$1.16 Billion is the total value of Destination Wealth Management's 129 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-04-20
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.