Destination Wealth Management Buys Amazon.com Inc, PIMCO Enhanced Short Maturity Active Exchange-Trad, iShares U.S. Medical Devices ETF, Sells Berkshire Hathaway Inc, Baxter International Inc, Charles Schwab Corp

Walnut Creek, CA, based Investment company Destination Wealth Management (Current Portfolio) buys Amazon.com Inc, PIMCO Enhanced Short Maturity Active Exchange-Trad, iShares U.S. Medical Devices ETF, Trinet Group Inc, ASML Holding NV, sells Berkshire Hathaway Inc, Baxter International Inc, Charles Schwab Corp, Vontier Corp, Yum China Holdings Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Destination Wealth Management. As of 2021Q3, Destination Wealth Management owns 174 stocks with a total value of $2.6 billion. These are the details of the buys and sells.

For the details of Destination Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/destination+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of Destination Wealth Management
  1. iShares Core U.S. Aggregate Bond ETF (AGG) - 1,577,656 shares, 7.03% of the total portfolio. Shares added by 1.48%
  2. Apple Inc (AAPL) - 851,671 shares, 4.68% of the total portfolio. Shares reduced by 1.02%
  3. SPDR Dividend ETF (SDY) - 788,731 shares, 3.60% of the total portfolio. Shares added by 0.78%
  4. iShares Core S&P Small-Cap ETF (IJR) - 747,626 shares, 3.17% of the total portfolio. Shares added by 1.55%
  5. iShares 0-5 Year TIPS Bond ETF (STIP) - 661,117 shares, 2.71% of the total portfolio. Shares added by 5.18%
New Purchase: Trinet Group Inc (TNET)

Destination Wealth Management initiated holding in Trinet Group Inc. The purchase prices were between $70.49 and $96.37, with an estimated average price of $85.57. The stock is now traded at around $98.410000. The impact to a portfolio due to this purchase was 0.03%. The holding were 7,860 shares as of 2021-09-30.

New Purchase: iShares TIPS Bond ETF (TIP)

Destination Wealth Management initiated holding in iShares TIPS Bond ETF. The purchase prices were between $125.24 and $129.06, with an estimated average price of $127.65. The stock is now traded at around $129.375000. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,690 shares as of 2021-09-30.

New Purchase: Eaton Vance Tax-Managed Buy-Write Income Fund (ETB)

Destination Wealth Management initiated holding in Eaton Vance Tax-Managed Buy-Write Income Fund. The purchase prices were between $16.01 and $16.86, with an estimated average price of $16.52. The stock is now traded at around $16.443400. The impact to a portfolio due to this purchase was 0.01%. The holding were 10,600 shares as of 2021-09-30.

New Purchase: Tesla Inc (TSLA)

Destination Wealth Management initiated holding in Tesla Inc. The purchase prices were between $643.38 and $791.36, with an estimated average price of $706.1. The stock is now traded at around $1016.755000. The impact to a portfolio due to this purchase was 0.01%. The holding were 472 shares as of 2021-09-30.

New Purchase: ASML Holding NV (ASML)

Destination Wealth Management initiated holding in ASML Holding NV. The purchase prices were between $673.69 and $889.33, with an estimated average price of $785.63. The stock is now traded at around $786.500000. The impact to a portfolio due to this purchase was 0.01%. The holding were 279 shares as of 2021-09-30.

Added: Amazon.com Inc (AMZN)

Destination Wealth Management added to a holding in Amazon.com Inc by 42.50%. The purchase prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22. The stock is now traded at around $3362.720000. The impact to a portfolio due to this purchase was 0.55%. The holding were 14,472 shares as of 2021-09-30.

Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Destination Wealth Management added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 39.29%. The purchase prices were between $101.83 and $101.94, with an estimated average price of $101.9. The stock is now traded at around $101.784100. The impact to a portfolio due to this purchase was 0.19%. The holding were 168,405 shares as of 2021-09-30.

Added: iShares U.S. Medical Devices ETF (IHI)

Destination Wealth Management added to a holding in iShares U.S. Medical Devices ETF by 460.13%. The purchase prices were between $60.38 and $67.12, with an estimated average price of $63.77. The stock is now traded at around $65.145000. The impact to a portfolio due to this purchase was 0.07%. The holding were 38,470 shares as of 2021-09-30.

Sold Out: Vontier Corp (VNT)

Destination Wealth Management sold out a holding in Vontier Corp. The sale prices were between $31.08 and $36.85, with an estimated average price of $33.98.

Sold Out: Tractor Supply Co (TSCO)

Destination Wealth Management sold out a holding in Tractor Supply Co. The sale prices were between $180.81 and $211.87, with an estimated average price of $193.83.

Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)

Destination Wealth Management sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $143.63 and $151.6, with an estimated average price of $148.12.

Sold Out: Alibaba Group Holding Ltd (BABA)

Destination Wealth Management sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.

Sold Out: iShares Gold Trust (IAU)

Destination Wealth Management sold out a holding in iShares Gold Trust. The sale prices were between $32.85 and $34.83, with an estimated average price of $34.07.

Sold Out: Caterpillar Inc (CAT)

Destination Wealth Management sold out a holding in Caterpillar Inc. The sale prices were between $189.84 and $221.66, with an estimated average price of $208.43.



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