Destination Wealth Management Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$3.2T
Holdings
229
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (229 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $208.4M |
AGGISHARES TR | $133.2M |
SDYSPDR SER TR | $91.9M |
IJRISHARES TR | $89.2M |
IVVISHARES TR | $73.2M |
LQDHISHARES U S ETF TR | $73.2M |
STIPISHARES TR | $72.7M |
TLHISHARES TR | $72.1M |
IGSBISHARES TR | $71.5M |
AMZNAMAZON COM INC | $69.8M |
COSTCOSTCO WHSL CORP NEW | $68.3M |
IEMGISHARES INC | $65.6M |
IGMISHARES TR | $65.5M |
VUGVANGUARD INDEX FDS | $62.6M |
IJHISHARES TR | $62.0M |
GOOGLALPHABET INC | $61.0M |
IDUISHARES TR | $59.8M |
MSFTMICROSOFT CORP | $59.3M |
VVISA INC | $58.3M |
MAMASTERCARD INCORPORATED | $55.6M |
JPMJPMORGAN CHASE & CO. | $55.0M |
SCHZSCHWAB STRATEGIC TR | $54.9M |
SPSBSPDR SER TR | $48.0M |
CLCOLGATE PALMOLIVE CO | $45.3M |
IUSBISHARES TR | $40.3M |
JNJJOHNSON & JOHNSON | $39.3M |
DHRDANAHER CORPORATION | $37.5M |
SCHXSCHWAB STRATEGIC TR | $34.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $34.7M |
AXPAMERICAN EXPRESS CO | $33.7M |
DISDISNEY WALT CO | $33.2M |
EFAISHARES TR | $33.0M |
TJXTJX COS INC NEW | $32.4M |
BXBLACKSTONE INC | $32.3M |
WMTWALMART INC | $30.0M |
MINTPIMCO ETF TR | $28.1M |
WMWASTE MGMT INC DEL | $27.5M |
ABTABBOTT LABS | $27.4M |
QCOMQUALCOMM INC | $26.6M |
BCCCGLOBAL X FDS | $25.9M |
ADIANALOG DEVICES INC | $25.8M |
ISTBISHARES TR | $25.7M |
COFCAPITAL ONE FINL CORP | $25.6M |
SYKSTRYKER CORPORATION | $25.2M |
ICEINTERCONTINENTAL EXCHANGE IN | $25.2M |
AFLAFLAC INC | $24.8M |
FLOTISHARES TR | $24.4M |
HACKAMPLIFY ETF TR | $24.3M |
MCDMCDONALDS CORP | $23.8M |
ECLECOLAB INC | $23.8M |
FTVFORTIVE CORP | $23.6M |
AKXANSYS INC | $23.4M |
LLYELI LILLY & CO | $21.3M |
MRKMERCK & CO INC | $21.1M |
ZTSZOETIS INC | $20.4M |
ASMLASML HOLDING N V | $19.7M |
BACVERIZON COMMUNICATIONS INC | $19.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $18.6M |
IMTBISHARES TR | $18.5M |
PFEPFIZER INC | $18.1M |
GBFISHARES TR | $18.1M |
AMTAMERICAN TOWER CORP NEW | $17.7M |
ROSTROSS STORES INC | $17.2M |
ORLYOREILLY AUTOMOTIVE INC | $17.2M |
NVONOVO-NORDISK A S | $16.9M |
EAGGISHARES TR | $12.9M |
VVVANGUARD INDEX FDS | $12.9M |
SPYSPDR S&P 500 ETF TR | $12.5M |
USIGISHARES TR | $11.9M |
DONWISDOMTREE TR | $11.6M |
IDV*ISHARES TR | $11.3M |
DESWISDOMTREE TR | $10.7M |
NVDANVIDIA CORPORATION | $9.9M |
PGPROCTER AND GAMBLE CO | $9.4M |
RSPTINVESCO EXCHANGE TRADED FD T | $9.0M |
TSLATESLA INC | $8.9M |
MGCVANGUARD WORLD FD | $8.7M |
BONDPIMCO ETF TR | $8.5M |
NDQINVESCO QQQ TR | $8.3M |
SUSBISHARES TR | $8.3M |
IXP*ISHARES TR | $8.1M |
LMTLOCKHEED MARTIN CORP | $8.0M |
ULUNILEVER PLC | $7.6M |
SCHBSCHWAB STRATEGIC TR | $7.4M |
KMBKIMBERLY-CLARK CORP | $6.6M |
SGOVISHARES TR | $6.4M |
KOCOCA COLA CO | $6.3M |
PEPPEPSICO INC | $5.8M |
IGIBISHARES TR | $5.8M |
GOOGALPHABET INC | $5.6M |
IWBISHARES TR | $5.4M |
SCHFSCHWAB STRATEGIC TR | $5.4M |
VTVVANGUARD INDEX FDS | $5.0M |
EMNTPIMCO ETF TR | $5.0M |
XLFISELECT SECTOR SPDR TR | $4.9M |
CVXCHEVRON CORP NEW | $4.7M |
VHTVANGUARD WORLD FD | $4.6M |
AVGOBROADCOM INC | $4.4M |
METAMETA PLATFORMS INC | $4.0M |
SPABSPDR SER TR | $3.8M |
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