Destination Wealth Management
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified170 identified66 unidentified
Holdings
236 positions
Manager:
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Page 6 of 12
233051150
Shares:
29139(-6.3%)
Value:
$1.5B(-12.5%)
464288679
Shares:
12974(+18.0%)
Value:
$1.4B(+18.4%)
72201R205
Shares:
23724(+26.2%)
Value:
$1.3B(+30.3%)
464288356
Shares:
18500(+5.7%)
Value:
$1.0B(+3.9%)
464288570
Shares:
9091(+3.0%)
Value:
$931.0M(-4.3%)
464288158
Shares:
8453(+32.9%)
Value:
$892.6M(+33.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.3K | QoQ -7.14% (-252)YoY +2.40% (+77) | All Managers (Combined) | $1.6M | ||
Home Depot, Inc.(HDcusip437076102) | 4.3K | QoQ -2.32% (-102)YoY -6.26% (-287) | All Managers (Combined) | $1.6M | |
Exxon Mobil Corp(XOMcusip30231G102) | 13.1K | All Managers (Combined) | $1.6M | ||
(cusip233051150)✕ | 29.1K | All Managers (Combined) | $1.5M | ||
(cusip464288679)✕ | 13.0K | All Managers (Combined) | $1.4M | ||
7.6K | QoQ NEW(+7.6K) YoY NEW(+7.6K) | All Managers (Combined) | $1.3M | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) | |
12.6K | All Managers (Combined) | $1.3M | |||
(cusip72201R205)✕ | 23.7K | All Managers (Combined) | $1.3M | ||
49.3K | All Managers (Combined) | $1.2M | |||
Blackrock, Inc.(BLKcusip09290D101) | 1.2K | QoQ +0.24% (-3)YoY NEW(+1.2K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) |
3.2K | QoQ +2.97% (-92)YoY -4.24% (-141) | All Managers (Combined) | $1.1M | ||
13.7K | All Managers (Combined) | $1.1M | |||
3.5K | All Managers (Combined) | $1.1M | |||
(cusip464288356)✕ | 18.5K | All Managers (Combined) | $1.0M | ||
3.7K | All Managers (Combined) | $1.0M | |||
12.8K | All Managers (Combined) | $970.5K | |||
3.8K | All Managers (Combined) | $932.7K | |||
(cusip464288570)✕ | 9.1K | QoQ +2.99% (-264)YoY -0.51% (-47) | All Managers (Combined) | $931.0K | |
(cusip464288158)✕ | 8.5K | All Managers (Combined) | $892.6K | ||
6.1K | QoQ -6.37% (-416)YoY +1.20% (-73) | All Managers (Combined) | $886.7K |