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

Page 12 of 12

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Tesla, Inc.

TSLA|88160R101

Shares:500

Value:$19.3K

% of Portfolio:0.0% ($19.3K/$2.6B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:100

Value:$18.6K

% of Portfolio:0.0% ($18.6K/$2.6B)

NETFLIX INC

NFLX|64110L106

Shares:100

Value:$16.8K

% of Portfolio:0.0% ($16.8K/$2.6B)

Meta Platforms, Inc.

META|30303M102

Shares:100

Value:$15.0K

% of Portfolio:0.0% ($15.0K/$2.6B)

MICROSOFT CORP

MSFT|594918104

Shares:100

Value:$11.6K

% of Portfolio:0.0% ($11.6K/$2.6B)

AMAZON COM INC

AMZN|023135106

Shares:100

Value:$10.9K

% of Portfolio:0.0% ($10.9K/$2.6B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:100

Value:$10.6K

% of Portfolio:0.0% ($10.6K/$2.6B)

Apple Inc.

AAPL|037833100

Shares:100

Value:$8.9K

% of Portfolio:0.0% ($8.9K/$2.6B)

CINTAS CORP

CTAS|172908105

Shares:1.0K

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$2.6B)

Blackstone Inc.

BX|09260D107

Shares:100

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$2.6B)

ANALOG DEVICES INC

ADI|032654105

Shares:500

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$2.6B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:100

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$2.6B)

Alphabet Inc.

GOOGL|02079K305

Shares:100

Value:$3.5K

% of Portfolio:0.0% ($3.5K/$2.6B)

IRON MOUNTAIN INC

IRM|46284V101

Shares:100

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$2.6B)

81369Y308

Shares:100

Value:$938

% of Portfolio:0.0% ($938/$2.6B)

808524797

SCHD|808524797

Shares:300

Value:$668

% of Portfolio:0.0% ($668/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Tesla, Inc.(TSLAcusip88160R101)	500	QoQ -97.72% (-21.4K) YoY -96.25% (-12.9K)	All Managers (Combined)	$19.3K	0.0% ($19.3K/$2.6B)	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	0.0% ($18.6K/$2.6B)	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	0.0% ($16.8K/$2.6B)	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	0.0% ($15.0K/$2.6B)	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	0.0% ($11.6K/$2.6B)	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	0.0% ($10.9K/$2.6B)	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	0.0% ($10.6K/$2.6B)	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	0.0% ($8.9K/$2.6B)	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	0.0% ($7.2K/$2.6B)	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	0.0% ($5.5K/$2.6B)	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	0.0% ($5.2K/$2.6B)	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	0.0% ($4.1K/$2.6B)	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	0.0% ($3.5K/$2.6B)	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	0.0% ($3.0K/$2.6B)	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	0.0% ($938/$2.6B)	QoQ +34.00% (+$238) YoY -99.98% (-$4.8M)
(SCHDcusip808524797)	300	QoQ 0.00% (-0) YoY +200.00% (-200)	All Managers (Combined)	$668	0.0% ($668/$2.6B)	QoQ -8.24% (-$60) YoY -19.71% (-$164)