Destination Wealth Management Portfolio Holdings

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025

Destination Wealth Management has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.14 Billion distributed in 260 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $179M, Ishares Core U.S. Aggregate Bo with a value of $143M, Spdr Series Tr Spdr S&P Divide with a value of $95.3M, Ishares Core S&P Sm Cap ETF with a value of $83.3M, and Ishares Barclays 10 20 Yr Trea with a value of $80.9M.

Examining the 13F form we can see an decrease of $24.8M in the current position value, from $3.17B to 3.14B.

Below you can find more details about Destination Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $3.14 Billion
ETFs: $1.58 Billion
Technology: $378 Million
Financial Services: $356 Million
Healthcare: $266 Million
Consumer Defensive: $182 Million
Consumer Cyclical: $163 Million
Communication Services: $113 Million
Industrials: $45.5 Million
Other: $59.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$117B
$4.78 Million 0.15% of portfolio
28,569
Q1 2025 Added 49.73%
$304B
$4.37 Million 0.14% of portfolio
51,830
Q1 2025 Added 1,433.89%
$1.58T
$4.11 Million 0.13% of portfolio
7,129
Q1 2025 Added 5.38%
$22.6B
$2.9 Million 0.09% of portfolio
14,120
Q1 2025 Reduced 0.32%
$121B
$1.59 Million 0.05% of portfolio
3,277
Q1 2025 Reduced 7.14%
$382B
$1.57 Million 0.05% of portfolio
4,293
Q1 2025 Reduced 2.32%
$462B
$1.56 Million 0.05% of portfolio
13,075
Q1 2025 Reduced 4.02%
$525B
$1.2 Million 0.04% of portfolio
1,285
Q1 2025 Reduced 0.31%
$262B
$1.3 Million 0.04% of portfolio
12,621
Q1 2025 Added 2.39%
$655B
$826,000 0.03% of portfolio
5,914
Q1 2025 Reduced 9.52%
$127B
$1.06 Million 0.03% of portfolio
3,464
Q1 2025 Added 122.05%
$152M
$846,000 0.03% of portfolio
94,506
Q4 2019 New
$175B
$1.07 Million 0.03% of portfolio
13,712
Q1 2025 Reduced 4.15%
$234B
$932,000 0.03% of portfolio
3,751
Q1 2025 Added 0.83%
$162B
$886,000 0.03% of portfolio
6,110
Q1 2025 Reduced 6.37%
$435B
$798,000 0.03% of portfolio
1
Q1 2025 New
$92.2B
$608,000 0.02% of portfolio
4,985
Q1 2025 Added 0.18%
$245B
$490,000 0.02% of portfolio
898
Q1 2025 Added 5.28%
$250B
$492,000 0.02% of portfolio
3,104
Q1 2025 New
$241B
$640,000 0.02% of portfolio
5,486
Q1 2025 Added 30.53%
$228B
$610,000 0.02% of portfolio
4,611
Q1 2025 Added 76.13%
$388B
$578,000 0.02% of portfolio
13,866
Q1 2025 Reduced 9.76%
$103B
$650,000 0.02% of portfolio
7,076
Q1 2025 Reduced 4.67%
$0
$610,000 0.02% of portfolio
57,048
Q4 2024 Added 32.51%
$138B
$598,000 0.02% of portfolio
3,510
Q1 2025 Reduced 8.97%
$60.2B
$528,000 0.02% of portfolio
3,100
Q1 2025 New
$46.9B
$565,000 0.02% of portfolio
7,801
Q1 2025 Reduced 1.17%
$151B
$475,000 0.02% of portfolio
2,247
Q1 2025 Reduced 11.95%
$111B
$484,000 0.02% of portfolio
4,942
Q1 2025 Added 1.21%
$280B
$617,000 0.02% of portfolio
10,003
Q1 2025 Added 19.3%
$337B
$438,000 0.01% of portfolio
2,093
Q1 2025 Reduced 21.49%
$308B
$283,000 0.01% of portfolio
1,064
Q1 2025 Reduced 7.64%
$4.52B
$358,000 0.01% of portfolio
1,230
Q1 2025 Added 0.16%
$99.3B
$338,000 0.01% of portfolio
959
Q1 2025 New
$530M
$237,000 0.01% of portfolio
21,410
Q1 2025 Reduced 17.61%
$85.4B
$469,000 0.01% of portfolio
3,225
Q4 2024 Reduced 0.46%
$318B
$343,000 0.01% of portfolio
4,786
Q1 2025 Reduced 46.41%
$47.1B
$373,000 0.01% of portfolio
8,154
Q1 2025 Added 0.6%
$261B
$281,000 0.01% of portfolio
537
Q1 2025 Reduced 5.46%
$103B
$252,000 0.01% of portfolio
1,033
Q1 2025 Reduced 19.42%
$141B
$316,000 0.01% of portfolio
4,461
Q1 2025 Added 24.89%
$52.4B
$211,000 0.01% of portfolio
1,022
Q1 2025 New
$15.8B
$380,000 0.01% of portfolio
3,292
Q1 2025 Added 0.4%
$45.8B
$327,000 0.01% of portfolio
781
Q1 2025 Added 1.03%
$11B
$242,000 0.01% of portfolio
6,176
Q1 2025 Reduced 0.55%
$173B
$409,000 0.01% of portfolio
805
Q1 2025 Added 7.48%
$95B
$203,000 0.01% of portfolio
3,204
Q1 2025 New
$142B
$358,000 0.01% of portfolio
3,199
Q1 2025 Reduced 18.37%
$173B
$283,000 0.01% of portfolio
738
Q1 2025 Reduced 40.29%

Summary

  • Portfolio
  • No. of Stocks 260
  • Current Value $3.14 Billion
  • Prior Value $3.17 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 106 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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