| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 43,265 | $1.37M | $1.55M | $185,053.6 | 13.56% |
Jeff Ameen Spire Wealth Management | 74,128 | $2.4M | $2.66M | $260,096.66 | 10.85% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 5,000 | $122,050 | $179,100 | $57,050 | 46.74% |
| WRC William Reid Culp III TAGStone Capital Inc. | 6,860 | $232,818.33 | $246,205.4 | $13,387.07 | 5.75% |
| NS Nicholas Shaheen FSA Advisors Inc. | 35,458 | $1.11M | $1.27M | $162,396.03 | 14.63% |
| ARCA Exchange | US Country |
The Advisor is a specialized investment firm focused on leveraging the flexibility and customization features of FLEX options to create unique investment solutions. With a primary focus on options that reference an Underlying ETF, the firm aims to provide investors with tailored investment opportunities. By investing almost all its assets in FLEX Options, the Advisor takes a strategic approach to enhance the potential for favorable returns. The investment strategy is characterized by a non-diversified portfolio, implying a focused investment in specific assets rather than spreading investments across a wide range of securities.
FLEX Options are the cornerstone of the Advisor's offerings. These are customized equity or index options contracts that trade on an exchange, offering the investor the ability to specify key terms such as exercise prices, styles, and expiration dates. The customization available with FLEX Options allows the Advisor to tailor investment strategies to meet specific investor needs and objectives, providing a unique advantage in the financial markets.
The Advisor's investment strategy revolves around the use of FLEX Options that reference an Underlying ETF. This approach leverages the inherent advantages of ETFs — such as liquidity, diversification, and accessibility — while allowing for customized exposure through options. This strategic combination aims to optimize the risk-reward ratio for investors, enhancing the potential for achieving targeted investment outcomes.