Destination Wealth Management Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$3.4B
Holdings
252
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (252 positions)
| Stock | Value |
|---|---|
GILDGILEAD SCIENCES INC | $368K |
LITGLOBAL X FDS | $367K |
MOALTRIA GROUP INC | $357K |
CSWCSW INDUSTRIALS INC | $353K |
WFCWELLS FARGO CO NEW | $344K |
LRCXLAM RESEARCH CORP | $342K |
YUMYUM BRANDS INC | $342K |
BILSPDR SERIES TRUST | $325K |
TAT&T INC | $308K |
DFCFDIMENSIONAL ETF TRUST | $304K |
CRMSALESFORCE INC | $302K |
AVSCAMERICAN CENTY ETF TR | $301K |
ESEVERSOURCE ENERGY | $300K |
IWOISHARES TR | $297K |
NEENEXTERA ENERGY INC | $294K |
PLUSEPLUS INC | $290K |
IRMIRON MTN INC DEL | $290K |
ADBEADOBE INC | $280K |
IBNDSPDR SERIES TRUST | $278K |
DFASDIMENSIONAL ETF TRUST | $271K |
LVLNSPDR SERIES TRUST | $270K |
AVDVAMERICAN CENTY ETF TR | $270K |
FNDFSCHWAB STRATEGIC TR | $262K |
TMUST-MOBILE US INC | $255K |
BILSSPDR SERIES TRUST | $253K |
TIPISHARES TR | $246K |
HTBKHERITAGE COMM CORP | $245K |
VXUSVANGUARD STAR FDS | $245K |
CMICUMMINS INC | $239K |
ORIOLD REP INTL CORP | $238K |
BWXSPDR SERIES TRUST | $237K |
DUSBDIMENSIONAL ETF TRUST | $235K |
ELSEQUITY LIFESTYLE PPTYS INC | $234K |
ILCGISHARES TR | $233K |
NOWSERVICENOW INC | $230K |
SCHRSCHWAB STRATEGIC TR | $224K |
CEGCONSTELLATION ENERGY CORP | $224K |
MRSHMARSH & MCLENNAN COS INC | $221K |
IWMISHARES TR | $219K |
ILCVISHARES TR | $217K |
IYY*ISHARES TR | $208K |
APHAMPHENOL CORP NEW | $207K |
ALSALLSTATE CORP | $205K |
IWNISHARES TR | $205K |
MCKMCKESSON CORP | $204K |
SCHISCHWAB STRATEGIC TR | $204K |
NKENIKE INC | $202K |
IGOVISHARES TR | $201K |
WEAVWEAVE COMMUNICATIONS INC | $176K |
FFORD MTR CO | $144K |
REFRRESEARCH FRONTIERS INC | $137K |
CDLXCARDLYTICS INC | $16K |
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