Destination Wealth Management Sells in Q1 2025

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-28.1K
- 3.38%
$209.68 - $247.1 $5.9M - $6.95M
804K $179M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-728K
- 30.08%
$22.46 - $23.26 $16.3M - $16.9M
1.69M $39.2M
GOOGL
Alphabet Inc.

Communication Services
-740
- 0.23%
$154.33 - $206.19 $114K - $153K
321K $49.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.69K
- 1.16%
$190.26 - $242.06 $702K - $893K
314K $59.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-363K
- 24.26%
$21.75 - $24.28 $7.9M - $8.82M
1.13M $25M
VUG
Vanguard Growth ETF

ETFs
-2.27K
- 1.49%
$369.1 - $427.61 $838K - $971K
150K $55.7M
BX
Blackstone Inc.

Financial Services
-3.25K
- 1.73%
$136.53 - $186.74 $444K - $607K
184K $25.7M
DIS
Walt Disney CO

Communication Services
-4.38K
- 1.47%
$96.87 - $114.0 $424K - $499K
294K $29M
AXP
American Express CO

Financial Services
-3.77K
- 3.32%
$255.39 - $325.87 $962K - $1.23M
110K $29.5M
WMT
Walmart Inc.

Consumer Defensive
-18.1K
- 5.44%
$84.5 - $105.05 $1.53M - $1.9M
314K $27.6M
JPM
Jpmorgan Chase & CO

Financial Services
-8.85K
- 3.86%
$225.19 - $279.95 $1.99M - $2.48M
221K $54.1M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-3.12K
- 1.0%
$31.63 - $35.22 $98.7K - $110K
309K $9.88M
FTV
Fortive Corp

Technology
-2.73K
- 0.87%
$71.82 - $82.98 $196K - $227K
311K $22.8M
COF
Capital One Financial Corp

Financial Services
-4.96K
- 3.46%
$163.87 - $209.82 $812K - $1.04M
138K $24.8M
LMT
Lockheed Martin Corp

Industrials
-61
- 0.37%
$423.19 - $506.29 $25.8K - $30.9K
16.3K $7.3M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-27.4K
- 18.21%
$24.73 - $25.62 $676K - $701K
123K $3.14M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-3.74K
- 1.64%
$48.02 - $53.02 $180K - $198K
225K $11.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-731
- 4.33%
$302.31 - $337.54 $221K - $247K
16.2K $4.95M
VCR
Vanguard Consumer Discretionar

ETFs
-247
- 3.61%
$318.51 - $391.75 $78.7K - $96.8K
6.59K $2.14M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-40.1K
- 13.78%
$18.36 - $20.51 $736K - $822K
251K $4.96M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.51K
- 1.95%
$23.16 - $27.04 $58.2K - $67.9K
126K $2.95M
TJX
Tjx Companies Inc

Consumer Cyclical
-5.09K
- 1.9%
$112.81 - $126.16 $574K - $642K
263K $32M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-8.4K
- 10.48%
$25.58 - $29.24 $215K - $246K
71.8K $1.88M
PEP
Pepsico Inc

Consumer Defensive
-1.54K
- 4.02%
$142.64 - $156.42 $219K - $240K
36.7K $5.5M
IXP
Ishares Global Comm Services E

ETFs
-3.34K
- 3.97%
$95.48 - $106.93 $319K - $357K
80.9K $7.85M
WFC
Wells Fargo & Company

Financial Services
-4.15K
- 46.41%
$66.78 - $81.42 $277K - $337K
4.79K $343K
PG
Procter & Gamble CO

Consumer Defensive
-2.49K
- 4.46%
$158.56 - $176.26 $395K - $439K
53.4K $9.09M
ADBE
Adobe Inc.

Technology
-498
- 40.29%
$377.84 - $464.11 $188K - $231K
738 $283K
ORCL
Oracle Corp

Technology
-622
- 9.52%
$139.81 - $186.47 $87K - $116K
5.91K $826K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
-1.95K
- 6.28%
$49.93 - $56.52 $97.5K - $110K
29.1K $1.47M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.66K
- 3.26%
$24.91 - $29.02 $41.3K - $48.1K
49.3K $1.23M
WEAV
Weave Communications, Inc.

Technology
-4.58K
- 17.61%
$10.61 - $17.44 $48.6K - $79.8K
21.4K $237K
AMAT
Applied Materials Inc

Technology
-416
- 6.37%
$145.06 - $195.51 $60.3K - $81.3K
6.11K $886K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-3.08K
- 19.54%
$37.9 - $43.9 $117K - $135K
12.7K $485K
HD
Home Depot, Inc.

Consumer Cyclical
-102
- 2.32%
$347.25 - $424.87 $35.4K - $43.3K
4.29K $1.57M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.08K
- 32.55%
$106.22 - $111.09 $115K - $120K
2.24K $248K
HON
Honeywell International Inc

Industrials
-305
- 11.95%
$202.75 - $226.52 $61.8K - $69.1K
2.25K $475K
BAC
Bank Of America Corp

Financial Services
-1.5K
- 9.76%
$39.61 - $47.74 $59.4K - $71.6K
13.9K $578K
CRM
Salesforce, Inc.

Technology
-40
- 3.23%
$268.36 - $359.95 $10.7K - $14.4K
1.2K $321K
BA
Boeing CO

Industrials
-346
- 8.97%
$148.15 - $186.25 $51.3K - $64.4K
3.51K $598K
VGT
Vanguard Information Technolog

ETFs
-30
- 3.89%
$542.38 - $646.34 $16.3K - $19.4K
741 $401K
DRIV
Global X Fds Global X Autonomo

ETFs
-1.28K
- 4.92%
$21.14 - $24.23 $27K - $31K
24.7K $522K
PFF
Ishares Trust Ishares Pfd And

ETFs
-745
- 1.1%
$30.73 - $32.26 $22.9K - $24K
67K $2.06M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-552
- 13.48%
$91.45 - $91.75 $50.5K - $50.6K
3.54K $324K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-55
- 5.04%
$254.58 - $302.92 $14K - $16.7K
1.04K $264K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.39K
- 4.64%
$25.81 - $28.52 $139K - $154K
111K $3.05M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-319
- 1.93%
$32.42 - $36.13 $10.3K - $11.5K
16.2K $534K
ABBV
Abb Vie Inc.

Healthcare
-573
- 21.49%
$169.2 - $216.66 $97K - $124K
2.09K $438K
F
Ford Motor CO

Consumer Cyclical
-2.75K
- 18.03%
$9.12 - $10.43 $25.1K - $28.7K
12.5K $125K
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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