Options Solutions as of March 31, 2024
Portfolio Holdings for Options Solutions
Options Solutions holds 181 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CBOE Holdings (CBOE) | 10.0 | $18M | 96k | 183.73 | |
| Apple (AAPL) | 3.0 | $5.3M | 31k | 171.48 | |
| Sweetgreen Com Cl A (SG) | 2.9 | $5.1M | 202k | 25.26 | |
| Northern Trust Corporation (NTRS) | 2.5 | $4.4M | 50k | 88.92 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.5 | $4.4M | 13k | 346.61 | |
| Oscar Health Cl A (OSCR) | 2.1 | $3.7M | 249k | 14.87 | |
| Wec Energy Group (WEC) | 2.0 | $3.5M | 43k | 82.12 | |
| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 1.7 | $3.0M | 5.8k | 523.07 | |
| Rxsight (RXST) | 1.7 | $3.0M | 58k | 51.58 | |
| Amazon (AMZN) | 1.6 | $2.8M | 16k | 180.38 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.5 | $2.6M | 15k | 169.37 | |
| NVIDIA Corporation (NVDA) | 1.4 | $2.5M | 2.8k | 903.56 | |
| VSE Corporation (VSEC) | 1.3 | $2.2M | 28k | 80.00 | |
| Eli Lilly & Co. (LLY) | 1.2 | $2.1M | 2.7k | 777.96 | |
| Powell Industries (POWL) | 1.2 | $2.1M | 15k | 142.30 | |
| Ies Hldgs (IESC) | 1.1 | $1.9M | 16k | 121.64 | |
| Samsara Com Cl A (IOT) | 1.1 | $1.9M | 51k | 37.79 | |
| WisdomTree Investments (WT) | 1.1 | $1.9M | 202k | 9.19 | |
| Duolingo Cl A Com (DUOL) | 1.0 | $1.8M | 8.0k | 220.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $1.8M | 12k | 152.26 | |
| Microsoft Corporation (MSFT) | 1.0 | $1.8M | 4.2k | 420.76 | |
| Aspen Aerogels (ASPN) | 0.9 | $1.6M | 90k | 17.60 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $1.6M | 13k | 120.99 | |
| salesforce (CRM) | 0.9 | $1.5M | 5.1k | 301.18 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.5M | 3.5k | 420.46 | |
| Donnelley Finl Solutions (DFIN) | 0.8 | $1.5M | 24k | 62.01 | |
| Uber Technologies (UBER) | 0.8 | $1.5M | 19k | 76.99 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $1.4M | 6.8k | 210.30 | |
| Symbotic Class A Com (SYM) | 0.8 | $1.4M | 31k | 45.00 | |
| Bwx Technologies (BWXT) | 0.8 | $1.4M | 13k | 102.62 | |
| Visa Com Cl A (V) | 0.7 | $1.3M | 4.7k | 279.07 | |
| Cameco Corporation (CCJ) | 0.7 | $1.3M | 30k | 43.32 | |
| Kura Oncology (KURA) | 0.7 | $1.3M | 61k | 21.33 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $1.3M | 2.00 | 634440.00 | |
| Meta Platforms Cl A (META) | 0.7 | $1.3M | 2.6k | 485.58 | |
| Carvana Cl A (CVNA) | 0.7 | $1.3M | 14k | 87.91 | |
| Monday SHS (MNDY) | 0.7 | $1.2M | 5.5k | 225.87 | |
| Transmedics Group (TMDX) | 0.7 | $1.2M | 17k | 73.94 | |
| Technipfmc (FTI) | 0.7 | $1.2M | 47k | 25.11 | |
| Viking Therapeutics (VKTX) | 0.7 | $1.2M | 15k | 82.00 | |
| General Electric Com New (GE) | 0.6 | $1.1M | 6.5k | 175.53 | |
| Nuscale Pwr Corp Cl A Com (SMR) | 0.6 | $1.1M | 206k | 5.31 | |
| Kura Sushi Usa Cl A Com (KRUS) | 0.6 | $1.1M | 9.2k | 115.16 | |
| Customers Ban (CUBI) | 0.6 | $1.1M | 20k | 53.06 | |
| Huron Consulting (HURN) | 0.6 | $1.0M | 11k | 96.62 | |
| Sana Biotechnology (SANA) | 0.5 | $962k | 96k | 10.00 | |
| Miller Inds Inc Tenn Com New (MLR) | 0.5 | $953k | 19k | 50.10 | |
| Merck & Co (MRK) | 0.5 | $933k | 7.1k | 131.95 | |
| Brookdale Senior Living (BKD) | 0.5 | $915k | 139k | 6.61 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $913k | 5.8k | 158.81 | |
| Rush Street Interactive (RSI) | 0.5 | $900k | 138k | 6.51 | |
| Astronics Corporation (ATRO) | 0.5 | $898k | 47k | 19.04 | |
| McDonald's Corporation (MCD) | 0.5 | $886k | 3.1k | 281.93 | |
| The Real Brokerage Com New (REAX) | 0.5 | $880k | 282k | 3.12 | |
| Hudson Technologies (HDSN) | 0.5 | $873k | 79k | 11.01 | |
| Broadcom (AVGO) | 0.5 | $856k | 646.00 | 1325.16 | |
| Covenant Logistics Group Cl A (CVLG) | 0.5 | $851k | 18k | 46.36 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $834k | 6.4k | 131.24 | |
| Arhaus Com Cl A (ARHS) | 0.5 | $828k | 54k | 15.39 | |
| Danaher Corporation (DHR) | 0.5 | $827k | 3.3k | 249.72 | |
| Ball Corporation (BALL) | 0.5 | $808k | 12k | 67.36 | |
| Kiniksa Pharmaceuticals Com Cl A | 0.5 | $793k | 40k | 19.73 | |
| Bel Fuse CL B (BELFB) | 0.4 | $776k | 13k | 60.31 | |
| CECO Environmental (CECO) | 0.4 | $774k | 34k | 23.02 | |
| First Watch Restaurant Groupco (FWRG) | 0.4 | $768k | 31k | 24.62 | |
| Tecnoglass Ord Shs (TGLS) | 0.4 | $766k | 15k | 52.03 | |
| Koppers Holdings (KOP) | 0.4 | $755k | 14k | 55.17 | |
| Bristol Myers Squibb (BMY) | 0.4 | $744k | 14k | 54.23 | |
| Caterpillar (CAT) | 0.4 | $741k | 2.0k | 366.43 | |
| Blueprint Medicines (BPMC) | 0.4 | $740k | 7.8k | 94.86 | |
| Cisco Systems (CSCO) | 0.4 | $738k | 15k | 49.91 | |
| Sterling Construction Company (STRL) | 0.4 | $720k | 6.5k | 110.31 | |
| Holley (HLLY) | 0.4 | $718k | 161k | 4.46 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $716k | 4.0k | 179.11 | |
| TJX Companies (TJX) | 0.4 | $714k | 7.0k | 101.42 | |
| Liquidia Corporation Com New (LQDA) | 0.4 | $713k | 48k | 14.75 | |
| Kroger (KR) | 0.4 | $708k | 12k | 57.13 | |
| Abbvie (ABBV) | 0.4 | $697k | 3.8k | 182.11 | |
| Baker Hughes Company Cl A (BKR) | 0.4 | $694k | 21k | 33.50 | |
| Lamb Weston Hldgs (LW) | 0.4 | $692k | 6.5k | 106.53 | |
| Hackett (HCKT) | 0.4 | $690k | 28k | 24.30 | |
| Amgen (AMGN) | 0.4 | $688k | 2.4k | 284.32 | |
| Metropcs Communications (TMUS) | 0.4 | $686k | 4.2k | 163.22 | |
| Alps Etf Tr Barrons 400 Etf (BFOR) | 0.4 | $679k | 10k | 67.91 | |
| Arlo Technologies (ARLO) | 0.4 | $676k | 53k | 12.65 | |
| Monster Beverage Corp (MNST) | 0.4 | $658k | 11k | 59.28 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.4 | $650k | 9.0k | 72.19 | |
| Skechers U S A Cl A | 0.4 | $649k | 11k | 61.26 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $649k | 3.2k | 200.30 | |
| Incyte Corporation (INCY) | 0.4 | $644k | 11k | 56.97 | |
| Nuvalent Inc-a (NUVL) | 0.4 | $642k | 8.6k | 75.09 | |
| Us Foods Hldg Corp call (USFD) | 0.4 | $642k | 12k | 53.97 | |
| Modine Manufacturing (MOD) | 0.4 | $635k | 6.7k | 95.19 | |
| International Business Machines (IBM) | 0.4 | $634k | 3.3k | 190.96 | |
| Toast Cl A (TOST) | 0.4 | $633k | 25k | 24.92 | |
| Mattel (MAT) | 0.4 | $626k | 32k | 19.81 | |
| Electronic Arts (EA) | 0.4 | $624k | 4.7k | 132.68 | |
| Cme (CME) | 0.4 | $622k | 2.9k | 215.30 | |
| Deere & Company (DE) | 0.4 | $616k | 1.5k | 410.74 | |
| Johnson & Johnson (JNJ) | 0.4 | $615k | 3.9k | 158.18 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $611k | 10k | 61.05 | |
| Establishment Labs Holdings Ord (ESTA) | 0.3 | $594k | 12k | 50.90 | |
| Argan (AGX) | 0.3 | $587k | 12k | 50.54 | |
| Costco Wholesale Corporation (COST) | 0.3 | $582k | 794.00 | 732.78 | |
| Savara (SVRA) | 0.3 | $551k | 111k | 4.98 | |
| Procter & Gamble Company (PG) | 0.3 | $547k | 3.4k | 162.25 | |
| A. O. Smith Corporation (AOS) | 0.3 | $537k | 6.0k | 89.46 | |
| Tesla Motors (TSLA) | 0.3 | $527k | 3.0k | 175.79 | |
| Couchbase | 0.3 | $525k | 20k | 26.31 | |
| Viad (PRSU) | 0.3 | $524k | 13k | 39.49 | |
| Blue Bird Corp (BLBD) | 0.3 | $524k | 14k | 38.34 | |
| Olympic Steel (ZEUS) | 0.3 | $522k | 7.4k | 70.88 | |
| Illinois Tool Works (ITW) | 0.3 | $510k | 1.9k | 268.33 | |
| BlackRock | 0.3 | $501k | 601.00 | 833.88 | |
| Micron Technology (MU) | 0.3 | $498k | 4.2k | 117.89 | |
| Preformed Line Products Company (PLPC) | 0.3 | $496k | 3.9k | 128.67 | |
| Bluelinx Hldgs Com New (BXC) | 0.3 | $467k | 3.6k | 130.24 | |
| Nerdwallet Com Cl A (NRDS) | 0.3 | $467k | 32k | 14.70 | |
| Oric Pharmaceuticals (ORIC) | 0.3 | $460k | 34k | 13.75 | |
| Acm Resh Com Cl A (ACMR) | 0.3 | $446k | 15k | 29.14 | |
| Healthequity (HQY) | 0.3 | $441k | 5.4k | 81.63 | |
| Allegheny Technologies Incorporated (ATI) | 0.2 | $428k | 8.4k | 51.17 | |
| Newpark Res Com Par $.01new (NPKI) | 0.2 | $421k | 58k | 7.22 | |
| Build-A-Bear Workshop (BBW) | 0.2 | $413k | 14k | 29.87 | |
| Core Scientific (CORZ) | 0.2 | $410k | 116k | 3.54 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $407k | 5.0k | 81.43 | |
| Coca-Cola Company (KO) | 0.2 | $405k | 6.6k | 61.18 | |
| Adma Biologics (ADMA) | 0.2 | $387k | 59k | 6.60 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $384k | 2.0k | 191.88 | |
| Super Micro Computer | 0.2 | $377k | 373.00 | 1010.03 | |
| Harmonic (HLIT) | 0.2 | $376k | 28k | 13.44 | |
| Universal Technical Institute (UTI) | 0.2 | $368k | 23k | 15.94 | |
| Encore Wire Corporation (WIRE) | 0.2 | $361k | 1.4k | 262.78 | |
| Cabaletta Bio (CABA) | 0.2 | $358k | 21k | 17.06 | |
| Merchants Bancorp Ind (MBIN) | 0.2 | $355k | 8.2k | 43.18 | |
| Pepsi (PEP) | 0.2 | $353k | 2.0k | 175.01 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $333k | 2.2k | 150.93 | |
| Powerfleet (AIOT) | 0.2 | $333k | 62k | 5.34 | |
| Carpenter Technology Corporation (CRS) | 0.2 | $331k | 4.6k | 71.42 | |
| Live Oak Bancshares (LOB) | 0.2 | $330k | 8.0k | 41.51 | |
| Philip Morris International (PM) | 0.2 | $324k | 3.5k | 91.62 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $315k | 3.9k | 80.63 | |
| American Superconductor Corp Shs New (AMSC) | 0.2 | $313k | 23k | 13.51 | |
| Servicenow (NOW) | 0.2 | $313k | 410.00 | 762.40 | |
| Lowe's Companies (LOW) | 0.2 | $312k | 1.2k | 254.73 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $304k | 5.0k | 60.74 | |
| Denison Mines Corp (DNN) | 0.2 | $303k | 155k | 1.95 | |
| Vertex Cl A (VERX) | 0.2 | $299k | 9.4k | 31.76 | |
| United Parcel Service CL B (UPS) | 0.2 | $299k | 2.0k | 148.63 | |
| Wal-Mart Stores (WMT) | 0.2 | $298k | 4.9k | 60.17 | |
| ConocoPhillips (COP) | 0.2 | $289k | 2.3k | 127.31 | |
| Lovesac Company (LOVE) | 0.2 | $284k | 13k | 22.60 | |
| General Dynamics Corporation (GD) | 0.2 | $283k | 1.0k | 282.49 | |
| American Electric Power Company (AEP) | 0.2 | $276k | 3.2k | 86.10 | |
| Intercontinental Exchange (ICE) | 0.2 | $275k | 2.0k | 137.43 | |
| Green Brick Partners (GRBK) | 0.2 | $274k | 4.5k | 60.23 | |
| Alkami Technology (ALKT) | 0.2 | $270k | 11k | 24.57 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $268k | 1.5k | 182.61 | |
| Abbott Laboratories (ABT) | 0.2 | $267k | 2.4k | 113.66 | |
| Clorox Company (CLX) | 0.2 | $267k | 1.7k | 153.11 | |
| Honeywell International (HON) | 0.2 | $266k | 1.3k | 205.25 | |
| United Ins Hldgs (ACIC) | 0.1 | $262k | 25k | 10.69 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $260k | 1.0k | 259.90 | |
| Proshares Tr Bitcoin Strate (BITO) | 0.1 | $249k | 7.7k | 32.30 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 0.1 | $248k | 5.8k | 42.43 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $246k | 2.0k | 123.18 | |
| Neuropace (NPCE) | 0.1 | $244k | 19k | 13.20 | |
| UnitedHealth (UNH) | 0.1 | $242k | 490.00 | 494.70 | |
| Weatherford Intl Ord Shs (WFRD) | 0.1 | $240k | 2.1k | 115.42 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $218k | 1.9k | 116.24 | |
| Cellebrite Di Ordinary Shares (CLBT) | 0.1 | $217k | 20k | 11.08 | |
| SkyWest (SKYW) | 0.1 | $215k | 3.1k | 69.08 | |
| Verizon Communications (VZ) | 0.1 | $210k | 5.0k | 41.96 | |
| Docebo (DCBO) | 0.1 | $205k | 4.2k | 48.98 | |
| Potbelly (PBPB) | 0.1 | $190k | 16k | 12.11 | |
| Perdoceo Ed Corp (PRDO) | 0.1 | $188k | 11k | 17.56 | |
| Sofi Technologies (SOFI) | 0.1 | $186k | 26k | 7.30 | |
| Maxcyte (MXCT) | 0.1 | $156k | 37k | 4.19 | |
| Uranium Energy (UEC) | 0.1 | $127k | 19k | 6.75 | |
| Westrock Coffee (WEST) | 0.1 | $106k | 10k | 10.33 | |
| LivePerson (LPSN) | 0.0 | $20k | 20k | 1.00 |