Destination Wealth Management Options Holdings

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024

Options Holdings Table

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

Technology
PUT
$2.1 Million
9K
Q1 2024
Reduced 18.18%
AVGO
Broadcom Inc.

Technology
PUT
$172,000
1K
Q3 2024
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$57,000
100
Q1 2023
New holding
IRM
Iron Mountain Inc

Real Estate
CALL
$11,000
100
Q4 2023
New holding
NVDA
Nvidia Corp

Technology
CALL
$121,000
1K
Q2 2024
Added 900.0%
SCHD
Schwab Strategic Tr Us Dividen

ETFs
CALL
$8,000
100
Q3 2024
New holding
GOOGL
Alphabet Inc.

Communication Services
CALL
$16,000
100
Q4 2023
New holding
ADI
Analog Devices Inc

Technology
PUT
$115,000
500
Q3 2024
New holding
XLP
Consumer Staples Sector Spdr

ETFs
CALL
$7,000
100
Q1 2024
New holding
BX
Blackstone Inc.

Financial Services
CALL
$15,000
100
Q1 2023
New holding
COST
Costco Wholesale Corp

Consumer Defensive
CALL
$88,000
100
Q1 2023
New holding
MSFT
Microsoft Corp

Technology
CALL
$43,000
100
Q2 2023
New holding
WM
Waste Management Inc

Industrials
CALL
$20,000
100
Q1 2024
New holding
JPM
Jpmorgan Chase & CO

Financial Services
CALL
$21,000
100
Q2 2023
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$18,000
100
Q1 2023
New holding
WMT
Walmart Inc.

Consumer Defensive
CALL
$24,000
300
Q1 2024
Added 200.0%
META
Meta Platforms, Inc.

Communication Services
CALL
$57,000
100
Q1 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 239
  • Current Value $3.19 Billion
  • Prior Value $3 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 26 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email