Valeo Financial Advisors, LLC Options Holdings

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$3.27 Million
5.7K
Q3 2024
New holding
MSTR
Microstrategy Inc

Technology
CALL
$2.04 Million
12.1K
Q3 2024
New holding
CAT
Caterpillar Inc

Industrials
PUT
$547,000
1.4K
Q3 2024
Reduced 30.0%
CAT
Caterpillar Inc

Industrials
CALL
$547,000
1.4K
Q3 2024
Reduced 30.0%
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$366,000
1.4K
Q3 2024
Added 250.0%
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$55,000
300
Q3 2024
Reduced 62.5%
NVDA
Nvidia Corp

Technology
CALL
$0
0
Q3 2024
Closed
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
CALL
$6,000
600
Q3 2023
Added 20.0%
COIN
Coinbase Global, Inc.

Technology
CALL
$71,000
400
Q3 2024
Added 100.0%
MVIS
Microvision, Inc.

Technology
CALL
$15,000
15K
Q3 2024
Added 200.0%
OXY
Occidental Petroleum Corp

Energy
CALL
$180,000
3.5K
Q3 2024
New holding
BSX
Boston Scientific Corp

Healthcare
PUT
$125,000
1.5K
Q2 2024
Reduced 50.0%
BABA
Alibaba Group Holding LTD

Consumer Cyclical
CALL
$0
0
Q3 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 711
  • Current Value $3.81 Billion
  • Prior Value $3.49 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 71 stocks
  • Additional Purchases 306 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 264 stocks
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial 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 Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email