Destination Wealth Management

Filing Details

13F-HR2025-03-31
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
Manager Name
Destination Wealth Management
Data Enrichment
72% identified
170 identified66 unidentified

Holdings

236 positions
Manager:
Search and click to pin securities to the top
Page 9 of 12
S&P Global Inc.
Shares:
805(+7.5%)
Value:
$409.0M(+9.7%)
92204A702
Shares:
741(-3.9%)
Value:
$402.0M(-16.1%)
808524771
Shares:
16968(+81.4%)
Value:
$400.6M(+80.9%)
46435G425
Shares:
3257(+1.4%)
Value:
$397.1M(-4.1%)
78467V707
Shares:
9706(+0.0%)
Value:
$394.5M(+0.6%)
CATERPILLAR INC
Shares:
1194(+61.1%)
Value:
$393.8M(+46.4%)
922908751
Shares:
1761(+0.4%)
Value:
$390.5M(-7.3%)
INTUITIVE SURGICAL INC
Shares:
783(+9.2%)
Value:
$387.8M(+3.6%)
NetEase, Inc.
Shares:
3740(-0.5%)
Value:
$384.9M(+14.8%)
37954Y855
Shares:
9815(+20.0%)
Value:
$380.8M(+14.2%)
RPM INTERNATIONAL INC/DE/
Shares:
3292(+0.4%)
Value:
$380.8M(-5.6%)
46429B697
Shares:
4010(+3.8%)
Value:
$375.6M(+9.4%)
CORNING INC /NY
Shares:
8154(+0.6%)
Value:
$373.3M(-3.1%)
PIPER SANDLER COMPANIES
Shares:
1489(+0.2%)
Value:
$368.8M(-17.3%)
YUM BRANDS INC
Shares:
2279(-0.2%)
Value:
$358.6M(+17.0%)
CSW INDUSTRIALS, INC.
Shares:
1230(+0.2%)
Value:
$358.6M(-17.2%)
GILEAD SCIENCES, INC.
Shares:
3199(-18.4%)
Value:
$358.5M(-1.0%)
WELLS FARGO & COMPANY/MN
Shares:
4786(-46.4%)
Value:
$343.6M(-45.2%)
CrowdStrike Holdings, Inc.
Shares:
959
Value:
$338.1M
IDEXX LABORATORIES INC /DE
Shares:
781(+1.0%)
Value:
$328.0M(+2.6%)