Destination Wealth Management Incresed Positions 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
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.29K
+ 1.93%
$100.22 - $100.73 $530K - $533K
280K $28.1M
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
WFC
Wells Fargo & Company

Financial Services
4.12K
+ 85.56%
$54.98 - $77.35 $226K - $319K
8.93K $627K
HON
Honeywell International Inc

Industrials
1.32K
+ 106.81%
$202.84 - $236.0 $267K - $311K
2.55K $576K
IBM
International Business Machines Corp

Technology
1.42K
+ 61.81%
$204.9 - $238.04 $291K - $338K
3.72K $817K
IWB
Ishares Tr Russell 1000 ETF

ETFs
366
+ 2.22%
$311.11 - $335.64 $114K - $123K
16.9K $5.44M
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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.62K
+ 47.69%
$126.68 - $134.74 $205K - $219K
5.02K $640K
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
CMF
Ishares California Muni Bond E

ETFs
3.19K
+ 22.3%
$56.66 - $58.1 $181K - $185K
17.5K $1M
CRM
Salesforce, Inc.

Technology
351
+ 39.62%
$270.87 - $367.87 $95.1K - $129K
1.24K $413K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.1K
+ 330.94%
$26.93 - $84.95 $432K - $1.36M
20.9K $571K
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
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
1.36K
+ 2.78%
$98.41 - $98.98 $134K - $135K
50.3K $4.95M
ADBE
Adobe Inc.

Technology
379
+ 44.22%
$437.39 - $552.96 $166K - $210K
1.24K $549K
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
IWF
Ishares Russell 1000 Gr ETF

ETFs
40
+ 1.31%
$370.24 - $418.94 $14.8K - $16.8K
3.09K $1.24M
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
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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