YCMNET Advisors

Destination Wealth Management as of March 31, 2025

Portfolio Holdings for Destination Wealth Management

Destination Wealth Management holds 236 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.6 $179M 804k 222.13
Ishares Tr Core Us Aggbd Et (AGG) 4.5 $143M 1.4M 98.92
Spdr Ser Tr S&p Divid Etf (SDY) 3.0 $95M 703k 135.68
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $83M 797k 104.57
Ishares Tr 10-20 Yr Trs Etf (TLH) 2.5 $81M 779k 103.75
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.4 $77M 741k 103.47
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 2.4 $75M 816k 92.27
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.3 $74M 1.4M 52.37
Ishares Tr Core S&p500 Etf (IVV) 2.2 $71M 126k 561.90
Costco Wholesale Corporation (COST) 2.2 $69M 73k 945.78
Ishares Core Msci Emkt (IEMG) 2.2 $69M 1.3M 53.97
Visa Com Cl A (V) 2.0 $63M 179k 350.46
Ishares Tr U.s. Utilits Etf (IDU) 2.0 $63M 619k 101.42
Amazon (AMZN) 1.9 $60M 315k 190.26
Ishares Tr Core S&p Mcp Etf (IJH) 1.8 $59M 1.0M 58.35
Ishares Tr Expnd Tec Sc Etf (IGM) 1.8 $59M 647k 90.67
Mastercard Incorporated Cl A (MA) 1.8 $57M 103k 548.12
Vanguard Index Fds Growth Etf (VUG) 1.8 $56M 150k 370.82
JPMorgan Chase & Co. (JPM) 1.7 $54M 221k 245.30
Microsoft Corporation (MSFT) 1.7 $54M 144k 375.39
Alphabet Cap Stk Cl A (GOOGL) 1.6 $50M 321k 154.64
Spdr Ser Tr Portfolio Short (SPSB) 1.5 $48M 1.6M 30.10
Colgate-Palmolive Company (CL) 1.5 $48M 507k 93.70
Johnson & Johnson (JNJ) 1.5 $47M 280k 165.84
Ishares Tr Core Total Usd (IUSB) 1.3 $43M 925k 46.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $40M 76k 532.58
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.2 $39M 1.7M 23.16
Danaher Corporation (DHR) 1.1 $36M 175k 205.00
Ishares Tr Msci Eafe Etf (EFA) 1.1 $35M 432k 81.73
Abbott Laboratories (ABT) 1.0 $32M 242k 132.65
TJX Companies (TJX) 1.0 $32M 263k 121.80
Waste Management (WM) 1.0 $31M 135k 231.51
American Express Company (AXP) 0.9 $30M 110k 269.05
Walt Disney Company (DIS) 0.9 $29M 294k 98.70
Intercontinental Exchange (ICE) 0.9 $29M 167k 172.50
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.9 $29M 284k 100.62
Wal-Mart Stores (WMT) 0.9 $28M 314k 87.79
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.8 $27M 555k 48.35
Qualcomm (QCOM) 0.8 $27M 174k 153.61
AFLAC Incorporated (AFL) 0.8 $26M 236k 111.19
Stryker Corporation (SYK) 0.8 $26M 70k 372.25
Blackstone Group Inc Com Cl A (BX) 0.8 $26M 184k 139.78
Ecolab (ECL) 0.8 $26M 101k 253.52
McDonald's Corporation (MCD) 0.8 $26M 82k 312.37
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.8 $25M 498k 51.05
Analog Devices (ADI) 0.8 $25M 124k 201.67
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $25M 1.1M 22.08
Capital One Financial (COF) 0.8 $25M 138k 179.30
Eli Lilly & Co. (LLY) 0.8 $25M 30k 825.92
Global X Fds Us Infr Dev Etf (PAVE) 0.8 $24M 642k 37.73
Verizon Communications (VZ) 0.7 $23M 512k 45.36
Amplify Etf Tr Amplify Cybersec (HACK) 0.7 $23M 318k 71.80
Fortive (FTV) 0.7 $23M 311k 73.18
American Tower Reit (AMT) 0.7 $22M 103k 217.60
Ansys (ANSS) 0.7 $22M 70k 316.56
O'reilly Automotive (ORLY) 0.7 $21M 15k 1432.58
Zoetis Cl A (ZTS) 0.7 $21M 128k 164.65
Merck & Co (MRK) 0.6 $20M 221k 89.76
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.6 $20M 452k 43.40
Pfizer (PFE) 0.6 $20M 772k 25.34
Asml Holding N V N Y Registry Shs (ASML) 0.6 $19M 29k 662.64
Ishares Tr Gov/cred Bd Etf (GBF) 0.6 $19M 183k 104.14
Thermo Fisher Scientific (TMO) 0.6 $19M 37k 497.60
Novo-nordisk A S Adr (NVO) 0.5 $17M 245k 69.44
Ross Stores (ROST) 0.5 $15M 116k 127.79
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.4 $13M 280k 47.48
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $13M 413k 31.02
Ishares Tr Usd Inv Grde Etf (USIG) 0.4 $12M 242k 51.08
Vanguard Index Fds Large Cap Etf (VV) 0.4 $12M 48k 257.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $12M 22k 559.38
NVIDIA Corporation (NVDA) 0.4 $12M 109k 108.38
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $11M 225k 49.52
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $9.9M 309k 31.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $9.3M 20k 468.91
Procter & Gamble Company (PG) 0.3 $9.1M 53k 170.42
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $8.6M 93k 92.47
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $8.3M 334k 24.99
Vanguard World Mega Cap Index (MGC) 0.3 $8.3M 41k 201.38
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.3 $8.1M 237k 34.20
Unilever Spon Adr New (UL) 0.2 $7.9M 133k 59.55
Ishares Tr Gbl Comm Svc Etf (IXP) 0.2 $7.9M 81k 97.02
Lockheed Martin Corporation (LMT) 0.2 $7.3M 16k 446.70
Tesla Motors (TSLA) 0.2 $7.2M 28k 259.16
Kimberly-Clark Corporation (KMB) 0.2 $7.2M 50k 142.22
Coca-Cola Company (KO) 0.2 $7.1M 99k 71.62
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $6.6M 66k 100.67
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $6.3M 120k 52.52
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $5.9M 273k 21.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $5.8M 11k 513.89
Pepsi (PEP) 0.2 $5.5M 37k 149.94
Chevron Corporation (CVX) 0.2 $5.4M 32k 167.29
Vanguard Index Fds Value Etf (VTV) 0.2 $5.3M 31k 172.74
Broadcom (AVGO) 0.2 $5.3M 32k 167.43
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $5.2M 63k 81.67
Pimco Etf Tr Enhancd Short (EMNT) 0.2 $5.1M 51k 98.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $5.0M 251k 19.78
Ishares Tr Rus 1000 Etf (IWB) 0.2 $5.0M 16k 306.73
Vanguard World Health Car Etf (VHT) 0.2 $4.8M 18k 264.74
Alphabet Cap Stk Cl C (GOOG) 0.1 $4.6M 30k 156.23
Palantir Technologies Cl A (PLTR) 0.1 $4.4M 52k 84.40
Meta Platforms Cl A (META) 0.1 $4.2M 7.2k 576.33
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $3.5M 30k 114.87
Cintas Corporation (CTAS) 0.1 $3.3M 16k 205.53
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $3.1M 123k 25.54
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $3.1M 111k 27.57
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $3.0M 126k 23.43
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $2.8M 13k 211.48
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $2.4M 116k 20.70
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.3M 26k 90.54
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $2.2M 43k 50.66
Vanguard World Consum Dis Etf (VCR) 0.1 $2.1M 6.6k 325.53
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.1M 67k 30.73
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.0M 34k 60.19
Ishares Tr Us Telecom Etf (IYZ) 0.1 $2.0M 73k 27.39
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.9M 72k 26.20
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.6M 3.3k 484.82
Home Depot (HD) 0.0 $1.6M 4.3k 366.51
Exxon Mobil Corporation (XOM) 0.0 $1.6M 13k 118.93
Dbx Etf Tr Xtrackers Msci (USSG) 0.0 $1.5M 29k 50.37
Ishares Tr Short Treas Bd (SHV) 0.0 $1.4M 13k 110.46
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $1.3M 7.6k 172.26
Advanced Micro Devices (AMD) 0.0 $1.3M 13k 102.74
Netflix (NFLX) 0.0 $1.3M 1.4k 932.53
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $1.3M 24k 54.02
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $1.2M 49k 25.04
Blackrock (BLK) 0.0 $1.2M 1.2k 946.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.1M 3.2k 361.09
Charles Schwab Corporation (SCHW) 0.0 $1.1M 14k 78.28
Automatic Data Processing (ADP) 0.0 $1.1M 3.5k 305.53
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $1.0M 19k 56.28
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $1.0M 3.7k 274.88
Ishares Tr Core Msci Eafe (IEFA) 0.0 $971k 13k 75.65
International Business Machines (IBM) 0.0 $933k 3.8k 248.66
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $931k 9.1k 102.41
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $893k 8.5k 105.60
Applied Materials (AMAT) 0.0 $887k 6.1k 145.12
United Security Bancshares (UBFO) 0.0 $847k 95k 8.96
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $841k 35k 23.85
Oracle Corporation (ORCL) 0.0 $827k 5.9k 139.80
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $798k 1.00 798442.00
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.0 $734k 31k 24.01
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $652k 23k 27.96
Southern Company (SO) 0.0 $651k 7.1k 91.95
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $648k 24k 26.92
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $647k 5.0k 128.97
Morgan Stanley Com New (MS) 0.0 $640k 5.5k 116.67
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $629k 1.5k 419.84
Cisco Systems (CSCO) 0.0 $617k 10k 61.71
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.0 $611k 57k 10.71
Raytheon Technologies Corp (RTX) 0.0 $611k 4.6k 132.46
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $609k 10k 58.98
Duke Energy Corp Com New (DUK) 0.0 $608k 5.0k 121.97
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $601k 3.1k 194.00
Boeing Company (BA) 0.0 $599k 3.5k 170.53
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $596k 3.4k 173.24
Bank of America Corporation (BAC) 0.0 $579k 14k 41.73
Ishares Tr Exponential Tech (XT) 0.0 $573k 10k 57.56
Edwards Lifesciences (EW) 0.0 $565k 7.8k 72.48
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $559k 5.7k 97.95
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $550k 11k 51.18
ConocoPhillips (COP) 0.0 $538k 5.1k 105.01
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $534k 16k 32.99
Palo Alto Networks (PANW) 0.0 $529k 3.1k 170.64
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $523k 25k 21.14
Philip Morris International (PM) 0.0 $493k 3.1k 158.72
Goldman Sachs (GS) 0.0 $491k 898.00 546.20
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $485k 13k 38.34
Starbucks Corporation (SBUX) 0.0 $485k 4.9k 98.08
Select Sector Spdr Tr Financial (XLF) 0.0 $478k 9.6k 49.81
Honeywell International (HON) 0.0 $476k 2.2k 211.75
Ishares Tr Core High Dv Etf (HDV) 0.0 $472k 3.9k 121.13
Marathon Petroleum Corp (MPC) 0.0 $470k 3.2k 145.69
Travelers Companies (TRV) 0.0 $445k 1.7k 264.43
Abbvie (ABBV) 0.0 $439k 2.1k 209.51
Amgen (AMGN) 0.0 $425k 1.4k 311.51
Ishares Tr Core Div Grwth (DGRO) 0.0 $415k 6.7k 61.78
Prologis (PLD) 0.0 $411k 3.7k 111.78
S&p Global (SPGI) 0.0 $409k 805.00 508.10
Vanguard World Inf Tech Etf (VGT) 0.0 $402k 741.00 542.57
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $401k 17k 23.61
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $397k 3.3k 121.91
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.0 $395k 9.7k 40.65
Caterpillar (CAT) 0.0 $394k 1.2k 329.79
Vanguard Index Fds Small Cp Etf (VB) 0.0 $391k 1.8k 221.73
Intuitive Surgical Com New (ISRG) 0.0 $388k 783.00 495.27
Netease Sponsored Ads (NTES) 0.0 $385k 3.7k 102.92
Global X Fds Lithium Btry Etf (LIT) 0.0 $381k 9.8k 38.80
RPM International (RPM) 0.0 $381k 3.3k 115.66
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $376k 4.0k 93.66
Corning Incorporated (GLW) 0.0 $373k 8.2k 45.78
Piper Jaffray Companies (PIPR) 0.0 $369k 1.5k 247.66
Yum! Brands (YUM) 0.0 $359k 2.3k 157.36
Csw Industrials (CSW) 0.0 $359k 1.2k 291.52
Gilead Sciences (GILD) 0.0 $359k 3.2k 112.06
Wells Fargo & Company (WFC) 0.0 $344k 4.8k 71.79
Crowdstrike Hldgs Cl A (CRWD) 0.0 $338k 959.00 352.58
IDEXX Laboratories (IDXX) 0.0 $328k 781.00 419.95
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $325k 3.5k 91.73
Iron Mountain (IRM) 0.0 $322k 3.7k 86.04
salesforce (CRM) 0.0 $321k 1.2k 268.26
Nextera Energy (NEE) 0.0 $316k 4.5k 70.90
Intel Corporation (INTC) 0.0 $302k 13k 22.71
Eversource Energy (ES) 0.0 $300k 4.8k 62.12
Texas Instruments Incorporated (TXN) 0.0 $297k 1.7k 179.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $290k 6.4k 45.26
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $285k 1.7k 166.00
Metropcs Communications (TMUS) 0.0 $284k 1.1k 266.71
Adobe Systems Incorporated (ADBE) 0.0 $283k 738.00 383.53
UnitedHealth (UNH) 0.0 $281k 537.00 523.31
Nice Sponsored Adr (NICE) 0.0 $275k 1.8k 154.17
Asp Isotopes (ASPI) 0.0 $267k 57k 4.69
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $265k 1.0k 255.58
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.0 $253k 2.5k 99.49
Marsh & McLennan Companies (MMC) 0.0 $252k 1.0k 244.03
Cummins (CMI) 0.0 $252k 803.00 313.44
Equity Lifestyle Properties (ELS) 0.0 $249k 3.7k 66.70
Ishares Tr Tips Bd Etf (TIP) 0.0 $249k 2.2k 111.09
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.0 $247k 7.6k 32.39
ePlus (PLUS) 0.0 $244k 4.0k 61.03
Old Republic International Corporation (ORI) 0.0 $242k 6.2k 39.22
Lam Research Corp Com New (LRCX) 0.0 $241k 3.3k 72.70
Ishares Tr Morningstar Valu (ILCV) 0.0 $241k 3.0k 81.45
Weave Communications (WEAV) 0.0 $237k 21k 11.09
Ishares Tr Morningstar Grwt (ILCG) 0.0 $237k 2.9k 80.99
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $237k 6.6k 36.14
Sempra Energy (SRE) 0.0 $229k 3.2k 71.36
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $221k 3.6k 62.10
Allstate Corporation (ALL) 0.0 $212k 1.0k 207.07
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $209k 7.9k 26.58
McKesson Corporation (MCK) 0.0 $209k 310.00 672.99
T Rowe Price Etf Price Blue Chip (TCHP) 0.0 $208k 5.5k 38.09
Nike CL B (NKE) 0.0 $203k 3.2k 63.48
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $201k 602.00 334.48
Ishares Tr Russell 2000 Etf (IWM) 0.0 $201k 1.0k 199.49
Research Frontiers (REFR) 0.0 $186k 165k 1.13
Ford Motor Company (F) 0.0 $126k 13k 10.03