Destination Wealth Management Top Holdings and 13F Report (2025) About Destination Wealth ManagementInvestment ActivityDestination Wealth Management has $3.41 billion in total holdings as of June 30, 2025.Destination Wealth Management owns shares of 252 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 7.18% of the portfolio was purchased this quarter.About 3.73% of the portfolio was sold this quarter.This quarter, Destination Wealth Management has purchased 236 new stocks and bought additional shares in 110 stocks.Destination Wealth Management sold shares of 96 stocks and completely divested from 13 stocks this quarter.Largest Holdings Apple $173,320,330iShares Core U.S. Aggregate Bond ETF $144,819,019SPDR S&P Dividend ETF $94,852,115iShares Core S&P Small-Cap ETF $90,727,384Microsoft $87,477,077 Largest New Holdings this Quarter 72201R585 - PIMCO Multi Sector Bond Active ETF $67,961,585 Holding78464A664 - SPDR Portfolio Long Term Treasury ETF $54,776,286 Holding750940108 - RALLIANT CORP $3,399,200 Holding78464A805 - SPDR Portfolio S&P 1500 Composite Stock Market ETF $1,981,589 Holding921943858 - Vanguard FTSE Developed Markets ETF $1,175,510 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 2,560,723 shares (about $67.96M)SPDR Portfolio Long Term Treasury ETF 2,060,808 shares (about $54.78M)O'Reilly Automotive 209,332 shares (about $18.87M)Eli Lilly and Company 20,602 shares (about $16.06M)Microsoft 32,285 shares (about $16.05M) Largest Sales this Quarter SPDR Portfolio Short Term Corporate Bond ETF 1,420,644 shares (about $42.89M)Novo Nordisk A/S 199,554 shares (about $13.77M)Merck & Co., Inc. 170,467 shares (about $13.49M)iShares 0-3 Month Treasury Bond ETF 60,398 shares (about $6.08M)Schwab U.S. Aggregate Bond ETF 225,327 shares (about $5.24M) 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$173,320,330$8,376,585 ▲5.1%844,9195.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$144,819,019$1,371,043 ▲1.0%1,459,8694.2%FinanceSDYSPDR S&P Dividend ETF$94,852,115$516,860 ▼-0.5%698,8292.8%ETFIJRiShares Core S&P Small-Cap ETF$90,727,384$3,646,787 ▲4.2%830,1532.7%ETFMSFTMicrosoft$87,477,077$16,054,056 ▲22.5%175,9182.6%Computer and TechnologyTLHiShares 10-20 Year Treasury Bond ETF$80,388,777$1,208,329 ▲1.5%791,2282.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$76,617,273$473,697 ▲0.6%1,276,3162.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$76,541,364$241,221 ▲0.3%743,7702.2%ETFLQDHiShares Interest Rate Hedged Corporate Bond ETF$76,087,866$702,147 ▲0.9%823,4622.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$74,669,425$304,636 ▲0.4%1,415,2662.2%ManufacturingIVViShares Core S&P 500 ETF$73,291,378$4,757,939 ▼-6.1%118,0412.1%ETFIGMiShares Expanded Tech Sector ETF$72,124,393$513,618 ▼-0.7%642,0192.1%ETFCOSTCostco Wholesale$70,750,871$1,884,842 ▼-2.6%71,4702.1%Retail/WholesaleAMZNAmazon.com$69,126,797$116,482 ▲0.2%315,1242.0%Retail/WholesalePYLDPIMCO Multi Sector Bond Active ETF$67,961,585$67,961,585 ▲New Holding2,560,7232.0%ETFVUGVanguard Growth ETF$65,189,144$662,422 ▼-1.0%148,6981.9%ETFIDUiShares U.S. Utilities ETF$64,215,175$488,656 ▼-0.8%614,0881.9%ETFIJHiShares Core S&P Mid-Cap ETF$63,720,395$1,314,452 ▲2.1%1,027,4171.9%ETFVVisa$62,357,898$1,284,573 ▼-2.0%175,6311.8%Business ServicesJPMJPMorgan Chase & Co.$62,289,430$1,663,420 ▼-2.6%214,9061.8%FinanceGOOGLAlphabet$57,297,392$663,010 ▲1.2%325,1991.7%Computer and TechnologyMAMastercard$57,130,238$893,485 ▼-1.5%101,6661.7%Business ServicesSPTLSPDR Portfolio Long Term Treasury ETF$54,776,286$54,776,286 ▲New Holding2,060,8081.6%ETFCLColgate-Palmolive$46,529,222$432,956 ▲0.9%511,8731.4%Consumer StaplesJNJJohnson & Johnson$43,644,497$839,667 ▲2.0%285,7251.3%MedicalIUSBiShares Core Total USD Bond Market ETF$43,018,549$257,594 ▲0.6%930,5331.3%ManufacturingLLYEli Lilly and Company$39,267,713$16,059,742 ▲69.2%50,3741.2%MedicalEFAiShares MSCI EAFE ETF$37,443,980$1,122,337 ▼-2.9%419,7671.1%FinanceBRK.BBerkshire Hathaway$36,274,875$429,421 ▼-1.2%74,6751.1%FinanceDHRDanaher$36,105,750$1,551,478 ▲4.5%182,7771.1%MedicalDISWalt Disney$35,914,368$546,759 ▼-1.5%289,6091.1%Consumer DiscretionaryAXPAmerican Express$34,312,474$710,052 ▼-2.0%107,5691.0%FinanceSCHZSchwab U.S. Aggregate Bond ETF$34,069,269$5,236,601 ▼-13.3%1,465,9751.0%ETFABTAbbott Laboratories$32,766,886$82,694 ▼-0.3%240,9151.0%MedicalTJXTJX Companies$31,826,329$629,058 ▼-1.9%257,7240.9%Retail/WholesaleWMWaste Management$30,493,811$290,189 ▼-0.9%133,3500.9%Business ServicesICEIntercontinental Exchange$30,336,559$366,573 ▼-1.2%165,3490.9%FinanceWMTWalmart$29,904,083$800,037 ▼-2.6%305,8300.9%Retail/WholesaleADIAnalog Devices$29,392,966$291,196 ▲1.0%125,4670.9%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$29,227,188$713,800 ▲2.5%290,7160.9%ETFQCOMQUALCOMM$28,342,720$625,096 ▲2.3%177,9650.8%Computer and TechnologyCOFCapital One Financial$28,122,262$1,334,009 ▼-4.5%132,1780.8%FinanceBXBlackstone$27,997,242$457,469 ▲1.7%187,3340.8%FinancePAVEGlobal X U.S. Infrastructure Development ETF$27,988,736$24,971 ▲0.1%642,2380.8%ETFISTBiShares Core 1-5 Year USD Bond ETF$27,529,002$524,009 ▲1.9%565,8580.8%ManufacturingSYKStryker$27,416,731$134,118 ▼-0.5%69,2990.8%MedicalECLEcolab$27,270,080$52,271 ▼-0.2%101,2100.8%Basic MaterialsAMPLIFY ETF TR$26,729,234$689,836 ▼-2.5%309,4740.8%AMPLIFY CYBERSECFLOTiShares Floating Rate Bond ETF$26,242,704$821,932 ▲3.2%514,3610.8%ETFANSSANSYS$24,751,176$137,678 ▲0.6%70,4720.7%Computer and TechnologyAFLAflac$24,488,604$435,549 ▼-1.7%232,2080.7%FinanceSCHXSchwab US Large-Cap ETF$24,000,763$3,724,338 ▼-13.4%982,0280.7%ETFASMLASML$23,534,758$266,867 ▲1.1%29,3670.7%Computer and TechnologyMCDMcDonald's$23,425,676$492,892 ▼-2.1%80,1780.7%Retail/WholesaleAMTAmerican Tower$23,170,479$521,167 ▲2.3%104,8340.7%FinanceVZVerizon Communications$22,582,699$441,527 ▲2.0%521,9020.7%Computer and TechnologyZTSZoetis$20,554,957$579,977 ▲2.9%131,8050.6%MedicalORLYO'Reilly Automotive$20,204,622$18,867,093 ▲1,410.6%224,1720.6%Retail/WholesaleIMTBiShares Core 5-10 Year USD Bond ETF$19,949,217$215,183 ▲1.1%457,2360.6%ETFPFEPfizer$19,888,155$1,165,169 ▲6.2%820,4680.6%MedicalGBFiShares Government/Credit Bond ETF$19,511,409$433,763 ▲2.3%186,8090.6%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$18,438,118$5,106,133 ▲38.3%387,8440.5%ETFFTVFortive$16,427,302$195,800 ▲1.2%315,1220.5%Computer and TechnologyNVDANVIDIA$16,222,224$973,623 ▼-5.7%102,9360.5%Computer and TechnologyTMOThermo Fisher Scientific$16,215,516$1,033,515 ▲6.8%39,9930.5%MedicalROSTRoss Stores$14,837,871$84,841 ▲0.6%116,3020.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$14,525,551$1,056,247 ▲7.8%23,5710.4%FinanceISRGIntuitive Surgical$14,350,915$13,925,425 ▲3,272.8%26,4090.4%MedicalIDViShares International Select Dividend ETF$13,820,995$443,834 ▼-3.1%400,4920.4%ETFVVVanguard Large-Cap ETF$13,317,880$360,907 ▼-2.6%46,6800.4%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$12,711,956$258,795 ▲2.1%247,1220.4%ManufacturingDONWisdomTree U.S. MidCap Dividend Fund$11,445,451$191,258 ▲1.7%228,3610.3%FinanceDESWisdomTree U.S. SmallCap Dividend Fund$10,318,341$503,427 ▲5.1%324,8850.3%FinanceQQQInvesco QQQ$9,814,601$1,039,619 ▼-9.6%17,8710.3%FinanceIXPiShares Global Comm Services ETF$9,092,454$3,931 ▲0.0%80,9510.3%ETFMGCVanguard Mega Cap ETF$8,937,998$366,166 ▼-3.9%39,7390.3%ETFPIMCO ETF TR$8,745,290$214,318 ▲2.5%94,8720.3%ACTIVE BD ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$8,594,861$191,770 ▲2.3%341,4720.3%ManufacturingPGProcter & Gamble$8,534,684$32,661 ▲0.4%53,5690.3%Consumer StaplesULUnilever$8,253,883$129,435 ▲1.6%134,9340.2%Consumer StaplesLMTLockheed Martin$7,860,566$294,563 ▲3.9%16,9720.2%AerospaceTSLATesla$7,695,644$249,229 ▲3.3%28,8090.2%Auto/Tires/TrucksKOCocaCola$7,101,289$81,716 ▲1.2%100,3720.2%Consumer StaplesAVGOBroadcom$6,927,683$568,976 ▼-7.6%29,1730.2%Computer and TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$6,552,136$139,194 ▲2.2%122,9520.2%ManufacturingKMBKimberly-Clark$6,550,650$55,306 ▲0.9%50,8120.2%Consumer StaplesRSPTInvesco S&P 500 Equal Weight Technology ETF$6,461,997$3,191,890 ▼-33.1%158,4600.2%ETFSCHBSchwab US Broad Market ETF$6,399,002$106,472 ▼-1.6%268,5270.2%ETFVOOVanguard S&P 500 ETF$6,120,260$281,163 ▼-4.4%10,7750.2%ETFIWBiShares Russell 1000 ETF$5,800,159$316,138 ▲5.8%17,0810.2%ETFGOOGAlphabet$5,775,628$551,149 ▲10.5%32,5590.2%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$5,436,559$42,889,275 ▼-88.8%180,0780.2%ETFSCHFSchwab International Equity ETF$5,236,162$306,771 ▼-5.5%236,9300.2%ETFMETAMeta Platforms$5,151,288$136,792 ▼-2.6%7,0420.2%Computer and TechnologyPEPPepsiCo$5,104,779$263,815 ▲5.4%38,6610.1%Consumer StaplesVTVVanguard Value ETF$5,035,100$405,084 ▼-7.4%28,4890.1%ETFXLPConsumer Staples Select Sector SPDR Fund$4,998,148$114,972 ▼-2.2%61,8180.1%ETFCVXChevron$4,858,865$218,365 ▲4.7%33,9330.1%EnergyVHTVanguard Health Care ETF$4,600,655$56,620 ▲1.2%18,5260.1%ETFEMNTPIMCO Enhanced Short Maturity Active ESG ETF$4,342,833$713,880 ▼-14.1%43,9710.1%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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