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 7 of 12
46138E206
Shares:
35256(+8.9%)
Value:
$840.9M(+5.2%)
46431W812
Shares:
30555(+0.3%)
Value:
$733.6M(-1.0%)
808524722
Shares:
24065
Value:
$647.8M
Shares:
57048(+0.0%)
Value:
$611.0M(+0.8%)
46434V381
Shares:
9959(-0.5%)
Value:
$573.2M(-4.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
94.5K | All Managers (Combined) | $846.8K | |||
(cusip46138E206)✕ | 35.3K | All Managers (Combined) | $840.9K | ||
Oracle Corp(ORCLcusip68389X105) | 5.9K | All Managers (Combined) | $826.8K | ||
1 | QoQ NEW(+1) YoY NEW(+1) | All Managers (Combined) | $798.4K | QoQ NEW(+$798.4K) YoY NEW(+$798.4K) | |
(cusip46431W812)✕ | 30.6K | QoQ +0.31% (-95)YoY +1.82% (-548) | All Managers (Combined) | $733.6K | |
Southern Co(SOcusip842587107) | 7.1K | QoQ -4.67% (-347)YoY NEW(+7.1K) | All Managers (Combined) | $650.6K | YoY NEW(+$650.6K) |
(cusip808524722)✕ | 24.1K | QoQ NEW(+24.1K) YoY NEW(+24.1K) | All Managers (Combined) | $647.8K | QoQ NEW(+$647.8K) YoY NEW(+$647.8K) |
5.0K | QoQ -0.07% (-4) | All Managers (Combined) | $647.3K | ||
Morgan Stanley(MScusip617446448) | 5.5K | All Managers (Combined) | $640.1K | ||
1.5K | QoQ -0.06% (-1)YoY +0.20% (+3) | All Managers (Combined) | $628.5K | ||
10.0K | All Managers (Combined) | $617.3K | |||
57.0K | All Managers (Combined) | $611.0K | |||
4.6K | All Managers (Combined) | $610.8K | |||
10.3K | QoQ 0.00% (+0)YoY -2.20% (-233) | All Managers (Combined) | $608.8K | ||
Duke Energy Corp(DUKcusip26441C204) | 5.0K | QoQ +0.18% (+9) | All Managers (Combined) | $608.0K | |
3.1K | QoQ +6.90% (+200)YoY -6.60% (-219) | All Managers (Combined) | $600.8K | ||
3.5K | All Managers (Combined) | $598.6K | |||
3.4K | All Managers (Combined) | $595.6K | |||
13.9K | All Managers (Combined) | $578.6K | |||
(cusip46434V381)✕ | 10.0K | All Managers (Combined) | $573.2K |