Destination Wealth Management Buys Adobe Systems Inc, Vanguard FTSE Developed Markets, Vanguard Total Stock Market, Sells Danaher Corp, iShares International Select Dividend, Schwab U.S. Large-Cap

Walnut Creek, CA, based Investment company Destination Wealth Management buys Adobe Systems Inc, Vanguard FTSE Developed Markets, Vanguard Total Stock Market, Toyota Motor Corp, Costco Wholesale Corp, Cognizant Technology Solutions Corp, iShares U.S. Credit Bond ETF, ETFMG Prime Cyber Security, Kimberly-Clark Corp, Schwab U.S. Broad Market, sells Danaher Corp, iShares International Select Dividend, Schwab U.S. Large-Cap, PG&E Corp, WisdomTree U.S. SmallCap Dividend Fund during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Destination Wealth Management. As of 2018-03-31, Destination Wealth Management owns 550 stocks with a total value of $1.6 billion. These are the details of the buys and sells.

For the details of Destination Wealth Management's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Destination+Wealth+Management

These are the top 5 holdings of Destination Wealth Management
  1. iShares Core S&P 500 (IVV) - 520,668 shares, 8.55% of the total portfolio. Shares reduced by 4.91%
  2. iShares Core U.S. Aggregate Bond (AGG) - 1,225,939 shares, 8.13% of the total portfolio. Shares added by 5.98%
  3. SPDR S&P Dividend (SDY) - 757,844 shares, 4.28% of the total portfolio. Shares added by 3.15%
  4. Vanguard Growth (VUG) - 430,560 shares, 3.78% of the total portfolio. Shares reduced by 1.05%
  5. iShares Core S&P Small-Cap (IJR) - 709,307 shares, 3.38% of the total portfolio. Shares added by 0.17%
New Purchase: Toyota Motor Corp (TM)

Destination Wealth Management initiated holding in Toyota Motor Corp. The purchase prices were between $124.5 and $140.72, with an estimated average price of $134.03. The stock is now traded at around $127.76. The impact to a portfolio due to this purchase was 0.72%. The holding were 352,425 shares as of 2018-03-31.

New Purchase: Cognizant Technology Solutions Corp (CTSH)

Destination Wealth Management initiated holding in Cognizant Technology Solutions Corp. The purchase prices were between $70.95 and $84.83, with an estimated average price of $79.04. The stock is now traded at around $80.72. The impact to a portfolio due to this purchase was 0.55%. The holding were 113,944 shares as of 2018-03-31.

New Purchase: iShares U.S. Credit Bond ETF (CRED)

Destination Wealth Management initiated holding in iShares U.S. Credit Bond ETF. The purchase prices were between $108.02 and $111.84, with an estimated average price of $109.7. The stock is now traded at around $108.46. The impact to a portfolio due to this purchase was 0.53%. The holding were 78,472 shares as of 2018-03-31.

New Purchase: ETFMG Prime Cyber Security (HACK)

Destination Wealth Management initiated holding in ETFMG Prime Cyber Security. The purchase prices were between $30.95 and $36.18, with an estimated average price of $33.77. The stock is now traded at around $34.90. The impact to a portfolio due to this purchase was 0.53%. The holding were 249,545 shares as of 2018-03-31.

New Purchase: Yum China Holdings Inc (YUMC)

Destination Wealth Management initiated holding in Yum China Holdings Inc. The purchase prices were between $39.8 and $48.18, with an estimated average price of $43. The stock is now traded at around $39.87. The impact to a portfolio due to this purchase was 0.41%. The holding were 98,406 shares as of 2018-03-31.

New Purchase: Retail Properties of America Inc (RPAI)

Destination Wealth Management initiated holding in Retail Properties of America Inc. The purchase prices were between $11.21 and $13.34, with an estimated average price of $12.04. The stock is now traded at around $12.05. The impact to a portfolio due to this purchase was 0.27%. The holding were 116,615 shares as of 2018-03-31.

Added: Adobe Systems Inc (ADBE)

Destination Wealth Management added to a holding in Adobe Systems Inc by 39658.53%. The purchase prices were between $177.7 and $229.75, with an estimated average price of $203.33. The stock is now traded at around $225.05. The impact to a portfolio due to this purchase was 1.09%. The holding were 498,572 shares as of 2018-03-31.

Added: Vanguard FTSE Developed Markets (VEA)

Destination Wealth Management added to a holding in Vanguard FTSE Developed Markets by 4798.57%. The purchase prices were between $43.31 and $47.88, with an estimated average price of $45.38. The stock is now traded at around $44.03. The impact to a portfolio due to this purchase was 1.08%. The holding were 359,653 shares as of 2018-03-31.

Added: Vanguard Total Stock Market (VTI)

Destination Wealth Management added to a holding in Vanguard Total Stock Market by 16590.08%. The purchase prices were between $132.41 and $146.86, with an estimated average price of $140.18. The stock is now traded at around $135.79. The impact to a portfolio due to this purchase was 0.79%. The holding were 265,706 shares as of 2018-03-31.

Added: Costco Wholesale Corp (COST)

Destination Wealth Management added to a holding in Costco Wholesale Corp by 90.26%. The purchase prices were between $178.61 and $198.91, with an estimated average price of $188.66. The stock is now traded at around $185.52. The impact to a portfolio due to this purchase was 0.69%. The holding were 240,595 shares as of 2018-03-31.

Added: Kimberly-Clark Corp (KMB)

Destination Wealth Management added to a holding in Kimberly-Clark Corp by 863.44%. The purchase prices were between $104.74 and $123.44, with an estimated average price of $113.84. The stock is now traded at around $109.29. The impact to a portfolio due to this purchase was 0.49%. The holding were 323,146 shares as of 2018-03-31.

Added: Schwab U.S. Broad Market (SCHB)

Destination Wealth Management added to a holding in Schwab U.S. Broad Market by 168.75%. The purchase prices were between $62.27 and $69.07, with an estimated average price of $65.91. The stock is now traded at around $63.87. The impact to a portfolio due to this purchase was 0.48%. The holding were 111,689 shares as of 2018-03-31.

Sold Out: Morgan Stanley Emerging Markets Domestic Debt Fund (EDD)

Destination Wealth Management sold out a holding in Morgan Stanley Emerging Markets Domestic Debt Fund. The sale prices were between $7.76 and $8.24, with an estimated average price of $7.98.

Sold Out: GAMCO Global Gold Natural Resources & Income Trust (GGN)

Destination Wealth Management sold out a holding in GAMCO Global Gold Natural Resources & Income Trust. The sale prices were between $4.81 and $5.49, with an estimated average price of $5.14.

Reduced: Danaher Corp (DHR)

Destination Wealth Management reduced to a holding in Danaher Corp by 66.59%. The sale prices were between $92.16 and $103.8, with an estimated average price of $98.67. The stock is now traded at around $99.06. The impact to a portfolio due to this sale was -0.95%. Destination Wealth Management still held 80,226 shares as of 2018-03-31.

Reduced: iShares International Select Dividend (IDV)

Destination Wealth Management reduced to a holding in iShares International Select Dividend by 99.99%. The sale prices were between $32.4 and $35.88, with an estimated average price of $34.03. The stock is now traded at around $33.10. The impact to a portfolio due to this sale was -0.74%. Destination Wealth Management still held 51 shares as of 2018-03-31.

Reduced: Schwab U.S. Large-Cap (SCHX)

Destination Wealth Management reduced to a holding in Schwab U.S. Large-Cap by 97.46%. The sale prices were between $61.65 and $68.43, with an estimated average price of $65.24. The stock is now traded at around $63.14. The impact to a portfolio due to this sale was -0.61%. Destination Wealth Management still held 3,969 shares as of 2018-03-31.

Reduced: PG&E Corp (PCG)

Destination Wealth Management reduced to a holding in PG&E Corp by 99.2%. The sale prices were between $38.24 and $45.23, with an estimated average price of $42.43. The stock is now traded at around $43.46. The impact to a portfolio due to this sale was -0.59%. Destination Wealth Management still held 1,660 shares as of 2018-03-31.

Reduced: WisdomTree U.S. SmallCap Dividend Fund (DES)

Destination Wealth Management reduced to a holding in WisdomTree U.S. SmallCap Dividend Fund by 87.23%. The sale prices were between $26.8 and $29.67, with an estimated average price of $28.23. The stock is now traded at around $27.67. The impact to a portfolio due to this sale was -0.51%. Destination Wealth Management still held 40,405 shares as of 2018-03-31.

Reduced: iShares Government/Credit Bond (GBF)

Destination Wealth Management reduced to a holding in iShares Government/Credit Bond by 63.22%. The sale prices were between $110.52 and $113.64, with an estimated average price of $111.84. The stock is now traded at around $111.09. The impact to a portfolio due to this sale was -0.47%. Destination Wealth Management still held 37,981 shares as of 2018-03-31.



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