Destination Wealth Management Purchases in Q3 2024

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
308
+ 2.77%
$70.09 - $78.74 $21.6K - $24.3K
11.4K $893K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.46K
+ 9.03%
$31.05 - $34.29 $45.4K - $50.1K
17.7K $605K
CMF
Ishares California Muni Bond E

ETFs
934
+ 6.98%
$56.65 - $58.17 $52.9K - $54.3K
14.3K $831K
ADP
Automatic Data Processing Inc

Industrials
7
+ 0.45%
$233.44 - $279.45 $1.63K - $1.96K
1.56K $431K
ES
Eversource Energy

Utilities
58
+ 1.24%
$56.52 - $68.38 $3.28K - $3.97K
4.74K $322K
RTX
Raytheon Technologies Corp

Industrials
65
+ 2.83%
$99.55 - $123.34 $6.47K - $8.02K
2.37K $286K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
144
+ 4.48%
$460.0 - $505.78 $66.2K - $72.8K
3.36K $1.56M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
188
+ 19.36%
$210.25 - $231.86 $39.5K - $43.6K
1.16K $258K
SUB
Ishares Short Term National Mu

ETFs
384
+ 6.48%
$104.3 - $106.3 $40.1K - $40.8K
6.31K $669K
ISRG
Intuitive Surgical Inc

Healthcare
30
+ 4.05%
$416.14 - $494.01 $12.5K - $14.8K
770 $378K
MS
Morgan Stanley

Financial Services
65
+ 1.64%
$92.07 - $106.96 $5.98K - $6.95K
4.03K $420K
TFLO
Ishares Treasury Floating Rate

ETFs
715
+ 1.77%
$50.42 - $50.66 $36.1K - $36.2K
41.1K $2.08M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
89
+ 0.52%
$51.45 - $52.96 $4.58K - $4.71K
17.2K $906K
PWZ
Invesco California Amt Free Mu

ETFs
500
+ 1.95%
$24.63 - $25.25 $12.3K - $12.6K
26.1K $655K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.12K
+ 1.01%
$20.69 - $21.17 $23.2K - $23.8K
112K $2.35M
SHV
Ishares Tr

ETFs
100
+ 0.95%
$110.05 - $110.63 $11K - $11.1K
10.7K $1.18M
IGBH
Ishares Interest Rate Hedged L

ETFs
154
+ 0.51%
$23.51 - $24.34 $3.62K - $3.75K
30.3K $735K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.1%
$182.15 - $182.15 $546 - $546
2.92K $531K
MPC
Marathon Petroleum Corp

Energy
15
+ 0.47%
$158.61 - $180.75 $2.38K - $2.71K
3.24K $527K
COP
Conocophillips

Energy
48
+ 0.95%
$102.3 - $116.61 $4.91K - $5.6K
5.08K $535K
LRCX
Lam Research Corp

Technology
10
+ 3.75%
$731.56 - $1127.3 $7.32K - $11.3K
277 $226K
CVX
Chevron Corp

Energy
1.49K
+ 4.79%
$137.88 - $161.97 $206K - $242K
32.6K $4.8M
EW
Edwards Lifesciences Corp

Healthcare
193
+ 2.83%
$59.7 - $93.78 $11.5K - $18.1K
7.01K $462K
GOOG
Alphabet Inc.

Communication Services
1.51K
+ 5.63%
$149.54 - $192.66 $225K - $290K
28.2K $4.72M
AMZN
Amazon Com Inc

Consumer Cyclical
3.96K
+ 1.23%
$161.02 - $200.0 $638K - $792K
327K $61M
MRK
Merck & Co., Inc.

Healthcare
4.15K
+ 2.02%
$111.15 - $128.97 $461K - $535K
209K $23.8M
NVO
Novo Nordisk A S

Healthcare
8.78K
+ 5.85%
$119.07 - $145.42 $1.05M - $1.28M
159K $18.9M
GOOGL
Alphabet Inc.

Communication Services
1.84K
+ 0.56%
$148.65 - $191.18 $274K - $352K
328K $54.4M
ASML
Asml Holding Nv

Technology
137
+ 0.5%
$749.82 - $1098.95 $103K - $151K
27.6K $23M
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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