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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Tesla, Inc.

TSLA|88160R101

500(-97.7%)

Value:

$19.3M(-99.8%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

100(+0.0%)

Value:

$18.6M(-15.0%)

NETFLIX INC

NFLX|64110L106

100(-92.2%)

Value:

$16.8M(-98.5%)

Meta Platforms, Inc.

META|30303M102

100(+0.0%)

Value:

$15.0M(-8.3%)

MICROSOFT CORP

MSFT|594918104

100(+0.0%)

Value:

$11.6M(-29.4%)

AMAZON COM INC

AMZN|023135106

100(+0.0%)

Value:

$10.9M(-22.0%)

JPMORGAN CHASE & CO

JPM|46625H100

100(+0.0%)

Value:

$10.6M(+4.1%)

Apple Inc.

AAPL|037833100

100(+0.0%)

Value:

$8.9M(-25.3%)

CINTAS CORP

CTAS|172908105

1000(-92.9%)

Value:

$7.2M(-99.7%)

Blackstone Inc.

BX|09260D107

100(+0.0%)

Value:

$5.5M(-37.3%)

ANALOG DEVICES INC

ADI|032654105

500(+0.0%)

Value:

$5.2M(+176.0%)

WASTE MANAGEMENT INC

WM|94106L109

100(+0.0%)

Value:

$4.1M(+98.0%)

Alphabet Inc.

GOOGL|02079K305

100(+0.0%)

Value:

$3.5M(-47.4%)

IRON MOUNTAIN INC

IRM|46284V101

100(+0.0%)

Value:

$3.0M(-38.0%)

81369Y308

100(+0.0%)

Value:

$938.0K(+34.0%)

808524797

SCHD|808524797

300(+0.0%)

Value:

$668.0K(-8.2%)

Instrument	Shares		Other Manager	Value
Tesla, Inc.(TSLAcusip88160R101)	500	QoQ -97.72% (-21.4K) YoY -96.25% (-12.9K)	All Managers (Combined)	$19.3K	QoQ -99.78% (-$8.8M) YoY -99.18% (-$2.3M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	100	QoQ 0.00% (-0) YoY -99.49% (-19.7K)	All Managers (Combined)	$18.6K	QoQ -14.98% (-$3.3K) YoY -99.82% (-$10.3M)
Netflix Inc(NFLXcusip64110L106)	100	QoQ -92.24% (-1.2K) YoY -89.07% (-815)	All Managers (Combined)	$16.8K	QoQ -98.53% (-$1.1M) YoY -96.97% (-$538.9K)
Meta Platforms, Inc.(METAcusip30303M102)	100	QoQ 0.00% (-0) YoY -96.89% (-3.1K)	All Managers (Combined)	$15.0K	QoQ -8.30% (-$1.4K) YoY -99.03% (-$1.5M)
Microsoft Corp(MSFTcusip594918104)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$11.6K	QoQ -29.42% (-$4.8K) YoY -32.99% (-$5.7K)
Amazon Com Inc(AMZNcusip023135106)	100	QoQ 0.00% (-0) YoY -99.97% (-338.7K)	All Managers (Combined)	$10.9K	QoQ -22.02% (-$3.1K) YoY -99.98% (-$61.1M)
Jpmorgan Chase & Co(JPMcusip46625H100)	100	QoQ 0.00% (+0) YoY -99.96% (-255.7K)	All Managers (Combined)	$10.6K	QoQ +4.10% (+$420) YoY -99.97% (-$51.2M)
Apple Inc.(AAPLcusip037833100)	100	QoQ 0.00% (-0) YoY -99.98% (-881.5K)	All Managers (Combined)	$8.9K	QoQ -25.30% (-$3.0K) YoY -99.99% (-$151.2M)
Cintas Corp(CTAScusip172908105)	1.0K	QoQ -92.94% (-13.2K) YoY NEW(+1.0K)	All Managers (Combined)	$7.2K	QoQ -99.72% (-$2.6M) YoY NEW(+$7.2K)
Blackstone Inc.(BXcusip09260D107)	100	QoQ 0.00% (-0) YoY -99.95% (-206.8K)	All Managers (Combined)	$5.5K	QoQ -37.25% (-$3.3K) YoY -99.97% (-$27.2M)
Analog Devices Inc(ADIcusip032654105)	500	QoQ 0.00% (+0) YoY NEW(+500)	All Managers (Combined)	$5.2K	QoQ +176.00% (+$3.3K) YoY NEW(+$5.2K)
Waste Management Inc(WMcusip94106L109)	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.1K	QoQ +98.05% (+$2.0K) YoY +15.25% (+$540)
Alphabet Inc.(GOOGLcusip02079K305)	100	QoQ 0.00% (-0) YoY -99.97% (-344.4K)	All Managers (Combined)	$3.5K	QoQ -47.43% (-$3.1K) YoY -99.99% (-$52.0M)
Iron Mountain Inc(IRMcusip46284V101)	100	QoQ 0.00% (-0) YoY -96.60% (-2.8K)	All Managers (Combined)	$3.0K	QoQ -38.03% (-$1.8K) YoY -98.73% (-$233.3K)
(cusip81369Y308)✕	100	QoQ 0.00% (+0) YoY -99.84% (-62.5K)	All Managers (Combined)	$938	QoQ +34.00% (+$238) YoY -99.98% (-$4.8M)
(SCHDcusip808524797)	300	QoQ 0.00% (-0) YoY +200.00% (-200)	All Managers (Combined)	$668	QoQ -8.24% (-$60) YoY -19.71% (-$164)