Destination Wealth Management has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3 Billion distributed in 219 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $182M, Ishares Core U.S. Aggregate Bo with a value of $126M, Spdr Series Tr Spdr S&P Divide with a value of $88.8M, Ishares Core S&P Sm Cap ETF with a value of $83.9M, and Ishares Barclays 10 20 Yr Trea with a value of $74.8M.

Examining the 13F form we can see an increase of $19.6M in the current position value, from $2.98B to 3B.

Below you can find more details about Destination Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $3 Billion
ETFs: $1.5 Billion
Technology: $410 Million
Financial Services: $327 Million
Healthcare: $237 Million
Consumer Defensive: $177 Million
Consumer Cyclical: $135 Million
Communication Services: $117 Million
Industrials: $39.5 Million
Other: $50.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 219
  • Current Value $3 Billion
  • Prior Value $2.98 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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