Destination Wealth Management Purchases in Q1 2025

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.85K
New
$25.77 - $27.6 $202K - $217K
7.85K $208K
MCK
Mckesson Corp

Healthcare
310
New
$566.21 - $672.99 $176K - $209K
310 $208K
NKE
Nike, Inc.

Consumer Cyclical
3.2K
New
$63.29 - $81.72 $203K - $262K
3.2K $203K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
602
New
$333.37 - $384.99 $201K - $232K
602 $201K
REFR
Research Frontiers Inc

Technology
165K
New
$1.13 - $1.79 $186K - $295K
165K $186K
FNDX
Schwab Fundamental U S Large C

ETFs
7.61K
+ 81.4%
$23.03 - $25.01 $175K - $190K
17K $400K
IEFA
Ishares Tr

ETFs
1.1K
+ 9.39%
$69.57 - $78.65 $76.6K - $86.6K
12.8K $970K
CAT
Caterpillar Inc

Industrials
453
+ 61.13%
$326.75 - $407.63 $148K - $185K
1.19K $393K
CSCO
Cisco Systems, Inc.

Technology
1.62K
+ 19.3%
$58.74 - $64.87 $95K - $105K
10K $617K
META
Meta Platforms, Inc.

Communication Services
364
+ 5.38%
$576.36 - $736.67 $210K - $268K
7.13K $4.11M
IBM
International Business Machines Corp

Technology
31
+ 0.83%
$217.4 - $264.74 $6.74K - $8.21K
3.75K $932K
NVO
Novo Nordisk A S

Healthcare
48.5K
+ 24.71%
$69.3 - $90.95 $3.36M - $4.41M
245K $17M
MS
Morgan Stanley

Financial Services
1.28K
+ 30.53%
$111.68 - $141.08 $143K - $181K
5.49K $640K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
882
+ 1.75%
$98.43 - $98.88 $86.8K - $87.2K
51.2K $5.06M
QCOM
Qualcomm Inc

Technology
667
+ 0.38%
$151.94 - $175.86 $101K - $117K
174K $26.7M
XLP
Consumer Staples Sector Spdr

ETFs
1.04K
+ 1.67%
N/A
63.1K $4.8M
DUK
Duke Energy Corp

Utilities
9
+ 0.18%
$105.87 - $121.97 $953 - $1.1K
4.99K $608K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.12K
+ 10.15%
$27.01 - $28.54 $57.3K - $60.5K
23K $643K
NEE
Nextera Energy Inc

Utilities
889
+ 24.89%
$66.96 - $76.16 $59.5K - $67.7K
4.46K $316K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.72K
+ 4.81%
$497.6 - $606.74 $855K - $1.04M
37.4K $18.6M
LIT
Global X Fds Global X Lithium

ETFs
1.64K
+ 19.99%
$38.8 - $42.84 $63.4K - $70K
9.82K $380K
PWZ
Invesco California Amt Free Mu

ETFs
2.9K
+ 8.95%
$23.68 - $24.72 $68.6K - $71.6K
35.3K $840K
CMF
Ishares California Muni Bond E

ETFs
999
+ 5.71%
$55.93 - $57.47 $55.9K - $57.4K
18.5K $1.04M
SBUX
Starbucks Corp

Consumer Cyclical
59
+ 1.21%
$91.75 - $115.81 $5.41K - $6.83K
4.94K $484K
VIG
Vanguard Dividend Appreciation

ETFs
200
+ 6.9%
N/A
3.1K $564K
SPGI
S&P Global Inc.

Financial Services
56
+ 7.48%
$478.26 - $543.77 $26.8K - $30.5K
805 $409K
RSP
Invesco S&P 500 Equal Weight E

ETFs
239
+ 7.47%
$169.43 - $182.84 $40.5K - $43.7K
3.44K $595K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
145
+ 3.75%
$87.68 - $94.52 $12.7K - $13.7K
4.01K $375K
COP
Conocophillips

Energy
16
+ 0.31%
$88.6 - $105.85 $1.42K - $1.69K
5.13K $538K
SRE
Sempra Energy

Utilities
912
+ 39.74%
$67.85 - $87.67 $61.9K - $80K
3.21K $228K
ISRG
Intuitive Surgical Inc

Healthcare
66
+ 9.21%
$476.63 - $610.45 $31.5K - $40.3K
783 $387K
IDXX
Idexx Laboratories Inc

Healthcare
8
+ 1.03%
$406.29 - $469.04 $3.25K - $3.75K
781 $327K
CMI
Cummins Inc

Industrials
102
+ 14.55%
$312.92 - $386.07 $31.9K - $39.4K
803 $251K
DGRO
Ishares Core Dividend Growth E

ETFs
35
+ 0.52%
$60.46 - $64.42 $2.12K - $2.25K
6.72K $415K
GS
Goldman Sachs Group Inc

Financial Services
45
+ 5.28%
$524.81 - $672.19 $23.6K - $30.2K
898 $490K
ELS
Equity Lifestyle Properties Inc

Real Estate
27
+ 0.73%
$64.36 - $69.32 $1.74K - $1.87K
3.73K $248K
TXN
Texas Instruments Inc

Technology
1
+ 0.06%
N/A
1.66K $322K
Asp Isotopes Inc
57K
New
N/A
57K $0
Blackrock Inc
3
+ 0.24%
N/A
1.25K $0
IGBH
Ishares Interest Rate Hedged L

ETFs
95
+ 0.31%
$24.01 - $24.7 $2.28K - $2.35K
30.6K $733K
IWM
Ishares Russell 2000 ETF

ETFs
52
+ 5.46%
$198.1 - $229.79 $10.3K - $11.9K
1.01K $200K
GLW
Corning Inc

Technology
49
+ 0.6%
$44.91 - $54.25 $2.2K - $2.66K
8.15K $373K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
44
+ 1.37%
$120.24 - $134.3 $5.29K - $5.91K
3.26K $397K
RPM
Rpm International Inc

Basic Materials
13
+ 0.4%
$114.03 - $128.31 $1.48K - $1.67K
3.29K $380K
SPMD
Spdr Portfolio

ETFs
214
+ 2.03%
$50.21 - $57.73 $10.7K - $12.4K
10.7K $549K
VB
Vanguard Small Cap ETF

ETFs
7
+ 0.4%
$217.89 - $252.64 $1.53K - $1.77K
1.76K $390K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
175
+ 0.15%
$20.7 - $21.15 $3.62K - $3.7K
116K $2.39M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
60
+ 3.62%
$165.25 - $224.62 $9.92K - $13.5K
1.72K $285K
DSI
Ishares Msci Kld 400 Social Et

ETFs
264
+ 2.99%
$101.98 - $115.66 $26.9K - $30.5K
9.09K $931K
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
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