Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

YCMNET Advisors

Latest statistics and disclosures from Destination Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AGG, SDY, IJR, TLH, IVV, and represent 16.96% of Destination Wealth Management's stock portfolio.
Added to shares of these 10 stocks: LLY (+$23M), ORLY (+$15M), AGG (+$5.1M), AVGO, LQDH, IGSB, STIP, IEMG, ADI, TLH.
Started 26 new stock positions in SBUX, SO, VEA, T, NEE, LOW, VEU, NICE, ORLY, VLUE.
Reduced shares in these 10 stocks: SCHW (-$21M), FTV (-$12M), SCHZ, AXP, TJX, SCHX, CL, COST, VTI, AFL.
Sold out of its positions in CALB, IYY, KLAC, MCK, XEL.
Destination Wealth Management was a net buyer of stock by $45M.
Destination Wealth Management has $2.8B in assets under management (AUM), dropping by 7.97%.
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 220 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	4.8	$136M	+3%	1.3M	101.27	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	3.5	$100M		700k	142.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.2	$92M		789k	116.96	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	2.9	$82M	+2%	745k	109.33	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$74M		128k	576.82	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	2.5	$73M	+3%	780k	93.05	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.5	$72M	+3%	710k	101.32	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.5	$72M	+3%	1.4M	52.66	View chart
Ishares Core Msci Emkt (IEMG)	2.5	$71M	+3%	1.2M	57.41	View chart
Ishares Tr U.s. Utilits Etf (IDU)	2.3	$65M		637k	102.02	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	2.3	$64M		669k	95.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.2	$63M		1.0M	62.32	View chart
Microsoft Corporation (MSFT)	2.1	$61M		142k	430.30	View chart
Vanguard Index Fds Growth Etf (VUG)	2.1	$60M		157k	383.93	View chart
Mastercard Incorporated Cl A (MA)	1.9	$53M		108k	493.80	View chart
Colgate-Palmolive Company (CL)	1.8	$52M		499k	103.81	View chart
Visa Com Cl A (V)	1.8	$51M		187k	274.95	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.8	$50M	-2%	1.1M	47.52	View chart
Spdr Ser Tr Portfolio Short (SPSB)	1.7	$49M		1.6M	30.28	View chart
Danaher Corporation (DHR)	1.6	$44M		159k	278.02	View chart
Johnson & Johnson (JNJ)	1.5	$44M	+2%	269k	162.06	View chart
Ishares Tr Core Total Usd (IUSB)	1.4	$41M	+3%	874k	47.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.3	$36M		431k	83.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$35M		77k	460.26	View chart
Amazon Call Option (AMZN)	1.2	$35M		327k	107.17	View chart
American Express Company (AXP)	1.1	$32M	-3%	120k	271.20	View chart
TJX Companies (TJX)	1.1	$32M	-3%	273k	117.54	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$32M	-2%	466k	67.85	View chart
Costco Wholesale Corporation Call Option (COST)	1.1	$31M	-2%	77k	399.47	View chart
Walt Disney Company (DIS)	1.0	$30M		307k	96.19	View chart
Qualcomm (QCOM)	1.0	$29M		172k	170.05	View chart
Waste Management (WM)	1.0	$29M		137k	207.60	View chart
Analog Devices (ADI)	1.0	$28M	+7%	121k	230.17	View chart
Intercontinental Exchange (ICE)	1.0	$28M		173k	160.64	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.0	$28M	+3%	274k	100.69	View chart
AFLAC Incorporated (AFL)	1.0	$28M	-2%	246k	111.80	View chart
Abbott Laboratories (ABT)	1.0	$28M		241k	114.01	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.9	$27M		657k	41.16	View chart
Ecolab (ECL)	0.9	$26M		103k	255.33	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.9	$26M	+2%	534k	48.68	View chart
Fortive (FTV)	0.9	$26M	-31%	326k	78.93	View chart
Stryker Corporation (SYK)	0.9	$26M		71k	361.26	View chart
McDonald's Corporation (MCD)	0.9	$25M		83k	304.51	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.9	$24M	+2%	475k	51.04	View chart
Eli Lilly & Co. (LLY)	0.8	$24M	+1373%	27k	885.93	View chart
Zoetis Cl A (ZTS)	0.8	$24M		124k	195.38	View chart
Merck & Co (MRK)	0.8	$24M	+2%	209k	113.56	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.8	$23M		28k	833.24	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.8	$23M		333k	68.28	View chart
Capital One Financial (COF)	0.8	$22M		149k	149.73	View chart
American Tower Reit (AMT)	0.8	$22M	+2%	95k	232.56	View chart
Ansys (ANSS)	0.8	$22M		69k	318.63	View chart
Verizon Communications (VZ)	0.8	$22M	+4%	489k	44.91	View chart
Thermo Fisher Scientific (TMO)	0.8	$22M		35k	618.56	View chart
Pfizer (PFE)	0.7	$20M	+5%	704k	28.94	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.7	$19M	+3%	429k	44.53	View chart
Novo-nordisk A S Adr (NVO)	0.7	$19M	+5%	159k	119.07	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.6	$18M	+2%	172k	106.84	View chart
JPMorgan Chase & Co. Call Option (JPM)	0.6	$18M	-2%	238k	74.50	View chart
Ross Stores (ROST)	0.6	$17M		113k	150.51	View chart
Alphabet Cap Stk Cl A Call Option (GOOGL)	0.6	$16M		328k	47.89	View chart
O'reilly Automotive (ORLY)	0.5	$15M	NEW	13k	1151.60	View chart
Wal-Mart Stores Call Option (WMT)	0.5	$14M	-3%	351k	41.19	View chart
Blackstone Group Inc Com Cl A Call Option (BX)	0.5	$14M		200k	69.38	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.5	$13M		269k	48.59	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$13M	-3%	49k	263.29	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.4	$12M		233k	52.58	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.4	$12M		405k	30.23	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.4	$12M		235k	51.13	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.4	$11M		319k	34.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$10M		265k	37.70	View chart
Lockheed Martin Corporation (LMT)	0.3	$9.8M		17k	584.55	View chart
Procter & Gamble Company (PG)	0.3	$9.5M		55k	173.20	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$9.0M	+3%	44k	206.64	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$8.8M	+2%	93k	94.61	View chart
NVIDIA Corporation (NVDA)	0.3	$8.6M	+19%	71k	121.44	View chart
Unilever Spon Adr New (UL)	0.3	$8.6M	-2%	133k	64.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$8.3M	+23%	17k	488.06	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.3	$8.2M		326k	25.16	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.3	$8.1M		86k	94.13	View chart
Coca-Cola Company (KO)	0.3	$7.2M	-2%	101k	71.86	View chart
Kimberly-Clark Corporation (KMB)	0.2	$7.1M		50k	142.28	View chart
Pepsi (PEP)	0.2	$6.6M		39k	170.05	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$6.5M		98k	66.52	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$6.2M		62k	100.72	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$5.8M	+2%	108k	53.72	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$5.7M	-2%	139k	41.12	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$5.2M	+7%	30k	174.57	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$5.2M		17k	314.40	View chart
Vanguard World Health Car Etf (VHT)	0.2	$5.0M		18k	282.20	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.2	$4.8M		49k	98.97	View chart
Chevron Corporation (CVX)	0.2	$4.8M	+4%	33k	147.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$4.7M	+5%	28k	167.19	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)	0.2	$4.3M	+6%	21k	208.33	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$3.6M		30k	120.37	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$3.6M		136k	26.14	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$3.5M	-2%	67k	51.50	View chart
Broadcom (AVGO)	0.1	$3.4M	+6767%	20k	172.50	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$3.4M	-2%	116k	29.18	View chart
Tesla Motors (TSLA)	0.1	$3.3M	+12%	13k	261.63	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.4M		25k	97.42	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$2.4M	+10%	7.0k	340.47	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$2.3M		112k	21.01	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$2.2M		27k	83.09	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$2.2M	+3%	67k	33.23	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$2.1M		41k	50.60	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$2.0M		34k	59.22	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$2.0M		78k	25.26	View chart
Advanced Micro Devices (AMD)	0.1	$1.9M	+32%	12k	164.08	View chart
Home Depot (HD)	0.1	$1.9M	+11%	4.6k	405.20	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.8M	-17%	47k	37.20	View chart
Dbx Etf Tr Xtrckr Msci Us (USSG)	0.1	$1.7M		31k	53.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.6M	+3%	3.1k	527.59	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.6M	+4%	3.4k	465.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$1.4M	-3%	13k	104.18	View chart
Applied Materials (AMAT)	0.0	$1.2M		6.1k	202.04	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$1.2M		11k	110.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$1.1M	-9%	3.1k	375.38	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.1M	-95%	17k	64.81	View chart
BlackRock (BLK)	0.0	$1.1M	+6%	1.1k	949.51	View chart
Oracle Corporation (ORCL)	0.0	$1.1M	+27%	6.2k	170.40	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$1000k		9.2k	108.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$918k	-44%	3.2k	283.18	View chart
Meta Platforms Cl A Call Option (META)	0.0	$916k	+76%	5.7k	161.60	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.0	$907k		17k	52.82	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$893k	+2%	11k	78.05	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$832k	+6%	14k	58.11	View chart
United Security Bancshares (UBFO)	0.0	$823k		95k	8.71	View chart
Netflix (NFLX)	0.0	$768k	+7%	1.1k	709.27	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.0	$741k		18k	40.78	View chart
Ishares U S Etf Tr Int Rt Hd Long (IGBH)	0.0	$735k		30k	24.27	View chart
Exxon Mobil Corporation (XOM)	0.0	$719k	+22%	6.1k	117.22	View chart
Cisco Systems (CSCO)	0.0	$717k	-3%	14k	53.22	View chart
Select Sector Spdr Tr Sbi Cons Stpls Call Option (XLP)	0.0	$693k		62k	11.11	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$674k	-2%	16k	42.84	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$670k	+6%	6.3k	106.19	View chart
Abbvie (ABBV)	0.0	$665k	+68%	3.4k	197.50	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$655k		26k	25.08	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$649k		11k	61.51	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$634k		1.5k	423.23	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.0	$629k	-7%	27k	23.48	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$628k		6.2k	101.65	View chart
Ishares Tr Exponential Tech (XT)	0.0	$615k	-6%	10k	60.88	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$605k	+9%	18k	34.29	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$601k		5.1k	117.62	View chart
Boeing Company (BA)	0.0	$585k	-8%	3.8k	152.03	View chart
Piper Jaffray Companies (PIPR)	0.0	$581k		2.0k	283.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$578k		2.9k	198.03	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$575k	NEW	11k	54.68	View chart
Prologis (PLD)	0.0	$569k	+121%	4.5k	126.29	View chart
Duke Energy Corp Com New (DUK)	0.0	$564k	+27%	4.9k	115.30	View chart
Cintas Corporation (CTAS)	0.0	$548k	NEW	2.7k	205.88	View chart
Intel Corporation (INTC)	0.0	$545k	-22%	23k	23.46	View chart
Southern California Bancorp (BCAL)	0.0	$541k	NEW	37k	14.79	View chart
ConocoPhillips (COP)	0.0	$535k		5.1k	105.29	View chart
Marathon Petroleum Corp (MPC)	0.0	$528k		3.2k	162.91	View chart
International Business Machines (IBM)	0.0	$508k	+10%	2.3k	221.09	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$496k		43k	11.52	View chart
Southern Company (SO)	0.0	$478k	NEW	5.3k	90.19	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$475k	NEW	6.3k	75.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$465k	+30%	2.6k	179.16	View chart
Edwards Lifesciences (EW)	0.0	$463k	+2%	7.0k	65.99	View chart
Bank of America Corporation (BAC)	0.0	$454k	+58%	11k	39.68	View chart
Csw Industrials (CSWI)	0.0	$450k		1.2k	366.39	View chart
Corning Incorporated (GLW)	0.0	$446k	NEW	9.9k	45.15	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$445k	NEW	9.8k	45.32	View chart
Adobe Systems Incorporated (ADBE)	0.0	$444k	+115%	857.00	517.78	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$436k	-4%	3.4k	128.21	View chart
Automatic Data Processing (ADP)	0.0	$432k		1.6k	276.73	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$421k		6.7k	62.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$420k	+60%	1.8k	237.21	View chart
Morgan Stanley Com New (MS)	0.0	$420k		4.0k	104.24	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$419k	NEW	5.0k	84.52	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$413k		3.3k	126.18	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.0	$405k		13k	30.85	View chart
RPM International (RPM)	0.0	$395k	NEW	3.3k	121.01	View chart
Travelers Companies (TRV)	0.0	$395k		1.7k	234.09	View chart
S&p Global (SPGI)	0.0	$387k		749.00	516.62	View chart
Intuitive Surgical Com New (ISRG)	0.0	$378k	+4%	770.00	491.27	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$374k	-2%	8.6k	43.59	View chart
Netease Sponsored Ads (NTES)	0.0	$352k		3.8k	93.51	View chart
Caterpillar (CAT)	0.0	$334k	+37%	854.00	391.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$333k	NEW	6.3k	52.81	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$328k		3.6k	91.81	View chart
Eversource Energy (ES)	0.0	$322k		4.7k	68.06	View chart
Texas Instruments Incorporated (TXN)	0.0	$321k	-6%	1.6k	206.53	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$321k		3.5k	91.31	View chart
Yum! Brands (YUM)	0.0	$318k		2.3k	139.71	View chart
Nice Sponsored Adr (NICE)	0.0	$309k	NEW	1.8k	173.67	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$301k		1.7k	173.67	View chart
UnitedHealth (UNH)	0.0	$295k	NEW	504.00	584.74	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$293k	NEW	1.0k	283.99	View chart
Raytheon Technologies Corp (RTX)	0.0	$287k	+2%	2.4k	121.16	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$278k	NEW	3.5k	80.37	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.0	$278k	-6%	7.8k	35.66	View chart
Wells Fargo & Company (WFC)	0.0	$272k	-39%	4.8k	56.49	View chart
Ishares Frontier And Sel (FM)	0.0	$268k	-15%	9.7k	27.53	View chart
Equity Lifestyle Properties (ELS)	0.0	$262k	NEW	3.7k	71.34	View chart
Marsh & McLennan Companies (MMC)	0.0	$259k	+19%	1.2k	223.09	View chart
Honeywell International (HON)	0.0	$255k	+21%	1.2k	206.71	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.0	$254k		2.5k	99.58	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$247k		2.2k	110.47	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$246k		2.9k	84.04	View chart
Metropcs Communications (TMUS)	0.0	$246k	NEW	1.2k	206.36	View chart
Ishares Tr Morningstar Valu (ILCV)	0.0	$243k		3.0k	82.20	View chart
salesforce (CRM)	0.0	$243k	-7%	886.00	273.71	View chart
At&t (T)	0.0	$240k	NEW	11k	22.00	View chart
Iron Mountain Call Option (IRM)	0.0	$238k	+24%	3.8k	62.38	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$237k	NEW	2.2k	109.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$235k	NEW	3.7k	63.00	View chart
Nextera Energy (NEE)	0.0	$233k	NEW	2.8k	84.52	View chart
Starbucks Corporation (SBUX)	0.0	$231k	NEW	2.4k	97.49	View chart
Cummins (CMI)	0.0	$227k	NEW	701.00	323.79	View chart
Lam Research Corporation (LRCX)	0.0	$226k	+3%	277.00	816.08	View chart
Lowe's Companies (LOW)	0.0	$222k	NEW	819.00	270.70	View chart
Old Republic International Corporation (ORI)	0.0	$217k	NEW	6.1k	35.42	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.0	$216k		5.5k	39.64	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$210k	NEW	2.9k	71.76	View chart
Nextdoor Holdings Com Cl A (KIND)	0.0	$30k		12k	2.48	View chart
Apple Put Option (AAPL)	0.0	$2.2k	-2%	851k	0.00	View chart

Past Filings by Destination Wealth Management

SEC 13F filings are viewable for Destination Wealth Management going back to 2011

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
Destination Wealth Management 2021 Q4 filed Feb. 4, 2022
Destination Wealth Management 2021 Q3 filed Oct. 25, 2021
Destination Wealth Management 2021 Q2 filed Aug. 13, 2021
Destination Wealth Management 2021 Q1 filed May 5, 2021
Destination Wealth Management 2020 Q4 filed Feb. 11, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z