Destination Wealth Management Options Holdings

Destination Wealth Management

  • $3 Billion
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
AAPL
Apple Inc.

Technology
PUT
$1.9 Million
9K
Q1 2024
Reduced 18.18%
META
Meta Platforms, Inc.

Communication Services
CALL
$50,000
100
Q1 2024
New holding
XLP
Consumer Staples Sector Spdr

ETFs
CALL
$7,000
100
Q1 2024
New holding
EFA
Ishares Tr Msci Eafe ETF

ETFs
CALL
$7,000
100
Q2 2023
New holding
GOOGL
Alphabet Inc.

Communication Services
CALL
$18,000
100
Q4 2023
New holding
NVDA
Nvidia Corp

Technology
CALL
$123,000
1K
Q2 2024
Added 900.0%
IRM
Iron Mountain Inc

Real Estate
CALL
$8,000
100
Q4 2023
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$54,000
100
Q1 2023
New holding
V
Visa Inc.

Financial Services
CALL
$26,000
100
Q1 2023
New holding
BX
Blackstone Inc.

Financial Services
CALL
$12,000
100
Q1 2023
New holding
COST
Costco Wholesale Corp

Consumer Defensive
CALL
$84,000
100
Q1 2023
New holding
AMD
Advanced Micro Devices Inc

Technology
CALL
$16,000
100
Q1 2024
New holding
MSFT
Microsoft Corp

Technology
CALL
$44,000
100
Q2 2023
New holding
WM
Waste Management Inc

Industrials
CALL
$21,000
100
Q1 2024
New holding
JPM
Jpmorgan Chase & CO

Financial Services
CALL
$20,000
100
Q2 2023
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$19,000
100
Q1 2023
New holding
WMT
Walmart Inc.

Consumer Defensive
CALL
$20,000
300
Q1 2024
Added 200.0%
MA
Mastercard Inc

Financial Services
CALL
$44,000
100
Q1 2023
New holding

Summary

  • Portfolio
  • No. of Stocks 219
  • Current Value $3 Billion
  • Prior Value $2.98 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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