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CIK: 0001278573
Total reported value
$4.3B
$4.3B
236 檔
13.6%
In Q1 2025, Destination Wealth Management's U.S. equity holdings reached a combined market value of $4.3B, distributed across 236 disclosed stock positions.
In Q1 2025, Destination Wealth Management displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 236 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.63% | +0.07% | -4.41% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.51% | -0.24% | +5.16% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 3.00% | -0.13% | +0.95% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.63% | +0.48% | +2.87% | |
| 5 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.55% | -0.17% | +7.52% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.42% | -0.20% | +2.61% | |
| 7 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-Other | 2.37% | -0.13% | +3.40% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.33% | -0.16% | +1.96% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.23% | +0.09% | +1.06% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.19% | -0.28% | -1.59% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.16% | +0.09% | +1.04% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.98% | +0.04% | -2.81% | |
| 13 | IDU | Ishares US Utilities ETF | ETF-Other | 1.98% | -0.21% | -0.46% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | +0.10% | -1.16% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.85% | +0.93% | +1.16% | |
| 16 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.85% | +0.39% | +0.78% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.78% | -0.07% | -2.29% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.76% | +0.10% | -1.49% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.70% | -0.01% | -3.85% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.12% | +2.09% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | +0.16% | -0.23% | |
| 22 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.52% | -0.02% | -0.48% | |
| 23 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.50% | -0.01% | +1.69% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.46% | -0.13% | +3.08% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.34% | -0.10% | +3.80% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.06% | -1.19% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.23% | -0.13% | -30.08% | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 1.13% | -0.03% | +7.08% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.11% | -0.03% | -1.01% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 1.01% | -0.10% | -0.39% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.01% | -0.17% | -1.90% | |
| 32 | WM | Waste Management Inc | Stock-Industrials | 0.98% | -0.09% | -1.38% | |
| 33 | AXP | American Express Co | Stock-Financials | 0.93% | — | -3.32% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.91% | -0.08% | -1.47% | |
| 35 | ICE | Intercontinental Exchange In | Stock-Financials | 0.91% | -0.20% | -0.93% | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.90% | -0.04% | +1.44% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.87% | -0.18% | -5.52% | |
| 38 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.85% | -0.07% | +3.07% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.84% | +0.19% | +0.38% | |
| 40 | AFL | Aflac Inc | Stock-Financials | 0.83% | -0.02% | -1.25% | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 0.82% | -0.08% | -0.59% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.81% | -0.03% | -1.73% | |
| 43 | ECL | Ecolab Inc | Stock-Materials | 0.81% | -0.03% | -0.08% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.81% | -0.13% | -0.26% | |
| 45 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.80% | -0.09% | +3.84% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.79% | -0.03% | -24.26% | |
| 47 | COF | Capital One Financial CORP | Stock-Financials | 0.78% | -0.02% | -3.46% | |
| 48 | ADI | Analog Devices Inc | Stock-Tech | 0.78% | +0.06% | +1.38% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.24% | +7.95% | |
| 50 | PAVE | Global X US Infrastructure | ETF-Other | 0.76% | +0.02% | +0.17% |
According to official SEC Form 13F filings, Destination Wealth Management reported a total U.S. public equity portfolio value of $4.3B across 236 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AGG, SDY) accounted for 13.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $178.6M
During Q1 2025, Destination Wealth Management's top holdings by market value included AAPL (5.6%)、AGG (4.5%)、SDY (3.0%). The largest single position, AAPL, represented 5.6% of total portfolio value.
In Q1 2025, Destination Wealth Management made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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