Destination Wealth Management Purchases in Q1 2025

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CSWI
Csw Industrials, Inc.

Industrials
2
+ 0.16%
$283.77 - $396.86 $568 - $794
1.23K $358K
PIPR
Piper Sandler Companies

Financial Services
3
+ 0.2%
$244.29 - $323.68 $733 - $971
1.49K $368K
IWF
Ishares Russell 1000 Gr ETF

ETFs
92
+ 2.98%
$360.07 - $417.26 $33.1K - $38.4K
3.18K $1.15M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
579
+ 1.94%
$113.22 - $126.36 $65.6K - $73.2K
30.4K $3.49M
AMD
Advanced Micro Devices Inc

Technology
294
+ 2.39%
$96.63 - $129.55 $28.4K - $38.1K
12.6K $1.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
446
+ 2.09%
$551.42 - $612.93 $246K - $273K
21.8K $12.2M
MGC
Vanguard Mega Cap ETF

ETFs
351
+ 0.86%
$199.2 - $222.69 $69.9K - $78.2K
41.4K $8.33M
ASML
Asml Holding Nv

Technology
591
+ 2.08%
$662.63 - $776.99 $392K - $459K
29K $19.2M
VV
Vanguard Large Cap ETF

ETFs
275
+ 0.58%
$253.32 - $282.66 $69.7K - $77.7K
47.9K $12.3M
GOOG
Alphabet Inc.

Communication Services
102
+ 0.35%
$156.06 - $207.71 $15.9K - $21.2K
29.5K $4.6M
ANSS
Ansys Inc

Technology
752
+ 1.08%
$316.56 - $360.36 $238K - $271K
70.1K $22.2M
MRK
Merck & Co., Inc.

Healthcare
8.55K
+ 4.03%
$83.01 - $101.02 $709K - $863K
220K $19.8M
DHR
Danaher Corp

Healthcare
11.6K
+ 7.08%
$201.62 - $250.59 $2.33M - $2.9M
175K $35.9M
PAVE
Global X Fds Us Infrastructure

ETFs
1.12K
+ 0.18%
$37.31 - $43.82 $41.8K - $49.1K
642K $24.2M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.86K
+ 1.63%
$123.3 - $154.95 $229K - $288K
116K $14.8M
IVV
Ishares Core S&P 500 ETF

ETFs
1.32K
+ 1.06%
$554.06 - $615.85 $730K - $811K
126K $70.6M
TSLA
Tesla, Inc.

Consumer Cyclical
1.34K
+ 6.12%
$222.15 - $428.22 $298K - $575K
23.3K $6.03M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.5K
+ 1.16%
$57.21 - $65.8 $658K - $757K
1.01M $58.7M
MSFT
Microsoft Corp

Technology
2.94K
+ 2.09%
$375.39 - $447.2 $1.1M - $1.31M
144K $53.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
22.2K
+ 2.87%
$102.49 - $119.96 $2.28M - $2.66M
797K $83.3M
IGM
Ishares Expanded Tech Sector E

ETFs
4.99K
+ 0.78%
$90.67 - $108.46 $452K - $541K
647K $58.6M
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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