Destination Wealth Management Purchases in Q3 2024

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
5.3K
New
$77.0 - $90.52 $408K - $480K
5.3K $477K
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.32K
New
$71.45 - $75.64 $452K - $478K
6.32K $474K
HD
Home Depot, Inc.

Consumer Cyclical
491
+ 11.9%
$333.64 - $405.2 $164K - $199K
4.62K $1.87M
GLW
Corning Inc

Technology
9.87K
New
$37.76 - $46.2 $373K - $456K
9.87K $445K
XLF
Financial Sector Spdr

ETFs
9.81K
New
$40.84 - $45.74 $401K - $449K
9.81K $444K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.85K
New
$77.02 - $85.06 $374K - $413K
4.85K $410K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.69K
+ 2.56%
$50.85 - $53.88 $137K - $145K
108K $5.78M
VCR
Vanguard Consumer Discretionar

ETFs
657
+ 10.39%
$291.88 - $341.94 $192K - $225K
6.98K $2.38M
RPM
Rpm International Inc

Basic Materials
3.27K
New
$103.91 - $125.03 $339K - $408K
3.27K $395K
ORCL
Oracle Corp

Technology
1.34K
+ 27.21%
$125.9 - $170.35 $168K - $227K
6.24K $1.06M
PLD
Prologis, Inc.

Real Estate
2.47K
+ 121.54%
$111.95 - $132.43 $277K - $327K
4.5K $568K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
4.74K
+ 1.48%
$24.38 - $25.2 $116K - $120K
326K $8.19M
VEA
Vanguard Ftse Developed Market

ETFs
6.31K
New
$47.6 - $53.31 $300K - $336K
6.31K $333K
ABBV
Abb Vie Inc.

Healthcare
1.37K
+ 68.11%
$163.84 - $199.33 $224K - $272K
3.37K $665K
PEP
Pepsico Inc

Consumer Defensive
711
+ 1.88%
$161.9 - $179.3 $115K - $127K
38.6K $6.55M
NICE
Nice Ltd.

Technology
1.78K
New
$154.95 - $184.96 $276K - $329K
1.78K $309K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
1.4K
+ 1.84%
$21.65 - $25.28 $30.3K - $35.4K
77.6K $1.96M
UNH
Unitedhealth Group Inc

Healthcare
504
New
$488.01 - $604.18 $246K - $305K
504 $294K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.03K
New
$256.4 - $289.78 $265K - $299K
1.03K $293K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.46K
New
$73.43 - $80.37 $254K - $278K
3.46K $277K
ELS
Equity Lifestyle Properties Inc

Real Estate
3.68K
New
$63.6 - $76.23 $234K - $280K
3.68K $262K
TMUS
T Mobile Us, Inc.

Communication Services
1.19K
New
$175.14 - $206.36 $209K - $246K
1.19K $245K
BLK
Black Rock Inc.

Financial Services
71
+ 6.64%
$782.27 - $949.51 $55.5K - $67.4K
1.14K $1.08M
T
At&T Inc.

Communication Services
10.9K
New
$18.21 - $22.28 $199K - $243K
10.9K $239K
VLUE
Ishares Msci Usa Value Factor

ETFs
2.17K
New
$99.14 - $109.18 $215K - $237K
2.17K $236K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.73K
New
$56.47 - $63.69 $210K - $237K
3.73K $234K
NEE
Nextera Energy Inc

Utilities
2.76K
New
$69.9 - $84.97 $193K - $235K
2.76K $233K
SBUX
Starbucks Corp

Consumer Cyclical
2.37K
New
$72.51 - $98.6 $172K - $233K
2.37K $230K
CMI
Cummins Inc

Industrials
701
New
$266.63 - $326.4 $187K - $229K
701 $226K
ADBE
Adobe Inc.

Technology
459
+ 115.33%
$508.13 - $586.55 $233K - $269K
857 $443K
LOW
Lowes Companies Inc

Consumer Cyclical
819
New
$213.3 - $270.78 $175K - $222K
819 $221K
ORI
Old Republic International Corp

Financial Services
6.13K
New
$29.89 - $35.9 $183K - $220K
6.13K $217K
FNDX
Schwab Fundamental U S Large C

ETFs
2.92K
New
$65.36 - $71.76 $191K - $209K
2.92K $209K
DUK
Duke Energy Corp

Utilities
1.07K
+ 27.87%
$99.35 - $117.71 $106K - $126K
4.9K $564K
VB
Vanguard Small Cap ETF

ETFs
665
+ 60.07%
$214.77 - $237.72 $143K - $158K
1.77K $420K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.03K
+ 3.11%
$31.18 - $33.5 $63.2K - $67.9K
67.3K $2.24M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.37K
+ 1.02%
$24.86 - $26.33 $34.1K - $36.2K
136K $3.56M
IRM
Iron Mountain Inc

Real Estate
761
+ 25.83%
$89.69 - $119.32 $68.3K - $90.8K
3.71K $440K
BAC
Bank Of America Corp

Financial Services
4.2K
+ 58.02%
$36.65 - $44.13 $154K - $185K
11.4K $454K
ANSS
Ansys Inc

Technology
1.15K
+ 1.68%
$296.54 - $331.25 $340K - $380K
69.3K $22.1M
IBM
International Business Machines Corp

Technology
222
+ 10.69%
$175.1 - $223.38 $38.9K - $49.6K
2.3K $508K
XOM
Exxon Mobil Corp

Energy
1.12K
+ 22.45%
$109.72 - $119.0 $123K - $134K
6.13K $718K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
111
+ 3.72%
$475.2 - $527.7 $52.7K - $58.6K
3.1K $1.63M
RSP
Invesco S&P 500 Equal Weight E

ETFs
600
+ 30.06%
$162.83 - $179.16 $97.7K - $107K
2.6K $465K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
334
+ 1.0%
$54.38 - $59.77 $18.2K - $20K
33.9K $2.01M
CAT
Caterpillar Inc

Industrials
232
+ 37.3%
$316.8 - $391.12 $73.5K - $90.7K
854 $334K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
821
+ 1.71%
$98.23 - $98.97 $80.6K - $81.3K
49K $4.85M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
913
+ 1.51%
$100.3 - $100.74 $91.6K - $92K
61.5K $6.19M
NFLX
Netflix Inc

Communication Services
76
+ 7.55%
$598.55 - $722.26 $45.5K - $54.9K
1.08K $768K
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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