Destination Wealth Management Purchases in Q2 2025

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.06M
New
$25.48 - $27.78 $52.5M - $57.2M
2.06M $54.8M
MSFT
Microsoft Corp

Technology
32.3K
+ 22.49%
$354.56 - $497.45 $11.4M - $16.1M
176K $87.5M
LLY
Eli Lilly & CO

Healthcare
20.6K
+ 69.2%
$713.71 - $898.95 $14.7M - $18.5M
50.4K $39.3M
ISRG
Intuitive Surgical Inc

Healthcare
25.6K
+ 3272.8%
$451.58 - $565.94 $11.6M - $14.5M
26.4K $14.4M
AMZN
Amazon Com Inc

Consumer Cyclical
531
+ 0.17%
$167.32 - $223.3 $88.8K - $119K
315K $69.1M
GOOGL
Alphabet Inc.

Communication Services
3.76K
+ 1.17%
$144.7 - $178.6 $545K - $672K
325K $57.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
33.4K
+ 4.19%
$90.56 - $109.49 $3.02M - $3.65M
830K $90.7M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
107K
+ 38.3%
$46.41 - $47.7 $4.98M - $5.12M
388K $18.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21.2K
+ 2.11%
$51.16 - $62.02 $1.08M - $1.31M
1.03M $63.7M
ADI
Analog Devices Inc

Technology
743
+ 0.61%
$164.6 - $238.02 $122K - $177K
123K $29.4M
PAVE
Global X Fds Us Infrastructure

ETFs
573
+ 0.09%
$33.78 - $43.68 $19.4K - $25K
642K $28M
ANSS
Ansys Inc

Technology
392
+ 0.56%
$284.19 - $351.22 $111K - $138K
70.5K $24.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.71K
+ 7.88%
$496.48 - $617.85 $851K - $1.06M
23.5K $14.5M
BX
Blackstone Inc.

Financial Services
2.96K
+ 1.61%
$120.07 - $151.11 $356K - $447K
187K $28M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
26.5K
New
$60.34 - $74.89 $1.6M - $1.98M
26.5K $1.98M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.8K
+ 0.96%
$96.84 - $99.46 $1.34M - $1.37M
1.46M $145M
QCOM
Qualcomm Inc

Technology
3.93K
+ 2.26%
$124.66 - $159.48 $489K - $626K
178K $28.3M
IXP
Ishares Global Comm Services E

ETFs
35
+ 0.04%
$88.17 - $112.32 $3.09K - $3.93K
81K $9.09M
VEA
Vanguard Ftse Developed Market

ETFs
20.6K
New
$45.65 - $57.01 $941K - $1.18M
20.6K $1.18M
GOOG
Alphabet Inc.

Communication Services
3.11K
+ 10.55%
$146.58 - $180.01 $455K - $559K
32.6K $5.78M
AMT
American Tower Corp

Real Estate
2.36K
+ 2.3%
$203.96 - $228.19 $481K - $538K
105K $23.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.77K
+ 0.41%
$51.68 - $52.76 $298K - $305K
1.42M $74.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
931
+ 5.76%
$272.36 - $339.57 $254K - $316K
17.1K $5.8M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
7.6K
+ 0.93%
$88.49 - $92.4 $672K - $702K
823K $76.1M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
16.1K
+ 3.23%
$50.1 - $51.02 $807K - $822K
514K $26.2M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7.1K
+ 2.5%
$100.04 - $100.54 $710K - $714K
291K $29.2M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
10.8K
+ 1.94%
$47.89 - $48.65 $516K - $524K
566K $27.5M
UPS
United Parcel Service Inc

Industrials
6.82K
New
$91.92 - $110.2 $627K - $751K
6.82K $688K
NFLX
Netflix Inc

Communication Services
124
+ 9.65%
$855.86 - $1339.13 $106K - $166K
1.41K $1.89M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
16.9K
+ 23.51%
$22.92 - $28.05 $387K - $474K
88.7K $2.49M
TT
Trane Technologies PLC

Industrials
1.36K
New
$315.21 - $437.41 $429K - $595K
1.36K $595K
LMT
Lockheed Martin Corp

Industrials
636
+ 3.89%
$430.82 - $486.45 $274K - $309K
17K $7.86M
GBF
Ishares Tr

ETFs
4.15K
+ 2.27%
$101.99 - $104.66 $424K - $435K
187K $19.5M
SUB
Ishares Short Term National Mu

ETFs
4.43K
+ 52.41%
$104.77 - $106.34 $464K - $471K
12.9K $1.37M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
876
+ 2.88%
$101.97 - $126.75 $89.3K - $111K
31.3K $3.96M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
15.9K
+ 5.13%
$28.02 - $32.37 $444K - $513K
325K $10.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.99K
New
$34.72 - $42.74 $347K - $427K
9.99K $426K
IEMG
Ishares Inc

ETFs
7.89K
+ 0.62%
N/A
1.28M $68.5M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
9.39K
New
$36.25 - $42.28 $340K - $397K
9.39K $396K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.57K
+ 0.6%
$45.12 - $46.23 $251K - $258K
931K $43M
DFAT
Dimensional ETF Tr U S Target

ETFs
7.26K
New
$44.8 - $53.97 $325K - $392K
7.26K $391K
MO
Altria Group, Inc.

Consumer Defensive
6.09K
New
$55.56 - $60.91 $338K - $371K
6.09K $357K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
5.03K
+ 2.08%
$49.73 - $51.44 $250K - $259K
247K $12.7M
UL
Unilever PLC

Consumer Defensive
2.12K
+ 1.59%
$57.9 - $65.43 $123K - $138K
135K $8.25M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.82K
+ 1.7%
$43.28 - $50.37 $165K - $192K
228K $11.4M
IMTB
Ishares Tr

ETFs
4.93K
+ 1.09%
$42.53 - $43.63 $210K - $215K
457K $19.9M
PFE
Pfizer Inc

Healthcare
48.1K
+ 6.22%
$21.59 - $24.84 $1.04M - $1.19M
820K $19.9M
T
At&T Inc.

Communication Services
10.7K
New
$26.33 - $28.94 $281K - $308K
10.7K $308K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.19K
New
$41.1 - $42.37 $295K - $305K
7.19K $303K
Activity Summary
Buys All Purchases 138 New Holdings 29 Increased Positions 109 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 7 Puts 4
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