Destination Wealth Management Portfolio Holdings
Destination Wealth Management
- $3.3 Billion
- Q2 2025
Destination Wealth Management has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.3 Billion distributed in 287 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $173M, Ishares Core U.S. Aggregate Bo with a value of $145M, Spdr Series Tr Spdr S&P Divide with a value of $94.9M, Ishares Core S&P Sm Cap ETF with a value of $90.7M, and Microsoft Corp with a value of $87.5M.
Examining the 13F form we can see an increase of $157M in the current position value, from $3.14B to 3.3B.
Below you can find more details about Destination Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$3.3 Billion
ETFs: $1.65 Billion
Technology: $421 Million
Financial Services: $371 Million
Healthcare: $261 Million
Consumer Defensive: $183 Million
Consumer Cyclical: $171 Million
Communication Services: $130 Million
Industrials: $47.3 Million
Other: $61.1 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 287
- Current Value $3.3 Billion
- Prior Value $3.14 Billion
- Filing
- Period Q2 2025
- Filing Date August 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 29 stocks
- Additional Purchases 109 stocks
- Sold out of 0 stocks
- Reduced holdings in 97 stocks