Destination Wealth Management Top Holdings and 13F Report (2025)

About Destination Wealth Management

Investment Activity

Destination Wealth Management has $3.17 billion in total holdings as of March 31, 2025.
Destination Wealth Management owns shares of 236 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 2.52% of the portfolio was purchased this quarter.
About 1.88% of the portfolio was sold this quarter.
This quarter, Destination Wealth Management has purchased 229 new stocks and bought additional shares in 108 stocks.
Destination Wealth Management sold shares of 97 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Apple: $178,597,932
iShares Core U.S. Aggregate Bond ETF: $143,043,035
SPDR S&P Dividend ETF: $95,333,811
iShares Core S&P Small-Cap ETF: $83,319,830
iShares 10-20 Year Treasury Bond ETF: $80,855,984

Largest New Holdings this Quarter

92189F676 - VanEck Semiconductor ETF: $2,802,717 Holding
922908652 - Vanguard Extended Market ETF: $1,307,453 Holding
084670108 - Berkshire Hathaway: $798,442 Holding
808524722 - Schwab 1000 Index ETF: $647,843 Holding
697435105 - Palo Alto Networks: $528,984 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF: 70,961 shares (about $7.02M)
iShares 10-20 Year Treasury Bond ETF: 54,522 shares (about $5.66M)
PALANTIR TECHNOLOGIES INC: 48,451 shares (about $4.09M)
Vanguard S&P 500 ETF: 7,528 shares (about $3.87M)
NVIDIA: 34,829 shares (about $3.76M)

Largest Sales this Quarter

Schwab U.S. Aggregate Bond ETF: 727,760 shares (about $16.85M)
Apple: 37,136 shares (about $8.25M)
Schwab US Large-Cap ETF: 363,428 shares (about $8.02M)
JPMorgan Chase & Co.: 8,847 shares (about $2.17M)
Visa: 5,177 shares (about $1.81M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$178,597,932	$8,248,408 ▼	-4.4%	804,084	5.6%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$143,043,035	$7,019,460 ▲	5.2%	1,446,048	4.5%	Finance
SDY SPDR S&P Dividend ETF	$95,333,811	$901,865 ▲	1.0%	702,637	3.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$83,319,830	$2,322,396 ▲	2.9%	796,785	2.6%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$80,855,984	$5,656,656 ▲	7.5%	779,335	2.5%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$76,715,385	$1,953,825 ▲	2.6%	741,426	2.4%	ETF
LQDH iShares Interest Rate Hedged Corporate Bond ETF	$75,279,723	$2,476,159 ▲	3.4%	815,863	2.4%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$73,815,090	$1,420,693 ▲	2.0%	1,409,492	2.3%	Manufacturing
IVV iShares Core S&P 500 ETF	$70,633,052	$740,022 ▲	1.1%	125,704	2.2%	ETF
COST Costco Wholesale	$69,395,577	$1,120,748 ▼	-1.6%	73,374	2.2%	Retail/Wholesale
IEMG iShares Core MSCI Emerging Markets ETF	$68,456,882	$704,146 ▲	1.0%	1,268,425	2.2%	ETF
V Visa	$62,819,505	$1,814,329 ▼	-2.8%	179,249	2.0%	Business Services
IDU iShares U.S. Utilities ETF	$62,754,692	$288,235 ▼	-0.5%	618,761	2.0%	ETF
AMZN Amazon.com	$59,846,271	$701,963 ▼	-1.2%	314,593	1.9%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$58,713,139	$671,200 ▲	1.2%	1,006,223	1.8%	ETF
IGM iShares Expanded Tech Sector ETF	$58,626,441	$452,262 ▲	0.8%	646,591	1.8%	ETF
MA Mastercard	$56,596,818	$1,328,646 ▼	-2.3%	103,256	1.8%	Business Services
VUG Vanguard Growth ETF	$55,700,597	$841,763 ▼	-1.5%	150,209	1.8%	ETF
JPM JPMorgan Chase & Co.	$54,110,450	$2,169,617 ▼	-3.9%	220,645	1.7%	Finance
MSFT Microsoft	$53,892,565	$1,101,992 ▲	2.1%	143,633	1.7%	Computer and Technology
GOOGL Alphabet	$49,694,863	$114,406 ▼	-0.2%	321,436	1.6%	Computer and Technology
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$48,181,745	$234,028 ▼	-0.5%	1,600,722	1.5%	ETF
CL Colgate-Palmolive	$47,516,185	$790,640 ▲	1.7%	507,110	1.5%	Consumer Staples
JNJ Johnson & Johnson	$46,473,049	$1,387,916 ▲	3.1%	280,228	1.5%	Medical
IUSB iShares Core Total USD Bond Market ETF	$42,622,218	$1,560,730 ▲	3.8%	924,961	1.3%	Manufacturing
BRK.B Berkshire Hathaway	$40,241,212	$484,115 ▼	-1.2%	75,559	1.3%	Finance
SCHZ Schwab U.S. Aggregate Bond ETF	$39,170,562	$16,854,925 ▼	-30.1%	1,691,302	1.2%	ETF
DHR Danaher	$35,859,299	$2,369,806 ▲	7.1%	174,923	1.1%	Medical
EFA iShares MSCI EAFE ETF	$35,335,869	$361,819 ▼	-1.0%	432,349	1.1%	Finance
ABT Abbott Laboratories	$32,038,003	$124,691 ▼	-0.4%	241,523	1.0%	Medical
TJX TJX Companies	$32,011,231	$619,475 ▼	-1.9%	262,818	1.0%	Retail/Wholesale
WM Waste Management	$31,146,662	$436,593 ▼	-1.4%	134,619	1.0%	Business Services
AXP American Express	$29,540,351	$1,013,243 ▼	-3.3%	109,795	0.9%	Finance
DIS Walt Disney	$29,019,571	$432,109 ▼	-1.5%	294,018	0.9%	Consumer Discretionary
ICE Intercontinental Exchange	$28,867,291	$271,514 ▼	-0.9%	167,347	0.9%	Finance
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$28,537,437	$404,190 ▲	1.4%	283,616	0.9%	ETF
WMT Walmart	$27,567,079	$1,611,735 ▼	-5.5%	314,012	0.9%	Retail/Wholesale
ISTB iShares Core 1-5 Year USD Bond ETF	$26,838,461	$800,193 ▲	3.1%	555,087	0.8%	Manufacturing
QCOM QUALCOMM	$26,734,225	$102,458 ▲	0.4%	174,040	0.8%	Computer and Technology
AFL Aflac	$26,278,371	$331,902 ▼	-1.2%	236,338	0.8%	Finance
SYK Stryker	$25,922,707	$154,111 ▼	-0.6%	69,638	0.8%	Medical
BX Blackstone	$25,749,268	$454,276 ▼	-1.7%	184,273	0.8%	Finance
ECL Ecolab	$25,707,935	$21,042 ▼	-0.1%	101,404	0.8%	Basic Materials
MCD McDonald's	$25,572,066	$66,222 ▼	-0.3%	81,865	0.8%	Retail/Wholesale
FLOT iShares Floating Rate Bond ETF	$25,435,729	$940,239 ▲	3.8%	498,251	0.8%	ETF
SCHX Schwab US Large-Cap ETF	$25,047,882	$8,024,490 ▼	-24.3%	1,134,415	0.8%	ETF
COF Capital One Financial	$24,823,726	$888,431 ▼	-3.5%	138,448	0.8%	Finance
ADI Analog Devices	$24,759,759	$336,843 ▲	1.4%	124,224	0.8%	Computer and Technology
LLY Eli Lilly and Company	$24,589,287	$1,810,416 ▲	7.9%	29,772	0.8%	Medical
PAVE Global X U.S. Infrastructure Development ETF	$24,210,024	$42,295 ▲	0.2%	641,665	0.8%	ETF
VZ Verizon Communications	$23,210,600	$970,658 ▲	4.4%	511,698	0.7%	Computer and Technology
AMPLIFY ETF TR	$22,793,701	$610,156 ▼	-2.6%	317,461	0.7%	AMPLIFY CYBERSEC
FTV Fortive	$22,785,759	$199,781 ▼	-0.9%	311,366	0.7%	Computer and Technology
AMT American Tower	$22,298,886	$1,240,544 ▲	5.9%	102,476	0.7%	Finance
ANSS ANSYS	$22,184,525	$238,053 ▲	1.1%	70,080	0.7%	Computer and Technology
ORLY O'Reilly Automotive	$21,259,487	$537,217 ▲	2.6%	14,840	0.7%	Retail/Wholesale
ZTS Zoetis	$21,089,442	$493,952 ▲	2.4%	128,086	0.7%	Medical
MRK Merck & Co., Inc.	$19,788,025	$766,999 ▲	4.0%	220,455	0.6%	Medical
IMTB iShares Core 5-10 Year USD Bond ETF	$19,630,637	$733,658 ▲	3.9%	452,304	0.6%	ETF
PFE Pfizer	$19,572,618	$2,248,393 ▲	13.0%	772,400	0.6%	Medical
ASML ASML	$19,238,947	$391,617 ▲	2.1%	29,034	0.6%	Computer and Technology
GBF iShares Government/Credit Bond ETF	$19,021,823	$622,237 ▲	3.4%	182,656	0.6%	ETF
TMO Thermo Fisher Scientific	$18,631,995	$855,368 ▲	4.8%	37,444	0.6%	Medical
NVO Novo Nordisk A/S	$16,985,309	$3,365,133 ▲	24.7%	244,604	0.5%	Medical
ROST Ross Stores	$14,777,307	$237,690 ▲	1.6%	115,637	0.5%	Retail/Wholesale
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$13,315,158	$95,245 ▲	0.7%	280,437	0.4%	ETF
IDV iShares International Select Dividend ETF	$12,822,196	$51,090 ▲	0.4%	413,353	0.4%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$12,366,024	$313,529 ▲	2.6%	242,091	0.4%	Manufacturing
VV Vanguard Large-Cap ETF	$12,323,213	$70,683 ▲	0.6%	47,945	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$12,189,029	$248,722 ▲	2.1%	21,857	0.4%	Finance
NVDA NVIDIA	$11,786,654	$3,762,280 ▲	46.9%	109,114	0.4%	Computer and Technology
DON WisdomTree U.S. MidCap Dividend Fund	$11,119,468	$185,304 ▼	-1.6%	224,545	0.4%	Finance
DES WisdomTree U.S. SmallCap Dividend Fund	$9,876,736	$99,683 ▼	-1.0%	309,034	0.3%	Finance
QQQ Invesco QQQ	$9,267,618	$1,622,912 ▲	21.2%	19,764	0.3%	Finance
PG Procter & Gamble	$9,094,358	$424,860 ▼	-4.5%	53,364	0.3%	Consumer Staples
PIMCO ETF TR	$8,557,858	$104,492 ▼	-1.2%	92,547	0.3%	ACTIVE BD ETF
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$8,342,974	$27,939 ▼	-0.3%	333,853	0.3%	Manufacturing
MGC Vanguard Mega Cap ETF	$8,330,498	$70,684 ▲	0.9%	41,367	0.3%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$8,096,215	$89,741 ▼	-1.1%	236,731	0.3%	ETF
UL Unilever	$7,909,314	$109,096 ▼	-1.4%	132,818	0.2%	Consumer Staples
IXP iShares Global Comm Services ETF	$7,850,439	$324,240 ▼	-4.0%	80,916	0.2%	ETF
LMT Lockheed Martin	$7,297,238	$27,249 ▼	-0.4%	16,336	0.2%	Aerospace
KMB Kimberly-Clark	$7,165,532	$7,396 ▼	-0.1%	50,383	0.2%	Consumer Staples
KO Coca-Cola	$7,105,925	$160,357 ▼	-2.2%	99,217	0.2%	Consumer Staples
SGOV iShares 0-3 Month Treasury Bond ETF	$6,607,556	$201,541 ▲	3.1%	65,636	0.2%	ETF
TSLA Tesla	$6,496,206	$1,384,953 ▲	27.1%	27,876	0.2%	Auto/Tires/Trucks
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$6,320,249	$432,974 ▲	7.4%	120,340	0.2%	Manufacturing
SCHB Schwab US Broad Market ETF	$5,877,591	$1,164,753 ▼	-16.5%	272,995	0.2%	ETF
VOO Vanguard S&P 500 ETF	$5,791,527	$3,868,555 ▲	201.2%	11,270	0.2%	ETF
PEP PepsiCo	$5,497,286	$230,159 ▼	-4.0%	36,663	0.2%	Consumer Staples
CVX Chevron	$5,421,463	$23,588 ▲	0.4%	32,408	0.2%	Energy
VTV Vanguard Value ETF	$5,317,120	$220,762 ▲	4.3%	30,781	0.2%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$5,157,586	$84,655 ▲	1.7%	63,240	0.2%	ETF
EMNT PIMCO Enhanced Short Maturity Active ESG ETF	$5,055,866	$87,097 ▲	1.8%	51,199	0.2%	ETF
SCHF Schwab International Equity ETF	$4,961,037	$793,157 ▼	-13.8%	250,811	0.2%	ETF
IWB iShares Russell 1000 ETF	$4,953,721	$224,221 ▼	-4.3%	16,150	0.2%	ETF
AVGO Broadcom	$4,854,577	$1,612,964 ▲	49.8%	31,569	0.2%	Computer and Technology
VHT Vanguard Health Care ETF	$4,844,150	$66,978 ▲	1.4%	18,298	0.2%	ETF
GOOG Alphabet	$4,601,268	$15,935 ▲	0.3%	29,452	0.1%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$4,374,452	$4,089,264 ▲	1,433.9%	51,830	0.1%	CL A

Showing largest 100 holdings. View all holdings.

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Destination Wealth Management Top Holdings and 13F Report (2025)

About Destination Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Destination Wealth Management Top Holdings and 13F Report (2025)

About Destination Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDestination Wealth Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools