Destination Wealth Management Reduced Holdings in Q1 2025

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XT
Ishares Tr Exponential Technol

ETFs
-51
- 0.51%
$57.56 - $64.0 $2.94K - $3.26K
9.96K $573K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-249
- 19.42%
$208.48 - $244.03 $51.9K - $60.8K
1.03K $252K
EW
Edwards Lifesciences Corp

Healthcare
-92
- 1.17%
$67.95 - $76.19 $6.25K - $7.01K
7.8K $565K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-364
- 4.56%
$32.39 - $34.01 $11.8K - $12.4K
7.62K $246K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-1.92K
- 2.55%
$26.51 - $28.57 $50.8K - $54.7K
73.3K $2.01M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1
- 0.07%
$408.78 - $448.82 $409 - $449
1.5K $628K
XLF
Financial Sector Spdr

ETFs
-472
- 4.69%
$47.32 - $52.19 $22.3K - $24.6K
9.59K $477K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-310
- 8.03%
$58.01 - $64.46 $18K - $20K
3.55K $220K
UNH
Unitedhealth Group Inc

Healthcare
-31
- 5.46%
$461.52 - $548.18 $14.3K - $17K
537 $281K
GILD
Gilead Sciences, Inc.

Healthcare
-720
- 18.37%
$89.14 - $117.41 $64.2K - $84.5K
3.2K $358K
INTC
Intel Corp

Technology
-1.75K
- 11.66%
$19.1 - $27.39 $33.5K - $48K
13.3K $301K
HDV
Ishares Core High Dividend ETF

ETFs
-300
- 7.15%
$110.86 - $121.12 $33.3K - $36.3K
3.9K $471K
Amplify ETF Tr
-8.5K
- 2.61%
N/A
317K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4
- 0.08%
$126.11 - $135.06 $504 - $540
5.02K $647K
PLD
Prologis, Inc.

Real Estate
-112
- 2.96%
$103.59 - $124.04 $11.6K - $13.9K
3.68K $410K
ES
Eversource Energy

Utilities
-164
- 3.28%
$55.63 - $63.8 $9.12K - $10.5K
4.84K $300K
SCHW
Schwab Charles Corp

Financial Services
-594
- 4.15%
$71.24 - $83.64 $42.3K - $49.7K
13.7K $1.07M
VNQ
Vanguard Specialized Funds Van

ETFs
-225
- 0.87%
$85.55 - $94.34 $19.2K - $21.2K
25.7K $2.33M
ORI
Old Republic International Corp

Financial Services
-34
- 0.55%
$33.46 - $39.22 $1.14K - $1.33K
6.18K $242K
TMUS
T Mobile Us, Inc.

Communication Services
-88
- 7.64%
$211.3 - $272.83 $18.6K - $24K
1.06K $283K
AMGN
Amgen Inc

Healthcare
-117
- 7.9%
$258.59 - $327.36 $30.3K - $38.3K
1.36K $424K
SO
Southern CO

Utilities
-347
- 4.67%
$80.96 - $92.96 $28.1K - $32.3K
7.08K $650K
NTES
Net Ease, Inc.

Communication Services
-20
- 0.53%
$87.72 - $109.14 $1.75K - $2.18K
3.74K $384K
NFLX
Netflix Inc

Communication Services
-4
- 0.31%
$828.4 - $1058.6 $3.31K - $4.23K
1.29K $1.2M
YUM
Yum Brands Inc

Consumer Cyclical
-5
- 0.22%
$123.25 - $162.53 $616 - $813
2.28K $358K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-168
- 0.5%
$58.32 - $65.09 $9.8K - $10.9K
33.5K $2.02M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.12K
- 0.33%
$24.6 - $24.99 $27.5K - $27.9K
334K $8.34M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.13K
- 1.21%
$89.27 - $92.9 $101K - $105K
92.5K $8.56M
XOM
Exxon Mobil Corp

Energy
-547
- 4.02%
$105.44 - $118.93 $57.7K - $65.1K
13.1K $1.56M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-7.78K
- 0.48%
$29.82 - $30.1 $232K - $234K
1.6M $48.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-252
- 7.14%
$402.49 - $513.76 $101K - $129K
3.28K $1.59M
UL
Unilever PLC

Consumer Defensive
-1.83K
- 1.36%
$54.72 - $60.29 $100K - $110K
133K $7.91M
CTAS
Cintas Corp

Industrials
-45
- 0.32%
$182.09 - $208.14 $8.19K - $9.37K
14.1K $2.9M
KMB
Kimberly Clark Corp

Consumer Defensive
-52
- 0.1%
$124.46 - $147.4 $6.47K - $7.66K
50.4K $7.17M
SYK
Stryker Corp

Healthcare
-414
- 0.59%
$355.18 - $399.9 $147K - $166K
69.6K $25.9M
KO
Coca Cola CO

Consumer Defensive
-2.24K
- 2.21%
$60.81 - $72.32 $136K - $162K
99.2K $7.11M
MA
Mastercard Inc

Financial Services
-2.42K
- 2.29%
$504.67 - $576.31 $1.22M - $1.4M
103K $56.6M
COST
Costco Wholesale Corp

Consumer Defensive
-1.09K
- 1.46%
$890.62 - $1076.86 $966K - $1.17M
73.4K $69.4M
AFL
Aflac Inc

Financial Services
-2.99K
- 1.25%
$100.99 - $111.19 $301K - $332K
236K $26.3M
MCD
Mcdonalds Corp

Consumer Cyclical
-212
- 0.26%
$279.74 - $321.29 $59.3K - $68.1K
81.9K $25.6M
ECL
Ecolab Inc.

Basic Materials
-83
- 0.08%
$229.72 - $269.82 $19.1K - $22.4K
101K $25.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.43K
- 1.01%
$74.85 - $84.89 $331K - $376K
432K $35.3M
IDU
Ishares Tr U S Utils ETF

ETFs
-2.84K
- 0.46%
$95.33 - $102.77 $271K - $292K
619K $62.8M
WM
Waste Management Inc

Industrials
-1.89K
- 1.38%
$200.54 - $233.78 $378K - $441K
135K $31.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.57K
- 0.93%
$142.8 - $176.36 $225K - $278K
167K $28.9M
V
Visa Inc.

Financial Services
-5.18K
- 2.81%
$306.92 - $362.71 $1.59M - $1.88M
179K $62.8M
ABT
Abbott Laboratories

Healthcare
-940
- 0.39%
$111.1 - $140.22 $104K - $132K
242K $32M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-909
- 1.19%
$442.66 - $534.52 $402K - $486K
75.6K $40.2M
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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