Destination Wealth Management Purchases in Q3 2025

Destination Wealth Management

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
5.92K
+ 2.4%
$50.73 - $52.47 $300K - $311K
253K $13.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.12K
+ 4.34%
$90.83 - $93.81 $374K - $386K
99K $9.24M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7.18K
+ 5.84%
$52.55 - $54.37 $377K - $390K
130K $7.04M
AXTI
Axt Inc

Technology
102K
New
$1.92 - $5.14 $196K - $524K
102K $471K
VHT
Vanguard Health Care ETF

ETFs
986
+ 5.32%
$239.12 - $259.95 $236K - $256K
19.5K $5.07M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.59K
New
$243.93 - $275.62 $388K - $438K
1.59K $434K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.14K
+ 3.4%
$25.29 - $28.33 $105K - $117K
126K $3.51M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.04K
+ 2.99%
$30.13 - $33.37 $91.6K - $101K
105K $3.49M
CVX
Chevron Corp

Energy
112
+ 0.33%
$145.57 - $161.83 $16.3K - $18.1K
34K $5.29M
PEP
Pepsico Inc

Consumer Defensive
685
+ 1.77%
$133.81 - $152.16 $91.7K - $104K
39.3K $5.53M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.89K
+ 75.72%
$181.56 - $190.33 $344K - $360K
4.39K $833K
VEA
Vanguard Ftse Developed Market

ETFs
5.02K
+ 24.37%
$56.02 - $60.3 $281K - $303K
25.6K $1.54M
INTC
Intel Corp

Technology
3.17K
+ 14.25%
$19.31 - $35.5 $61.2K - $112K
25.4K $852K
UNH
Unitedhealth Group Inc

Healthcare
986
New
$237.77 - $353.61 $234K - $349K
986 $340K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.09K
+ 44.42%
$132.9 - $142.03 $277K - $296K
6.79K $956K
A
Agilent Technologies, Inc.

Healthcare
2.56K
New
$112.04 - $128.75 $287K - $330K
2.56K $329K
MS
Morgan Stanley

Financial Services
1.41K
+ 25.12%
$139.09 - $161.16 $197K - $228K
7.04K $1.12M
GE
General Electric CO

Industrials
1.07K
New
$244.75 - $305.63 $261K - $326K
1.07K $320K
HPQ
Hp Inc

Technology
11.7K
New
$24.45 - $29.35 $285K - $343K
11.7K $317K
CMF
Ishares California Muni Bond E

ETFs
4.75K
+ 26.55%
$55.16 - $57.13 $262K - $272K
22.7K $1.29M
META
Meta Platforms, Inc.

Communication Services
431
+ 6.21%
$695.21 - $791.73 $300K - $341K
7.37K $5.41M
AMD
Advanced Micro Devices Inc

Technology
262
+ 2.24%
$134.8 - $184.42 $35.3K - $48.3K
12K $1.93M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
4.8K
+ 19.81%
$53.57 - $54.48 $257K - $262K
29.1K $1.57M
EVR
Evercore Inc.

Financial Services
755
New
$276.5 - $362.79 $209K - $274K
755 $254K
HPE
Hewlett Packard Enterprise CO

Technology
10.1K
New
$19.81 - $25.24 $200K - $255K
10.1K $247K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.45K
+ 3.89%
$28.15 - $30.13 $97.2K - $104K
92.1K $2.73M
T
At&T Inc.

Communication Services
8.86K
+ 83.08%
$26.94 - $29.62 $239K - $262K
19.5K $551K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.83K
New
$79.76 - $85.78 $226K - $243K
2.83K $239K
ACN
Accenture PLC

Technology
943
New
$232.56 - $304.78 $219K - $287K
943 $232K
BK
Bank Of New York Mellon Corp

Financial Services
2.1K
New
$90.65 - $109.75 $190K - $230K
2.1K $228K
PANW
Palo Alto Networks Inc

Technology
1.11K
New
$167.06 - $208.19 $186K - $232K
1.11K $226K
KLAC
Kla Corp

Technology
207
New
$843.9 - $1078.6 $175K - $223K
207 $223K
KEYS
Keysight Technologies, Inc.

Technology
1.26K
New
$158.51 - $178.15 $200K - $224K
1.26K $220K
VBK
Vanguard Small Cap Growth ETF

ETFs
738
New
$276.51 - $305.12 $204K - $225K
738 $219K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.94K
New
$72.57 - $74.72 $213K - $220K
2.94K $218K
GD
General Dynamics Corp

Industrials
630
New
$293.92 - $341.0 $185K - $215K
630 $214K
SRE
Sempra Energy

Utilities
2.33K
New
$74.14 - $89.98 $173K - $209K
2.33K $209K
VO
Vanguard Mid Cap ETF

ETFs
704
New
$279.83 - $293.74 $197K - $207K
704 $206K
PAYX
Paychex Inc

Industrials
1.6K
New
$126.69 - $147.99 $203K - $237K
1.6K $203K
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.4K
New
$42.28 - $45.71 $186K - $201K
4.4K $200K
XLK
Technology Sector Spdr

ETFs
687
New
$250.97 - $282.66 $172K - $194K
687 $193K
PFF
Ishares Trust Ishares Pfd And

ETFs
3.87K
+ 5.64%
$30.67 - $32.13 $119K - $124K
72.5K $2.29M
SHV
Ishares Tr

ETFs
1.64K
+ 13.06%
$110.06 - $110.49 $180K - $181K
14.2K $1.57M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
370
+ 1.4%
$74.93 - $80.73 $27.7K - $29.9K
26.8K $2.16M
CEG
Constellation Energy Corp

Utilities
542
+ 85.9%
$298.82 - $354.89 $162K - $192K
1.17K $385K
AMAT
Applied Materials Inc

Technology
228
+ 3.68%
$156.25 - $204.95 $35.6K - $46.7K
6.42K $1.32M
SUB
Ishares Short Term National Mu

ETFs
1.61K
+ 12.46%
$106.17 - $107.3 $170K - $172K
14.5K $1.55M
CSCO
Cisco Systems, Inc.

Technology
2.65K
+ 27.74%
$66.2 - $71.79 $176K - $191K
12.2K $836K
CMI
Cummins Inc

Industrials
227
+ 31.1%
$327.85 - $426.39 $74.4K - $96.8K
957 $404K
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
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