Destination Wealth Management

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
236
Total Value
2646558240
Accession Number
0001278573-25-000006
Form Type
13F-HR
CIK
0001278573
Manager Name
Destination Wealth Management
Data Enrichment
72% identified
170 identified66 unidentified

Holdings

236 positions
Manager:
SEC
Search and click to pin securities to the top
Page 1 of 12
464287226
464287226
Shares:
1446048(+5.2%)
Value:
$143.0B(+7.3%)
78464A763
SDY|78464A763
Shares:
702637(+0.9%)
Value:
$95.3B(+3.7%)
464287804
IJR|464287804
Shares:
796785(+2.9%)
Value:
$83.3B(-6.6%)
464288653
464288653
Shares:
779335(+7.5%)
Value:
$80.9B(+12.1%)
46429B747
46429B747
Shares:
741426(+2.6%)
Value:
$76.7B(+5.5%)
46431W705
46431W705
Shares:
815863(+3.4%)
Value:
$75.3B(+2.9%)
464288646
464288646
Shares:
1409492(+2.0%)
Value:
$73.8B(+3.3%)
464287200
IVV|464287200
Shares:
125704(+1.1%)
Value:
$70.6B(-3.5%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
73374(+73274.0%)
Value:
$69.4B(+163917.0%)
46434G103
IEMG|46434G103
Shares:
1268425(+1.0%)
Value:
$68.5B(+4.4%)
VISA INC.
V|92826C839
Shares:
179249(-2.8%)
Value:
$62.8B(+7.8%)
464287697
464287697
Shares:
618761(-0.5%)
Value:
$62.8B(+4.9%)
464287507
IJH|464287507
Shares:
1006223(+1.1%)
Value:
$58.7B(-5.3%)
464287549
464287549
Shares:
646591(+0.8%)
Value:
$58.6B(-10.5%)
Mastercard Inc
MA|57636Q104
Shares:
103256(-2.3%)
Value:
$56.6B(+1.7%)
922908736
VUG|922908736
Shares:
150209(-1.5%)
Value:
$55.7B(-11.0%)
78464A474
78464A474
Shares:
1600722(-0.5%)
Value:
$48.2B(+0.3%)
COLGATE PALMOLIVE CO
CL|194162103
Shares:
507110(+1.7%)
Value:
$47.5B(+4.8%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
280228(+3.1%)
Value:
$46.5B(+18.2%)
46434V613
46434V613
Shares:
924961(+3.8%)
Value:
$42.6B(+5.8%)