Destination Wealth Management

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: 0001278573
Manager Name: Destination Wealth Management

Data Enrichment

72% identified

170 identified66 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

236 positions • $2,646,558.24K total value

236 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 6 of 12

Sort by:

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

3277(-7.1%)

Value:

$1.6B(+11.8%)

HOME DEPOT, INC.

HD|437076102

4293(-2.3%)

Value:

$1.6B(-8.0%)

EXXON MOBIL CORP

XOM|30231G102

13075(-4.0%)

Value:

$1.6B(+6.1%)

233051150

29139(-6.3%)

Value:

$1.5B(-12.5%)

464288679

12974(+18.0%)

Value:

$1.4B(+18.4%)

922908652

VXF|922908652

7590

Value:

$1.3B

ADVANCED MICRO DEVICES INC

AMD|007903107

12621(+2.4%)

Value:

$1.3B(-12.9%)

72201R205

23724(+26.2%)

Value:

$1.3B(+30.3%)

808524300

SCHG|808524300

49287(-3.3%)

Value:

$1.2B(-13.1%)

BlackRock, Inc.

BLK|09290D101

1248(+0.2%)

Value:

$1.2B(-7.4%)

464287614

IWF|464287614

3184(+3.0%)

Value:

$1.1B(-7.4%)

SCHWAB CHARLES CORP

SCHW|808513105

13712(-4.2%)

Value:

$1.1B(+1.4%)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

3464(+122.0%)

Value:

$1.1B(+131.8%)

464288356

18500(+5.7%)

Value:

$1.0B(+3.9%)

922908769

VTI|922908769

3718(+40.4%)

Value:

$1.0B(+33.2%)

46432F842

IEFA|46432F842

12828(+9.4%)

Value:

$970.5M(+17.7%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

3751(+0.8%)

Value:

$932.7M(+14.1%)

464288570

9091(+3.0%)

Value:

$931.0M(-4.3%)

464288158

8453(+32.9%)

Value:

$892.6M(+33.0%)

APPLIED MATERIALS INC /DE

AMAT|038222105

6110(-6.4%)

Value:

$886.7M(-16.5%)

Instrument	Shares		Other Manager	Value
Vertex Pharmaceuticals Inc / Ma(VRTXcusip92532F100)	3.3K	QoQ -7.14% (-252) YoY +2.40% (+77)	All Managers (Combined)	$1.6M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -16.46% (-$174.7K) YoY -28.78% (-$358.4K)