Destination Wealth Management Purchases in Q4 2024

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
9.34K
+ 74.11%
$213.65 - $479.86 $1.99M - $4.48M
21.9K $8.86M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.36M
+ 128.85%
$22.63 - $47.53 $30.8M - $64.7M
2.42M $54.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.03M
+ 221.22%
$22.4 - $68.28 $23.1M - $70.4M
1.5M $34.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.42K
+ 10.85%
$1146.59 - $1270.6 $1.62M - $1.8M
14.5K $17.2M
CTAS
Cintas Corp

Industrials
11.5K
+ 432.52%
$182.7 - $226.47 $2.1M - $2.61M
14.2K $2.59M
NVDA
Nvidia Corp

Technology
3.25K
+ 4.63%
$117.0 - $148.88 $380K - $483K
73.3K $9.84M
ANSS
Ansys Inc

Technology
32
+ 0.05%
$313.05 - $361.45 $10K - $11.6K
69.3K $23.4M
AVGO
Broadcom Inc.

Technology
233
+ 1.24%
$159.67 - $250.0 $37.2K - $58.3K
19.1K $4.42M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
229K
+ 232.37%
$22.01 - $66.82 $5.03M - $15.3M
327K $7.43M
IEMG
Ishares Inc

ETFs
16.4K
+ 1.32%
N/A
1.26M $67.3M
META
Meta Platforms, Inc.

Communication Services
1.2K
+ 21.48%
$554.08 - $632.68 $663K - $757K
6.77K $3.99M
XOM
Exxon Mobil Corp

Energy
7.49K
+ 122.22%
$105.51 - $125.37 $790K - $939K
13.6K $1.47M
SPY
Spdr S&P 500 ETF Trust

ETFs
823
+ 4.02%
$567.81 - $607.81 $467K - $500K
21.3K $12.5M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
12.1K
+ 1.7%
$100.24 - $101.35 $1.21M - $1.23M
723K $72.7M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
9.4K
+ 1.21%
$92.58 - $93.71 $870K - $880K
789K $73.2M
GS
Goldman Sachs Group Inc

Financial Services
853
New
$486.1 - $608.57 $415K - $519K
853 $488K
VGT
Vanguard Information Technolog

ETFs
771
New
$571.78 - $647.97 $441K - $500K
771 $479K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.29K
+ 1.93%
$100.22 - $100.73 $530K - $533K
280K $28.1M
WEAV
Weave Communications, Inc.

Technology
26K
New
$12.47 - $16.19 $324K - $421K
26K $413K
AMGN
Amgen Inc

Healthcare
1.48K
New
$258.78 - $328.31 $383K - $486K
1.48K $386K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
644
+ 20.79%
$521.84 - $558.82 $336K - $360K
3.74K $2.02M
NFLX
Netflix Inc

Communication Services
206
+ 19.02%
$687.65 - $936.56 $142K - $193K
1.29K $1.15M
GILD
Gilead Sciences, Inc.

Healthcare
3.92K
New
$83.95 - $97.9 $329K - $384K
3.92K $361K
WFC
Wells Fargo & Company

Financial Services
4.12K
+ 85.56%
$54.98 - $77.35 $226K - $319K
8.93K $627K
NOW
Service Now, Inc.

Technology
309
New
$867.18 - $1148.42 $268K - $355K
309 $327K
HON
Honeywell International Inc

Industrials
1.32K
+ 106.81%
$202.84 - $236.0 $267K - $311K
2.55K $576K
IDXX
Idexx Laboratories Inc

Healthcare
773
New
$406.92 - $495.42 $315K - $383K
773 $319K
IBM
International Business Machines Corp

Technology
1.42K
+ 61.81%
$204.9 - $238.04 $291K - $338K
3.72K $817K
PLUS
Eplus Inc

Technology
4K
New
$73.17 - $101.67 $293K - $407K
4K $295K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.33K
New
$81.68 - $82.93 $272K - $276K
3.33K $272K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.18K
New
$80.13 - $83.77 $254K - $266K
3.18K $254K
XLK
Technology Sector Spdr

ETFs
1.09K
New
$220.26 - $241.44 $240K - $263K
1.09K $253K
IWB
Ishares Tr Russell 1000 ETF

ETFs
366
+ 2.22%
$311.11 - $335.64 $114K - $123K
16.9K $5.44M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.86K
New
$58.88 - $64.8 $227K - $250K
3.86K $227K
ROST
Ross Stores, Inc.

Consumer Cyclical
873
+ 0.77%
$138.59 - $156.61 $121K - $137K
114K $17.2M
BAC
Bank Of America Corp

Financial Services
3.92K
+ 34.27%
$39.22 - $47.77 $154K - $187K
15.4K $675K
SBUX
Starbucks Corp

Consumer Cyclical
2.52K
+ 106.29%
$87.44 - $102.5 $220K - $258K
4.88K $445K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.1K
New
$52.1 - $57.26 $213K - $234K
4.1K $213K
IWN
Ishares Russell2000 Val ETF

ETFs
1.29K
New
$162.69 - $181.35 $210K - $234K
1.29K $212K
IWM
Ishares Russell 2000 ETF

ETFs
953
New
$216.13 - $242.4 $206K - $231K
953 $210K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.62K
+ 47.69%
$126.68 - $134.74 $205K - $219K
5.02K $640K
SRE
Sempra Energy

Utilities
2.3K
New
$80.81 - $94.77 $185K - $217K
2.3K $201K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
14.2K
+ 10.4%
$24.94 - $26.14 $353K - $370K
150K $3.75M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.18K
+ 3.54%
$100.16 - $100.7 $218K - $219K
63.6K $6.38M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.09K
+ 1.07%
$50.73 - $51.08 $258K - $260K
480K $24.4M
CRM
Salesforce, Inc.

Technology
351
+ 39.62%
$270.87 - $367.87 $95.1K - $129K
1.24K $413K
CMF
Ishares California Muni Bond E

ETFs
3.19K
+ 22.3%
$56.66 - $58.1 $181K - $185K
17.5K $1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.1K
+ 330.94%
$26.93 - $84.95 $432K - $1.36M
20.9K $571K
F
Ford Motor CO

Consumer Cyclical
15.3K
New
$9.69 - $11.4 $148K - $174K
15.3K $151K
Activity Summary
Buys All Purchases 132 New Holdings 19 Increased Positions 113 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 1 Puts 2
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