YCMNET Advisors
Latest statistics and disclosures from Destination Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AGG, IJR, GOOGL, MSFT, and represent 17.86% of Destination Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BAI (+$47M), SCHZ (+$13M), SCHX (+$12M), UL (+$8.0M), MSFT (+$5.8M), PYLD (+$5.6M), AGG (+$5.5M), FLOT, SOXX, SCHB.
- Started 36 new stock positions in FTCA, ANET, SCCR, OLED, BAI, IPGP, MKL, SOXX, PZZA, AX.
- Reduced shares in these 10 stocks: DHR (-$39M), Unilever (-$7.9M), SDY (-$6.2M), ZTS, SNPS, IVV, GOOGL, VUG, AAPL, TLH.
- Sold out of its positions in AXTI, CDLX, GD, IWY, NKE, PANW, PAYX, SCHC, SRE, NOW. Unilever, VYMI.
- Destination Wealth Management was a net buyer of stock by $115M.
- Destination Wealth Management has $3.8B in assets under management (AUM), dropping by 5.36%.
- Central Index Key (CIK): 0001278573
Tip: Access up to 7 years of quarterly data
Positions held by YCMNET Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Destination Wealth Management
Destination Wealth Management holds 288 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.1 | $236M | 866k | 271.86 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 4.2 | $159M | +3% | 1.6M | 99.88 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.6 | $101M | 840k | 120.18 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $98M | -2% | 313k | 313.00 |
|
| Microsoft Corporation (MSFT) | 2.4 | $91M | +6% | 189k | 483.62 |
|
| Spdr Series Trust State Street Spd (SDY) | 2.4 | $91M | -6% | 654k | 139.16 |
|
| Ishares Core Msci Emkt (IEMG) | 2.3 | $87M | 1.3M | 67.22 |
|
|
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 2.2 | $83M | +4% | 892k | 93.35 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.1 | $82M | +4% | 798k | 102.39 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 2.1 | $81M | 625k | 129.16 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 2.1 | $81M | +7% | 3.0M | 26.68 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 2.1 | $81M | -2% | 794k | 101.67 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.1 | $79M | +3% | 1.5M | 52.88 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $78M | -4% | 113k | 684.94 |
|
| Amazon (AMZN) | 1.9 | $75M | +3% | 324k | 230.82 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.8 | $69M | 1.0M | 66.00 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 1.8 | $69M | -3% | 141k | 487.86 |
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $69M | 213k | 322.22 |
|
|
| Ishares Tr U.s. Utilits Etf (IDU) | 1.7 | $66M | 609k | 108.36 |
|
|
| Costco Wholesale Corporation (COST) | 1.7 | $64M | +3% | 74k | 862.34 |
|
| Visa Com Cl A (V) | 1.6 | $63M | 179k | 350.71 |
|
|
| Eli Lilly & Co. (LLY) | 1.6 | $61M | 57k | 1074.69 |
|
|
| Johnson & Johnson (JNJ) | 1.6 | $60M | 289k | 206.95 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.5 | $59M | 104k | 570.88 |
|
|
| Spdr Series Trust State Street Spd (SPTL) | 1.5 | $57M | 2.1M | 26.47 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $55M | +5% | 110k | 502.65 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 1.2 | $47M | +5% | 1.0M | 46.54 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 1.2 | $47M | NEW | 1.4M | 33.30 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.2 | $46M | +41% | 1.9M | 23.37 |
|
| Colgate-Palmolive Company (CL) | 1.1 | $42M | 535k | 79.02 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.0 | $40M | 419k | 96.03 |
|
|
| TJX Companies (TJX) | 1.0 | $39M | 253k | 153.61 |
|
|
| American Express Company (AXP) | 1.0 | $39M | -2% | 105k | 369.95 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.0 | $38M | +48% | 1.4M | 26.91 |
|
| Analog Devices (ADI) | 0.9 | $35M | 127k | 271.20 |
|
|
| Wal-Mart Stores (WMT) | 0.9 | $34M | 301k | 111.41 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.9 | $33M | +17% | 646k | 50.86 |
|
| Walt Disney Company (DIS) | 0.8 | $32M | 282k | 113.77 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.8 | $32M | +3% | 318k | 100.34 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.8 | $32M | 30k | 1069.85 |
|
|
| Qualcomm (QCOM) | 0.8 | $31M | 183k | 171.05 |
|
|
| Abbott Laboratories (ABT) | 0.8 | $31M | 245k | 125.29 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.8 | $30M | 637k | 47.79 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.8 | $30M | +5% | 613k | 48.75 |
|
| Waste Management (WM) | 0.8 | $30M | 136k | 219.71 |
|
|
| Capital One Financial (COF) | 0.8 | $29M | -4% | 121k | 242.36 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $29M | 188k | 154.14 |
|
|
| Intercontinental Exchange (ICE) | 0.7 | $27M | 166k | 161.96 |
|
|
| Ecolab (ECL) | 0.7 | $27M | 101k | 262.52 |
|
|
| AFLAC Incorporated (AFL) | 0.7 | $26M | 235k | 110.27 |
|
|
| McDonald's Corporation (MCD) | 0.7 | $26M | +5% | 83k | 305.63 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.6 | $25M | 305k | 80.37 |
|
|
| Stryker Corporation (SYK) | 0.6 | $25M | 70k | 351.47 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.6 | $24M | +5% | 42k | 566.36 |
|
| Thermo Fisher Scientific (TMO) | 0.6 | $23M | +2% | 40k | 579.45 |
|
| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.6 | $22M | +5% | 500k | 44.20 |
|
| Verizon Communications (VZ) | 0.6 | $22M | 538k | 40.73 |
|
|
| Ross Stores (ROST) | 0.6 | $21M | 118k | 180.14 |
|
|
| Ishares Tr Gov/cred Bd Etf (GBF) | 0.5 | $21M | +4% | 201k | 104.70 |
|
| O'reilly Automotive (ORLY) | 0.5 | $21M | 228k | 91.21 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.5 | $21M | +3% | 435k | 47.85 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $21M | +13% | 110k | 186.50 |
|
| Pfizer (PFE) | 0.5 | $20M | -4% | 818k | 24.90 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $18M | +23% | 57k | 313.80 |
|
| American Tower Reit (AMT) | 0.4 | $17M | -7% | 98k | 175.57 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $16M | -6% | 24k | 681.93 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $15M | 387k | 39.45 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $14M | -2% | 45k | 314.80 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.4 | $14M | +4% | 266k | 51.77 |
|
| Broadcom (AVGO) | 0.4 | $14M | +31% | 40k | 346.10 |
|
| Tesla Motors (TSLA) | 0.3 | $13M | 29k | 449.72 |
|
|
| Zoetis Cl A (ZTS) | 0.3 | $13M | -23% | 104k | 125.82 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $13M | +11% | 21k | 614.30 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $12M | +2% | 237k | 51.60 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $11M | 332k | 33.45 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $11M | +60% | 402k | 26.23 |
|
| Vanguard World Mega Cap Index (MGC) | 0.3 | $9.7M | 39k | 251.17 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.3 | $9.7M | +5% | 104k | 93.08 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.2 | $9.0M | +3% | 355k | 25.24 |
|
| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.2 | $8.8M | -8% | 73k | 121.22 |
|
| Synopsys (SNPS) | 0.2 | $8.7M | -30% | 19k | 469.72 |
|
| Meta Platforms Cl A (META) | 0.2 | $8.6M | +74% | 13k | 660.10 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $8.3M | 17k | 483.68 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $8.0M | +2% | 56k | 143.31 |
|
| Unilever Spon Adr New (UL) | 0.2 | $8.0M | NEW | 122k | 65.40 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $7.7M | 12k | 627.12 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $7.3M | +4% | 136k | 53.88 |
|
| Coca-Cola Company (KO) | 0.2 | $7.2M | +2% | 103k | 69.91 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.2 | $6.2M | 44k | 139.35 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $6.2M | +122% | 205k | 30.07 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $6.1M | 16k | 373.44 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $6.1M | -3% | 134k | 45.51 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $6.0M | +6% | 249k | 24.04 |
|
| Pepsi (PEP) | 0.2 | $5.8M | +2% | 40k | 143.52 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $5.6M | 19k | 287.86 |
|
|
| Chevron Corporation (CVX) | 0.1 | $5.3M | +2% | 35k | 152.41 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $5.3M | +2% | 28k | 190.99 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $5.2M | +5% | 67k | 77.68 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $5.2M | +70% | 29k | 177.75 |
|
| Danaher Corporation (DHR) | 0.1 | $4.9M | -88% | 21k | 228.92 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $4.8M | 13k | 360.13 |
|
|
| Pimco Etf Tr Enhancd Short (EMNT) | 0.1 | $4.7M | +6% | 48k | 98.57 |
|
| Spdr Series Trust State Street Spd (SPSB) | 0.1 | $4.7M | -6% | 154k | 30.20 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $4.6M | -10% | 45k | 100.89 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $4.3M | NEW | 14k | 301.14 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $4.1M | +24% | 34k | 120.34 |
|
| Cintas Corporation (CTAS) | 0.1 | $3.6M | +4% | 19k | 188.07 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $3.5M | 124k | 28.48 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $3.5M | 107k | 32.75 |
|
|
| Spdr Series Trust State Street Spd (SPAB) | 0.1 | $3.1M | +12% | 121k | 25.75 |
|
| Netflix (NFLX) | 0.1 | $2.9M | +1647% | 31k | 93.76 |
|
| Advanced Micro Devices (AMD) | 0.1 | $2.9M | +12% | 14k | 214.16 |
|
| United Parcel Service CL B (UPS) | 0.1 | $2.7M | +286% | 28k | 99.19 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.7M | 30k | 88.49 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $2.7M | +117% | 14k | 194.92 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $2.6M | 122k | 21.00 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $2.5M | +92% | 44k | 57.46 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $2.5M | -2% | 6.3k | 393.90 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $2.4M | +58% | 23k | 106.70 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $2.4M | NEW | 19k | 131.03 |
|
| Ishares Tr Us Telecom Etf (IYZ) | 0.1 | $2.4M | 71k | 33.90 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.4M | +191% | 7.2k | 335.26 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.3M | +2% | 74k | 30.96 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.3M | +200% | 3.00 | 754800.00 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.1 | $2.2M | 27k | 82.50 |
|
|
| Cisco Systems (CSCO) | 0.1 | $2.1M | +123% | 27k | 77.03 |
|
| Bofi Holding (AX) | 0.1 | $2.1M | NEW | 24k | 86.16 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $2.1M | 34k | 62.15 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $2.0M | -3% | 40k | 50.88 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $2.0M | +30% | 62k | 32.62 |
|
| Dbx Etf Tr Xtrackers Msci (USSG) | 0.1 | $2.0M | +4% | 32k | 63.51 |
|
| International Business Machines (IBM) | 0.1 | $2.0M | -2% | 6.7k | 296.22 |
|
| Applied Materials (AMAT) | 0.0 | $1.8M | +11% | 7.2k | 256.98 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $1.8M | +16% | 17k | 110.15 |
|
| MercadoLibre (MELI) | 0.0 | $1.8M | NEW | 896.00 | 2014.26 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.8M | +11% | 29k | 62.47 |
|
| Goldman Sachs (GS) | 0.0 | $1.6M | 1.8k | 879.00 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $1.6M | -11% | 31k | 50.46 |
|
| Home Depot (HD) | 0.0 | $1.5M | -3% | 4.3k | 344.11 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.5M | +148% | 6.6k | 219.77 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $1.4M | 2.9k | 473.30 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $1.4M | 14k | 99.91 |
|
|
| Blackrock (BLK) | 0.0 | $1.3M | 1.3k | 1070.34 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $1.2M | -3% | 6.8k | 177.54 |
|
| Intuit (INTU) | 0.0 | $1.1M | NEW | 1.7k | 662.42 |
|
| Intel Corporation (INTC) | 0.0 | $1.1M | +15% | 30k | 36.90 |
|
| Nextera Energy (NEE) | 0.0 | $1.1M | +228% | 14k | 80.28 |
|
| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.0 | $1.1M | -31% | 20k | 53.66 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $1.0M | +15% | 5.5k | 183.40 |
|
| United Security Bancshares (UBFO) | 0.0 | $952k | -5% | 95k | 10.07 |
|
| Manhattan Associates (MANH) | 0.0 | $936k | NEW | 5.4k | 173.31 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $858k | NEW | 5.3k | 160.97 |
|
| Putnam Etf Trust Franklin Calif (FTCA) | 0.0 | $791k | NEW | 108k | 7.32 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $782k | +8% | 1.6k | 480.49 |
|
| Starbucks Corporation (SBUX) | 0.0 | $780k | +52% | 9.3k | 84.21 |
|
| Ishares U S Etf Tr Int Rt Hd Long (IGBH) | 0.0 | $763k | 31k | 24.63 |
|
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $756k | -15% | 5.9k | 128.83 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $752k | +83% | 10k | 75.44 |
|
| Boeing Company (BA) | 0.0 | $752k | 3.5k | 217.10 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $745k | +51% | 27k | 27.43 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $744k | 10k | 71.62 |
|
|
| McKesson Corporation (MCK) | 0.0 | $734k | +179% | 895.00 | 820.29 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $733k | -24% | 5.1k | 143.52 |
|
| Caterpillar (CAT) | 0.0 | $732k | 1.3k | 573.08 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $729k | 8.1k | 89.46 |
|
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $728k | -48% | 30k | 24.16 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $717k | +19% | 951.00 | 753.46 |
|
| Corning Incorporated (GLW) | 0.0 | $704k | 8.0k | 87.56 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $702k | +222% | 9.5k | 74.07 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $697k | -6% | 1.5k | 453.36 |
|
| Bank of America Corporation (BAC) | 0.0 | $688k | -9% | 13k | 55.00 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $687k | +2% | 5.7k | 120.96 |
|
| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $686k | -2% | 23k | 29.58 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $675k | +29% | 12k | 54.77 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $667k | -20% | 3.5k | 191.57 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $641k | -5% | 16k | 39.59 |
|
| salesforce (CRM) | 0.0 | $629k | +136% | 2.4k | 264.86 |
|
| Southern Company (SO) | 0.0 | $619k | -2% | 7.1k | 87.20 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $618k | +119% | 1.8k | 349.99 |
|
| Medtronic SHS (MDT) | 0.0 | $612k | NEW | 6.4k | 96.06 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $612k | -8% | 3.6k | 171.18 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $599k | 13k | 44.65 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $593k | 4.9k | 121.62 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $565k | +13% | 3.8k | 148.98 |
|
| Fortive (FTV) | 0.0 | $557k | -21% | 10k | 55.21 |
|
| Cme (CME) | 0.0 | $555k | NEW | 2.0k | 273.08 |
|
| Ishares Tr Future Exponenti (XT) | 0.0 | $542k | -5% | 7.8k | 69.74 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $539k | +3% | 6.6k | 81.03 |
|
| Markel Corporation (MKL) | 0.0 | $537k | NEW | 250.00 | 2149.65 |
|
| Abbvie (ABBV) | 0.0 | $533k | +3% | 2.3k | 228.48 |
|
| Edwards Lifesciences (EW) | 0.0 | $530k | 6.2k | 85.25 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $528k | 3.2k | 162.63 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $528k | +52% | 19k | 27.21 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $524k | -2% | 774.00 | 676.53 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $521k | +2% | 4.4k | 117.22 |
|
| Piper Jaffray Companies (PIPR) | 0.0 | $510k | 1.5k | 339.71 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $505k | +53% | 1.6k | 308.11 |
|
| Travelers Companies (TRV) | 0.0 | $500k | 1.7k | 290.02 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $495k | -3% | 11k | 46.81 |
|
| Constellation Energy (CEG) | 0.0 | $495k | 1.4k | 353.22 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $494k | +42% | 1.3k | 389.20 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $492k | +2% | 1.2k | 396.31 |
|
| Automatic Data Processing (ADP) | 0.0 | $488k | 1.9k | 257.23 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $483k | +240% | 3.4k | 143.97 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $477k | -2% | 7.4k | 64.86 |
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $476k | -22% | 45k | 10.60 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $473k | NEW | 7.2k | 65.51 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $469k | +39% | 1.5k | 322.98 |
|
| Prologis (PLD) | 0.0 | $460k | 3.6k | 127.68 |
|
|
| Merck & Co (MRK) | 0.0 | $456k | -29% | 4.3k | 105.25 |
|
| Amgen (AMGN) | 0.0 | $456k | +2% | 1.4k | 327.40 |
|
| Marsh & McLennan Companies | 0.0 | $456k | NEW | 2.5k | 185.52 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $454k | +87% | 19k | 24.02 |
|
| Universal Display Corporation (OLED) | 0.0 | $445k | NEW | 3.8k | 116.78 |
|
| Wells Fargo & Company (WFC) | 0.0 | $439k | -3% | 4.7k | 93.20 |
|
| Spdr Series Trust State Street Spd (SPMD) | 0.0 | $432k | -13% | 7.5k | 57.91 |
|
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $430k | NEW | 27k | 15.85 |
|
| At&t (T) | 0.0 | $430k | -11% | 17k | 24.84 |
|
| S&p Global (SPGI) | 0.0 | $417k | +3% | 797.00 | 522.59 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $415k | -18% | 6.0k | 69.41 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $411k | -2% | 4.1k | 100.38 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $409k | +83% | 1.4k | 302.08 |
|
| Iron Mountain (IRM) | 0.0 | $397k | +11% | 4.8k | 82.95 |
|
| Ssga Active Etf Tr State Street Ult (ULST) | 0.0 | $396k | 9.8k | 40.51 |
|
|
| ConocoPhillips (COP) | 0.0 | $388k | -19% | 4.1k | 93.60 |
|
| Hp (HPQ) | 0.0 | $386k | +48% | 17k | 22.28 |
|
| Yum! Brands (YUM) | 0.0 | $382k | 2.5k | 151.26 |
|
|
| Gilead Sciences (GILD) | 0.0 | $380k | -11% | 3.1k | 122.73 |
|
| Cummins (CMI) | 0.0 | $379k | -22% | 742.00 | 510.45 |
|
| Honeywell International (HON) | 0.0 | $378k | -19% | 1.9k | 195.09 |
|
| Eversource Energy (ES) | 0.0 | $372k | +9% | 5.5k | 67.33 |
|
| Altria (MO) | 0.0 | $372k | +5% | 6.5k | 57.66 |
|
| Schwab Strategic Tr Core Bond Etf (SCCR) | 0.0 | $370k | NEW | 14k | 25.85 |
|
| Csw Industrials (CSW) | 0.0 | $361k | 1.2k | 293.53 |
|
|
| RPM International (RPM) | 0.0 | $360k | +4% | 3.5k | 103.99 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $355k | 3.8k | 94.16 |
|
|
| ePlus (PLUS) | 0.0 | $353k | 4.0k | 87.70 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $349k | 2.6k | 136.07 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $343k | NEW | 1.4k | 250.85 |
|
| Papa John's Int'l (PZZA) | 0.0 | $340k | NEW | 8.8k | 38.49 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $339k | 3.7k | 91.38 |
|
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.0 | $330k | 5.6k | 58.74 |
|
|
| Netease Sponsored Ads (NTES) | 0.0 | $330k | -7% | 2.4k | 137.62 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $320k | -4% | 3.4k | 93.97 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $314k | +17% | 2.9k | 109.91 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $313k | +11% | 1.3k | 246.16 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $312k | NEW | 1.8k | 173.53 |
|
| UnitedHealth (UNH) | 0.0 | $308k | -5% | 934.00 | 330.04 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $308k | -30% | 1.2k | 257.91 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $298k | +6% | 1.1k | 268.30 |
|
| Heritage Commerce (HTBK) | 0.0 | $297k | 25k | 12.01 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $295k | +4% | 1.6k | 181.22 |
|
| Old Republic International Corporation (ORI) | 0.0 | $289k | 6.3k | 45.64 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $288k | NEW | 946.00 | 303.89 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $280k | -32% | 1.6k | 173.54 |
|
| Jacobs Engineering Group (J) | 0.0 | $277k | NEW | 2.1k | 132.46 |
|
| Spdr Series Trust Bloomberg Intl (IBND) | 0.0 | $274k | 8.5k | 32.11 |
|
|
| Open Text Corp (OTEX) | 0.0 | $270k | NEW | 8.3k | 32.58 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $267k | 2.0k | 135.14 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $265k | +5% | 218.00 | 1215.08 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $264k | 4.4k | 59.54 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $259k | 1.3k | 203.19 |
|
|
| Spdr Series Trust State Street Spd (BILS) | 0.0 | $253k | 2.5k | 99.22 |
|
|
| Allstate Corporation (ALL) | 0.0 | $253k | 1.2k | 208.15 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $250k | 2.4k | 104.04 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $248k | +21% | 853.00 | 290.39 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $247k | 2.1k | 116.08 |
|
|
| Cardinal Health (CAH) | 0.0 | $247k | NEW | 1.2k | 205.50 |
|
| Ishares Tr Morningstar Valu (ILCV) | 0.0 | $246k | 2.6k | 94.36 |
|
|
| Spdr Series Trust Bloomberg Intl T (BWX) | 0.0 | $238k | NEW | 11k | 22.53 |
|
| Equity Lifestyle Properties (ELS) | 0.0 | $232k | 3.8k | 60.60 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $231k | NEW | 1.6k | 148.69 |
|
| Reddit Cl A (RDDT) | 0.0 | $230k | 1.0k | 229.87 |
|
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $229k | 1.4k | 165.81 |
|
|
| Chubb (CB) | 0.0 | $223k | NEW | 713.00 | 312.12 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $215k | 4.8k | 45.21 |
|
|
| Anthem (ELV) | 0.0 | $215k | NEW | 614.00 | 350.59 |
|
| eBay (EBAY) | 0.0 | $215k | NEW | 2.5k | 87.10 |
|
| Evercore Class A (EVR) | 0.0 | $213k | -16% | 627.00 | 340.25 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $204k | NEW | 2.5k | 81.17 |
|
| Madrigal Pharmaceuticals (MDGL) | 0.0 | $204k | NEW | 350.00 | 582.34 |
|
| Ishares Tr Esg Select Scre (XVV) | 0.0 | $202k | NEW | 3.8k | 52.70 |
|
| Metropcs Communications (TMUS) | 0.0 | $201k | 988.00 | 203.04 |
|
|
| IPG Photonics Corporation (IPGP) | 0.0 | $201k | NEW | 2.8k | 71.60 |
|
| Ford Motor Company (F) | 0.0 | $195k | +4% | 15k | 13.12 |
|
| Weave Communications (WEAV) | 0.0 | $161k | 21k | 7.59 |
|
|
| Cornerstone Total Rtrn Fd In (CRF) | 0.0 | $80k | NEW | 10k | 8.01 |
|
| Iovance Biotherapeutics (IOVA) | 0.0 | $55k | NEW | 20k | 2.73 |
|
Past Filings by Destination Wealth Management
SEC 13F filings are viewable for Destination Wealth Management going back to 2011
- Destination Wealth Management 2025 Q4 filed Feb. 13, 2026
- Destination Wealth Management 2025 Q3 filed Nov. 14, 2025
- Destination Wealth Management 2025 Q2 filed Aug. 14, 2025
- Destination Wealth Management 2025 Q1 filed May 15, 2025
- Destination Wealth Management 2024 Q4 filed Feb. 7, 2025
- Destination Wealth Management 2024 Q3 filed Nov. 25, 2024
- Destination Wealth Management 2024 Q2 filed July 25, 2024
- Destination Wealth Management 2024 Q1 filed May 14, 2024
- Destination Wealth Management 2023 Q4 filed Feb. 14, 2024
- Destination Wealth Management 2023 Q3 filed Nov. 14, 2023
- Destination Wealth Management 2023 Q2 filed Aug. 11, 2023
- Destination Wealth Management 2023 Q1 filed May 5, 2023
- Destination Wealth Management 2022 Q4 filed Feb. 13, 2023
- Destination Wealth Management 2022 Q3 filed Nov. 14, 2022
- Destination Wealth Management 2022 Q2 filed July 29, 2022
- Destination Wealth Management 2022 Q1 filed May 12, 2022