Mission Wealth Management, LP Options Holdings

Mission Wealth Management, LP

  • $4.6 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
MSFT
Microsoft Corp

Technology
PUT
$30.6 Million
61.5K
Q2 2025
Reduced 3.61%
AAPL
Apple Inc.

Technology
PUT
$14.4 Million
70.3K
Q2 2025
Added 1.74%
NVDA
Nvidia Corp

Technology
PUT
$10.8 Million
68.6K
Q2 2025
Reduced 49.85%
TSLA
Tesla, Inc.

Consumer Cyclical
PUT
$9.18 Million
28.9K
Q2 2025
Added 16.06%
AVGO
Broadcom Inc.

Technology
PUT
$5.24 Million
19K
Q2 2025
Added 27.52%
NOW
Service Now, Inc.

Technology
PUT
$2.47 Million
2.4K
Q1 2024
New holding
INTU
Intuit Inc

Technology
PUT
$1.42 Million
1.8K
Q1 2025
New holding
LLY
Eli Lilly & CO

Healthcare
PUT
$1.56 Million
2K
Q2 2025
Added 100.0%
NET
Cloudflare, Inc.

Technology
PUT
$1.53 Million
7.8K
Q2 2025
Added 5.41%
JNJ
Johnson & Johnson

Healthcare
PUT
$1.34 Million
8.8K
Q4 2024
New holding
PSTG
Pure Storage, Inc.

Technology
PUT
$1.15 Million
20K
Q2 2025
Reduced 50.0%
IOT
Samsara Inc.

Technology
PUT
$1.32 Million
33.1K
Q2 2025
Added 38.49%
META
Meta Platforms, Inc.

Communication Services
PUT
$1.03 Million
1.4K
Q2 2025
Reduced 22.22%
MA
Mastercard Inc

Financial Services
PUT
$1.01 Million
1.8K
Q1 2025
Added 125.0%
MAR
Marriott International Inc

Consumer Cyclical
PUT
$1.07 Million
3.9K
Q4 2024
New holding
ACN
Accenture PLC

Technology
PUT
$926,000
3.1K
Q1 2025
Reduced 13.89%
ABNB
Airbnb, Inc.

Consumer Cyclical
PUT
$794,000
6K
Q1 2025
Reduced 33.33%
UNH
Unitedhealth Group Inc

Healthcare
PUT
$623,000
2K
Q2 2025
Added 900.0%
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$247,000
400
Q2 2025
Added 33.33%
ALL
Allstate Corp

Financial Services
PUT
$362,000
1.8K
Q2 2025
Reduced 5.26%
GOOG
Alphabet Inc.

Communication Services
PUT
$230,000
1.3K
Q3 2024
Reduced 51.85%
PG
Procter & Gamble CO

Consumer Defensive
PUT
$334,000
2.1K
Q1 2024
New holding
NFLX
Netflix Inc

Communication Services
PUT
$401,000
300
Q1 2025
New holding
HD
Home Depot, Inc.

Consumer Cyclical
PUT
$659,000
1.8K
Q4 2024
Reduced 5.26%
ETN
Eaton Corp PLC

Industrials
PUT
$571,000
1.6K
Q2 2025
Reduced 11.11%
Arm Holdings PLC
PUT
$0
500
Q2 2024
New holding
UNH
Unitedhealth Group Inc

Healthcare
CALL
$62,000
200
Q2 2025
Added 900.0%
TXN
Texas Instruments Inc

Technology
PUT
$58,000
300
Q1 2025
Reduced 57.14%
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$220,000
400
Q2 2025
Added 33.33%
SOUN
Soundhound Ai, Inc.

Technology
CALL
$5,000
500
Q1 2025
New holding
XLI
Industrial Sector Spdr

ETFs
PUT
$88,000
600
Q2 2024
New holding
GOOGL
Alphabet Inc.

Communication Services
PUT
$176,000
1K
Q2 2025
Reduced 33.33%
Circle Internet Group Inc
PUT
$0
5K
Q2 2025
New holding
MDLZ
Mondelez International, Inc.

Consumer Defensive
CALL
$33,000
500
Q4 2024
New holding
Lam Research Corp
PUT
$0
5K
Q2 2025
Reduced 76.19%

Summary

  • Portfolio
  • No. of Stocks 683
  • Current Value $4.6 Billion
  • Prior Value $4.01 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 46 stocks
  • Additional Purchases 293 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 266 stocks
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