DW
| |
Destination Wealth Management13F | |
| Destination Wealth Management | |
| Last update 2025-05-15 | 254 Stocks (16 new) |
| Value $3.17 Bil | Turnover 2 % |
Destination Wealth Management Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 803,984 | 178,589.1 | -3.38% | 5.630 | -0.22% | 0.010 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 1,446,048 | 143,043.0 | +5.16% | 4.510 | +0.22% | 0.110 | +1.65% | +3.49% | 128,152.2 | ||
SDY | SPDR Dividend ETF | 702,637 | 95,333.8 | +0.96% | 3.000 | +0.03% | 0.470 | +8.70% | +7.44% | 20,523.7 | ||
IJR | iShares Core S&P Small-Cap ETF | 796,785 | 83,319.8 | +2.87% | 2.630 | +0.07% | 0.110 | +17.04% | -0.26% | 83,183.4 | ||
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 779,335 | 80,856.0 | +7.52% | 2.550 | +0.18% | 0.780 | +0.36% | +2.19% | 11,276.6 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 741,426 | 76,715.4 | +2.61% | 2.420 | +0.06% | 0.640 | +1.17% | +4.36% | 12,373.0 | ||
LQDH |
iShares Interest Rate Hedged Corporate Bond ETF
iShares Interest Rate Hedged Corporate Bond ETF
| 815,863 | 75,279.7 | +3.40% | 2.370 | +0.08% | 16.650 | +4.11% | +3.26% | 492.2 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 1,409,492 | 73,815.1 | +1.96% | 2.330 | +0.04% | 0.350 | +2.21% | +4.02% | 21,629.9 | ||
IVV | iShares Core S&P 500 ETF | 125,704 | 70,633.1 | +1.06% | 2.230 | +0.02% | 0.010 | +18.87% | +8.94% | 642,209.1 | ||
COST | Costco Wholesale Corp | 73,374 | 69,395.6 | -1.46% | 2.190 | -0.03% | 0.020 | -3.43% | +2.97% | 417,396.2 | Retail - Defensive |
Destination Wealth Management's Historical Top Holdings Breakdowns
Destination Wealth Management's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHZ | Schwab US Aggregate Bond ETF | 2025-03-31 | Reduce Reduce | -0.52% | 22.46 ($22.91) 23.26 | $23.04 | 0.57% | Reduce -30.08% | 1,691,302 | -727,760 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Reduce Reduce | -0.26% | 21.75 ($23.28) 24.28 | $25.12 | 7.90% | Reduce -24.26% | 1,134,415 | -363,428 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.22% | 209.68 ($231.67) 247.1 | $214.29 | -7.50% | Reduce -3.38% | 803,984 | -28,136 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +0.22% | 95.85 ($97.76) 99.25 | $98.35 | 0.60% | Add 5.16% | 1,446,048 | 70,961 | |
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 2025-03-31 | Add Add | +0.18% | 97.25 ($101.36) 104.79 | $99.71 | -1.63% | Add 7.52% | 779,335 | 54,522 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Add Add | +0.13% | 64.98 ($87.82) 124.62 | $154.62 | 76.06% | Add 1433.89% | 51,830 | 48,451 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.12% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | Add 47.53% | 108,114 | 34,829 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.12% | 507.05 ($540.58) 563.67 | $582.86 | 7.82% | Add 201.18% | 11,270 | 7,528 | |
NVO | Novo Nordisk AS | 2025-03-31 | Add Add | +0.11% | 69.3 ($82.59) 90.95 | $70.03 | -15.21% | Add 24.71% | 244,604 | 48,461 | |
SMH | VanEck Vectors Semiconductor ETF | 2025-03-31 | New Buy New Buy | +0.09% | 211.47 ($239.69) 267.17 | $286.61 | 19.58% | New holding | 13,253 | 13,253 |
Destination Wealth Management Total Holding History ($B)
Destination Wealth Management's Asset Allocation
Destination Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Destination Wealth Management's Hypothetical Growth since 2025-03-31
Destination Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Destination Wealth Management's Holdings Heat Map
Size field:
Destination Wealth Management's Holdings Bubble Chart
Destination Wealth Management News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers