Destination Wealth Management Purchases in Q4 2024

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
9.16K
+ 3.4%
$46.33 - $48.6 $424K - $445K
278K $12.9M
PG
Procter & Gamble CO

Consumer Defensive
799
+ 1.45%
$161.05 - $179.7 $129K - $144K
55.9K $9.36M
AMAT
Applied Materials Inc

Technology
393
+ 6.41%
$161.44 - $213.89 $63.4K - $84.1K
6.53K $1.06M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.13K
+ 0.77%
$47.58 - $48.56 $197K - $201K
539K $25.7M
BOND
Pimco Active Bond Exchange Tra

ETFs
809
+ 0.87%
$90.42 - $94.5 $73.1K - $76.5K
93.7K $8.47M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
152K
+ 108.82%
$18.41 - $40.87 $2.79M - $6.2M
291K $5.38M
GBF
Ishares Tr

ETFs
4.29K
+ 2.49%
$101.93 - $106.84 $437K - $458K
177K $18.1M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
18.1K
+ 1.32%
$51.54 - $52.55 $931K - $949K
1.38M $71.5M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2.79K
+ 1.19%
$50.14 - $52.56 $140K - $146K
236K $11.9M
VHT
Vanguard Health Care ETF

ETFs
368
+ 2.08%
$250.81 - $283.3 $92.3K - $104K
18K $4.58M
KMB
Kimberly Clark Corp

Consumer Defensive
619
+ 1.24%
$130.37 - $146.09 $80.7K - $90.4K
50.4K $6.61M
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.8K
+ 0.36%
$29.77 - $30.19 $173K - $175K
1.61M $48M
IMTB
Ishares Tr

ETFs
6.61K
+ 1.54%
$42.29 - $44.45 $279K - $294K
435K $18.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
17K
+ 1.94%
$45.07 - $47.1 $765K - $800K
891K $40.3M
KO
Coca Cola CO

Consumer Defensive
867
+ 0.86%
$61.74 - $71.71 $53.5K - $62.2K
101K $6.32M
IDV
Ishares Tr

ETFs
6.89K
+ 1.7%
$27.03 - $29.92 $186K - $206K
412K $11.3M
UL
Unilever PLC

Consumer Defensive
1.9K
+ 1.43%
$56.7 - $64.64 $107K - $122K
135K $7.63M
ADI
Analog Devices Inc

Technology
680
+ 0.56%
$206.35 - $236.48 $140K - $161K
122K $25.8M
NVO
Novo Nordisk A S

Healthcare
37.2K
+ 23.44%
$85.0 - $120.04 $3.17M - $4.47M
196K $16.9M
VZ
Verizon Communications Inc

Communication Services
1.44K
+ 0.29%
$39.6 - $45.21 $57.1K - $65.1K
490K $19.6M
QCOM
Qualcomm Inc

Technology
1.24K
+ 0.72%
$150.4 - $178.04 $186K - $221K
173K $26.6M
MRK
Merck & Co., Inc.

Healthcare
2.5K
+ 1.2%
$96.31 - $114.76 $241K - $287K
212K $21.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
32K
+ 2.38%
$96.64 - $101.23 $3.09M - $3.24M
1.38M $133M
LLY
Eli Lilly & CO

Healthcare
254
+ 0.93%
$727.2 - $932.06 $185K - $237K
27.6K $21.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.42K
+ 1.26%
$75.1 - $82.99 $407K - $450K
437K $33M
ASML
Asml Holding Nv

Technology
844
+ 3.06%
$658.43 - $872.27 $556K - $736K
28.4K $19.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
361
+ 1.02%
$501.29 - $612.85 $181K - $221K
35.7K $18.6M
ZTS
Zoetis Inc.

Healthcare
1.24K
+ 1.0%
$162.24 - $194.42 $202K - $241K
125K $20.4M
JNJ
Johnson & Johnson

Healthcare
3.32K
+ 1.24%
$143.34 - $165.86 $476K - $551K
272K $39.3M
AMT
American Tower Corp

Real Estate
1.78K
+ 1.88%
$179.4 - $232.01 $320K - $414K
96.8K $17.7M
DHR
Danaher Corp

Healthcare
4.01K
+ 2.52%
$226.16 - $274.52 $906K - $1.1M
163K $37.5M
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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