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
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
NEE
Nextera Energy Inc

Utilities
810
+ 29.33%
$69.77 - $85.43 $56.5K - $69.2K
3.57K $256K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
350
+ 9.96%
$88.59 - $94.57 $31K - $33.1K
3.87K $343K
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
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
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
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
AMD
Advanced Micro Devices Inc

Technology
647
+ 5.54%
$118.88 - $172.8 $76.9K - $112K
12.3K $1.49M
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
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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