Destination Wealth Management

Q1 2025 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    254

  • Value ($000)

    $3,173,806

  • Date Filed
    05/15/2025
  • Form type
    13F-HR
  • CIK
    0001278573
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$178.59M
6 %

803,984

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$143.04M
5 %

1,446,048

KRE
KRE

SPDR SER TR

S&P DIVID ETF
78464A763
$95.33M
3 %

702,637

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$83.32M
3 %

796,785

TLH
TLH

ISHARES TR

10-20 YR TRS ETF
464288653
$80.86M
3 %

779,335

STIP
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$76.72M
2 %

741,426

LQDH
LQDH

ISHARES U S ETF TR

INT RT HDG C B
46431W705
$75.28M
2 %

815,863

IGSB
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$73.82M
2 %

1,409,492

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$70.63M
2 %

125,704

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$69.40M
2 %

73,374

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