Destination Wealth Management Sells in Q4 2024

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-20.3K
- 2.73%
$99.04 - $109.59 $2.01M - $2.23M
725K $72.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.43K
- 0.63%
$131.66 - $144.0 $584K - $638K
696K $91.9M
CL
Colgate Palmolive CO

Consumer Defensive
-744
- 0.15%
$90.22 - $102.31 $67.1K - $76.1K
499K $45.3M
IDU
Ishares Tr U S Utils ETF

ETFs
-15K
- 2.35%
$94.65 - $105.73 $1.42M - $1.58M
622K $59.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-14.8K
- 1.87%
$113.92 - $127.38 $1.68M - $1.88M
775K $89.2M
AFL
Aflac Inc

Financial Services
-6.63K
- 2.7%
$100.37 - $115.27 $665K - $764K
239K $24.8M
ICE
Intercontinental Exchange, Inc.

Financial Services
-3.91K
- 2.26%
$148.29 - $166.93 $579K - $652K
169K $25.2M
ECL
Ecolab Inc.

Basic Materials
-1.22K
- 1.19%
$234.32 - $261.43 $287K - $320K
101K $23.8M
PFE
Pfizer Inc

Healthcare
-20.3K
- 2.88%
$24.8 - $30.19 $502K - $612K
684K $18.1M
FTV
Fortive Corp

Technology
-12.3K
- 3.77%
$71.16 - $79.68 $875K - $979K
314K $23.6M
MSFT
Microsoft Corp

Technology
-975
- 0.69%
$406.35 - $454.46 $396K - $443K
141K $59.3M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.35K
- 1.62%
$288.47 - $316.54 $391K - $429K
82.1K $23.8M
PLTR
Palantir Technologies Inc.

Technology
-43.8K
- 92.84%
$36.46 - $82.38 $1.6M - $3.61M
3.38K $255K
PAVE
Global X Fds Us Infrastructure

ETFs
-16.1K
- 2.45%
$40.41 - $45.95 $651K - $741K
641K $25.9M
WM
Waste Management Inc

Industrials
-697
- 0.51%
$201.79 - $228.46 $141K - $159K
136K $27.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-4.01K
- 3.13%
$570.51 - $610.59 $2.29M - $2.45M
124K $73.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12K
- 1.19%
$61.68 - $67.87 $737K - $811K
995K $62M
PEP
Pepsico Inc

Consumer Defensive
-353
- 0.92%
$151.29 - $176.1 $53.4K - $62.2K
38.2K $5.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-454
- 0.59%
$442.29 - $483.08 $201K - $219K
76.5K $34.7M
SYK
Stryker Corp

Healthcare
-1.09K
- 1.53%
$345.14 - $392.15 $377K - $428K
70.1K $25.2M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-6.82K
- 2.9%
$50.53 - $55.55 $345K - $379K
228K $11.6M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-8.46K
- 46.57%
$40.34 - $40.62 $341K - $344K
9.71K $392K
MGC
Vanguard Mega Cap ETF

ETFs
-2.69K
- 6.15%
$204.21 - $220.18 $549K - $592K
41K $8.72M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-39
- 0.03%
$26.63 - $30.23 $1.04K - $1.18K
116K $3.09M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-7.2K
- 2.25%
$33.7 - $37.69 $242K - $271K
312K $10.7M
BCAL
Southern Calif Bancorp Com

Financial Services
-21.3K
- 58.19%
$13.82 - $17.95 $294K - $382K
15.3K $252K
COST
Costco Wholesale Corp

Consumer Defensive
-2.8K
- 3.63%
$873.59 - $994.69 $2.45M - $2.79M
74.5K $68.2M
INTC
Intel Corp

Technology
-8.19K
- 35.25%
$19.07 - $26.23 $156K - $215K
15K $301K
VTV
Vanguard Value ETF

ETFs
-394
- 1.32%
$168.32 - $181.87 $66.3K - $71.7K
29.5K $4.99M
CSCO
Cisco Systems, Inc.

Technology
-5.09K
- 37.78%
$52.45 - $60.02 $267K - $306K
8.39K $496K
ABBV
Abb Vie Inc.

Healthcare
-703
- 20.87%
$164.99 - $203.87 $116K - $143K
2.67K $473K
PLD
Prologis, Inc.

Real Estate
-716
- 15.9%
$101.4 - $126.96 $72.6K - $90.9K
3.79K $400K
HD
Home Depot, Inc.

Consumer Cyclical
-221
- 4.79%
$385.02 - $431.37 $85.1K - $95.3K
4.4K $1.71M
VTI
Vanguard Total Stock Market Et

ETFs
-595
- 18.35%
$280.04 - $302.45 $167K - $180K
2.65K $767K
PIPR
Piper Sandler Companies

Financial Services
-562
- 27.44%
$280.53 - $348.81 $158K - $196K
1.49K $445K
HDV
Ishares Core High Dividend ETF

ETFs
-915
- 17.9%
$110.82 - $121.28 $101K - $111K
4.2K $471K
CVX
Chevron Corp

Energy
-349
- 1.07%
$141.15 - $162.53 $49.3K - $56.7K
32.3K $4.67M
VV
Vanguard Large Cap ETF

ETFs
-1.63K
- 3.3%
$260.27 - $280.65 $424K - $457K
47.7K $12.9M
MPC
Marathon Petroleum Corp

Energy
-15
- 0.46%
$131.65 - $174.84 $1.97K - $2.62K
3.23K $449K
CAT
Caterpillar Inc

Industrials
-113
- 13.23%
$360.37 - $416.88 $40.7K - $47.1K
741 $268K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-233
- 2.21%
$56.61 - $61.63 $13.2K - $14.4K
10.3K $585K
GLW
Corning Inc

Technology
-1.76K
- 17.85%
$44.11 - $49.76 $77.7K - $87.6K
8.11K $385K
IRM
Iron Mountain Inc

Real Estate
-61
- 1.65%
$101.62 - $128.14 $6.2K - $7.82K
3.65K $383K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-244
- 0.72%
$57.38 - $61.11 $14K - $14.9K
33.7K $1.96M
LIT
Global X Fds Global X Lithium

ETFs
-404
- 4.71%
$40.78 - $48.97 $16.5K - $19.8K
8.18K $333K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.14K
- 6.47%
$33.92 - $36.6 $38.8K - $41.8K
16.5K $571K
SCHW
Schwab Charles Corp

Financial Services
-2.52K
- 15.0%
$63.31 - $82.85 $160K - $209K
14.3K $1.06M
DRIV
Global X Fds Global X Autonomo

ETFs
-767
- 2.86%
$22.45 - $24.22 $17.2K - $18.6K
26K $597K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-469
- 7.59%
$100.18 - $109.1 $47K - $51.2K
5.71K $598K
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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