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

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Edwards Lifesciences Corp

EW|28176E108

7801(-1.2%)

Value:

$565.4M(-3.2%)

921910733

ESGV|921910733

5708(+0.0%)

Value:

$559.1M(-6.6%)

78464A847

10736(+2.0%)

Value:

$549.5M(-4.5%)

CONOCOPHILLIPS

COP|20825C104

5127(+0.3%)

Value:

$538.4M(+6.2%)

25434V708

DFAC|25434V708

16194(-1.9%)

Value:

$534.2M(-6.5%)

Palo Alto Networks Inc

PANW|697435105

3100

Value:

$529.0M

37954Y624

24726(-4.9%)

Value:

$522.7M(-12.4%)

Philip Morris International Inc.

PM|718172109

3104

Value:

$492.7M

GOLDMAN SACHS GROUP INC

GS|38141G104

898(+5.3%)

Value:

$490.5M(+0.4%)

67092P607

12660(-19.5%)

Value:

$485.4M(-26.3%)

STARBUCKS CORP

SBUX|855244109

4942(+1.2%)

Value:

$484.7M(+8.8%)

81369Y605

9594(-4.7%)

Value:

$477.9M(-1.8%)

HONEYWELL INTERNATIONAL INC

HON|438516106

2247(-11.9%)

Value:

$475.8M(-17.5%)

46429B663

3896(-7.1%)

Value:

$471.9M(+0.2%)

Marathon Petroleum Corp

MPC|56585A102

3225(+0.0%)

Value:

$469.9M(+4.4%)

TRAVELERS COMPANIES, INC.

TRV|89417E109

1683(+0.0%)

Value:

$445.0M(+9.8%)

AbbVie Inc.

ABBV|00287Y109

2093(-21.5%)

Value:

$438.5M(-7.4%)

AMGEN INC

AMGN|031162100

1364(-7.9%)

Value:

$424.9M(+10.0%)

46434V621

DGRO|46434V621

6724(+0.5%)

Value:

$415.4M(+1.2%)

Prologis, Inc.

PLD|74340W103

3676(-3.0%)

Value:

$410.9M(+2.6%)

Instrument	Shares		Other Manager	Value
Edwards Lifesciences Corp(EWcusip28176E108)	7.8K	QoQ -1.16% (-92) YoY +10.54% (-744)	All Managers (Combined)	$565.4K	QoQ -3.23% (-$18.9K) YoY -16.15% (-$109.0K)
(ESGVcusip921910733)	5.7K	QoQ 0.00% (-0) YoY -7.59% (-469)	All Managers (Combined)	$559.1K	QoQ -6.61% (-$39.6K) YoY -2.87% (-$16.5K)
(cusip78464A847)✕	10.7K	QoQ +2.03% (-214) YoY NEW(+10.7K)	All Managers (Combined)	$549.5K	QoQ -4.51% (-$26.0K) YoY NEW(+$549.5K)
Conocophillips(COPcusip20825C104)	5.1K	QoQ +0.31% (+16) YoY -3.17% (-168)	All Managers (Combined)	$538.4K	QoQ +6.22% (+$31.6K) YoY -20.11% (-$135.6K)
(DFACcusip25434V708)	16.2K	QoQ -1.93% (-319) YoY 0.00% (+0)	All Managers (Combined)	$534.2K	QoQ -6.46% (-$36.9K) YoY +3.25% (+$16.8K)
Palo Alto Networks Inc(PANWcusip697435105)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$529.0K	QoQ NEW(+$529.0K) YoY NEW(+$529.0K)
(cusip37954Y624)✕	24.7K	QoQ -4.91% (-1.3K) YoY -94.12% (-396.5K)	All Managers (Combined)	$522.7K	QoQ -12.45% (-$74.4K) YoY -94.97% (-$9.9M)
Philip Morris International Inc.(PMcusip718172109)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$492.7K	QoQ NEW(+$492.7K) YoY NEW(+$492.7K)
Goldman Sachs Group Inc(GScusip38141G104)	898	QoQ +5.27% (+45) YoY NEW(+898)	All Managers (Combined)	$490.5K	QoQ +0.41% (+$2.0K) YoY NEW(+$490.5K)
(cusip67092P607)✕	12.7K	QoQ -19.54% (-3.1K) YoY -21.58% (-3.5K)	All Managers (Combined)	$485.4K	QoQ -26.34% (-$173.6K) YoY -27.71% (-$186.1K)
Starbucks Corp(SBUXcusip855244109)	4.9K	QoQ +1.20% (+59) YoY +65.11% (+1.9K)	All Managers (Combined)	$484.7K	QoQ +8.78% (+$39.2K) YoY +77.22% (+$211.2K)
(cusip81369Y605)✕	9.6K	QoQ -4.68% (-472) YoY +86.32% (+4.4K)	All Managers (Combined)	$477.9K	QoQ -1.77% (-$8.6K) YoY +120.33% (+$261.0K)
Honeywell International Inc(HONcusip438516106)	2.2K	QoQ -11.95% (-305) YoY +86.31% (+1.0K)	All Managers (Combined)	$475.8K	QoQ -17.46% (-$100.7K) YoY +92.21% (+$228.3K)
(cusip46429B663)✕	3.9K	QoQ -7.14% (-300) YoY -28.26% (-1.5K)	All Managers (Combined)	$471.9K	QoQ +0.17% (-$843) YoY -21.15% (-$126.6K)
Marathon Petroleum Corp(MPCcusip56585A102)	3.2K	QoQ 0.00% (+0) YoY +0.12% (-4)	All Managers (Combined)	$469.9K	QoQ +4.43% (+$20.0K) YoY -27.60% (-$179.2K)
Travelers Companies, Inc.(TRVcusip89417E109)	1.7K	QoQ 0.00% (+0) YoY -0.17% (-3)	All Managers (Combined)	$445.0K	QoQ +9.78% (+$39.7K) YoY +14.70% (-$57.1K)
Abbvie Inc.(ABBVcusip00287Y109)	2.1K	QoQ -21.49% (-573) YoY +32.05% (+508)	All Managers (Combined)	$438.5K	QoQ -7.42% (-$35.2K) YoY +51.90% (+$149.8K)
Amgen Inc(AMGNcusip031162100)	1.4K	QoQ -7.90% (-117) YoY +84.82% (+626)	All Managers (Combined)	$424.9K	QoQ +10.03% (-$38.8K) YoY +102.45% (+$215.0K)
(DGROcusip46434V621)	6.7K	QoQ +0.52% (+35) YoY +2.64% (+173)	All Managers (Combined)	$415.4K	QoQ +1.24% (+$5.1K) YoY +9.21% (+$35.1K)
Prologis, Inc.(PLDcusip74340W103)	3.7K	QoQ -2.95% (-112) YoY +89.38% (+1.7K)	All Managers (Combined)	$410.9K	QoQ +2.60% (-$10.4K) YoY +62.58% (+$158.2K)