Destination Wealth Management Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$3.2B
Holdings
236
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (236 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $178.6M |
AGGISHARES TR | $143.0M |
SDYSPDR SER TR | $95.3M |
IJRISHARES TR | $83.3M |
TLHISHARES TR | $80.9M |
STIPISHARES TR | $76.7M |
LQDHISHARES U S ETF TR | $75.3M |
IGSBISHARES TR | $73.8M |
IVVISHARES TR | $70.6M |
COSTCOSTCO WHSL CORP NEW | $69.4M |
IEMGISHARES INC | $68.5M |
VVISA INC | $62.8M |
IDUISHARES TR | $62.8M |
AMZNAMAZON COM INC | $59.8M |
IJHISHARES TR | $58.7M |
IGMISHARES TR | $58.6M |
MAMASTERCARD INCORPORATED | $56.6M |
VUGVANGUARD INDEX FDS | $55.7M |
JPMJPMORGAN CHASE & CO. | $54.1M |
MSFTMICROSOFT CORP | $53.9M |
GOOGLALPHABET INC | $49.7M |
SPSBSPDR SER TR | $48.2M |
CLCOLGATE PALMOLIVE CO | $47.5M |
JNJJOHNSON & JOHNSON | $46.5M |
IUSBISHARES TR | $42.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $40.2M |
SCHZSCHWAB STRATEGIC TR | $39.2M |
DHRDANAHER CORPORATION | $35.9M |
EFAISHARES TR | $35.3M |
ABTABBOTT LABS | $32.0M |
TJXTJX COS INC NEW | $32.0M |
WMWASTE MGMT INC DEL | $31.1M |
AXPAMERICAN EXPRESS CO | $29.5M |
DISDISNEY WALT CO | $29.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $28.9M |
MINTPIMCO ETF TR | $28.5M |
WMTWALMART INC | $27.6M |
ISTBISHARES TR | $26.8M |
QCOMQUALCOMM INC | $26.7M |
AFLAFLAC INC | $26.3M |
SYKSTRYKER CORPORATION | $25.9M |
BXBLACKSTONE INC | $25.7M |
ECLECOLAB INC | $25.7M |
MCDMCDONALDS CORP | $25.6M |
FLOTISHARES TR | $25.4M |
SCHXSCHWAB STRATEGIC TR | $25.0M |
COFCAPITAL ONE FINL CORP | $24.8M |
ADIANALOG DEVICES INC | $24.8M |
LLYELI LILLY & CO | $24.6M |
BCCCGLOBAL X FDS | $24.2M |
BACVERIZON COMMUNICATIONS INC | $23.2M |
HACKAMPLIFY ETF TR | $22.8M |
FTVFORTIVE CORP | $22.8M |
AMTAMERICAN TOWER CORP NEW | $22.3M |
AKXANSYS INC | $22.2M |
ORLYOREILLY AUTOMOTIVE INC | $21.3M |
ZTSZOETIS INC | $21.1M |
MRKMERCK & CO INC | $19.8M |
IMTBISHARES TR | $19.6M |
PFEPFIZER INC | $19.6M |
ASMLASML HOLDING N V | $19.2M |
GBFISHARES TR | $19.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $18.6M |
NVONOVO-NORDISK A S | $17.0M |
ROSTROSS STORES INC | $14.8M |
EAGGISHARES TR | $13.3M |
IDV*ISHARES TR | $12.8M |
USIGISHARES TR | $12.4M |
VVVANGUARD INDEX FDS | $12.3M |
SPYSPDR S&P 500 ETF TR | $12.2M |
NVDANVIDIA CORPORATION | $11.8M |
DONWISDOMTREE TR | $11.1M |
DESWISDOMTREE TR | $9.9M |
NDQINVESCO QQQ TR | $9.3M |
PGPROCTER AND GAMBLE CO | $9.1M |
BONDPIMCO ETF TR | $8.6M |
SUSBISHARES TR | $8.3M |
MGCVANGUARD WORLD FD | $8.3M |
RSPTINVESCO EXCHANGE TRADED FD T | $8.1M |
ULUNILEVER PLC | $7.9M |
IXP*ISHARES TR | $7.9M |
LMTLOCKHEED MARTIN CORP | $7.3M |
KMBKIMBERLY-CLARK CORP | $7.2M |
KOCOCA COLA CO | $7.1M |
SGOVISHARES TR | $6.6M |
TSLATESLA INC | $6.5M |
IGIBISHARES TR | $6.3M |
SCHBSCHWAB STRATEGIC TR | $5.9M |
VOOVANGUARD INDEX FDS | $5.8M |
PEPPEPSICO INC | $5.5M |
CVXCHEVRON CORP NEW | $5.4M |
VTVVANGUARD INDEX FDS | $5.3M |
XLFISELECT SECTOR SPDR TR | $5.2M |
EMNTPIMCO ETF TR | $5.1M |
SCHFSCHWAB STRATEGIC TR | $5.0M |
IWBISHARES TR | $5.0M |
AVGOBROADCOM INC | $4.9M |
VHTVANGUARD WORLD FD | $4.8M |
GOOGALPHABET INC | $4.6M |
PLTRPALANTIR TECHNOLOGIES INC | $4.4M |
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