Destination Wealth Management Q3 2024 Filing
Filed November 25, 2024
Portfolio Value
$3.2T
Holdings
220
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (220 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | MRSHMARSH & MCLENNAN COS INC | 1,159 | $258.6M | 0.01% | |
| 202 | HONHONEYWELL INTL INC | 1,234 | $255.1M | 0.01% | |
| 203 | BILSSPDR SER TR | 2,547 | $253.6M | 0.01% | |
| 204 | TIPISHARES TR | 2,238 | $247.2M | 0.01% | |
| 205 | ILCGISHARES TR | 2,931 | $246.3M | 0.01% | |
| 206 | TMUST-MOBILE US INC | 1,192 | $246.0M | 0.01% | |
| 207 | ILCVISHARES TR | 2,955 | $242.9M | 0.01% | |
| 208 | CRMSALESFORCE INC | 886 | $242.5M | 0.01% | |
| 209 | TAT&T INC | 10,902 | $239.8M | 0.01% | |
| 210 | VLUEISHARES TR | 2,173 | $236.9M | 0.01% | |
| 211 | VEUVANGUARD INTL EQUITY INDEX F | 3,725 | $234.7M | 0.01% | |
| 212 | NEENEXTERA ENERGY INC | 2,762 | $233.4M | 0.01% | |
| 213 | SBUXSTARBUCKS CORP | 2,367 | $230.8M | 0.01% | |
| 214 | CMICUMMINS INC | 701 | $227.0M | 0.01% | |
| 215 | LRCXEURLAM RESEARCH CORP | 277 | $226.1M | 0.01% | |
| 216 | LOWLOWES COS INC | 819 | $221.7M | 0.01% | |
| 217 | ORIOLD REP INTL CORP | 6,127 | $217.0M | 0.01% | |
| 218 | TMEDT ROWE PRICE ETF INC | 5,458 | $216.4M | 0.01% | |
| 219 | FNDXSCHWAB STRATEGIC TR | 2,919 | $209.5M | 0.01% | |
| 220 | NXDRNEXTDOOR HOLDINGS INC | 12,100 | $30.0M | 0.00% |
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