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 March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 7.8 $188M +4% 1.7M 113.83
Apple (AAPL) 4.3 $105M +2% 862k 122.15
Spdr Ser Tr S&p Divid Etf (SDY) 4.0 $96M -3% 814k 118.03
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $83M -11% 766k 108.53
Ishares Tr Core S&p500 Etf (IVV) 2.6 $64M -3% 160k 397.82
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.6 $63M +5% 597k 105.72
Ishares Tr Expnd Tec Sc Etf (IGM) 2.6 $62M -4% 171k 360.85
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.5 $62M +5% 1.1M 54.68
Ishares Core Msci Emkt (IEMG) 2.3 $56M -3% 868k 64.36
Vanguard Index Fds Growth Etf (VUG) 2.2 $53M -2% 206k 257.04
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $52M -5% 199k 260.28
Ishares Tr U.s. Utilits Etf (IDU) 2.1 $51M 640k 79.56
Walt Disney Company (DIS) 1.9 $47M -8% 253k 184.52
Alphabet Cap Stk Cl A (GOOGL) 1.8 $44M -3% 21k 2062.51

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Mastercard Incorporated Cl A (MA) 1.7 $40M 113k 356.05
Costco Wholesale Corporation (COST) 1.7 $40M +2% 114k 352.48
Microsoft Corporation (MSFT) 1.6 $40M +2% 169k 235.77
Johnson & Johnson (JNJ) 1.6 $38M +2% 233k 164.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $38M -2% 149k 255.47
Visa Com Cl A (V) 1.6 $38M +3% 179k 211.73
Ishares Tr Core Total Usd (IUSB) 1.5 $37M +5% 707k 52.75
Danaher Corporation (DHR) 1.5 $37M 163k 225.08
Colgate-Palmolive Company (CL) 1.5 $36M +2% 457k 78.83
Baxter International (BAX) 1.3 $32M +10% 379k 84.34
Amazon (AMZN) 1.3 $32M +7% 10k 3094.08
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.2 $30M +3% 593k 50.78
Ishares Tr Msci Eafe Etf (EFA) 1.2 $30M 391k 75.87
Fortive (FTV) 1.2 $29M +7% 411k 70.64
Abbott Laboratories (ABT) 1.1 $27M 222k 119.84
JPMorgan Chase & Co. (JPM) 1.1 $26M 169k 152.23
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.0 $24M +4% 473k 51.29
Qualcomm (QCOM) 1.0 $24M -2% 182k 132.59
Blackstone Group Inc Com Cl A (BX) 1.0 $24M 319k 74.53
Southwest Airlines (LUV) 0.9 $23M NEW 370k 61.06
TJX Companies (TJX) 0.9 $22M 335k 66.15
American Express Company (AXP) 0.9 $22M +8% 152k 141.44
Waste Management (WM) 0.8 $21M 159k 129.02
Pfizer (PFE) 0.8 $21M +6% 567k 36.23
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.8 $20M -43% 399k 50.76
Clorox Company (CLX) 0.8 $20M +5% 105k 192.88
Target Corporation (TGT) 0.8 $20M NEW 101k 198.07
McDonald's Corporation (MCD) 0.8 $20M 87k 224.15
Zoetis Cl A (ZTS) 0.8 $19M +2% 121k 157.48
Stryker Corporation (SYK) 0.8 $19M 77k 243.59
Etf Managers Tr Prime Cybr Scrty (HACK) 0.8 $18M -2% 334k 54.90
Nike CL B (NKE) 0.8 $18M NEW 138k 132.89
Ecolab (ECL) 0.8 $18M +2% 85k 214.07
Verizon Communications (VZ) 0.7 $18M +3% 311k 58.15
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $18M -29% 331k 53.95
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $18M NEW 151k 118.28
Citigroup Com New (C) 0.7 $18M +10% 240k 72.75
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.7 $17M +3% 342k 50.99
Ishares Tr Gov/cred Bd Etf (GBF) 0.7 $17M +4% 143k 119.93
American Tower Reit (AMT) 0.7 $17M +13% 71k 239.06
Wal-Mart Stores (WMT) 0.7 $17M 124k 135.83
AFLAC Incorporated (AFL) 0.7 $17M +5% 328k 51.18
Merck & Co (MRK) 0.7 $16M +9% 213k 77.09
Capital One Financial (COF) 0.7 $16M NEW 125k 127.23
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $15M -43% 147k 101.91
Vanguard Index Fds Large Cap Etf (VV) 0.6 $14M -5% 77k 185.30
Palantir Technologies Cl A (PLTR) 0.5 $13M +799% 558k 23.29
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $13M -34% 133k 96.03
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.5 $13M -5% 46k 269.85
Ross Stores (ROST) 0.5 $12M 100k 119.91
Ishares Tr Usd Inv Grde Etf (USIG) 0.4 $11M +3% 184k 59.04
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $10M -4% 252k 40.42
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $9.8M +8% 313k 31.48
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $8.9M -6% 287k 31.15
Ishares Tr Gbl Comm Svc Etf (IXP) 0.3 $8.3M -4% 103k 80.38
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $8.0M +2% 73k 109.46
Vanguard World Mega Cap Index (MGC) 0.3 $7.5M +101% 54k 140.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $7.2M -5% 18k 396.32
Procter & Gamble Company (PG) 0.3 $7.2M +5% 53k 135.43
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $6.4M -28% 171k 37.62
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $6.3M +10% 106k 59.23
Lockheed Martin Corporation (LMT) 0.3 $6.3M +3% 17k 369.49
Unilever Spon Adr New (UL) 0.3 $6.2M +7% 110k 55.83
Kimberly-Clark Corporation (KMB) 0.3 $6.1M +5% 44k 139.04
Coca-Cola Company (KO) 0.2 $5.7M +2% 108k 52.71
Pepsi (PEP) 0.2 $5.7M 40k 141.45
Ishares Tr Rus 1000 Etf (IWB) 0.2 $5.4M -5% 24k 223.81
Vanguard World Fds Health Car Etf (VHT) 0.2 $5.3M -4% 23k 228.74
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $5.0M -2% 74k 68.31
Vontier Corporation (VNT) 0.2 $4.4M 146k 30.27
Chevron Corporation (CVX) 0.2 $4.2M -75% 41k 104.79
Intel Corporation (INTC) 0.2 $4.1M -6% 64k 64.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $3.8M 12k 319.12
Vanguard Index Fds Value Etf (VTV) 0.1 $3.4M -4% 26k 131.47
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $3.4M -18% 34k 99.67
NVIDIA Corporation (NVDA) 0.1 $2.8M +6% 5.2k 533.82
Alphabet Cap Stk Cl C (GOOG) 0.1 $2.6M 1.3k 2068.34
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.6M +8% 68k 38.40
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.5M +4% 27k 91.86
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $2.5M -7% 8.3k 295.33
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $2.4M 25k 96.73
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $2.4M +10% 107k 22.13
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $2.3M +2% 26k 87.82
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.3M -5% 7.0k 330.36
Charles Schwab Corporation (SCHW) 0.1 $2.3M +14% 35k 65.17
Ishares Tr Us Telecom Etf (IYZ) 0.1 $2.0M +5% 63k 32.33
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $1.9M -13% 19k 100.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.6M -8% 4.5k 364.34
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.6M -2% 21k 74.43
Home Depot (HD) 0.1 $1.5M -9% 5.1k 305.32
Boeing Company (BA) 0.1 $1.5M 5.9k 254.67
Cisco Systems (CSCO) 0.1 $1.3M +23% 26k 51.73
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.2M -4% 38k 31.78
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $934k +25% 15k 62.13
BlackRock (BLK) 0.0 $926k 1.2k 754.07
Facebook Cl A (FB) 0.0 $909k -25% 3.1k 294.46
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $886k -5% 16k 54.84
Viatris (VTRS) 0.0 $878k 63k 13.97
Ishares Tr Short Treas Bd (SHV) 0.0 $860k -8% 7.8k 110.45
United Security Bancshares (UBFO) 0.0 $774k 95k 8.19
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $753k +2% 9.9k 76.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $746k +3% 3.1k 243.00
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $693k +33% 25k 27.66
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $672k 3.1k 214.83
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.0 $653k 11k 57.13
Edwards Lifesciences (EW) 0.0 $637k 7.6k 83.62
Honeywell International (HON) 0.0 $609k -4% 2.8k 216.96
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.0 $594k +4% 23k 25.54
Xilinx (XLNX) 0.0 $576k -24% 4.6k 124.00
Bank of America Corporation (BAC) 0.0 $566k +9% 15k 38.71
International Business Machines (IBM) 0.0 $558k -3% 4.2k 133.21
J P Morgan Exchange-traded F Betbuld Japan (BBJP) 0.0 $544k -9% 19k 28.47
At&t (T) 0.0 $510k +7% 17k 30.27
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $495k -7% 4.6k 107.89
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $478k +5% 3.7k 129.79
Ishares Tr Exponential Tech (XT) 0.0 $475k NEW 8.0k 59.23
California Bancorp (CALB) 0.0 $468k NEW 26k 17.83
Ishares Tr Core Div Grwth (DGRO) 0.0 $468k +8% 9.7k 48.24
Texas Instruments Incorporated (TXN) 0.0 $452k +7% 2.4k 189.12
Adobe Systems Incorporated (ADBE) 0.0 $448k 943.00 475.08
Duke Energy Corp Com New (DUK) 0.0 $435k +27% 4.5k 96.62
Yum! Brands (YUM) 0.0 $429k +6% 4.0k 108.28
Abbvie (ABBV) 0.0 $409k +96% 3.8k 108.23
Eversource Energy (ES) 0.0 $399k NEW 4.6k 86.64
Netease Sponsored Ads (NTES) 0.0 $394k -48% 3.8k 103.28
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $358k NEW 14k 26.53
Netflix (NFLX) 0.0 $355k -31% 680.00 522.06
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $350k +56% 11k 33.15
Applied Materials (AMAT) 0.0 $344k 2.6k 133.64
Xcel Energy (XEL) 0.0 $342k NEW 5.1k 66.59
Amgen (AMGN) 0.0 $338k -12% 1.4k 248.71
Starbucks Corporation (SBUX) 0.0 $333k -10% 3.1k 109.11
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $332k +5% 1.5k 214.61
Morgan Stanley Com New (MS) 0.0 $328k 4.2k 77.56
Ishares Tr Nasdaq Biotech (IBB) 0.0 $324k NEW 2.2k 150.56
Bristol Myers Squibb (BMY) 0.0 $314k NEW 5.0k 63.18
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $311k NEW 13k 24.28
3M Company (MMM) 0.0 $304k 1.6k 192.53
Caterpillar (CAT) 0.0 $299k -30% 1.3k 232.14
Global X Fds Lithium Btry Etf (LIT) 0.0 $296k NEW 5.1k 58.51
Ishares Tr Core High Dv Etf (HDV) 0.0 $287k -11% 3.0k 94.84
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $283k NEW 5.8k 49.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $283k 2.0k 141.50
Automatic Data Processing (ADP) 0.0 $282k 1.5k 188.38
Ishares Tr Core Msci Intl (IDEV) 0.0 $282k 4.4k 64.59
Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $278k 2.5k 112.73
Comcast Corp Cl A (CMCSA) 0.0 $275k NEW 5.1k 54.14
Marsh & McLennan Companies (MMC) 0.0 $268k -10% 2.2k 121.87
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $267k -7% 1.8k 151.62
Broadcom (AVGO) 0.0 $259k NEW 560.00 462.50
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $249k -43% 1.7k 147.08
Bluerock Residential Gwt Rei Com Cl A (BRG) 0.0 $248k NEW 25k 10.13
Abiomed (ABMD) 0.0 $248k -11% 777.00 319.18
Oracle Corporation (ORCL) 0.0 $236k 3.4k 70.07
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $233k -14% 1.7k 135.62
T. Rowe Price (TROW) 0.0 $229k -16% 1.3k 171.54
Ishares Gold Tr Ishares (IAU) 0.0 $227k 14k 16.24
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $223k +8% 983.00 226.86
Yum China Holdings (YUMC) 0.0 $218k 3.7k 59.09
Tesla Motors (TSLA) 0.0 $209k -62% 313.00 667.73
Eli Lilly & Co. (LLY) 0.0 $208k NEW 1.1k 186.55
Cummins (CMI) 0.0 $201k NEW 774.00 259.69

Past Filings by Destination Wealth Management

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

View all past filings