Destination Wealth Management Portfolio Holdings
Destination Wealth Management
- $3.17 Billion
- Q4 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 250
- Current Value $3.17 Billion
- Prior Value $3.19 Billion
- Filing
- Period Q4 2024
- Filing Date February 06, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 19 stocks
- Additional Purchases 113 stocks
- Sold out of 0 stocks
- Reduced holdings in 83 stocks