Destination Wealth Management

Filing Details

13F-HR • 2025-03-31
SEC
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

236 positions
Manager:
SEC
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Page 2 of 12
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
75559(-1.2%)
Value:
$40.2B(+16.1%)
808524839
808524839
Shares:
1691302(-30.1%)
Value:
$39.2B(-28.7%)
DANAHER CORP /DE/
DHR|235851102
Shares:
174923(+7.1%)
Value:
$35.9B(-4.4%)
464287465
EFA|464287465
Shares:
432349(-1.0%)
Value:
$35.3B(+7.0%)
ABBOTT LABORATORIES
ABT|002824100
Shares:
241523(-0.4%)
Value:
$32.0B(+16.8%)
TJX COMPANIES INC /DE/
TJX|872540109
Shares:
262818(-1.9%)
Value:
$32.0B(-1.1%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
109795(-3.3%)
Value:
$29.5B(-12.3%)
Walt Disney Co
DIS|254687106
Shares:
294018(-1.5%)
Value:
$29.0B(-12.7%)
Intercontinental Exchange, Inc.
ICE|45866F104
Shares:
167347(-0.9%)
Value:
$28.9B(+14.7%)
72201R833
72201R833
Shares:
283616(+1.4%)
Value:
$28.5B(+1.7%)
Walmart Inc.
WMT|931142103
Shares:
314012(+104570.7%)
Value:
$27.6B(+181024.0%)
46432F859
46432F859
Shares:
555087(+3.1%)
Value:
$26.8B(+4.3%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
174040(+0.4%)
Value:
$26.7B(+0.4%)
AFLAC INC
AFL|001055102
Shares:
236338(-1.2%)
Value:
$26.3B(+6.2%)
STRYKER CORP
SYK|863667101
Shares:
69638(-0.6%)
Value:
$25.9B(+2.8%)
ECOLAB INC.
ECL|278865100
Shares:
101404(-0.1%)
Value:
$25.7B(+8.1%)
MCDONALDS CORP
MCD|580135101
Shares:
81865(-0.3%)
Value:
$25.6B(+7.5%)
46429B655
46429B655
Shares:
498251(+3.8%)
Value:
$25.4B(+4.2%)
808524201
SCHX|808524201
Shares:
1134415(-24.3%)
Value:
$25.0B(-27.9%)
CAPITAL ONE FINANCIAL CORP
COF|14040H105
Shares:
138448(-3.5%)
Value:
$24.8B(-2.9%)