Mission Wealth Management, LP Options Holdings

Mission Wealth Management, LP

  • $4.95 Billion
  • Q3 2025

Options Holdings Table

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

Technology
PUT
$44.6 Million
175K
Q3 2025
Added 149.22%
MSFT
Microsoft Corp

Technology
PUT
$42.8 Million
82.6K
Q3 2025
Added 34.31%
NVDA
Nvidia Corp

Technology
PUT
$15.1 Million
81K
Q3 2025
Added 18.08%
TSLA
Tesla, Inc.

Consumer Cyclical
PUT
$15.1 Million
33.9K
Q3 2025
Added 17.3%
AVGO
Broadcom Inc.

Technology
PUT
$6.14 Million
18.6K
Q3 2025
Reduced 2.11%
NOW
Service Now, Inc.

Technology
PUT
$2.67 Million
2.9K
Q3 2025
Added 20.83%
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$2.46 Million
4.1K
Q3 2025
Added 925.0%
ORCL
Oracle Corp

Technology
PUT
$1.52 Million
5.4K
Q3 2025
New holding
PSTG
Pure Storage, Inc.

Technology
PUT
$1.68 Million
20K
Q2 2025
Reduced 50.0%
LLY
Eli Lilly & CO

Healthcare
PUT
$1.53 Million
2K
Q2 2025
Added 100.0%
MA
Mastercard Inc

Financial Services
PUT
$1.02 Million
1.8K
Q1 2025
Added 125.0%
META
Meta Platforms, Inc.

Communication Services
PUT
$954,000
1.3K
Q3 2025
Reduced 7.14%
IOT
Samsara Inc.

Technology
PUT
$745,000
20K
Q3 2025
Reduced 39.58%
INTU
Intuit Inc

Technology
PUT
$751,000
1.1K
Q3 2025
Reduced 38.89%
ACN
Accenture PLC

Technology
PUT
$764,000
3.1K
Q1 2025
Reduced 13.89%
AMZN
Amazon Com Inc

Consumer Cyclical
PUT
$1.14 Million
5.2K
Q3 2025
Reduced 20.0%
GOOG
Alphabet Inc.

Communication Services
PUT
$1.05 Million
4.3K
Q3 2025
Added 230.77%
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$333,000
500
Q3 2025
Added 25.0%
ABNB
Airbnb, Inc.

Consumer Cyclical
PUT
$364,000
3K
Q3 2025
Reduced 50.0%
ALL
Allstate Corp

Financial Services
PUT
$386,000
1.8K
Q2 2025
Reduced 5.26%
GOOGL
Alphabet Inc.

Communication Services
PUT
$559,000
2.3K
Q3 2025
Added 130.0%
HD
Home Depot, Inc.

Consumer Cyclical
PUT
$729,000
1.8K
Q4 2024
Reduced 5.26%
NFLX
Netflix Inc

Communication Services
PUT
$359,000
300
Q1 2025
New holding
ETN
Eaton Corp PLC

Industrials
PUT
$598,000
1.6K
Q2 2025
Reduced 11.11%
NET
Cloudflare, Inc.

Technology
PUT
$429,000
2K
Q3 2025
Reduced 74.36%
MDLZ
Mondelez International, Inc.

Consumer Defensive
CALL
$31,000
500
Q4 2024
New holding
SOUN
Soundhound Ai, Inc.

Technology
CALL
$8,000
500
Q1 2025
New holding
Lam Research Corp
PUT
$0
5K
Q2 2025
Reduced 76.19%
XLI
Industrial Sector Spdr

ETFs
PUT
$92,000
600
Q2 2024
New holding
COST
Costco Wholesale Corp

Consumer Defensive
PUT
$185,000
200
Q3 2025
New holding
SPGI
S&P Global Inc.

Financial Services
PUT
$48,000
100
Q3 2025
New holding
PGR
Progressive Corp

Financial Services
PUT
$197,000
800
Q3 2025
New holding
ORLY
O Reilly Automotive Inc

Consumer Cyclical
PUT
$215,000
2K
Q3 2025
New holding
Circle Internet Group Inc
PUT
$0
12.5K
Q3 2025
Added 150.0%
GOOGL
Alphabet Inc.

Communication Services
CALL
$48,000
200
Q3 2025
Added 130.0%

Summary

  • Portfolio
  • No. of Stocks 704
  • Current Value $4.95 Billion
  • Prior Value $4.6 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 54 stocks
  • Additional Purchases 214 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 354 stocks
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