$2.3 Billion is the total value of Destination Wealth Management's 161 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 14.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Buy | ISHARES TRcore us aggbd et | $187,844,000 | +5.2% | 1,589,336 | +5.1% | 8.18% | -9.5% |
| AAPL | Buy | APPLE INC | $111,174,000 | +15.1% | 837,848 | +0.4% | 4.84% | -1.1% |
| SDY | Sell | SPDR SER TRs&p divid etf | $88,921,000 | +13.7% | 839,433 | -0.8% | 3.87% | -2.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $79,499,000 | +25.9% | 865,063 | -3.8% | 3.46% | +8.3% |
| IGM | Sell | ISHARES TRexpnd tec sc etf | $62,566,000 | +10.1% | 178,846 | -2.7% | 2.72% | -5.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $61,770,000 | +13.5% | 164,548 | +1.6% | 2.69% | -2.4% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $58,980,000 | +3.0% | 564,776 | +2.7% | 2.57% | -11.4% |
| IGSB | Buy | ISHARES TR | $58,678,000 | +3.7% | 1,063,582 | +3.2% | 2.55% | -10.9% |
| IEMG | Sell | ISHARES INCcore msci emkt | $55,906,000 | +16.7% | 901,132 | -0.7% | 2.43% | +0.3% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $53,852,000 | +8.4% | 212,570 | -2.6% | 2.34% | -6.8% |
| DIS | Sell | DISNEY WALT CO | $49,738,000 | +42.1% | 274,524 | -2.7% | 2.16% | +22.2% |
| IDU | Buy | ISHARES TRu.s. utilits etf | $48,876,000 | +8.4% | 629,843 | +103.9% | 2.13% | -6.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $48,455,000 | +22.8% | 210,829 | -1.0% | 2.11% | +5.6% |
| COST | Sell | COSTCO WHSL CORP NEW | $41,943,000 | +4.9% | 111,321 | -1.1% | 1.82% | -9.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $40,365,000 | +5.3% | 113,086 | -0.2% | 1.76% | -9.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $38,507,000 | +18.5% | 21,971 | -0.9% | 1.68% | +1.9% |
| CL | Buy | COLGATE PALMOLIVE CO | $37,981,000 | +11.4% | 444,169 | +0.5% | 1.65% | -4.2% |
| V | Buy | VISA INC | $37,560,000 | +12.9% | 171,718 | +3.2% | 1.64% | -3.0% |
| MSFT | Buy | MICROSOFT CORP | $36,778,000 | +9.1% | 165,353 | +3.2% | 1.60% | -6.2% |
| IUSB | Buy | ISHARES TRcore total usd | $36,724,000 | +3.0% | 672,853 | +2.6% | 1.60% | -11.5% |
| DHR | Sell | DANAHER CORPORATION | $36,668,000 | +0.1% | 165,069 | -3.0% | 1.60% | -14.0% |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $35,907,000 | – | 706,963 | +100.0% | 1.56% | – |
| JNJ | Buy | JOHNSON & JOHNSON | $35,747,000 | +6.6% | 227,141 | +0.8% | 1.56% | -8.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $35,188,000 | +12.9% | 151,758 | +3.6% | 1.53% | -3.0% |
| AMZN | Buy | AMAZON COM INC | $31,179,000 | +5.7% | 9,573 | +2.2% | 1.36% | -9.1% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $28,943,000 | +2.5% | 570,644 | +2.5% | 1.26% | -11.8% |
| QCOM | Sell | QUALCOMM INC | $28,490,000 | +20.1% | 187,015 | -7.2% | 1.24% | +3.2% |
| EFA | Sell | ISHARES TRmsci eafe etf | $28,114,000 | +14.3% | 385,329 | -0.3% | 1.22% | -1.8% |
| BAX | Buy | BAXTER INTL INC | $27,480,000 | +0.5% | 342,477 | +0.7% | 1.20% | -13.6% |
| FTV | Buy | FORTIVE CORP | $27,168,000 | -4.1% | 383,625 | +3.2% | 1.18% | -17.6% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $26,692,000 | +7659.3% | 261,581 | +7657.4% | 1.16% | +6735.3% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $26,334,000 | +65.9% | 470,004 | +66.0% | 1.15% | +42.5% |
| ABT | Buy | ABBOTT LABS | $24,621,000 | +0.9% | 224,870 | +0.3% | 1.07% | -13.3% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $23,335,000 | +3.1% | 451,884 | +3.0% | 1.02% | -11.4% |
| TJX | Sell | TJX COS INC NEW | $22,699,000 | +22.1% | 332,387 | -0.5% | 0.99% | +5.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $21,707,000 | +34.3% | 170,831 | +1.7% | 0.94% | +15.4% |
| BX | Sell | BLACKSTONE GROUP INC | $20,809,000 | +24.0% | 321,072 | -0.2% | 0.91% | +6.6% |
| CLX | Buy | CLOROX CO DEL | $20,060,000 | -2.0% | 99,346 | +2.0% | 0.87% | -15.7% |
| PFE | Buy | PFIZER INC | $19,684,000 | +1.5% | 534,752 | +1.2% | 0.86% | -12.7% |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $19,668,000 | +23.4% | 341,690 | -0.3% | 0.86% | +6.1% |
| ZTS | Buy | ZOETIS INCcl a | $19,518,000 | +0.8% | 117,932 | +0.7% | 0.85% | -13.4% |
| SYK | Buy | STRYKER CORPORATION | $18,718,000 | +17.6% | 76,388 | +0.0% | 0.82% | +1.1% |
| MCD | Buy | MCDONALDS CORP | $18,519,000 | +0.1% | 86,303 | +2.4% | 0.81% | -14.0% |
| WM | Buy | WASTE MGMT INC DEL | $18,467,000 | +6.0% | 156,592 | +1.8% | 0.80% | -8.8% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $18,480,000 | +197.6% | 203,184 | +163.8% | 0.80% | +156.1% |
| ECL | Buy | ECOLAB INC | $18,011,000 | +9.8% | 83,244 | +1.4% | 0.78% | -5.5% |
| WMT | Buy | WALMART INC | $17,736,000 | +3.5% | 123,040 | +0.4% | 0.77% | -11.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $17,702,000 | +2.2% | 301,302 | +3.5% | 0.77% | -12.2% |
| IMTB | Buy | ISHARES TRcr 5 10 yr etf | $17,292,000 | +2.4% | 330,152 | +2.4% | 0.75% | -11.9% |
| GBF | Buy | ISHARES TRgov/cred bd etf | $17,146,000 | +3.1% | 136,176 | +2.5% | 0.75% | -11.4% |
| AXP | New | AMERICAN EXPRESS CO | $16,930,000 | – | 140,020 | +100.0% | 0.74% | – |
| MRK | Buy | MERCK & CO. INC | $15,894,000 | +7.6% | 194,308 | +9.1% | 0.69% | -7.5% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $14,242,000 | +8.4% | 81,039 | -3.5% | 0.62% | -6.8% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $14,039,000 | -11.2% | 62,544 | -4.3% | 0.61% | -23.6% |
| AFL | Buy | AFLAC INC | $13,818,000 | +22.9% | 310,729 | +0.5% | 0.60% | +5.6% |
| CVX | Sell | CHEVRON CORP NEW | $13,717,000 | +7.1% | 162,424 | -8.7% | 0.60% | -7.9% |
| C | Sell | CITIGROUP INC | $13,365,000 | +38.8% | 216,749 | -2.9% | 0.58% | +19.5% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $12,365,000 | +19.2% | 48,769 | -1.0% | 0.54% | +2.5% |
| ROST | Buy | ROSS STORES INC | $12,182,000 | +32.8% | 99,197 | +0.9% | 0.53% | +14.2% |
| USIG | Buy | ISHARES TRusd inv grde etf | $11,041,000 | +4.1% | 178,166 | +2.1% | 0.48% | -10.6% |
| DON | Sell | WISDOMTREE TRus midcap divid | $9,245,000 | +5.7% | 265,596 | -12.2% | 0.40% | -9.3% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $8,625,000 | +456.5% | 239,505 | +385.3% | 0.38% | +380.8% |
| IDV | Sell | ISHARES TRintl sel div etf | $8,456,000 | -20.4% | 286,927 | -32.7% | 0.37% | -31.6% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $8,157,000 | -4.6% | 306,659 | -24.4% | 0.36% | -18.0% |
| IXP | Sell | ISHARES TR | $8,030,000 | +9.4% | 108,180 | -2.7% | 0.35% | -5.9% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $8,013,000 | +9.9% | 70,847 | +9.3% | 0.35% | -5.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $7,201,000 | +275.6% | 19,260 | +236.5% | 0.31% | +222.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $7,026,000 | -0.9% | 50,493 | -1.0% | 0.31% | -14.8% |
| UL | Buy | UNILEVER PLCspon adr new | $6,193,000 | +0.1% | 102,598 | +2.3% | 0.27% | -13.7% |
| IGIB | Sell | ISHARES TR | $5,912,000 | +0.7% | 95,672 | -0.9% | 0.26% | -13.5% |
| PEP | Sell | PEPSICO INC | $5,862,000 | +5.1% | 39,530 | -1.8% | 0.26% | -9.6% |
| LMT | Buy | LOCKHEED MARTIN CORP | $5,809,000 | -7.3% | 16,365 | +0.1% | 0.25% | -20.2% |
| KO | Buy | COCA COLA CO | $5,772,000 | +12.5% | 105,254 | +1.3% | 0.25% | -3.5% |
| KMB | Buy | KIMBERLY-CLARK CORP | $5,616,000 | -6.2% | 41,651 | +2.7% | 0.24% | -19.5% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $5,459,000 | +8.3% | 24,401 | -1.3% | 0.24% | -6.7% |
| IWB | Buy | ISHARES TRrus 1000 etf | $5,392,000 | +13.9% | 25,451 | +0.6% | 0.24% | -2.1% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $5,085,000 | +4.9% | 75,391 | -0.3% | 0.22% | -9.8% |
| VNT | New | VONTIER CORPORATION | $4,923,000 | – | 147,397 | +100.0% | 0.21% | – |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $3,764,000 | +21.2% | 11,998 | +7.3% | 0.16% | +4.5% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $3,683,000 | +642.5% | 41,380 | +470.5% | 0.16% | +540.0% |
| MGC | Sell | VANGUARD WORLD FDmega cap index | $3,570,000 | +9.0% | 26,754 | -2.1% | 0.16% | -6.6% |
| INTC | Buy | INTEL CORP | $3,379,000 | +1.4% | 67,818 | +5.4% | 0.15% | -13.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $3,274,000 | +15.7% | 27,519 | +1.7% | 0.14% | -0.7% |
| NVDA | Buy | NVIDIA CORPORATION | $2,535,000 | -3.1% | 4,855 | +0.5% | 0.11% | -16.7% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $2,474,000 | +7.1% | 8,989 | -8.8% | 0.11% | -7.7% |
| PFF | Buy | ISHARES TRpfd and incm sec | $2,426,000 | +6.1% | 62,993 | +0.4% | 0.11% | -8.6% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $2,397,000 | +5.6% | 7,323 | -3.3% | 0.10% | -9.6% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $2,295,000 | +1.8% | 25,222 | -10.9% | 0.10% | -12.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,253,000 | +23.5% | 1,286 | +3.5% | 0.10% | +6.5% |
| EMNT | New | PIMCO ETF TRenhancd short | $2,231,000 | – | 22,145 | +100.0% | 0.10% | – |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $2,195,000 | +3.8% | 25,842 | -3.5% | 0.10% | -10.3% |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $2,150,000 | -7.1% | 96,485 | -9.4% | 0.09% | -19.7% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $2,129,000 | +5.3% | 25,857 | +88.1% | 0.09% | -8.8% |
| IYZ | Sell | ISHARES TR | $1,801,000 | +6.1% | 59,609 | -4.5% | 0.08% | -9.3% |
| VOO | Sell | VANGUARD INDEX FDS | $1,686,000 | +2.1% | 4,906 | -8.6% | 0.07% | -13.1% |
| SCHW | Buy | SCHWAB CHARLES CORP | $1,603,000 | +53.4% | 30,224 | +4.8% | 0.07% | +32.1% |
| HD | Buy | HOME DEPOT INC | $1,478,000 | +12.1% | 5,563 | +17.3% | 0.06% | -4.5% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $1,480,000 | +385.2% | 21,700 | +294.2% | 0.06% | +326.7% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $1,461,000 | +22.6% | 62,038 | -50.6% | 0.06% | +6.7% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,230,000 | +53.8% | 40,120 | +34.2% | 0.05% | +31.7% |
| BA | Sell | BOEING CO | $1,251,000 | +16.2% | 5,846 | -10.3% | 0.05% | -1.8% |
| VTRS | New | VIATRIS INC | $1,188,000 | – | 63,409 | +100.0% | 0.05% | – |
| FB | Buy | FACEBOOK INCcl a | $1,139,000 | +24.1% | 4,170 | +18.9% | 0.05% | +8.7% |
| CSCO | Buy | CISCO SYS INC | $943,000 | +31.2% | 21,062 | +15.4% | 0.04% | +13.9% |
| SHV | Sell | ISHARES TRshort treas bd | $946,000 | -4.1% | 8,556 | -3.9% | 0.04% | -18.0% |
| STPZ | Sell | PIMCO ETF TR1-5 us tip idx | $924,000 | -7.8% | 17,049 | -8.3% | 0.04% | -21.6% |
| XLNX | Sell | XILINX INC | $876,000 | +31.7% | 6,179 | -3.1% | 0.04% | +11.8% |
| BLK | Buy | BLACKROCK INC | $880,000 | +32.3% | 1,219 | +3.3% | 0.04% | +11.8% |
| CMF | Buy | ISHARES TRcalif mun bd etf | $755,000 | +108.0% | 12,022 | +106.8% | 0.03% | +83.3% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $738,000 | -12.5% | 3,121 | +0.7% | 0.03% | -25.6% |
| NTES | Buy | NETEASE INCsponsored ads | $710,000 | +5.3% | 7,415 | +400.0% | 0.03% | -8.8% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $707,000 | +8.3% | 7,755 | -5.2% | 0.03% | -6.1% |
| IWF | ISHARES TRrus 1000 grw etf | $714,000 | +11.2% | 2,959 | 0.0% | 0.03% | -6.1% | |
| DSI | Buy | ISHARES TRmsci kld400 soc | $686,000 | +7.9% | 9,590 | +92.8% | 0.03% | -6.2% |
| UBFO | UNITED SEC BANCSHARES CALIF | $666,000 | +15.4% | 94,506 | 0.0% | 0.03% | 0.0% | |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $673,000 | – | 11,492 | +100.0% | 0.03% | – |
| HON | Buy | HONEYWELL INTL INC | $622,000 | +31.5% | 2,926 | +1.8% | 0.03% | +12.5% |
| BBJP | New | J P MORGAN EXCHANGE-TRADED Fbetbuld japan | $588,000 | – | 21,008 | +100.0% | 0.03% | – |
| TSLA | Buy | TESLA INC | $581,000 | +84.4% | 824 | +12.1% | 0.02% | +56.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $547,000 | -40.3% | 4,342 | -42.4% | 0.02% | -47.8% |
| IGBH | ISHARES U S ETF TRint rt hd long | $556,000 | +7.5% | 22,282 | 0.0% | 0.02% | -7.7% | |
| SUB | Sell | ISHARES TRshrt nat mun etf | $534,000 | -10.3% | 4,938 | -10.3% | 0.02% | -23.3% |
| PWZ | Buy | INVESCO EXCH TRADED FD TR IIcalif amt mun | $527,000 | +8.2% | 18,831 | +6.7% | 0.02% | -8.0% |
| NFLX | Buy | NETFLIX INC | $534,000 | +88.0% | 987 | +73.8% | 0.02% | +64.3% |
| NAC | New | NUVEEN CA QUALTY MUN INCOME | $457,000 | – | 30,164 | +100.0% | 0.02% | – |
| T | Sell | AT&T INC | $451,000 | -3.6% | 15,671 | -4.4% | 0.02% | -16.7% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $465,000 | +2.9% | 929 | +0.9% | 0.02% | -13.0% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $447,000 | +8.8% | 3,485 | -2.3% | 0.02% | -9.5% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $421,000 | +79.1% | 2,980 | +63.5% | 0.02% | +50.0% |
| BAC | Buy | BK OF AMERICA CORP | $404,000 | +31.2% | 13,338 | +4.4% | 0.02% | +12.5% |
| YUM | New | YUM BRANDS INC | $405,000 | – | 3,727 | +100.0% | 0.02% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $397,000 | – | 6,192 | +100.0% | 0.02% | – |
| DGRO | Sell | ISHARES TRcore div grwth | $401,000 | +11.4% | 8,952 | -1.0% | 0.02% | -5.6% |
| SBUX | Sell | STARBUCKS CORP | $366,000 | +11.2% | 3,424 | -10.6% | 0.02% | -5.9% |
| TXN | Buy | TEXAS INSTRS INC | $367,000 | +50.4% | 2,233 | +30.5% | 0.02% | +33.3% |
| CAT | Buy | CATERPILLAR INC | $337,000 | +44.6% | 1,852 | +18.4% | 0.02% | +25.0% |
| AMGN | Sell | AMGEN INC | $356,000 | -16.6% | 1,548 | -7.9% | 0.02% | -31.8% |
| XOM | Sell | EXXON MOBIL CORP | $326,000 | +6.5% | 7,902 | -11.5% | 0.01% | -6.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $323,000 | +4.2% | 3,531 | +1.0% | 0.01% | -12.5% |
| TLT | New | ISHARES TR20 yr tr bd etf | $319,000 | – | 2,021 | +100.0% | 0.01% | – |
| HDV | Buy | ISHARES TRcore high dv etf | $299,000 | +17.7% | 3,405 | +7.7% | 0.01% | 0.0% |
| MS | New | MORGAN STANLEY | $290,000 | – | 4,229 | +100.0% | 0.01% | – |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $310,000 | +10.7% | 1,464 | -5.7% | 0.01% | -7.1% |
| IEF | New | ISHARES TRbarclays 7 10 yr | $297,000 | – | 2,472 | +100.0% | 0.01% | – |
| MMM | Sell | 3M CO | $277,000 | +3.7% | 1,587 | -4.8% | 0.01% | -14.3% |
| ABMD | ABIOMED INC | $284,000 | +16.9% | 877 | 0.0% | 0.01% | 0.0% | |
| MMC | Buy | MARSH & MCLENNAN COS INC | $287,000 | +13.9% | 2,449 | +11.4% | 0.01% | -7.7% |
| IDEV | New | ISHARES TRcore msci intl | $269,000 | – | 4,366 | +100.0% | 0.01% | – |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $255,000 | +18.1% | 2,000 | 0.0% | 0.01% | 0.0% | |
| IWD | Buy | ISHARES TRrus 1000 val etf | $260,000 | +25.6% | 1,904 | +8.6% | 0.01% | +10.0% |
| ADP | AUTOMATIC DATA PROCESSING IN | $264,000 | +26.3% | 1,497 | 0.0% | 0.01% | 0.0% | |
| IAU | New | ISHARES GOLD TRUSTishares | $255,000 | – | 14,041 | +100.0% | 0.01% | – |
| TROW | PRICE T ROWE GROUP INC | $242,000 | +18.0% | 1,601 | 0.0% | 0.01% | +10.0% | |
| ORCL | New | ORACLE CORP | $219,000 | – | 3,381 | +100.0% | 0.01% | – |
| AMAT | Sell | APPLIED MATLS INC | $222,000 | +11.0% | 2,574 | -23.6% | 0.01% | 0.0% |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $223,000 | – | 6,740 | +100.0% | 0.01% | – |
| ABBV | New | ABBVIE INC | $207,000 | – | 1,928 | +100.0% | 0.01% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $211,000 | -16.3% | 907 | +5.7% | 0.01% | -30.8% |
| YUMC | New | YUM CHINA HLDGS INC | $213,000 | – | 3,731 | +100.0% | 0.01% | – |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $217,000 | +8.0% | 2,516 | +8.1% | 0.01% | -10.0% |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $205,000 | – | 4,088 | +100.0% | 0.01% | – |
| CHGG | Exit | CHEGG INC | $0 | – | -19,128 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 43 | Q3 2023 | 16.1% |
| ISHARES TR | 43 | Q3 2023 | 11.4% |
| SPDR S&P Dividends Etf | 43 | Q3 2023 | 4.4% |
| ISHARES TR | 43 | Q3 2023 | 5.9% |
| ISHARES TR | 43 | Q3 2023 | 4.7% |
| ISHARES TR | 43 | Q3 2023 | 3.2% |
| ISHARES TR | 43 | Q3 2023 | 3.5% |
| ISHARES TR | 43 | Q3 2023 | 2.5% |
| DANAHER CORP DEL | 43 | Q3 2023 | 2.2% |
| MASTERCARD INCORPORATED | 43 | Q3 2023 | 2.3% |
View Destination Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-04 |
| 13F-HR | 2021-10-25 |
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.