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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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