Destination Wealth Management Purchases in Q1 2025

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
71K
+ 5.16%
$95.85 - $99.25 $6.8M - $7.04M
1.45M $143M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
54.5K
+ 7.52%
$97.25 - $104.79 $5.3M - $5.71M
779K $80.9M
JNJ
Johnson & Johnson

Healthcare
8.37K
+ 3.08%
$142.06 - $167.7 $1.19M - $1.4M
280K $46.5M
AMT
American Tower Corp

Real Estate
5.7K
+ 5.89%
$173.46 - $217.6 $989K - $1.24M
102K $22.3M
PLTR
Palantir Technologies Inc.

Technology
48.5K
+ 1433.89%
$64.98 - $124.62 $3.15M - $6.04M
51.8K $4.37M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
375
+ 2.59%
$1187.71 - $1432.58 $445K - $537K
14.8K $21.3M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
18.9K
+ 2.61%
$100.59 - $103.47 $1.9M - $1.95M
741K $76.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.53K
+ 201.18%
$507.05 - $563.67 $3.82M - $4.24M
11.3K $5.79M
VZ
Verizon Communications Inc

Communication Services
21.4K
+ 4.36%
$37.81 - $46.49 $809K - $995K
512K $23.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6.65K
+ 0.96%
$128.74 - $138.67 $856K - $922K
703K $95.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
13.3K
New
$211.47 - $267.17 $2.8M - $3.54M
13.3K $2.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
27.1K
+ 1.96%
$51.52 - $52.37 $1.4M - $1.42M
1.41M $73.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
33.9K
+ 3.8%
$44.72 - $46.25 $1.51M - $1.57M
925K $42.6M
CL
Colgate Palmolive CO

Consumer Defensive
8.44K
+ 1.69%
$85.68 - $97.5 $723K - $823K
507K $47.5M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
26.8K
+ 3.4%
$92.03 - $93.95 $2.47M - $2.52M
816K $75.3M
NVDA
Nvidia Corp

Technology
34.8K
+ 47.53%
$106.98 - $149.43 $3.73M - $5.2M
108K $11.7M
IDV
Ishares Tr

ETFs
1.65K
+ 0.4%
$27.0 - $31.7 $44.5K - $52.2K
413K $12.8M
PFE
Pfizer Inc

Healthcare
88.7K
+ 12.98%
$25.01 - $27.13 $2.22M - $2.41M
772K $19.6M
VXF
Vanguard Extended Market ETF

ETFs
7.59K
New
$170.36 - $201.04 $1.29M - $1.53M
7.59K $1.31M
IMTB
Ishares Tr

ETFs
16.9K
+ 3.88%
$41.91 - $43.46 $708K - $735K
452K $19.6M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
16.6K
+ 3.07%
$47.59 - $48.35 $788K - $800K
555K $26.8M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
18.4K
+ 3.84%
$50.87 - $51.09 $937K - $941K
498K $25.4M
GBF
Ishares Tr

ETFs
5.98K
+ 3.38%
$101.08 - $104.63 $604K - $625K
183K $19M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.46K
+ 21.23%
$468.34 - $539.52 $1.62M - $1.87M
19.8K $9.27M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
CVX
Chevron Corp

Energy
141
+ 0.44%
$146.71 - $167.97 $20.7K - $23.7K
32.4K $5.42M
ZTS
Zoetis Inc.

Healthcare
3K
+ 2.4%
$156.48 - $175.67 $469K - $527K
128K $21.1M
IEMG
Ishares Inc

ETFs
13K
+ 1.04%
N/A
1.27M $68M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
24.1K
New
$26.53 - $29.63 $638K - $713K
24.1K $647K
ADP
Automatic Data Processing Inc

Industrials
1.9K
+ 122.05%
$286.85 - $318.64 $546K - $607K
3.46K $1.06M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
8.24K
+ 7.35%
$50.82 - $52.7 $419K - $434K
120K $6.32M
PANW
Palo Alto Networks Inc

Technology
3.1K
New
$167.82 - $208.28 $520K - $646K
3.1K $528K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
6.14K
+ 2.6%
$49.67 - $51.43 $305K - $316K
242K $12.4M
PM
Philip Morris International Inc.

Consumer Defensive
3.1K
New
$117.15 - $158.79 $364K - $493K
3.1K $492K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.02K
+ 1.44%
$100.32 - $100.76 $403K - $405K
284K $28.5M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.01K
+ 0.72%
$45.92 - $47.58 $92.1K - $95.4K
280K $13.3M
AVGO
Broadcom Inc.

Technology
9.49K
+ 49.73%
$167.43 - $244.7 $1.59M - $2.32M
28.6K $4.78M
CRWD
Crowd Strike Holdings, Inc.

Technology
959
New
$308.86 - $455.36 $296K - $437K
959 $338K
VTV
Vanguard Value ETF

ETFs
1.28K
+ 4.33%
$167.73 - $179.21 $214K - $229K
30.8K $5.32M
RTX
Raytheon Technologies Corp

Industrials
1.99K
+ 76.13%
$114.1 - $135.66 $227K - $270K
4.61K $610K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
4.92K
+ 26.18%
$52.31 - $54.02 $258K - $266K
23.7K $1.28M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.42K
New
$42.5 - $46.71 $273K - $300K
6.42K $290K
VHT
Vanguard Health Care ETF

ETFs
253
+ 1.4%
$254.06 - $273.83 $64.3K - $69.3K
18.3K $4.84M
VTI
Vanguard Total Stock Market Et

ETFs
1.07K
+ 40.41%
$271.18 - $303.12 $290K - $324K
3.72K $1.02M
FNDF
Schwab Fundamental Intl Large

ETFs
6.56K
New
$32.9 - $37.45 $216K - $245K
6.56K $236K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2K
+ 3.15%
$100.34 - $100.68 $201K - $202K
65.6K $6.61M
SHV
Ishares Tr

ETFs
1.98K
+ 17.99%
$110.11 - $110.51 $218K - $219K
13K $1.43M
SUB
Ishares Short Term National Mu

ETFs
2.09K
+ 32.89%
$105.3 - $106.24 $220K - $222K
8.45K $892K
ALL
Allstate Corp

Financial Services
1.02K
New
$180.99 - $210.18 $185K - $215K
1.02K $211K
Activity Summary
Buys All Purchases 122 New Holdings 16 Increased Positions 106 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 1 Puts 4
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email