Destination Wealth Management Options Holdings

Destination Wealth Management

$3.14 Billion
Q1 2025

Options Holdings Table

Stock	Option Type	Value	Options Held	Last Trade	Trade History
TSLA Tesla, Inc. Consumer Cyclical	PUT	$1.19 Million	4.6K	Q1 2025 New holding
AVGO Broadcom Inc. Technology	PUT	$502,000	3K	Q1 2025 Added 50.0%
CTAS Cintas Corp Industrials	PUT	$411,000	2K	Q1 2025 New holding
ADI Analog Devices Inc Technology	PUT	$302,000	1.5K	Q1 2025 Added 50.0%
NFLX Netflix Inc Communication Services	CALL	$93,000	100	Q1 2025 New holding
SCHD Schwab Strategic Tr Us Dividen ETFs	CALL	$8,000	300	Q4 2024 Added 200.0%
NVDA Nvidia Corp Technology	CALL	$108,000	1K	Q2 2024 Added 900.0%
XLP Consumer Staples Sector Spdr ETFs	CALL	$7,000	100	Q1 2024 New holding
META Meta Platforms, Inc. Communication Services	CALL	$57,000	100	Q1 2024 New holding
WM Waste Management Inc Industrials	CALL	$23,000	100	Q1 2024 New holding
IRM Iron Mountain Inc Real Estate	CALL	$8,000	100	Q4 2023 New holding
GOOGL Alphabet Inc. Communication Services	CALL	$15,000	100	Q4 2023 New holding
MSFT Microsoft Corp Technology	CALL	$37,000	100	Q2 2023 New holding
JPM Jpmorgan Chase & CO Financial Services	CALL	$24,000	100	Q2 2023 New holding
SPY Spdr S&P 500 ETF Trust ETFs	CALL	$55,000	100	Q1 2023 New holding
BX Blackstone Inc. Financial Services	CALL	$13,000	100	Q1 2023 New holding
AMZN Amazon Com Inc Consumer Cyclical	CALL	$19,000	100	Q1 2023 New holding
AAPL Apple Inc. Technology	CALL	$22,000	100	Q1 2024 Reduced 18.18%

Summary

Portfolio
No. of Stocks 260
Current Value $3.14 Billion
Prior Value $3.17 Billion
Filing
Period Q1 2025
Filing Date May 15, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 16 stocks
Additional Purchases 106 stocks
Sold out of 0 stocks
Reduced holdings in 99 stocks

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