Destination Wealth Management Sells in Q3 2025

Destination Wealth Management

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTV
Fortive Corp

Technology
-302K
- 95.94%
$46.55 - $53.34 $14.1M - $16.1M
12.8K $627K
MRK
Merck & Co., Inc.

Healthcare
-43.9K
- 87.75%
$77.6 - $87.37 $3.4M - $3.83M
6.12K $513K
DIS
Walt Disney CO

Communication Services
-3.59K
- 1.24%
$112.25 - $124.0 $403K - $445K
286K $32.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
-200
- 0.12%
$167.28 - $188.45 $33.5K - $37.7K
165K $27.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-87.3K
- 5.96%
$22.9 - $23.58 $2M - $2.06M
1.38M $32.4M
COF
Capital One Financial Corp

Financial Services
-5.25K
- 3.97%
$207.29 - $229.74 $1.09M - $1.21M
127K $27M
PLTR
Palantir Technologies Inc.

Technology
-11.7K
- 40.4%
$130.68 - $186.97 $1.53M - $2.19M
17.3K $3.15M
NVO
Novo Nordisk A S

Healthcare
-3.21K
- 7.13%
$45.38 - $71.7 $146K - $230K
41.8K $2.32M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.59K
- 1.14%
$211.65 - $238.24 $760K - $856K
311K $68.4M
KO
Coca Cola CO

Consumer Defensive
-395
- 0.39%
$65.67 - $71.67 $25.9K - $28.3K
100K $6.63M
IEFA
Ishares Tr

ETFs
-5.71K
- 40.9%
$81.7 - $87.53 $467K - $500K
8.25K $720K
UL
Unilever PLC

Consumer Defensive
-1.21K
- 0.89%
$58.43 - $65.01 $70.5K - $78.4K
134K $7.93M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-13K
- 10.7%
$25.21 - $25.99 $327K - $337K
108K $2.8M
CTAS
Cintas Corp

Industrials
-77
- 0.54%
$199.29 - $226.27 $15.3K - $17.4K
14.1K $2.9M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2.66K
- 27.6%
$115.96 - $125.95 $308K - $335K
6.98K $878K
KMB
Kimberly Clark Corp

Consumer Defensive
-63
- 0.12%
$121.72 - $136.77 $7.67K - $8.62K
50.7K $6.31M
TT
Trane Technologies PLC

Industrials
-471
- 34.61%
$398.96 - $472.54 $188K - $223K
890 $375K
TFLO
Ishares Treasury Floating Rate

ETFs
-4.22K
- 10.81%
$50.45 - $50.65 $213K - $214K
34.8K $1.76M
AMGN
Amgen Inc

Healthcare
-593
- 30.3%
$271.18 - $309.22 $161K - $183K
1.36K $384K
FNDX
Schwab Fundamental U S Large C

ETFs
-6.88K
- 35.16%
$24.38 - $26.34 $168K - $181K
12.7K $333K
SPGI
S&P Global Inc.

Financial Services
-194
- 20.17%
$484.94 - $564.15 $94.1K - $109K
768 $373K
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.83K
- 39.02%
$53.36 - $59.69 $151K - $169K
4.43K $257K
TXN
Texas Instruments Inc

Technology
-656
- 21.45%
N/A
2.4K $467K
VTI
Vanguard Total Stock Market Et

ETFs
-612
- 19.84%
$303.93 - $329.86 $186K - $202K
2.47K $811K
EW
Edwards Lifesciences Corp

Healthcare
-1.41K
- 18.21%
$73.75 - $81.83 $104K - $115K
6.32K $491K
NTES
Net Ease, Inc.

Communication Services
-1.15K
- 30.8%
$127.31 - $159.34 $147K - $184K
2.59K $393K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.06K
- 20.22%
$100.37 - $100.74 $106K - $107K
4.18K $420K
ADP
Automatic Data Processing Inc

Industrials
-249
- 11.77%
$288.69 - $310.94 $71.9K - $77.4K
1.87K $547K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-78
- 0.23%
$59.29 - $62.87 $4.62K - $4.9K
33.1K $1.99M
CRM
Salesforce, Inc.

Technology
-104
- 9.38%
$231.66 - $273.65 $24.1K - $28.5K
1.01K $238K
FNDF
Schwab Fundamental Intl Large

ETFs
-1.86K
- 28.48%
$39.84 - $43.15 $74.3K - $80.4K
4.68K $201K
VIG
Vanguard Dividend Appreciation

ETFs
-267
- 9.08%
N/A
2.67K $486K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.34K
- 12.77%
$26.38 - $27.95 $61.6K - $65.3K
15.9K $435K
XT
Ishares Tr Exponential Technol

ETFs
-1.31K
- 13.79%
$65.04 - $71.97 $85.2K - $94.3K
8.19K $589K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-332
- 8.09%
$92.18 - $95.14 $30.6K - $31.6K
3.77K $359K
BAC
Bank Of America Corp

Financial Services
-1.77K
- 11.31%
$44.92 - $52.42 $79.5K - $92.8K
13.9K $716K
TMUS
T Mobile Us, Inc.

Communication Services
-84
- 7.86%
$226.02 - $259.01 $19K - $21.8K
985 $235K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-19.9K
- 12.57%
N/A
139K $0
Blackrock Inc
-85
- 6.47%
N/A
1.23K $0
Amplify ETF Tr
-3.25K
- 1.05%
N/A
306K $0
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-7
- 0.01%
$20.84 - $21.03 $146 - $147
122K $2.56M
CSWI
Csw Industrials, Inc.

Industrials
-2
- 0.16%
$289.31 - $293.0 $579 - $586
1.23K $359K
XLF
Financial Sector Spdr

ETFs
-137
- 1.42%
$51.37 - $54.25 $7.04K - $7.43K
9.52K $513K
SPMD
Spdr Portfolio

ETFs
-263
- 2.97%
$54.43 - $58.29 $14.3K - $15.3K
8.58K $490K
COP
Conocophillips

Energy
-118
- 2.25%
$91.0 - $98.99 $10.7K - $11.7K
5.13K $484K
NEE
Nextera Energy Inc

Utilities
-135
- 3.19%
$69.77 - $77.54 $9.42K - $10.5K
4.1K $309K
TRV
Travelers Companies, Inc.

Financial Services
-18
- 1.03%
$250.62 - $279.43 $4.51K - $5.03K
1.72K $481K
VB
Vanguard Small Cap ETF

ETFs
-56
- 3.14%
$237.58 - $259.17 $13.3K - $14.5K
1.73K $439K
AVSC
American Centy ETF Tr Avantis
-221
- 3.78%
$51.33 - $58.63 $11.3K - $13K
5.63K $322K
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
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email