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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VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:3.3K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$2.6B)

HOME DEPOT, INC.

HD|437076102

Shares:4.3K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$2.6B)

EXXON MOBIL CORP

XOM|30231G102

Shares:13.1K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$2.6B)

233051150

Shares:29.1K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$2.6B)

464288679

Shares:13.0K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$2.6B)

922908652

VXF|922908652

Shares:7.6K

Value:$1.3M

% of Portfolio:0.0% ($1.3M/$2.6B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:12.6K

Value:$1.3M

% of Portfolio:0.0% ($1.3M/$2.6B)

72201R205

Shares:23.7K

Value:$1.3M

% of Portfolio:0.0% ($1.3M/$2.6B)

808524300

SCHG|808524300

Shares:49.3K

Value:$1.2M

% of Portfolio:0.0% ($1.2M/$2.6B)

BlackRock, Inc.

BLK|09290D101

Shares:1.2K

Value:$1.2M

% of Portfolio:0.0% ($1.2M/$2.6B)

464287614

IWF|464287614

Shares:3.2K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$2.6B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:13.7K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$2.6B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:3.5K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$2.6B)

464288356

Shares:18.5K

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$2.6B)

922908769

VTI|922908769

Shares:3.7K

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$2.6B)

46432F842

IEFA|46432F842

Shares:12.8K

Value:$970.5K

% of Portfolio:0.0% ($970.5K/$2.6B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.8K

Value:$932.7K

% of Portfolio:0.0% ($932.7K/$2.6B)

464288570

Shares:9.1K

Value:$931.0K

% of Portfolio:0.0% ($931.0K/$2.6B)

464288158

Shares:8.5K

Value:$892.6K

% of Portfolio:0.0% ($892.6K/$2.6B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:6.1K

Value:$886.7K

% of Portfolio:0.0% ($886.7K/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	3.3K	QoQ -7.14% (-252) YoY +2.40% (+77)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$2.6B)	QoQ +11.79% (-$167.6K) YoY +18.77% (+$251.1K)
HOME DEPOT, INC.(HDcusip437076102)	4.3K	QoQ -2.32% (-102) YoY -6.26% (-287)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$2.6B)	QoQ -7.95% (-$136.1K) YoY -10.44% (-$183.4K)
EXXON MOBIL CORP(XOMcusip30231G102)	13.1K	QoQ -4.01% (-547) YoY +162.49% (+8.1K)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$2.6B)	QoQ +6.11% (-$89.6K) YoY +168.56% (+$976.0K)
(cusip233051150)✕	29.1K	QoQ -6.28% (-2.0K) YoY -20.33% (-7.4K)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$2.6B)	QoQ -12.54% (-$210.6K) YoY -18.70% (-$337.8K)
(cusip464288679)✕	13.0K	QoQ +17.98% (+2.0K) YoY +4.95% (+612)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$2.6B)	QoQ +18.36% (+$222.3K) YoY +4.87% (+$66.6K)
(VXFcusip922908652)	7.6K	QoQ NEW(+7.6K) YoY NEW(+7.6K)	All Managers (Combined)	$1.3M	0.0% ($1.3M/$2.6B)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	12.6K	QoQ +2.38% (-294) YoY +66.32% (-5.0K)	All Managers (Combined)	$1.3M	0.0% ($1.3M/$2.6B)	QoQ -12.91% (-$192.3K) YoY -5.32% (-$72.9K)
(cusip72201R205)✕	23.7K	QoQ +26.18% (+4.9K) YoY +33.75% (+6.0K)	All Managers (Combined)	$1.3M	0.0% ($1.3M/$2.6B)	QoQ +30.33% (+$298.3K) YoY +40.29% (+$368.1K)
(SCHGcusip808524300)	49.3K	QoQ -3.25% (-1.7K) YoY +269.60% (-36.0K)	All Managers (Combined)	$1.2M	0.0% ($1.2M/$2.6B)	QoQ -13.07% (-$185.7K) YoY -0.18% (-$2.3K)
BlackRock, Inc.(BLKcusip09290D101)	1.2K	QoQ +0.24% (-3) YoY NEW(+1.2K)	All Managers (Combined)	$1.2M	0.0% ($1.2M/$2.6B)	QoQ -7.44% (-$95.1K) YoY NEW(+$1.2M)
(IWFcusip464287614)	3.2K	QoQ +2.97% (-92) YoY -4.24% (-141)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$2.6B)	QoQ -7.40% (-$92.0K) YoY +2.58% (-$29.0K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	13.7K	QoQ -4.15% (-594) YoY -96.09% (-337.6K)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$2.6B)	QoQ +1.37% (-$14.6K) YoY -95.77% (-$24.3M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	3.5K	QoQ +122.05% (+1.9K) YoY +85.14% (+1.6K)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$2.6B)	QoQ +131.76% (+$601.7K) YoY +126.50% (+$591.1K)
(cusip464288356)✕	18.5K	QoQ +5.70% (+999) YoY +70.03% (+7.6K)	All Managers (Combined)	$1.0M	0.0% ($1.0M/$2.6B)	QoQ +3.86% (+$38.7K) YoY +66.31% (+$415.1K)
(VTIcusip922908769)	3.7K	QoQ +40.40% (+1.1K) YoY -45.18% (-3.1K)	All Managers (Combined)	$1.0M	0.0% ($1.0M/$2.6B)	QoQ +33.16% (+$254.5K) YoY -42.02% (-$740.9K)
(IEFAcusip46432F842)	12.8K	QoQ +9.38% (+1.1K) YoY +46.27% (+4.1K)	All Managers (Combined)	$970.5K	0.0% ($970.5K/$2.6B)	QoQ +17.74% (+$146.3K) YoY +49.09% (+$319.5K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.8K	QoQ +0.83% (+31) YoY +69.72% (+1.5K)	All Managers (Combined)	$932.7K	0.0% ($932.7K/$2.6B)	QoQ +14.06% (+$115.0K) YoY +120.99% (+$510.7K)
(cusip464288570)✕	9.1K	QoQ +2.99% (-264) YoY -0.51% (-47)	All Managers (Combined)	$931.0K	0.0% ($931.0K/$2.6B)	QoQ -4.33% (-$42.2K) YoY +1.06% (-$9.8K)
(cusip464288158)✕	8.5K	QoQ +32.88% (+2.1K) YoY +48.79% (+2.8K)	All Managers (Combined)	$892.6K	0.0% ($892.6K/$2.6B)	QoQ +33.03% (+$221.7K) YoY +50.03% (+$297.7K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	6.1K	QoQ -6.37% (-416) YoY +1.20% (-73)	All Managers (Combined)	$886.7K	0.0% ($886.7K/$2.6B)	QoQ -16.46% (-$174.7K) YoY -28.78% (-$358.4K)