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CIK: 0001278573
Total reported value
$4.3B
$4.3B
252 檔
13.8%
As reported in its official Q2 2025 Form 13F filing, Destination Wealth Management's tracked investment portfolio stood at $4.3B with 252 total positions.
In Q2 2025, Destination Wealth Management displayed an active expansion posture, initiating 28 new positions and adding to 87 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 252 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.08% | +0.07% | +5.08% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.25% | -0.24% | +0.96% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.78% | -0.13% | -0.54% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.66% | +0.48% | +4.19% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.56% | -0.12% | +22.48% | |
| 6 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.36% | -0.17% | +1.53% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.25% | +0.09% | +0.62% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.24% | -0.20% | +0.32% | |
| 9 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-Other | 2.23% | -0.13% | +0.93% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.19% | -0.16% | +0.41% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.15% | +0.09% | -6.10% | |
| 12 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.11% | +0.39% | -0.71% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.07% | -0.28% | -2.59% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | +0.10% | +0.17% | |
| 15 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.99% | +0.47% | — | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.91% | +0.10% | -1.01% | |
| 17 | IDU | Ishares US Utilities ETF | ETF-Other | 1.88% | -0.21% | -0.76% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.87% | +0.93% | +2.11% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.83% | +0.04% | -2.02% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.83% | -0.01% | -2.60% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | +0.16% | +1.17% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.68% | -0.07% | -1.54% | |
| 23 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.61% | -0.14% | — | |
| 24 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.36% | -0.01% | +0.94% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.28% | -0.13% | +1.96% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.26% | -0.10% | +0.60% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.15% | +0.24% | +69.20% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.10% | -0.03% | -2.91% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | -0.06% | -1.17% | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 1.06% | -0.03% | +4.49% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.05% | -0.08% | -1.50% | |
| 32 | AXP | American Express Co | Stock-Financials | 1.01% | — | -2.03% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.00% | -0.13% | -13.32% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.96% | -0.10% | -0.25% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.93% | -0.17% | -1.94% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.89% | -0.09% | -0.94% | |
| 37 | ICE | Intercontinental Exchange In | Stock-Financials | 0.89% | -0.20% | -1.19% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.18% | -2.61% | |
| 39 | ADI | Analog Devices Inc | Stock-Tech | 0.86% | +0.06% | +1.00% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.86% | -0.04% | +2.50% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.83% | +0.19% | +2.26% | |
| 42 | COF | Capital One Financial CORP | Stock-Financials | 0.82% | -0.02% | -4.53% | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.82% | -0.03% | +1.66% | |
| 44 | PAVE | Global X US Infrastructure | ETF-Other | 0.82% | +0.02% | +0.09% | |
| 45 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.81% | -0.07% | +1.94% | |
| 46 | SYK | Stryker CORP | Stock-Healthcare | 0.80% | -0.08% | -0.49% | |
| 47 | ECL | Ecolab Inc | Stock-Materials | 0.80% | -0.03% | -0.19% | |
| 48 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.78% | +0.16% | -2.52% | |
| 49 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.77% | -0.09% | +3.23% | |
| 50 | AKX | Ansys Inc | Stock-Other | 0.73% | — | +0.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | +2% | NEW | New buy |
| 2 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +1.6% | NEW | New buy |
| 3 | MSFT | Microsoft CORP | +0.9% | +22.48% | Add |
| 4 | ISRG | Intuitive Surgical Inc | +0.4% | +3272.80% | Add |
| 5 | LLY | Eli Lilly & Co | +0.4% | +69.20% | Add |
| 6 | IGM | Ishares Expanded Tech Sector | +0.3% | -0.71% | Trim |
| 7 | VUG | Vanguard Growth ETF | +0.2% | -1.01% | Trim |
| 8 | AMZN | Amazon.com Inc | +0.1% | +0.17% | Add |
| 9 | DIS | Walt Disney Co/the | +0.1% | -1.50% | Trim |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -2.60% | Trim |
| 11 | EAGG | Ishares Esg Aware US Aggrega | +0.1% | +38.30% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.17% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | -5.66% | Trim |
| 14 | RAL | Ralliant CORP | +0.1% | NEW | New buy |
| 15 | IEMG | Ishares Core Msci Emerging | +0.1% | +0.62% | Add |
| 16 | AXP | American Express Co | +0.1% | -2.03% | Trim |
| 17 | ADI | Analog Devices Inc | +0.1% | +1.00% | Add |
| 18 | ASML | ASML Holding N.V. | +0.1% | +1.15% | Add |
| 19 | HACK | Amplify Cybersecurity ETF | +0.1% | -2.52% | Trim |
| 20 | PAVE | Global X US Infrastructure | +0.1% | +0.09% | Add |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | NEW | New buy |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +7.84% | Add |
| 23 | AVGO | Broadcom Inc | +0.1% | -7.59% | Trim |
| 24 | COF | Capital One Financial CORP | 0% | -4.53% | Trim |
| 25 | IJR | Ishares Core S&p Small-cap E | 0% | +4.19% | Add |
| 26 | AKX | Ansys Inc | 0% | +0.56% | Add |
| 27 | TSLA | Tesla Inc | 0% | +3.35% | Add |
| 28 | VEA | Vanguard Ftse Developed ETF | 0% | NEW | New buy |
| 29 | GOOG | Alphabet Inc-cl C | 0% | +10.55% | Add |
| 30 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.11% | Add |
| 31 | IXP | Ishares Global Comm Services | 0% | +0.04% | Add |
| 32 | META | Meta Platforms Inc-class A | 0% | -2.59% | Trim |
| 33 | SMH | Vaneck Semiconductor ETF | 0% | -0.13% | Trim |
| 34 | NFLX | Netflix Inc | 0% | +8.95% | Add |
| 35 | UPS | United Parcel Service-cl B | 0% | NEW | New buy |
| 36 | TT | Trane Technologies plc | 0% | NEW | New buy |
| 37 | WMT | Walmart Inc | 0% | -2.61% | Trim |
| 38 | BX | Blackstone Inc | 0% | +1.66% | Add |
| 39 | IDV | Ishares International Select | 0% | -3.11% | Trim |
| 40 | IWB | Ishares Russell 1000 ETF | 0% | +5.76% | Add |
| 41 | SCHM | Schwab US Mid Cap ETF | 0% | +23.51% | Add |
| 42 | SUB | Ishares Short-term National | 0% | +52.41% | Add |
| 43 | SUSA | Ishares Esg Optimized Msci U | 0% | +2.88% | Add |
| 44 | SPEM | State Street Sp Ptf Em ETF | 0% | NEW | New buy |
| 45 | ORCL | Oracle CORP | 0% | -3.84% | Trim |
| 46 | DFUV | Dimensional US Marketwide Va | 0% | NEW | New buy |
| 47 | DFAT | Dimensional US Target Value | 0% | NEW | New buy |
| 48 | AMD | Advanced Micro Devices | 0% | -7.34% | Trim |
| 49 | MO | Altria Group Inc | 0% | NEW | New buy |
| 50 | TXN | Texas Instruments Inc | 0% | +84.77% | Add |
According to official SEC Form 13F filings, Destination Wealth Management reported a total U.S. public equity portfolio value of $4.3B across 252 disclosed positions in Q2 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 13.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
PYLD
市值: $68.0M
Top Position Liquidated / Trimmed
VXF
前期市值: $1.3M
During Q2 2025, Destination Wealth Management's top holdings by market value included AAPL (5.1%)、AGG (4.3%)、SDY (2.8%). The largest single position, AAPL, represented 5.1% of total portfolio value.
In Q2 2025, Destination Wealth Management made 195 total portfolio adjustments, initiating 28 new buys, adding to 87 positions, trimming 67 holdings, and fully liquidating 13 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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