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 5 of 12
922908744
VTV|922908744
Shares:
30781(+4.3%)
Value:
$5.3B(+6.5%)
72201R643
72201R643
Shares:
51199(+1.8%)
Value:
$5.1B(+2.1%)
808524805
SCHF|808524805
Shares:
250811(-13.8%)
Value:
$5.0B(-7.8%)
464287622
IWB|464287622
Shares:
16150(-4.3%)
Value:
$5.0B(-8.9%)
92204A504
VHT|92204A504
Shares:
18298(+1.4%)
Value:
$4.8B(+5.8%)
Alphabet Inc.
GOOG|02079K107
Shares:
29452(+0.3%)
Value:
$4.6B(-17.7%)
Palantir Technologies Inc.
PLTR|69608A108
Shares:
51830(+1433.9%)
Value:
$4.4B(+1611.8%)
464288802
464288802
Shares:
30381(+1.9%)
Value:
$3.5B(-3.7%)
78464A649
78464A649
Shares:
122898(-18.2%)
Value:
$3.1B(-16.4%)
808524706
808524706
Shares:
110749(-4.6%)
Value:
$3.1B(-1.3%)
808524607
SCHA|808524607
Shares:
125994(-1.9%)
Value:
$3.0B(-11.2%)
92189F676
92189F676
Shares:
13253
Value:
$2.8B
46138G508
46138G508
Shares:
115647(+0.1%)
Value:
$2.4B(-1.6%)
922908553
VNQ|922908553
Shares:
25685(-0.9%)
Value:
$2.3B(+0.8%)
46434V860
46434V860
Shares:
43214(+5.1%)
Value:
$2.2B(+5.5%)
92204A108
92204A108
Shares:
6589(-3.6%)
Value:
$2.1B(-16.4%)
464288687
464288687
Shares:
67007(-1.1%)
Value:
$2.1B(-3.3%)
464288810
464288810
Shares:
33484(-0.5%)
Value:
$2.0B(+2.6%)
464287713
464287713
Shares:
73306(-2.5%)
Value:
$2.0B(-0.5%)
808524508
808524508
Shares:
71808(-10.5%)
Value:
$1.9B(-15.3%)