Destination Wealth Management

CIK Number: 0001278573

3.17B
Market Value
228
# of Holdings
21 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 AAPL Apple Inc.
201.21
-0.18% 832.12K -1.13% 208.38M 43.8 6.52%
2 AGG iShares Core U....
99.08
+0.28% 1.38M +2.38% 133.25M 105.48 4.17%
3 SDY SPDR S&P Divide...
134.87
+0.67% 695.99K -0.63% 91.94M 102.68 2.88%
4 IJR iShares Core S&...
109.20
+1.52% 774.58K -1.87% 89.25M 59.78 2.79%
5 IVV iShares Core S&...
614.96
+0.82% 124.39K -3.13% 73.22M 220.61 2.29%
6 LQDH iShares Interes...
91.98
-0.01% 789.03K +1.21% 73.17M 93.27 2.29%
7 STIP iShares 0-5 Yea...
102.83
+0.15% 722.54K +1.70% 72.69M 101.28 2.27%
8 TLH iShares 10-20 Y...
101.31
+0.36% 724.81K -2.73% 72.15M 107.11 2.26%
9 IGSB iShares 1-5 Yea...
52.70
+0.18% 1.38M +1.32% 71.47M 52.39 2.24%
10 AMZN Amazon.com, Inc...
217.26
+2.49% 318.18K -2.74% 69.81M 118.33 2.18%
11 COST Costco Wholesal...
983.03
-0.36% 74.46K -3.63% 68.22M 167.09 2.13%
12 IEMG iShares Core MS...
59.96
+0.69% 1.26M +1.32% 65.56M 49.86 2.05%
13 IGM iShares Expande...
111.17
+1.10% 641.6K -4.16% 65.5M 16.27 2.05%
14 VUG Vanguard Growth...
433.78
+0.82% 152.48K -2.74% 62.58M 114.18 1.96%
15 IJH iShares Core S&...
61.88
+1.38% 994.72K -1.19% 61.98M 28.71 1.94%
16 GOOGL Alphabet Inc.
173.50
+1.65% 322.08K -1.79% 60.97M 41.99 1.91%
17 IDU iShares U.S. Ut...
103.96
+0.67% 621.6K -2.35% 59.8M 62.72 1.87%
18 MSFT Microsoft Corpo...
497.50
+1.06% 140.6K -0.69% 59.26M 168.3 1.85%
19 V Visa Inc.
346.26
+0.29% 184.43K -1.36% 58.29M 176.26 1.82%
20 MA Mastercard Inco...
546.24
-0.63% 105.68K -2% 55.65M 85.61 1.74%
21 JPM JPMorgan Chase ...
288.83
+1.68% 229.39K -3.67% 54.99M 110.67 1.72%
22 SCHZ Schwab U.S. Agg...
23.20
+0.28% 2.42M +128.85% 54.91M 23.19 1.72%
23 SPSB SPDR Portfolio ...
30.16
+0.10% 1.61M +0.36% 48.03M 29.58 1.50%
24 CL Colgate-Palmoli...
87.83
+0.04% 498.67K -0.15% 45.33M 71.07 1.42%
25 IUSB iShares Core To...
46.16
+0.27% 891.09K +1.94% 40.28M 48.49 1.26%
26 JNJ Johnson & Johns...
152.17
-0.07% 271.86K +1.24% 39.32M 111.88 1.23%
27 DHR Danaher Corpora...
201.71
+0.35% 163.36K +2.52% 37.5M 100.44 1.17%
28 SCHX Schwab U.S. Lar...
24.23
+0.81% 1.5M +221.22% 34.72M 17.61 1.09%
29 BRK-B Berkshire Hatha...
485.71
-0.1% 76.47K -0.59% 34.66M 309.85 1.08%
30 AXP American Expres...
311.66
+0.99% 113.56K -5.04% 33.7M 123.13 1.05%
31 DIS The Walt Disney...
121.64
+1.86% 298.4K -2.83% 33.23M 96.83 1.04%
32 EFA iShares MSCI EA...
88.55
+1.13% 436.78K +1.26% 33.02M 62.41 1.03%
33 TJX The TJX Compani...
122.30
-0.15% 267.9K -1.92% 32.37M 37.19 1.01%
34 BX Blackstone Inc.
148.20
+3.22% 187.42K -6.31% 32.32M 49.44 1.01%
35 WMT Walmart Inc.
96.16
-1.13% 332.07K -5.17% 30M 34.07 0.94%
36 MINT PIMCO Enhanced ...
100.47
+0.03% 279.6K +1.93% 28.05M 101.26 0.88%
37 WM Waste Managemen...
226.77
-0.79% 136.41K -0.51% 27.53M 98 0.86%
38 ABT Abbott Laborato...
133.70
-2.69% 242.46K +0.68% 27.42M 51.92 0.86%
39 QCOM QUALCOMM Incorp...
158.18
+1.44% 173.37K +0.72% 26.63M 66.9 0.83%
40 PAVE Global X U.S. I...
43.40
+1.46% 640.54K -2.45% 25.88M 28.13 0.81%
41 ADI Analog Devices,...
237.38
+1.15% 121.53K +0.56% 25.82M 225.43 0.81%
42 ISTB iShares Core 1-...
48.62
+0.13% 538.54K +0.77% 25.73M 49.81 0.80%
43 COF Capital One Fin...
210.89
+1.37% 143.4K -4.02% 25.57M 122.77 0.80%
44 SYK Stryker Corpora...
390.56
-0.43% 70.05K -1.53% 25.22M 89.01 0.79%
45 ICE Intercontinenta...
180.94
+0.23% 168.92K -2.26% 25.17M 115.38 0.79%
46 AFL Aflac Incorpora...
104.00
+1.48% 239.32K -2.7% 24.76M 31.6 0.77%
47 FLOT iShares Floatin...
50.99
+0.04% 479.83K +1.07% 24.41M 50.72 0.76%
48 HACK ETFMG Prime Cyb...
85.56
+0.66% 325.96K -1.99% 24.28M 64.23 0.76%
49 MCD McDonald's Corp...
285.78
+0.08% 82.08K -1.62% 23.79M 179.37 0.74%
50 ECL Ecolab Inc.
263.45
-1.13% 101.49K -1.19% 23.78M 151.26 0.74%
51 FTV Fortive Corpora...
71.28
+1.72% 314.1K -3.77% 23.56M 56 0.74%
52 ANSS ANSYS, Inc.
343.51
+0.53% 69.33K +0.05% 23.39M 240.18 0.73%
53 LLY Eli Lilly and C...
795.71
+0.43% 27.58K +0.93% 21.29M 848.82 0.67%
54 MRK Merck & Co., In...
78.92
-0.94% 211.91K +1.20% 21.08M 79.22 0.66%
55 ZTS Zoetis Inc.
155.91
-0.84% 125.09K +1.00% 20.38M 123.12 0.64%
56 ASML ASML Holding N....
798.16
-2.09% 28.44K +3.06% 19.71M 471.42 0.62%
57 VZ Verizon Communi...
42.13
+0.01% 490.3K +0.29% 19.61M 46.57 0.61%
58 TMO Thermo Fisher S...
411.91
+0.31% 35.73K +1.02% 18.59M 554.59 0.58%
59 IMTB iShares Core 5-...
43.58
+0.25% 435.4K +1.54% 18.48M 46.76 0.58%
60 PFE Pfizer Inc.
24.28
+0.08% 683.67K -2.88% 18.14M 33.02 0.57%
61 GBF iShares Governm...
104.22
+0.26% 176.68K +2.49% 18.06M 110.49 0.56%
62 AMT American Tower ...
217.64
-1.17% 96.78K +1.88% 17.75M 216.47 0.56%
63 ROST Ross Stores, In...
126.61
-0.53% 113.78K +0.77% 17.21M 72.68 0.54%
64 ORLY O'Reilly Automo...
88.22
+0.43% 14.46K +10.85% 17.15M 1154.95 0.54%
65 NVO Novo Nordisk A/...
67.75
+0.60% 196.14K +23.44% 16.87M 132.02 0.53%
66 EAGG iShares ESG U.S...
47.48
+0.29% 278.43K +3.40% 12.93M 48.06 0.40%
67 VV Vanguard Large ...
283.29
+0.67% 47.67K -3.3% 12.86M 81.96 0.40%
68 SPY SPDR S&P 500 ET...
611.96
+0.80% 21.31K +4.02% 12.49M 390.25 0.39%
69 USIG iShares Broad U...
51.30
+0.29% 235.95K +1.19% 11.86M 54.67 0.37%
70 DON WisdomTree U.S....
49.96
+1.32% 228.29K -2.9% 11.64M 30.82 0.36%
71 IDV iShares Interna...
34.27
+0.69% 411.71K +1.70% 11.27M 29.81 0.35%
72 DES WisdomTree U.S....
31.83
+1.50% 312.15K -2.25% 10.72M 27.43 0.34%
73 NVDA NVIDIA Corporat...
155.10
+0.51% 73.28K +4.63% 9.84M 51.98 0.31%
74 PG The Procter & G...
158.66
-0.19% 55.86K +1.45% 9.36M 95.3 0.29%
75 RSPT Invesco S&P 500...
40.47
+0.97% 239.35K -9.52% 8.96M 48.1 0.28%
76 TSLA Tesla, Inc.
326.14
-0.43% 21.93K +74.11% 8.86M 283.33 0.28%
77 MGC Vanguard Mega C...
223.37
+0.90% 41.02K -6.15% 8.72M 122.59 0.27%
78 BOND PIMCO Active Bo...
91.99
+0.21% 93.68K +0.87% 8.47M 105.22 0.26%
79 QQQ Invesco QQQ Tru...
546.29
+0.95% 16.3K -3.94% 8.33M 327.33 0.26%
80 SUSB iShares ESG 1-5...
25.14
+0.14% 334.97K +2.86% 8.27M 24.31 0.26%
81 IXP iShares Global ...
110.36
+1.46% 84.26K -2.11% 8.15M 60.01 0.25%
82 LMT Lockheed Martin...
458.13
-0.06% 16.4K -2.51% 7.97M 313.79 0.25%
83 UL Unilever PLC
60.66
-1.02% 134.65K +1.43% 7.63M 48.84 0.24%
84 SCHB Schwab U.S. Bro...
23.61
+0.92% 327.09K +232.37% 7.43M 17.39 0.23%
85 KMB Kimberly-Clark ...
126.85
-1.01% 50.44K +1.24% 6.61M 119.53 0.21%
86 SGOV iShares 0-3 Mon...
100.66
+0.01% 63.63K +3.54% 6.38M 100.28 0.20%
87 KO The Coca-Cola C...
69.48
-0.21% 101.46K +0.86% 6.32M 45.64 0.20%
88 PEP PepsiCo, Inc.
128.20
+0.14% 38.2K -0.92% 5.81M 116.43 0.18%
89 IGIB iShares 5-10 Ye...
53.13
+0.32% 112.1K +4.20% 5.77M 53.88 0.18%
90 GOOG Alphabet Inc.
174.38
+1.69% 29.35K +3.95% 5.59M 94.46 0.17%
91 IWB iShares Russell...
336.34
+0.86% 16.88K +2.22% 5.44M 146.67 0.17%
92 SCHF Schwab Internat...
21.89
+1.08% 290.91K +108.82% 5.38M 17.17 0.17%
93 VTV Vanguard Value ...
176.23
+0.72% 29.5K -1.32% 4.99M 99.98 0.16%
94 EMNT PIMCO Enhanced ...
98.73
+0.03% 50.32K +2.78% 4.95M 99.85 0.15%
95 XLP Consumer Staple...
80.14
-0.12% 62.1K -0.2% 4.88M 54.46 0.15%
96 CVX Chevron Corpora...
144.42
+0.83% 32.27K -1.07% 4.67M 114.64 0.15%
97 VHT Vanguard Health...
247.45
-0.1% 18.05K +2.08% 4.58M 141.71 0.14%
98 AVGO Broadcom Inc.
270.21
+2.10% 19.08K +1.24% 4.42M 164.14 0.14%
99 META Meta Platforms,...
726.45
+2.51% 6.76K +21.48% 3.96M 405.52 0.12%
100 SPAB SPDR Portfolio ...
25.56
+0.31% 150.25K +10.40% 3.75M 25.67 0.12%
101 SUSA iShares MSCI US...
125.36
+0.55% 29.8K -1.48% 3.62M 72.33 0.11%
102 SCHA Schwab U.S. Sma...
25.27
+1.59% 128.5K +91.64% 3.32M 22.47 0.10%
103 SCHE Schwab Emerging...
30.16
+0.72% 116.14K -0.03% 3.09M 24.52 0.10%
104 CTAS Cintas Corporat...
220.48
+0.57% 14.16K +432.52% 2.59M 187.05 0.08%
105 VCR Vanguard Consum...
359.38
+1.00% 6.84K -2.08% 2.57M 205.03 0.08%
106 BKLN Invesco Senior ...
20.88
+0.05% 115.47K +3.26% 2.43M 22.24 0.08%
107 VNQ Vanguard Real E...
88.31
-1.01% 25.91K +4.19% 2.31M 84.29 0.07%
108 SCHM Schwab U.S. Mid...
27.86
+1.18% 80.21K +197.12% 2.22M 23.54 0.07%
109 PFF iShares Preferr...
30.68
+0.67% 67.75K +0.66% 2.13M 34.96 0.07%
110 TFLO iShares Treasur...
50.62
0.00% 41.1K -0.09% 2.07M 50.54 0.06%
111 IYZ iShares U.S. Te...
29.20
+1.06% 75.22K -3.03% 2.02M 29.31 0.06%
112 VOO Vanguard 500 In...
564.28
+0.81% 3.74K +20.79% 2.02M 318.39 0.06%
113 IHI iShares U.S. Me...
61.77
+0.01% 33.65K -0.72% 1.96M 39.09 0.06%
114 HD The Home Depot,...
363.71
+0.51% 4.39K -4.79% 1.71M 278.81 0.05%
115 USSG Xtrackers MSCI ...
56.27
+0.73% 31.09K 0.00% 1.68M 39.69 0.05%
116 AMD Advanced Micro ...
143.75
+0.25% 12.33K +5.54% 1.49M 125.94 0.05%
117 XOM Exxon Mobil Cor...
110.07
+1.57% 13.62K +122.22% 1.47M 103.07 0.05%
118 VRTX Vertex Pharmace...
443.42
-0.54% 3.53K +5.00% 1.42M 262.84 0.04%
119 SCHG Schwab U.S. Lar...
28.88
+0.87% 50.95K +284.96% 1.42M 17.23 0.04%
120 BLK BlackRock, Inc.
1031.27
+1.30% 1.25K +100.00% 1.28M 1025.11 0.04%
121 IWF iShares Russell...
419.42
+0.96% 3.09K +1.31% 1.24M 199.21 0.04%
122 SHV iShares Short T...
110.38
+0.01% 11K +3.08% 1.21M 110.28 0.04%
123 NFLX Netflix, Inc.
1306.80
+2.47% 1.29K +19.02% 1.15M 424.82 0.04%
124 ORCL Oracle Corporat...
213.02
+1.09% 6.54K +4.73% 1.09M 100.24 0.03%
125 AMAT Applied Materia...
183.53
+0.25% 6.53K +6.41% 1.06M 102.01 0.03%
126 SCHW The Charles Sch...
89.52
-0.32% 14.31K -15% 1.06M 54.82 0.03%
127 CMF iShares Califor...
55.64
-0.01% 17.5K +22.30% 1M 57.13 0.03%
128 STPZ PIMCO 1-5 Year ...
53.77
+0.18% 18.8K +9.49% 983.25K 52.16 0.03%
129 DSI iShares MSCI KL...
115.03
+0.73% 8.83K -3.94% 973.18K 54.4 0.03%
130 UBFO United Security...
8.41
+1.57% 94.51K 0.00% 954.51K 10.73 0.03%
131 IEFA iShares Core MS...
82.55
+1.22% 11.73K +2.46% 824.2K 66.9 0.03%
132 IBM International B...
292.32
+0.43% 3.72K +61.81% 817.73K 181.97 0.03%
133 PWZ Invesco Califor...
23.26
-0.21% 32.36K +23.90% 799.27K 24.71 0.03%
134 VTI Vanguard Total ...
302.04
+0.90% 2.65K -18.35% 767.45K 203.15 0.02%
135 IGBH iShares Interes...
23.93
+0.17% 30.46K +0.55% 740.79K 24.85 0.02%
136 BA The Boeing Comp...
202.60
+1.86% 3.86K +0.26% 682.45K 250.62 0.02%
137 BAC Bank of America...
47.51
+1.40% 15.37K +34.27% 675.33K 39.83 0.02%
138 SUB iShares Short-T...
106.25
+0.02% 6.36K +0.84% 670.96K 105.8 0.02%
139 NUSC Nuveen ESG Smal...
40.69
+1.57% 15.73K 0.00% 659.01K 39.1 0.02%
140 VYM Vanguard High D...
132.15
+0.88% 5.02K +47.69% 640.95K 115.69 0.02%
141 DIA SPDR Dow Jones ...
434.02
+0.97% 1.5K +0.07% 637.41K 338.3 0.02%
142 WFC Wells Fargo & C...
79.98
+1.15% 8.93K +85.56% 627.32K 65.04 0.02%
143 SO The Southern Co...
90.25
-0.16% 7.42K +40.03% 611.06K 87.93 0.02%
144 MUC BlackRock MuniH...
10.35
+0.63% 57.05K +32.51% 606.42K 10.91 0.02%
145 ESGV Vanguard ESG U....
108.50
+0.89% 5.71K -7.59% 598.71K 85.06 0.02%
146 XT iShares Exponen...
65.05
+0.86% 10.01K -0.91% 597.18K 63.22 0.02%
147 DRIV Global X Autono...
23.53
+1.72% 26K -2.86% 597.08K 28.51 0.02%
148 VSGX Vanguard ESG In...
65.08
+0.81% 10.32K -2.21% 585.26K 55.28 0.02%
149 EW Edwards Lifesci...
77.19
+0.28% 7.89K +12.56% 584.32K 65.39 0.02%
150 HON Honeywell Inter...
226.44
+2.10% 2.55K +106.81% 576.47K 217.53 0.02%