Destination Wealth Management Sells in Q3 2025

Destination Wealth Management

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RPM
Rpm International Inc

Basic Materials
-27
- 0.81%
$110.07 - $128.23 $2.97K - $3.46K
3.33K $392K
VTV
Vanguard Value ETF

ETFs
-1.32K
- 4.64%
$175.51 - $186.57 $232K - $247K
27.2K $5.07M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-161
- 2.82%
$109.47 - $119.06 $17.6K - $19.2K
5.55K $656K
APH
Amphenol Corp

Technology
-121
- 5.77%
$97.39 - $125.4 $11.8K - $15.2K
1.98K $244K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-17.5K
- 6.51%
$23.82 - $25.84 $417K - $452K
251K $6.45M
LIT
Global X Fds Global X Lithium

ETFs
-2.03K
- 21.24%
$38.41 - $56.85 $77.9K - $115K
7.52K $427K
RTX
Raytheon Technologies Corp

Industrials
-18
- 0.38%
$144.19 - $167.33 $2.6K - $3.01K
4.74K $793K
CAT
Caterpillar Inc

Industrials
-13
- 1.03%
$390.92 - $477.15 $5.08K - $6.2K
1.25K $598K
DRIV
Global X Fds Global X Autonomo

ETFs
-154
- 0.64%
$23.34 - $28.35 $3.59K - $4.37K
23.8K $671K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-27
- 0.93%
$420.11 - $472.68 $11.3K - $12.8K
2.89K $1.35M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
-72
- 0.24%
$56.67 - $61.35 $4.08K - $4.42K
30.2K $1.85M
HD
Home Depot, Inc.

Consumer Cyclical
-88
- 1.95%
$357.4 - $423.42 $31.5K - $37.3K
4.42K $1.79M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-405
- 0.57%
$29.27 - $32.3 $11.9K - $13.1K
71.2K $2.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.76K
- 1.59%
$21.69 - $23.34 $81.5K - $87.7K
233K $5.43M
VCR
Vanguard Consumer Discretionar

ETFs
-42
- 0.64%
$359.61 - $401.35 $15.1K - $16.9K
6.51K $2.58M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-642
- 3.76%
$339.37 - $366.46 $218K - $235K
16.4K $6.01M
ECL
Ecolab Inc.

Basic Materials
-838
- 0.83%
$259.39 - $285.47 $217K - $239K
100K $27.5M
IDV
Ishares Tr

ETFs
-10.5K
- 2.61%
$34.54 - $37.28 $361K - $390K
390K $14.3M
MGC
Vanguard Mega Cap ETF

ETFs
-443
- 1.11%
$224.2 - $245.55 $99.3K - $109K
39.3K $9.59M
MCD
Mcdonalds Corp

Consumer Cyclical
-935
- 1.17%
$291.67 - $316.99 $273K - $296K
79.2K $24.1M
VV
Vanguard Large Cap ETF

ETFs
-980
- 2.1%
$285.05 - $309.14 $279K - $303K
45.7K $14.1M
IXP
Ishares Global Comm Services E

ETFs
-1.25K
- 1.54%
$109.97 - $126.56 $137K - $158K
79.7K $9.85M
ADI
Analog Devices Inc

Technology
-268
- 0.22%
$220.68 - $255.63 $59.1K - $68.5K
123K $30.3M
WMT
Walmart Inc.

Consumer Defensive
-7.02K
- 2.3%
$94.4 - $104.27 $663K - $732K
299K $30.8M
AXP
American Express CO

Financial Services
-913
- 0.85%
$294.27 - $342.31 $269K - $313K
107K $35.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-27.7K
- 2.82%
$24.46 - $26.5 $676K - $733K
954K $25.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.73K
- 0.65%
$87.29 - $93.61 $239K - $256K
416K $38.8M
NVDA
Nvidia Corp

Technology
-5.41K
- 5.31%
$153.3 - $186.58 $829K - $1.01M
96.5K $18M
PAVE
Global X Fds Us Infrastructure

ETFs
-3.51K
- 0.55%
$44.02 - $47.63 $154K - $167K
639K $30.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-627
- 1.57%
$404.94 - $499.99 $254K - $313K
39.4K $19.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-630
- 0.09%
$136.48 - $142.97 $86K - $90.1K
698K $97.8M
IDU
Ishares Tr U S Utils ETF

ETFs
-3.38K
- 0.55%
$103.7 - $111.17 $350K - $375K
611K $67.7M
BX
Blackstone Inc.

Financial Services
-2.14K
- 1.14%
$152.77 - $188.68 $326K - $403K
185K $31.6M
VUG
Vanguard Growth ETF

ETFs
-2.51K
- 1.69%
$433.97 - $484.08 $1.09M - $1.22M
146K $70.1M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.77K
- 1.08%
$121.35 - $144.54 $336K - $401K
255K $36.9M
IGM
Ishares Expanded Tech Sector E

ETFs
-11K
- 1.72%
$110.96 - $127.67 $1.23M - $1.41M
631K $79.5M
GOOGL
Alphabet Inc.

Communication Services
-5.08K
- 1.56%
$174.36 - $254.72 $886K - $1.29M
320K $77.8M
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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