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
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Page 10 of 12
78468R663
78468R663
Shares:
3543(-13.5%)
Value:
$325.0M(-13.2%)
Salesforce, Inc.
CRM|79466L302
Shares:
1197(-3.2%)
Value:
$321.1M(-22.4%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
4461(+24.9%)
Value:
$316.3M(+23.5%)
INTEL CORP
INTC|458140100
Shares:
13279(-11.7%)
Value:
$301.6M(+0.1%)
EVERSOURCE ENERGY
ES|30040W108
Shares:
4836(-3.3%)
Value:
$300.4M(+4.6%)
TEXAS INSTRUMENTS INC
TXN|882508104
Shares:
1655(+0.1%)
Value:
$297.3M(-4.1%)
922042858
VWO|922042858
Shares:
6417
Value:
$290.4M
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TSM|874039100
Shares:
1719(+3.6%)
Value:
$285.4M(-12.9%)
T-Mobile US, Inc.
TMUS|872590104
Shares:
1064(-7.6%)
Value:
$283.8M(+11.6%)
ADOBE INC.
ADBE|00724F101
Shares:
738(-40.3%)
Value:
$283.0M(-48.5%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
537(-5.5%)
Value:
$281.0M(-2.2%)
NICE Ltd.
NICE|653656108
Shares:
1781(+0.0%)
Value:
$274.6M(-9.2%)
ASP Isotopes Inc.
ASPI|00218A105
Shares:
56964
Value:
$267.2M
464287648
IWO|464287648
Shares:
1037(-5.0%)
Value:
$265.0M(-15.7%)
78468R523
78468R523
Shares:
2547(+0.0%)
Value:
$253.4M(+0.3%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
Shares:
1033(-19.4%)
Value:
$252.1M(-7.4%)
CUMMINS INC
CMI|231021106
Shares:
803(+14.6%)
Value:
$251.7M(+3.0%)
EQUITY LIFESTYLE PROPERTIES INC
ELS|29472R108
Shares:
3731(+0.7%)
Value:
$248.9M(+0.9%)
464287176
464287176
Shares:
2238(-32.5%)
Value:
$248.6M(-29.7%)
78464A292
78464A292
Shares:
7621(-4.5%)
Value:
$246.8M(-6.3%)