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
$0
$3.14 Million 0.1% of portfolio
122,898
Q1 2025 Reduced 18.21%
$0
$3.05 Million 0.1% of portfolio
110,749
Q1 2025 Reduced 4.64%
$22.6B
$2.9 Million 0.09% of portfolio
14,120
Q1 2025 Reduced 0.32%
$0
$2.8 Million 0.09% of portfolio
13,253
Q1 2025 New
$0
$2.95 Million 0.09% of portfolio
125,994
Q1 2025 Reduced 1.95%
$0
$2.39 Million 0.08% of portfolio
115,647
Q1 2025 Added 0.15%
$0
$2.06 Million 0.07% of portfolio
67,007
Q1 2025 Reduced 1.1%
$0
$2.19 Million 0.07% of portfolio
43,214
Q1 2025 Added 5.13%
$0
$2.33 Million 0.07% of portfolio
25,685
Q1 2025 Reduced 0.87%
$0
$2.14 Million 0.07% of portfolio
6,589
Q1 2025 Reduced 3.61%
$0
$2.01 Million 0.06% of portfolio
73,306
Q1 2025 Reduced 2.55%
$0
$2.02 Million 0.06% of portfolio
33,484
Q1 2025 Reduced 0.5%
$0
$1.88 Million 0.06% of portfolio
71,808
Q1 2025 Reduced 10.48%
$116B
$1.59 Million 0.05% of portfolio
3,277
Q1 2025 Reduced 7.14%
$0
$1.43 Million 0.05% of portfolio
12,974
Q1 2025 Added 17.99%
$0
$1.47 Million 0.05% of portfolio
29,139
Q1 2025 Reduced 6.28%
$447B
$1.56 Million 0.05% of portfolio
13,075
Q1 2025 Reduced 4.02%
$0
$1.28 Million 0.04% of portfolio
23,724
Q1 2025 Added 26.18%
$536B
$1.2 Million 0.04% of portfolio
1,285
Q1 2025 Reduced 0.31%
$0
$1.23 Million 0.04% of portfolio
49,287
Q1 2025 Reduced 3.26%
$0
$1.15 Million 0.04% of portfolio
3,184
Q1 2025 Added 2.98%
$0
$1.31 Million 0.04% of portfolio
7,590
Q1 2025 New
$199B
$1.3 Million 0.04% of portfolio
12,621
Q1 2025 Added 2.39%
$479B
$826,000 0.03% of portfolio
5,914
Q1 2025 Reduced 9.52%
$131B
$1.06 Million 0.03% of portfolio
3,464
Q1 2025 Added 122.05%
$0
$892,000 0.03% of portfolio
8,453
Q1 2025 Added 32.89%
$145M
$846,000 0.03% of portfolio
94,506
Q4 2019 New
$0
$840,000 0.03% of portfolio
35,256
Q1 2025 Added 8.95%
$0
$1.04 Million 0.03% of portfolio
18,500
Q1 2025 Added 5.71%
$160B
$1.07 Million 0.03% of portfolio
13,712
Q1 2025 Reduced 4.15%
$248B
$932,000 0.03% of portfolio
3,751
Q1 2025 Added 0.83%
$0
$1.02 Million 0.03% of portfolio
3,718
Q1 2025 Added 40.41%
$0
$931,000 0.03% of portfolio
9,091
Q1 2025 Added 2.99%
$149B
$886,000 0.03% of portfolio
6,110
Q1 2025 Reduced 6.37%
$0
$970,000 0.03% of portfolio
12,828
Q1 2025 Added 9.39%
$442B
$798,000 0.03% of portfolio
1
Q1 2025 New
$0
$647,000 0.02% of portfolio
5,019
Q1 2025 Reduced 0.08%
$0
$733,000 0.02% of portfolio
30,555
Q1 2025 Added 0.31%
$0
$573,000 0.02% of portfolio
9,959
Q1 2025 Reduced 0.51%
$116B
$538,000 0.02% of portfolio
5,127
Q1 2025 Added 0.31%
$89.6B
$608,000 0.02% of portfolio
4,985
Q1 2025 Added 0.18%
$0
$559,000 0.02% of portfolio
5,708
Q4 2024 Reduced 7.59%
$210B
$490,000 0.02% of portfolio
898
Q1 2025 Added 5.28%
$0
$628,000 0.02% of portfolio
1,497
Q1 2025 Reduced 0.07%
$278B
$492,000 0.02% of portfolio
3,104
Q1 2025 New
$223B
$640,000 0.02% of portfolio
5,486
Q1 2025 Added 30.53%
$0
$485,000 0.02% of portfolio
12,660
Q1 2025 Reduced 19.54%
$0
$522,000 0.02% of portfolio
24,726
Q1 2025 Reduced 4.92%
$0
$477,000 0.02% of portfolio
9,594
Q1 2025 Reduced 4.69%

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
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