Destination Wealth Management Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$3.2T
Holdings
229
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (229 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | PLUSEPLUS INC | 4,000 | $295.5M | 0.01% | |
| 202 | UNHUNITEDHEALTH GROUP INC | 568 | $287.5M | 0.01% | |
| 203 | ESEVERSOURCE ENERGY | 5,000 | $287.2M | 0.01% | |
| 204 | SHYISHARES TR | 3,325 | $272.6M | 0.01% | |
| 205 | MRSHMARSH & MCLENNAN COS INC | 1,282 | $272.3M | 0.01% | |
| 206 | FMUSDISHARES INC | 9,968 | $270.5M | 0.01% | |
| 207 | CATCATERPILLAR INC | 741 | $269.0M | 0.01% | |
| 208 | LVLNSPDR SER TR | 7,985 | $263.4M | 0.01% | |
| 209 | ILCGISHARES TR | 2,931 | $262.6M | 0.01% | |
| 210 | NEENEXTERA ENERGY INC | 3,572 | $256.1M | 0.01% | |
| 211 | PLTRPALANTIR TECHNOLOGIES INC | 3,379 | $255.6M | 0.01% | |
| 212 | VCITVANGUARD SCOTTSDALE FDS | 3,175 | $254.9M | 0.01% | |
| 213 | TMUST-MOBILE US INC | 1,152 | $254.3M | 0.01% | |
| 214 | XLKSELECT SECTOR SPDR TR | 1,089 | $253.2M | 0.01% | |
| 215 | BCALCALIFORNIA BANCORP | 15,290 | $252.9M | 0.01% | |
| 216 | BILSSPDR SER TR | 2,547 | $252.5M | 0.01% | |
| 217 | ELSEQUITY LIFESTYLE PPTYS INC | 3,704 | $246.7M | 0.01% | |
| 218 | CMICUMMINS INC | 701 | $244.4M | 0.01% | |
| 219 | LRCXLAM RESEARCH CORP | 3,320 | $239.8M | 0.01% | |
| 220 | ILCVISHARES TR | 2,955 | $239.3M | 0.01% | |
| 221 | TMEDT ROWE PRICE ETF INC | 5,458 | $229.8M | 0.01% | |
| 222 | VXUSVANGUARD STAR FDS | 3,860 | $227.5M | 0.01% | |
| 223 | ORIOLD REP INTL CORP | 6,210 | $224.8M | 0.01% | |
| 224 | FNDXSCHWAB STRATEGIC TR | 9,354 | $221.5M | 0.01% | |
| 225 | ACWXISHARES TR | 4,095 | $213.6M | 0.01% | |
| 226 | IWNISHARES TR | 1,292 | $212.1M | 0.01% | |
| 227 | IWMISHARES TR | 953 | $210.6M | 0.01% | |
| 228 | SRESEMPRA | 2,295 | $201.3M | 0.01% | |
| 229 | FFORD MTR CO | 15,269 | $151.2M | 0.00% |
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