YCMNET Advisors

Destination Wealth Management as of June 30, 2025

Portfolio Holdings for Destination Wealth Management

Destination Wealth Management holds 252 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 4.7 $145M 1.5M 99.20
Spdr Series Trust S&p Divid Etf (SDY) 3.1 $95M 699k 135.73
Ishares Tr Core S&p Scp Etf (IJR) 2.9 $91M 830k 109.29
Microsoft Corporation (MSFT) 2.8 $88M 176k 497.41
Ishares Tr 10-20 Yr Trs Etf (TLH) 2.6 $80M 791k 101.60
Ishares Core Msci Emkt (IEMG) 2.5 $77M 1.3M 60.03
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.5 $77M 744k 102.91
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 2.5 $76M 824k 92.40
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.4 $75M 1.4M 52.76
Ishares Tr Core S&p500 Etf (IVV) 2.4 $73M 118k 620.90
Ishares Tr Expnd Tec Sc Etf (IGM) 2.3 $72M 642k 112.34
Costco Wholesale Corporation (COST) 2.3 $71M 72k 989.94
Pimco Etf Tr Multisector Bd (PYLD) 2.2 $68M 2.6M 26.54
Vanguard Index Fds Growth Etf (VUG) 2.1 $65M 149k 438.40
Ishares Tr U.s. Utilits Etf (IDU) 2.1 $64M 614k 104.57
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $64M 1.0M 62.02
Visa Com Cl A (V) 2.0 $62M 176k 355.05
Mastercard Incorporated Cl A (MA) 1.8 $57M 102k 561.94
Spdr Series Trust Portfolio Ln Tsr (SPTL) 1.8 $55M 2.1M 26.58
Colgate-Palmolive Company (CL) 1.5 $47M 512k 90.90
Johnson & Johnson (JNJ) 1.4 $44M 286k 152.75
Amazon Call Option (AMZN) 1.4 $43M 315k 136.76
Ishares Tr Core Total Usd (IUSB) 1.4 $43M 931k 46.23
Eli Lilly & Co. (LLY) 1.3 $39M 50k 779.52
Apple Call Option (AAPL) 1.3 $39M 845k 46.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $36M 75k 485.77
Danaher Corporation (DHR) 1.2 $36M 183k 197.54
Walt Disney Company (DIS) 1.2 $36M 290k 124.01
American Express Company (AXP) 1.1 $34M 108k 318.98
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $34M 1.5M 23.24
Abbott Laboratories (ABT) 1.1 $33M 241k 136.01
JPMorgan Chase & Co. Call Option (JPM) 1.0 $32M 215k 150.27
TJX Companies (TJX) 1.0 $32M 258k 123.49
Waste Management (WM) 1.0 $31M 133k 228.82
Intercontinental Exchange (ICE) 1.0 $30M 165k 183.47
Wal-Mart Stores (WMT) 1.0 $30M 306k 97.78
Analog Devices (ADI) 1.0 $30M 126k 238.02
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.9 $29M 291k 100.54
Qualcomm (QCOM) 0.9 $28M 178k 159.26
Capital One Financial (COF) 0.9 $28M 132k 212.76
Global X Fds Us Infr Dev Etf (PAVE) 0.9 $28M 642k 43.58
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.9 $28M 566k 48.65
Stryker Corporation (SYK) 0.9 $27M 69k 395.63
Ecolab (ECL) 0.9 $27M 101k 269.44
Amplify Etf Tr Amplify Cybersec (HACK) 0.9 $27M 310k 86.37
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.8 $26M 514k 51.02
Ansys (ANSS) 0.8 $25M 71k 351.22
AFLAC Incorporated (AFL) 0.8 $25M 232k 105.46
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $24M 982k 24.44
Asml Holding N V N Y Registry Shs (ASML) 0.8 $24M 29k 801.40
McDonald's Corporation (MCD) 0.8 $23M 80k 292.17
American Tower Reit (AMT) 0.7 $23M 105k 221.02
Verizon Communications (VZ) 0.7 $23M 522k 43.27
Zoetis Cl A (ZTS) 0.7 $21M 132k 155.95
O'reilly Automotive (ORLY) 0.7 $20M 224k 90.13
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.6 $20M 457k 43.63
Pfizer (PFE) 0.6 $20M 821k 24.24
Ishares Tr Gov/cred Bd Etf (GBF) 0.6 $20M 187k 104.45
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.6 $18M 388k 47.54
Alphabet Cap Stk Cl A Call Option (GOOGL) 0.5 $17M 325k 51.98
Fortive (FTV) 0.5 $16M 315k 52.13
NVIDIA Corporation (NVDA) 0.5 $16M 103k 157.99
Thermo Fisher Scientific (TMO) 0.5 $16M 40k 405.46
Ross Stores (ROST) 0.5 $15M 116k 127.58
Intuitive Surgical Com New (ISRG) 0.5 $14M 26k 543.41
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $14M 401k 34.51
Vanguard Index Fds Large Cap Etf (VV) 0.4 $13M 47k 285.30
Ishares Tr Usd Inv Grde Etf (USIG) 0.4 $13M 247k 51.44
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $11M 228k 50.12
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $10M 325k 31.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $9.9M 18k 551.63
Ishares Tr Gbl Comm Svc Etf (IXP) 0.3 $9.1M 81k 112.32
Vanguard World Mega Cap Index (MGC) 0.3 $8.9M 40k 224.92
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $8.7M 95k 92.18
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $8.6M 342k 25.17
Procter & Gamble Company (PG) 0.3 $8.5M 54k 159.32
Unilever Spon Adr New (UL) 0.3 $8.3M 135k 61.17
Broadcom (AVGO) 0.3 $8.0M 29k 275.65
Lockheed Martin Corporation (LMT) 0.3 $7.9M 17k 463.15
Coca-Cola Company (KO) 0.2 $7.1M 100k 70.75
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $6.6M 123k 53.29
Kimberly-Clark Corporation (KMB) 0.2 $6.6M 51k 128.92
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $6.5M 159k 40.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $6.4M 269k 23.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $6.1M 11k 568.01
Ishares Tr Rus 1000 Etf (IWB) 0.2 $5.8M 17k 339.57
Alphabet Cap Stk Cl C (GOOG) 0.2 $5.8M 33k 177.39
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) 0.2 $5.7M 24k 241.63
Spdr Series Trust Portfolio Short (SPSB) 0.2 $5.4M 180k 30.19
Blackstone Group Inc Com Cl A Call Option (BX) 0.2 $5.4M 187k 28.90
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $5.2M 237k 22.10
Pepsi (PEP) 0.2 $5.1M 39k 132.04
Vanguard Index Fds Value Etf (VTV) 0.2 $5.0M 29k 176.74
Chevron Corporation (CVX) 0.2 $4.9M 34k 143.19
Vanguard World Health Car Etf (VHT) 0.1 $4.6M 19k 248.34
Ishares Tr Msci Eafe Etf Call Option (EFA) 0.1 $4.4M 420k 10.40
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $4.3M 44k 98.77
Ishares Tr Esg Optimized (SUSA) 0.1 $4.0M 31k 126.75
Merck & Co (MRK) 0.1 $4.0M 50k 79.16
Palantir Technologies Cl A (PLTR) 0.1 $4.0M 29k 136.32
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $3.7M 13k 278.89
Ralliant Corp (RAL) 0.1 $3.4M 70k 48.49
Novo-nordisk A S Adr (NVO) 0.1 $3.1M 45k 69.02
Spdr Series Trust Portfolio Agrgte (SPAB) 0.1 $3.1M 121k 25.60
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $3.1M 122k 25.30
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $3.1M 102k 30.14
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.6M 29k 89.06
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $2.6M 122k 20.92
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $2.5M 89k 28.05
Vanguard World Consum Dis Etf (VCR) 0.1 $2.4M 6.5k 362.31
Ishares Tr Us Telecom Etf (IYZ) 0.1 $2.1M 72k 29.78
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.1M 69k 30.68
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.1M 33k 62.64
Netflix (NFLX) 0.1 $2.0M 1.5k 1339.13
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.1 $2.0M 27k 74.89
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $2.0M 39k 50.65
Meta Platforms Cl A Call Option (META) 0.1 $1.9M 7.0k 274.77
Dbx Etf Tr Xtrackers Msci (USSG) 0.1 $1.7M 30k 56.88
Advanced Micro Devices (AMD) 0.1 $1.7M 12k 141.90
Home Depot (HD) 0.1 $1.7M 4.5k 366.67
Exxon Mobil Corporation (XOM) 0.0 $1.5M 14k 107.80
Ishares Tr Short Treas Bd (SHV) 0.0 $1.4M 13k 110.42
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $1.4M 48k 29.21
Blackrock (BLK) 0.0 $1.4M 1.3k 1049.25
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $1.4M 13k 106.34
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $1.3M 24k 53.81
Oracle Corporation (ORCL) 0.0 $1.2M 5.7k 218.62
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.2M 2.9k 424.58
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $1.2M 21k 57.01
Ishares Tr Core Msci Eafe (IEFA) 0.0 $1.2M 14k 83.48
Charles Schwab Corporation (SCHW) 0.0 $1.2M 13k 91.24
Applied Materials (AMAT) 0.0 $1.1M 6.2k 183.07
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $1.1M 9.6k 116.16
International Business Machines (IBM) 0.0 $1.0M 3.4k 294.79
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $998k 18k 55.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $938k 3.1k 303.98
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $823k 35k 23.34
United Security Bancshares (UBFO) 0.0 $818k 95k 8.65
Morgan Stanley Com New (MS) 0.0 $792k 5.6k 140.86
Bank of America Corporation (BAC) 0.0 $741k 16k 47.32
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.0 $740k 31k 24.11
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $729k 1.00 728800.00
Boeing Company (BA) 0.0 $712k 3.4k 209.51
Raytheon Technologies Corp (RTX) 0.0 $695k 4.8k 146.02
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $691k 1.6k 445.20
United Parcel Service CL B (UPS) 0.0 $688k 6.8k 100.94
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $676k 10k 65.50
Cisco Systems (CSCO) 0.0 $664k 9.6k 69.38
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $660k 1.5k 440.77
Southern Company (SO) 0.0 $657k 7.2k 91.83
Automatic Data Processing (ADP) 0.0 $652k 2.1k 308.40
Goldman Sachs (GS) 0.0 $646k 912.00 707.77
Tesla Motors Put Option (TSLA) 0.0 $637k 29k 22.10
Texas Instruments Incorporated (TXN) 0.0 $635k 3.1k 207.64
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $626k 4.7k 133.32
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $626k 5.7k 109.64
Ishares Tr Exponential Tech (XT) 0.0 $620k 9.5k 65.25
Edwards Lifesciences (EW) 0.0 $604k 7.7k 78.21
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $602k 2.9k 204.68
Trane Technologies SHS (TT) 0.0 $595k 1.4k 437.41
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.0 $590k 57k 10.35
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $580k 16k 35.84
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $557k 24k 23.30
Amgen (AMGN) 0.0 $547k 2.0k 279.25
Marathon Petroleum Corp (MPC) 0.0 $540k 3.2k 166.11
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $539k 13k 40.74
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $527k 5.2k 100.69
Honeywell International (HON) 0.0 $527k 2.3k 232.88
Select Sector Spdr Tr Sbi Cons Stpls Call Option (XLP) 0.0 $513k 62k 8.29
S&p Global (SPGI) 0.0 $507k 962.00 527.29
Select Sector Spdr Tr Financial (XLF) 0.0 $506k 9.7k 52.37
Netease Sponsored Ads (NTES) 0.0 $503k 3.7k 134.58
Duke Energy Corp Com New (DUK) 0.0 $501k 4.2k 118.00
Intel Corporation (INTC) 0.0 $498k 22k 22.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $492k 19k 26.50
Caterpillar (CAT) 0.0 $492k 1.3k 388.07
Spdr Series Trust Portfolio S&p400 (SPMD) 0.0 $481k 8.8k 54.38
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $480k 20k 24.54
ConocoPhillips (COP) 0.0 $471k 5.2k 89.74
Travelers Companies (TRV) 0.0 $466k 1.7k 267.51
Ishares Tr Core High Dv Etf (HDV) 0.0 $457k 3.9k 117.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $454k 2.5k 181.75
Vanguard World Inf Tech Etf (VGT) 0.0 $453k 682.00 663.58
Starbucks Corporation (SBUX) 0.0 $448k 4.9k 91.63
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $446k 3.3k 135.30
Corning Incorporated (GLW) 0.0 $431k 8.2k 52.59
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $427k 10k 42.74
Ishares Tr Core Div Grwth (DGRO) 0.0 $425k 6.6k 63.94
Vanguard Index Fds Small Cp Etf (VB) 0.0 $423k 1.8k 236.98
IDEXX Laboratories (IDXX) 0.0 $421k 785.00 536.34
Asp Isotopes (ASPI) 0.0 $419k 57k 7.36
Piper Jaffray Companies (PIPR) 0.0 $418k 1.5k 277.94
Abbvie (ABBV) 0.0 $403k 2.2k 185.61
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $397k 9.4k 42.28
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.0 $395k 9.7k 40.66
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $392k 7.3k 53.96
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $385k 4.1k 93.87
Prologis (PLD) 0.0 $373k 3.6k 105.11
RPM International (RPM) 0.0 $368k 3.4k 109.85
Gilead Sciences (GILD) 0.0 $368k 3.3k 110.88
Global X Fds Lithium Btry Etf (LIT) 0.0 $367k 9.5k 38.40
Altria (MO) 0.0 $357k 6.1k 58.63
Csw Industrials (CSW) 0.0 $353k 1.2k 286.83
Wells Fargo & Company (WFC) 0.0 $344k 4.3k 80.13
Lam Research Corp Com New (LRCX) 0.0 $342k 3.5k 97.34
Yum! Brands (YUM) 0.0 $342k 2.3k 148.18
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $325k 3.5k 91.73
Servicenow (NOW) 0.0 $312k 303.00 1028.08
At&t (T) 0.0 $309k 11k 28.94
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $304k 7.2k 42.26
salesforce (CRM) 0.0 $302k 1.1k 272.61
American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $302k 5.8k 51.57
Eversource Energy (ES) 0.0 $300k 4.7k 63.63
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $297k 1.0k 285.90
Nextera Energy (NEE) 0.0 $294k 4.2k 69.42
ePlus (PLUS) 0.0 $291k 4.0k 72.10
Adobe Systems Incorporated (ADBE) 0.0 $280k 723.00 386.88
Spdr Series Trust Bloomberg Intl (IBND) 0.0 $278k 8.5k 32.59
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $271k 4.3k 63.71
Spdr Series Trust Ice Pfd Sec Etf (PSK) 0.0 $270k 8.5k 31.76
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $270k 3.4k 79.28
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $262k 6.5k 40.02
Metropcs Communications (TMUS) 0.0 $255k 1.1k 238.26
Spdr Series Trust Bloomberg 3-12 M (BILS) 0.0 $253k 2.5k 99.43
Ishares Tr Tips Bd Etf (TIP) 0.0 $246k 2.2k 110.04
Heritage Commerce (HTBK) 0.0 $245k 25k 9.93
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $245k 3.6k 69.09
Cummins (CMI) 0.0 $239k 730.00 327.50
Old Republic International Corporation (ORI) 0.0 $238k 6.2k 38.44
Spdr Series Trust Bloomberg Intl T (BWX) 0.0 $237k 10k 23.49
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.0 $235k 4.6k 50.75
Equity Lifestyle Properties (ELS) 0.0 $234k 3.8k 61.67
Ishares Tr Morningstar Grwt (ILCG) 0.0 $233k 2.4k 96.90
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $225k 9.0k 25.03
Marsh & McLennan Companies (MMC) 0.0 $221k 1.0k 218.64
Ishares Tr Russell 2000 Etf (IWM) 0.0 $219k 1.0k 215.79
Ishares Tr Morningstar Valu (ILCV) 0.0 $218k 2.6k 83.39
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $208k 1.4k 150.87
Amphenol Corp Cl A (APH) 0.0 $207k 2.1k 98.75
Allstate Corporation (ALL) 0.0 $205k 1.0k 201.31
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $205k 1.3k 157.72
McKesson Corporation (MCK) 0.0 $204k 278.00 732.78
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $204k 9.0k 22.76
Nike CL B (NKE) 0.0 $202k 2.8k 71.05
Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $201k 4.7k 43.10
Weave Communications (WEAV) 0.0 $177k 21k 8.32
Ford Motor Company (F) 0.0 $144k 13k 10.85
Research Frontiers (REFR) 0.0 $137k 85k 1.62
Iron Mountain Call Option (IRM) 0.0 $132k 2.9k 45.84
Constellation Energy Call Option (CEG) 0.0 $83k 831.00 99.32
Cardlytics (CDLX) 0.0 $17k 10k 1.65
Cintas Corporation Put Option (CTAS) 0.0 $11k 18k 0.59