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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S&P Global Inc.

SPGI|78409V104

805(+7.5%)

Value:

$409.0M(+9.7%)

92204A702

VGT|92204A702

741(-3.9%)

Value:

$402.0M(-16.1%)

808524771

FNDX|808524771

16968(+81.4%)

Value:

$400.6M(+80.9%)

46435G425

ESGU|46435G425

3257(+1.4%)

Value:

$397.1M(-4.1%)

78467V707

9706(+0.0%)

Value:

$394.5M(+0.6%)

CATERPILLAR INC

CAT|149123101

1194(+61.1%)

Value:

$393.8M(+46.4%)

922908751

VB|922908751

1761(+0.4%)

Value:

$390.5M(-7.3%)

INTUITIVE SURGICAL INC

ISRG|46120E602

783(+9.2%)

Value:

$387.8M(+3.6%)

NetEase, Inc.

NTES|64110W102

3740(-0.5%)

Value:

$384.9M(+14.8%)

37954Y855

9815(+20.0%)

Value:

$380.8M(+14.2%)

RPM INTERNATIONAL INC/DE/

RPM|749685103

3292(+0.4%)

Value:

$380.8M(-5.6%)

46429B697

USMV|46429B697

4010(+3.8%)

Value:

$375.6M(+9.4%)

CORNING INC /NY

GLW|219350105

8154(+0.6%)

Value:

$373.3M(-3.1%)

PIPER SANDLER COMPANIES

PIPR|724078100

1489(+0.2%)

Value:

$368.8M(-17.3%)

YUM BRANDS INC

YUM|988498101

2279(-0.2%)

Value:

$358.6M(+17.0%)

CSW INDUSTRIALS, INC.

CSWI|126402106

1230(+0.2%)

Value:

$358.6M(-17.2%)

GILEAD SCIENCES, INC.

GILD|375558103

3199(-18.4%)

Value:

$358.5M(-1.0%)

WELLS FARGO & COMPANY/MN

WFC|949746101

4786(-46.4%)

Value:

$343.6M(-45.2%)

CrowdStrike Holdings, Inc.

CRWD|22788C105

959

Value:

$338.1M

IDEXX LABORATORIES INC /DE

IDXX|45168D104

781(+1.0%)

Value:

$328.0M(+2.6%)

Instrument	Shares		Other Manager	Value
S&P Global Inc.(SPGIcusip78409V104)	805	QoQ +7.47% (+56) YoY +5.09% (+39)	All Managers (Combined)	$409.0K	QoQ +9.65% (+$36.0K) YoY +25.50% (+$83.1K)
(VGTcusip92204A702)	741	QoQ -3.89% (-30) YoY NEW(+741)	All Managers (Combined)	$402.0K	QoQ -16.13% (-$77.4K) YoY NEW(+$402.0K)
(FNDXcusip808524771)	17.0K	QoQ +81.39% (+7.6K) YoY NEW(+17.0K)	All Managers (Combined)	$400.6K	QoQ +80.86% (+$179.1K) YoY NEW(+$400.6K)
(ESGUcusip46435G425)	3.3K	QoQ +1.36% (-44) YoY -4.45% (-152)	All Managers (Combined)	$397.1K	QoQ -4.06% (-$16.8K) YoY +1.31% (-$5.2K)
(cusip78467V707)✕	9.7K	QoQ 0.00% (+0) YoY -46.57% (-8.5K)	All Managers (Combined)	$394.5K	QoQ +0.59% (+$2.3K) YoY -46.37% (-$341.2K)
Caterpillar Inc(CATcusip149123101)	1.2K	QoQ +61.13% (+453) YoY +80.09% (+531)	All Managers (Combined)	$393.8K	QoQ +46.40% (+$124.8K) YoY +62.04% (+$150.8K)
(VBcusip922908751)	1.8K	QoQ +0.39% (-7) YoY NEW(+1.8K)	All Managers (Combined)	$390.5K	QoQ -7.35% (-$31.0K) YoY NEW(+$390.5K)
Intuitive Surgical Inc(ISRGcusip46120E602)	783	QoQ +9.20% (+66) YoY +6.67% (+49)	All Managers (Combined)	$387.8K	QoQ +3.62% (+$13.6K) YoY +32.38% (+$94.9K)
Netease, Inc.(NTEScusip64110W102)	3.7K	QoQ -0.53% (-20) YoY -0.92% (-35)	All Managers (Combined)	$384.9K	QoQ +14.75% (-$49.5K) YoY -1.45% (-$5.7K)
(cusip37954Y855)✕	9.8K	QoQ +19.98% (+1.6K) YoY -87.26% (-67.2K)	All Managers (Combined)	$380.8K	QoQ +14.16% (+$47.2K) YoY -89.08% (-$3.1M)
Rpm International Inc/De/(RPMcusip749685103)	3.3K	QoQ +0.39% (-13) YoY NEW(+3.3K)	All Managers (Combined)	$380.8K	QoQ -5.64% (-$22.8K) YoY NEW(+$380.8K)
(USMVcusip46429B697)	4.0K	QoQ +3.75% (+145) YoY +15.42% (+536)	All Managers (Combined)	$375.6K	QoQ +9.44% (+$32.4K) YoY +29.35% (+$85.2K)
Corning Inc /Ny(GLWcusip219350105)	8.2K	QoQ +0.60% (-49) YoY NEW(+8.2K)	All Managers (Combined)	$373.3K	QoQ -3.07% (-$11.9K) YoY NEW(+$373.3K)
Piper Sandler Companies(PIPRcusip724078100)	1.5K	QoQ +0.20% (-3) YoY -27.29% (-559)	All Managers (Combined)	$368.8K	QoQ -17.26% (-$77.0K) YoY -9.28% (-$37.7K)
Yum Brands Inc(YUMcusip988498101)	2.3K	QoQ -0.21% (-5) YoY 0.00% (+0)	All Managers (Combined)	$358.6K	QoQ +17.01% (-$52.2K) YoY +13.49% (+$42.6K)
Csw Industrials, Inc.(CSWIcusip126402106)	1.2K	QoQ +0.16% (-2) YoY +0.16% (+2)	All Managers (Combined)	$358.6K	QoQ -17.23% (-$74.7K) YoY +24.46% (+$70.5K)
Gilead Sciences, Inc.(GILDcusip375558103)	3.2K	QoQ -18.37% (-720) YoY NEW(+3.2K)	All Managers (Combined)	$358.5K	QoQ -0.96% (-$3.5K) YoY NEW(+$358.5K)
Wells Fargo & Company/Mn(WFCcusip949746101)	4.8K	QoQ -46.41% (-4.1K) YoY NEW(+4.8K)	All Managers (Combined)	$343.6K	QoQ -45.23% (-$283.7K) YoY NEW(+$343.6K)
Crowdstrike Holdings, Inc.(CRWDcusip22788C105)	959	QoQ NEW(+959) YoY NEW(+959)	All Managers (Combined)	$338.1K	QoQ NEW(+$338.1K) YoY NEW(+$338.1K)
Idexx Laboratories Inc /De(IDXXcusip45168D104)	781	QoQ +1.03% (+8) YoY NEW(+781)	All Managers (Combined)	$328.0K	QoQ +2.62% (+$8.4K) YoY NEW(+$328.0K)