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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ELI LILLY & Co

LLY|532457108

Shares:29.8K

Value:$24.6M

% of Portfolio:0.9% ($24.6M/$2.6B)

37954Y673

Shares:641.7K

Value:$24.2M

% of Portfolio:0.9% ($24.2M/$2.6B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:511.7K

Value:$23.2M

% of Portfolio:0.9% ($23.2M/$2.6B)

032108664

Shares:317.5K

Value:$22.8M

% of Portfolio:0.9% ($22.8M/$2.6B)

Fortive Corp

FTV|34959J108

Shares:311.4K

Value:$22.8M

% of Portfolio:0.9% ($22.8M/$2.6B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:102.5K

Value:$22.3M

% of Portfolio:0.8% ($22.3M/$2.6B)

ANSYS INC

ANSS|03662Q105

Shares:70.1K

Value:$22.2M

% of Portfolio:0.8% ($22.2M/$2.6B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:14.8K

Value:$21.3M

% of Portfolio:0.8% ($21.3M/$2.6B)

Zoetis Inc.

ZTS|98978V103

Shares:128.1K

Value:$21.1M

% of Portfolio:0.8% ($21.1M/$2.6B)

Merck & Co., Inc.

MRK|58933Y105

Shares:220.5K

Value:$19.8M

% of Portfolio:0.7% ($19.8M/$2.6B)

46435G417

Shares:452.3K

Value:$19.6M

% of Portfolio:0.7% ($19.6M/$2.6B)

PFIZER INC

PFE|717081103

Shares:772.4K

Value:$19.6M

% of Portfolio:0.7% ($19.6M/$2.6B)

ASML HOLDING NV

ASML|N07059210

Shares:29.0K

Value:$19.2M

% of Portfolio:0.7% ($19.2M/$2.6B)

464288596

Shares:182.7K

Value:$19.0M

% of Portfolio:0.7% ($19.0M/$2.6B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:37.4K

Value:$18.6M

% of Portfolio:0.7% ($18.6M/$2.6B)

NOVO NORDISK A S

NVO|670100205

Shares:244.6K

Value:$17.0M

% of Portfolio:0.6% ($17.0M/$2.6B)

ROSS STORES, INC.

ROST|778296103

Shares:115.6K

Value:$14.8M

% of Portfolio:0.6% ($14.8M/$2.6B)

46435U549

Shares:280.4K

Value:$13.3M

% of Portfolio:0.5% ($13.3M/$2.6B)

464288448

Shares:413.4K

Value:$12.8M

% of Portfolio:0.5% ($12.8M/$2.6B)

464288620

Shares:242.1K

Value:$12.4M

% of Portfolio:0.5% ($12.4M/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ELI LILLY & Co(LLYcusip532457108)	29.8K	QoQ +7.94% (+2.2K) YoY +1557.68% (+28.0K)	All Managers (Combined)	$24.6M	0.9% ($24.6M/$2.6B)	QoQ +15.48% (+$3.3M) YoY +1659.64% (+$23.2M)
(cusip37954Y673)✕	641.7K	QoQ +0.17% (-1.1K) YoY -8.38% (-58.7K)	All Managers (Combined)	$24.2M	0.9% ($24.2M/$2.6B)	QoQ -6.46% (-$1.7M) YoY -13.17% (-$3.7M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	511.7K	QoQ +4.36% (+21.4K) YoY +11.20% (+51.5K)	All Managers (Combined)	$23.2M	0.9% ($23.2M/$2.6B)	QoQ +18.37% (+$3.6M) YoY +20.21% (+$3.9M)
(cusip032108664)✕	317.5K	QoQ -2.60% (-8.5K) YoY -6.49% (-22.1K)	All Managers (Combined)	$22.8M	0.9% ($22.8M/$2.6B)	QoQ -6.12% (-$1.5M) YoY +4.71% (-$1.0M)
Fortive Corp(FTVcusip34959J108)	311.4K	QoQ -0.86% (-2.7K) YoY -34.55% (-164.4K)	All Managers (Combined)	$22.8M	0.9% ($22.8M/$2.6B)	QoQ -3.27% (-$771.4K) YoY -44.32% (-$18.1M)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	102.5K	QoQ +5.89% (+5.7K) YoY +15.17% (+13.5K)	All Managers (Combined)	$22.3M	0.8% ($22.3M/$2.6B)	QoQ +25.63% (+$4.5M) YoY +26.84% (+$4.7M)
ANSYS INC(ANSScusip03662Q105)	70.1K	QoQ +1.08% (-752) YoY +1.90% (-1.3K)	All Managers (Combined)	$22.2M	0.8% ($22.2M/$2.6B)	QoQ -5.13% (-$1.2M) YoY -7.08% (-$1.7M)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	14.8K	QoQ +2.59% (+375) YoY NEW(+14.8K)	All Managers (Combined)	$21.3M	0.8% ($21.3M/$2.6B)	QoQ +23.94% (+$4.1M) YoY NEW(+$21.3M)
Zoetis Inc.(ZTScusip98978V103)	128.1K	QoQ +2.39% (+3.0K) YoY +5.18% (+6.3K)	All Managers (Combined)	$21.1M	0.8% ($21.1M/$2.6B)	QoQ +3.47% (+$709.1K) YoY +2.35% (+$485.0K)
Merck & Co., Inc.(MRKcusip58933Y105)	220.5K	QoQ +4.03% (-8.5K) YoY +4.48% (-9.5K)	All Managers (Combined)	$19.8M	0.7% ($19.8M/$2.6B)	QoQ -6.13% (-$1.3M) YoY -28.92% (-$8.1M)
(cusip46435G417)✕	452.3K	QoQ +3.88% (+16.9K) YoY +10.22% (+41.9K)	All Managers (Combined)	$19.6M	0.7% ($19.6M/$2.6B)	QoQ +6.22% (+$1.2M) YoY +11.52% (+$2.0M)
PFIZER INC(PFEcusip717081103)	772.4K	QoQ +12.97% (+88.7K) YoY +22.45% (+141.7K)	All Managers (Combined)	$19.6M	0.7% ($19.6M/$2.6B)	QoQ +7.91% (+$1.4M) YoY +11.82% (+$2.1M)
ASML HOLDING NV(ASMLcusipN07059210)	29.0K	QoQ +2.07% (-591) YoY +0.96% (-278)	All Managers (Combined)	$19.2M	0.7% ($19.2M/$2.6B)	QoQ -2.40% (-$474.1K) YoY -31.05% (-$8.7M)
(cusip464288596)✕	182.7K	QoQ +3.38% (+6.0K) YoY +10.75% (+17.7K)	All Managers (Combined)	$19.0M	0.7% ($19.0M/$2.6B)	QoQ +5.31% (+$960.7K) YoY +11.39% (+$1.9M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	37.4K	QoQ +4.81% (+1.7K) YoY +7.87% (-2.7K)	All Managers (Combined)	$18.6M	0.7% ($18.6M/$2.6B)	QoQ +0.25% (+$46.9K) YoY -7.64% (-$1.5M)
NOVO NORDISK A S(NVOcusip670100205)	244.6K	QoQ +24.70% (+48.5K) YoY +6936.93% (+241.1K)	All Managers (Combined)	$17.0M	0.6% ($17.0M/$2.6B)	QoQ +0.67% (+$113.1K) YoY +3705.19% (+$16.5M)
ROSS STORES, INC.(ROSTcusip778296103)	115.6K	QoQ +1.63% (-1.9K) YoY +1.15% (-1.3K)	All Managers (Combined)	$14.8M	0.6% ($14.8M/$2.6B)	QoQ -14.14% (-$2.4M) YoY -11.92% (-$2.0M)
(cusip46435U549)✕	280.4K	QoQ +0.72% (+2.0K) YoY +6.06% (+16.0K)	All Managers (Combined)	$13.3M	0.5% ($13.3M/$2.6B)	QoQ +2.97% (+$384.8K) YoY +7.00% (+$871.9K)
(cusip464288448)✕	413.4K	QoQ +0.40% (+1.6K) YoY +5.30% (+20.8K)	All Managers (Combined)	$12.8M	0.5% ($12.8M/$2.6B)	QoQ +13.74% (+$1.5M) YoY +16.49% (+$1.8M)
(cusip464288620)✕	242.1K	QoQ +2.60% (+6.1K) YoY +6.07% (+13.9K)	All Managers (Combined)	$12.4M	0.5% ($12.4M/$2.6B)	QoQ +4.23% (+$502.3K) YoY +6.72% (+$779.2K)