Destination Wealth Management Incresed Positions in Q2 2025

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
2.33K
+ 2.51%
$89.87 - $92.93 $209K - $216K
94.9K $8.75M
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
CAT
Caterpillar Inc

Industrials
73
+ 6.11%
$273.94 - $388.21 $20K - $28.3K
1.27K $491K
SPGI
S&P Global Inc.

Financial Services
157
+ 19.5%
$438.31 - $527.29 $68.8K - $82.8K
962 $507K
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
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
PIPR
Piper Sandler Companies

Financial Services
13
+ 0.87%
$210.78 - $281.82 $2.74K - $3.66K
1.5K $417K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
41
+ 1.26%
$108.06 - $135.3 $4.43K - $5.55K
3.3K $446K
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
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
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
886
+ 11.63%
$31.07 - $32.25 $27.5K - $28.6K
8.51K $270K
TRV
Travelers Companies, Inc.

Financial Services
59
+ 3.51%
$233.83 - $276.34 $13.8K - $16.3K
1.74K $466K
F
Ford Motor CO

Consumer Cyclical
756
+ 6.04%
$8.69 - $10.85 $6.57K - $8.2K
13.3K $144K
IWM
Ishares Russell 2000 ETF

ETFs
10
+ 1.0%
$174.82 - $215.79 $1.75K - $2.16K
1.02K $219K
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
Blackrock Inc
66
+ 5.29%
N/A
1.31K $0
Lam Research Corp
191
+ 5.75%
N/A
3.51K $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
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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