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 2 of 12

Sort by:

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:75.6K

Value:$40.2M

% of Portfolio:1.5% ($40.2M/$2.6B)

808524839

Shares:1.7M

Value:$39.2M

% of Portfolio:1.5% ($39.2M/$2.6B)

DANAHER CORP /DE/

DHR|235851102

Shares:174.9K

Value:$35.9M

% of Portfolio:1.4% ($35.9M/$2.6B)

464287465

EFA|464287465

Shares:432.3K

Value:$35.3M

% of Portfolio:1.3% ($35.3M/$2.6B)

ABBOTT LABORATORIES

ABT|002824100

Shares:241.5K

Value:$32.0M

% of Portfolio:1.2% ($32.0M/$2.6B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:262.8K

Value:$32.0M

% of Portfolio:1.2% ($32.0M/$2.6B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:109.8K

Value:$29.5M

% of Portfolio:1.1% ($29.5M/$2.6B)

Walt Disney Co

DIS|254687106

Shares:294.0K

Value:$29.0M

% of Portfolio:1.1% ($29.0M/$2.6B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:167.3K

Value:$28.9M

% of Portfolio:1.1% ($28.9M/$2.6B)

72201R833

Shares:283.6K

Value:$28.5M

% of Portfolio:1.1% ($28.5M/$2.6B)

Walmart Inc.

WMT|931142103

Shares:314.0K

Value:$27.6M

% of Portfolio:1.0% ($27.6M/$2.6B)

46432F859

Shares:555.1K

Value:$26.8M

% of Portfolio:1.0% ($26.8M/$2.6B)

QUALCOMM INC/DE

QCOM|747525103

Shares:174.0K

Value:$26.7M

% of Portfolio:1.0% ($26.7M/$2.6B)

AFLAC INC

AFL|001055102

Shares:236.3K

Value:$26.3M

% of Portfolio:1.0% ($26.3M/$2.6B)

STRYKER CORP

SYK|863667101

Shares:69.6K

Value:$25.9M

% of Portfolio:1.0% ($25.9M/$2.6B)

ECOLAB INC.

ECL|278865100

Shares:101.4K

Value:$25.7M

% of Portfolio:1.0% ($25.7M/$2.6B)

MCDONALDS CORP

MCD|580135101

Shares:81.9K

Value:$25.6M

% of Portfolio:1.0% ($25.6M/$2.6B)

46429B655

Shares:498.3K

Value:$25.4M

% of Portfolio:1.0% ($25.4M/$2.6B)

808524201

SCHX|808524201

Shares:1.1M

Value:$25.0M

% of Portfolio:0.9% ($25.0M/$2.6B)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:138.4K

Value:$24.8M

% of Portfolio:0.9% ($24.8M/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	75.6K	QoQ -1.18% (-909) YoY -1.45% (-1.1K)	All Managers (Combined)	$40.2M	1.5% ($40.2M/$2.6B)	QoQ +16.09% (-$5.6M) YoY +24.80% (-$8.0M)
(cusip808524839)✕	1.7M	QoQ -30.08% (-727.8K) YoY +41.53% (-496.3K)	All Managers (Combined)	$39.2M	1.5% ($39.2M/$2.6B)	QoQ -28.66% (-$15.7M) YoY -28.74% (-$15.8M)
DANAHER CORP /DE/(DHRcusip235851102)	174.9K	QoQ +7.07% (-11.6K) YoY +12.27% (-19.1K)	All Managers (Combined)	$35.9M	1.4% ($35.9M/$2.6B)	QoQ -4.37% (-$1.6M) YoY -7.83% (-$3.0M)
(EFAcusip464287465)	432.3K	QoQ -1.01% (-4.4K) YoY -0.41% (-1.8K)	All Managers (Combined)	$35.3M	1.3% ($35.3M/$2.6B)	QoQ +6.99% (-$2.3M) YoY +1.91% (-$664.7K)
ABBOTT LABORATORIES(ABTcusip002824100)	241.5K	QoQ -0.38% (-940) YoY +2.80% (+6.6K)	All Managers (Combined)	$32.0M	1.2% ($32.0M/$2.6B)	QoQ +16.82% (-$4.6M) YoY +19.97% (+$5.3M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	262.8K	QoQ -1.89% (-5.1K) YoY -9.89% (-28.9K)	All Managers (Combined)	$32.0M	1.2% ($32.0M/$2.6B)	QoQ -1.09% (-$354.2K) YoY +8.21% (-$2.4M)
AMERICAN EXPRESS CO(AXPcusip025816109)	109.8K	QoQ -3.31% (-3.8K) YoY -16.56% (-21.8K)	All Managers (Combined)	$29.5M	1.1% ($29.5M/$2.6B)	QoQ -12.35% (-$4.2M) YoY -1.41% (-$422.9K)
Walt Disney Co(DIScusip254687106)	294.0K	QoQ -1.46% (-4.4K) YoY -8.35% (-26.8K)	All Managers (Combined)	$29.0M	1.1% ($29.0M/$2.6B)	QoQ -12.66% (-$4.2M) YoY -26.07% (-$10.2M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	167.3K	QoQ -0.93% (-1.6K) YoY -6.33% (-11.3K)	All Managers (Combined)	$28.9M	1.1% ($28.9M/$2.6B)	QoQ +14.68% (-$3.7M) YoY +17.57% (-$4.3M)
(cusip72201R833)✕	283.6K	QoQ +1.43% (+4.0K) YoY +9.79% (+25.3K)	All Managers (Combined)	$28.5M	1.1% ($28.5M/$2.6B)	QoQ +1.71% (+$482.5K) YoY +9.88% (+$2.6M)
Walmart Inc.(WMTcusip931142103)	314.0K	QoQ +104570.66% (+313.7K) YoY -16.29% (-61.1K)	All Managers (Combined)	$27.6M	1.0% ($27.6M/$2.6B)	QoQ +181024.04% (+$27.6M) YoY +22.13% (-$5.0M)
(cusip46432F859)✕	555.1K	QoQ +3.07% (+16.6K) YoY +8.20% (+42.1K)	All Managers (Combined)	$26.8M	1.0% ($26.8M/$2.6B)	QoQ +4.32% (+$1.1M) YoY +10.28% (+$2.5M)
QUALCOMM INC/DE(QCOMcusip747525103)	174.0K	QoQ +0.38% (+667) YoY -5.44% (-10.0K)	All Managers (Combined)	$26.7M	1.0% ($26.7M/$2.6B)	QoQ +0.37% (+$100.6K) YoY -14.20% (-$4.4M)
AFLAC INC(AFLcusip001055102)	236.3K	QoQ -1.24% (-3.0K) YoY -8.64% (-22.4K)	All Managers (Combined)	$26.3M	1.0% ($26.3M/$2.6B)	QoQ +6.15% (-$1.5M) YoY +18.30% (-$4.1M)
STRYKER CORP(SYKcusip863667101)	69.6K	QoQ -0.59% (-414) YoY -4.26% (-3.1K)	All Managers (Combined)	$25.9M	1.0% ($25.9M/$2.6B)	QoQ +2.77% (-$700.3K) YoY -0.41% (-$107.5K)
ECOLAB INC.(ECLcusip278865100)	101.4K	QoQ -0.08% (-83) YoY -4.77% (-5.1K)	All Managers (Combined)	$25.7M	1.0% ($25.7M/$2.6B)	QoQ +8.10% (-$1.9M) YoY +4.55% (-$1.1M)
MCDONALDS CORP(MCDcusip580135101)	81.9K	QoQ -0.25% (-212) YoY -0.22% (-182)	All Managers (Combined)	$25.6M	1.0% ($25.6M/$2.6B)	QoQ +7.47% (-$1.8M) YoY +10.54% (-$2.4M)
(cusip46429B655)✕	498.3K	QoQ +3.83% (+18.4K) YoY +7.20% (+33.5K)	All Managers (Combined)	$25.4M	1.0% ($25.4M/$2.6B)	QoQ +4.18% (+$1.0M) YoY +7.18% (+$1.7M)
(SCHXcusip808524201)	1.1M	QoQ -24.26% (-363.4K) YoY +112.29% (-600.0K)	All Managers (Combined)	$25.0M	0.9% ($25.0M/$2.6B)	QoQ -27.85% (-$9.7M) YoY -24.46% (-$8.1M)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	138.4K	QoQ -3.45% (-5.0K) YoY -8.89% (-13.5K)	All Managers (Combined)	$24.8M	0.9% ($24.8M/$2.6B)	QoQ -2.92% (-$748.0K) YoY +9.71% (-$2.2M)