Destination Wealth Management Sells in Q3 2024

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
-322K
- 95.03%
$61.74 - $76.08 $19.9M - $24.5M
16.8K $1.09M
FTV
Fortive Corp

Technology
-150K
- 31.51%
$67.01 - $79.2 $10.1M - $11.9M
326K $25.8M
QCOM
Qualcomm Inc

Technology
-714
- 0.41%
$156.12 - $209.64 $111K - $150K
172K $29.3M
MSFT
Microsoft Corp

Technology
-28
- 0.02%
$395.15 - $467.56 $11.1K - $13.1K
142K $60.9M
DIS
Walt Disney CO

Communication Services
-4.19K
- 1.35%
$85.6 - $98.61 $359K - $414K
307K $29.5M
WM
Waste Management Inc

Industrials
-402
- 0.29%
$196.96 - $223.45 $79.2K - $89.8K
137K $28.5M
VTI
Vanguard Total Stock Market Et

ETFs
-2.64K
- 44.91%
$255.18 - $283.2 $675K - $749K
3.24K $918K
INTC
Intel Corp

Technology
-6.74K
- 22.49%
$18.9 - $34.87 $127K - $235K
23.2K $544K
AMAT
Applied Materials Inc

Technology
-26
- 0.42%
$174.88 - $254.97 $4.55K - $6.63K
6.13K $1.24M
WFC
Wells Fargo & Company

Financial Services
-3.21K
- 40.0%
$51.58 - $60.97 $165K - $196K
4.81K $271K
XLP
Consumer Staples Sector Spdr

ETFs
-1.16K
- 1.82%
$76.04 - $76.04 $87.9K - $87.9K
62.2K $4.73M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-323
- 9.57%
$332.02 - $382.76 $107K - $124K
3.05K $1.15M
DRIV
Global X Fds Global X Autonomo

ETFs
-2.15K
- 7.43%
$20.59 - $25.46 $44.2K - $54.7K
26.8K $628K
FM
Ishares Msci Frontier And Sele

ETFs
-1.79K
- 15.54%
$27.35 - $27.85 $48.9K - $49.8K
9.72K $267K
TXN
Texas Instruments Inc

Technology
-116
- 6.94%
$194.6 - $194.6 $22.6K - $22.6K
1.56K $302K
XT
Ishares Tr Exponential Technol

ETFs
-654
- 6.08%
$54.51 - $61.59 $35.6K - $40.3K
10.1K $615K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-567
- 6.78%
$33.58 - $35.96 $19K - $20.4K
7.79K $277K
CRM
Salesforce, Inc.

Technology
-70
- 7.32%
$238.42 - $276.53 $16.7K - $19.4K
886 $242K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-5
- 0.29%
$147.95 - $191.05 $740 - $955
1.73K $301K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-3.07K
- 1.15%
N/A
265K $0
Amplify ETF Tr
-877
- 0.26%
N/A
333K $0
SCHG
Schwab Strategic Tr Us Large C

ETFs
-424
- 3.1%
$92.63 - $105.69 $39.3K - $44.8K
13.2K $1.38M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-150
- 4.22%
$117.9 - $128.2 $17.7K - $19.2K
3.4K $436K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-33
- 1.0%
$113.45 - $126.18 $3.74K - $4.16K
3.28K $413K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-27
- 0.76%
$83.76 - $91.82 $2.26K - $2.48K
3.52K $320K
DGRO
Ishares Core Dividend Growth E

ETFs
-47
- 0.69%
$57.47 - $62.76 $2.7K - $2.95K
6.72K $421K
LIT
Global X Fds Global X Lithium

ETFs
-243
- 2.75%
$35.01 - $43.59 $8.51K - $10.6K
8.58K $374K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-30
- 1.96%
$386.81 - $423.12 $11.6K - $12.7K
1.5K $633K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-65
- 0.7%
$97.81 - $108.79 $6.36K - $7.07K
9.19K $999K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-410
- 2.54%
$38.89 - $42.97 $15.9K - $17.6K
15.7K $674K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
-450
- 1.43%
$47.91 - $53.27 $21.6K - $24K
31.1K $1.66M
SPGI
S&P Global Inc.

Financial Services
-13
- 1.71%
$446.32 - $527.38 $5.8K - $6.86K
749 $386K
CSCO
Cisco Systems, Inc.

Technology
-475
- 3.4%
$44.74 - $53.22 $21.3K - $25.3K
13.5K $717K
KMB
Kimberly Clark Corp

Consumer Defensive
-802
- 1.58%
$135.05 - $148.35 $108K - $119K
49.8K $7.09M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-187
- 0.69%
$75.47 - $83.18 $14.1K - $15.6K
27K $2.24M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-304
- 1.81%
$283.28 - $314.39 $86.1K - $95.6K
16.5K $5.19M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.44K
- 2.1%
$46.9 - $51.96 $67.5K - $74.8K
67.1K $3.45M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-335
- 1.1%
$108.44 - $120.37 $36.3K - $40.3K
30.3K $3.64M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.48K
- 2.91%
$25.45 - $29.53 $88.7K - $103K
116K $3.39M
VHT
Vanguard Health Care ETF

ETFs
-278
- 1.55%
$261.88 - $288.1 $72.8K - $80.1K
17.7K $4.99M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.93K
- 2.06%
$36.98 - $41.55 $108K - $122K
139K $5.73M
VV
Vanguard Large Cap ETF

ETFs
-1.58K
- 3.1%
$236.92 - $263.4 $373K - $415K
49.3K $13M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.16K
- 1.16%
$59.93 - $66.52 $69.4K - $77K
98.4K $6.55M
PLTR
Palantir Technologies Inc.

Technology
-9.86K
- 17.29%
$24.09 - $37.95 $238K - $374K
47.2K $1.76M
IXP
Ishares Global Comm Services E

ETFs
-1.05K
- 1.2%
$83.95 - $94.13 $87.9K - $98.6K
86.1K $8.1M
ROST
Ross Stores, Inc.

Consumer Cyclical
-88
- 0.08%
$136.06 - $155.24 $12K - $13.7K
113K $17M
KO
Coca Cola CO

Consumer Defensive
-2.38K
- 2.31%
$62.69 - $73.01 $149K - $174K
101K $7.23M
JPM
Jpmorgan Chase & CO

Financial Services
-6.19K
- 2.53%
$194.9 - $224.8 $1.21M - $1.39M
238K $50.2M
IGM
Ishares Expanded Tech Sector E

ETFs
-3.06K
- 0.45%
$84.03 - $98.62 $257K - $301K
669K $64.2M
Activity Summary
Buys All Purchases 130 New Holdings 26 Increased Positions 104 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 1 Puts 2
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