Destination Wealth Management

Q1 2025 13F Holdings

Location
Walnut Creek, CA
Holdings as of
3/31/2025
Value
$3.17B
Value excl. options
$3.17B
Num holdings
254
Date filed
5/15/2025
Form type
13F-HR
Prev filing
2/6/2025
Next filing
8/14/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type