Destination Wealth Management Reduced Holdings in Q4 2024

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DSI
Ishares Msci Kld 400 Social Et

ETFs
-362
- 3.94%
$107.41 - $115.71 $38.9K - $41.9K
8.83K $973K
XT
Ishares Tr Exponential Technol

ETFs
-92
- 0.91%
$58.7 - $62.72 $5.4K - $5.77K
10K $597K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-448
- 1.48%
$118.0 - $127.04 $52.9K - $56.9K
29.8K $3.62M
DGRO
Ishares Core Dividend Growth E

ETFs
-28
- 0.42%
$60.73 - $64.94 $1.7K - $1.82K
6.69K $410K
XLP
Consumer Staples Sector Spdr

ETFs
-126
- 0.2%
N/A
62.1K $4.72M
TFLO
Ishares Treasury Floating Rate

ETFs
-38
- 0.09%
$50.37 - $50.63 $1.91K - $1.92K
41.1K $2.07M
VIG
Vanguard Dividend Appreciation

ETFs
-21
- 0.72%
N/A
2.9K $527K
ISRG
Intuitive Surgical Inc

Healthcare
-53
- 6.88%
$471.27 - $550.62 $25K - $29.2K
717 $374K
Amplify ETF Tr
-6.63K
- 1.99%
N/A
326K $0
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-62
- 1.89%
$124.61 - $133.96 $7.73K - $8.31K
3.21K $413K
VB
Vanguard Small Cap ETF

ETFs
-18
- 1.02%
$233.76 - $261.58 $4.21K - $4.71K
1.75K $421K
TMUS
T Mobile Us, Inc.

Communication Services
-40
- 3.36%
$206.1 - $246.94 $8.24K - $9.88K
1.15K $254K
TRV
Travelers Companies, Inc.

Financial Services
-4
- 0.24%
$225.97 - $266.66 $904 - $1.07K
1.68K $405K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-75
- 4.33%
$172.07 - $207.36 $12.9K - $15.6K
1.66K $327K
IXP
Ishares Global Comm Services E

ETFs
-1.82K
- 2.11%
$92.71 - $102.47 $168K - $186K
84.3K $8.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-668
- 3.94%
$481.22 - $538.17 $321K - $359K
16.3K $8.33M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-2.35K
- 3.03%
$25.22 - $28.15 $59.3K - $66.2K
75.2K $2.02M
VCR
Vanguard Consumer Discretionar

ETFs
-145
- 2.08%
$328.51 - $401.37 $47.6K - $58.2K
6.84K $2.57M
TJX
Tjx Companies Inc

Consumer Cyclical
-5.24K
- 1.92%
$112.15 - $127.2 $587K - $666K
268K $32.4M
IGM
Ishares Expanded Tech Sector E

ETFs
-27.8K
- 4.16%
$94.19 - $106.95 $2.62M - $2.98M
642K $65.5M
AXP
American Express CO

Financial Services
-6.02K
- 5.04%
$267.35 - $305.57 $1.61M - $1.84M
114K $33.7M
BX
Blackstone Inc.

Financial Services
-12.6K
- 6.31%
$148.45 - $199.05 $1.88M - $2.51M
187K $32.3M
WMT
Walmart Inc.

Consumer Defensive
-18.1K
- 5.17%
$79.1 - $95.7 $1.43M - $1.73M
332K $30M
VUG
Vanguard Growth ETF

ETFs
-4.3K
- 2.74%
$378.79 - $428.11 $1.63M - $1.84M
152K $62.6M
MA
Mastercard Inc

Financial Services
-2.16K
- 2.0%
$491.3 - $536.15 $1.06M - $1.16M
106K $55.6M
COF
Capital One Financial Corp

Financial Services
-6K
- 4.02%
$145.19 - $192.01 $871K - $1.15M
143K $25.6M
DIS
Walt Disney CO

Communication Services
-8.7K
- 2.83%
$92.39 - $117.6 $804K - $1.02M
298K $33.2M
JPM
Jpmorgan Chase & CO

Financial Services
-8.73K
- 3.67%
$205.18 - $250.29 $1.79M - $2.19M
229K $55M
GOOGL
Alphabet Inc.

Communication Services
-5.86K
- 1.79%
$161.86 - $196.66 $949K - $1.15M
322K $61M
V
Visa Inc.

Financial Services
-2.54K
- 1.36%
$273.87 - $320.91 $696K - $815K
184K $58.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-8.98K
- 2.74%
$180.88 - $232.93 $1.62M - $2.09M
318K $69.8M
AAPL
Apple Inc.

Technology
-9.55K
- 1.13%
$221.69 - $259.02 $2.12M - $2.47M
832K $208M
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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