Destination Wealth Management New Holdings in Q3 2024

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ORLY
O Reilly Automotive Inc

Consumer Cyclical
13K
New
$1015.62 - $1159.62 $13.3M - $15.1M
13K $15M
SPMD
Spdr Portfolio

ETFs
10.5K
New
$50.29 - $54.92 $529K - $578K
10.5K $575K
CTAS
Cintas Corp

Industrials
2.66K
New
$201.38 - $819.83 $536K - $2.18M
2.66K $547K
BCAL
Southern Calif Bancorp Com

Financial Services
36.6K
New
$13.27 - $15.79 $485K - $577K
36.6K $540K
SO
Southern CO

Utilities
5.3K
New
$77.0 - $90.52 $408K - $480K
5.3K $477K
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.32K
New
$71.45 - $75.64 $452K - $478K
6.32K $474K
GLW
Corning Inc

Technology
9.87K
New
$37.76 - $46.2 $373K - $456K
9.87K $445K
XLF
Financial Sector Spdr

ETFs
9.81K
New
$40.84 - $45.74 $401K - $449K
9.81K $444K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.85K
New
$77.02 - $85.06 $374K - $413K
4.85K $410K
RPM
Rpm International Inc

Basic Materials
3.27K
New
$103.91 - $125.03 $339K - $408K
3.27K $395K
NICE
Nice Ltd.

Technology
1.78K
New
$154.95 - $184.96 $276K - $329K
1.78K $309K
UNH
Unitedhealth Group Inc

Healthcare
504
New
$488.01 - $604.18 $246K - $305K
504 $294K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.03K
New
$256.4 - $289.78 $265K - $299K
1.03K $293K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.46K
New
$73.43 - $80.37 $254K - $278K
3.46K $277K
ELS
Equity Lifestyle Properties Inc

Real Estate
3.68K
New
$63.6 - $76.23 $234K - $280K
3.68K $262K
TMUS
T Mobile Us, Inc.

Communication Services
1.19K
New
$175.14 - $206.36 $209K - $246K
1.19K $245K
T
At&T Inc.

Communication Services
10.9K
New
$18.21 - $22.28 $199K - $243K
10.9K $239K
VLUE
Ishares Msci Usa Value Factor

ETFs
2.17K
New
$99.14 - $109.18 $215K - $237K
2.17K $236K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.73K
New
$56.47 - $63.69 $210K - $237K
3.73K $234K
NEE
Nextera Energy Inc

Utilities
2.76K
New
$69.9 - $84.97 $193K - $235K
2.76K $233K
SBUX
Starbucks Corp

Consumer Cyclical
2.37K
New
$72.51 - $98.6 $172K - $233K
2.37K $230K
CMI
Cummins Inc

Industrials
701
New
$266.63 - $326.4 $187K - $229K
701 $226K
LOW
Lowes Companies Inc

Consumer Cyclical
819
New
$213.3 - $270.78 $175K - $222K
819 $221K
ORI
Old Republic International Corp

Financial Services
6.13K
New
$29.89 - $35.9 $183K - $220K
6.13K $217K
FNDX
Schwab Fundamental U S Large C

ETFs
2.92K
New
$65.36 - $71.76 $191K - $209K
2.92K $209K
Activity Summary
Buys All Purchases 130 New Holdings 26 Increased Positions 104 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 1 Puts 2
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