Destination Wealth Management New Holdings in Q3 2025

Destination Wealth Management

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SNPS
Synopsys Inc

Technology
26.6K
New
$387.78 - $645.35 $10.3M - $17.2M
26.6K $13.1M
RBLX
Roblox Corp

Communication Services
6.45K
New
$100.65 - $141.56 $649K - $913K
6.45K $893K
AXTI
Axt Inc

Technology
102K
New
$1.92 - $5.14 $196K - $524K
102K $471K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.59K
New
$243.93 - $275.62 $388K - $438K
1.59K $434K
GLD
Spdr Gold Trust

ETFs
1.11K
New
$300.96 - $355.47 $335K - $395K
1.11K $395K
UNH
Unitedhealth Group Inc

Healthcare
986
New
$237.77 - $353.61 $234K - $349K
986 $340K
A
Agilent Technologies, Inc.

Healthcare
2.56K
New
$112.04 - $128.75 $287K - $330K
2.56K $329K
GE
General Electric CO

Industrials
1.07K
New
$244.75 - $305.63 $261K - $326K
1.07K $320K
HPQ
Hp Inc

Technology
11.7K
New
$24.45 - $29.35 $285K - $343K
11.7K $317K
EVR
Evercore Inc.

Financial Services
755
New
$276.5 - $362.79 $209K - $274K
755 $254K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.83K
New
$79.76 - $85.78 $226K - $243K
2.83K $239K
ACN
Accenture PLC

Technology
943
New
$232.56 - $304.78 $219K - $287K
943 $232K
BK
Bank Of New York Mellon Corp

Financial Services
2.1K
New
$90.65 - $109.75 $190K - $230K
2.1K $228K
PANW
Palo Alto Networks Inc

Technology
1.11K
New
$167.06 - $208.19 $186K - $232K
1.11K $226K
KLAC
Kla Corp

Technology
207
New
$843.9 - $1078.6 $175K - $223K
207 $223K
KEYS
Keysight Technologies, Inc.

Technology
1.26K
New
$158.51 - $178.15 $200K - $224K
1.26K $220K
VBK
Vanguard Small Cap Growth ETF

ETFs
738
New
$276.51 - $305.12 $204K - $225K
738 $219K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.94K
New
$72.57 - $74.72 $213K - $220K
2.94K $218K
GD
General Dynamics Corp

Industrials
630
New
$293.92 - $341.0 $185K - $215K
630 $214K
SRE
Sempra Energy

Utilities
2.33K
New
$74.14 - $89.98 $173K - $209K
2.33K $209K
VO
Vanguard Mid Cap ETF

ETFs
704
New
$279.83 - $293.74 $197K - $207K
704 $206K
PAYX
Paychex Inc

Industrials
1.6K
New
$126.69 - $147.99 $203K - $237K
1.6K $203K
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.4K
New
$42.28 - $45.71 $186K - $201K
4.4K $200K
XLK
Technology Sector Spdr

ETFs
687
New
$250.97 - $282.66 $172K - $194K
687 $193K
Reddit Inc
1K
New
N/A
1K $0
Activity Summary
Buys All Purchases 160 New Holdings 26 Increased Positions 134 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 19 Puts 7
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