Destination Wealth Management Options Holdings

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
PUT
$1.78 Million
5.6K
Q2 2025
Added 21.74%
AVGO
Broadcom Inc.

Technology
PUT
$1.1 Million
4K
Q2 2025
Added 33.33%
CTAS
Cintas Corp

Industrials
PUT
$780,000
3.5K
Q2 2025
Added 75.0%
ADI
Analog Devices Inc

Technology
PUT
$476,000
2K
Q2 2025
Added 33.33%
META
Meta Platforms, Inc.

Communication Services
CALL
$73,000
100
Q1 2024
New holding
QQQ
Invesco Qqq Trust, Series 1

ETFs
CALL
$55,000
100
Q2 2025
New holding
NFLX
Netflix Inc

Communication Services
CALL
$133,000
100
Q1 2025
New holding
GOOGL
Alphabet Inc.

Communication Services
CALL
$17,000
100
Q4 2023
New holding
IRM
Iron Mountain Inc

Real Estate
CALL
$10,000
100
Q4 2023
New holding
NVDA
Nvidia Corp

Technology
CALL
$157,000
1K
Q2 2024
Added 900.0%
AVGO
Broadcom Inc.

Technology
CALL
$55,000
200
Q2 2025
Added 33.33%
AAPL
Apple Inc.

Technology
CALL
$41,000
200
Q2 2025
Added 100.0%
CEG
Constellation Energy Corp

Utilities
CALL
$64,000
200
Q2 2025
New holding
EFA
Ishares Tr Msci Eafe ETF

ETFs
CALL
$89,000
1K
Q2 2025
New holding
BX
Blackstone Inc.

Financial Services
CALL
$29,000
200
Q2 2025
Added 100.0%
XLP
Consumer Staples Sector Spdr

ETFs
CALL
$7,000
100
Q1 2024
New holding
MSFT
Microsoft Corp

Technology
CALL
$49,000
100
Q2 2023
New holding
WM
Waste Management Inc

Industrials
CALL
$22,000
100
Q1 2024
New holding
SCHD
Schwab Strategic Tr Us Dividen

ETFs
CALL
$7,000
300
Q4 2024
Added 200.0%
JPM
Jpmorgan Chase & CO

Financial Services
CALL
$28,000
100
Q2 2023
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$21,000
100
Q1 2023
New holding
NOW
Service Now, Inc.

Technology
CALL
$102,000
100
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 287
  • Current Value $3.3 Billion
  • Prior Value $3.14 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 109 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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