Destination-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "VSGX",
  "PIPR",
  null,
  null,
  "FNDF",
  "ABT",
  "ABBV",
  "ADBE",
  null,
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "ASML",
  "BLK",
  "PLUS",
  "CAT",
  "AVGO",
  null,
  null,
  null,
  "COF",
  "CMI",
  null,
  null,
  "DUK",
  "NICE",
  null,
  "GILD",
  "ASPI",
  "MUC",
  "HON",
  "HD",
  "MCD",
  "RPM",
  "QCOM",
  "ISRG",
  null,
  "AMAT",
  null,
  "ICE",
  "META",
  null,
  "IJH",
  "REFR",
  null,
  null,
  null,
  "UBFO",
  null,
  null,
  null,
  null,
  "LRCX",
  null,
  "MPC",
  null,
  "MMC",
  "MA",
  "MSFT",
  "MS",
  "TMUS",
  "FTV",
  null,
  null,
  null,
  "ORLY",
  "BX",
  "ANSS",
  "IJR",
  "ORCL",
  "VHT",
  null,
  "IWF",
  null,
  "PANW",
  "PEP",
  "IRM",
  null,
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "FNDX",
  null,
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  null,
  null,
  "SRE",
  "ROST",
  "RTX",
  null,
  null,
  "AMT",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "TRV",
  "UL",
  "VNQ",
  "VXF",
  "VV",
  "SCHW",
  "WEAV",
  null,
  "VWO",
  "VIG",
  "IWO",
  "TSM",
  null,
  "VYM",
  "VRTX",
  "MGC",
  "EW",
  null,
  "AFL",
  "AMD",
  "SDY",
  "F",
  "WM",
  "ES",
  null,
  null,
  "IDXX",
  "NVO",
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  "ELS",
  "NTES",
  null,
  null,
  null,
  "VGT",
  "ESGV",
  "VUG",
  "VXUS",
  "VOOG",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  "YUM",
  null,
  "SCHD",
  "SCHG",
  null,
  null,
  "SCHF",
  "SCHA",
  null,
  "SO",
  "CRM",
  "DIA",
  "ORI",
  null,
  null,
  "DGRO",
  "MCK",
  "ESGU",
  null,
  "KMB",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "CVX",
  "CTAS",
  "CSCO",
  "KO",
  "CL",
  "COP",
  "COST",
  "GLW",
  "CRWD",
  "CSWI",
  "DHR",
  "DFAC",
  "RSP",
  null,
  "EFA",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  null,
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  null,
  null,
  "VTI",
  "JPM",
  "ZTS"
]

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: destination-wealth-management
Manager Name: Destination-Wealth-Management

Data Enrichment

72% identified

170 identified66 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

236 positions • $2.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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EPLUS INC

PLUS|294268107

Shares:4.0K

Value:$244.1K

% of Portfolio:0.0% ($244.1K/$2.6B)

OLD REPUBLIC INTERNATIONAL CORP

ORI|680223104

Shares:6.2K

Value:$242.2K

% of Portfolio:0.0% ($242.2K/$2.6B)

LAM RESEARCH CORP

LRCX|512807306

Shares:3.3K

Value:$241.4K

% of Portfolio:0.0% ($241.4K/$2.6B)

464288109

Shares:3.0K

Value:$240.7K

% of Portfolio:0.0% ($240.7K/$2.6B)

Weave Communications, Inc.

WEAV|94724R108

Shares:21.4K

Value:$237.4K

% of Portfolio:0.0% ($237.4K/$2.6B)

464287119

Shares:2.9K

Value:$237.4K

% of Portfolio:0.0% ($237.4K/$2.6B)

808524755

FNDF|808524755

Shares:6.6K

Value:$236.9K

% of Portfolio:0.0% ($236.9K/$2.6B)

SEMPRA

SRE|816851109

Shares:3.2K

Value:$228.8K

% of Portfolio:0.0% ($228.8K/$2.6B)

921909768

VXUS|921909768

Shares:3.5K

Value:$220.5K

% of Portfolio:0.0% ($220.5K/$2.6B)

ALLSTATE CORP

ALL|020002101

Shares:1.0K

Value:$211.6K

% of Portfolio:0.0% ($211.6K/$2.6B)

808524409

Shares:7.8K

Value:$208.7K

% of Portfolio:0.0% ($208.7K/$2.6B)

MCKESSON CORP

MCK|58155Q103

Shares:310

Value:$208.6K

% of Portfolio:0.0% ($208.6K/$2.6B)

87283Q107

Shares:5.5K

Value:$207.9K

% of Portfolio:0.0% ($207.9K/$2.6B)

NIKE, Inc.

NKE|654106103

Shares:3.2K

Value:$203.4K

% of Portfolio:0.0% ($203.4K/$2.6B)

921932505

VOOG|921932505

Shares:602

Value:$201.4K

% of Portfolio:0.0% ($201.4K/$2.6B)

464287655

IWM|464287655

Shares:1.0K

Value:$200.5K

% of Portfolio:0.0% ($200.5K/$2.6B)

RESEARCH FRONTIERS INC

REFR|760911107

Shares:164.7K

Value:$186.1K

% of Portfolio:0.0% ($186.1K/$2.6B)

FORD MOTOR CO

F|345370860

Shares:12.5K

Value:$125.5K

% of Portfolio:0.0% ($125.5K/$2.6B)

NVIDIA CORP

NVDA|67066G104

Shares:1.0K

Value:$69.3K

% of Portfolio:0.0% ($69.3K/$2.6B)

Broadcom Inc.

AVGO|11135F101

Shares:1.0K

Value:$35.2K

% of Portfolio:0.0% ($35.2K/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
EPLUS INC(PLUScusip294268107)	4.0K	QoQ 0.00% (-0) YoY NEW(+4.0K)	All Managers (Combined)	$244.1K	0.0% ($244.1K/$2.6B)	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	0.0% ($242.2K/$2.6B)	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	0.0% ($241.4K/$2.6B)	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	0.0% ($240.7K/$2.6B)	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	0.0% ($237.4K/$2.6B)	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	0.0% ($237.4K/$2.6B)	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	0.0% ($236.9K/$2.6B)	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	0.0% ($228.8K/$2.6B)	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	0.0% ($220.5K/$2.6B)	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	0.0% ($211.6K/$2.6B)	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	0.0% ($208.7K/$2.6B)	QoQ NEW(+$208.7K) YoY +4.12% (+$8.3K)
MCKESSON CORP(MCKcusip58155Q103)	310	QoQ NEW(+310) YoY NEW(+310)	All Managers (Combined)	$208.6K	0.0% ($208.6K/$2.6B)	QoQ NEW(+$208.6K) YoY NEW(+$208.6K)
(cusip87283Q107)✕	5.5K	QoQ 0.00% (-0) YoY NEW(+5.5K)	All Managers (Combined)	$207.9K	0.0% ($207.9K/$2.6B)	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	0.0% ($203.4K/$2.6B)	QoQ NEW(+$203.4K) YoY -98.71% (-$15.6M)
(VOOGcusip921932505)	602	QoQ NEW(+602) YoY NEW(+602)	All Managers (Combined)	$201.4K	0.0% ($201.4K/$2.6B)	QoQ NEW(+$201.4K) YoY NEW(+$201.4K)
(IWMcusip464287655)	1.0K	QoQ +5.45% (-52) YoY NEW(+1.0K)	All Managers (Combined)	$200.5K	0.0% ($200.5K/$2.6B)	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	0.0% ($186.1K/$2.6B)	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	0.0% ($125.5K/$2.6B)	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	0.0% ($69.3K/$2.6B)	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	0.0% ($35.2K/$2.6B)	QoQ +239.85% (+$24.8K) YoY -90.65% (-$341.2K)