Destination Wealth Management Portfolio Holdings
Q3 2025•264 long positions•$3.6B portfolio value
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Holding278 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $222.4M 6.13% | +$7.3M Bought | 0.006% 873.4K shares | 844.7K → 873.4K +$7.3M | +3.39% | $3.78T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $154.3M 4.25% | +$7.9M Bought | — 1.5M shares | 1.5M → 1.5M +$7.9M | +5.42% | — — | Q1 2013 Held for 12y 8m | |
ETF ETF | $99.4M 2.74% | +$778.6K Bought | — 836.7K shares | 830.2K → 836.7K +$778.6K | +0.79% | — — | Q1 2013 Held for 12y 8m | |
ETF ETF | $97.8M 2.69% | -$88.2K Sold | — 698.2K shares | 698.8K → 698.2K −$88.2K | -0.09% | — — | Q1 2013 Held for 12y 8m | |
Software - Infrastructure Technology | $91.4M 2.52% | +$371.4K Bought | 0.002% 176.5K shares | 175.8K → 176.5K +$371.4K | +0.41% | $3.85T Mega Cap | Q2 2015 Held for 10y 5m | |
ETF ETF | $85.0M 2.34% | +$852.4K Bought | — 1.3M shares | 1.3M → 1.3M +$852.4K | +1.01% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $83.4M 2.3% | +$2.0M Bought | — 810.2K shares | 791.2K → 810.2K +$2.0M | +2.4% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $80.2M 2.21% | +$3.2M Bought | — 857.5K shares | 823.5K → 857.5K +$3.2M | +4.14% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $79.5M 2.19% | -$1.4M Sold | — 631.0K shares | 642.0K → 631.0K −$1.4M | -1.72% | — — | Q1 2013 Held for 12y 8m | |
ETF ETF | $79.3M 2.19% | +$338.7K Bought | — 118.5K shares | 118.0K → 118.5K +$338.7K | +0.43% | — — | Q1 2013 Held for 12y 8m | |
ETF ETF | $78.8M 2.17% | +$1.9M Bought | — 762.5K shares | 743.8K → 762.5K +$1.9M | +2.52% | — — | Q1 2017 Held for 8y 8m | |
Internet Content & Information Communication Services | $77.8M 2.14% | -$1.2M Sold | 0.003% 320.0K shares | 325.1K → 320.0K −$1.2M | -1.56% | $2.95T Mega Cap | Q1 2013 Held for 12y 8m | |
ETF ETF | $77.0M 2.12% | +$1.9M Bought | — 1.5M shares | 1.4M → 1.5M +$1.9M | +2.54% | — — | Q1 2013 Held for 12y 8m | |
ETF ETF | $75.6M 2.08% | +$6.9M Bought | — 2.8M shares | 2.6M → 2.8M +$6.9M | +10.0% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $70.1M 1.93% | -$1.2M Sold | — 146.2K shares | 148.7K → 146.2K −$1.2M | -1.69% | — — | Q4 2013 Held for 11y 11m | |
Specialty Retail Consumer Cyclical | $68.4M 1.88% | -$788.5K Sold | 0.003% 311.4K shares | 315.0K → 311.4K −$788.5K | -1.14% | $2.34T Mega Cap | Q2 2016 Held for 9y 5m | |
Banks - Diversified Financial Services | $68.0M 1.87% | +$215.4K Bought | 0.008% 215.5K shares | 214.8K → 215.5K +$215.4K | +0.32% | $867.35B Mega Cap | Q2 2015 Held for 10y 5m | |
ETF ETF | $67.7M 1.87% | -$374.3K Sold | — 610.7K shares | 614.1K → 610.7K −$374.3K | -0.55% | — — | Q1 2013 Held for 12y 8m | |
ETF ETF | $67.6M 1.86% | +$541.5K Bought | — 1.0M shares | 1.0M → 1.0M +$541.5K | +0.81% | — — | Q1 2013 Held for 12y 8m | |
Discount Stores Consumer Defensive | $66.3M 1.83% | +$98.1K Bought | 0.016% 71.6K shares | 71.5K → 71.6K +$98.1K | +0.15% | $410.27B Mega Cap | Q1 2013 Held for 12y 8m | |
Financial - Credit Services Financial Services | $60.1M 1.66% | +$149.5K Bought | 0.009% 176.1K shares | 175.6K → 176.1K +$149.5K | +0.25% | $662.60B Mega Cap | Q3 2016 Held for 9y 2m | |
Financial - Credit Services Financial Services | $58.1M 1.6% | +$228.1K Bought | 0.011% 102.1K shares | 101.7K → 102.1K +$228.1K | +0.39% | $514.21B Mega Cap | Q1 2013 Held for 12y 8m | |
ETF ETF | $56.5M 1.56% | +$916.5K Bought | — 2.1M shares | 2.1M → 2.1M +$916.5K | +1.65% | — — | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $53.7M 1.48% | +$739.5K Bought | 0.012% 289.7K shares | 285.7K → 289.7K +$739.5K | +1.4% | $446.55B Mega Cap | Q1 2013 Held for 12y 8m | |
Insurance - Diversified Financial Services | $52.2M 1.44% | +$14.6M Bought | 0.005% 103.8K shares | 74.7K → 103.8K +$14.6M | +39.0% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $44.6M 1.23% | +$1.1M Bought | — 954.4K shares | 930.5K → 954.4K +$1.1M | +2.57% | — — | Q2 2017 Held for 8y 5m | |
Drug Manufacturers - General Healthcare | $43.8M 1.21% | +$5.4M Bought | 0.006% 57.4K shares | 50.4K → 57.4K +$5.4M | +14.02% | $684.00B Mega Cap | Q1 2021 Held for 4y 8m | |
Household & Personal Products Consumer Defensive | $42.2M 1.16% | +$1.3M Bought | 0.065% 528.1K shares | 511.9K → 528.1K +$1.3M | +3.17% | $64.6B Large Cap | Q2 2015 Held for 10y 5m | |
ETF ETF | $38.8M 1.07% | -$255.2K Sold | — 416.0K shares | 418.8K → 416.0K −$255.2K | -0.65% | — — | Q1 2013 Held for 12y 8m | |
Medical - Diagnostics & Research Healthcare | $37.8M 1.04% | +$1.5M Bought | 0.027% 190.4K shares | 182.8K → 190.4K +$1.5M | +4.18% | $141.96B Large Cap | Q2 2015 Held for 10y 5m | |
Apparel - Retail Consumer Cyclical | $36.9M 1.02% | -$400.7K Sold | 0.023% 255.0K shares | 257.7K → 255.0K −$400.7K | -1.08% | $160.86B Large Cap | Q2 2015 Held for 10y 5m | |
Financial - Credit Services Financial Services | $35.4M 0.976% | -$303.3K Sold | 0.015% 106.7K shares | 107.6K → 106.7K −$303.3K | -0.85% | $231.14B Mega Cap | Q4 2020 Held for 4y 11m | |
Entertainment Communication Services | $32.7M 0.902% | -$411.3K Sold | 0.016% 286.0K shares | 289.6K → 286.0K −$411.3K | -1.24% | $205.86B Mega Cap | Q1 2013 Held for 12y 8m | |
Medical - Devices Healthcare | $32.5M 0.895% | +$216.8K Bought | 0.014% 242.5K shares | 240.9K → 242.5K +$216.8K | +0.67% | $233.12B Mega Cap | Q1 2013 Held for 12y 8m | |
ETF ETF | $32.4M 0.891% | -$2.0M Sold | — 1.4M shares | 1.5M → 1.4M −$2.0M | -5.96% | — — | Q4 2015 Held for 9y 11m | |
Asset Management Financial Services | $31.6M 0.871% | -$364.8K Sold | 0.024% 185.0K shares | 187.1K → 185.0K −$364.8K | -1.14% | $133.37B Large Cap | Q3 2019 Held for 6y 2m | |
ETF ETF | $30.8M 0.849% | +$1.5M Bought | — 306.1K shares | 290.7K → 306.1K +$1.5M | +5.29% | — — | Q3 2017 Held for 8y 2m | |
Discount Stores Consumer Defensive | $30.8M 0.848% | -$723.9K Sold | 0.004% 298.8K shares | 305.8K → 298.8K −$723.9K | -2.3% | $821.68B Mega Cap | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $30.6M 0.844% | +$1.0M Bought | 0.017% 184.1K shares | 178.0K → 184.1K +$1.0M | +3.43% | $179.50B Large Cap | Q1 2013 Held for 12y 8m | |
ETF ETF | $30.4M 0.838% | -$167.0K Sold | — 638.7K shares | 642.2K → 638.7K −$167.0K | -0.55% | — — | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $30.3M 0.834% | -$65.8K Sold | 0.025% 123.2K shares | 123.5K → 123.2K −$65.8K | -0.22% | $120.87B Large Cap | Q2 2024 Held for 1y 5m | |
Waste Management Industrials | $29.7M 0.817% | +$227.9K Bought | 0.033% 134.3K shares | 133.3K → 134.3K +$227.9K | +0.77% | $89.0B Large Cap | Q1 2018 Held for 7y 8m | |
Unknown Unknown | $28.9M 0.797% | +$489.8K Bought | — 29.9K shares | 29.4K → 29.9K +$489.8K | +1.72% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $28.3M 0.781% | +$700.2K Bought | — 580.2K shares | 565.9K → 580.2K +$700.2K | +2.53% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $28.2M 0.776% | +$1.9M Bought | — 551.7K shares | 514.4K → 551.7K +$1.9M | +7.26% | — — | Q3 2013 Held for 12y 2m | |
Financial - Data & Stock Exchanges Financial Services | $27.8M 0.766% | -$33.7K Sold | 0.029% 165.1K shares | 165.3K → 165.1K −$33.7K | -0.12% | $96.4B Large Cap | Q2 2021 Held for 4y 5m | |
Chemicals - Specialty Basic Materials | $27.5M 0.757% | -$229.5K Sold | 0.035% 100.4K shares | 101.2K → 100.4K −$229.5K | -0.83% | $77.7B Large Cap | Q1 2018 Held for 7y 8m | |
Financial - Credit Services Financial Services | $27.0M 0.743% | -$1.1M Sold | 0.02% 126.9K shares | 132.2K → 126.9K −$1.1M | -3.97% | $135.95B Large Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $26.6M 0.732% | -$282.0K Sold | — 306.2K shares | 309.5K → 306.2K −$282.0K | -1.05% | — — | Q1 2018 Held for 7y 8m | |
Insurance - Life Financial Services | $26.2M 0.721% | +$233.7K Bought | 0.044% 234.3K shares | 232.2K → 234.3K +$233.7K | +0.9% | $59.7B Large Cap | Q1 2013 Held for 12y 8m |
