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
$204B
$610,000 0.02% of portfolio
4,611
Q1 2025 Added 76.13%
$0
$608,000 0.02% of portfolio
10,322
Q4 2024 Reduced 2.21%
$0
$564,000 0.02% of portfolio
3,097
Q1 2025 Added 6.9%
$0
$549,000 0.02% of portfolio
10,736
Q1 2025 Added 2.03%
$362B
$578,000 0.02% of portfolio
13,866
Q1 2025 Reduced 9.76%
$0
$647,000 0.02% of portfolio
24,065
Q1 2025 New
$97.2B
$650,000 0.02% of portfolio
7,076
Q1 2025 Reduced 4.67%
$0
$610,000 0.02% of portfolio
57,048
Q4 2024 Added 32.51%
$0
$643,000 0.02% of portfolio
23,026
Q1 2025 Added 10.15%
$129B
$598,000 0.02% of portfolio
3,510
Q1 2025 Reduced 8.97%
$58.6B
$528,000 0.02% of portfolio
3,100
Q1 2025 New
$0
$534,000 0.02% of portfolio
16,194
Q1 2025 Reduced 1.93%
$46.9B
$565,000 0.02% of portfolio
7,801
Q1 2025 Reduced 1.17%
$152B
$475,000 0.02% of portfolio
2,247
Q1 2025 Reduced 11.95%
$99.4B
$484,000 0.02% of portfolio
4,942
Q1 2025 Added 1.21%
$0
$595,000 0.02% of portfolio
3,438
Q1 2025 Added 7.47%
$335B
$438,000 0.01% of portfolio
2,093
Q1 2025 Reduced 21.49%
$0
$253,000 0.01% of portfolio
2,547
Q1 2023 New
$0
$207,000 0.01% of portfolio
5,458
Q2 2024 New
$295B
$283,000 0.01% of portfolio
1,064
Q1 2025 Reduced 7.64%
$0
$394,000 0.01% of portfolio
9,706
Q4 2024 Reduced 46.57%
$0
$397,000 0.01% of portfolio
3,257
Q1 2025 Added 1.37%
$0
$400,000 0.01% of portfolio
16,968
Q1 2025 Added 81.4%
$4.71B
$358,000 0.01% of portfolio
1,230
Q1 2025 Added 0.16%
$100B
$338,000 0.01% of portfolio
959
Q1 2025 New
$645M
$237,000 0.01% of portfolio
21,410
Q1 2025 Reduced 17.61%
$81.1B
$469,000 0.01% of portfolio
3,225
Q4 2024 Reduced 0.46%
$0
$415,000 0.01% of portfolio
6,724
Q1 2025 Added 0.52%
$0
$236,000 0.01% of portfolio
6,555
Q1 2025 New
$0
$375,000 0.01% of portfolio
4,010
Q1 2025 Added 3.75%
$0
$220,000 0.01% of portfolio
3,550
Q1 2025 Reduced 8.03%
$0
$471,000 0.01% of portfolio
3,896
Q1 2025 Reduced 7.15%
$0
$201,000 0.01% of portfolio
602
Q1 2025 New
$0
$200,000 0.01% of portfolio
1,005
Q1 2025 Added 5.46%
$286B
$343,000 0.01% of portfolio
4,786
Q1 2025 Reduced 46.41%
$42.8B
$373,000 0.01% of portfolio
8,154
Q1 2025 Added 0.6%
$284B
$281,000 0.01% of portfolio
537
Q1 2025 Reduced 5.46%
$108B
$252,000 0.01% of portfolio
1,033
Q1 2025 Reduced 19.42%
$143B
$316,000 0.01% of portfolio
4,461
Q1 2025 Added 24.89%
$53.1B
$211,000 0.01% of portfolio
1,022
Q1 2025 New
$15B
$380,000 0.01% of portfolio
3,292
Q1 2025 Added 0.4%
$43.8B
$327,000 0.01% of portfolio
781
Q1 2025 Added 1.03%
$11.3B
$242,000 0.01% of portfolio
6,176
Q1 2025 Reduced 0.55%
$167B
$409,000 0.01% of portfolio
805
Q1 2025 Added 7.48%
$80.5B
$203,000 0.01% of portfolio
3,204
Q1 2025 New
$138B
$358,000 0.01% of portfolio
3,199
Q1 2025 Reduced 18.37%
$193B
$283,000 0.01% of portfolio
738
Q1 2025 Reduced 40.29%
$29.4B
$313,000 0.01% of portfolio
3,646
Q4 2024 Reduced 1.65%
$22.8B
$300,000 0.01% of portfolio
4,836
Q1 2025 Reduced 3.28%

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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