Destination Wealth Management has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3 Billion distributed in 219 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $182M, Ishares Core U.S. Aggregate Bo with a value of $126M, Spdr Series Tr Spdr S&P Divide with a value of $88.8M, Ishares Core S&P Sm Cap ETF with a value of $83.9M, and Ishares Barclays 10 20 Yr Trea with a value of $74.8M.
Examining the 13F form we can see an increase of $19.6M in the current position value, from $2.98B to 3B.
Below you can find more details about Destination Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$3 Billion
ETFs: $1.5 Billion
Technology: $410 Million
Financial Services: $327 Million
Healthcare: $237 Million
Consumer Defensive: $177 Million
Consumer Cyclical: $135 Million
Communication Services: $117 Million
Industrials: $39.5 Million
Other: $50.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
