Destination Wealth Management Options Holdings

Destination Wealth Management

  • $3.51 Billion
  • Q3 2025

Options Holdings Table

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

Consumer Cyclical
PUT
$2.71 Million
6.1K
Q3 2025
Added 8.93%
AVGO
Broadcom Inc.

Technology
PUT
$1.48 Million
4.5K
Q3 2025
Added 12.5%
CTAS
Cintas Corp

Industrials
PUT
$923,000
4.5K
Q3 2025
Added 28.57%
ADI
Analog Devices Inc

Technology
PUT
$614,000
2.5K
Q3 2025
Added 25.0%
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$199,000
300
Q3 2025
Added 200.0%
WM
Waste Management Inc

Industrials
CALL
$220,000
1K
Q3 2025
Added 900.0%
QQQ
Invesco Qqq Trust, Series 1

ETFs
CALL
$60,000
100
Q2 2025
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$87,000
400
Q3 2025
Added 300.0%
ASML
Asml Holding Nv

Technology
CALL
$96,000
100
Q3 2025
New holding
MA
Mastercard Inc

Financial Services
CALL
$170,000
300
Q3 2025
New holding
XLK
Technology Sector Spdr

ETFs
CALL
$84,000
300
Q3 2025
New holding
AAPL
Apple Inc.

Technology
PUT
$127,000
500
Q3 2025
New holding
META
Meta Platforms, Inc.

Communication Services
CALL
$73,000
100
Q1 2024
New holding
IRM
Iron Mountain Inc

Real Estate
CALL
$152,000
1.5K
Q3 2025
Added 1400.0%
MSFT
Microsoft Corp

Technology
PUT
$155,000
300
Q3 2025
New holding
SCHD
Schwab Strategic Tr Us Dividen

ETFs
CALL
$54,000
2K
Q3 2025
Added 566.67%
V
Visa Inc.

Financial Services
CALL
$102,000
300
Q3 2025
New holding
CEG
Constellation Energy Corp

Utilities
CALL
$65,000
200
Q2 2025
New holding
AVGO
Broadcom Inc.

Technology
CALL
$65,000
200
Q3 2025
Added 12.5%
NVDA
Nvidia Corp

Technology
CALL
$111,000
600
Q3 2025
Reduced 40.0%
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
CALL
$150,000
300
Q3 2025
New holding
AXP
American Express CO

Financial Services
CALL
$132,000
400
Q3 2025
New holding
NOW
Service Now, Inc.

Technology
CALL
$92,000
100
Q2 2025
New holding
GOOG
Alphabet Inc.

Communication Services
PUT
$48,000
200
Q3 2025
New holding
GOOGL
Alphabet Inc.

Communication Services
CALL
$121,000
500
Q3 2025
Added 400.0%
ACN
Accenture PLC

Technology
CALL
$24,000
100
Q3 2025
New holding
NFLX
Netflix Inc

Communication Services
CALL
$119,000
100
Q1 2025
New holding
EFA
Ishares Tr Msci Eafe ETF

ETFs
CALL
$93,000
1K
Q2 2025
New holding
JPM
Jpmorgan Chase & CO

Financial Services
CALL
$157,000
500
Q3 2025
Added 400.0%
GLD
Spdr Gold Trust

ETFs
CALL
$35,000
100
Q3 2025
New holding
ISRG
Intuitive Surgical Inc

Healthcare
CALL
$89,000
200
Q3 2025
New holding
AAPL
Apple Inc.

Technology
CALL
$50,000
200
Q3 2025
New holding
BX
Blackstone Inc.

Financial Services
CALL
$34,000
200
Q2 2025
Added 100.0%
XLP
Consumer Staples Sector Spdr

ETFs
CALL
$152,000
2K
Q3 2025
Added 1900.0%

Summary

  • Portfolio
  • No. of Stocks 316
  • Current Value $3.51 Billion
  • Prior Value $3.3 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 134 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
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