Destination Wealth Management Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$3.0B
Holdings
205
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (205 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $151.2M |
AGGISHARES TR | $120.5M |
SDYSPDR SER TR | $92.1M |
IJRISHARES TR | $86.9M |
TLHISHARES TR | $74.8M |
IVVISHARES TR | $70.5M |
LQDHISHARES U S ETF TR | $69.8M |
STIPISHARES TR | $67.2M |
IGSBISHARES TR | $66.2M |
MSFTMICROSOFT CORP | $62.2M |
COSTCOSTCO WHSL CORP NEW | $61.9M |
IEMGISHARES INC | $61.9M |
IJHISHARES TR | $61.2M |
AMZNAMAZON COM INC | $61.1M |
IGMISHARES TR | $60.8M |
VUGVANGUARD INDEX FDS | $55.4M |
IDUISHARES TR | $55.2M |
SCHZSCHWAB STRATEGIC TR | $55.0M |
MAMASTERCARD INCORPORATED | $53.0M |
GOOGLALPHABET INC | $52.0M |
VVISA INC | $52.0M |
JPMJPMORGAN CHASE & CO | $51.2M |
SPSBSPDR SER TR | $48.1M |
CLCOLGATE PALMOLIVE CO | $46.6M |
FTVFORTIVE CORP | $40.9M |
JNJJOHNSON & JOHNSON | $40.3M |
DISDISNEY WALT CO | $39.3M |
DHRDANAHER CORPORATION | $38.9M |
IUSBISHARES TR | $38.1M |
EFAISHARES TR | $34.7M |
SCHXSCHWAB STRATEGIC TR | $33.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $32.2M |
QCOMQUALCOMM INC | $31.2M |
WMWASTE MGMT INC DEL | $30.4M |
AXPAMERICAN EXPRESS CO | $30.0M |
TJXTJX COS INC NEW | $29.6M |
ASMLASML HOLDING N V | $27.9M |
BCCCGLOBAL X FDS | $27.9M |
MRKMERCK & CO INC | $27.8M |
BXBLACKSTONE INC | $27.2M |
ABTABBOTT LABS | $26.7M |
SYKSTRYKER CORPORATION | $26.0M |
MINTPIMCO ETF TR | $26.0M |
SCHWSCHWAB CHARLES CORP | $25.4M |
ECLECOLAB INC | $24.6M |
ICEINTERCONTINENTAL EXCHANGE IN | $24.6M |
ISTBISHARES TR | $24.3M |
AKXANSYS INC | $23.9M |
FLOTISHARES TR | $23.7M |
MCDMCDONALDS CORP | $23.1M |
COFCAPITAL ONE FINL CORP | $22.6M |
WMTWALMART INC | $22.6M |
AFLAFLAC INC | $22.2M |
HACKAMPLIFY ETF TR | $21.8M |
ZTSZOETIS INC | $20.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $20.2M |
BACVERIZON COMMUNICATIONS INC | $19.3M |
IMTBISHARES TR | $17.6M |
AMTAMERICAN TOWER CORP NEW | $17.6M |
PFEPFIZER INC | $17.5M |
GBFISHARES TR | $17.1M |
ROSTROSS STORES INC | $16.8M |
NKENIKE INC | $15.8M |
VVVANGUARD INDEX FDS | $12.6M |
EAGGISHARES TR | $12.4M |
USIGISHARES TR | $11.6M |
DONWISDOMTREE TR | $11.5M |
NVDANVIDIA CORPORATION | $11.5M |
IDV*ISHARES TR | $11.0M |
DRIVGLOBAL X FDS | $10.4M |
SPYSPDR S&P 500 ETF TR | $10.4M |
DESWISDOMTREE TR | $10.3M |
RSPTINVESCO EXCHANGE TRADED FD T | $10.0M |
PGPROCTER AND GAMBLE CO | $8.9M |
MGCVANGUARD WORLD FD | $8.1M |
SUSBISHARES TR | $8.1M |
BONDPIMCO ETF TR | $8.0M |
LMTLOCKHEED MARTIN CORP | $7.8M |
IXP*ISHARES TR | $7.8M |
ULUNILEVER PLC | $6.9M |
PEPPEPSICO INC | $6.6M |
KMBKIMBERLY-CLARK CORP | $6.5M |
KOCOCA COLA CO | $6.3M |
SCHBSCHWAB STRATEGIC TR | $6.3M |
SCHFSCHWAB STRATEGIC TR | $6.2M |
SGOVISHARES TR | $6.1M |
NDQINVESCO QQQ TR | $5.9M |
SPABSPDR SER TR | $5.3M |
IGIBISHARES TR | $5.3M |
CVXCHEVRON CORP NEW | $5.1M |
IWBISHARES TR | $4.9M |
GOOGALPHABET INC | $4.8M |
XLFISELECT SECTOR SPDR TR | $4.8M |
VHTVANGUARD WORLD FD | $4.7M |
EMNTPIMCO ETF TR | $4.4M |
VTVVANGUARD INDEX FDS | $4.1M |
LITGLOBAL X FDS | $3.5M |
SCHASCHWAB STRATEGIC TR | $3.4M |
SUSAISHARES TR | $3.4M |
SCHESCHWAB STRATEGIC TR | $3.2M |
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