Valeo Financial Advisors, LLC Options Holdings

Valeo Financial Advisors, LLC

  • $4.33 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
MSTR
Microstrategy Inc

Technology
CALL
$1.53 Million
5.3K
Q1 2025
Added 35.9%
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$671,000
1.2K
Q1 2025
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$247,000
1.3K
Q1 2025
Added 85.71%
MBLY
Mobileye Global Inc.
CALL
$259,000
18K
Q1 2025
Added 300.0%
NVDA
Nvidia Corp

Technology
CALL
$173,000
1.6K
Q1 2025
New holding
2 X Ether ETF
CALL
$0
20K
Q1 2025
New holding
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
CALL
$31,000
2.5K
Q1 2025
Reduced 13.79%
COIN
Coinbase Global, Inc.

Technology
CALL
$68,000
400
Q3 2024
Added 100.0%
OSCR
Oscar Health, Inc.

Healthcare
CALL
$3,000
300
Q1 2025
New holding
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
CALL
$38,000
1.3K
Q1 2025
New holding
LLY
Eli Lilly & CO

Healthcare
PUT
$82,000
100
Q1 2025
Reduced 87.5%
LYFT
Lyft, Inc.

Technology
CALL
$142,000
12K
Q1 2025
New holding
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$25,000
100
Q4 2024
Reduced 92.86%
NIO
Nio Inc.

Consumer Cyclical
CALL
$38,000
10K
Q1 2025
Added 233.33%
KULR
Kulr Technology Group, Inc.

Technology
CALL
$3,000
2.4K
Q1 2025
New holding
Super Micro Computer Inc Com New
CALL
$0
600
Q1 2025
Reduced 57.14%
GOOG
Alphabet Inc.

Communication Services
CALL
$156,000
1K
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 707
  • Current Value $4.33 Billion
  • Prior Value $3.97 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 42 stocks
  • Additional Purchases 377 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 212 stocks
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