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 9 of 12
78467V707
Shares:
9706(+0.0%)
Value:
$394.5M(+0.6%)
37954Y855
Shares:
9815(+20.0%)
Value:
$380.8M(+14.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
S&P Global Inc.(SPGIcusip78409V104) | 805 | QoQ +7.47% (+56)YoY +5.09% (+39) | All Managers (Combined) | $409.0K | |
741 | QoQ -3.89% (-30)YoY NEW(+741) | All Managers (Combined) | $402.0K | YoY NEW(+$402.0K) | |
17.0K | YoY NEW(+17.0K) | All Managers (Combined) | $400.6K | YoY NEW(+$400.6K) | |
3.3K | QoQ +1.36% (-44)YoY -4.45% (-152) | All Managers (Combined) | $397.1K | ||
(cusip78467V707)✕ | 9.7K | QoQ 0.00% (+0) | All Managers (Combined) | $394.5K | |
Caterpillar Inc(CATcusip149123101) | 1.2K | All Managers (Combined) | $393.8K | ||
1.8K | QoQ +0.39% (-7)YoY NEW(+1.8K) | All Managers (Combined) | $390.5K | YoY NEW(+$390.5K) | |
783 | QoQ +9.20% (+66)YoY +6.67% (+49) | All Managers (Combined) | $387.8K | ||
Netease, Inc.(NTEScusip64110W102) | 3.7K | QoQ -0.53% (-20)YoY -0.92% (-35) | All Managers (Combined) | $384.9K | |
(cusip37954Y855)✕ | 9.8K | All Managers (Combined) | $380.8K | ||
3.3K | QoQ +0.39% (-13)YoY NEW(+3.3K) | All Managers (Combined) | $380.8K | YoY NEW(+$380.8K) | |
4.0K | All Managers (Combined) | $375.6K | |||
Corning Inc /Ny(GLWcusip219350105) | 8.2K | QoQ +0.60% (-49)YoY NEW(+8.2K) | All Managers (Combined) | $373.3K | YoY NEW(+$373.3K) |
1.5K | QoQ +0.20% (-3) | All Managers (Combined) | $368.8K | ||
Yum Brands Inc(YUMcusip988498101) | 2.3K | QoQ -0.21% (-5)YoY 0.00% (+0) | All Managers (Combined) | $358.6K | |
1.2K | QoQ +0.16% (-2)YoY +0.16% (+2) | All Managers (Combined) | $358.6K | ||
3.2K | YoY NEW(+3.2K) | All Managers (Combined) | $358.5K | YoY NEW(+$358.5K) | |
4.8K | YoY NEW(+4.8K) | All Managers (Combined) | $343.6K | YoY NEW(+$343.6K) | |
959 | QoQ NEW(+959) YoY NEW(+959) | All Managers (Combined) | $338.1K | QoQ NEW(+$338.1K) YoY NEW(+$338.1K) | |
781 | QoQ +1.03% (+8)YoY NEW(+781) | All Managers (Combined) | $328.0K | YoY NEW(+$328.0K) |