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 Market Cap. of $200 Billions or more
