Destination Wealth Management Incresed Positions in Q1 2025

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
LIT
Global X Fds Global X Lithium

ETFs
1.64K
+ 19.99%
$38.8 - $42.84 $63.4K - $70K
9.82K $380K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.72K
+ 4.81%
$497.6 - $606.74 $855K - $1.04M
37.4K $18.6M
PWZ
Invesco California Amt Free Mu

ETFs
2.9K
+ 8.95%
$23.68 - $24.72 $68.6K - $71.6K
35.3K $840K
SBUX
Starbucks Corp

Consumer Cyclical
59
+ 1.21%
$91.75 - $115.81 $5.41K - $6.83K
4.94K $484K
CMF
Ishares California Muni Bond E

ETFs
999
+ 5.71%
$55.93 - $57.47 $55.9K - $57.4K
18.5K $1.04M
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
COP
Conocophillips

Energy
16
+ 0.31%
$88.6 - $105.85 $1.42K - $1.69K
5.13K $538K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
145
+ 3.75%
$87.68 - $94.52 $12.7K - $13.7K
4.01K $375K
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
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
DSI
Ishares Msci Kld 400 Social Et

ETFs
264
+ 2.99%
$101.98 - $115.66 $26.9K - $30.5K
9.09K $931K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
60
+ 3.62%
$165.25 - $224.62 $9.92K - $13.5K
1.72K $285K
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
ADI
Analog Devices Inc

Technology
1.19K
+ 0.98%
$201.56 - $243.82 $240K - $290K
123K $24.7M
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
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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