YCMNET Advisors
Latest statistics and disclosures from Destination Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AGG, IJR, SDY, MSFT, and represent 18.29% of Destination Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BRK.B (+$15M), SNPS (+$13M), AGG (+$7.9M), AAPL (+$7.4M), PYLD (+$6.9M), ISRG (+$6.0M), LLY (+$5.4M), GOOG, LQDH, TLH.
- Started 26 new stock positions in HPE, SNPS, KLAC, ACN, VO, SRE, XLK, A, GE, VYMI.
- Reduced shares in these 10 stocks: , FTV (-$15M), MRK, RAL, PLTR, SCHZ, IGM, VUG, GOOGL, COF.
- Sold out of its positions in ASPI, ANSS, DFAS, DUSB, DFUV, DFCF, IGOV, MMC, RAL, REFR. PSK, BWX, SCHI, SCHR.
- Destination Wealth Management was a net buyer of stock by $49M.
- Destination Wealth Management has $3.6B in assets under management (AUM), dropping by 17.43%.
- Central Index Key (CIK): 0001278573
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Portfolio Holdings for Destination Wealth Management
Destination Wealth Management holds 264 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.1 | $223M | +3% | 874k | 254.63 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 4.2 | $154M | +5% | 1.5M | 100.25 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.7 | $99M | 837k | 118.83 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 2.7 | $98M | 698k | 140.05 |
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| Microsoft Corporation (MSFT) | 2.5 | $92M | 177k | 517.95 |
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| Ishares Core Msci Emkt (IEMG) | 2.3 | $85M | 1.3M | 65.92 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 2.3 | $83M | +2% | 810k | 102.99 |
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| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 2.2 | $80M | +4% | 858k | 93.55 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 2.2 | $80M | 631k | 125.95 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $79M | 119k | 669.30 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.2 | $79M | +2% | 763k | 103.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $78M | 321k | 243.10 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.1 | $77M | +2% | 1.5M | 53.03 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 2.1 | $76M | +9% | 2.8M | 26.84 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.9 | $70M | 146k | 479.61 |
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| Amazon (AMZN) | 1.9 | $69M | 312k | 219.57 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $68M | 216k | 315.43 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 1.9 | $68M | 611k | 110.90 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.9 | $68M | 1.0M | 65.26 |
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| Costco Wholesale Corporation (COST) | 1.8 | $66M | 72k | 925.63 |
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| Visa Com Cl A (V) | 1.7 | $60M | 176k | 341.38 |
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| Mastercard Incorporated Cl A (MA) | 1.6 | $58M | 102k | 568.81 |
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| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 1.6 | $57M | 2.1M | 26.95 |
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| Johnson & Johnson (JNJ) | 1.5 | $54M | 290k | 185.42 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $52M | +39% | 104k | 502.74 |
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| Ishares Tr Core Total Usd (IUSB) | 1.2 | $45M | +2% | 954k | 46.71 |
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| Eli Lilly & Co. (LLY) | 1.2 | $44M | +14% | 57k | 762.99 |
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| Colgate-Palmolive Company (CL) | 1.2 | $42M | +3% | 528k | 79.94 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $39M | 417k | 93.37 |
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| Danaher Corporation (DHR) | 1.0 | $38M | +4% | 190k | 198.26 |
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| TJX Companies (TJX) | 1.0 | $37M | 255k | 144.54 |
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| American Express Company (AXP) | 1.0 | $36M | 107k | 332.16 |
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| Walt Disney Company (DIS) | 0.9 | $33M | 286k | 114.50 |
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| Abbott Laboratories (ABT) | 0.9 | $33M | 243k | 133.94 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.9 | $32M | -5% | 1.4M | 23.47 |
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| Blackstone Group Inc Com Cl A (BX) | 0.9 | $32M | 185k | 170.85 |
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| Analog Devices (ADI) | 0.8 | $31M | 126k | 245.70 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.8 | $31M | +5% | 306k | 100.69 |
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| Wal-Mart Stores (WMT) | 0.8 | $31M | -2% | 299k | 103.06 |
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| Qualcomm (QCOM) | 0.8 | $31M | +3% | 184k | 166.36 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.8 | $30M | 639k | 47.63 |
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| Waste Management (WM) | 0.8 | $30M | 135k | 220.83 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.8 | $29M | +2% | 30k | 968.08 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.8 | $28M | +2% | 580k | 48.84 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.8 | $28M | +7% | 552k | 51.09 |
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| Intercontinental Exchange (ICE) | 0.8 | $28M | 165k | 168.48 |
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| Ecolab (ECL) | 0.8 | $28M | 100k | 273.86 |
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| Capital One Financial (COF) | 0.7 | $27M | -3% | 127k | 212.58 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.7 | $27M | 306k | 86.80 |
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| AFLAC Incorporated (AFL) | 0.7 | $26M | 234k | 111.70 |
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| Stryker Corporation (SYK) | 0.7 | $26M | 70k | 369.67 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $25M | -2% | 954k | 26.34 |
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| O'reilly Automotive (ORLY) | 0.7 | $24M | 227k | 107.81 |
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| McDonald's Corporation (MCD) | 0.7 | $24M | 79k | 303.89 |
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| Verizon Communications (VZ) | 0.6 | $24M | +2% | 537k | 43.95 |
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| Pfizer (PFE) | 0.6 | $22M | +4% | 860k | 25.48 |
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| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.6 | $21M | +3% | 472k | 44.21 |
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| American Tower Reit (AMT) | 0.6 | $21M | 107k | 192.32 |
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| Ishares Tr Gov/cred Bd Etf (GBF) | 0.6 | $20M | +2% | 192k | 105.36 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.6 | $20M | +8% | 421k | 48.03 |
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| Zoetis Cl A (ZTS) | 0.5 | $20M | +2% | 136k | 146.32 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $19M | 39k | 485.02 |
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| Ross Stores (ROST) | 0.5 | $18M | +2% | 119k | 152.39 |
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| NVIDIA Corporation (NVDA) | 0.5 | $18M | -5% | 97k | 186.58 |
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| Intuitive Surgical Com New (ISRG) | 0.5 | $18M | +51% | 40k | 447.23 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $17M | +9% | 26k | 666.18 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $14M | -2% | 390k | 36.55 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $14M | -2% | 46k | 307.86 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.4 | $13M | +2% | 253k | 52.22 |
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| Synopsys (SNPS) | 0.4 | $13M | NEW | 27k | 493.39 |
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| Tesla Motors (TSLA) | 0.4 | $13M | 29k | 444.72 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $12M | 232k | 52.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $11M | +6% | 19k | 600.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $11M | +41% | 46k | 243.55 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $11M | 331k | 33.68 |
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| Broadcom (AVGO) | 0.3 | $10M | +3% | 30k | 329.91 |
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| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.3 | $9.9M | 80k | 123.59 |
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| Vanguard World Mega Cap Index (MGC) | 0.3 | $9.6M | 39k | 244.09 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.3 | $9.2M | +4% | 99k | 93.35 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.2 | $8.7M | 345k | 25.31 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $8.6M | +2% | 17k | 499.21 |
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| Procter & Gamble Company (PG) | 0.2 | $8.4M | 55k | 153.65 |
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| Unilever Spon Adr New (UL) | 0.2 | $7.9M | 134k | 59.28 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $7.6M | +15% | 13k | 612.39 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $7.0M | +5% | 130k | 54.09 |
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| Coca-Cola Company (KO) | 0.2 | $6.6M | 100k | 66.32 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $6.5M | -6% | 251k | 25.71 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $6.3M | 51k | 124.34 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $6.2M | -12% | 139k | 44.58 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $6.0M | -3% | 16k | 365.48 |
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| Ishares Tr Esg Optimized (SUSA) | 0.2 | $5.9M | +39% | 44k | 135.65 |
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| Pepsi (PEP) | 0.2 | $5.5M | 39k | 140.44 |
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| Meta Platforms Cl A (META) | 0.2 | $5.5M | +6% | 7.5k | 734.34 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $5.4M | 233k | 23.28 |
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| Chevron Corporation (CVX) | 0.1 | $5.3M | 34k | 155.29 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $5.1M | -4% | 27k | 186.49 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $5.1M | +5% | 20k | 259.60 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $5.0M | +3% | 64k | 78.37 |
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| Spdr Series Trust Portfolio Short (SPSB) | 0.1 | $5.0M | -8% | 164k | 30.29 |
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| Pimco Etf Tr Enhancd Short (EMNT) | 0.1 | $4.4M | 45k | 98.87 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $4.3M | 13k | 326.37 |
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| Cintas Corporation (CTAS) | 0.1 | $3.8M | +5% | 19k | 205.25 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $3.5M | +3% | 126k | 27.90 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $3.5M | +2% | 105k | 33.37 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $3.2M | -40% | 17k | 182.42 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $3.1M | +94% | 27k | 112.75 |
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| Spdr Series Trust Portfolio Agrgte (SPAB) | 0.1 | $2.8M | -10% | 108k | 25.85 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.7M | +3% | 30k | 91.42 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $2.7M | +3% | 92k | 29.64 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $2.6M | 6.5k | 396.13 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $2.6M | 122k | 20.93 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $2.3M | -7% | 42k | 55.49 |
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| Ishares Tr Us Telecom Etf (IYZ) | 0.1 | $2.3M | 71k | 32.26 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.3M | +5% | 73k | 31.62 |
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.1 | $2.2M | 27k | 80.65 |
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| Netflix (NFLX) | 0.1 | $2.2M | +19% | 1.8k | 1198.92 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $2.0M | 33k | 60.08 |
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| International Business Machines (IBM) | 0.1 | $2.0M | +101% | 6.9k | 282.18 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.9M | +2% | 12k | 161.79 |
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| Dbx Etf Tr Xtrackers Msci (USSG) | 0.1 | $1.9M | 30k | 61.34 |
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| Home Depot (HD) | 0.0 | $1.8M | 4.4k | 405.20 |
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| Oracle Corporation (ORCL) | 0.0 | $1.8M | +10% | 6.3k | 281.25 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $1.8M | -10% | 35k | 50.59 |
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| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.0 | $1.6M | +19% | 29k | 54.18 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $1.6M | +13% | 14k | 110.49 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $1.5M | +12% | 15k | 106.78 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.5M | +24% | 26k | 59.92 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $1.5M | 47k | 31.91 |
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| Goldman Sachs (GS) | 0.0 | $1.4M | +98% | 1.8k | 796.34 |
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| Blackrock (BLK) | 0.0 | $1.4M | -6% | 1.2k | 1165.87 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $1.4M | +66% | 59k | 23.92 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $1.4M | 2.9k | 468.41 |
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| Applied Materials (AMAT) | 0.0 | $1.3M | +3% | 6.4k | 204.72 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $1.3M | +6% | 14k | 95.47 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $1.3M | +26% | 23k | 57.04 |
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| Morgan Stanley Com New (MS) | 0.0 | $1.1M | +25% | 7.0k | 158.95 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $956k | +44% | 6.8k | 140.96 |
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| United Security Bancshares (UBFO) | 0.0 | $938k | +6% | 101k | 9.33 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $894k | NEW | 6.5k | 138.52 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $879k | -27% | 7.0k | 125.95 |
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| Intel Corporation (INTC) | 0.0 | $853k | +14% | 25k | 33.55 |
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| Cisco Systems (CSCO) | 0.0 | $836k | +27% | 12k | 68.42 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $833k | +75% | 4.4k | 189.70 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $811k | -19% | 2.5k | 328.18 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $794k | 4.7k | 167.33 |
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| Ishares U S Etf Tr Int Rt Hd Long (IGBH) | 0.0 | $759k | 31k | 24.62 |
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| Boeing Company (BA) | 0.0 | $759k | +3% | 3.5k | 215.81 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $754k | 1.00 | 754200.00 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $721k | -40% | 8.3k | 87.31 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $717k | 10k | 69.37 |
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| Bank of America Corporation (BAC) | 0.0 | $716k | -11% | 14k | 51.59 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $695k | 1.5k | 463.75 |
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| Southern Company (SO) | 0.0 | $693k | +2% | 7.3k | 94.77 |
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| Corning Incorporated (GLW) | 0.0 | $673k | 8.2k | 82.03 |
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| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $672k | 24k | 28.28 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $663k | +6% | 17k | 38.57 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $657k | -2% | 5.5k | 118.44 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $643k | +5% | 1.6k | 391.64 |
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| Fortive (FTV) | 0.0 | $627k | -95% | 13k | 48.99 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $626k | 3.2k | 192.74 |
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| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $626k | 58k | 10.85 |
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| Caterpillar (CAT) | 0.0 | $598k | 1.3k | 477.17 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $597k | +25% | 4.9k | 122.46 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $596k | +17% | 798.00 | 746.98 |
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| United Parcel Service CL B (UPS) | 0.0 | $595k | +4% | 7.1k | 83.53 |
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| Ishares Tr Future Exponenti (XT) | 0.0 | $589k | -13% | 8.2k | 71.94 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $583k | 13k | 44.10 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $577k | -9% | 2.7k | 215.77 |
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| At&t (T) | 0.0 | $551k | +83% | 20k | 28.24 |
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| Automatic Data Processing (ADP) | 0.0 | $548k | -11% | 1.9k | 293.50 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $538k | +2% | 4.3k | 123.75 |
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| Abbvie (ABBV) | 0.0 | $524k | +4% | 2.3k | 231.53 |
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| Piper Jaffray Companies (PIPR) | 0.0 | $521k | 1.5k | 346.99 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $521k | +10% | 3.9k | 133.90 |
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| Merck & Co (MRK) | 0.0 | $514k | -87% | 6.1k | 83.93 |
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| Starbucks Corporation (SBUX) | 0.0 | $513k | +24% | 6.1k | 84.59 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $513k | 9.5k | 53.87 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $511k | +9% | 11k | 46.81 |
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| IDEXX Laboratories (IDXX) | 0.0 | $509k | 797.00 | 638.89 |
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| Honeywell International (HON) | 0.0 | $507k | +6% | 2.4k | 210.50 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $499k | +10% | 7.3k | 68.08 |
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| Edwards Lifesciences (EW) | 0.0 | $491k | -18% | 6.3k | 77.77 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.0 | $491k | -2% | 8.6k | 57.19 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $490k | -3% | 18k | 27.30 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $486k | 3.3k | 145.60 |
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| ConocoPhillips (COP) | 0.0 | $485k | -2% | 5.1k | 94.59 |
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| Travelers Companies (TRV) | 0.0 | $481k | 1.7k | 279.18 |
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| Axt (AXTI) | 0.0 | $458k | NEW | 102k | 4.49 |
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| Constellation Energy (CEG) | 0.0 | $452k | +65% | 1.4k | 328.95 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $441k | -21% | 2.4k | 183.73 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $440k | -3% | 1.7k | 254.22 |
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| Iron Mountain (IRM) | 0.0 | $437k | +48% | 4.3k | 101.94 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $435k | NEW | 1.6k | 273.57 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $431k | NEW | 1.2k | 355.47 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $428k | -21% | 7.5k | 56.85 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $421k | -20% | 4.2k | 100.70 |
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| Wells Fargo & Company (WFC) | 0.0 | $411k | +14% | 4.9k | 83.82 |
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| Prologis (PLD) | 0.0 | $407k | 3.6k | 114.51 |
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| Cummins (CMI) | 0.0 | $404k | +31% | 957.00 | 422.24 |
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| Altria (MO) | 0.0 | $403k | 6.1k | 66.06 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $400k | +53% | 5.4k | 73.47 |
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| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.0 | $395k | 9.7k | 40.69 |
|
|
| Netease Sponsored Ads (NTES) | 0.0 | $393k | -30% | 2.6k | 151.99 |
|
| RPM International (RPM) | 0.0 | $392k | 3.3k | 117.89 |
|
|
| Gilead Sciences (GILD) | 0.0 | $388k | +5% | 3.5k | 111.01 |
|
| Amgen (AMGN) | 0.0 | $385k | -30% | 1.4k | 282.28 |
|
| Yum! Brands (YUM) | 0.0 | $384k | +9% | 2.5k | 151.98 |
|
| Trane Technologies SHS (TT) | 0.0 | $376k | -34% | 890.00 | 421.96 |
|
| S&p Global (SPGI) | 0.0 | $374k | -20% | 768.00 | 486.71 |
|
| Eversource Energy (ES) | 0.0 | $361k | +7% | 5.1k | 71.14 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $359k | -8% | 3.8k | 95.14 |
|
| UnitedHealth (UNH) | 0.0 | $341k | NEW | 986.00 | 345.39 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $340k | +4% | 3.7k | 91.75 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $333k | -35% | 13k | 26.30 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $333k | 1.0k | 320.05 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $329k | NEW | 2.6k | 128.35 |
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.0 | $322k | -3% | 5.6k | 57.25 |
|
| Ge Aerospace Com New (GE) | 0.0 | $321k | NEW | 1.1k | 300.83 |
|
| Hp (HPQ) | 0.0 | $318k | NEW | 12k | 27.23 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $317k | +4% | 3.6k | 89.04 |
|
| Nextera Energy (NEE) | 0.0 | $310k | -3% | 4.1k | 75.50 |
|
| Csw Industrials (CSW) | 0.0 | $298k | 1.2k | 242.75 |
|
|
| Nike CL B (NKE) | 0.0 | $298k | +50% | 4.3k | 69.74 |
|
| Servicenow (NOW) | 0.0 | $289k | +3% | 314.00 | 920.28 |
|
| ePlus (PLUS) | 0.0 | $286k | 4.0k | 71.01 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $284k | +11% | 804.00 | 352.75 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $278k | NEW | 987.00 | 281.81 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $276k | +12% | 1.1k | 241.96 |
|
| Spdr Series Trust Bloomberg Intl (IBND) | 0.0 | $276k | 8.5k | 32.29 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $275k | +19% | 1.6k | 176.80 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $272k | +9% | 2.4k | 111.22 |
|
| Old Republic International Corporation (ORI) | 0.0 | $266k | 6.3k | 42.47 |
|
|
| Allstate Corporation (ALL) | 0.0 | $258k | +18% | 1.2k | 214.65 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $258k | -39% | 4.4k | 58.21 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $257k | NEW | 1.0k | 246.60 |
|
| Evercore Class A (EVR) | 0.0 | $255k | NEW | 755.00 | 337.32 |
|
| Spdr Series Trust Bloomberg 3-12 M (BILS) | 0.0 | $254k | 2.5k | 99.52 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $251k | 2.4k | 104.30 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $248k | NEW | 10k | 24.56 |
|
| McKesson Corporation (MCK) | 0.0 | $247k | +15% | 320.00 | 772.54 |
|
| Heritage Commerce (HTBK) | 0.0 | $245k | 25k | 9.93 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $244k | -5% | 2.0k | 123.75 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $240k | NEW | 2.8k | 84.69 |
|
| salesforce (CRM) | 0.0 | $238k | -9% | 1.0k | 237.07 |
|
| Metropcs Communications (TMUS) | 0.0 | $236k | -7% | 985.00 | 239.38 |
|
| Ishares Tr Morningstar Valu (ILCV) | 0.0 | $235k | 2.6k | 90.02 |
|
|
| Equity Lifestyle Properties (ELS) | 0.0 | $230k | 3.8k | 60.70 |
|
|
| Reddit Cl A (RDDT) | 0.0 | $230k | NEW | 1.0k | 229.99 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $229k | NEW | 2.1k | 108.99 |
|
| Palo Alto Networks (PANW) | 0.0 | $227k | NEW | 1.1k | 203.62 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $224k | 1.4k | 162.48 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $223k | NEW | 207.00 | 1078.60 |
|
| Keysight Technologies (KEYS) | 0.0 | $220k | NEW | 1.3k | 174.92 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $220k | NEW | 738.00 | 297.50 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $219k | NEW | 2.9k | 74.37 |
|
| General Dynamics Corporation (GD) | 0.0 | $215k | NEW | 630.00 | 340.94 |
|
| Sempra Energy (SRE) | 0.0 | $210k | NEW | 2.3k | 89.98 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $207k | NEW | 704.00 | 293.83 |
|
| Paychex (PAYX) | 0.0 | $203k | NEW | 1.6k | 126.76 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $201k | -28% | 4.7k | 42.96 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $200k | NEW | 4.4k | 45.51 |
|
| Ford Motor Company (F) | 0.0 | $170k | +7% | 14k | 11.96 |
|
| Weave Communications (WEAV) | 0.0 | $142k | 21k | 6.68 |
|
|
| Cardlytics (CDLX) | 0.0 | $24k | 10k | 2.43 |
|
Past Filings by Destination Wealth Management
SEC 13F filings are viewable for Destination Wealth Management going back to 2011
- 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
- Destination Wealth Management 2021 Q4 filed Feb. 4, 2022