Destination Wealth Management Q3 2024 Filing
Filed November 25, 2024
Portfolio Value
$3.2T
Holdings
220
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (220 positions)
| Stock | Value |
|---|---|
TSLATESLA INC | $3.3B |
AVGOBROADCOM INC | $3.3B |
METAMETA PLATFORMS INC | $3.2B |
VNQVANGUARD INDEX FDS | $2.4B |
VCRVANGUARD WORLD FD | $2.4B |
BKLNINVESCO EXCH TRADED FD TR II | $2.3B |
SCHMSCHWAB STRATEGIC TR | $2.2B |
PFFISHARES TR | $2.2B |
TFLOISHARES TR | $2.1B |
IHIISHARES TR | $2.0B |
IYZISHARES TR | $2.0B |
AMDADVANCED MICRO DEVICES INC | $1.9B |
HDHOME DEPOT INC | $1.9B |
PLTRPALANTIR TECHNOLOGIES INC | $1.8B |
USSGDBX ETF TR | $1.7B |
VOOVANGUARD INDEX FDS | $1.6B |
VRTXVERTEX PHARMACEUTICALS INC | $1.6B |
SCHGSCHWAB STRATEGIC TR | $1.4B |
AMATAPPLIED MATLS INC | $1.2B |
SHVISHARES TR | $1.2B |
IWFISHARES TR | $1.1B |
SCHWSCHWAB CHARLES CORP | $1.1B |
BLKCHFBLACKROCK INC | $1.1B |
ORCLORACLE CORP | $1.1B |
DSIISHARES TR | $999.7M |
VTIVANGUARD INDEX FDS | $918.3M |
STPZPIMCO ETF TR | $907.0M |
AQLTISHARES TR | $893.3M |
CMFISHARES TR | $831.6M |
UBFOUNITED SEC BANCSHARES CALIF | $823.1M |
NFLXNETFLIX INC | $768.1M |
ULSTSSGA ACTIVE ETF TR | $740.8M |
IGBHISHARES U S ETF TR | $735.2M |
XOMEXXON MOBIL CORP | $718.6M |
CSCOCISCO SYS INC | $717.2M |
NUSCNUSHARES ETF TR | $674.1M |
SUBISHARES TR | $669.8M |
ABBVABBVIE INC | $665.4M |
PWZINVESCO EXCH TRADED FD TR II | $655.0M |
VSGXVANGUARD WORLD FD | $649.2M |
DONSPDR DOW JONES INDL AVERAGE | $633.6M |
DRIVGLOBAL X FDS | $628.6M |
ESGVVANGUARD WORLD FD | $627.9M |
XTISHARES TR | $615.0M |
DFACDIMENSIONAL ETF TRUST | $605.4M |
HDVISHARES TR | $601.2M |
BABOEING CO | $584.7M |
PIPRPIPER SANDLER COMPANIES | $581.2M |
VIGVANGUARD SPECIALIZED FUNDS | $577.9M |
SPMDSPDR SER TR | $575.3M |
PLDPROLOGIS INC. | $568.8M |
DUKDUKE ENERGY CORP NEW | $564.4M |
CITCINTAS CORP | $547.7M |
INTCINTEL CORP | $544.7M |
BCALCALIFORNIA BANCORP | $540.8M |
COPCONOCOPHILLIPS | $535.2M |
MPCMARATHON PETE CORP | $527.8M |
IBMINTERNATIONAL BUSINESS MACHS | $508.3M |
MUCBLACKROCK MUNIHLDNGS CALI QL | $496.0M |
SOSOUTHERN CO | $478.1M |
BNDVANGUARD BD INDEX FDS | $474.8M |
RSPINVESCO EXCHANGE TRADED FD T | $465.1M |
EWEDWARDS LIFESCIENCES CORP | $462.7M |
BACBANK AMERICA CORP | $454.1M |
CSWCSW INDUSTRIALS INC | $449.9M |
IRMIRON MTN INC DEL | $446.7M |
GLWCORNING INC | $445.5M |
XLFSELECT SECTOR SPDR TR | $444.7M |
ADBEADOBE INC | $443.7M |
VYMVANGUARD WHITEHALL FDS | $436.0M |
ADPAUTOMATIC DATA PROCESSING IN | $431.7M |
DGROISHARES TR | $421.1M |
VBVANGUARD INDEX FDS | $420.3M |
DWDMORGAN STANLEY | $420.3M |
ESGUISHARES TR | $413.2M |
SCHDSCHWAB STRATEGIC TR | $411.0M |
FLRNSPDR SER TR | $405.3M |
RPMRPM INTL INC | $395.3M |
TRVTRAVELERS COMPANIES INC | $394.9M |
SPGIS&P GLOBAL INC | $386.9M |
ISRGINTUITIVE SURGICAL INC | $378.3M |
LITGLOBAL X FDS | $374.2M |
NTESNETEASE INC | $351.6M |
CATCATERPILLAR INC | $334.0M |
VEAVANGUARD TAX-MANAGED FDS | $333.3M |
BILSPDR SER TR | $327.8M |
ESEVERSOURCE ENERGY | $322.4M |
TXNTEXAS INSTRS INC | $321.2M |
USMVISHARES TR | $320.9M |
YUMYUM BRANDS INC | $318.4M |
NSYNICE LTD | $309.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $301.1M |
UNHUNITEDHEALTH GROUP INC | $294.7M |
IWOISHARES TR | $293.1M |
RTXRTX CORPORATION | $286.5M |
SCHVSCHWAB STRATEGIC TR | $278.0M |
LVLNSPDR SER TR | $277.8M |
WFCWELLS FARGO CO NEW | $271.9M |
FMUSDISHARES INC | $267.5M |
ELSEQUITY LIFESTYLE PPTYS INC | $262.4M |