$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TRrus 1000 grw etf | $714,000 | +11.2% | 2,959 | 0.0% | 0.03% | -6.1% | |
| UBFO | UNITED SEC BANCSHARES CALIF | $666,000 | +15.4% | 94,506 | 0.0% | 0.03% | 0.0% | |
| IGBH | ISHARES U S ETF TRint rt hd long | $556,000 | +7.5% | 22,282 | 0.0% | 0.02% | -7.7% | |
| ABMD | ABIOMED INC | $284,000 | +16.9% | 877 | 0.0% | 0.01% | 0.0% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $255,000 | +18.1% | 2,000 | 0.0% | 0.01% | 0.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $264,000 | +26.3% | 1,497 | 0.0% | 0.01% | 0.0% | |
| TROW | PRICE T ROWE GROUP INC | $242,000 | +18.0% | 1,601 | 0.0% | 0.01% | +10.0% |
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.