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

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

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