$953 Million is the total value of Destination Wealth Management's 108 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BTX | Biotime Inc | $2,141,000 | -5.2% | 594,645 | 0.0% | 0.22% | -13.8% | |
LBAS | Location Based Tech | $12,000 | -7.7% | 114,100 | 0.0% | 0.00% | -50.0% | |
Ttc Technology | $0 | -100.0% | 10,000 | 0.0% | 0.00% | – | ||
Baraka Petroleum | $0 | -100.0% | 25,000 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-30
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 46 | Q2 2024 | 16.1% |
ISHARES TR | 46 | Q2 2024 | 11.4% |
SPDR S&P Dividends Etf | 46 | Q2 2024 | 4.4% |
ISHARES TR | 46 | Q2 2024 | 5.9% |
ISHARES TR | 46 | Q2 2024 | 4.7% |
ISHARES TR | 46 | Q2 2024 | 3.2% |
ISHARES TR | 46 | Q2 2024 | 3.5% |
ISHARES TR | 46 | Q2 2024 | 2.5% |
DANAHER CORP DEL | 46 | Q2 2024 | 2.2% |
MASTERCARD INCORPORATED | 46 | Q2 2024 | 2.3% |
View Destination Wealth Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-27 |
13F-HR | 2024-07-25 |
13F-HR | 2024-05-14 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-07-29 |
View Destination Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.