YCMNET Advisors
Latest statistics and disclosures from Destination Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, AAPL, SDY, IJR, STIP, and represent 20.87% of Destination Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHZ (+$33M), DRIV (+$11M), LIT (+$9.5M), SCHX (+$7.2M), AGG, SPAB, MINT, QQQ, IEMG, AMZN.
- Started 30 new stock positions in NOC, TFC, APAM, XLV, PLD, IEFA, PRU, YUMC, O, LOW.
- Reduced shares in these 10 stocks: CLX (-$19M), SDY (-$8.6M), NVDA, IVV, COST, BX, BAX, VUG, SPY, GOOGL.
- Sold out of its positions in T, ATVI, ETB, ICLN.
- Destination Wealth Management was a net buyer of stock by $72M.
- Destination Wealth Management has $2.8B in assets under management (AUM), dropping by 9.69%.
- 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
Companies in the Destination Wealth Management portfolio as of the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 6.5 | $184M | +2% | 1.6M | 114.08 | |
| Apple (AAPL) | 5.4 | $153M | 863k | 177.57 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 3.3 | $93M | -8% | 722k | 129.12 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 3.1 | $87M | 761k | 114.51 | ||
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.5 | $72M | +2% | 679k | 105.88 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.5 | $71M | -3% | 150k | 476.99 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 2.5 | $71M | 162k | 439.02 | ||
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.4 | $68M | +2% | 1.3M | 53.88 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.2 | $62M | -2% | 194k | 320.90 | |
| Costco Wholesale Corporation (COST) | 2.2 | $61M | -3% | 108k | 567.70 | |
| Ishares Tr U.s. Utilits Etf (IDU) | 2.1 | $60M | 679k | 88.43 | ||
| Microsoft Corporation (MSFT) | 2.1 | $59M | 175k | 336.32 | ||
| Ishares Core Msci Emkt (IEMG) | 2.1 | $59M | +3% | 980k | 59.86 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.0 | $57M | 201k | 283.08 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $53M | 18k | 2897.02 | ||
| Amazon (AMZN) | 1.8 | $50M | +4% | 15k | 3334.35 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.7 | $49M | +200% | 910k | 53.90 | |
| Danaher Corporation (DHR) | 1.7 | $49M | 148k | 329.01 | ||
| Johnson & Johnson (JNJ) | 1.5 | $43M | +3% | 251k | 171.07 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $43M | 119k | 359.32 | ||
| Visa Com Cl A (V) | 1.5 | $42M | +3% | 194k | 216.71 | |
| Colgate-Palmolive Company (CL) | 1.5 | $41M | 482k | 85.34 | ||
| Ishares Tr Core Total Usd (IUSB) | 1.5 | $41M | 774k | 52.93 | ||
| Walt Disney Company (DIS) | 1.4 | $40M | +2% | 257k | 154.89 | |
| Ishares Tr Exponential Tech (XT) | 1.3 | $36M | 548k | 66.07 | ||
| Fortive (FTV) | 1.2 | $35M | +2% | 456k | 76.29 | |
| Pfizer (PFE) | 1.2 | $34M | 583k | 59.05 | ||
| Qualcomm (QCOM) | 1.2 | $33M | 181k | 182.87 | ||
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.1 | $32M | 639k | 50.73 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $32M | 411k | 78.68 | ||
| Abbott Laboratories (ABT) | 1.1 | $32M | 226k | 140.74 | ||
| Blackstone Group Inc Com Cl A (BX) | 1.1 | $30M | -5% | 232k | 129.39 | |
| Zoetis Cl A (ZTS) | 1.0 | $30M | 121k | 244.03 | ||
| Waste Management (WM) | 0.9 | $27M | 161k | 166.90 | ||
| TJX Companies (TJX) | 0.9 | $26M | 347k | 75.92 | ||
| JPMorgan Chase & Co. (JPM) | 0.9 | $26M | 163k | 158.35 | ||
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.9 | $25M | 503k | 50.43 | ||
| American Express Company (AXP) | 0.9 | $25M | 151k | 163.60 | ||
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.9 | $24M | +8% | 483k | 50.48 | |
| McDonald's Corporation (MCD) | 0.9 | $24M | 91k | 268.06 | ||
| Intercontinental Exchange (ICE) | 0.9 | $24M | 178k | 136.77 | ||
| Nike CL B (NKE) | 0.9 | $24M | 145k | 166.67 | ||
| Target Corporation (TGT) | 0.8 | $24M | 104k | 231.44 | ||
| Baxter International (BAX) | 0.8 | $23M | -6% | 266k | 85.84 | |
| American Tower Reit (AMT) | 0.8 | $22M | 76k | 292.49 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $21M | +50% | 187k | 113.82 | |
| Ecolab (ECL) | 0.8 | $21M | 90k | 234.59 | ||
| Stryker Corporation (SYK) | 0.7 | $21M | 79k | 267.42 | ||
| Etf Managers Tr Prime Cybr Scrty (HACK) | 0.7 | $20M | 333k | 61.45 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $20M | -2% | 167k | 120.31 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.7 | $20M | +16% | 196k | 101.56 | |
| AFLAC Incorporated (AFL) | 0.7 | $20M | 336k | 58.39 | ||
| Ishares Tr Gov/cred Bd Etf (GBF) | 0.7 | $19M | 158k | 121.53 | ||
| Capital One Financial (COF) | 0.7 | $19M | +2% | 132k | 145.09 | |
| Wal-Mart Stores (WMT) | 0.7 | $19M | 131k | 144.69 | ||
| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.7 | $19M | 375k | 50.38 | ||
| Merck & Co (MRK) | 0.6 | $18M | 231k | 76.64 | ||
| Verizon Communications (VZ) | 0.6 | $18M | 337k | 51.96 | ||
| Southwest Airlines (LUV) | 0.6 | $16M | -4% | 375k | 42.84 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $15M | -3% | 70k | 221.01 | |
| Citigroup Com New (C) | 0.5 | $15M | 252k | 60.39 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) | 0.5 | $14M | 44k | 324.03 | ||
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.4 | $12M | 205k | 59.74 | ||
| Ross Stores (ROST) | 0.4 | $12M | 106k | 114.28 | ||
| Global X Fds Autonmous Ev Etf (DRIV) | 0.4 | $11M | +3394% | 355k | 30.53 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.4 | $11M | 238k | 44.36 | ||
| Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $11M | +5% | 336k | 31.18 | |
| Global X Fds Lithium Btry Etf (LIT) | 0.4 | $9.9M | +2031% | 118k | 84.44 | |
| Vanguard World Mega Cap Index (MGC) | 0.3 | $9.3M | -2% | 56k | 168.08 | |
| Procter & Gamble Company (PG) | 0.3 | $9.2M | 56k | 163.59 | ||
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $9.2M | +2% | 280k | 32.86 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $8.3M | -5% | 28k | 299.00 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $8.3M | -4% | 455k | 18.21 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.3 | $8.3M | 75k | 109.41 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $8.0M | -13% | 17k | 474.94 | |
| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.3 | $7.6M | 92k | 82.23 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $7.4M | +54% | 19k | 397.87 | |
| Pepsi (PEP) | 0.2 | $6.8M | +5% | 39k | 173.70 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $6.6M | +6% | 46k | 142.93 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $6.5M | +5% | 166k | 38.87 | |
| Coca-Cola Company (KO) | 0.2 | $6.1M | 103k | 59.21 | ||
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $6.0M | 102k | 59.27 | ||
| Lockheed Martin Corporation (LMT) | 0.2 | $5.9M | 17k | 355.41 | ||
| Vanguard World Fds Health Car Etf (VHT) | 0.2 | $5.8M | -2% | 22k | 266.42 | |
| Unilever Spon Adr New (UL) | 0.2 | $5.8M | -3% | 108k | 53.79 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $5.7M | -2% | 74k | 77.12 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $5.5M | -3% | 21k | 264.45 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $4.7M | +72% | 42k | 113.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $4.7M | +30% | 1.6k | 2893.28 | |
| Chevron Corporation (CVX) | 0.2 | $4.3M | +13% | 36k | 117.35 | |
| Pimco Etf Tr Enhancd Short (EMNT) | 0.1 | $3.7M | +25% | 37k | 100.17 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.6M | -4% | 25k | 147.13 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $3.4M | 33k | 102.39 | ||
| NVIDIA Corporation (NVDA) | 0.1 | $3.3M | -45% | 11k | 294.12 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.3M | +2% | 28k | 116.01 | |
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $3.2M | NEW | 108k | 29.62 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $3.0M | +2% | 76k | 39.43 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $3.0M | +7% | 28k | 106.25 | |
| Intel Corporation (INTC) | 0.1 | $2.9M | -8% | 57k | 51.50 | |
| Home Depot (HD) | 0.1 | $2.8M | +22% | 6.8k | 414.99 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $2.4M | +81% | 29k | 84.08 | |
| Vanguard World Fds Consum Dis Etf (VCR) | 0.1 | $2.4M | -4% | 7.1k | 340.63 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $2.4M | -3% | 108k | 22.10 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $2.3M | -7% | 36k | 65.85 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $2.1M | +80% | 70k | 29.63 | |
| Ishares Tr Us Telecom Etf (IYZ) | 0.1 | $2.0M | -2% | 62k | 32.91 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.9M | +4% | 4.3k | 436.49 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.7M | -2% | 21k | 80.43 | |
| Cisco Systems (CSCO) | 0.0 | $1.4M | 22k | 63.37 | ||
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $1.3M | +42% | 21k | 62.35 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.2M | NEW | 5.3k | 227.71 | |
| BlackRock (BLK) | 0.0 | $1.1M | 1.2k | 915.70 | ||
| UnitedHealth (UNH) | 0.0 | $1.1M | NEW | 2.2k | 502.27 | |
| Boeing Company (BA) | 0.0 | $1.1M | -3% | 5.5k | 201.28 | |
| Meta Platforms Cl A (FB) | 0.0 | $1.1M | +6% | 3.2k | 336.47 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $1.0M | +187% | 4.2k | 241.56 | |
| Clorox Company (CLX) | 0.0 | $1.0M | -94% | 5.8k | 174.39 | |
| Edwards Lifesciences (EW) | 0.0 | $1.0M | 7.8k | 129.59 | ||
| Xilinx | 0.0 | $980k | 4.6k | 212.12 | ||
| Prudential Financial (PRU) | 0.0 | $957k | NEW | 8.8k | 108.22 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $915k | 3.0k | 305.51 | ||
| Northrop Grumman Corporation (NOC) | 0.0 | $905k | NEW | 2.3k | 387.08 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $815k | 8.8k | 92.89 | ||
| United Security Bancshares (UBFO) | 0.0 | $767k | 95k | 8.12 | ||
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $766k | +39% | 28k | 27.90 | |
| Ishares U S Etf Tr Int Rt Hd Long (IGBH) | 0.0 | $725k | 29k | 24.83 | ||
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $682k | 6.2k | 110.41 | ||
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $678k | 3.1k | 219.63 | ||
| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.0 | $664k | +11% | 12k | 55.18 | |
| Metropcs Communications (TMUS) | 0.0 | $656k | NEW | 5.7k | 115.92 | |
| General Motors Company (GM) | 0.0 | $577k | NEW | 9.8k | 58.65 | |
| Bank of America Corporation (BAC) | 0.0 | $575k | -5% | 13k | 44.50 | |
| Netflix (NFLX) | 0.0 | $573k | +29% | 951.00 | 602.52 | |
| Honeywell International (HON) | 0.0 | $571k | +4% | 2.7k | 208.39 | |
| California Bancorp (CALB) | 0.0 | $557k | 26k | 21.22 | ||
| Trinet (TNET) | 0.0 | $554k | -25% | 5.8k | 95.19 | |
| Yum! Brands (YUM) | 0.0 | $553k | +61% | 4.0k | 138.87 | |
| Eli Lilly & Co. (LLY) | 0.0 | $544k | +76% | 2.0k | 276.00 | |
| Prologis (PLD) | 0.0 | $536k | NEW | 3.2k | 168.50 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $533k | -5% | 3.3k | 163.70 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $533k | -9% | 3.1k | 171.71 | |
| J P Morgan Exchange-traded F Betabuldrs Japan (BBJP) | 0.0 | $526k | 9.6k | 55.06 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $497k | +24% | 4.7k | 104.87 | |
| Abbvie (ABBV) | 0.0 | $488k | +63% | 3.6k | 135.33 | |
| International Business Machines (IBM) | 0.0 | $487k | +22% | 3.6k | 133.75 | |
| Dbx Etf Tr Xtrckr Msci Us (USSG) | 0.0 | $468k | NEW | 11k | 44.35 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $460k | 8.3k | 55.58 | ||
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $433k | 12k | 35.91 | ||
| Tesla Motors (TSLA) | 0.0 | $433k | -13% | 410.00 | 1056.10 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $419k | +25% | 3.9k | 107.44 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $417k | NEW | 3.9k | 106.90 | |
| Morgan Stanley Com New (MS) | 0.0 | $397k | 4.0k | 98.10 | ||
| Netease Sponsored Ads (NTES) | 0.0 | $388k | 3.8k | 101.70 | ||
| Eversource Energy (ES) | 0.0 | $382k | 4.2k | 91.04 | ||
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $382k | 3.5k | 107.97 | ||
| Marsh & McLennan Companies (MMC) | 0.0 | $382k | 2.2k | 173.72 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $376k | NEW | 2.7k | 141.04 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $374k | 1.5k | 254.59 | ||
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $369k | NEW | 9.4k | 39.08 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.0 | $367k | NEW | 6.1k | 60.41 | |
| Applied Materials (AMAT) | 0.0 | $352k | -13% | 2.2k | 157.56 | |
| Oracle Corporation (ORCL) | 0.0 | $345k | +7% | 4.0k | 87.21 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $339k | 1.8k | 188.23 | ||
| Automatic Data Processing (ADP) | 0.0 | $338k | -3% | 1.4k | 246.36 | |
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.0 | $337k | NEW | 7.1k | 47.62 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $325k | +46% | 408.00 | 796.57 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $324k | -6% | 2.5k | 129.03 | |
| Xcel Energy (XEL) | 0.0 | $309k | 4.6k | 67.79 | ||
| Amgen (AMGN) | 0.0 | $308k | 1.4k | 224.65 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $301k | -8% | 1.9k | 162.70 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $298k | +8% | 3.0k | 100.88 | |
| Ishares Msci Frontier (FM) | 0.0 | $296k | +3% | 8.6k | 34.53 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $295k | 4.4k | 67.57 | ||
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.0 | $284k | 2.5k | 115.17 | ||
| Csw Industrials (CSWI) | 0.0 | $283k | NEW | 2.3k | 120.89 | |
| Starbucks Corporation (SBUX) | 0.0 | $281k | 2.4k | 116.94 | ||
| Abiomed (ABMD) | 0.0 | $279k | 777.00 | 359.07 | ||
| Public Storage (PSA) | 0.0 | $267k | NEW | 714.00 | 373.95 | |
| Travelers Companies (TRV) | 0.0 | $264k | NEW | 1.7k | 156.68 | |
| Caterpillar (CAT) | 0.0 | $262k | NEW | 1.3k | 206.79 | |
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.0 | $256k | 2.7k | 95.77 | ||
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $249k | NEW | 3.2k | 77.59 | |
| T. Rowe Price (TROW) | 0.0 | $249k | 1.3k | 196.99 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $248k | NEW | 682.00 | 363.64 | |
| Deere & Company (DE) | 0.0 | $238k | NEW | 693.00 | 343.43 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $237k | -54% | 418.00 | 566.99 | |
| 3M Company (MMM) | 0.0 | $235k | -3% | 1.3k | 177.63 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $233k | 2.0k | 117.68 | ||
| Lowe's Companies (LOW) | 0.0 | $229k | NEW | 886.00 | 258.46 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $220k | NEW | 6.3k | 34.82 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $218k | 1.3k | 167.56 | ||
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $217k | NEW | 7.5k | 28.76 | |
| Realty Income (O) | 0.0 | $215k | NEW | 3.0k | 71.67 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $208k | NEW | 2.9k | 72.47 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $208k | NEW | 2.2k | 96.74 | |
| Truist Financial Corp equities (TFC) | 0.0 | $207k | NEW | 3.5k | 58.67 | |
| Yum China Holdings (YUMC) | 0.0 | $204k | NEW | 4.1k | 49.88 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $202k | NEW | 2.7k | 74.79 |
Past Filings by Destination Wealth Management
SEC 13F filings are viewable for Destination Wealth Management going back to 2011
- 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
- Destination Wealth Management 2020 Q3 filed Nov. 12, 2020
- Destination Wealth Management 2020 Q2 filed Aug. 14, 2020
- Destination Wealth Management 2020 Q1 filed May 13, 2020
- Destination Wealth Management 2019 Q4 filed Feb. 12, 2020
- Destination Wealth Management 2019 Q3 filed Nov. 13, 2019
- Destination Wealth Management 2019 Q2 filed July 19, 2019
- Destination Wealth Management 2019 Q1 filed May 1, 2019
- Destination Wealth Management 2018 Q4 filed Feb. 5, 2019
- Destination Wealth Management 2018 Q3 filed Nov. 7, 2018
- Destination Wealth Management 2018 Q2 filed July 31, 2018
- Destination Wealth Management 2018 Q1 filed April 5, 2018