Destination Wealth Management Purchases in Q3 2024

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
25.5K
+ 1373.89%
$772.14 - $960.02 $19.7M - $24.5M
27.3K $24.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
13K
New
$1015.62 - $1159.62 $13.3M - $15.1M
13K $15M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.37K
+ 0.34%
$125.95 - $142.04 $298K - $336K
700K $99.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
50.2K
+ 3.88%
$96.25 - $101.98 $4.83M - $5.12M
1.34M $136M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.49K
+ 0.32%
$105.53 - $118.34 $262K - $294K
789K $92.3M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
16.8K
+ 2.3%
$100.75 - $111.62 $1.69M - $1.87M
745K $81.5M
JNJ
Johnson & Johnson

Healthcare
7.13K
+ 2.73%
$145.48 - $167.38 $1.04M - $1.19M
269K $43.5M
DHR
Danaher Corp

Healthcare
2.69K
+ 1.71%
$239.25 - $280.76 $643K - $754K
159K $44.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.9K
+ 1.2%
$57.32 - $62.65 $682K - $746K
1.01M $62.7M
MCD
Mcdonalds Corp

Consumer Cyclical
1.28K
+ 1.55%
$245.82 - $304.51 $314K - $389K
83.4K $25.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
424
+ 0.55%
$405.19 - $478.57 $172K - $203K
76.9K $35.4M
AMT
American Tower Corp

Real Estate
2.52K
+ 2.72%
$192.27 - $242.73 $484K - $611K
95K $22.1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
22.3K
+ 3.23%
$98.99 - $101.51 $2.2M - $2.26M
710K $72M
V
Visa Inc.

Financial Services
3.06K
+ 1.66%
$253.74 - $291.56 $776K - $892K
187K $51.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
29.4K
+ 3.48%
$44.83 - $47.42 $1.32M - $1.4M
874K $41.2M
ZTS
Zoetis Inc.

Healthcare
1.03K
+ 0.84%
$172.58 - $196.48 $177K - $202K
124K $24.2M
ABT
Abbott Laboratories

Healthcare
3.56K
+ 1.5%
$100.07 - $118.13 $356K - $421K
241K $27.5M
AVGO
Broadcom Inc.

Technology
18.6K
+ 6421.45%
$136.27 - $1745.86 $2.53M - $32.4M
18.8K $3.25M
VZ
Verizon Communications Inc

Communication Services
23K
+ 4.94%
$38.89 - $45.0 $896K - $1.04M
489K $22M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
28.4K
+ 3.78%
$90.85 - $93.3 $2.58M - $2.65M
780K $72.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.78K
+ 0.65%
$75.32 - $84.37 $209K - $234K
431K $36.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
302
+ 0.86%
$531.86 - $624.21 $161K - $189K
35.4K $21.9M
IEMG
Ishares Inc

ETFs
37.1K
+ 3.09%
$53.64 - $53.64 $1.99M - $1.99M
1.24M $66.5M
ADI
Analog Devices Inc

Technology
7.87K
+ 6.97%
$200.56 - $243.33 $1.58M - $1.92M
121K $27.8M
COF
Capital One Financial Corp

Financial Services
876
+ 0.59%
$131.42 - $153.05 $115K - $134K
149K $22.4M
PFE
Pfizer Inc

Healthcare
38.9K
+ 5.85%
$27.7 - $31.39 $1.08M - $1.22M
704K $20.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.25K
+ 23.71%
$434.77 - $502.96 $1.41M - $1.64M
17K $8.28M
META
Meta Platforms, Inc.

Communication Services
2.47K
+ 79.41%
$453.41 - $572.44 $1.12M - $1.41M
5.57K $3.19M
SYK
Stryker Corp

Healthcare
11
+ 0.02%
$315.94 - $371.96 $3.48K - $4.09K
71.1K $25.7M
IMTB
Ishares Tr

ETFs
14.8K
+ 3.57%
$42.23 - $44.8 $624K - $662K
429K $19.1M
SPSB
Spdr Portfolio Short Term Corp

ETFs
17.1K
+ 1.08%
$29.58 - $30.31 $507K - $519K
1.6M $48.5M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
15.1K
+ 2.9%
$47.18 - $48.74 $712K - $735K
534K $26M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.21K
+ 6.29%
$517.38 - $573.86 $628K - $696K
20.5K $11.8M
NVDA
Nvidia Corp

Technology
11.4K
+ 19.54%
$98.91 - $134.91 $1.13M - $1.54M
70K $8.5M
IDV
Ishares Tr

ETFs
7.28K
+ 1.83%
$27.62 - $30.64 $201K - $223K
405K $12.2M
GBF
Ishares Tr

ETFs
4.42K
+ 2.63%
$101.73 - $107.63 $449K - $475K
172K $18.4M
TSLA
Tesla, Inc.

Consumer Cyclical
1.36K
+ 12.09%
$191.76 - $263.26 $261K - $358K
12.6K $3.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
8.12K
+ 3.05%
$100.09 - $100.69 $813K - $818K
274K $27.6M
VTV
Vanguard Value ETF

ETFs
2.09K
+ 7.51%
$159.75 - $174.57 $334K - $365K
29.9K $5.22M
MGC
Vanguard Mega Cap ETF

ETFs
1.55K
+ 3.67%
$185.93 - $206.64 $287K - $319K
43.7K $9.03M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.01K
+ 1.31%
$49.82 - $52.8 $150K - $159K
233K $12.3M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.17K
+ 1.19%
$46.18 - $48.92 $147K - $155K
269K $13.1M
SPMD
Spdr Portfolio

ETFs
10.5K
New
$50.29 - $54.92 $529K - $578K
10.5K $575K
CTAS
Cintas Corp

Industrials
2.66K
New
$201.38 - $819.83 $536K - $2.18M
2.66K $547K
BCAL
Southern Calif Bancorp Com

Financial Services
36.6K
New
$13.27 - $15.79 $485K - $577K
36.6K $540K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
10.6K
+ 2.28%
$50.63 - $51.11 $536K - $541K
475K $24.2M
PG
Procter & Gamble CO

Consumer Defensive
392
+ 0.72%
$160.76 - $177.82 $63K - $69.7K
55.1K $9.53M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.96K
+ 2.16%
$90.01 - $95.32 $177K - $187K
92.9K $8.79M
AMD
Advanced Micro Devices Inc

Technology
2.96K
+ 33.87%
$128.67 - $183.96 $380K - $544K
11.7K $1.92M
Activity Summary
Buys All Purchases 130 New Holdings 26 Increased Positions 104 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 1 Puts 2
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