Omega Financial Group, LLC Options Holdings

Omega Financial Group, LLC

  • $280 Million
  • Q2 2025

Options Holdings Table

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

Consumer Cyclical
PUT
$889,000
2.8K
Q2 2025
New holding
CRWD
Crowd Strike Holdings, Inc.

Technology
CALL
$763,000
1.5K
Q2 2025
New holding
TGT
Target Corp

Consumer Defensive
CALL
$493,000
5K
Q2 2025
New holding
PLTR
Palantir Technologies Inc.

Technology
CALL
$490,000
3.6K
Q2 2025
New holding
CCL
Carnival Corp

Consumer Cyclical
CALL
$382,000
13.6K
Q2 2025
New holding
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$349,000
1.1K
Q2 2025
New holding
MSFT
Microsoft Corp

Technology
CALL
$248,000
500
Q2 2025
New holding
AAPL
Apple Inc.

Technology
CALL
$184,000
900
Q2 2025
New holding
QQQ
Invesco Qqq Trust, Series 1

ETFs
CALL
$55,000
100
Q2 2025
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$61,000
100
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $280 Million
  • Prior Value $260 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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