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
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-9.21K
- 8.31%
$24.38 - $30.18 $224K - $278K
102K $3.06M
DGRO
Ishares Core Dividend Growth E

ETFs
-76
- 1.13%
$55.22 - $63.94 $4.2K - $4.86K
6.65K $425K
FNDF
Schwab Fundamental Intl Large

ETFs
-10
- 0.15%
$32.25 - $40.02 $323 - $400
6.55K $261K
DRIV
Global X Fds Global X Autonomo

ETFs
-817
- 3.3%
$17.75 - $23.51 $14.5K - $19.2K
23.9K $557K
EW
Edwards Lifesciences Corp

Healthcare
-78
- 1.0%
$67.07 - $78.22 $5.23K - $6.1K
7.72K $604K
CSCO
Cisco Systems, Inc.

Technology
-436
- 4.36%
$53.19 - $69.38 $23.2K - $30.2K
9.57K $663K
XT
Ishares Tr Exponential Technol

ETFs
-461
- 4.63%
$49.86 - $65.25 $23K - $30.1K
9.5K $619K
VGT
Vanguard Information Technolog

ETFs
-59
- 7.96%
$470.37 - $663.28 $27.8K - $39.1K
682 $452K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-259
- 0.77%
$54.27 - $63.01 $14.1K - $16.3K
33.2K $2.08M
IBM
International Business Machines Corp

Technology
-314
- 8.37%
$221.03 - $294.78 $69.4K - $92.6K
3.44K $1.01M
SCHW
Schwab Charles Corp

Financial Services
-971
- 7.08%
$69.06 - $91.24 $67.1K - $88.6K
12.7K $1.16M
BA
Boeing CO

Industrials
-112
- 3.19%
$136.59 - $217.51 $15.3K - $24.4K
3.4K $711K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.42K
- 3.51%
$20.42 - $25.3 $90.3K - $112K
122K $3.08M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-1.68K
- 2.29%
$24.53 - $29.78 $41.2K - $50K
71.6K $2.13M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.84K
- 3.72%
$22.27 - $29.21 $40.9K - $53.6K
47.5K $1.39M
VCR
Vanguard Consumer Discretionar

ETFs
-42
- 0.64%
$290.42 - $364.35 $12.2K - $15.3K
6.55K $2.37M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-13.9K
- 5.53%
$17.76 - $22.1 $247K - $307K
237K $5.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-495
- 4.39%
$456.74 - $568.03 $226K - $281K
10.8K $6.12M
AMD
Advanced Micro Devices Inc

Technology
-927
- 7.34%
$78.21 - $143.81 $72.5K - $133K
11.7K $1.66M
ORCL
Oracle Corp

Technology
-227
- 3.84%
$122.82 - $218.63 $27.9K - $49.6K
5.69K $1.24M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.47K
- 1.64%
$19.1 - $23.83 $85.3K - $106K
269K $6.4M
MA
Mastercard Inc

Financial Services
-1.59K
- 1.54%
$479.92 - $590.74 $763K - $939K
102K $57.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.99K
- 10.08%
$416.06 - $551.64 $829K - $1.1M
17.8K $9.8M
MGC
Vanguard Mega Cap ETF

ETFs
-1.63K
- 3.94%
$179.23 - $224.92 $292K - $366K
39.7K $8.94M
ABT
Abbott Laboratories

Healthcare
-608
- 0.25%
$123.95 - $138.08 $75.4K - $84K
241K $32.8M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-17
- 0.13%
$179.95 - $278.88 $3.06K - $4.74K
13.2K $3.69M
VV
Vanguard Large Cap ETF

ETFs
-1.27K
- 2.64%
$228.25 - $285.3 $289K - $361K
46.7K $13.3M
IDV
Ishares Tr

ETFs
-12.9K
- 3.11%
$27.79 - $34.84 $357K - $448K
400K $13.8M
META
Meta Platforms, Inc.

Communication Services
-187
- 2.62%
$484.66 - $738.09 $90.6K - $138K
6.94K $5.12M
TSLA
Tesla, Inc.

Consumer Cyclical
-67
- 0.29%
$221.86 - $362.89 $14.9K - $24.3K
23.2K $7.37M
COST
Costco Wholesale Corp

Consumer Defensive
-1.9K
- 2.59%
$908.13 - $1056.85 $1.73M - $2.01M
71.5K $70.8M
IDU
Ishares Tr U S Utils ETF

ETFs
-4.67K
- 0.76%
$93.98 - $106.11 $439K - $496K
614K $64.2M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2K
- 1.19%
$151.62 - $183.47 $303K - $367K
165K $30.3M
SYK
Stryker Corp

Healthcare
-339
- 0.49%
$337.37 - $395.63 $114K - $134K
69.3K $27.4M
ECL
Ecolab Inc.

Basic Materials
-194
- 0.19%
$225.65 - $270.95 $43.8K - $52.6K
101K $27.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-13.6K
- 3.14%
$72.96 - $90.39 $991K - $1.23M
419K $37.4M
AVGO
Broadcom Inc.

Technology
-3.6K
- 12.59%
$146.29 - $275.65 $526K - $991K
25K $6.88M
WMT
Walmart Inc.

Consumer Defensive
-8.18K
- 2.61%
$81.79 - $99.98 $669K - $818K
306K $29.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-7.66K
- 6.1%
$498.8 - $620.9 $3.82M - $4.76M
118K $73.3M
COF
Capital One Financial Corp

Financial Services
-6.27K
- 4.53%
$150.57 - $212.76 $944K - $1.33M
132K $28.1M
NVDA
Nvidia Corp

Technology
-6.18K
- 5.71%
$94.31 - $157.99 $583K - $976K
102K $16.1M
AXP
American Express CO

Financial Services
-2.23K
- 2.03%
$231.39 - $318.98 $515K - $710K
108K $34.3M
DIS
Walt Disney CO

Communication Services
-4.41K
- 1.5%
$81.72 - $124.01 $360K - $547K
290K $35.9M
JPM
Jpmorgan Chase & CO

Financial Services
-5.74K
- 2.6%
$210.28 - $289.91 $1.21M - $1.66M
215K $62.3M
VUG
Vanguard Growth ETF

ETFs
-1.51K
- 1.01%
$329.49 - $438.4 $498K - $662K
149K $65.2M
IGM
Ishares Expanded Tech Sector E

ETFs
-4.57K
- 0.71%
$79.8 - $112.34 $365K - $514K
642K $72.1M
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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