Destination Wealth Management

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

236 positions • $2,646,558.24K total value

236 positions

Manager:

SEC FilingSEC DataHachi Filing

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EPLUS INC

PLUS|294268107

4000(+0.0%)

Value:

$244.1M(-17.4%)

OLD REPUBLIC INTERNATIONAL CORP

ORI|680223104

6176(-0.5%)

Value:

$242.2M(+7.8%)

LAM RESEARCH CORP

LRCX|512807306

3320(+0.0%)

Value:

$241.4M(+0.7%)

464288109

2955(+0.0%)

Value:

$240.7M(+0.6%)

Weave Communications, Inc.

WEAV|94724R108

21410(-17.6%)

Value:

$237.4M(-42.6%)

464287119

2931(+0.0%)

Value:

$237.4M(-9.6%)

808524755

FNDF|808524755

6555

Value:

$236.9M

SEMPRA

SRE|816851109

3207(+39.7%)

Value:

$228.8M(+13.7%)

921909768

VXUS|921909768

3550(-8.0%)

Value:

$220.5M(-3.1%)

ALLSTATE CORP

ALL|020002101

1022

Value:

$211.6M

808524409

7850

Value:

$208.7M

MCKESSON CORP

MCK|58155Q103

310

Value:

$208.6M

87283Q107

5458(+0.0%)

Value:

$207.9M(-9.5%)

NIKE, Inc.

NKE|654106103

3204

Value:

$203.4M

921932505

VOOG|921932505

602

Value:

$201.4M

464287655

IWM|464287655

1005(+5.5%)

Value:

$200.5M(-4.8%)

RESEARCH FRONTIERS INC

REFR|760911107

164703

Value:

$186.1M

FORD MOTOR CO

F|345370860

12516(-18.0%)

Value:

$125.5M(-16.9%)

NVIDIA CORP

NVDA|67066G104

1000(+0.0%)

Value:

$69.3M(-30.3%)

Broadcom Inc.

AVGO|11135F101

1000(+0.0%)

Value:

$35.2M(+239.8%)

Instrument	Shares		Other Manager	Value
Eplus Inc(PLUScusip294268107)	4.0K	QoQ 0.00% (-0) YoY NEW(+4.0K)	All Managers (Combined)	$244.1K	QoQ -17.39% (-$51.4K) YoY NEW(+$244.1K)
Old Republic International Corp(ORIcusip680223104)	6.2K	QoQ -0.54% (-34) YoY NEW(+6.2K)	All Managers (Combined)	$242.2K	QoQ +7.76% (-$17.5K) YoY NEW(+$242.2K)
Lam Research Corp(LRCXcusip512807306)	3.3K	QoQ 0.00% (+0) YoY NEW(+3.3K)	All Managers (Combined)	$241.4K	QoQ +0.65% (+$1.6K) YoY NEW(+$241.4K)
(cusip464288109)✕	3.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$240.7K	QoQ +0.58% (+$1.4K) YoY +5.97% (+$13.6K)
Weave Communications, Inc.(WEAVcusip94724R108)	21.4K	QoQ -17.60% (-4.6K) YoY NEW(+21.4K)	All Managers (Combined)	$237.4K	QoQ -42.60% (-$176.3K) YoY NEW(+$237.4K)
(cusip464287119)✕	2.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$237.4K	QoQ -9.60% (-$25.2K) YoY +7.30% (+$16.1K)
(FNDFcusip808524755)	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$236.9K	QoQ NEW(+$236.9K) YoY NEW(+$236.9K)
Sempra(SREcusip816851109)	3.2K	QoQ +39.73% (+912) YoY NEW(+3.2K)	All Managers (Combined)	$228.8K	QoQ +13.66% (+$27.5K) YoY NEW(+$228.8K)
(VXUScusip921909768)	3.5K	QoQ -8.03% (-310) YoY NEW(+3.5K)	All Managers (Combined)	$220.5K	QoQ -3.08% (-$7.0K) YoY NEW(+$220.5K)
Allstate Corp(ALLcusip020002101)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$211.6K	QoQ NEW(+$211.6K) YoY NEW(+$211.6K)
(cusip808524409)✕	7.8K	QoQ NEW(+7.8K) YoY +197.68% (+5.2K)	All Managers (Combined)	$208.7K	QoQ NEW(+$208.7K) YoY +4.12% (+$8.3K)
Mckesson Corp(MCKcusip58155Q103)	310	QoQ NEW(+310) YoY NEW(+310)	All Managers (Combined)	$208.6K	QoQ NEW(+$208.6K) YoY NEW(+$208.6K)
(cusip87283Q107)✕	5.5K	QoQ 0.00% (-0) YoY NEW(+5.5K)	All Managers (Combined)	$207.9K	QoQ -9.54% (-$21.9K) YoY NEW(+$207.9K)
Nike, Inc.(NKEcusip654106103)	3.2K	QoQ NEW(+3.2K) YoY -98.09% (-165.4K)	All Managers (Combined)	$203.4K	QoQ NEW(+$203.4K) YoY -98.71% (-$15.6M)
(VOOGcusip921932505)	602	QoQ NEW(+602) YoY NEW(+602)	All Managers (Combined)	$201.4K	QoQ NEW(+$201.4K) YoY NEW(+$201.4K)
(IWMcusip464287655)	1.0K	QoQ +5.45% (-52) YoY NEW(+1.0K)	All Managers (Combined)	$200.5K	QoQ -4.79% (-$10.1K) YoY NEW(+$200.5K)
Research Frontiers Inc(REFRcusip760911107)	164.7K	QoQ NEW(+164.7K) YoY NEW(+164.7K)	All Managers (Combined)	$186.1K	QoQ NEW(+$186.1K) YoY NEW(+$186.1K)
Ford Motor Co(Fcusip345370860)	12.5K	QoQ -18.02% (-2.8K) YoY NEW(+12.5K)	All Managers (Combined)	$125.5K	QoQ -16.95% (-$25.6K) YoY NEW(+$125.5K)
Nvidia Corp(NVDAcusip67066G104)	1.0K	QoQ 0.00% (-0) YoY -92.07% (-11.6K)	All Managers (Combined)	$69.3K	QoQ -30.31% (-$30.1K) YoY -99.39% (-$11.3M)
Broadcom Inc.(AVGOcusip11135F101)	1.0K	QoQ 0.00% (+0) YoY +252.11% (-716)	All Managers (Combined)	$35.2K	QoQ +239.85% (+$24.8K) YoY -90.65% (-$341.2K)