Destination Wealth Management Incresed Positions in Q3 2025

Destination Wealth Management

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7.18K
+ 5.84%
$52.55 - $54.37 $377K - $390K
130K $7.04M
VHT
Vanguard Health Care ETF

ETFs
986
+ 5.32%
$239.12 - $259.95 $236K - $256K
19.5K $5.07M
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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.09K
+ 44.42%
$132.9 - $142.03 $277K - $296K
6.79K $956K
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
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
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
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
IDXX
Idexx Laboratories Inc

Healthcare
12
+ 1.53%
$514.61 - $682.78 $6.18K - $8.19K
797 $509K
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
AVDV
American Centy ETF Tr Avantis

ETFs
158
+ 4.65%
$79.24 - $89.03 $12.5K - $14.1K
3.56K $316K
BA
Boeing CO

Industrials
117
+ 3.44%
$209.79 - $237.38 $24.5K - $27.8K
3.52K $758K
MO
Altria Group, Inc.

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