YCMNET Advisors

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

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Positions held by YCMNET Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Destination Wealth Management

Destination Wealth Management holds 192 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.8 $118M -2% 866k 136.72
Ishares Tr Core Us Aggbd Et (AGG) 4.6 $115M -9% 1.1M 101.68
Spdr Ser Tr Portfolio Short (SPSB) 3.6 $89M NEW 3.0M 29.73
Spdr Ser Tr S&p Divid Etf (SDY) 3.4 $86M 720k 118.69
Ishares Tr Core S&p Scp Etf (IJR) 2.8 $70M 759k 92.41
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.7 $68M 670k 101.43
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 2.7 $67M -9% 739k 90.26
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.5 $61M -7% 1.2M 50.55
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.3 $58M +324% 1.2M 47.87
Ishares Tr U.s. Utilits Etf (IDU) 2.2 $55M -4% 642k 85.60
Ishares Tr Core S&p500 Etf (IVV) 2.1 $52M +3% 137k 379.15
Ishares Core Msci Emkt (IEMG) 2.1 $51M 1.0M 49.06
Ishares Tr Expnd Tec Sc Etf (IGM) 2.0 $48M 164k 294.39
Costco Wholesale Corporation (COST) 1.9 $48M -2% 100k 479.28
Ishares Tr Core S&p Mcp Etf (IJH) 1.8 $46M 202k 226.23
Microsoft Corporation (MSFT) 1.8 $45M 173k 256.83
Johnson & Johnson (JNJ) 1.8 $44M 250k 177.51
Colgate-Palmolive Company (CL) 1.6 $40M 500k 80.14
Alphabet Cap Stk Cl A (GOOGL) 1.6 $40M 18k 2179.25
Visa Com Cl A (V) 1.6 $39M 198k 196.89
Vanguard Index Fds Growth Etf (VUG) 1.6 $39M 174k 222.89
Mastercard Incorporated Cl A (MA) 1.5 $38M 121k 315.48
Danaher Corporation (DHR) 1.5 $37M 148k 253.52
Ishares Tr Core Total Usd (IUSB) 1.4 $35M -8% 744k 46.82
Amazon (AMZN) 1.4 $34M +1953% 320k 106.21
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.3 $31M -4% 621k 49.92
JPMorgan Chase & Co. (JPM) 1.2 $30M +2% 266k 112.61
Pfizer (PFE) 1.2 $30M 568k 52.43
Walt Disney Company (DIS) 1.1 $27M +7% 289k 94.40
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.1 $27M +3% 532k 50.09
Ishares Tr Msci Eafe Etf (EFA) 1.1 $26M 420k 62.49
Fortive (FTV) 1.0 $26M 476k 54.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $25M +140% 560k 44.66
Abbott Laboratories (ABT) 1.0 $25M 229k 108.65
Waste Management (WM) 1.0 $24M 158k 152.98
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.9 $23M -7% 480k 47.40
Qualcomm (QCOM) 0.9 $23M 177k 127.74
McDonald's Corporation (MCD) 0.9 $22M 91k 246.88
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.9 $22M +3% 225k 99.11
Merck & Co (MRK) 0.9 $22M 238k 91.17
Zoetis Cl A (ZTS) 0.8 $21M 121k 171.89
American Tower Reit (AMT) 0.8 $20M 79k 255.58
TJX Companies (TJX) 0.8 $20M 351k 55.85
Blackstone Group Inc Com Cl A (BX) 0.8 $20M -2% 214k 91.23
American Express Company (AXP) 0.8 $19M -3% 140k 138.62
Verizon Communications (VZ) 0.8 $19M 368k 50.75
AFLAC Incorporated (AFL) 0.7 $18M 322k 55.33
Global X Fds Us Infr Dev Etf (PAVE) 0.7 $18M -5% 768k 22.77
Ishares Tr Gov/cred Bd Etf (GBF) 0.7 $16M -6% 150k 107.53
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.6 $16M -7% 360k 44.75
Baxter International (BAX) 0.6 $16M -3% 250k 64.23
Stryker Corporation (SYK) 0.6 $16M 81k 198.93
Wal-Mart Stores (WMT) 0.6 $16M 131k 121.58
Intercontinental Exchange (ICE) 0.6 $15M -9% 163k 94.04
Etf Managers Tr Prime Cybr Scrty (HACK) 0.6 $15M 332k 45.80
Ecolab (ECL) 0.6 $15M +2% 97k 153.76
Southwest Airlines (LUV) 0.6 $15M -5% 413k 36.12
Nike CL B (NKE) 0.6 $14M -5% 140k 102.20
Target Corporation (TGT) 0.6 $14M -6% 98k 141.23
Capital One Financial (COF) 0.6 $14M 133k 104.19
Ansys (ANSS) 0.5 $13M NEW 54k 239.30
Ishares Tr Exponential Tech (XT) 0.5 $13M -16% 262k 47.93
Vanguard Index Fds Large Cap Etf (VV) 0.4 $11M 61k 172.34
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.4 $10M 44k 236.33
Ishares Tr Usd Inv Grde Etf (USIG) 0.4 $10M -3% 200k 50.97
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.4 $10M NEW 204k 48.94
Asml Holding N V N Y Registry Shs (ASML) 0.4 $9.9M +4768% 21k 475.89
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $9.5M 351k 27.16
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $9.1M -2% 233k 38.98
Global X Fds Lithium Btry Etf (LIT) 0.3 $8.5M -4% 117k 72.62
Global X Fds Autonmous Ev Etf (DRIV) 0.3 $8.3M -4% 387k 21.47
Ross Stores (ROST) 0.3 $8.2M 117k 70.23
Procter & Gamble Company (PG) 0.3 $8.2M 57k 143.79
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $8.0M 282k 28.22
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $7.7M +5% 81k 95.25
Lockheed Martin Corporation (LMT) 0.3 $7.7M 18k 429.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $7.6M +66% 243k 31.45
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $7.2M +92% 301k 24.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $6.8M +3% 25k 273.04
Kimberly-Clark Corporation (KMB) 0.3 $6.7M +6% 50k 135.16
Vanguard World Mega Cap Index (MGC) 0.3 $6.7M -2% 51k 131.81
Pepsi (PEP) 0.3 $6.7M 40k 166.66
Coca-Cola Company (KO) 0.3 $6.4M 103k 62.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $5.9M -3% 16k 377.24
Unilever Spon Adr New (UL) 0.2 $5.9M +2% 128k 45.83
Ishares Tr Gbl Comm Svc Etf (IXP) 0.2 $5.8M 95k 61.18
Chevron Corporation (CVX) 0.2 $5.3M 37k 144.77
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $4.8M -3% 67k 72.18
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $4.7M +144% 106k 44.19
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $4.6M -10% 91k 51.06
Vanguard World Fds Health Car Etf (VHT) 0.2 $4.6M -2% 20k 235.48
Pimco Etf Tr Enhancd Short (EMNT) 0.2 $4.2M +3% 43k 98.49
Ishares Tr Rus 1000 Etf (IWB) 0.2 $4.0M -2% 19k 207.76
NVIDIA Corporation (NVDA) 0.2 $4.0M -72% 26k 151.58
Alphabet Cap Stk Cl C (GOOG) 0.1 $3.7M +3% 1.7k 2187.17
Palantir Technologies Cl A (PLTR) 0.1 $3.4M -9% 370k 9.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $3.3M 12k 280.30
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $3.2M +21% 83k 38.99
Vanguard Index Fds Value Etf (VTV) 0.1 $3.1M 24k 131.86
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $3.1M +189% 121k 25.38
UnitedHealth (UNH) 0.1 $2.7M +764% 5.2k 513.72
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.5M 28k 91.09
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.4M -2% 74k 32.88
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $2.4M 29k 80.67
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $2.3M -84% 28k 81.74
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $2.2M -2% 108k 20.27
Intel Corporation (INTC) 0.1 $2.0M -2% 54k 37.41
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $2.0M +109% 77k 26.35
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $2.0M +60% 32k 62.74
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.1 $1.8M NEW 52k 34.91
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $1.7M -2% 35k 50.45
Home Depot (HD) 0.1 $1.6M -5% 6.0k 274.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.6M +21% 4.7k 346.86
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $1.5M -3% 6.5k 227.48
Ishares Tr Us Telecom Etf (IYZ) 0.1 $1.4M -4% 57k 25.12
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $1.3M 24k 56.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $1.2M +457% 6.4k 188.66
Charles Schwab Corporation (SCHW) 0.0 $1.1M -46% 18k 63.15
Tesla Motors (TSLA) 0.0 $1.0M +278% 1.5k 673.67
Cisco Systems (CSCO) 0.0 $888k 21k 42.66
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $871k 3.1k 281.69
Edwards Lifesciences (EW) 0.0 $839k +16% 8.8k 95.07
Eversource Energy (ES) 0.0 $775k 9.2k 84.49
BlackRock (BLK) 0.0 $772k +9% 1.3k 609.31
Meta Platforms Cl A (META) 0.0 $738k +19% 4.6k 161.21
United Security Bancshares (UBFO) 0.0 $720k 95k 7.62
Boeing Company (BA) 0.0 $708k -4% 5.2k 136.73
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $698k NEW 8.4k 82.78
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $680k +3% 3.1k 218.58
Ishares Tr Short Treas Bd (SHV) 0.0 $675k +2% 6.1k 110.02
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $630k 8.8k 71.89
Eli Lilly & Co. (LLY) 0.0 $624k +18% 1.9k 324.16
Advanced Micro Devices (AMD) 0.0 $607k 7.9k 76.45
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $601k +3% 12k 52.27
Bank of America Corporation (BAC) 0.0 $584k -10% 19k 31.12
Applied Materials (AMAT) 0.0 $548k +107% 6.0k 91.05
Ishares Tr Core High Dv Etf (HDV) 0.0 $534k +73% 5.3k 100.39
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $524k 22k 24.30
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.0 $514k -23% 22k 23.07
California Bancorp (CALB) 0.0 $506k 26k 19.28
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $505k -12% 3.5k 143.59
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $487k NEW 9.9k 49.02
Abbvie (ABBV) 0.0 $483k 3.2k 153.09
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $477k NEW 6.3k 75.25
Duke Energy Corp Com New (DUK) 0.0 $460k 4.3k 107.28
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $453k NEW 9.2k 49.16
Starbucks Corporation (SBUX) 0.0 $449k +26% 5.9k 76.32
International Business Machines (IBM) 0.0 $442k +31% 3.1k 141.35
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.0 $421k 9.6k 44.07
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $412k +14% 7.1k 58.02
Honeywell International (HON) 0.0 $403k -5% 2.3k 173.78
Ishares Tr Core Div Grwth (DGRO) 0.0 $389k 8.2k 47.58
Northrop Grumman Corporation (NOC) 0.0 $385k NEW 805.00 478.26
Texas Instruments Incorporated (TXN) 0.0 $366k +31% 2.4k 153.65
Clorox Company (CLX) 0.0 $365k -7% 2.6k 140.87
Oracle Corporation (ORCL) 0.0 $364k 5.2k 69.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $361k +42% 5.0k 71.63
Amgen (AMGN) 0.0 $357k +23% 1.5k 243.19
Netease Sponsored Ads (NTES) 0.0 $351k 3.8k 93.35
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $350k NEW 4.6k 76.80
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $349k +8% 3.3k 104.71
At&t (T) 0.0 $334k +7% 16k 20.93
Exxon Mobil Corporation (XOM) 0.0 $326k 3.8k 85.65
Xcel Energy (XEL) 0.0 $323k 4.6k 70.66
Morgan Stanley Com New (MS) 0.0 $312k -6% 4.1k 76.13
Travelers Companies (TRV) 0.0 $307k +6% 1.8k 169.33
Raytheon Technologies Corp (RTX) 0.0 $302k +2% 3.1k 96.21
Yum! Brands (YUM) 0.0 $299k -18% 2.6k 113.69
ConocoPhillips (COP) 0.0 $286k +36% 3.2k 89.91
Ishares Tr Tips Bd Etf (TIP) 0.0 $282k -32% 2.5k 113.89
Wells Fargo & Company (WFC) 0.0 $282k +2% 7.2k 39.18
Caterpillar (CAT) 0.0 $276k +21% 1.5k 178.99
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $274k -11% 4.9k 55.84
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $264k NEW 8.0k 32.85
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $259k -12% 3.1k 83.95
Ishares Msci Frontier (FM) 0.0 $254k +13% 9.5k 26.87
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $252k 2.5k 102.19
Nxp Semiconductors N V (NXPI) 0.0 $252k NEW 1.7k 148.06
Automatic Data Processing (ADP) 0.0 $246k 1.2k 210.08
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $238k 772.00 308.29
Bristol Myers Squibb (BMY) 0.0 $237k NEW 3.1k 77.12
Ishares Tr Core Msci Intl (IDEV) 0.0 $235k 4.4k 53.83
Prologis (PLD) 0.0 $231k -4% 2.0k 117.86
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $228k 1.7k 134.12
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $225k -8% 11k 20.35
Select Sector Spdr Tr Financial (XLF) 0.0 $214k -34% 6.8k 31.45
Activision Blizzard (ATVI) 0.0 $209k 2.7k 77.90
Sempra Energy (SRE) 0.0 $205k NEW 1.4k 149.96
Ishares Gold Tr Ishares New (IAU) 0.0 $202k -11% 5.9k 34.34
Vishay Intertechnology (VSH) 0.0 $178k NEW 10k 17.80
DNP Select Income Fund (DNP) 0.0 $116k NEW 11k 10.82
Bellerophon Therapeutics Com New (BLPH) 0.0 $12k NEW 10k 1.20

Past Filings by Destination Wealth Management

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

View all past filings