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.

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$185B
$23.2 Million 0.74% of portfolio
511,698
Q1 2025 Added 4.36%
$25.7B
$22.8 Million 0.73% of portfolio
311,366
Q1 2025 Reduced 0.87%
$99.9B
$22.3 Million 0.71% of portfolio
102,476
Q1 2025 Added 5.89%
$30.1B
$22.2 Million 0.71% of portfolio
70,080
Q1 2025 Added 1.08%
$5.76B
$21.3 Million 0.68% of portfolio
14,840
Q1 2025 Added 2.59%
$78.2B
$21.1 Million 0.67% of portfolio
128,086
Q1 2025 Added 2.4%
$206B
$19.8 Million 0.63% of portfolio
220,455
Q1 2025 Added 4.03%
$136B
$19.6 Million 0.62% of portfolio
772,400
Q1 2025 Added 12.98%
$0
$19.6 Million 0.62% of portfolio
452,304
Q1 2025 Added 3.88%
$312B
$19.2 Million 0.61% of portfolio
29,034
Q1 2025 Added 2.08%
$0
$19 Million 0.61% of portfolio
182,656
Q1 2025 Added 3.38%
$162B
$18.6 Million 0.59% of portfolio
37,444
Q1 2025 Added 4.81%
$179B
$17 Million 0.54% of portfolio
244,604
Q1 2025 Added 24.71%
$48.6B
$14.8 Million 0.47% of portfolio
115,637
Q1 2025 Added 1.63%
$0
$13.3 Million 0.42% of portfolio
280,437
Q1 2025 Added 0.72%
$0
$12.8 Million 0.41% of portfolio
413,353
Q1 2025 Added 0.4%
$0
$12.2 Million 0.39% of portfolio
21,757
Q1 2025 Added 2.09%
$0
$12.3 Million 0.39% of portfolio
47,945
Q1 2025 Added 0.58%
$359B
$11.7 Million 0.37% of portfolio
108,114
Q1 2025 Added 47.53%
$0
$11.1 Million 0.35% of portfolio
224,545
Q1 2025 Reduced 1.64%
$0
$9.88 Million 0.31% of portfolio
309,034
Q1 2025 Reduced 1.0%
$386B
$9.09 Million 0.29% of portfolio
53,364
Q1 2025 Reduced 4.46%
$0
$9.27 Million 0.29% of portfolio
19,764
Q1 2025 Added 21.23%
$0
$8.56 Million 0.27% of portfolio
92,547
Q1 2025 Reduced 1.21%
$0
$8.33 Million 0.27% of portfolio
41,367
Q1 2025 Added 0.86%
$0
$8.34 Million 0.27% of portfolio
333,853
Q1 2025 Reduced 0.33%
$160B
$7.91 Million 0.25% of portfolio
132,818
Q1 2025 Reduced 1.36%
$0
$7.85 Million 0.25% of portfolio
80,916
Q1 2025 Reduced 3.97%
$125B
$7.3 Million 0.23% of portfolio
16,336
Q1 2025 Reduced 0.37%
$313B
$7.11 Million 0.23% of portfolio
99,217
Q1 2025 Reduced 2.21%
$44.9B
$7.17 Million 0.23% of portfolio
50,383
Q1 2025 Reduced 0.1%
$0
$6.61 Million 0.21% of portfolio
65,636
Q1 2025 Added 3.15%
$0
$6.32 Million 0.2% of portfolio
120,340
Q1 2025 Added 7.35%
$0
$5.88 Million 0.19% of portfolio
272,995
Q1 2025 Reduced 16.54%
$1.03T
$6.03 Million 0.19% of portfolio
23,276
Q1 2025 Added 6.12%
$0
$5.79 Million 0.18% of portfolio
11,270
Q1 2025 Added 201.18%
$0
$5.32 Million 0.17% of portfolio
30,781
Q1 2025 Added 4.33%
$182B
$5.5 Million 0.17% of portfolio
36,663
Q1 2025 Reduced 4.02%
$281B
$5.42 Million 0.17% of portfolio
32,408
Q1 2025 Added 0.44%
$0
$4.95 Million 0.16% of portfolio
16,150
Q1 2025 Reduced 4.33%
$0
$5.06 Million 0.16% of portfolio
51,199
Q1 2025 Added 1.75%
$0
$4.96 Million 0.16% of portfolio
250,811
Q1 2025 Reduced 13.78%
$0
$4.8 Million 0.15% of portfolio
63,140
Q1 2025 Added 1.67%
$1.1T
$4.6 Million 0.15% of portfolio
29,452
Q1 2025 Added 0.35%
$99.1B
$4.78 Million 0.15% of portfolio
28,569
Q1 2025 Added 49.73%
$0
$4.84 Million 0.15% of portfolio
18,298
Q1 2025 Added 1.4%
$261B
$4.37 Million 0.14% of portfolio
51,830
Q1 2025 Added 1,433.89%
$1.5T
$4.11 Million 0.13% of portfolio
7,129
Q1 2025 Added 5.38%
$0
$3.49 Million 0.11% of portfolio
30,381
Q1 2025 Added 1.94%

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
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email