Destination Wealth Management has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.17 Billion distributed in 250 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $208M, Ishares Core U.S. Aggregate Bo with a value of $133M, Spdr Series Tr Spdr S&P Divide with a value of $91.9M, Ishares Core S&P Sm Cap ETF with a value of $89.2M, and Ishares Core S&P 500 ETF with a value of $73.2M.
Examining the 13F form we can see an decrease of $22.6M in the current position value, from $3.19B to 3.17B.
Below you can find more details about Destination Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$3.17 Billion
ETFs: $1.58 Billion
Technology: $413 Million
Financial Services: $352 Million
Healthcare: $250 Million
Consumer Defensive: $179 Million
Consumer Cyclical: $172 Million
Communication Services: $125 Million
Industrials: $41.1 Million
Other: $52 Million
Stock Holdings Table Market Cap. of $200 Billions or more
