Skip to main content

Options Solutions, LLC

SEC CIK
0001794972
Latest filing
Aug 10, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
200
+124 vs. Q1 2023
Portfolio value
$101.4M
+$13.8M (+15.7%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of Options Solutions, LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
CBOECboe Global Markets, Inc.COM99,000$13.7M13.5%−200−0.2%ReducedHistory
NTRSNorthern Trust CorpCOM100,000$7.41M7.3%00.0%UnchangedHistory
BABoeing CoStock22,700$4.79M4.7%+200+0.9%AddedHistory
AAPLApple Inc.Stock22,464$4.36M4.3%−22,285−49.8%ReducedHistory
ACNAccenture plcStock12,476$3.85M3.8%00.0%UnchangedHistory
WECWec Energy Group, Inc.Stock43,046$3.80M3.7%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF19,809$3.71M3.7%+7,900+66.3%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT15,167$2.27M2.2%00.0%Unchanged–
MSFTMicrosoft CorpStock4,726$1.61M1.6%+2,169+84.8%AddedHistory
GOOGAlphabet Inc.Stock12,200$1.48M1.5%+720+6.3%AddedHistory
ESSEssex Property Trust, Inc.COM6,110$1.43M1.4%+6,110NewHistory
JNJJohnson & JohnsonStock8,545$1.41M1.4%+151+1.8%AddedHistory
CRMSalesforce, Inc.Stock5,867$1.24M1.2%+86+1.5%AddedHistory
LLYEli Lilly & CoStock2,600$1.22M1.2%−400−13.3%ReducedHistory
ABBVAbbVie Inc.Stock9,007$1.21M1.2%+700+8.4%AddedHistory
VVisa Inc.Stock5,029$1.19M1.2%+5,029NewHistory
AMZNAmazon Com IncStock9,080$1.18M1.2%+2,035+28.9%AddedHistory
KOCoca Cola CoStock18,643$1.12M1.1%+3,321+21.7%AddedHistory
SPYSPDR S&P 500 ETF TrustETF2,352$1.04M1.0%+52+2.3%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF9,755$1.03M1.0%00.0%Unchanged–
MCDMcDonalds CorpStock3,440$1.03M1.0%+440+14.7%AddedHistory
CSCOCisco Systems, Inc.Stock18,741$969.7K1.0%+411+2.2%AddedHistory
HONHoneywell International IncCOM4,410$915.1K0.9%+4,410NewHistory
BMYBristol Myers Squibb CoStock13,700$876.1K0.9%+1,200+9.6%AddedHistory
TSNTyson Foods, Inc.Stock17,061$870.8K0.9%+3,221+23.3%AddedHistory
MRKMerck & Co., Inc.Stock7,300$842.3K0.8%+7,300NewHistory
HLTHilton Worldwide Holdings Inc.COM5,500$800.5K0.8%+300+5.8%AddedHistory
YUMYum Brands IncStock5,701$789.9K0.8%+301+5.6%AddedHistory
SPDR Series Trust78464A763ST STR SP DIV6,351$778.5K0.8%00.0%Unchanged–
EAElectronic Arts Inc.COM5,900$765.3K0.8%−300−4.8%ReducedHistory
WMWaste Management IncStock4,401$763.2K0.8%−99−2.2%ReducedHistory
KRKroger CoStock16,200$761.4K0.8%+16,200NewHistory
NTAPNetApp, Inc.Stock9,700$741.1K0.7%−1,600−14.2%ReducedHistory
CLColgate Palmolive CoStock9,600$739.6K0.7%00.0%UnchangedHistory
DHRDanaher CorpStock3,003$720.7K0.7%00.0%UnchangedHistory
JNPRJuniper Networks IncCOM22,907$717.7K0.7%+507+2.3%AddedHistory
CAGConagra Brands Inc.Stock21,000$708.1K0.7%+1,500+7.7%AddedHistory
BALLBALL CorpCOM12,000$698.5K0.7%00.0%UnchangedHistory
TSLATesla, Inc.Stock2,447$640.6K0.6%+647+35.9%AddedHistory
iShares Russell 1000 Value ETF464287598ETF4,000$631.3K0.6%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock1,825$622.3K0.6%+425+30.4%AddedHistory
DEDeere & CoStock1,500$607.8K0.6%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock1,108$596.3K0.6%+1,108NewHistory
Alps ETF Tr00162Q726BARRONS 400 ETF10,000$572.5K0.6%00.0%Unchanged–
WisdomTree Tr97717W307US LARGECAP DIVD9,000$572.4K0.6%00.0%Unchanged–
AMGNAmgen IncStock2,465$547.3K0.5%−10−0.4%ReducedHistory
CMECME Group Inc.COM2,891$535.7K0.5%−3,200−52.5%ReducedHistory
Schwab U.S. Broad Market ETF808524102ETF10,000$517.0K0.5%00.0%Unchanged–
BLKBlackRock, Inc.COM746$515.4K0.5%+10+1.4%AddedHistory
CATCaterpillar IncStock2,000$492.1K0.5%+1,000+100.0%AddedHistory
GOOGLAlphabet Inc.Stock4,041$483.7K0.5%+1,658+69.6%AddedHistory
ITWIllinois Tool Works IncStock1,900$475.3K0.5%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock3,154$458.8K0.5%−2,598−45.2%ReducedHistory
AOSSmith A O CorpCOM6,000$436.7K0.4%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM4,000$429.0K0.4%00.0%UnchangedHistory
KMBKimberly Clark CorpStock2,905$401.1K0.4%+1,105+61.4%AddedHistory
PGProcter & Gamble CoStock2,500$379.4K0.4%−348−12.2%ReducedHistory
UPSUnited Parcel Service IncStock2,010$360.3K0.4%+2,010NewHistory
Schwab U.S. Mid-Cap ETF808524508ETF5,000$355.1K0.4%00.0%Unchanged–
COPConocoPhillipsStock3,390$351.2K0.3%+3,390NewHistory
PEPPepsiCo IncStock1,807$334.7K0.3%−2,924−61.8%ReducedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF2,000$330.8K0.3%00.0%Unchanged–
FDXFedEx CorpStock1,237$306.8K0.3%+1,237NewHistory
ABTAbbott LaboratoriesStock2,807$306.0K0.3%+2,807NewHistory
BXBlackstone Inc.COM3,269$303.9K0.3%−4,478−57.8%ReducedHistory
MMM3M CoStock2,994$299.7K0.3%+169+6.0%AddedHistory
AVGOBroadcom Inc.Stock328$284.8K0.3%+328NewHistory
IBMInternational Business Machines CorpStock2,100$281.0K0.3%+2,100NewHistory
CLXClorox CoStock1,756$279.3K0.3%+1,756NewHistory
PMPhilip Morris International Inc.Stock2,825$275.8K0.3%+2,825NewHistory
LOWLowes Companies IncStock1,200$270.8K0.3%+1,200NewHistory
iShares Core S&P Mid-Cap ETF464287507ETF1,000$261.5K0.3%00.0%Unchanged–
CMCSAComcast CorpStock6,263$260.2K0.3%+6,263NewHistory
AEPAmerican Electric Power Co IncStock3,000$252.6K0.2%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock1,400$246.4K0.2%+1,400NewHistory
RTXRTX CorpStock2,478$242.8K0.2%+2,478NewHistory
Vanguard Dividend Appreciation ETF921908844ETF1,470$238.8K0.2%00.0%Unchanged–
CVSCVS Health CorpStock3,434$237.4K0.2%+3,434NewHistory
WMTWalmart Inc.Stock1,456$228.8K0.2%+1,456NewHistory
iShares Select Dividend ETF464287168ETF2,000$226.6K0.2%00.0%Unchanged–
ICEIntercontinental Exchange, Inc.Stock2,000$226.2K0.2%00.0%UnchangedHistory
MAMastercard IncStock573$225.3K0.2%+573NewHistory
INTCIntel CorpStock6,704$224.2K0.2%+195+3.0%AddedHistory
HDHome Depot, Inc.Stock717$222.6K0.2%+717NewHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,000$220.3K0.2%00.0%Unchanged–
Schwab US Dividend Equity ETF808524797ETF3,000$217.9K0.2%00.0%Unchanged–
GDGeneral Dynamics CorpStock1,000$215.2K0.2%00.0%UnchangedHistory
NVDANVIDIA CorpStock506$214.0K0.2%+506NewHistory
GLWCorning IncCOM5,925$207.6K0.2%+5,925NewHistory
EGBNEagle Bancorp IncCOM9,500$201.0K0.2%−6,000−38.7%ReducedHistory
MOAltria Group, Inc.Stock4,256$192.8K0.2%+4,256NewHistory
ORCLOracle CorpStock1,572$187.2K0.2%−7,942−83.5%ReducedHistory
TGTTarget CorpStock1,418$187.0K0.2%+93+7.0%AddedHistory
AIOTPowerfleet, Inc.COM62,266$186.8K0.2%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF800$176.1K0.2%+800New–
Schwab U.S. Small-Cap ETF808524607ETF4,000$175.2K0.2%+4,000New–
MUMicron Technology IncStock2,727$172.1K0.2%+2,727NewHistory
ENBEnbridge IncStock4,625$171.8K0.2%+4,625NewHistory
Vanguard Star FDS921909768VG TL INTL STK F3,020$169.4K0.2%+3,020New–
WisdomTree Tr97717W505US MIDCAP DIVID3,900$164.0K0.2%+3,900New–

Options (2)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Options Solutions, LLC in Q2 2023
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF–$531.9K
DISWalt Disney CoStock$26.8K–

Sold out since Q1 2023 (3)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Options Solutions, LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
iShares Tr464287630RUS 2000 VAL ETF7,900$1.08M1.2%–
BRK.ABerkshire Hathaway IncCL A2$931.2K1.1%History
PXDPioneer Natural Resources CoCOM3,200$653.6K0.7%History