Destination Wealth Management

Investment Portfolio & 13F Holdings Analysis

About

Destination Wealth Management is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 236 holdings worth $2.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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464287226

1446048(+5.2%)

Value:

$143.0B(+7.3%)

78464A763

SDY|78464A763

702637(+0.9%)

Value:

$95.3B(+3.7%)

464287804

IJR|464287804

796785(+2.9%)

Value:

$83.3B(-6.6%)

464288653

779335(+7.5%)

Value:

$80.9B(+12.1%)

46429B747

741426(+2.6%)

Value:

$76.7B(+5.5%)

46431W705

815863(+3.4%)

Value:

$75.3B(+2.9%)

464288646

1409492(+2.0%)

Value:

$73.8B(+3.3%)

464287200

IVV|464287200

125704(+1.1%)

Value:

$70.6B(-3.5%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

73374(+73274.0%)

Value:

$69.4B(+163917.0%)

46434G103

IEMG|46434G103

1268425(+1.0%)

Value:

$68.5B(+4.4%)

VISA INC.

V|92826C839

179249(-2.8%)

Value:

$62.8B(+7.8%)

464287697

618761(-0.5%)

Value:

$62.8B(+4.9%)

464287507

IJH|464287507

1006223(+1.1%)

Value:

$58.7B(-5.3%)

464287549

646591(+0.8%)

Value:

$58.6B(-10.5%)

Mastercard Inc

MA|57636Q104

103256(-2.3%)

Value:

$56.6B(+1.7%)

922908736

VUG|922908736

150209(-1.5%)

Value:

$55.7B(-11.0%)

78464A474

1600722(-0.5%)

Value:

$48.2B(+0.3%)

COLGATE PALMOLIVE CO

CL|194162103

507110(+1.7%)

Value:

$47.5B(+4.8%)

JOHNSON & JOHNSON

JNJ|478160104

280228(+3.1%)

Value:

$46.5B(+18.2%)

46434V613

924961(+3.8%)

Value:

$42.6B(+5.8%)

Instrument	Shares		Other Manager	Value
(cusip464287226)✕	1.4M	QoQ +5.16% (+71.0K) YoY +17.54% (+215.9K)	All Managers (Combined)	$143.0M	QoQ +7.35% (+$9.8M) YoY +18.72% (+$22.6M)
(SDYcusip78464A763)	702.6K	QoQ +0.95% (+6.6K) YoY +0.15% (+1.1K)	All Managers (Combined)	$95.3M	QoQ +3.69% (+$3.4M) YoY +3.54% (+$3.3M)
(IJRcusip464287804)	796.8K	QoQ +2.86% (-22.2K) YoY +1.30% (-10.3K)	All Managers (Combined)	$83.3M	QoQ -6.64% (-$5.9M) YoY -4.14% (-$3.6M)
(cusip464288653)✕	779.3K	QoQ +7.52% (+54.5K) YoY +9.48% (+67.5K)	All Managers (Combined)	$80.9M	QoQ +12.06% (+$8.7M) YoY +8.15% (+$6.1M)
(cusip46429B747)✕	741.4K	QoQ +2.61% (+18.9K) YoY +9.72% (+65.7K)	All Managers (Combined)	$76.7M	QoQ +5.54% (+$4.0M) YoY +14.18% (+$9.5M)
(cusip46431W705)✕	815.9K	QoQ +3.40% (+26.8K) YoY +9.93% (+73.7K)	All Managers (Combined)	$75.3M	QoQ +2.87% (+$2.1M) YoY +7.86% (+$5.5M)
(cusip464288646)✕	1.4M	QoQ +1.96% (+27.1K) YoY +9.18% (+118.5K)	All Managers (Combined)	$73.8M	QoQ +3.28% (+$2.3M) YoY +11.50% (+$7.6M)
(IVVcusip464287200)	125.7K	QoQ +1.05% (-1.3K) YoY -6.22% (-8.3K)	All Managers (Combined)	$70.6M	QoQ -3.53% (-$2.6M) YoY +0.22% (-$162.0K)
Costco Wholesale Corp /New(COSTcusip22160K105)	73.4K	QoQ +73274.00% (+73.3K) YoY -13.18% (-11.1K)	All Managers (Combined)	$69.4M	QoQ +163916.96% (+$69.4M) YoY +12.06% (-$7.5M)
(IEMGcusip46434G103)	1.3M	QoQ +1.03% (+13.0K) YoY +5.73% (+68.8K)	All Managers (Combined)	$68.5M	QoQ +4.42% (+$2.9M) YoY +10.58% (+$6.6M)
Visa Inc.(Vcusip92826C839)	179.2K	QoQ -2.80% (-5.2K) YoY +179149.00% (+179.1K)	All Managers (Combined)	$62.8M	QoQ +7.77% (-$4.5M) YoY +1032266.55% (+$62.8M)
(cusip464287697)✕	618.8K	QoQ -0.45% (-2.8K) YoY -5.18% (-33.8K)	All Managers (Combined)	$62.8M	QoQ +4.93% (-$3.0M) YoY +13.77% (-$7.6M)
(IJHcusip464287507)	1.0M	QoQ +1.15% (-11.5K) YoY -0.07% (-747)	All Managers (Combined)	$58.7M	QoQ -5.27% (-$3.3M) YoY -4.00% (-$2.5M)
(cusip464287549)✕	646.6K	QoQ +0.77% (-5.0K) YoY -8.40% (-59.4K)	All Managers (Combined)	$58.6M	QoQ -10.49% (-$6.9M) YoY -3.63% (-$2.2M)
Mastercard Inc(MAcusip57636Q104)	103.3K	QoQ -2.29% (-2.4K) YoY +103156.00% (+103.2K)	All Managers (Combined)	$56.6M	QoQ +1.70% (-$948.8K) YoY +538814.66% (+$56.6M)
(VUGcusip922908736)	150.2K	QoQ -1.48% (-2.3K) YoY -6.61% (-10.6K)	All Managers (Combined)	$55.7M	QoQ -10.99% (-$6.9M) YoY +0.60% (-$334.9K)
(cusip78464A474)✕	1.6M	QoQ -0.48% (-7.8K) YoY -0.94% (-15.3K)	All Managers (Combined)	$48.2M	QoQ +0.31% (-$152.0K) YoY +0.14% (-$71.6K)
Colgate Palmolive Co(CLcusip194162103)	507.1K	QoQ +1.69% (+8.4K) YoY -1.90% (-9.9K)	All Managers (Combined)	$47.5M	QoQ +4.81% (+$2.2M) YoY +2.06% (-$963.0K)
Johnson & Johnson(JNJcusip478160104)	280.2K	QoQ +3.07% (+8.4K) YoY +9.95% (+25.4K)	All Managers (Combined)	$46.5M	QoQ +18.20% (+$7.2M) YoY +15.27% (+$6.2M)
(cusip46434V613)✕	925.0K	QoQ +3.80% (+33.9K) YoY +10.74% (+89.8K)	All Managers (Combined)	$42.6M	QoQ +5.82% (+$2.3M) YoY +11.93% (+$4.5M)