Destination Wealth Management Purchases in Q3 2025

Destination Wealth Management

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
1.02K
+ 3.53%
$88.47 - $93.24 $90.1K - $94.9K
29.9K $2.73M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.89K
+ 53.24%
$68.24 - $73.73 $129K - $139K
5.44K $399K
NFLX
Netflix Inc

Communication Services
287
+ 20.37%
$1147.87 - $1297.18 $329K - $372K
1.7K $2.03M
VGT
Vanguard Information Technolog

ETFs
116
+ 17.01%
$656.44 - $753.15 $76.1K - $87.4K
798 $595K
HDV
Ishares Core High Dividend ETF

ETFs
982
+ 25.21%
$118.16 - $123.66 $116K - $121K
4.88K $597K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
3.37K
+ 0.99%
$25.0 - $25.33 $84.2K - $85.3K
345K $8.73M
SCHW
Schwab Charles Corp

Financial Services
819
+ 6.43%
$91.03 - $98.69 $74.6K - $80.8K
13.6K $1.29M
ABBV
Abb Vie Inc.

Healthcare
88
+ 4.05%
$184.85 - $231.54 $16.3K - $20.4K
2.26K $523K
UBFO
United Security Bancshares

Financial Services
6K
+ 6.35%
$8.29 - $9.84 $49.7K - $59K
101K $932K
NKE
Nike, Inc.

Consumer Cyclical
1.44K
+ 50.67%
$69.24 - $79.24 $99.5K - $114K
4.27K $297K
MPC
Marathon Petroleum Corp

Energy
1
+ 0.03%
$158.59 - $198.69 $159 - $199
3.25K $626K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
926
+ 9.27%
$42.67 - $46.91 $39.5K - $43.4K
10.9K $510K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1K
+ 6.19%
$36.04 - $38.78 $36.1K - $38.9K
17.2K $663K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
731
+ 1.66%
$98.41 - $98.89 $71.9K - $72.3K
44.7K $4.42M
DGRO
Ishares Core Dividend Growth E

ETFs
678
+ 10.2%
$64.12 - $68.08 $43.5K - $46.2K
7.33K $498K
IWN
Ishares Russell2000 Val ETF

ETFs
257
+ 19.8%
$157.1 - $178.94 $40.4K - $46K
1.56K $274K
WFC
Wells Fargo & Company

Financial Services
613
+ 14.29%
$77.05 - $85.16 $47.2K - $52.2K
4.9K $411K
SBUX
Starbucks Corp

Consumer Cyclical
1.18K
+ 24.19%
$81.9 - $96.86 $96.8K - $114K
6.07K $513K
ES
Eversource Energy

Utilities
351
+ 7.44%
$62.86 - $71.14 $22.1K - $25K
5.07K $360K
IWM
Ishares Russell 2000 ETF

ETFs
124
+ 12.22%
$214.92 - $244.84 $26.7K - $30.4K
1.14K $275K
ALL
Allstate Corp

Financial Services
184
+ 18.04%
$192.0 - $214.65 $35.3K - $39.5K
1.2K $258K
BA
Boeing CO

Industrials
117
+ 3.44%
$209.79 - $237.38 $24.5K - $27.8K
3.52K $758K
AVDV
American Centy ETF Tr Avantis

ETFs
158
+ 4.65%
$79.24 - $89.03 $12.5K - $14.1K
3.56K $316K
MO
Altria Group, Inc.

Consumer Defensive
11
+ 0.18%
$57.75 - $67.68 $635 - $744
6.1K $403K
MCK
Mckesson Corp

Healthcare
42
+ 15.11%
$659.01 - $772.54 $27.7K - $32.4K
320 $247K
YUM
Yum Brands Inc

Consumer Cyclical
219
+ 9.5%
$139.5 - $153.94 $30.6K - $33.7K
2.53K $383K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
43
+ 1.3%
$134.94 - $145.86 $5.8K - $6.27K
3.34K $486K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
10
+ 0.1%
$64.58 - $69.94 $646 - $699
10.3K $716K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.1%
$284.45 - $324.95 $284 - $325
1.04K $332K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
660
+ 1.16%
$10.02 - $10.85 $6.61K - $7.16K
57.7K $626K
DUK
Duke Energy Corp

Utilities
100
+ 2.35%
$116.31 - $125.93 $11.6K - $12.6K
4.35K $537K
SO
Southern CO

Utilities
150
+ 2.1%
$90.83 - $96.0 $13.6K - $14.4K
7.31K $692K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.07%
$435.72 - $463.74 $436 - $464
1.5K $694K
PLD
Prologis, Inc.

Real Estate
4
+ 0.11%
$104.08 - $115.35 $416 - $461
3.56K $407K
XLP
Consumer Staples Sector Spdr

ETFs
434
+ 0.7%
N/A
62.2K $4.73M
ORI
Old Republic International Corp

Financial Services
56
+ 0.9%
$35.74 - $42.47 $2K - $2.38K
6.26K $265K
F
Ford Motor CO

Consumer Cyclical
960
+ 7.23%
$10.82 - $12.09 $10.4K - $11.6K
14.2K $170K
TIP
Ishares Tr Tips Bd ETF

ETFs
204
+ 9.12%
$109.11 - $111.88 $22.3K - $22.8K
2.44K $271K
GILD
Gilead Sciences, Inc.

Healthcare
176
+ 5.31%
$108.22 - $120.47 $19K - $21.2K
3.49K $387K
IGBH
Ishares Interest Rate Hedged L

ETFs
134
+ 0.44%
$24.05 - $24.63 $3.22K - $3.3K
30.8K $758K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
167
+ 4.71%
$91.44 - $91.77 $15.3K - $15.3K
3.71K $340K
ADBE
Adobe Inc.

Technology
81
+ 11.2%
$333.65 - $392.1 $27K - $31.8K
804 $283K
Pimco ETF Tr
256K
+ 10.0%
N/A
2.82M $0
Lam Research Corp
381
+ 10.85%
N/A
3.89K $0
Reddit Inc
1K
New
N/A
1K $0
ELS
Equity Lifestyle Properties Inc

Real Estate
2
+ 0.05%
$58.43 - $62.12 $117 - $124
3.79K $230K
NOW
Service Now, Inc.

Technology
11
+ 5.42%
$850.86 - $1044.69 $9.36K - $11.5K
214 $196K
HON
Honeywell International Inc

Industrials
148
+ 6.54%
$207.7 - $240.4 $30.7K - $35.6K
2.41K $507K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
89
+ 5.73%
$366.54 - $479.53 $32.6K - $42.7K
1.64K $643K
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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