Destination Wealth Management Purchases in Q2 2025

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVSC
American Centy ETF Tr Avantis
5.85K
New
$42.39 - $51.76 $248K - $303K
5.85K $301K
IBND
Spdr Bloomberg International C

ETFs
8.53K
New
$29.46 - $32.59 $251K - $278K
8.53K $278K
TXN
Texas Instruments Inc

Technology
1.4K
+ 84.77%
N/A
3.06K $595K
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.26K
New
$52.31 - $63.72 $223K - $271K
4.26K $271K
AVDV
American Centy ETF Tr Avantis

ETFs
3.4K
New
$61.76 - $79.32 $210K - $270K
3.4K $269K
CTAS
Cintas Corp

Industrials
72
+ 0.51%
$190.11 - $227.66 $13.7K - $16.4K
14.2K $3.16M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
1.14K
+ 3.91%
$45.13 - $56.88 $51.4K - $64.8K
30.3K $1.72M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
7.62K
+ 2.28%
$24.66 - $25.17 $188K - $192K
341K $8.59M
AMAT
Applied Materials Inc

Technology
86
+ 1.41%
$126.95 - $183.52 $10.9K - $15.8K
6.2K $1.13M
DHR
Danaher Corp

Healthcare
7.85K
+ 4.49%
$174.64 - $205.16 $1.37M - $1.61M
183K $36.1M
HTBK
Heritage Commerce Corp

Financial Services
24.7K
New
$8.25 - $9.93 $204K - $245K
24.7K $245K
BWX
Spdr Bloomberg International T

ETFs
10.1K
New
$21.87 - $23.49 $220K - $237K
10.1K $236K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.61K
+ 2.17%
$51.1 - $53.29 $133K - $139K
123K $6.55M
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.97K
New
$24.54 - $25.07 $220K - $225K
8.97K $224K
NOW
Service Now, Inc.

Technology
203
New
$721.65 - $1040.18 $146K - $211K
203 $208K
IYY
Ishares Tr

ETFs
1.38K
New
$120.9 - $150.87 $167K - $208K
1.38K $208K
APH
Amphenol Corp

Technology
2.1K
New
$59.09 - $98.75 $124K - $207K
2.1K $206K
IWN
Ishares Russell2000 Val ETF

ETFs
1.3K
New
$131.84 - $157.76 $171K - $205K
1.3K $204K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
8.95K
New
$21.85 - $22.76 $196K - $204K
8.95K $203K
CEG
Constellation Energy Corp

Utilities
631
New
$170.96 - $322.76 $108K - $204K
631 $203K
IGOV
Ishares 1 3 International Trea

ETFs
4.67K
New
$39.53 - $43.1 $185K - $201K
4.67K $201K
INTC
Intel Corp

Technology
8.96K
+ 67.51%
$18.13 - $22.69 $163K - $203K
22.2K $498K
IEFA
Ishares Tr

ETFs
1.14K
+ 8.88%
$67.83 - $84.09 $77.3K - $95.8K
14K $1.17M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.33K
+ 2.51%
$89.87 - $92.93 $209K - $216K
94.9K $8.75M
DSI
Ishares Msci Kld 400 Social Et

ETFs
543
+ 5.97%
$91.62 - $116.16 $49.7K - $63.1K
9.63K $1.12M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
6.69K
+ 5.78%
$20.12 - $21.0 $135K - $140K
122K $2.56M
BAC
Bank Of America Corp

Financial Services
1.79K
+ 12.88%
$34.39 - $47.46 $61.4K - $84.8K
15.7K $740K
GS
Goldman Sachs Group Inc

Financial Services
14
+ 1.56%
$462.22 - $707.75 $6.47K - $9.91K
912 $645K
MS
Morgan Stanley

Financial Services
139
+ 2.53%
$99.83 - $140.86 $13.9K - $19.6K
5.63K $792K
AMGN
Amgen Inc

Healthcare
593
+ 43.48%
$262.28 - $309.85 $156K - $184K
1.96K $546K
SPGI
S&P Global Inc.

Financial Services
157
+ 19.5%
$438.31 - $527.29 $68.8K - $82.8K
962 $507K
CAT
Caterpillar Inc

Industrials
73
+ 6.11%
$273.94 - $388.21 $20K - $28.3K
1.27K $491K
IDXX
Idexx Laboratories Inc

Healthcare
4
+ 0.51%
$361.04 - $536.34 $1.44K - $2.15K
785 $421K
RTX
Raytheon Technologies Corp

Industrials
149
+ 3.23%
$113.75 - $148.48 $16.9K - $22.1K
4.76K $695K
FNDX
Schwab Fundamental U S Large C

ETFs
2.58K
+ 15.23%
$20.84 - $24.54 $53.9K - $63.4K
19.6K $479K
HD
Home Depot, Inc.

Consumer Cyclical
212
+ 4.94%
$335.24 - $380.78 $71.1K - $80.7K
4.51K $1.65M
MPC
Marathon Petroleum Corp

Energy
23
+ 0.71%
$118.55 - $170.08 $2.73K - $3.91K
3.25K $539K
ROST
Ross Stores, Inc.

Consumer Cyclical
665
+ 0.58%
$126.62 - $154.26 $84.2K - $103K
116K $14.8M
GLW
Corning Inc

Technology
49
+ 0.6%
$39.07 - $52.59 $1.91K - $2.58K
8.2K $431K
NUSC
Nuveen Esg Small Cap ETF

ETFs
569
+ 4.49%
$33.38 - $40.81 $19K - $23.2K
13.2K $538K
HON
Honeywell International Inc

Industrials
15
+ 0.67%
$182.86 - $232.88 $2.74K - $3.49K
2.26K $526K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
41
+ 1.26%
$108.06 - $135.3 $4.43K - $5.55K
3.3K $446K
PIPR
Piper Sandler Companies

Financial Services
13
+ 0.87%
$210.78 - $281.82 $2.74K - $3.66K
1.5K $417K
PLUS
Eplus Inc

Technology
29
+ 0.73%
$54.77 - $74.09 $1.59K - $2.15K
4.03K $290K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.59K
+ 2.37%
$29.0 - $30.68 $46.1K - $48.8K
68.6K $2.1M
VB
Vanguard Small Cap ETF

ETFs
25
+ 1.42%
$193.73 - $237.37 $4.84K - $5.93K
1.79K $423K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.1%
$224.16 - $285.86 $224 - $286
1.04K $296K
XLF
Financial Sector Spdr

ETFs
67
+ 0.7%
$43.92 - $52.37 $2.94K - $3.51K
9.66K $505K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
886
+ 11.63%
$31.07 - $32.25 $27.5K - $28.6K
8.51K $270K
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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