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 |
|---|---|
METAMETA PLATFORMS INC | $4.1M |
SUSAISHARES TR | $3.5M |
SPABSPDR SER TR | $3.1M |
SCHESCHWAB STRATEGIC TR | $3.1M |
SCHASCHWAB STRATEGIC TR | $3.0M |
CITCINTAS CORP | $2.9M |
SMHVANECK ETF TRUST | $2.8M |
BKLNINVESCO EXCH TRADED FD TR II | $2.4M |
VNQVANGUARD INDEX FDS | $2.3M |
TFLOISHARES TR | $2.2M |
VCRVANGUARD WORLD FD | $2.1M |
PFFISHARES TR | $2.1M |
IHIISHARES TR | $2.0M |
IYZISHARES TR | $2.0M |
SCHMSCHWAB STRATEGIC TR | $1.9M |
VRTXVERTEX PHARMACEUTICALS INC | $1.6M |
HDHOME DEPOT INC | $1.6M |
XOMEXXON MOBIL CORP | $1.6M |
USSGDBX ETF TR | $1.5M |
SHVISHARES TR | $1.4M |
VXFVANGUARD INDEX FDS | $1.3M |
AMDADVANCED MICRO DEVICES INC | $1.3M |
STPZPIMCO ETF TR | $1.3M |
SCHGSCHWAB STRATEGIC TR | $1.2M |
NFLXNETFLIX INC | $1.2M |
BLKBLACKROCK INC | $1.2M |
IWFISHARES TR | $1.1M |
SCHWSCHWAB CHARLES CORP | $1.1M |
ADPAUTOMATIC DATA PROCESSING IN | $1.1M |
CMFISHARES TR | $1.0M |
VTIVANGUARD INDEX FDS | $1.0M |
AQLTISHARES TR | $970K |
IBMINTERNATIONAL BUSINESS MACHS | $933K |
DSIISHARES TR | $931K |
SUBISHARES TR | $893K |
AMATAPPLIED MATLS INC | $887K |
UBFOUNITED SEC BANCSHARES CALIF | $847K |
PWZINVESCO EXCH TRADED FD TR II | $841K |
ORCLORACLE CORP | $827K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $798K |
IGBHISHARES U S ETF TR | $734K |
SOSOUTHERN CO | $651K |
SCHKSCHWAB STRATEGIC TR | $648K |
VYMVANGUARD WHITEHALL FDS | $647K |
SCHDSCHWAB STRATEGIC TR | $644K |
DWDMORGAN STANLEY | $640K |
DONSPDR DOW JONES INDL AVERAGE | $629K |
CSCOCISCO SYS INC | $617K |
MUCBLACKROCK MUNIHLDNGS CALI QL | $611K |
RTXRTX CORPORATION | $611K |
VSGXVANGUARD WORLD FD | $609K |
DUKDUKE ENERGY CORP NEW | $608K |
VIGVANGUARD SPECIALIZED FUNDS | $601K |
BABOEING CO | $599K |
RSPINVESCO EXCHANGE TRADED FD T | $596K |
BACBANK AMERICA CORP | $579K |
XTISHARES TR | $573K |
EWEDWARDS LIFESCIENCES CORP | $565K |
ESGVVANGUARD WORLD FD | $559K |
SPMDSPDR SER TR | $549K |
COPCONOCOPHILLIPS | $538K |
DFACDIMENSIONAL ETF TRUST | $534K |
PANWPALO ALTO NETWORKS INC | $529K |
DRIVGLOBAL X FDS | $523K |
4I1PHILIP MORRIS INTL INC | $493K |
GSGOLDMAN SACHS GROUP INC | $490K |
NUSCNUSHARES ETF TR | $485K |
SBUXSTARBUCKS CORP | $485K |
XLFSELECT SECTOR SPDR TR | $478K |
HONHONEYWELL INTL INC | $476K |
HDVISHARES TR | $472K |
MPCMARATHON PETE CORP | $470K |
TRVTRAVELERS COMPANIES INC | $445K |
ABBVABBVIE INC | $439K |
AMGNAMGEN INC | $425K |
DGROISHARES TR | $415K |
PLDPROLOGIS INC. | $411K |
SPGIS&P GLOBAL INC | $409K |
VGTVANGUARD WORLD FD | $402K |
FNDXSCHWAB STRATEGIC TR | $401K |
ESGUISHARES TR | $397K |
ULSTSSGA ACTIVE ETF TR | $395K |
CATCATERPILLAR INC | $394K |
VBVANGUARD INDEX FDS | $390K |
ISRGINTUITIVE SURGICAL INC | $388K |
NTESNETEASE INC | $385K |
LITGLOBAL X FDS | $381K |
RPMRPM INTL INC | $381K |
USMVISHARES TR | $376K |
GLWCORNING INC | $373K |
PIPRPIPER SANDLER COMPANIES | $369K |
YUMYUM BRANDS INC | $359K |
CSWCSW INDUSTRIALS INC | $359K |
GILDGILEAD SCIENCES INC | $358K |
WFCWELLS FARGO CO NEW | $344K |
CRWDCROWDSTRIKE HLDGS INC | $338K |
IDXXIDEXX LABS INC | $328K |
BILSPDR SER TR | $325K |
CRMSALESFORCE INC | $321K |
IRMIRON MTN INC DEL | $317K |