Destination Wealth Management Reduced Holdings in Q2 2025

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.42M
- 88.75%
$29.82 - $30.19 $42.4M - $42.9M
180K $5.44M
MRK
Merck & Co., Inc.

Healthcare
-170K
- 77.33%
$73.47 - $87.12 $12.5M - $14.9M
50K $3.96M
NVO
Novo Nordisk A S

Healthcare
-200K
- 81.58%
$58.08 - $81.05 $11.6M - $16.2M
45.1K $3.11M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-60.4K
- 92.02%
$100.35 - $100.71 $6.06M - $6.08M
5.24K $527K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-225K
- 13.32%
$22.68 - $23.28 $5.11M - $5.25M
1.47M $34.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-884
- 1.17%
$483.48 - $539.8 $427K - $477K
74.7K $36.3M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.69K
- 2.06%
$285.55 - $321.23 $482K - $542K
80.2K $23.4M
AFL
Aflac Inc

Financial Services
-4.13K
- 1.75%
$99.77 - $112.45 $412K - $464K
232K $24.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-152K
- 13.43%
$19.6 - $24.44 $2.99M - $3.72M
982K $24M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.72K
- 52.61%
$421.16 - $509.5 $726K - $878K
1.55K $691K
WM
Waste Management Inc

Industrials
-1.27K
- 0.94%
$216.47 - $242.1 $275K - $307K
133K $30.5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.81K
- 0.54%
$121.58 - $136.74 $463K - $521K
699K $94.9M
V
Visa Inc.

Financial Services
-3.62K
- 2.02%
$308.27 - $373.31 $1.12M - $1.35M
176K $62.4M
PLTR
Palantir Technologies Inc.

Technology
-22.8K
- 44.07%
$74.01 - $144.25 $1.69M - $3.3M
29K $3.95M
ADP
Automatic Data Processing Inc

Industrials
-1.35K
- 38.94%
$276.76 - $326.81 $373K - $441K
2.12K $652K
VTV
Vanguard Value ETF

ETFs
-2.29K
- 7.45%
$153.67 - $176.74 $352K - $405K
28.5K $5.04M
TFLO
Ishares Treasury Floating Rate

ETFs
-4.15K
- 9.61%
$50.47 - $50.66 $210K - $210K
39.1K $1.98M
TJX
Tjx Companies Inc

Consumer Cyclical
-5.09K
- 1.94%
$119.13 - $135.03 $607K - $688K
258K $31.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.75K
- 20.61%
$24.32 - $27.87 $115K - $132K
18.3K $484K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-938
- 27.28%
$152.93 - $181.74 $143K - $170K
2.5K $454K
XLP
Consumer Staples Sector Spdr

ETFs
-1.42K
- 2.25%
N/A
61.7K $4.69M
DUK
Duke Energy Corp

Utilities
-738
- 14.8%
$112.46 - $124.05 $83K - $91.5K
4.25K $501K
VTI
Vanguard Total Stock Market Et

ETFs
-634
- 17.05%
$243.75 - $303.93 $155K - $193K
3.08K $937K
SPMD
Spdr Portfolio

ETFs
-1.9K
- 17.65%
$44.89 - $54.38 $85.1K - $103K
8.84K $480K
WEAV
Weave Communications, Inc.

Technology
-200
- 0.93%
$8.11 - $11.18 $1.62K - $2.24K
21.2K $176K
REFR
Research Frontiers Inc

Technology
-80K
- 48.57%
$0.97 - $2.03 $77.6K - $162K
84.7K $138K
SHV
Ishares Tr

ETFs
-420
- 3.24%
$110.06 - $110.46 $46.2K - $46.4K
12.6K $1.39M
CMF
Ishares California Muni Bond E

ETFs
-599
- 3.24%
$54.52 - $56.7 $32.7K - $34K
17.9K $997K
SBUX
Starbucks Corp

Consumer Cyclical
-56
- 1.13%
$79.69 - $99.41 $4.46K - $5.57K
4.89K $447K
PLD
Prologis, Inc.

Real Estate
-125
- 3.4%
$89.76 - $112.34 $11.2K - $14K
3.55K $373K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.61K
- 1.31%
$24.98 - $25.66 $40.1K - $41.2K
121K $3.11M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-23
- 2.23%
$212.1 - $244.27 $4.88K - $5.62K
1.01K $220K
VIG
Vanguard Dividend Appreciation

ETFs
-157
- 5.07%
N/A
2.94K $535K
IRM
Iron Mountain Inc

Real Estate
-862
- 23.64%
$76.93 - $105.25 $66.3K - $90.7K
2.78K $285K
ILCV
Ishares Morningstar Value ETF

ETFs
-347
- 11.74%
$72.16 - $83.39 $25K - $28.9K
2.61K $217K
NEE
Nextera Energy Inc

Utilities
-224
- 5.02%
$64.11 - $75.0 $14.4K - $16.8K
4.24K $294K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-321
- 6.4%
$114.78 - $133.31 $36.8K - $42.8K
4.7K $626K
CRM
Salesforce, Inc.

Technology
-88
- 7.35%
$236.26 - $291.15 $20.8K - $25.6K
1.11K $302K
LIT
Global X Fds Global X Lithium

ETFs
-266
- 2.71%
$31.82 - $39.24 $8.46K - $10.4K
9.55K $366K
CMI
Cummins Inc

Industrials
-73
- 9.09%
$267.12 - $336.65 $19.5K - $24.6K
730 $239K
ALL
Allstate Corp

Financial Services
-2
- 0.2%
$180.53 - $212.64 $361 - $425
1.02K $205K
MCK
Mckesson Corp

Healthcare
-32
- 10.32%
$652.83 - $732.78 $20.9K - $23.4K
278 $203K
ADBE
Adobe Inc.

Technology
-15
- 2.03%
$340.0 - $420.68 $5.1K - $6.31K
723 $279K
NKE
Nike, Inc.

Consumer Cyclical
-368
- 11.49%
$53.27 - $72.04 $19.6K - $26.5K
2.84K $201K
ES
Eversource Energy

Utilities
-117
- 2.42%
$54.25 - $65.89 $6.35K - $7.71K
4.72K $300K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-78.3K
- 33.06%
N/A
158K $0
Amplify ETF Tr
-7.99K
- 2.52%
N/A
309K $0
ILCG
Ishares Morningstar Growth ETF
-524
- 17.88%
N/A
2.41K $0
WFC
Wells Fargo & Company

Financial Services
-495
- 10.34%
$60.98 - $80.12 $30.2K - $39.7K
4.29K $343K
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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