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.

Portfolio value $3.17 Billion
ETFs: $1.58 Billion
Technology: $413 Million
Financial Services: $352 Million
Healthcare: $250 Million
Consumer Defensive: $179 Million
Consumer Cyclical: $172 Million
Communication Services: $125 Million
Industrials: $41.1 Million
Other: $52 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.32 Million 0.1% of portfolio
128,505
Q4 2024 Added 91.64%
$19.4B
$2.59 Million 0.08% of portfolio
14,165
Q4 2024 Added 432.52%
$0
$2.43 Million 0.08% of portfolio
115,472
Q4 2024 Added 3.26%
$0
$2.57 Million 0.08% of portfolio
6,836
Q4 2024 Reduced 2.08%
$0
$2.13 Million 0.07% of portfolio
67,752
Q4 2024 Added 0.66%
$0
$2.22 Million 0.07% of portfolio
80,211
Q4 2024 Added 197.12%
$0
$2.07 Million 0.07% of portfolio
41,105
Q4 2024 Reduced 0.09%
$0
$2.31 Million 0.07% of portfolio
25,910
Q4 2024 Added 4.19%
$0
$1.96 Million 0.06% of portfolio
33,652
Q4 2024 Reduced 0.72%
$0
$2.02 Million 0.06% of portfolio
75,221
Q4 2024 Reduced 3.03%
$0
$2.02 Million 0.06% of portfolio
3,742
Q4 2024 Added 20.79%
$359B
$1.71 Million 0.05% of portfolio
4,395
Q4 2024 Reduced 4.79%
$172B
$1.49 Million 0.05% of portfolio
12,327
Q4 2024 Added 5.54%
$481B
$1.47 Million 0.05% of portfolio
13,622
Q4 2024 Added 122.22%
$0
$1.68 Million 0.05% of portfolio
31,092
Q3 2024 Reduced 1.43%
$0
$1.42 Million 0.04% of portfolio
50,946
Q4 2024 Added 284.96%
$0
$1.24 Million 0.04% of portfolio
3,092
Q4 2024 Added 1.31%
$427B
$1.15 Million 0.04% of portfolio
1,289
Q4 2024 Added 19.02%
$0
$1.21 Million 0.04% of portfolio
10,996
Q4 2024 Added 3.08%
$0
$973,000 0.03% of portfolio
8,827
Q4 2024 Reduced 3.94%
$156M
$954,000 0.03% of portfolio
94,506
Q4 2019 New
$0
$983,000 0.03% of portfolio
18,801
Q4 2024 Added 9.49%
$131B
$1.06 Million 0.03% of portfolio
6,526
Q4 2024 Added 6.41%
$0
$799,000 0.03% of portfolio
32,359
Q4 2024 Added 23.9%
$410B
$1.09 Million 0.03% of portfolio
6,536
Q4 2024 Added 4.73%
$0
$1 Million 0.03% of portfolio
17,501
Q4 2024 Added 22.3%
$0
$824,000 0.03% of portfolio
11,727
Q4 2024 Added 2.46%
$219B
$817,000 0.03% of portfolio
3,720
Q4 2024 Added 61.81%
$142B
$1.06 Million 0.03% of portfolio
14,306
Q4 2024 Reduced 15.0%
$0
$597,000 0.02% of portfolio
10,010
Q4 2024 Reduced 0.91%
$0
$571,000 0.02% of portfolio
20,905
Q4 2024 Added 330.94%
$0
$640,000 0.02% of portfolio
5,023
Q4 2024 Added 47.69%
$0
$740,000 0.02% of portfolio
30,460
Q4 2024 Added 0.55%
$0
$598,000 0.02% of portfolio
5,708
Q4 2024 Reduced 7.59%
$0
$659,000 0.02% of portfolio
15,735
Q3 2024 Reduced 2.54%
$0
$571,000 0.02% of portfolio
16,513
Q4 2024 Reduced 6.47%
$0
$575,000 0.02% of portfolio
10,522
Q3 2024 New
$0
$670,000 0.02% of portfolio
6,361
Q4 2024 Added 0.84%
$0
$597,000 0.02% of portfolio
26,005
Q4 2024 Reduced 2.86%
$0
$585,000 0.02% of portfolio
10,322
Q4 2024 Reduced 2.21%
$0
$637,000 0.02% of portfolio
1,498
Q4 2024 Added 0.07%
$97.3B
$611,000 0.02% of portfolio
7,423
Q4 2024 Added 40.03%
$0
$527,000 0.02% of portfolio
2,897
Q4 2024 Reduced 0.72%
$0
$767,000 0.02% of portfolio
2,648
Q4 2024 Reduced 18.35%
$130B
$506,000 0.02% of portfolio
5,111
Q4 2024 Added 0.55%
$91.7B
$536,000 0.02% of portfolio
4,976
Q4 2024 Added 1.65%
$141B
$576,000 0.02% of portfolio
2,552
Q4 2024 Added 106.81%
$0
$560,000 0.02% of portfolio
3,199
Q4 2024 Added 23.23%
$248B
$496,000 0.02% of portfolio
8,385
Q4 2024 Reduced 37.78%

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
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