Destination Wealth Management Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$2.9T
Holdings
197
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (197 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $166.8M |
SCHZSCHWAB STRATEGIC TR | $118.0M |
AGGISHARES TR | $100.5M |
SDYSPDR SER TR | $86.3M |
IJRISHARES TR | $84.0M |
LQDHISHARES U S ETF TR | $65.7M |
IVVISHARES TR | $64.9M |
STIPISHARES TR | $62.0M |
TLHISHARES TR | $61.5M |
SPSBSPDR SER TR | $61.3M |
IGSBISHARES TR | $61.0M |
COSTCOSTCO WHSL CORP NEW | $58.6M |
MSFTMICROSOFT CORP | $57.2M |
IEMGISHARES INC | $55.6M |
IJHISHARES TR | $55.4M |
IGMISHARES TR | $55.2M |
AMZNAMAZON COM INC | $52.8M |
SCHXSCHWAB STRATEGIC TR | $51.7M |
VUGVANGUARD INDEX FDS | $51.5M |
IDUISHARES TR | $50.1M |
VVISA INC | $49.2M |
GOOGLALPHABET INC | $48.5M |
MAMASTERCARD INCORPORATED | $47.7M |
JPMJPMORGAN CHASE & CO | $45.1M |
CLCOLGATE PALMOLIVE CO | $40.9M |
JNJJOHNSON & JOHNSON | $38.4M |
FTVFORTIVE CORP | $35.3M |
DHRDANAHER CORPORATION | $34.7M |
EFAISHARES TR | $32.1M |
IUSBISHARES TR | $31.4M |
DISDISNEY WALT CO | $29.5M |
TJXTJX COS INC NEW | $27.8M |
BXBLACKSTONE INC | $27.6M |
QCOMQUALCOMM INC | $26.9M |
WMWASTE MGMT INC DEL | $26.3M |
ABTABBOTT LABS | $25.7M |
AXPAMERICAN EXPRESS CO | $25.1M |
MINTPIMCO ETF TR | $25.1M |
BCCCGLOBAL X FDS | $24.8M |
AKXANSYS INC | $24.8M |
MCDMCDONALDS CORP | $24.4M |
ZTSZOETIS INC | $23.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $23.7M |
FLOTISHARES TR | $23.4M |
MRKMERCK & CO INC | $23.4M |
SCHWSCHWAB CHARLES CORP | $23.3M |
ISTBISHARES TR | $23.2M |
ICEINTERCONTINENTAL EXCHANGE IN | $22.7M |
SYKSTRYKER CORPORATION | $22.5M |
ASMLASML HOLDING N V | $22.5M |
AFLAFLAC INC | $21.6M |
ECLECOLAB INC | $21.3M |
HACKUSDETF MANAGERS TR | $20.8M |
WMTWALMART INC | $19.8M |
COFCAPITAL ONE FINL CORP | $19.7M |
AMTAMERICAN TOWER CORP NEW | $17.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $16.7M |
NKENIKE INC | $16.6M |
ROSTROSS STORES INC | $16.0M |
BACVERIZON COMMUNICATIONS INC | $15.7M |
IMTBISHARES TR | $15.3M |
GBFISHARES TR | $15.2M |
PFEPFIZER INC | $15.0M |
VVVANGUARD INDEX FDS | $11.8M |
DONWISDOMTREE TR | $11.0M |
EAGGISHARES TR | $10.9M |
USIGISHARES TR | $10.4M |
DESWISDOMTREE TR | $10.2M |
IDV*ISHARES TR | $10.2M |
DRIVGLOBAL X FDS | $10.1M |
SPYSPDR S&P 500 ETF TR | $9.9M |
RSPTINVESCO EXCHANGE TRADED FD T | $9.7M |
SCHFSCHWAB STRATEGIC TR | $9.2M |
SCHBSCHWAB STRATEGIC TR | $8.7M |
PGPROCTER AND GAMBLE CO | $8.1M |
SUSBISHARES TR | $8.0M |
BONDPIMCO ETF TR | $7.9M |
MGCVANGUARD WORLD FD | $7.8M |
LMTLOCKHEED MARTIN CORP | $7.7M |
IXP*ISHARES TR | $7.2M |
SPABSPDR SER TR | $7.0M |
SCHESCHWAB STRATEGIC TR | $6.6M |
ULUNILEVER PLC | $6.5M |
PEPPEPSICO INC | $6.2M |
KOCOCA COLA CO | $6.0M |
SGOVISHARES TR | $5.9M |
KMBKIMBERLY-CLARK CORP | $5.8M |
NDQINVESCO QQQ TR | $5.5M |
NVDANVIDIA CORPORATION | $5.5M |
SCHASCHWAB STRATEGIC TR | $4.9M |
IGIBISHARES TR | $4.8M |
CVXCHEVRON CORP NEW | $4.8M |
GOOGALPHABET INC | $4.7M |
IWBISHARES TR | $4.6M |
XLFISELECT SECTOR SPDR TR | $4.5M |
VHTVANGUARD WORLD FDS | $4.5M |
EMNTPIMCO ETF TR | $4.3M |
VTVVANGUARD INDEX FDS | $3.9M |
VLTOVERALTO CORP | $3.8M |
LITGLOBAL X FDS | $3.4M |
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