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CIK: 0001278573
Total reported value
$4.3B
$4.3B
229 檔
13.9%
The Q4 2024 SEC filing reveals that Destination Wealth Management held a total portfolio value of $4.3B, covering 229 public equity positions.
In Q4 2024, Destination Wealth Management displayed an active expansion posture, initiating 19 new positions and adding to 96 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AGG, SDY) accounted for 13.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $1.3M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $1.1M
Showing top 200 holdings (of 229 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.52% | +0.07% | -1.12% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.17% | -0.24% | +2.38% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.88% | -0.13% | -0.63% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.79% | +0.48% | -1.87% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.29% | +0.09% | -3.13% | |
| 6 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-Other | 2.29% | -0.13% | +1.21% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.27% | -0.20% | +1.70% | |
| 8 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.26% | -0.17% | -2.73% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.24% | -0.16% | +1.32% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | +0.10% | -2.74% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.14% | -0.28% | -3.62% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.05% | +0.09% | +1.32% | |
| 13 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.05% | +0.39% | -4.16% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.96% | +0.10% | -2.74% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.94% | +0.93% | -1.19% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.91% | +0.16% | -1.79% | |
| 17 | IDU | Ishares US Utilities ETF | ETF-Other | 1.87% | -0.21% | -2.35% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | -0.12% | -0.69% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.82% | +0.04% | -1.36% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.74% | -0.07% | -2.00% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | -0.01% | -3.67% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.72% | -0.13% | +128.85% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.50% | -0.02% | +0.36% | |
| 24 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.42% | -0.01% | -0.15% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.26% | -0.10% | +1.94% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.23% | -0.13% | +1.24% | |
| 27 | DHR | Danaher CORP | Stock-Healthcare | 1.17% | -0.03% | +2.52% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.09% | -0.03% | +221.22% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.08% | -0.06% | -0.59% | |
| 30 | AXP | American Express Co | Stock-Financials | 1.05% | — | -5.04% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.04% | -0.08% | -2.83% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.03% | -0.03% | +1.26% | |
| 33 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.01% | -0.17% | -1.92% | |
| 34 | BX | Blackstone Inc | Stock-Financials | 1.01% | -0.03% | -6.31% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.18% | -5.16% | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.88% | -0.04% | +1.93% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.86% | -0.09% | -0.51% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.86% | -0.10% | +0.68% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.83% | +0.19% | +0.72% | |
| 40 | PAVE | Global X US Infrastructure | ETF-Other | 0.81% | +0.02% | -2.45% | |
| 41 | ADI | Analog Devices Inc | Stock-Tech | 0.81% | +0.06% | +0.97% | |
| 42 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.80% | -0.07% | +0.77% | |
| 43 | COF | Capital One Financial CORP | Stock-Financials | 0.80% | -0.02% | -4.02% | |
| 44 | SYK | Stryker CORP | Stock-Healthcare | 0.79% | -0.08% | -1.53% | |
| 45 | ICE | Intercontinental Exchange In | Stock-Financials | 0.79% | -0.20% | -2.26% | |
| 46 | AFL | Aflac Inc | Stock-Financials | 0.77% | -0.02% | -2.70% | |
| 47 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.76% | -0.09% | +1.07% | |
| 48 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.76% | +0.16% | -1.99% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.74% | -0.13% | -1.62% | |
| 50 | ECL | Ecolab Inc | Stock-Materials | 0.74% | -0.03% | -1.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | -1.12% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.3% | -2.74% | Trim |
| 3 | V | Visa Inc-class A Shares | +0.2% | -1.36% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.79% | Trim |
| 5 | TSLA | Tesla Inc | +0.2% | +74.11% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -3.67% | Trim |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | +0.2% | +128.85% | Add |
| 8 | DIS | Walt Disney Co/the | +0.1% | -2.83% | Trim |
| 9 | COF | Capital One Financial CORP | +0.1% | -4.02% | Trim |
| 10 | SCHX | Schwab US Large-cap ETF | +0.1% | +221.22% | Add |
| 11 | MA | Mastercard Inc - A | +0.1% | -2.00% | Trim |
| 12 | VUG | Vanguard Growth ETF | +0.1% | -2.74% | Trim |
| 13 | ORLY | O'reilly Automotive Inc | +0.1% | +10.85% | Add |
| 14 | CTAS | Cintas CORP | +0.1% | +432.52% | Add |
| 15 | WMT | Walmart Inc | +0.1% | -5.16% | Trim |
| 16 | BX | Blackstone Inc | +0.1% | -6.31% | Trim |
| 17 | HACK | Amplify Cybersecurity ETF | +0.1% | -1.99% | Trim |
| 18 | IGM | Ishares Expanded Tech Sector | +0.1% | -4.16% | Trim |
| 19 | AKX | Ansys Inc | +0.1% | +0.05% | Add |
| 20 | NVDA | Nvidia CORP | 0% | +4.57% | Add |
| 21 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 22 | AXP | American Express Co | 0% | -5.04% | Trim |
| 23 | AVGO | Broadcom Inc | 0% | +6.21% | Add |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +1.70% | Add |
| 25 | LQDH | Ishares Int Hedg CORP Bd ETF | 0% | +1.21% | Add |
| 26 | SCHB | Schwab US Broad Market ETF | 0% | +232.37% | Add |
| 27 | XOM | Exxon Mobil CORP | 0% | +122.22% | Add |
| 28 | GOOG | Alphabet Inc-cl C | 0% | +3.95% | Add |
| 29 | META | Meta Platforms Inc-class A | 0% | +21.10% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +4.00% | Add |
| 31 | GS | Goldman Sachs Group Inc | 0% | NEW | New buy |
| 32 | VGT | Vanguard Info Tech ETF | 0% | NEW | New buy |
| 33 | MINT | Pimco Enhanced Short Maturit | 0% | +1.93% | Add |
| 34 | NFLX | Netflix Inc | 0% | +19.02% | Add |
| 35 | COST | Costco Wholesale CORP | 0% | -3.62% | Trim |
| 36 | WEAV | Weave Communications Inc | 0% | NEW | New buy |
| 37 | AMGN | Amgen Inc | 0% | NEW | New buy |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | +20.79% | Add |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +1.32% | Add |
| 40 | GILD | Gilead Sciences Inc | 0% | NEW | New buy |
| 41 | WFC | Wells Fargo & Co | 0% | +85.56% | Add |
| 42 | NOW | Servicenow Inc | 0% | NEW | New buy |
| 43 | HON | Honeywell International Inc | 0% | +106.81% | Add |
| 44 | IDXX | Idexx Laboratories Inc | 0% | NEW | New buy |
| 45 | IBM | Intl Business Machines CORP | 0% | +61.81% | Add |
| 46 | PLUS | Eplus Inc | 0% | NEW | New buy |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | 0% | NEW | New buy |
| 48 | TJX | Tjx Companies Inc | 0% | -1.92% | Trim |
| 49 | VCIT | Vanguard Int-term Corporate | 0% | NEW | New buy |
| 50 | XLK | Ss Technology Select Sector | 0% | NEW | New buy |
According to official SEC Form 13F filings, Destination Wealth Management reported a total U.S. public equity portfolio value of $4.3B across 229 disclosed positions in Q4 2024.
During Q4 2024, Destination Wealth Management's top holdings by market value included AAPL (6.5%)、AGG (4.2%)、SDY (2.9%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q4 2024, Destination Wealth Management made 198 total portfolio adjustments, initiating 19 new buys, adding to 96 positions, trimming 73 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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