Omega Financial Group, LLC Options Holdings

Omega Financial Group, LLC

  • $300 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$1.16 Million
2.6K
Q3 2025
Reduced 46.43%
PLTR
Palantir Technologies Inc.

Technology
CALL
$747,000
4.1K
Q3 2025
Added 13.89%
TSLA
Tesla, Inc.

Consumer Cyclical
PUT
$667,000
1.5K
Q3 2025
Reduced 46.43%
TGT
Target Corp

Consumer Defensive
CALL
$448,000
5K
Q2 2025
New holding
CCL
Carnival Corp

Consumer Cyclical
CALL
$393,000
13.6K
Q2 2025
New holding
MSFT
Microsoft Corp

Technology
CALL
$258,000
500
Q2 2025
New holding
CRWD
Crowd Strike Holdings, Inc.

Technology
CALL
$245,000
500
Q3 2025
Reduced 66.67%
ABNB
Airbnb, Inc.

Consumer Cyclical
CALL
$218,000
1.8K
Q3 2025
New holding
AAPL
Apple Inc.

Technology
CALL
$203,000
800
Q3 2025
Reduced 11.11%
BABA
Alibaba Group Holding LTD

Consumer Cyclical
CALL
$196,000
1.1K
Q3 2025
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$66,000
100
Q2 2025
New holding
QQQ
Invesco Qqq Trust, Series 1

ETFs
CALL
$60,000
100
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $300 Million
  • Prior Value $280 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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