Destination Wealth Management New Holdings in Q2 2025

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.06M
New
$25.48 - $27.78 $52.5M - $57.2M
2.06M $54.8M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
26.5K
New
$60.34 - $74.89 $1.6M - $1.98M
26.5K $1.98M
VEA
Vanguard Ftse Developed Market

ETFs
20.6K
New
$45.65 - $57.01 $941K - $1.18M
20.6K $1.18M
UPS
United Parcel Service Inc

Industrials
6.82K
New
$91.92 - $110.2 $627K - $751K
6.82K $688K
TT
Trane Technologies PLC

Industrials
1.36K
New
$315.21 - $437.41 $429K - $595K
1.36K $595K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.99K
New
$34.72 - $42.74 $347K - $427K
9.99K $426K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
9.39K
New
$36.25 - $42.28 $340K - $397K
9.39K $396K
DFAT
Dimensional ETF Tr U S Target

ETFs
7.26K
New
$44.8 - $53.97 $325K - $392K
7.26K $391K
MO
Altria Group, Inc.

Consumer Defensive
6.09K
New
$55.56 - $60.91 $338K - $371K
6.09K $357K
T
At&T Inc.

Communication Services
10.7K
New
$26.33 - $28.94 $281K - $308K
10.7K $308K
AVSC
American Centy ETF Tr Avantis
5.85K
New
$42.39 - $51.76 $248K - $303K
5.85K $301K
IBND
Spdr Bloomberg International C

ETFs
8.53K
New
$29.46 - $32.59 $251K - $278K
8.53K $278K
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.26K
New
$52.31 - $63.72 $223K - $271K
4.26K $271K
AVDV
American Centy ETF Tr Avantis

ETFs
3.4K
New
$61.76 - $79.32 $210K - $270K
3.4K $269K
HTBK
Heritage Commerce Corp

Financial Services
24.7K
New
$8.25 - $9.93 $204K - $245K
24.7K $245K
BWX
Spdr Bloomberg International T

ETFs
10.1K
New
$21.87 - $23.49 $220K - $237K
10.1K $236K
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.97K
New
$24.54 - $25.07 $220K - $225K
8.97K $224K
NOW
Service Now, Inc.

Technology
203
New
$721.65 - $1040.18 $146K - $211K
203 $208K
IYY
Ishares Tr

ETFs
1.38K
New
$120.9 - $150.87 $167K - $208K
1.38K $208K
APH
Amphenol Corp

Technology
2.1K
New
$59.09 - $98.75 $124K - $207K
2.1K $206K
IWN
Ishares Russell2000 Val ETF

ETFs
1.3K
New
$131.84 - $157.76 $171K - $205K
1.3K $204K
CEG
Constellation Energy Corp

Utilities
631
New
$170.96 - $322.76 $108K - $204K
631 $203K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
8.95K
New
$21.85 - $22.76 $196K - $204K
8.95K $203K
IGOV
Ishares 1 3 International Trea

ETFs
4.67K
New
$39.53 - $43.1 $185K - $201K
4.67K $201K
CDLX
Cardlytics, Inc.

Communication Services
10K
New
$1.23 - $2.17 $12.3K - $21.7K
10K $16K
Dimensional ETF Trust
4.64K
New
N/A
4.64K $0
Ralliant Corp
70.1K
New
N/A
70.1K $0
Pimco ETF Tr
2.56M
New
N/A
2.56M $0
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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