YCMNET Advisors

Destination Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Destination Wealth Management

Destination Wealth Management holds 229 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.6 $211M 841k 250.42
Ishares Tr Core Us Aggbd Et (AGG) 4.2 $133M 1.4M 96.90
Spdr Ser Tr S&p Divid Etf (SDY) 2.9 $92M 696k 132.10
Ishares Tr Core S&p Scp Etf (IJR) 2.8 $89M 775k 115.22
Ishares Tr Core S&p500 Etf (IVV) 2.3 $73M 124k 588.68
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 2.3 $73M 789k 92.74
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.3 $73M 723k 100.60
Ishares Tr 10-20 Yr Trs Etf (TLH) 2.3 $72M 725k 99.54
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.2 $72M 1.4M 51.70
Amazon (AMZN) 2.2 $70M 318k 219.39
Costco Wholesale Corporation (COST) 2.1 $68M 75k 916.27
Ishares Core Msci Emkt (IEMG) 2.0 $66M 1.3M 52.22
Ishares Tr Expnd Tec Sc Etf (IGM) 2.0 $66M 642k 102.09
Vanguard Index Fds Growth Etf (VUG) 2.0 $63M 153k 410.44
Ishares Tr Core S&p Mcp Etf (IJH) 1.9 $62M 995k 62.31
Alphabet Cap Stk Cl A (GOOGL) 1.9 $61M 322k 189.30
Ishares Tr U.s. Utilits Etf (IDU) 1.9 $60M 622k 96.21
Microsoft Corporation (MSFT) 1.9 $59M 141k 421.50
Visa Com Cl A (V) 1.8 $58M 184k 316.04
Mastercard Incorporated Cl A (MA) 1.7 $56M 106k 526.57
JPMorgan Chase & Co. (JPM) 1.7 $55M 230k 239.71
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.7 $55M 2.4M 22.70
Spdr Ser Tr Portfolio Short (SPSB) 1.5 $48M 1.6M 29.86
Colgate-Palmolive Company (CL) 1.4 $45M 499k 90.91
Ishares Tr Core Total Usd (IUSB) 1.3 $40M 891k 45.20
Johnson & Johnson (JNJ) 1.2 $39M 272k 144.62
Danaher Corporation (DHR) 1.2 $38M 163k 229.55
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.1 $35M 1.5M 23.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $35M 77k 453.28
American Express Company (AXP) 1.1 $34M 114k 296.79
Walt Disney Company (DIS) 1.0 $33M 298k 111.35
Ishares Tr Msci Eafe Etf (EFA) 1.0 $33M 437k 75.61
TJX Companies (TJX) 1.0 $32M 268k 120.81
Blackstone Group Inc Com Cl A (BX) 1.0 $32M 188k 172.42
Wal-Mart Stores (WMT) 0.9 $30M 332k 90.35
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.9 $28M 280k 100.34
Waste Management (WM) 0.9 $28M 137k 201.79
Abbott Laboratories (ABT) 0.9 $27M 243k 113.11
Qualcomm (QCOM) 0.8 $27M 173k 153.62
Analog Devices (ADI) 0.8 $26M 123k 212.46
Global X Fds Us Infr Dev Etf (PAVE) 0.8 $26M 641k 40.41
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.8 $26M 539k 47.77
Capital One Financial (COF) 0.8 $26M 143k 178.32
Stryker Corporation (SYK) 0.8 $25M 70k 360.05
Intercontinental Exchange (ICE) 0.8 $25M 169k 149.01
AFLAC Incorporated (AFL) 0.8 $25M 239k 103.44
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.8 $24M 480k 50.88
Amplify Etf Tr Amplify Cybersec (HACK) 0.8 $24M 326k 74.49
McDonald's Corporation (MCD) 0.7 $24M 82k 289.89
Ecolab (ECL) 0.7 $24M 102k 234.32
Fortive (FTV) 0.7 $24M 314k 75.00
Ansys (ANSS) 0.7 $23M 69k 337.33
Eli Lilly & Co. (LLY) 0.7 $21M 28k 772.00
Merck & Co (MRK) 0.7 $21M 212k 99.48
Zoetis Cl A (ZTS) 0.6 $20M 125k 162.93
Asml Holding N V N Y Registry Shs (ASML) 0.6 $20M 28k 693.07
Verizon Communications (VZ) 0.6 $20M 490k 39.99
Thermo Fisher Scientific (TMO) 0.6 $19M 36k 520.23
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.6 $19M 435k 42.44
Pfizer (PFE) 0.6 $18M 684k 26.53
Ishares Tr Gov/cred Bd Etf (GBF) 0.6 $18M 177k 102.22
American Tower Reit (AMT) 0.6 $18M 97k 183.41
Ross Stores (ROST) 0.5 $17M 114k 151.27
O'reilly Automotive (ORLY) 0.5 $17M 15k 1185.80
Novo-nordisk A S Adr (NVO) 0.5 $17M 196k 86.02
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.4 $13M 278k 46.44
Vanguard Index Fds Large Cap Etf (VV) 0.4 $13M 48k 269.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $13M 21k 586.09
Ishares Tr Usd Inv Grde Etf (USIG) 0.4 $12M 236k 50.28
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $12M 228k 50.97
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $11M 412k 27.38
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $11M 312k 34.35
NVIDIA Corporation (NVDA) 0.3 $10M 74k 134.29
Procter & Gamble Company (PG) 0.3 $9.4M 56k 167.65
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.3 $9.0M 239k 37.42
Tesla Motors (TSLA) 0.3 $8.9M 22k 403.84
Vanguard World Mega Cap Index (MGC) 0.3 $8.7M 41k 212.66
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $8.5M 94k 90.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $8.3M 16k 511.24
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $8.3M 335k 24.70
Ishares Tr Gbl Comm Svc Etf (IXP) 0.3 $8.1M 84k 96.67
Lockheed Martin Corporation (LMT) 0.2 $8.0M 16k 485.95
Unilever Spon Adr New (UL) 0.2 $7.6M 135k 56.70
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $7.4M 327k 22.70
Kimberly-Clark Corporation (KMB) 0.2 $6.6M 50k 131.04
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $6.4M 64k 100.32
Coca-Cola Company (KO) 0.2 $6.3M 102k 62.26
Pepsi (PEP) 0.2 $5.8M 38k 152.06
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $5.8M 112k 51.51
Alphabet Cap Stk Cl C (GOOG) 0.2 $5.6M 29k 190.44
Ishares Tr Rus 1000 Etf (IWB) 0.2 $5.4M 17k 322.15
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $5.4M 291k 18.50
Vanguard Index Fds Value Etf (VTV) 0.2 $5.0M 30k 169.30
Pimco Etf Tr Enhancd Short (EMNT) 0.2 $5.0M 50k 98.41
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $4.9M 62k 78.61
Broadcom (AVGO) 0.2 $4.9M 21k 231.84
Chevron Corporation (CVX) 0.1 $4.7M 32k 144.84
Vanguard World Health Car Etf (VHT) 0.1 $4.6M 18k 253.69
Meta Platforms Cl A (META) 0.1 $4.0M 6.9k 585.47
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $3.8M 150k 24.99
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $3.6M 30k 121.59
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $3.3M 129k 25.86
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $3.1M 116k 26.63
Cintas Corporation (CTAS) 0.1 $2.6M 14k 182.70
Vanguard World Consum Dis Etf (VCR) 0.1 $2.6M 6.8k 375.39
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $2.4M 116k 21.07
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.3M 26k 89.08
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $2.2M 80k 27.71
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.1M 68k 31.44
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $2.1M 41k 50.47
Ishares Tr Us Telecom Etf (IYZ) 0.1 $2.0M 75k 26.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.0M 3.7k 538.74
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.0M 34k 58.35
Home Depot (HD) 0.1 $1.7M 4.4k 388.96
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.1 $1.7M 31k 53.98
Advanced Micro Devices (AMD) 0.0 $1.5M 12k 120.79
Exxon Mobil Corporation (XOM) 0.0 $1.5M 14k 107.57
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $1.4M 3.5k 402.70
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $1.4M 51k 27.87
Blackrock (BLK) 0.0 $1.3M 1.2k 1025.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.2M 3.1k 401.58
Ishares Tr Short Treas Bd (SHV) 0.0 $1.2M 11k 110.11
Netflix (NFLX) 0.0 $1.1M 1.3k 891.32
Oracle Corporation (ORCL) 0.0 $1.1M 6.5k 166.63
Applied Materials (AMAT) 0.0 $1.1M 6.5k 162.64
Charles Schwab Corporation (SCHW) 0.0 $1.1M 14k 74.01
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $1.0M 18k 57.28
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $983k 19k 52.30
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $973k 8.8k 110.25
United Security Bancshares (UBFO) 0.0 $955k 95k 10.10
Ishares Tr Core Msci Eafe (IEFA) 0.0 $824k 12k 70.28
International Business Machines (IBM) 0.0 $818k 3.7k 219.82
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $799k 32k 24.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $767k 2.6k 289.82
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.0 $741k 31k 24.32
Boeing Company (BA) 0.0 $683k 3.9k 176.99
Bank of America Corporation (BAC) 0.0 $675k 15k 43.95
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $671k 6.4k 105.48
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $659k 16k 41.88
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $641k 5.0k 127.60
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $637k 1.5k 425.51
Wells Fargo & Company (WFC) 0.0 $627k 8.9k 70.24
Southern Company (SO) 0.0 $611k 7.4k 82.32
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.0 $606k 57k 10.63
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $599k 5.7k 104.89
Ishares Tr Exponential Tech (XT) 0.0 $597k 10k 59.66
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $597k 26k 22.96
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $585k 10k 56.70
Edwards Lifesciences (EW) 0.0 $584k 7.9k 74.03
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $579k 21k 27.32
Honeywell International (HON) 0.0 $577k 2.6k 225.89
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $575k 11k 54.69
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $571k 17k 34.59
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $567k 2.9k 195.81
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $561k 3.2k 175.25
Adobe Systems Incorporated (ADBE) 0.0 $550k 1.2k 444.70
Duke Energy Corp Com New (DUK) 0.0 $536k 5.0k 107.74
Morgan Stanley Com New (MS) 0.0 $528k 4.2k 125.72
ConocoPhillips (COP) 0.0 $507k 5.1k 99.17
Cisco Systems (CSCO) 0.0 $496k 8.4k 59.20
Goldman Sachs (GS) 0.0 $488k 853.00 572.62
Select Sector Spdr Tr Financial (XLF) 0.0 $487k 10k 48.33
Vanguard World Inf Tech Etf (VGT) 0.0 $479k 771.00 621.80
Abbvie (ABBV) 0.0 $474k 2.7k 177.68
Ishares Tr Core High Dv Etf (HDV) 0.0 $471k 4.2k 112.27
Automatic Data Processing (ADP) 0.0 $457k 1.6k 292.73
Marathon Petroleum Corp (MPC) 0.0 $450k 3.2k 139.50
Piper Jaffray Companies (PIPR) 0.0 $446k 1.5k 299.95
Starbucks Corporation (SBUX) 0.0 $446k 4.9k 91.25
Csw Industrials (CSW) 0.0 $433k 1.2k 352.80
Vanguard Index Fds Small Cp Etf (VB) 0.0 $422k 1.8k 240.28
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $414k 3.2k 128.82
Weave Communications (WEAV) 0.0 $414k 26k 15.92
salesforce (CRM) 0.0 $414k 1.2k 334.33
Ishares Tr Core Div Grwth (DGRO) 0.0 $410k 6.7k 61.34
Travelers Companies (TRV) 0.0 $405k 1.7k 240.86
RPM International (RPM) 0.0 $404k 3.3k 123.07
Prologis (PLD) 0.0 $400k 3.8k 105.71
Iron Mountain (IRM) 0.0 $394k 3.7k 105.11
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.0 $392k 9.7k 40.41
Amgen (AMGN) 0.0 $386k 1.5k 260.73
Corning Incorporated (GLW) 0.0 $385k 8.1k 47.52
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $374k 4.1k 91.43
Intuitive Surgical Com New (ISRG) 0.0 $374k 717.00 521.96
S&p Global (SPGI) 0.0 $373k 749.00 498.03
Gilead Sciences (GILD) 0.0 $362k 3.9k 92.36
Ishares Tr Tips Bd Etf (TIP) 0.0 $354k 3.3k 106.55
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $343k 3.9k 88.79
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $343k 6.0k 57.41
Netease Sponsored Ads (NTES) 0.0 $335k 3.8k 89.21
Global X Fds Lithium Btry Etf (LIT) 0.0 $334k 8.2k 40.78
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $328k 1.7k 197.49
Servicenow (NOW) 0.0 $328k 309.00 1060.12
IDEXX Laboratories (IDXX) 0.0 $320k 773.00 413.44
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $314k 1.1k 287.74
Texas Instruments Incorporated (TXN) 0.0 $310k 1.7k 187.50
Yum! Brands (YUM) 0.0 $307k 2.3k 134.18
Raytheon Technologies Corp (RTX) 0.0 $303k 2.6k 115.72
Nice Sponsored Adr (NICE) 0.0 $303k 1.8k 169.84
Intel Corporation (INTC) 0.0 $301k 15k 20.05
ePlus (PLUS) 0.0 $296k 4.0k 73.88
UnitedHealth (UNH) 0.0 $288k 568.00 506.13
Eversource Energy (ES) 0.0 $287k 5.0k 57.44
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $273k 3.3k 81.98
Marsh & McLennan Companies (MMC) 0.0 $272k 1.3k 212.41
Ishares Frontier And Sel (FM) 0.0 $271k 10k 27.14
Caterpillar (CAT) 0.0 $269k 741.00 362.96
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.0 $263k 8.0k 32.99
Ishares Tr Morningstar Grwt (ILCG) 0.0 $263k 2.9k 89.60
Nextera Energy (NEE) 0.0 $256k 3.6k 71.70
Palantir Technologies Cl A (PLTR) 0.0 $256k 3.4k 75.63
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $255k 3.2k 80.27
Metropcs Communications (TMUS) 0.0 $254k 1.2k 220.73
Select Sector Spdr Tr Technology (XLK) 0.0 $253k 1.1k 232.47
Southern California Bancorp (BCAL) 0.0 $253k 15k 16.54
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.0 $253k 2.5k 99.15
Equity Lifestyle Properties (ELS) 0.0 $247k 3.7k 66.60
Cummins (CMI) 0.0 $244k 701.00 348.60
Lam Research Corp Com New (LRCX) 0.0 $240k 3.3k 72.23
Ishares Tr Morningstar Valu (ILCV) 0.0 $239k 3.0k 80.98
T Rowe Price Etf Price Blue Chip (TCHP) 0.0 $230k 5.5k 42.11
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $228k 3.9k 58.93
Old Republic International Corporation (ORI) 0.0 $225k 6.2k 36.19
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $222k 9.4k 23.68
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $214k 4.1k 52.16
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $212k 1.3k 164.18
Ishares Tr Russell 2000 Etf (IWM) 0.0 $211k 953.00 220.96
Sempra Energy (SRE) 0.0 $201k 2.3k 87.73
Ford Motor Company (F) 0.0 $151k 15k 9.90