YCMNET Advisors
Latest statistics and disclosures from Destination Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AGG, SPSB, SDY, IJR, and represent 20.48% of Destination Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: RSPT (+$7.8M), AGG (+$5.1M), SPSB, SDY, AAPL, DIS, IGSB, IUSB, IEMG, STIP.
- Started 8 new stock positions in ITOT, PSX, Veralto Corp, NVO, KIND, PEN, SPYD, VEA.
- Reduced shares in these 10 stocks: IGM (-$6.1M), SCHZ (-$5.4M), MSFT, SPAB, VUG, MA, GOOGL, TJX, COST, AFL.
- Sold out of its positions in Apexigen, BAC, MUC, BOTZ, HON, IBB, IDEV, SRE, TCHP, VXUS. VSGX, VBR.
- Destination Wealth Management was a net buyer of stock by $10M.
- Destination Wealth Management has $2.6B in assets under management (AUM), dropping by -4.11%.
- Central Index Key (CIK): 0001278573
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Portfolio Holdings for Destination Wealth Management
Destination Wealth Management holds 191 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.9 | $153M | 893k | 171.21 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 4.5 | $117M | +4% | 1.2M | 94.04 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 4.0 | $103M | +2% | 3.5M | 29.32 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 3.1 | $81M | +2% | 701k | 115.01 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.9 | $74M | 781k | 94.33 |
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| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 2.5 | $65M | +2% | 701k | 92.55 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.5 | $63M | +2% | 652k | 96.92 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.4 | $63M | +3% | 1.3M | 49.83 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.3 | $59M | 137k | 429.43 |
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| Ishares Core Msci Emkt (IEMG) | 2.1 | $54M | +3% | 1.1M | 47.59 |
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| Costco Wholesale Corporation (COST) | 2.0 | $51M | 91k | 564.96 |
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| Microsoft Corporation (MSFT) | 1.9 | $50M | -4% | 158k | 315.75 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.9 | $50M | 200k | 249.35 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 1.9 | $49M | -11% | 127k | 382.18 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 1.8 | $47M | 633k | 73.58 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.8 | $46M | -3% | 169k | 272.31 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $46M | -2% | 350k | 130.86 |
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| Amazon (AMZN) | 1.8 | $45M | 355k | 127.12 |
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| Mastercard Incorporated Cl A (MA) | 1.7 | $45M | -2% | 113k | 395.91 |
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| Visa Com Cl A (V) | 1.7 | $44M | 193k | 230.01 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.5 | $39M | -12% | 887k | 44.23 |
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| Johnson & Johnson (JNJ) | 1.5 | $39M | 251k | 155.75 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $39M | 267k | 145.02 |
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| Colgate-Palmolive Company (CL) | 1.4 | $37M | +2% | 518k | 71.11 |
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| Danaher Corporation (DHR) | 1.4 | $37M | 148k | 248.10 |
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| Fortive (FTV) | 1.4 | $36M | -2% | 480k | 74.16 |
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| Ishares Tr Core Total Usd (IUSB) | 1.4 | $35M | +5% | 805k | 43.72 |
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| Walt Disney Company (DIS) | 1.2 | $31M | +7% | 385k | 81.05 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.2 | $30M | 431k | 68.92 |
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| TJX Companies (TJX) | 1.0 | $27M | -3% | 302k | 88.88 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.0 | $25M | +3% | 247k | 100.14 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.9 | $23M | +2% | 497k | 46.38 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.9 | $23M | 452k | 50.89 |
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| Abbott Laboratories (ABT) | 0.9 | $23M | 236k | 96.85 |
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| Blackstone Group Inc Com Cl A (BX) | 0.9 | $23M | 213k | 107.14 |
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| Waste Management (WM) | 0.9 | $23M | 148k | 152.44 |
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| Merck & Co (MRK) | 0.9 | $23M | 218k | 102.95 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.9 | $22M | -3% | 727k | 30.38 |
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| McDonald's Corporation (MCD) | 0.8 | $22M | 83k | 263.44 |
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| Zoetis Cl A (ZTS) | 0.8 | $21M | 122k | 173.98 |
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| Qualcomm (QCOM) | 0.8 | $21M | +2% | 189k | 111.06 |
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| Stryker Corporation (SYK) | 0.8 | $21M | 76k | 273.27 |
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| AFLAC Incorporated (AFL) | 0.8 | $21M | -3% | 269k | 76.75 |
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| Ansys (ANSS) | 0.8 | $21M | 69k | 297.55 |
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| American Express Company (AXP) | 0.8 | $20M | 137k | 149.19 |
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| Wal-Mart Stores (WMT) | 0.8 | $20M | 126k | 159.93 |
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| Charles Schwab Corporation (SCHW) | 0.8 | $20M | 366k | 54.90 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $20M | -3% | 395k | 50.60 |
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| Pfizer (PFE) | 0.8 | $20M | +3% | 601k | 33.17 |
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| Intercontinental Exchange (ICE) | 0.8 | $20M | 179k | 110.02 |
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| Thermo Fisher Scientific (TMO) | 0.7 | $19M | 37k | 506.17 |
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| Ecolab (ECL) | 0.7 | $18M | 107k | 169.40 |
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| Etf Managers Tr Prime Cybr Scrty (HACK) | 0.7 | $18M | 343k | 51.60 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $18M | 30k | 588.67 |
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| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.6 | $16M | +5% | 397k | 41.17 |
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| Ishares Tr Gov/cred Bd Etf (GBF) | 0.6 | $16M | +7% | 161k | 100.06 |
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| Nike CL B (NKE) | 0.6 | $16M | +3% | 163k | 95.62 |
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| Capital One Financial (COF) | 0.6 | $15M | +2% | 155k | 97.05 |
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| Verizon Communications (VZ) | 0.6 | $15M | +5% | 454k | 32.41 |
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| American Tower Reit (AMT) | 0.6 | $15M | +4% | 88k | 164.45 |
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| Ross Stores (ROST) | 0.5 | $13M | 117k | 112.95 |
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| Target Corporation (TGT) | 0.5 | $13M | +6% | 119k | 110.57 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.5 | $13M | +3% | 281k | 45.30 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $11M | -6% | 56k | 195.69 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $11M | +6% | 425k | 25.40 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.4 | $10M | +3% | 214k | 48.07 |
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| Global X Fds Autonmous Ev Etf (DRIV) | 0.4 | $10M | 433k | 23.49 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.4 | $10M | 246k | 40.96 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.4 | $9.3M | 330k | 28.20 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $8.8M | +770% | 313k | 28.15 |
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| Procter & Gamble Company (PG) | 0.3 | $8.4M | 58k | 145.86 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $8.2M | +2% | 344k | 23.77 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $7.4M | 17k | 427.48 |
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| Unilever Spon Adr New (UL) | 0.3 | $7.3M | 147k | 49.40 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.3 | $7.2M | +4% | 82k | 87.90 |
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| Vanguard World Mega Cap Index (MGC) | 0.3 | $7.2M | -4% | 47k | 151.87 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $7.0M | 17k | 408.95 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $7.0M | -4% | 20k | 350.30 |
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| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.3 | $6.9M | 102k | 68.31 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $6.5M | 65k | 100.67 |
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| Pepsi (PEP) | 0.2 | $6.4M | 38k | 169.44 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $6.4M | 53k | 120.85 |
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| Coca-Cola Company (KO) | 0.2 | $5.7M | 103k | 55.98 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $5.5M | -6% | 161k | 33.96 |
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| Chevron Corporation (CVX) | 0.2 | $5.4M | -3% | 32k | 168.62 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $5.1M | +5% | 105k | 48.65 |
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| Pimco Etf Tr Enhancd Short (EMNT) | 0.2 | $4.7M | +2% | 48k | 98.12 |
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| NVIDIA Corporation (NVDA) | 0.2 | $4.6M | 11k | 434.98 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $4.6M | +14% | 13k | 358.28 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.2 | $4.3M | 78k | 55.17 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $4.2M | 62k | 68.81 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.2 | $4.2M | -3% | 18k | 235.10 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $4.1M | -11% | 18k | 234.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $3.7M | -3% | 28k | 131.85 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $3.4M | -9% | 68k | 49.85 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.3M | -4% | 24k | 137.93 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $3.3M | -13% | 139k | 23.94 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $3.0M | +7% | 33k | 89.97 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $2.4M | 113k | 20.99 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.2M | +4% | 72k | 30.15 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.0M | -7% | 27k | 75.66 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $2.0M | +8% | 40k | 50.74 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $2.0M | -45% | 82k | 24.34 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.9M | -8% | 45k | 41.42 |
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| Vanguard World Fds Consum Dis Etf (VCR) | 0.1 | $1.8M | -7% | 6.6k | 269.39 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $1.7M | -2% | 16k | 110.47 |
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| Home Depot (HD) | 0.1 | $1.7M | -22% | 5.6k | 302.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.6M | +13% | 4.1k | 392.74 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $1.6M | 32k | 48.50 |
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| Ishares Tr Us Telecom Etf (IYZ) | 0.1 | $1.5M | 71k | 21.30 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.3M | +10% | 6.3k | 212.40 |
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| Intel Corporation (INTC) | 0.1 | $1.3M | -11% | 37k | 35.55 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $1.2M | -11% | 18k | 67.68 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.1M | 3.1k | 347.74 |
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| Eli Lilly & Co. (LLY) | 0.0 | $987k | +9% | 1.8k | 537.10 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $979k | +15% | 18k | 54.84 |
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| Cisco Systems (CSCO) | 0.0 | $956k | 18k | 53.76 |
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| Boeing Company (BA) | 0.0 | $938k | +6% | 4.9k | 191.67 |
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| Meta Platforms Cl A (META) | 0.0 | $925k | -10% | 3.1k | 300.21 |
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| Dbx Etf Tr Xtrckr Msci Us (USSG) | 0.0 | $831k | 21k | 39.66 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $826k | 3.1k | 265.99 |
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| Advanced Micro Devices (AMD) | 0.0 | $817k | +6% | 7.9k | 102.82 |
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| Ishares Tr Exponential Tech (XT) | 0.0 | $816k | -25% | 16k | 52.21 |
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| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.0 | $810k | -5% | 16k | 50.09 |
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| Applied Materials (AMAT) | 0.0 | $807k | -12% | 5.8k | 138.44 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $805k | 9.9k | 81.41 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $760k | 25k | 30.72 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $758k | 6.4k | 117.58 |
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| BlackRock (BLK) | 0.0 | $744k | 1.2k | 646.49 |
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| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.0 | $732k | 18k | 40.27 |
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| Ishares U S Etf Tr Int Rt Hd Long (IGBH) | 0.0 | $711k | 30k | 23.94 |
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| United Security Bancshares (UBFO) | 0.0 | $703k | 95k | 7.44 |
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| Penumbra (PEN) | 0.0 | $682k | NEW | 2.8k | 241.91 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $663k | 14k | 47.28 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $639k | 4.2k | 151.34 |
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| Edwards Lifesciences (EW) | 0.0 | $633k | 9.1k | 69.28 |
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| ConocoPhillips (COP) | 0.0 | $631k | +74% | 5.3k | 119.81 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $547k | -5% | 5.3k | 102.86 |
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| Netflix (NFLX) | 0.0 | $546k | +2% | 1.4k | 377.60 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $540k | -7% | 5.5k | 98.89 |
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| California Bancorp (CALB) | 0.0 | $528k | 26k | 20.10 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $523k | 3.4k | 155.40 |
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| Eversource Energy (ES) | 0.0 | $516k | 8.9k | 58.15 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $500k | -21% | 1.5k | 335.04 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $487k | -4% | 6.7k | 72.72 |
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| International Business Machines (IBM) | 0.0 | $480k | -34% | 3.4k | 140.28 |
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| Tesla Motors (TSLA) | 0.0 | $474k | -4% | 1.9k | 250.22 |
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| Automatic Data Processing (ADP) | 0.0 | $461k | +2% | 1.9k | 240.58 |
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| Veralto Corp Com Shs | 0.0 | $455k | NEW | 5.4k | 84.56 |
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| Oracle Corporation (ORCL) | 0.0 | $442k | 4.2k | 105.93 |
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| Travelers Companies (TRV) | 0.0 | $438k | +59% | 2.7k | 163.30 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $425k | 8.4k | 50.32 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $424k | 16k | 26.20 |
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| Boyd Gaming Corporation (BYD) | 0.0 | $403k | -33% | 6.6k | 60.83 |
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| Netease Sponsored Ads (NTES) | 0.0 | $377k | 3.8k | 100.16 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $356k | -25% | 22k | 16.00 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $342k | -2% | 3.9k | 88.26 |
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| Morgan Stanley Com New (MS) | 0.0 | $334k | 4.1k | 81.67 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $332k | NEW | 3.7k | 90.95 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $328k | 3.6k | 91.82 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $316k | -8% | 4.9k | 64.36 |
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| Caterpillar (CAT) | 0.0 | $314k | +10% | 1.2k | 272.96 |
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| Piper Jaffray Companies (PIPR) | 0.0 | $298k | 2.0k | 145.31 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $295k | -7% | 1.9k | 159.01 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $292k | 5.9k | 49.53 |
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| Iron Mountain (IRM) | 0.0 | $290k | -5% | 4.9k | 59.45 |
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| Yum! Brands (YUM) | 0.0 | $285k | 2.3k | 124.94 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $282k | +25% | 4.0k | 70.76 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $278k | -26% | 3.0k | 93.91 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $275k | NEW | 7.8k | 35.07 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $274k | +26% | 2.6k | 103.32 |
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| Abbvie (ABBV) | 0.0 | $271k | 1.8k | 149.08 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $270k | NEW | 2.9k | 94.19 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $269k | 1.9k | 141.69 |
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| Amgen (AMGN) | 0.0 | $267k | -37% | 992.00 | 268.87 |
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| Xcel Energy (XEL) | 0.0 | $261k | 4.6k | 57.22 |
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| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.0 | $253k | 2.5k | 99.43 |
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| Activision Blizzard (ATVI) | 0.0 | $253k | 2.7k | 93.63 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $251k | -37% | 3.5k | 72.38 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $241k | +3% | 2.3k | 103.72 |
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| UnitedHealth (UNH) | 0.0 | $240k | -76% | 476.00 | 504.36 |
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| Phillips 66 (PSX) | 0.0 | $239k | NEW | 2.0k | 120.15 |
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| Ishares Frontier And Sel (FM) | 0.0 | $237k | 9.1k | 25.92 |
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| Starbucks Corporation (SBUX) | 0.0 | $218k | -10% | 2.4k | 91.28 |
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| Prologis (PLD) | 0.0 | $217k | 1.9k | 112.20 |
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| Lowe's Companies (LOW) | 0.0 | $217k | +10% | 1.0k | 207.84 |
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| Csw Industrials (CSWI) | 0.0 | $215k | 1.2k | 175.24 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $211k | -13% | 2.9k | 71.97 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $207k | NEW | 4.7k | 43.72 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $206k | 1.1k | 190.30 |
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| Nextdoor Holdings Com Cl A (KIND) | 0.0 | $22k | NEW | 12k | 1.82 |
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Past Filings by Destination Wealth Management
SEC 13F filings are viewable for Destination Wealth Management going back to 2011
- 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
- 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