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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
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| 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 | +7.48% | -14.18% | 3,202,241.1 | 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 | +2.13% | +3.72% | 128,438.9 | ||
SDY | SPDR Dividend ETF | 702,637 | 95,333.8 | +0.96% | 3.000 | +0.03% | 0.470 | +8.78% | +7.60% | 20,554.5 | ||
IJR | iShares Core S&P Small-Cap ETF | 796,785 | 83,319.8 | +2.87% | 2.630 | +0.07% | 0.110 | +17.16% | -1.41% | 82,221.5 | ||
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 | +1.54% | +2.60% | 11,321.9 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 741,426 | 76,715.4 | +2.61% | 2.420 | +0.06% | 0.640 | +1.39% | +4.59% | 12,399.5 | ||
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 | +4.30% | +3.06% | 491.2 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 1,409,492 | 73,815.1 | +1.96% | 2.330 | +0.04% | 0.350 | +2.30% | +4.16% | 21,658.7 | ||
IVV | iShares Core S&P 500 ETF | 125,704 | 70,633.1 | +1.06% | 2.230 | +0.02% | 0.010 | +19.71% | +7.98% | 636,576.3 | ||
COST | Costco Wholesale Corp | 73,374 | 69,395.6 | -1.46% | 2.190 | -0.03% | 0.020 | -3.72% | +3.01% | 417,582.5 | Retail - Defensive |
Destination Wealth Management's Historical Top Holdings Breakdowns
Destination Wealth Management's Top Stock Picks
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| 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 | $23.10 | 0.83% | 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 | $24.91 | 7.00% | Reduce -24.26% | 1,134,415 | -363,428 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.22% | 209.68 ($231.67) 247.1 | $214.40 | -7.45% | 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 | $98.57 | 0.83% | 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 | $100.11 | -1.23% | Add 7.52% | 779,335 | 54,522 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Add Add | +0.13% | 64.98 ($87.82) 124.62 | $149.07 | 69.74% | Add 1433.89% | 51,830 | 48,451 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.12% | 106.98 ($126.74) 149.43 | $167.01 | 31.77% | 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 | $577.95 | 6.91% | Add 201.18% | 11,270 | 7,528 | |
NVO | Novo Nordisk AS | 2025-03-31 | Add Add | +0.11% | 69.3 ($82.59) 90.95 | $66.78 | -19.14% | 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 | $285.37 | 19.06% | New holding | 13,253 | 13,253 |
Destination Wealth Management Total Holding History ($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
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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
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Destination Wealth Management's Holdings Bubble Chart
Destination Wealth Management News
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