Destination Wealth Management Options Holdings

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024

Options Holdings Table

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

Technology
PUT
$2.25 Million
9K
Q1 2024
Reduced 18.18%
AVGO
Broadcom Inc.

Technology
PUT
$463,000
2K
Q4 2024
Added 100.0%
ADI
Analog Devices Inc

Technology
PUT
$212,000
1K
Q4 2024
Added 100.0%
NVDA
Nvidia Corp

Technology
CALL
$134,000
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
$58,000
100
Q1 2024
New holding
WMT
Walmart Inc.

Consumer Defensive
CALL
$27,000
300
Q1 2024
Added 200.0%
COST
Costco Wholesale Corp

Consumer Defensive
CALL
$91,000
100
Q1 2023
New holding
WM
Waste Management Inc

Industrials
CALL
$20,000
100
Q1 2024
New holding
IRM
Iron Mountain Inc

Real Estate
CALL
$10,000
100
Q4 2023
New holding
MSFT
Microsoft Corp

Technology
CALL
$42,000
100
Q2 2023
New holding
JPM
Jpmorgan Chase & CO

Financial Services
CALL
$23,000
100
Q2 2023
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$58,000
100
Q1 2023
New holding
BX
Blackstone Inc.

Financial Services
CALL
$17,000
100
Q1 2023
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$21,000
100
Q1 2023
New holding
AAPL
Apple Inc.

Technology
CALL
$25,000
100
Q1 2024
Reduced 18.18%
SCHD
Schwab Strategic Tr Us Dividen

ETFs
CALL
$8,000
300
Q4 2024
Added 200.0%

Summary

  • Portfolio
  • No. of Stocks 250
  • Current Value $3.17 Billion
  • Prior Value $3.19 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 113 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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