Destination Wealth Management Purchases in Q4 2024

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PWZ
Invesco California Amt Free Mu

ETFs
6.24K
+ 23.9%
$24.49 - $25.25 $153K - $158K
32.4K $799K
SO
Southern CO

Utilities
2.12K
+ 40.03%
$81.5 - $94.15 $173K - $200K
7.42K $611K
EW
Edwards Lifesciences Corp

Healthcare
881
+ 12.56%
$64.54 - $75.92 $56.9K - $66.9K
7.89K $584K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
14K
+ 32.51%
$10.55 - $11.6 $148K - $162K
57K $606K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.25K
+ 60.4%
$57.29 - $63.1 $129K - $142K
5.98K $343K
MS
Morgan Stanley

Financial Services
171
+ 4.24%
$104.42 - $134.99 $17.9K - $23.1K
4.2K $528K
ADBE
Adobe Inc.

Technology
379
+ 44.22%
$437.39 - $552.96 $166K - $210K
1.24K $549K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
1.36K
+ 2.78%
$98.41 - $98.98 $134K - $135K
50.3K $4.95M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.08K
+ 48.26%
$106.33 - $110.69 $115K - $120K
3.32K $353K
BA
Boeing CO

Industrials
10
+ 0.26%
$138.14 - $180.72 $1.38K - $1.81K
3.86K $682K
RSP
Invesco S&P 500 Equal Weight E

ETFs
603
+ 23.23%
$174.22 - $187.62 $105K - $113K
3.2K $560K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.65K
+ 3.26%
$20.98 - $21.19 $76.5K - $77.2K
115K $2.43M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
9.33K
+ 2.86%
$24.61 - $25.12 $230K - $234K
335K $8.27M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
1.63K
+ 9.49%
$52.19 - $52.87 $85.1K - $86.2K
18.8K $983K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
525
+ 14.71%
$91.29 - $91.8 $47.9K - $48.2K
4.1K $374K
XLF
Financial Sector Spdr

ETFs
254
+ 2.59%
$44.89 - $51.34 $11.4K - $13K
10.1K $486K
SCHG
Schwab Strategic Tr Us Large C

ETFs
37.7K
+ 284.96%
$25.93 - $105.3 $978K - $3.97M
50.9K $1.42M
SHV
Ishares Tr

ETFs
329
+ 3.08%
$109.92 - $110.57 $36.2K - $36.4K
11K $1.21M
ORCL
Oracle Corp

Technology
295
+ 4.73%
$165.41 - $192.43 $48.8K - $56.8K
6.54K $1.09M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
350
+ 9.96%
$88.59 - $94.57 $31K - $33.1K
3.87K $343K
NEE
Nextera Energy Inc

Utilities
810
+ 29.33%
$69.77 - $85.43 $56.5K - $69.2K
3.57K $256K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
60
+ 5.81%
$278.19 - $315.36 $16.7K - $18.9K
1.09K $314K
TXN
Texas Instruments Inc

Technology
99
+ 6.37%
N/A
1.65K $321K
RTX
Raytheon Technologies Corp

Industrials
253
+ 10.7%
$114.45 - $127.21 $29K - $32.2K
2.62K $302K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
123
+ 10.61%
$209.89 - $233.24 $25.8K - $28.7K
1.28K $272K
FNDX
Schwab Fundamental U S Large C

ETFs
6.44K
+ 220.45%
$23.49 - $71.77 $151K - $462K
9.35K $221K
RPM
Rpm International Inc

Basic Materials
12
+ 0.37%
$120.09 - $140.26 $1.44K - $1.68K
3.28K $403K
ORI
Old Republic International Corp

Financial Services
83
+ 1.35%
$34.4 - $38.98 $2.86K - $3.24K
6.21K $224K
IGBH
Ishares Interest Rate Hedged L

ETFs
168
+ 0.55%
$24.14 - $24.57 $4.06K - $4.13K
30.5K $740K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.07%
$417.69 - $450.94 $418 - $451
1.5K $637K
FM
Ishares Msci Frontier And Sele

ETFs
250
+ 2.57%
$27.11 - $27.7 $6.78K - $6.93K
9.97K $270K
SUB
Ishares Short Term National Mu

ETFs
53
+ 0.84%
$104.94 - $106.2 $5.56K - $5.63K
6.36K $670K
Lam Research Corp
3.32K
New
N/A
3.32K $0
Blackrock Inc
1.25K
New
N/A
1.25K $0
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.52K
+ 4.2%
$51.33 - $53.74 $232K - $243K
112K $5.77M
UNH
Unitedhealth Group Inc

Healthcare
64
+ 12.7%
$485.52 - $625.25 $31.1K - $40K
568 $287K
YUM
Yum Brands Inc

Consumer Cyclical
5
+ 0.22%
$130.36 - $139.54 $652 - $698
2.28K $306K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
194
+ 2.49%
$32.75 - $35.81 $6.35K - $6.95K
7.99K $263K
ELS
Equity Lifestyle Properties Inc

Real Estate
26
+ 0.71%
$66.06 - $72.51 $1.72K - $1.89K
3.7K $246K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
53.2K
+ 197.12%
$27.54 - $83.04 $1.47M - $4.42M
80.2K $2.22M
DUK
Duke Energy Corp

Utilities
81
+ 1.65%
$105.76 - $120.76 $8.57K - $9.78K
4.98K $536K
COP
Conocophillips

Energy
28
+ 0.55%
$95.12 - $114.72 $2.66K - $3.21K
5.11K $506K
ABT
Abbott Laboratories

Healthcare
1.64K
+ 0.68%
$111.93 - $119.39 $184K - $196K
242K $27.4M
ES
Eversource Energy

Utilities
263
+ 5.55%
$55.9 - $67.73 $14.7K - $17.8K
5K $287K
IEFA
Ishares Tr

ETFs
282
+ 2.46%
$70.06 - $77.43 $19.8K - $21.8K
11.7K $824K
PFF
Ishares Trust Ishares Pfd And

ETFs
443
+ 0.66%
$31.23 - $33.51 $13.8K - $14.8K
67.8K $2.13M
VNQ
Vanguard Specialized Funds Van

ETFs
1.04K
+ 4.19%
$87.85 - $98.6 $91.6K - $103K
25.9K $2.31M
SCHA
Schwab Strategic Tr Us Small C

ETFs
61.5K
+ 91.64%
$25.33 - $51.16 $1.56M - $3.14M
129K $3.32M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
168
+ 5.0%
$396.64 - $516.74 $66.6K - $86.8K
3.53K $1.42M
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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