Trellis Wealth Advisors LLC Options Holdings

Trellis Wealth Advisors LLC

  • $230 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $230 Billion
  • Prior Value $206 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Trellis Wealth Advisors LLC Portfolio

Follow Trellis Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trellis Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trellis Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email