Destination Wealth Management Q1 2023 Filing
Filed May 5, 2023
Portfolio Value
$2.6B
Holdings
204
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (204 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $136.3M |
SPSBSPDR SER TR | $124.0M |
AGGISHARES TR | $115.0M |
SDYSPDR SER TR | $84.0M |
IJRISHARES TR | $73.0M |
LQDHISHARES U S ETF TR | $66.0M |
STIPISHARES TR | $62.0M |
IGSBISHARES TR | $59.0M |
IGMISHARES TR | $57.0M |
IVVISHARES TR | $57.0M |
IEMGISHARES INC | $52.0M |
SCHZSCHWAB STRATEGIC TR | $52.0M |
IDUISHARES TR | $51.0M |
MSFTMICROSOFT CORP | $50.0M |
IJHISHARES TR | $49.0M |
COSTCOSTCO WHSL CORP NEW | $46.0M |
VVISA INC | $44.0M |
VUGVANGUARD INDEX FDS | $44.0M |
MAMASTERCARD INCORPORATED | $42.0M |
JNJJOHNSON & JOHNSON | $38.0M |
GOOGLALPHABET INC | $38.0M |
AMZNAMAZON COM INC | $37.0M |
CLCOLGATE PALMOLIVE CO | $37.0M |
DHRDANAHER CORPORATION | $36.0M |
JPMJPMORGAN CHASE & CO | $35.0M |
IUSBISHARES TR | $34.0M |
DISDISNEY WALT CO | $33.0M |
FTVFORTIVE CORP | $33.0M |
EFAISHARES TR | $30.0M |
FLOTISHARES TR | $30.0M |
SGOVISHARES TR | $28.0M |
TJXTJX COS INC NEW | $25.0M |
MCDMCDONALDS CORP | $24.0M |
WMWASTE MGMT INC DEL | $24.0M |
MRKMERCK & CO INC | $23.0M |
PFEPFIZER INC | $23.0M |
ABTABBOTT LABS | $23.0M |
QCOMQUALCOMM INC | $23.0M |
MINTPIMCO ETF TR | $23.0M |
AXPAMERICAN EXPRESS CO | $22.0M |
ISTBISHARES TR | $22.0M |
SYKSTRYKER CORPORATION | $22.0M |
AKXANSYS INC | $22.0M |
BCCCGLOBAL X FDS | $21.0M |
SCHXSCHWAB STRATEGIC TR | $21.0M |
ZTSZOETIS INC | $20.0M |
BXBLACKSTONE INC | $18.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $18.0M |
NKENIKE INC | $18.0M |
AFLAFLAC INC | $18.0M |
DYHTARGET CORP | $18.0M |
WMTWALMART INC | $18.0M |
ECLECOLAB INC | $17.0M |
AMTAMERICAN TOWER CORP NEW | $16.0M |
HACKUSDETF MANAGERS TR | $16.0M |
BACVERIZON COMMUNICATIONS INC | $16.0M |
GBFISHARES TR | $15.0M |
IMTBISHARES TR | $15.0M |
COFCAPITAL ONE FINL CORP | $14.0M |
SCHWSCHWAB CHARLES CORP | $13.0M |
EAGGISHARES TR | $12.0M |
ROSTROSS STORES INC | $12.0M |
RSPTINVESCO EXCHANGE TRADED FD T | $12.0M |
VVVANGUARD INDEX FDS | $11.0M |
IDV*ISHARES TR | $10.0M |
USIGISHARES TR | $10.0M |
DRIVGLOBAL X FDS | $10.0M |
DONWISDOMTREE TR | $9.0M |
PGPROCTER AND GAMBLE CO | $8.0M |
LMTLOCKHEED MARTIN CORP | $8.0M |
DESWISDOMTREE TR | $8.0M |
SUSBISHARES TR | $8.0M |
SPYSPDR S&P 500 ETF TR | $7.0M |
PEPPEPSICO INC | $7.0M |
ULUNILEVER PLC | $7.0M |
MGCVANGUARD WORLD FD | $7.0M |
BONDPIMCO ETF TR | $7.0M |
KMBKIMBERLY-CLARK CORP | $7.0M |
—APEXIGEN INC | $6.4M |
KOCOCA COLA CO | $6.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.0M |
SCHFSCHWAB STRATEGIC TR | $6.0M |
LITGLOBAL X FDS | $6.0M |
IXP*ISHARES TR | $6.0M |
CVXCHEVRON CORP NEW | $5.0M |
IGIBISHARES TR | $5.0M |
EMNTPIMCO ETF TR | $4.0M |
SCHESCHWAB STRATEGIC TR | $4.0M |
XLFISELECT SECTOR SPDR TR | $4.0M |
IWBISHARES TR | $4.0M |
VHTVANGUARD WORLD FDS | $4.0M |
NDQINVESCO QQQ TR | $3.0M |
SCHBSCHWAB STRATEGIC TR | $3.0M |
SPABSPDR SER TR | $3.0M |
VTVVANGUARD INDEX FDS | $3.0M |
XTISHARES TR | $3.0M |
GOOGALPHABET INC | $3.0M |
BKLNINVESCO EXCH TRADED FD TR II | $2.0M |
UNHUNITEDHEALTH GROUP INC | $2.0M |
SCHASCHWAB STRATEGIC TR | $2.0M |
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