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
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
DUK
Duke Energy Corp

Utilities
100
+ 2.35%
$116.31 - $125.93 $11.6K - $12.6K
4.35K $537K
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
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.07%
$435.72 - $463.74 $436 - $464
1.5K $694K
SO
Southern CO

Utilities
150
+ 2.1%
$90.83 - $96.0 $13.6K - $14.4K
7.31K $692K
PLD
Prologis, Inc.

Real Estate
4
+ 0.11%
$104.08 - $115.35 $416 - $461
3.56K $407K
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
Lam Research Corp
381
+ 10.85%
N/A
3.89K $0
Pimco ETF Tr
256K
+ 10.0%
N/A
2.82M $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
UPS
United Parcel Service Inc

Industrials
307
+ 4.5%
$82.58 - $105.54 $25.4K - $32.4K
7.12K $594K
PG
Procter & Gamble CO

Consumer Defensive
953
+ 1.78%
$150.47 - $161.22 $143K - $154K
54.5K $8.38M
ABT
Abbott Laboratories

Healthcare
1.62K
+ 0.67%
$120.51 - $136.62 $195K - $221K
243K $32.5M
ZTS
Zoetis Inc.

Healthcare
3.81K
+ 2.89%
$141.13 - $159.19 $537K - $606K
136K $19.8M
WM
Waste Management Inc

Industrials
1.03K
+ 0.77%
$213.88 - $237.1 $221K - $245K
134K $29.7M
SYK
Stryker Corp

Healthcare
467
+ 0.67%
$368.57 - $403.53 $172K - $188K
69.8K $25.8M
V
Visa Inc.

Financial Services
438
+ 0.25%
$332.09 - $358.86 $145K - $157K
176K $60.1M
AMT
American Tower Corp

Real Estate
1.67K
+ 1.59%
$192.32 - $232.35 $321K - $388K
107K $20.5M
CL
Colgate Palmolive CO

Consumer Defensive
16.2K
+ 3.17%
$79.36 - $93.33 $1.29M - $1.51M
528K $42.2M
COST
Costco Wholesale Corp

Consumer Defensive
106
+ 0.15%
$915.95 - $994.57 $97.1K - $105K
71.6K $66.3M
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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