Destination Wealth Management Top Holdings and 13F Report (2025) About Destination Wealth ManagementInvestment ActivityDestination Wealth Management has $3.20 billion in total holdings as of December 31, 2024.Destination Wealth Management owns shares of 229 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 3.40% of the portfolio was purchased this quarter.About 1.64% of the portfolio was sold this quarter.This quarter, Destination Wealth Management has purchased 220 new stocks and bought additional shares in 113 stocks.Destination Wealth Management sold shares of 83 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $208,391,334iShares Core U.S. Aggregate Bond ETF $133,245,914SPDR S&P Dividend ETF $91,940,342iShares Core S&P Small-Cap ETF $89,246,702iShares Core S&P 500 ETF $73,224,008 Largest New Holdings this Quarter BLACKROCK INC $1,276,262 HoldingThe Goldman Sachs Group $488,445 HoldingVanguard Information Technology ETF $479,408 HoldingWeave Communications $413,697 HoldingAmgen $386,136 Holding Largest Purchases this Quarter Schwab U.S. Aggregate Bond ETF 1,362,015 shares (about $30.92M)Schwab US Large-Cap ETF 1,031,543 shares (about $23.91M)Schwab US Broad Market ETF 228,681 shares (about $5.19M)Tesla 9,336 shares (about $3.77M)Novo Nordisk A/S 37,245 shares (about $3.20M) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 43,803 shares (about $3.31M)iShares Expanded Tech Sector ETF 27,838 shares (about $2.84M)Costco Wholesale 2,802 shares (about $2.57M)Apple 9,548 shares (about $2.37M)iShares Core S&P 500 ETF 4,014 shares (about $2.36M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDestination Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$208,391,334$2,365,280 ▼-1.1%841,2206.5%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$133,245,914$3,098,086 ▲2.4%1,375,0874.2%FinanceSDYSPDR S&P Dividend ETF$91,940,342$585,600 ▼-0.6%695,9902.9%ETFIJRiShares Core S&P Small-Cap ETF$89,246,702$1,701,800 ▼-1.9%774,5762.8%ETFIVViShares Core S&P 500 ETF$73,224,008$2,362,957 ▼-3.1%124,3872.3%ETFLQDHiShares Interest Rate Hedged Corporate Bond ETF$73,174,319$871,292 ▲1.2%789,0272.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$72,687,850$1,217,059 ▲1.7%722,5432.3%ETFTLHiShares 10-20 Year Treasury Bond ETF$72,147,909$2,022,255 ▼-2.7%724,8132.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$71,468,244$933,392 ▲1.3%1,382,3642.2%ManufacturingAMZNAmazon.com$69,820,070$1,969,676 ▼-2.7%318,2832.2%Retail/WholesaleCOSTCostco Wholesale$68,267,224$2,565,549 ▼-3.6%74,5592.1%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$65,555,858$854,215 ▲1.3%1,255,3782.1%ETFIGMiShares Expanded Tech Sector ETF$65,501,208$2,841,980 ▼-4.2%641,6032.0%ETFVUGVanguard Growth ETF$62,583,409$1,764,069 ▼-2.7%152,4792.0%ETFIJHiShares Core S&P Mid-Cap ETF$61,981,012$744,729 ▼-1.2%994,7201.9%ETFGOOGLAlphabet$60,975,598$1,109,452 ▼-1.8%322,1761.9%Computer and TechnologyIDUiShares U.S. Utilities ETF$59,804,414$1,439,686 ▼-2.4%621,6031.9%ETFMSFTMicrosoft$59,277,772$410,785 ▼-0.7%140,6961.9%Computer and TechnologyVVisa$58,286,110$803,059 ▼-1.4%184,4261.8%Business ServicesMAMastercard$55,648,049$1,134,761 ▼-2.0%105,6801.7%Business ServicesJPMJPMorgan Chase & Co.$54,997,813$2,092,386 ▼-3.7%229,4921.7%FinanceSCHZSchwab U.S. Aggregate Bond ETF$54,912,706$30,917,740 ▲128.9%2,419,0621.7%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$48,029,709$173,069 ▲0.4%1,608,4971.5%ETFCLColgate-Palmolive$45,334,294$67,637 ▼-0.1%498,6721.4%Consumer StaplesIUSBiShares Core Total USD Bond Market ETF$40,277,311$767,677 ▲1.9%891,0911.3%ManufacturingJNJJohnson & Johnson$39,316,218$480,427 ▲1.2%271,8591.2%MedicalDHRDanaher$37,500,065$920,039 ▲2.5%163,3631.2%MedicalSCHXSchwab US Large-Cap ETF$34,719,994$23,911,162 ▲221.2%1,497,8431.1%ETFBRK.BBerkshire Hathaway$34,661,415$205,789 ▼-0.6%76,4681.1%FinanceAXPAmerican Express$33,703,672$1,786,967 ▼-5.0%113,5611.1%FinanceDISWalt Disney$33,226,384$968,633 ▼-2.8%298,3961.0%Consumer DiscretionaryEFAiShares MSCI EAFE ETF$33,024,620$409,882 ▲1.3%436,7761.0%FinanceTJXTJX Companies$32,365,434$632,439 ▼-1.9%267,9041.0%Retail/WholesaleBXBlackstone$32,324,354$2,177,262 ▼-6.3%187,5241.0%FinanceWMTWalmart$30,017,829$1,634,146 ▼-5.2%332,3710.9%Retail/WholesaleMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$28,054,977$531,000 ▲1.9%279,5990.9%ETFWMWaste Management$27,527,331$140,555 ▼-0.5%136,5060.9%Business ServicesABTAbbott Laboratories$27,424,965$185,726 ▲0.7%242,4630.9%MedicalQCOMQUALCOMM$26,633,622$190,336 ▲0.7%173,3730.8%Computer and TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$25,884,378$651,288 ▼-2.5%640,5440.8%ETFADIAnalog Devices$25,824,507$248,689 ▲1.0%122,5340.8%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$25,725,933$197,386 ▲0.8%538,5370.8%ManufacturingCOFCapital One Financial$25,571,698$1,070,280 ▼-4.0%143,4030.8%FinanceSYKStryker$25,222,389$392,817 ▼-1.5%70,0520.8%MedicalICEIntercontinental Exchange$25,170,955$582,183 ▼-2.3%168,9210.8%FinanceAFLAflac$24,755,551$685,807 ▼-2.7%239,3230.8%FinanceFLOTiShares Floating Rate Bond ETF$24,413,927$258,776 ▲1.1%479,8330.8%ETFAMPLIFY ETF TR$24,280,668$494,017 ▼-2.0%325,9590.8%AMPLIFY CYBERSECMCDMcDonald's$23,793,342$392,512 ▼-1.6%82,0770.7%Retail/WholesaleECLEcolab$23,780,380$286,807 ▼-1.2%101,4870.7%Basic MaterialsFTVFortive$23,557,173$921,899 ▼-3.8%314,0960.7%Computer and TechnologyANSSANSYS$23,386,414$10,795 ▲0.0%69,3280.7%Computer and TechnologyLLYEli Lilly and Company$21,291,625$196,087 ▲0.9%27,5800.7%MedicalMRKMerck & Co., Inc.$21,080,833$249,098 ▲1.2%211,9100.7%MedicalZTSZoetis$20,380,340$202,360 ▲1.0%125,0860.6%MedicalASMLASML$19,713,085$584,954 ▲3.1%28,4430.6%Computer and TechnologyVZVerizon Communications$19,607,040$57,626 ▲0.3%490,2990.6%Computer and TechnologyTMOThermo Fisher Scientific$18,585,117$187,802 ▲1.0%35,7250.6%MedicalIMTBiShares Core 5-10 Year USD Bond ETF$18,480,299$280,345 ▲1.5%435,4000.6%ETFPFEPfizer$18,137,788$537,418 ▼-2.9%683,6710.6%MedicalGBFiShares Government/Credit Bond ETF$18,061,134$438,646 ▲2.5%176,6810.6%ETFAMTAmerican Tower$17,749,482$327,020 ▲1.9%96,7750.6%FinanceROSTRoss Stores$17,211,004$132,058 ▲0.8%113,7770.5%Retail/WholesaleORLYO'Reilly Automotive$17,152,597$1,679,093 ▲10.9%14,4650.5%Retail/WholesaleNVONovo Nordisk A/S$16,872,182$3,203,808 ▲23.4%196,1430.5%MedicalEAGGiShares ESG Aware U.S. Aggregate Bond ETF$12,930,323$425,344 ▲3.4%278,4310.4%ETFVVVanguard Large-Cap ETF$12,856,482$439,337 ▼-3.3%47,6700.4%ETFSPYSPDR S&P 500 ETF Trust$12,511,994$480,938 ▲4.0%21,4110.4%FinanceUSIGiShares Broad USD Investment Grade Corporate Bond ETF$11,863,698$140,080 ▲1.2%235,9530.4%ManufacturingDONWisdomTree U.S. MidCap Dividend Fund$11,635,789$347,615 ▼-2.9%228,2870.4%FinanceIDViShares International Select Dividend ETF$11,272,518$188,511 ▲1.7%411,7060.4%ETFDESWisdomTree U.S. SmallCap Dividend Fund$10,722,452$247,148 ▼-2.3%312,1530.3%FinanceNVDANVIDIA$9,940,839$434,381 ▲4.6%74,2850.3%Computer and TechnologyPGProcter & Gamble$9,364,500$133,953 ▲1.5%55,8570.3%Consumer StaplesRSPTInvesco S&P 500 Equal Weight Technology ETF$8,956,652$942,421 ▼-9.5%239,3550.3%ETFTSLATesla$8,857,423$3,770,250 ▲74.1%21,9330.3%Auto/Tires/TrucksMGCVanguard Mega Cap ETF$8,722,548$572,061 ▼-6.2%41,0160.3%ETFPIMCO ETF TR$8,470,268$73,150 ▲0.9%93,6770.3%ACTIVE BD ETFQQQInvesco QQQ$8,334,820$341,511 ▼-3.9%16,3030.3%FinanceSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$8,273,782$230,377 ▲2.9%334,9710.3%ManufacturingIXPiShares Global Comm Services ETF$8,145,189$175,649 ▼-2.1%84,2580.3%ETFLMTLockheed Martin$7,968,165$205,558 ▼-2.5%16,3970.2%AerospaceULUnilever$7,634,674$107,447 ▲1.4%134,6500.2%Consumer StaplesSCHBSchwab US Broad Market ETF$7,425,030$5,191,056 ▲232.4%327,0940.2%ETFKMBKimberly-Clark$6,609,040$81,114 ▲1.2%50,4350.2%Consumer StaplesSGOViShares 0-3 Month Treasury Bond ETF$6,383,743$218,296 ▲3.5%63,6340.2%ETFKOCoca-Cola$6,316,654$53,979 ▲0.9%101,4560.2%Consumer StaplesPEPPepsiCo$5,808,405$53,677 ▼-0.9%38,1980.2%Consumer StaplesIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$5,774,040$232,927 ▲4.2%112,0960.2%ManufacturingGOOGAlphabet$5,589,348$212,529 ▲4.0%29,3500.2%Computer and TechnologyIWBiShares Russell 1000 ETF$5,438,228$117,907 ▲2.2%16,8810.2%ETFSCHFSchwab International Equity ETF$5,381,830$2,804,523 ▲108.8%290,9100.2%ETFVTVVanguard Value ETF$4,994,777$66,703 ▼-1.3%29,5030.2%ETFEMNTPIMCO Enhanced Short Maturity Active ESG ETF$4,951,679$133,837 ▲2.8%50,3170.2%ETFXLPConsumer Staples Select Sector SPDR Fund$4,882,521$9,890 ▼-0.2%62,2020.2%ETFCVXChevron$4,673,545$50,549 ▼-1.1%32,2670.1%Oils/EnergyVHTVanguard Health Care ETF$4,577,847$93,358 ▲2.1%18,0450.1%ETFAVGOBroadcom$4,439,470$259,671 ▲6.2%21,0800.1%Computer and TechnologyMETAMeta Platforms$3,977,058$692,871 ▲21.1%6,8650.1%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$3,754,814$353,708 ▲10.4%150,2530.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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