Destination Wealth Management
CIK Number: 0001278573
Main Sectors:
Top Industries:
Filing Date: May 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 226.79 | -3.23% | 803.98K | -3.38% | 178.59M | 43.8 | 5.63% | Share |
| 2 | AGG | iShares Core U.... | 100.44 | +0.20% | 1.45M | +5.16% | 143.04M | 105.16 | 4.51% | Share |
| 3 | SDY | SPDR S&P Divide... | 139.58 | -0.2% | 702.64K | +0.95% | 95.33M | 102.99 | 3.00% | Share |
| 4 | IJR | iShares Core S&... | 117.61 | -0.25% | 796.78K | +2.87% | 83.32M | 61.03 | 2.63% | Share |
| 5 | TLH | iShares 10-20 Y... | 103.50 | +0.43% | 779.34K | +7.52% | 80.86M | 106.87 | 2.55% | Share |
| 6 | STIP | iShares 0-5 Yea... | 103.53 | 0.00% | 741.43K | +2.61% | 76.72M | 101.34 | 2.42% | Share |
| 7 | LQDH | iShares Interes... | 92.84 | +0.10% | 815.86K | +3.40% | 75.28M | 93.24 | 2.37% | Share |
| 8 | IGSB | iShares 1-5 Yea... | 53.01 | +0.04% | 1.41M | +1.96% | 73.82M | 52.39 | 2.33% | Share |
| 9 | IVV | iShares Core S&... | 655.48 | +0.28% | 125.7K | +1.06% | 70.63M | 224.18 | 2.23% | Share |
| 10 | COST | Costco Wholesal... | 956.29 | -2.34% | 73.37K | -1.46% | 69.4M | 167.09 | 2.19% | Share |
| 11 | IEMG | iShares Core MS... | 64.02 | +0.71% | 1.27M | +1.04% | 68.46M | 49.9 | 2.16% | Share |
| 12 | V | Visa Inc. | 338.24 | -1.67% | 179.25K | -2.81% | 62.82M | 176.26 | 1.98% | Share |
| 13 | IDU | iShares U.S. Ut... | 107.64 | +1.43% | 618.76K | -0.46% | 62.75M | 62.72 | 1.98% | Share |
| 14 | AMZN | Amazon.com, Inc... | 230.33 | -3.32% | 314.49K | -1.16% | 59.84M | 118.33 | 1.89% | Share |
| 15 | IJH | iShares Core S&... | 65.43 | -0.03% | 1.01M | +1.16% | 58.71M | 29.05 | 1.85% | Share |
| 16 | IGM | iShares Expande... | 122.16 | +1.10% | 646.59K | +0.78% | 58.63M | 16.85 | 1.85% | Share |
| 17 | MA | Mastercard Inco... | 579.38 | -0.79% | 103.26K | -2.29% | 56.6M | 85.61 | 1.78% | Share |
| 18 | VUG | Vanguard Growth... | 467.41 | +0.03% | 150.21K | -1.49% | 55.7M | 114.18 | 1.75% | Share |
| 19 | JPM | JPMorgan Chase ... | 300.58 | +0.92% | 220.54K | -3.86% | 54.1M | 110.67 | 1.70% | Share |
| 20 | MSFT | Microsoft Corpo... | 500.37 | +0.39% | 143.53K | +2.09% | 53.88M | 172.54 | 1.70% | Share |
| 21 | GOOGL | Alphabet Inc. | 239.17 | -0.19% | 321.34K | -0.23% | 49.69M | 41.99 | 1.57% | Share |
| 22 | SPSB | SPDR Portfolio ... | 30.23 | +0.03% | 1.6M | -0.48% | 48.18M | 29.58 | 1.52% | Share |
| 23 | CL | Colgate-Palmoli... | 83.19 | -1.29% | 507.11K | +1.69% | 47.52M | 71.45 | 1.50% | Share |
| 24 | JNJ | Johnson & Johns... | 175.75 | -0.68% | 280.23K | +3.08% | 46.47M | 113.49 | 1.46% | Share |
| 25 | IUSB | iShares Core To... | 46.78 | +0.15% | 924.96K | +3.80% | 42.62M | 48.4 | 1.34% | Share |
| 26 | BRK-B | Berkshire Hatha... | 490.13 | -0.53% | 75.56K | -1.19% | 40.24M | 309.85 | 1.27% | Share |
| 27 | SCHZ | Schwab U.S. Agg... | 23.52 | +0.19% | 1.69M | -30.08% | 39.17M | 23.19 | 1.23% | Share |
| 28 | DHR | Danaher Corpora... | 192.58 | -0.9% | 174.92K | +7.08% | 35.86M | 107.35 | 1.13% | Share |
| 29 | EFA | iShares MSCI EA... | 92.40 | +0.01% | 432.35K | -1.01% | 35.34M | 62.41 | 1.11% | Share |
| 30 | ABT | Abbott Laborato... | 129.37 | -1.96% | 241.52K | -0.39% | 32.04M | 51.92 | 1.01% | Share |
| 31 | TJX | The TJX Compani... | 139.84 | -0.09% | 262.82K | -1.9% | 32.01M | 37.19 | 1.01% | Share |
| 32 | WM | Waste Managemen... | 217.75 | -0.64% | 134.52K | -1.38% | 31.14M | 98 | 0.98% | Share |
| 33 | AXP | American Expres... | 323.41 | -0.29% | 109.8K | -3.32% | 29.54M | 123.13 | 0.93% | Share |
| 34 | DIS | The Walt Disney... | 115.81 | -1.33% | 294.02K | -1.47% | 29.02M | 96.83 | 0.91% | Share |
| 35 | ICE | Intercontinenta... | 172.24 | -0.7% | 167.35K | -0.93% | 28.87M | 115.38 | 0.91% | Share |
| 36 | MINT | PIMCO Enhanced ... | 100.42 | +0.01% | 283.62K | +1.44% | 28.54M | 101.25 | 0.90% | Share |
| 37 | WMT | Walmart Inc. | 100.42 | -1.83% | 314.01K | -5.44% | 27.57M | 34.07 | 0.87% | Share |
| 38 | ISTB | iShares Core 1-... | 48.87 | +0.04% | 555.09K | +3.07% | 26.84M | 49.77 | 0.85% | Share |
| 39 | QCOM | QUALCOMM Incorp... | 158.95 | +0.18% | 174.04K | +0.38% | 26.73M | 67.24 | 0.84% | Share |
| 40 | AFL | Aflac Incorpora... | 107.23 | +0.89% | 236.34K | -1.25% | 26.28M | 31.6 | 0.83% | Share |
| 41 | SYK | Stryker Corpora... | 383.09 | -2.46% | 69.64K | -0.59% | 25.92M | 89.01 | 0.82% | Share |
| 42 | BX | Blackstone Inc. | 178.23 | +2.92% | 184.17K | -1.73% | 25.74M | 49.44 | 0.81% | Share |
| 43 | ECL | Ecolab Inc. | 269.10 | -0.58% | 101.4K | -0.08% | 25.71M | 151.26 | 0.81% | Share |
| 44 | MCD | McDonald's Corp... | 305.95 | -2.1% | 81.86K | -0.26% | 25.57M | 179.37 | 0.81% | Share |
| 45 | FLOT | iShares Floatin... | 50.92 | +0.07% | 498.25K | +3.84% | 25.44M | 50.74 | 0.80% | Share |
| 46 | SCHX | Schwab U.S. Lar... | 25.84 | +0.21% | 1.13M | -24.26% | 25.05M | 17.61 | 0.79% | Share |
| 47 | COF | Capital One Fin... | 223.40 | +0.41% | 138.45K | -3.46% | 24.82M | 122.77 | 0.78% | Share |
| 48 | ADI | Analog Devices,... | 247.21 | -0.39% | 122.72K | +0.98% | 24.75M | 225.2 | 0.78% | Share |
| 49 | LLY | Eli Lilly and C... | 754.90 | +0.57% | 29.77K | +7.95% | 24.59M | 847.13 | 0.77% | Share |
| 50 | PAVE | Global X U.S. I... | 46.41 | +0.92% | 641.66K | +0.17% | 24.21M | 28.14 | 0.76% | Share |
| 51 | VZ | Verizon Communi... | 43.50 | -0.16% | 511.7K | +4.36% | 23.21M | 46.52 | 0.73% | Share |
| 52 | HACK | Amplify Cyberse... | 85.93 | +0.05% | 317.46K | -2.61% | 22.79M | 64.23 | 0.72% | Share |
| 53 | FTV | Fortive Corpora... | 47.76 | +0.10% | 311.37K | -0.87% | 22.79M | 56 | 0.72% | Share |
| 54 | AMT | American Tower ... | 193.70 | -0.46% | 102.48K | +5.89% | 22.3M | 216.53 | 0.70% | Share |
| 55 | ANSS | ANSYS, Inc. | 374.30 | -4.69% | 70.08K | +1.08% | 22.18M | 241 | 0.70% | Share |
| 56 | ORLY | O'Reilly Automo... | 105.11 | -1.69% | 14.84K | +2.59% | 21.26M | 1161.96 | 0.67% | Share |
| 57 | ZTS | Zoetis Inc. | 149.41 | -0.26% | 128.09K | +2.40% | 21.09M | 124.1 | 0.66% | Share |
| 58 | MRK | Merck & Co., In... | 84.03 | -0.68% | 220.46K | +4.03% | 19.79M | 79.63 | 0.62% | Share |
| 59 | IMTB | iShares Core 5-... | 44.35 | +0.29% | 452.3K | +3.88% | 19.63M | 46.64 | 0.62% | Share |
| 60 | PFE | Pfizer Inc. | 24.59 | -0.49% | 772.4K | +12.98% | 19.57M | 32.14 | 0.62% | Share |
| 61 | ASML | ASML Holding N.... | 793.14 | -1.49% | 29.03K | +2.08% | 19.24M | 475.32 | 0.61% | Share |
| 62 | GBF | iShares Governm... | 105.59 | +0.19% | 182.66K | +3.38% | 19.02M | 110.29 | 0.60% | Share |
| 63 | TMO | Thermo Fisher S... | 476.46 | -1.23% | 37.44K | +4.81% | 18.63M | 551.97 | 0.59% | Share |
| 64 | NVO | Novo Nordisk A/... | 54.38 | +0.14% | 244.6K | +24.71% | 16.99M | 119.62 | 0.54% | Share |
| 65 | ROST | Ross Stores, In... | 149.24 | +0.13% | 115.64K | +1.63% | 14.78M | 73.57 | 0.47% | Share |
| 66 | EAGG | iShares ESG U.S... | 48.12 | +0.17% | 280.44K | +0.72% | 13.32M | 48.05 | 0.42% | Share |
| 67 | IDV | iShares Interna... | 36.68 | +0.30% | 413.35K | +0.40% | 12.82M | 29.82 | 0.40% | Share |
| 68 | USIG | iShares Broad U... | 52.25 | +0.23% | 242.09K | +2.60% | 12.37M | 54.58 | 0.39% | Share |
| 69 | VV | Vanguard Large ... | 301.44 | +0.31% | 47.95K | +0.58% | 12.32M | 82.97 | 0.39% | Share |
| 70 | SPY | SPDR S&P 500 ET... | 652.24 | +0.29% | 21.76K | +2.09% | 12.17M | 393.72 | 0.38% | Share |
| 71 | NVDA | NVIDIA Corporat... | 177.33 | +3.85% | 108.11K | +47.53% | 11.72M | 70.15 | 0.37% | Share |
| 72 | DON | WisdomTree U.S.... | 52.44 | +0.08% | 224.54K | -1.64% | 11.12M | 30.82 | 0.35% | Share |
| 73 | DES | WisdomTree U.S.... | 33.87 | -0.12% | 309.03K | -1% | 9.88M | 27.43 | 0.31% | Share |
| 74 | QQQ | Invesco QQQ Tru... | 580.70 | +0.03% | 19.76K | +21.23% | 9.27M | 352.12 | 0.29% | Share |
| 75 | PG | The Procter & G... | 157.35 | -1.32% | 53.36K | -4.46% | 9.09M | 95.3 | 0.29% | Share |
| 76 | BOND | PIMCO Active Bo... | 93.44 | +0.17% | 92.55K | -1.21% | 8.56M | 105.22 | 0.27% | Share |
| 77 | SUSB | iShares ESG 1-5... | 25.28 | -0.04% | 333.85K | -0.33% | 8.34M | 24.31 | 0.26% | Share |
| 78 | MGC | Vanguard Mega C... | 238.47 | +0.35% | 41.37K | +0.86% | 8.33M | 123.26 | 0.26% | Share |
| 79 | RSPT | Invesco S&P 500... | 42.59 | +0.28% | 236.73K | -1.1% | 8.1M | 48.1 | 0.26% | Share |
| 80 | UL | Unilever PLC | 62.81 | -0.42% | 132.82K | -1.36% | 7.91M | 48.84 | 0.25% | Share |
| 81 | IXP | iShares Global ... | 122.89 | -0.66% | 80.92K | -3.97% | 7.85M | 60.01 | 0.25% | Share |
| 82 | LMT | Lockheed Martin... | 463.88 | +1.49% | 16.34K | -0.37% | 7.3M | 313.79 | 0.23% | Share |
| 83 | KMB | Kimberly-Clark ... | 128.01 | -2.26% | 50.38K | -0.1% | 7.17M | 119.53 | 0.23% | Share |
| 84 | KO | The Coca-Cola C... | 67.82 | -0.06% | 99.22K | -2.21% | 7.11M | 45.64 | 0.22% | Share |
| 85 | SGOV | iShares 0-3 Mon... | 100.48 | +0.01% | 65.64K | +3.15% | 6.61M | 100.29 | 0.21% | Share |
| 86 | IGIB | iShares 5-10 Ye... | 54.17 | +0.24% | 120.34K | +7.35% | 6.32M | 53.79 | 0.20% | Share |
| 87 | TSLA | Tesla, Inc. | 347.78 | +0.23% | 23.28K | +6.12% | 6.03M | 281.94 | 0.19% | Share |
| 88 | SCHB | Schwab U.S. Bro... | 25.21 | +0.30% | 273K | -16.54% | 5.88M | 17.39 | 0.19% | Share |
| 89 | VOO | Vanguard S&P 50... | 599.64 | +0.28% | 11.27K | +201.18% | 5.79M | 448.99 | 0.18% | Share |
| 90 | PEP | PepsiCo, Inc. | 142.66 | -0.31% | 36.66K | -4.02% | 5.5M | 116.43 | 0.17% | Share |
| 91 | CVX | Chevron Corpora... | 157.79 | +1.90% | 32.41K | +0.44% | 5.42M | 114.87 | 0.17% | Share |
| 92 | VTV | Vanguard Value ... | 183.80 | +0.73% | 30.78K | +4.33% | 5.32M | 103 | 0.17% | Share |
| 93 | XLP | Consumer Staple... | 79.93 | -0.99% | 63.14K | +1.67% | 5.16M | 54.9 | 0.16% | Share |
| 94 | EMNT | PIMCO Enhanced ... | 98.67 | +0.03% | 51.2K | +1.75% | 5.06M | 99.83 | 0.16% | Share |
| 95 | SCHF | Schwab Internat... | 22.98 | +0.09% | 250.81K | -13.78% | 4.96M | 17.17 | 0.16% | Share |
| 96 | IWB | iShares Russell... | 358.73 | +0.27% | 16.15K | -4.33% | 4.95M | 146.67 | 0.16% | Share |
| 97 | VHT | Vanguard Health... | 255.54 | -1.03% | 18.3K | +1.40% | 4.84M | 143.41 | 0.15% | Share |
| 98 | AVGO | Broadcom Inc. | 369.57 | +9.77% | 28.57K | +49.73% | 4.78M | 165.23 | 0.15% | Share |
| 99 | GOOG | Alphabet Inc. | 239.56 | -0.16% | 29.45K | +0.35% | 4.6M | 94.68 | 0.14% | Share |
| 100 | PLTR | Palantir Techno... | 166.74 | +2.70% | 51.83K | +1.43K% | 4.37M | 80.39 | 0.14% | Share |
| 101 | META | Meta Platforms,... | 751.98 | -1.79% | 7.13K | +5.38% | 4.11M | 414.24 | 0.13% | Share |
| 102 | SUSA | iShares MSCI US... | 132.45 | +0.02% | 30.38K | +1.94% | 3.49M | 73.14 | 0.11% | Share |
| 103 | SPAB | SPDR Portfolio ... | 25.91 | +0.23% | 122.9K | -18.21% | 3.14M | 25.67 | 0.10% | Share |
| 104 | SCHE | Schwab Emerging... | 32.34 | +0.48% | 110.75K | -4.64% | 3.05M | 24.52 | 0.10% | Share |
| 105 | SCHA | Schwab U.S. Sma... | 27.46 | -0.18% | 125.99K | -1.95% | 2.95M | 22.47 | 0.09% | Share |
| 106 | CTAS | Cintas Corporat... | 201.40 | -0.33% | 14.12K | -0.32% | 2.9M | 187.05 | 0.09% | Share |
| 107 | SMH | VanEck Semicond... | 300.83 | +1.01% | 13.25K | +100.00% | 2.8M | 211.47 | 0.09% | Share |
| 108 | BKLN | Invesco Senior ... | 20.95 | -0.02% | 115.65K | +0.15% | 2.39M | 22.24 | 0.08% | Share |
| 109 | VNQ | Vanguard Real E... | 91.58 | -0.16% | 25.68K | -0.87% | 2.33M | 84.29 | 0.07% | Share |
| 110 | TFLO | iShares Treasur... | 50.48 | -0.02% | 43.21K | +5.13% | 2.19M | 50.54 | 0.07% | Share |
| 111 | VCR | Vanguard Consum... | 387.32 | -1.28% | 6.59K | -3.61% | 2.14M | 205.03 | 0.07% | Share |
| 112 | PFF | iShares Preferr... | 31.87 | +0.22% | 67.01K | -1.1% | 2.06M | 34.96 | 0.06% | Share |
| 113 | IHI | iShares U.S. Me... | 60.93 | -2.48% | 33.48K | -0.5% | 2.02M | 39.09 | 0.06% | Share |
| 114 | IYZ | iShares U.S. Te... | 32.01 | +1.06% | 73.31K | -2.55% | 2.01M | 29.31 | 0.06% | Share |
| 115 | SCHM | Schwab U.S. Mid... | 29.66 | -0.17% | 71.81K | -10.48% | 1.88M | 23.54 | 0.06% | Share |
| 116 | VRTX | Vertex Pharmace... | 388.55 | -2% | 3.28K | -7.14% | 1.59M | 262.84 | 0.05% | Share |
| 117 | HD | The Home Depot,... | 413.28 | -0.5% | 4.29K | -2.32% | 1.57M | 278.8 | 0.05% | Share |
| 118 | XOM | Exxon Mobil Cor... | 112.54 | +1.71% | 13.07K | -4.02% | 1.55M | 103.07 | 0.05% | Share |
| 119 | USSG | Xtrackers MSCI ... | 59.55 | +0.33% | 29.14K | -6.28% | 1.47M | 39.69 | 0.05% | Share |
| 120 | SHV | iShares Short T... | 110.26 | +0.02% | 12.97K | +17.99% | 1.43M | 110.3 | 0.05% | Share |
| 121 | VXF | Vanguard Extend... | 207.54 | -0.14% | 7.59K | +100.00% | 1.31M | 172.26 | 0.04% | Share |
| 122 | AMD | Advanced Micro ... | 159.54 | +2.39% | 12.62K | +2.38% | 1.3M | 125.4 | 0.04% | Share |
| 123 | STPZ | PIMCO 1-5 Year ... | 54.31 | +0.02% | 23.72K | +26.18% | 1.28M | 52.54 | 0.04% | Share |
| 124 | SCHG | Schwab U.S. Lar... | 31.11 | +0.02% | 49.29K | -3.26% | 1.23M | 17.23 | 0.04% | Share |
| 125 | NFLX | Netflix, Inc. | 1247.71 | -1.23% | 1.28K | -0.31% | 1.2M | 424.82 | 0.04% | Share |
| 126 | BLK | BlackRock, Inc. | 1103.31 | -0.21% | 1.25K | +0.24% | 1.18M | 1024.92 | 0.04% | Share |
| 127 | IWF | iShares Russell... | 456.26 | +0.66% | 3.18K | +2.98% | 1.15M | 203.89 | 0.04% | Share |
| 128 | SCHW | The Charles Sch... | 92.22 | -1.54% | 13.71K | -4.15% | 1.07M | 54.82 | 0.03% | Share |
| 129 | ADP | Automatic Data ... | 292.39 | -1.63% | 3.46K | +122.05% | 1.06M | 244.46 | 0.03% | Share |
| 130 | CMF | iShares Califor... | 56.75 | +0.39% | 18.5K | +5.71% | 1.04M | 57.09 | 0.03% | Share |
| 131 | VTI | Vanguard Total ... | 321.80 | +0.26% | 3.72K | +40.41% | 1.02M | 223.78 | 0.03% | Share |
| 132 | IEFA | iShares Core MS... | 86.42 | -0.02% | 12.83K | +9.39% | 970.46K | 67.65 | 0.03% | Share |
| 133 | IBM | International B... | 256.89 | -0.86% | 3.75K | +0.83% | 932.72K | 182.52 | 0.03% | Share |
| 134 | DSI | iShares MSCI KL... | 122.55 | +0.67% | 9.09K | +2.99% | 931.01K | 55.79 | 0.03% | Share |
| 135 | SUB | iShares Short-T... | 107.18 | +0.04% | 8.45K | +32.89% | 892.64K | 105.75 | 0.03% | Share |
| 136 | AMAT | Applied Materia... | 163.42 | -0.05% | 6.11K | -6.37% | 886.68K | 102.01 | 0.03% | Share |
| 137 | UBFO | United Security... | 9.50 | 0.00% | 94.51K | 0.00% | 846.77K | 10.73 | 0.03% | Share |
| 138 | PWZ | Invesco Califor... | 23.84 | +0.40% | 35.26K | +8.95% | 840.86K | 24.64 | 0.03% | Share |
| 139 | ORCL | Oracle Corporat... | 328.62 | +36.07% | 5.91K | -9.52% | 826.77K | 100.24 | 0.03% | Share |
| 140 | BRK-A | Berkshire Hatha... | 737220.26 | -0.21% | 1 | +100.00% | 798.44K | 798441 | 0.03% | Share |
| 141 | IGBH | iShares Interes... | 24.40 | +0.27% | 30.55K | +0.31% | 733.62K | 24.85 | 0.02% | Share |
| 142 | SO | The Southern Co... | 91.55 | +0.37% | 7.08K | -4.67% | 650.64K | 87.93 | 0.02% | Share |
| 143 | SCHK | Schwab 1000 Ind... | 31.52 | +0.30% | 24.07K | +100.00% | 647.84K | 26.92 | 0.02% | Share |
| 144 | VYM | Vanguard High D... | 140.76 | +0.81% | 5.02K | -0.08% | 647.31K | 115.69 | 0.02% | Share |
| 145 | SCHD | Schwab U.S. Div... | 27.48 | +0.13% | 23.03K | +10.15% | 643.8K | 27.92 | 0.02% | Share |
| 146 | MS | Morgan Stanley | 154.14 | +1.26% | 5.49K | +30.53% | 640.05K | 84.39 | 0.02% | Share |
| 147 | DIA | SPDR Dow Jones ... | 455.93 | -0.45% | 1.5K | -0.07% | 628.5K | 338.3 | 0.02% | Share |
| 148 | CSCO | Cisco Systems, ... | 68.13 | +1.17% | 10K | +19.30% | 617.27K | 48.11 | 0.02% | Share |
| 149 | RTX | RTX Corporation | 155.03 | +2.16% | 4.61K | +76.13% | 610.77K | 114.68 | 0.02% | Share |
| 150 | VSGX | Vanguard ESG In... | 68.67 | +0.25% | 10.32K | 0.00% | 608.79K | 55.28 | 0.02% | Share |