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	Shares	Value	% Portfolio
201	MRSHMARSH & MCLENNAN COS INC	1,159	$258.6M	0.01%
202	HONHONEYWELL INTL INC	1,234	$255.1M	0.01%
203	BILSSPDR SER TR	2,547	$253.6M	0.01%
204	TIPISHARES TR	2,238	$247.2M	0.01%
205	ILCGISHARES TR	2,931	$246.3M	0.01%
206	TMUST-MOBILE US INC	1,192	$246.0M	0.01%
207	ILCVISHARES TR	2,955	$242.9M	0.01%
208	CRMSALESFORCE INC	886	$242.5M	0.01%
209	TAT&T INC	10,902	$239.8M	0.01%
210	VLUEISHARES TR	2,173	$236.9M	0.01%
211	VEUVANGUARD INTL EQUITY INDEX F	3,725	$234.7M	0.01%
212	NEENEXTERA ENERGY INC	2,762	$233.4M	0.01%
213	SBUXSTARBUCKS CORP	2,367	$230.8M	0.01%
214	CMICUMMINS INC	701	$227.0M	0.01%
215	LRCXEURLAM RESEARCH CORP	277	$226.1M	0.01%
216	LOWLOWES COS INC	819	$221.7M	0.01%
217	ORIOLD REP INTL CORP	6,127	$217.0M	0.01%
218	TMEDT ROWE PRICE ETF INC	5,458	$216.4M	0.01%
219	FNDXSCHWAB STRATEGIC TR	2,919	$209.5M	0.01%
220	NXDRNEXTDOOR HOLDINGS INC	12,100	$30.0M	0.00%

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