Destination Wealth Management Sells in Q3 2024

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
-13.6K
- 2.83%
$61.11 - $67.85 $829K - $921K
466K $31.6M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-27.1K
- 2.5%
$45.2 - $47.87 $1.23M - $1.3M
1.06M $50.2M
VUG
Vanguard Growth ETF

ETFs
-1.71K
- 1.08%
$341.08 - $391.94 $583K - $669K
157K $60.2M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.77K
- 0.75%
$46.17 - $51.13 $81.7K - $90.5K
235K $12M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.8K
- 0.56%
$30.61 - $34.92 $55K - $62.7K
319K $11M
TJX
Tjx Companies Inc

Consumer Cyclical
-8.53K
- 3.03%
$107.93 - $120.23 $921K - $1.03M
273K $32.1M
UL
Unilever PLC

Consumer Defensive
-2.92K
- 2.15%
$54.7 - $65.59 $160K - $191K
133K $8.62M
COST
Costco Wholesale Corp

Consumer Defensive
-1.93K
- 2.43%
$801.83 - $917.05 $1.55M - $1.77M
77.3K $68.5M
ECL
Ecolab Inc.

Basic Materials
-876
- 0.85%
$228.86 - $255.76 $200K - $224K
103K $26.2M
LMT
Lockheed Martin Corp

Industrials
-296
- 1.73%
$460.3 - $584.56 $136K - $173K
16.8K $9.83M
CL
Colgate Palmolive CO

Consumer Defensive
-8.2K
- 1.61%
$95.54 - $108.77 $783K - $891K
499K $51.8M
ICE
Intercontinental Exchange, Inc.

Financial Services
-3.23K
- 1.83%
$136.93 - $162.81 $442K - $525K
173K $27.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-69
- 0.05%
$520.18 - $576.82 $35.9K - $39.8K
128K $74.1M
WMT
Walmart Inc.

Consumer Defensive
-11K
- 3.04%
$66.91 - $81.4 $734K - $893K
350K $28.3M
AXP
American Express CO

Financial Services
-3.71K
- 3.01%
$225.92 - $271.17 $837K - $1.01M
120K $32.4M
AFL
Aflac Inc

Financial Services
-6.57K
- 2.6%
$88.52 - $111.8 $582K - $735K
246K $27.5M
BX
Blackstone Inc.

Financial Services
-3.15K
- 1.55%
$120.77 - $159.66 $381K - $504K
200K $30.6M
MA
Mastercard Inc

Financial Services
-100
- 0.09%
$429.6 - $500.99 $43K - $50.1K
108K $53.2M
IDU
Ishares Tr U S Utils ETF

ETFs
-6.56K
- 1.02%
$87.2 - $102.21 $572K - $671K
637K $64.9M
AAPL
Apple Inc.

Technology
-24.4K
- 2.81%
$207.23 - $234.82 $5.05M - $5.72M
842K $196M
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
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