Destination Wealth Management Purchases in Q2 2025

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
531
+ 2.24%
$53.27 - $54.27 $28.3K - $28.8K
24.3K $1.31M
TRV
Travelers Companies, Inc.

Financial Services
59
+ 3.51%
$233.83 - $276.34 $13.8K - $16.3K
1.74K $466K
IWM
Ishares Russell 2000 ETF

ETFs
10
+ 1.0%
$174.82 - $215.79 $1.75K - $2.16K
1.02K $219K
F
Ford Motor CO

Consumer Cyclical
756
+ 6.04%
$8.69 - $10.85 $6.57K - $8.2K
13.3K $144K
CDLX
Cardlytics, Inc.

Communication Services
10K
New
$1.23 - $2.17 $12.3K - $21.7K
10K $16K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
96
+ 2.39%
$85.42 - $94.39 $8.2K - $9.06K
4.11K $385K
GILD
Gilead Sciences, Inc.

Healthcare
117
+ 3.66%
$96.91 - $113.0 $11.3K - $13.2K
3.32K $367K
SO
Southern CO

Utilities
82
+ 1.16%
$84.91 - $92.56 $6.96K - $7.59K
7.16K $657K
IGBH
Ishares Interest Rate Hedged L

ETFs
136
+ 0.45%
$22.75 - $24.11 $3.09K - $3.28K
30.7K $739K
Lam Research Corp
191
+ 5.75%
N/A
3.51K $0
Blackrock Inc
66
+ 5.29%
N/A
1.31K $0
Ralliant Corp
70.1K
New
N/A
70.1K $0
Pimco ETF Tr
2.56M
New
N/A
2.56M $0
ORI
Old Republic International Corp

Financial Services
25
+ 0.4%
$35.25 - $39.79 $881 - $995
6.2K $238K
KO
Coca Cola CO

Consumer Defensive
1.16K
+ 1.16%
$68.37 - $73.9 $79K - $85.4K
100K $7.1M
RPM
Rpm International Inc

Basic Materials
61
+ 1.85%
$96.97 - $117.58 $5.92K - $7.17K
3.35K $368K
ELS
Equity Lifestyle Properties Inc

Real Estate
60
+ 1.61%
$61.46 - $68.02 $3.69K - $4.08K
3.79K $233K
YUM
Yum Brands Inc

Consumer Cyclical
27
+ 1.18%
$138.36 - $161.45 $3.74K - $4.36K
2.31K $341K
TMUS
T Mobile Us, Inc.

Communication Services
5
+ 0.47%
$220.99 - $268.54 $1.1K - $1.34K
1.07K $254K
ABBV
Abb Vie Inc.

Healthcare
80
+ 3.82%
$170.16 - $206.27 $13.6K - $16.5K
2.17K $403K
XOM
Exxon Mobil Corp

Energy
834
+ 6.38%
$99.93 - $119.04 $83.3K - $99.3K
13.9K $1.5M
COP
Conocophillips

Energy
118
+ 2.3%
$82.66 - $106.1 $9.75K - $12.5K
5.25K $470K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.34K
+ 0.32%
$102.02 - $103.5 $239K - $243K
744K $76.5M
VHT
Vanguard Health Care ETF

ETFs
228
+ 1.25%
$236.71 - $261.92 $54K - $59.7K
18.5K $4.6M
PEP
Pepsico Inc

Consumer Defensive
2K
+ 5.45%
$128.02 - $151.37 $256K - $302K
38.7K $5.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
11.9K
+ 1.53%
$97.29 - $105.63 $1.16M - $1.26M
791K $80.4M
ZTS
Zoetis Inc.

Healthcare
3.72K
+ 2.9%
$144.41 - $170.3 $537K - $633K
132K $20.6M
PG
Procter & Gamble CO

Consumer Defensive
205
+ 0.38%
$157.66 - $172.39 $32.3K - $35.3K
53.6K $8.53M
CVX
Chevron Corp

Energy
1.53K
+ 4.71%
$133.73 - $168.51 $204K - $257K
33.9K $4.86M
KMB
Kimberly Clark Corp

Consumer Defensive
429
+ 0.85%
$126.84 - $145.22 $54.4K - $62.3K
50.8K $6.55M
VZ
Verizon Communications Inc

Communication Services
10.2K
+ 1.99%
$41.67 - $45.62 $425K - $466K
522K $22.6M
CL
Colgate Palmolive CO

Consumer Defensive
4.76K
+ 0.94%
$87.57 - $96.0 $417K - $457K
512K $46.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
209K
+ 1410.59%
$87.84 - $1441.89 $18.4M - $302M
224K $20.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.55K
+ 6.81%
$390.26 - $489.06 $995K - $1.25M
40K $16.2M
JNJ
Johnson & Johnson

Healthcare
5.5K
+ 1.96%
$146.36 - $159.82 $805K - $879K
286K $43.6M
AAPL
Apple Inc.

Technology
40.7K
+ 5.07%
$172.42 - $223.89 $7.02M - $9.12M
845K $173M
FTV
Fortive Corp

Technology
3.76K
+ 1.21%
$52.13 - $74.29 $196K - $279K
315K $16.4M
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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