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CIK: 0001278573
Total reported value
$4.3B
$4.3B
264 檔
15.5%
At the close of Q3 2025, Destination Wealth Management disclosed equity holdings valued at approximately $4.3B, spread across 264 reported holdings.
In Q3 2025, Destination Wealth Management displayed an active expansion posture, initiating 42 new positions and adding to 84 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 264 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.13% | +0.07% | +3.45% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.25% | -0.24% | +5.42% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.74% | +0.48% | +0.79% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.69% | -0.13% | -0.09% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.52% | -0.12% | +0.64% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.34% | +0.09% | +1.01% | |
| 7 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.30% | -0.17% | +2.40% | |
| 8 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-Other | 2.21% | -0.13% | +4.14% | |
| 9 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.19% | +0.39% | -1.72% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.19% | +0.09% | +0.43% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.17% | -0.20% | +2.52% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.14% | +0.16% | -1.44% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.12% | -0.16% | +2.54% | |
| 14 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.08% | +0.47% | +10.00% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.93% | +0.10% | -1.69% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | +0.10% | -1.04% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.87% | -0.01% | +0.50% | |
| 18 | IDU | Ishares US Utilities ETF | ETF-Other | 1.87% | -0.21% | -0.55% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.86% | +0.93% | +0.81% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.82% | -0.28% | +0.15% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | +0.04% | +0.42% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.60% | -0.07% | +0.69% | |
| 23 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.55% | -0.14% | +1.65% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.48% | -0.13% | +1.40% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.44% | -0.06% | +39.41% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.23% | -0.10% | +2.57% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.21% | +0.24% | +14.02% | |
| 28 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.16% | -0.01% | +3.17% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.07% | -0.03% | -0.65% | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 1.04% | -0.03% | +4.18% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.01% | -0.17% | -1.08% | |
| 32 | AXP | American Express Co | Stock-Financials | 0.98% | — | -0.48% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.90% | -0.08% | -1.24% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.89% | -0.10% | +0.67% | |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.89% | -0.13% | -5.96% | |
| 36 | BX | Blackstone Inc | Stock-Financials | 0.87% | -0.03% | -1.14% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.85% | -0.04% | +5.29% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.18% | -2.30% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.84% | +0.19% | +3.43% | |
| 40 | PAVE | Global X US Infrastructure | ETF-Other | 0.84% | +0.02% | -0.55% | |
| 41 | ADI | Analog Devices Inc | Stock-Tech | 0.83% | +0.06% | +0.18% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.82% | -0.09% | +1.45% | |
| 43 | ASML | ASML Holding N.V. | Stock-Tech | 0.80% | +0.28% | +2.06% | |
| 44 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.78% | -0.07% | +2.53% | |
| 45 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.78% | -0.09% | +7.26% | |
| 46 | ICE | Intercontinental Exchange In | Stock-Financials | 0.77% | -0.20% | -0.12% | |
| 47 | ECL | Ecolab Inc | Stock-Materials | 0.76% | -0.03% | -0.83% | |
| 48 | COF | Capital One Financial CORP | Stock-Financials | 0.74% | -0.02% | -3.97% | |
| 49 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.73% | +0.16% | -1.05% | |
| 50 | AFL | Aflac Inc | Stock-Financials | 0.72% | -0.02% | +0.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | +0.64% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.44% | Trim |
| 3 | AAPL | Apple Inc | +0.5% | +3.45% | Add |
| 4 | ISRG | Intuitive Surgical Inc | +0.5% | +51.03% | Add |
| 5 | LLY | Eli Lilly & Co | +0.4% | +14.02% | Add |
| 6 | IGM | Ishares Expanded Tech Sector | +0.3% | -1.72% | Trim |
| 7 | ASML | ASML Holding N.V. | +0.2% | +2.06% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | +0.2% | +1.01% | Add |
| 9 | VUG | Vanguard Growth ETF | +0.2% | -1.69% | Trim |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +0.50% | Trim |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +39.41% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +41.04% | Add |
| 13 | EAGG | Ishares Esg Aware US Aggrega | +0.1% | +8.53% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | -5.64% | Trim |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.79% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +9.65% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +1.86% | Add |
| 18 | PAVE | Global X US Infrastructure | +0.1% | -0.55% | Trim |
| 19 | AVGO | Broadcom Inc | +0.1% | +3.49% | Trim |
| 20 | BX | Blackstone Inc | +0.1% | -1.14% | Add |
| 21 | AXP | American Express Co | +0.1% | -0.48% | Trim |
| 22 | ADI | Analog Devices Inc | +0.1% | +0.18% | Add |
| 23 | SUSA | Ishares Esg Optimized Msci U | +0.1% | +39.55% | Add |
| 24 | ROST | Ross Stores Inc | 0% | +2.29% | Add |
| 25 | VOO | Vanguard S&p 500 ETF | 0% | +15.67% | Add |
| 26 | SMH | Vaneck Semiconductor ETF | 0% | — | Trim |
| 27 | XOM | Exxon Mobil CORP | 0% | +94.56% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | +1.40% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | +6.09% | Trim |
| 30 | IXP | Ishares Global Comm Services | 0% | -1.54% | Trim |
| 31 | META | Meta Platforms Inc-class A | 0% | +6.12% | Add |
| 32 | IBM | Intl Business Machines CORP | 0% | +101.51% | Add |
| 33 | GS | Goldman Sachs Group Inc | 0% | +98.79% | Add |
| 34 | ORCL | Oracle CORP | 0% | +10.99% | Add |
| 35 | SCHM | Schwab US Mid Cap ETF | 0% | +3.89% | Add |
| 36 | NFLX | Netflix Inc | 0% | +19.02% | Add |
| 37 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.81% | Add |
| 38 | HACK | Amplify Cybersecurity ETF | 0% | -1.05% | Trim |
| 39 | LMT | Lockheed Martin CORP | 0% | +2.09% | Add |
| 40 | IWB | Ishares Russell 1000 ETF | 0% | -3.76% | Add |
| 41 | SUB | Ishares Short-term National | 0% | +12.46% | Add |
| 42 | AMD | Advanced Micro Devices | 0% | +2.24% | Trim |
| 43 | PWZ | Invesco California Amt-free | 0% | +66.97% | Add |
| 44 | SCHA | Schwab US Small-cap ETF | 0% | +3.40% | Trim |
| 45 | INTC | Intel CORP | 0% | +14.25% | Add |
| 46 | MS | Morgan Stanley | 0% | +25.12% | Add |
| 47 | AMAT | Applied Materials Inc | 0% | +3.68% | Add |
| 48 | VNQ | Vanguard Real Estate ETF | 0% | +3.53% | Add |
| 49 | VYM | Vanguard High Dvd Yield ETF | 0% | +44.42% | Add |
| 50 | GLW | Corning Inc | 0% | — | Add |
According to official SEC Form 13F filings, Destination Wealth Management reported a total U.S. public equity portfolio value of $4.3B across 264 disclosed positions in Q3 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, IJR) accounted for 15.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
PYLD
市值: $75.6M
Top Position Liquidated / Trimmed
AKX
前期市值: $22.2M
During Q3 2025, Destination Wealth Management's top holdings by market value included AAPL (6.1%)、AGG (4.3%)、IJR (2.7%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q3 2025, Destination Wealth Management made 200 total portfolio adjustments, initiating 42 new buys, adding to 84 positions, trimming 59 holdings, and fully liquidating 15 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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