Destination Wealth Management
CIK Number: 0001278573
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 201.07 | +0.03% | 832.12K | -1.13% | 208.38M | 43.8 | 6.52% |
| 2 | AGG | iShares Core U.... | 98.78 | -0.3% | 1.38M | +2.38% | 133.25M | 105.48 | 4.17% |
| 3 | SDY | SPDR S&P Divide... | 135.35 | +0.34% | 695.99K | -0.63% | 91.94M | 102.68 | 2.88% |
| 4 | IJR | iShares Core S&... | 109.49 | +0.30% | 774.58K | -1.87% | 89.25M | 59.78 | 2.79% |
| 5 | IVV | iShares Core S&... | 617.94 | +0.52% | 124.39K | -3.13% | 73.22M | 220.61 | 2.29% |
| 6 | LQDH | iShares Interes... | 92.13 | +0.13% | 789.03K | +1.21% | 73.17M | 93.27 | 2.29% |
| 7 | STIP | iShares 0-5 Yea... | 102.81 | -0.01% | 722.54K | +1.70% | 72.69M | 101.28 | 2.27% |
| 8 | TLH | iShares 10-20 Y... | 100.79 | -0.51% | 724.81K | -2.73% | 72.15M | 107.11 | 2.26% |
| 9 | IGSB | iShares 1-5 Yea... | 52.69 | -0.02% | 1.38M | +1.32% | 71.47M | 52.39 | 2.24% |
| 10 | AMZN | Amazon.com, Inc... | 222.80 | +2.62% | 318.18K | -2.74% | 69.81M | 118.33 | 2.18% |
| 11 | COST | Costco Wholesal... | 985.46 | +0.26% | 74.46K | -3.63% | 68.22M | 167.09 | 2.13% |
| 12 | IEMG | iShares Core MS... | 59.74 | -0.37% | 1.26M | +1.32% | 65.56M | 49.86 | 2.05% |
| 13 | IGM | iShares Expande... | 111.35 | +0.14% | 641.6K | -4.16% | 65.5M | 16.27 | 2.05% |
| 14 | VUG | Vanguard Growth... | 436.37 | +0.62% | 152.48K | -2.74% | 62.58M | 114.18 | 1.96% |
| 15 | IJH | iShares Core S&... | 62.05 | +0.32% | 994.72K | -1.19% | 61.98M | 28.71 | 1.94% |
| 16 | GOOGL | Alphabet Inc. | 178.17 | +2.67% | 322.08K | -1.79% | 60.97M | 41.99 | 1.91% |
| 17 | IDU | iShares U.S. Ut... | 104.22 | +0.18% | 621.6K | -2.35% | 59.8M | 62.72 | 1.87% |
| 18 | MSFT | Microsoft Corpo... | 496.09 | -0.27% | 140.6K | -0.69% | 59.26M | 168.3 | 1.85% |
| 19 | V | Visa Inc. | 349.18 | +0.91% | 184.43K | -1.36% | 58.29M | 176.26 | 1.82% |
| 20 | MA | Mastercard Inco... | 551.98 | +1.13% | 105.68K | -2% | 55.65M | 85.61 | 1.74% |
| 21 | JPM | JPMorgan Chase ... | 287.21 | -0.53% | 229.39K | -3.67% | 54.99M | 110.67 | 1.72% |
| 22 | SCHZ | Schwab U.S. Agg... | 23.14 | -0.19% | 2.42M | +128.85% | 54.91M | 23.19 | 1.72% |
| 23 | SPSB | SPDR Portfolio ... | 30.15 | -0.02% | 1.61M | +0.36% | 48.03M | 29.58 | 1.50% |
| 24 | CL | Colgate-Palmoli... | 88.81 | +1.16% | 498.67K | -0.15% | 45.33M | 71.07 | 1.42% |
| 25 | IUSB | iShares Core To... | 46.06 | -0.21% | 891.09K | +1.94% | 40.28M | 48.49 | 1.26% |
| 26 | JNJ | Johnson & Johns... | 152.45 | +0.29% | 271.86K | +1.24% | 39.32M | 111.88 | 1.23% |
| 27 | DHR | Danaher Corpora... | 198.19 | -1.62% | 163.36K | +2.52% | 37.5M | 100.44 | 1.17% |
| 28 | SCHX | Schwab U.S. Lar... | 24.34 | +0.54% | 1.5M | +221.22% | 34.72M | 17.61 | 1.09% |
| 29 | BRK-B | Berkshire Hatha... | 485.19 | +0.03% | 76.47K | -0.59% | 34.66M | 309.85 | 1.08% |
| 30 | AXP | American Expres... | 317.45 | +1.94% | 113.56K | -5.04% | 33.7M | 123.13 | 1.05% |
| 31 | DIS | The Walt Disney... | 122.38 | +0.75% | 298.4K | -2.83% | 33.23M | 96.83 | 1.04% |
| 32 | EFA | iShares MSCI EA... | 89.32 | +0.88% | 436.78K | +1.26% | 33.02M | 62.41 | 1.03% |
| 33 | TJX | The TJX Compani... | 123.25 | +0.91% | 267.9K | -1.92% | 32.37M | 37.19 | 1.01% |
| 34 | BX | Blackstone Inc. | 151.29 | +2.10% | 187.42K | -6.31% | 32.32M | 49.44 | 1.01% |
| 35 | WMT | Walmart Inc. | 97.42 | +1.46% | 332.07K | -5.17% | 30M | 34.07 | 0.94% |
| 36 | MINT | PIMCO Enhanced ... | 100.53 | +0.04% | 279.6K | +1.93% | 28.05M | 101.26 | 0.88% |
| 37 | WM | Waste Managemen... | 228.15 | +0.63% | 136.41K | -0.51% | 27.53M | 98 | 0.86% |
| 38 | ABT | Abbott Laborato... | 134.38 | +0.53% | 242.46K | +0.68% | 27.42M | 51.92 | 0.86% |
| 39 | QCOM | QUALCOMM Incorp... | 158.52 | +0.21% | 173.37K | +0.72% | 26.63M | 66.9 | 0.83% |
| 40 | PAVE | Global X U.S. I... | 43.70 | +0.78% | 640.54K | -2.45% | 25.88M | 28.13 | 0.81% |
| 41 | ADI | Analog Devices,... | 236.91 | -0.16% | 121.53K | +0.56% | 25.82M | 225.43 | 0.81% |
| 42 | ISTB | iShares Core 1-... | 48.59 | -0.04% | 538.54K | +0.77% | 25.73M | 49.81 | 0.80% |
| 43 | COF | Capital One Fin... | 211.20 | +0.33% | 143.4K | -4.02% | 25.57M | 122.77 | 0.80% |
| 44 | SYK | Stryker Corpora... | 393.65 | +0.83% | 70.05K | -1.53% | 25.22M | 89.01 | 0.79% |
| 45 | ICE | Intercontinenta... | 181.71 | +0.50% | 168.92K | -2.26% | 25.17M | 115.38 | 0.79% |
| 46 | AFL | Aflac Incorpora... | 105.09 | +1.14% | 239.32K | -2.7% | 24.76M | 31.6 | 0.77% |
| 47 | FLOT | iShares Floatin... | 51.02 | +0.05% | 479.83K | +1.07% | 24.41M | 50.72 | 0.76% |
| 48 | HACK | ETFMG Prime Cyb... | 85.14 | -0.54% | 325.96K | -1.99% | 24.28M | 64.23 | 0.76% |
| 49 | MCD | McDonald's Corp... | 291.88 | +2.19% | 82.08K | -1.62% | 23.79M | 179.37 | 0.74% |
| 50 | ECL | Ecolab Inc. | 267.78 | +1.72% | 101.49K | -1.19% | 23.78M | 151.26 | 0.74% |
| 51 | FTV | Fortive Corpora... | 71.66 | +0.61% | 314.1K | -3.77% | 23.56M | 56 | 0.74% |
| 52 | ANSS | ANSYS, Inc. | 347.12 | +1.08% | 69.33K | +0.05% | 23.39M | 240.18 | 0.73% |
| 53 | LLY | Eli Lilly and C... | 776.25 | -2.37% | 27.58K | +0.93% | 21.29M | 848.82 | 0.67% |
| 54 | MRK | Merck & Co., In... | 78.93 | +0.13% | 211.91K | +1.20% | 21.08M | 79.22 | 0.66% |
| 55 | ZTS | Zoetis Inc. | 156.16 | +0.24% | 125.09K | +1.00% | 20.38M | 123.12 | 0.64% |
| 56 | ASML | ASML Holding N.... | 795.66 | -0.3% | 28.44K | +3.06% | 19.71M | 471.42 | 0.62% |
| 57 | VZ | Verizon Communi... | 42.31 | +0.51% | 490.3K | +0.29% | 19.61M | 46.57 | 0.61% |
| 58 | TMO | Thermo Fisher S... | 407.68 | -1.08% | 35.73K | +1.02% | 18.59M | 554.59 | 0.58% |
| 59 | IMTB | iShares Core 5-... | 43.46 | -0.17% | 435.4K | +1.54% | 18.48M | 46.76 | 0.58% |
| 60 | PFE | Pfizer Inc. | 24.20 | -0.17% | 683.67K | -2.88% | 18.14M | 33.02 | 0.57% |
| 61 | GBF | iShares Governm... | 104.03 | -0.16% | 176.68K | +2.49% | 18.06M | 110.49 | 0.56% |
| 62 | AMT | American Tower ... | 218.03 | +0.23% | 96.78K | +1.88% | 17.75M | 216.47 | 0.56% |
| 63 | ROST | Ross Stores, In... | 127.80 | +0.93% | 113.78K | +0.77% | 17.21M | 72.68 | 0.54% |
| 64 | ORLY | O'Reilly Automo... | 89.14 | +1.03% | 14.46K | +10.85% | 17.15M | 1154.95 | 0.54% |
| 65 | NVO | Novo Nordisk A/... | 68.50 | +1.18% | 196.14K | +23.44% | 16.87M | 132.02 | 0.53% |
| 66 | EAGG | iShares ESG U.S... | 47.35 | -0.26% | 278.43K | +3.40% | 12.93M | 48.06 | 0.40% |
| 67 | VV | Vanguard Large ... | 284.73 | +0.49% | 47.67K | -3.3% | 12.86M | 81.96 | 0.40% |
| 68 | SPY | SPDR S&P 500 ET... | 615.02 | +0.51% | 21.31K | +4.02% | 12.49M | 390.25 | 0.39% |
| 69 | USIG | iShares Broad U... | 51.23 | -0.15% | 235.95K | +1.19% | 11.86M | 54.67 | 0.37% |
| 70 | DON | WisdomTree U.S.... | 50.04 | +0.24% | 228.29K | -2.9% | 11.64M | 30.82 | 0.36% |
| 71 | IDV | iShares Interna... | 34.40 | +0.39% | 411.71K | +1.70% | 11.27M | 29.81 | 0.35% |
| 72 | DES | WisdomTree U.S.... | 31.86 | +0.19% | 312.15K | -2.25% | 10.72M | 27.43 | 0.34% |
| 73 | NVDA | NVIDIA Corporat... | 157.71 | +1.73% | 73.28K | +4.63% | 9.84M | 51.98 | 0.31% |
| 74 | PG | The Procter & G... | 160.05 | +0.90% | 55.86K | +1.45% | 9.36M | 95.3 | 0.29% |
| 75 | RSPT | Invesco S&P 500... | 40.36 | -0.27% | 239.35K | -9.52% | 8.96M | 48.1 | 0.28% |
| 76 | TSLA | Tesla, Inc. | 323.64 | -0.66% | 21.93K | +74.11% | 8.86M | 283.33 | 0.28% |
| 77 | MGC | Vanguard Mega C... | 224.20 | +0.47% | 41.02K | -6.15% | 8.72M | 122.59 | 0.27% |
| 78 | BOND | PIMCO Active Bo... | 91.78 | -0.28% | 93.68K | +0.87% | 8.47M | 105.22 | 0.26% |
| 79 | QQQ | Invesco QQQ Tru... | 548.27 | +0.38% | 16.3K | -3.94% | 8.33M | 327.33 | 0.26% |
| 80 | SUSB | iShares ESG 1-5... | 25.14 | -0.01% | 334.97K | +2.86% | 8.27M | 24.31 | 0.26% |
| 81 | IXP | iShares Global ... | 110.78 | +0.32% | 84.26K | -2.11% | 8.15M | 60.01 | 0.25% |
| 82 | LMT | Lockheed Martin... | 458.56 | +0.14% | 16.4K | -2.51% | 7.97M | 313.79 | 0.25% |
| 83 | UL | Unilever PLC | 60.92 | +0.40% | 134.65K | +1.43% | 7.63M | 48.84 | 0.24% |
| 84 | SCHB | Schwab U.S. Bro... | 23.70 | +0.49% | 327.09K | +232.37% | 7.43M | 17.39 | 0.23% |
| 85 | KMB | Kimberly-Clark ... | 127.94 | +0.87% | 50.44K | +1.24% | 6.61M | 119.53 | 0.21% |
| 86 | SGOV | iShares 0-3 Mon... | 100.69 | +0.04% | 63.63K | +3.54% | 6.38M | 100.28 | 0.20% |
| 87 | KO | The Coca-Cola C... | 70.42 | +1.37% | 101.46K | +0.86% | 6.32M | 45.64 | 0.20% |
| 88 | PEP | PepsiCo, Inc. | 131.10 | +2.25% | 38.2K | -0.92% | 5.81M | 116.43 | 0.18% |
| 89 | IGIB | iShares 5-10 Ye... | 53.06 | -0.15% | 112.1K | +4.20% | 5.77M | 53.88 | 0.18% |
| 90 | GOOG | Alphabet Inc. | 178.35 | +2.25% | 29.35K | +3.95% | 5.59M | 94.46 | 0.17% |
| 91 | IWB | iShares Russell... | 337.88 | +0.49% | 16.88K | +2.22% | 5.44M | 146.67 | 0.17% |
| 92 | SCHF | Schwab Internat... | 22.05 | +0.66% | 290.91K | +108.82% | 5.38M | 17.17 | 0.17% |
| 93 | VTV | Vanguard Value ... | 176.74 | +0.32% | 29.5K | -1.32% | 4.99M | 99.98 | 0.16% |
| 94 | EMNT | PIMCO Enhanced ... | 98.75 | +0.02% | 50.32K | +2.78% | 4.95M | 99.85 | 0.15% |
| 95 | XLP | Consumer Staple... | 80.61 | +0.54% | 62.1K | -0.2% | 4.88M | 54.46 | 0.15% |
| 96 | CVX | Chevron Corpora... | 143.87 | -0.39% | 32.27K | -1.07% | 4.67M | 114.64 | 0.15% |
| 97 | VHT | Vanguard Health... | 246.97 | -0.13% | 18.05K | +2.08% | 4.58M | 141.71 | 0.14% |
| 98 | AVGO | Broadcom Inc. | 269.28 | -0.33% | 19.08K | +1.24% | 4.42M | 164.14 | 0.14% |
| 99 | META | Meta Platforms,... | 733.50 | +1.02% | 6.76K | +21.48% | 3.96M | 405.52 | 0.12% |
| 100 | SPAB | SPDR Portfolio ... | 25.50 | -0.18% | 150.25K | +10.40% | 3.75M | 25.67 | 0.12% |
| 101 | SUSA | iShares MSCI US... | 125.96 | +0.48% | 29.8K | -1.48% | 3.62M | 72.33 | 0.11% |
| 102 | SCHA | Schwab U.S. Sma... | 25.29 | +0.14% | 128.5K | +91.64% | 3.32M | 22.47 | 0.10% |
| 103 | SCHE | Schwab Emerging... | 30.11 | -0.25% | 116.14K | -0.03% | 3.09M | 24.52 | 0.10% |
| 104 | CTAS | Cintas Corporat... | 220.84 | +0.18% | 14.16K | +432.52% | 2.59M | 187.05 | 0.08% |
| 105 | VCR | Vanguard Consum... | 363.57 | +1.27% | 6.84K | -2.08% | 2.57M | 205.03 | 0.08% |
| 106 | BKLN | Invesco Senior ... | 20.91 | +0.19% | 115.47K | +3.26% | 2.43M | 22.24 | 0.08% |
| 107 | VNQ | Vanguard Real E... | 88.54 | +0.31% | 25.91K | +4.19% | 2.31M | 84.29 | 0.07% |
| 108 | SCHM | Schwab U.S. Mid... | 27.96 | +0.41% | 80.21K | +197.12% | 2.22M | 23.54 | 0.07% |
| 109 | PFF | iShares Preferr... | 30.60 | -0.23% | 67.75K | +0.66% | 2.13M | 34.96 | 0.07% |
| 110 | TFLO | iShares Treasur... | 50.64 | +0.05% | 41.1K | -0.09% | 2.07M | 50.54 | 0.06% |
| 111 | IYZ | iShares U.S. Te... | 29.30 | +0.34% | 75.22K | -3.03% | 2.02M | 29.31 | 0.06% |
| 112 | VOO | Vanguard 500 In... | 567.06 | +0.52% | 3.74K | +20.79% | 2.02M | 318.39 | 0.06% |
| 113 | IHI | iShares U.S. Me... | 62.10 | +0.49% | 33.65K | -0.72% | 1.96M | 39.09 | 0.06% |
| 114 | HD | The Home Depot,... | 368.39 | +1.35% | 4.39K | -4.79% | 1.71M | 278.81 | 0.05% |
| 115 | USSG | Xtrackers MSCI ... | 56.59 | +0.55% | 31.09K | 0.00% | 1.68M | 39.69 | 0.05% |
| 116 | AMD | Advanced Micro ... | 143.75 | +0.05% | 12.33K | +5.54% | 1.49M | 125.94 | 0.05% |
| 117 | XOM | Exxon Mobil Cor... | 109.41 | -0.53% | 13.62K | +122.22% | 1.47M | 103.07 | 0.05% |
| 118 | VRTX | Vertex Pharmace... | 441.18 | -0.5% | 3.53K | +5.00% | 1.42M | 262.84 | 0.04% |
| 119 | SCHG | Schwab U.S. Lar... | 29.03 | +0.59% | 50.95K | +284.96% | 1.42M | 17.23 | 0.04% |
| 120 | BLK | BlackRock, Inc. | 1049.28 | +1.79% | 1.25K | +100.00% | 1.28M | 1025.11 | 0.04% |
| 121 | IWF | iShares Russell... | 421.68 | +0.56% | 3.09K | +1.31% | 1.24M | 199.21 | 0.04% |
| 122 | SHV | iShares Short T... | 110.41 | +0.03% | 11K | +3.08% | 1.21M | 110.28 | 0.04% |
| 123 | NFLX | Netflix, Inc. | 1323.66 | +1.30% | 1.29K | +19.02% | 1.15M | 424.82 | 0.04% |
| 124 | ORCL | Oracle Corporat... | 210.18 | -1.24% | 6.54K | +4.73% | 1.09M | 100.24 | 0.03% |
| 125 | AMAT | Applied Materia... | 183.21 | -0.17% | 6.53K | +6.41% | 1.06M | 102.01 | 0.03% |
| 126 | SCHW | The Charles Sch... | 90.02 | +0.65% | 14.31K | -15% | 1.06M | 54.82 | 0.03% |
| 127 | CMF | iShares Califor... | 55.63 | -0.01% | 17.5K | +22.30% | 1M | 57.13 | 0.03% |
| 128 | STPZ | PIMCO 1-5 Year ... | 53.77 | -0.05% | 18.8K | +9.49% | 983.25K | 52.16 | 0.03% |
| 129 | DSI | iShares MSCI KL... | 115.76 | +0.70% | 8.83K | -3.94% | 973.18K | 54.4 | 0.03% |
| 130 | UBFO | United Security... | 8.57 | +2.21% | 94.51K | 0.00% | 954.51K | 10.73 | 0.03% |
| 131 | IEFA | iShares Core MS... | 83.29 | +0.92% | 11.73K | +2.46% | 824.2K | 66.9 | 0.03% |
| 132 | IBM | International B... | 289.64 | -0.78% | 3.72K | +61.81% | 817.73K | 181.97 | 0.03% |
| 133 | PWZ | Invesco Califor... | 23.25 | -0.09% | 32.36K | +23.90% | 799.27K | 24.71 | 0.03% |
| 134 | VTI | Vanguard Total ... | 303.41 | +0.49% | 2.65K | -18.35% | 767.45K | 203.15 | 0.02% |
| 135 | IGBH | iShares Interes... | 23.98 | +0.29% | 30.46K | +0.55% | 740.79K | 24.85 | 0.02% |
| 136 | BA | The Boeing Comp... | 214.56 | +5.91% | 3.86K | +0.26% | 682.45K | 250.62 | 0.02% |
| 137 | BAC | Bank of America... | 47.10 | -0.75% | 15.37K | +34.27% | 675.33K | 39.83 | 0.02% |
| 138 | SUB | iShares Short-T... | 106.30 | +0.04% | 6.36K | +0.84% | 670.96K | 105.8 | 0.02% |
| 139 | NUSC | Nuveen ESG Smal... | 40.80 | +0.34% | 15.73K | 0.00% | 659.01K | 39.1 | 0.02% |
| 140 | VYM | Vanguard High D... | 132.55 | +0.28% | 5.02K | +47.69% | 640.95K | 115.69 | 0.02% |
| 141 | DIA | SPDR Dow Jones ... | 438.16 | +0.97% | 1.5K | +0.07% | 637.41K | 338.3 | 0.02% |
| 142 | WFC | Wells Fargo & C... | 79.42 | -0.67% | 8.93K | +85.56% | 627.32K | 65.04 | 0.02% |
| 143 | SO | The Southern Co... | 90.78 | +0.48% | 7.42K | +40.03% | 611.06K | 87.93 | 0.02% |
| 144 | MUC | BlackRock MuniH... | 10.33 | -0.19% | 57.05K | +32.51% | 606.42K | 10.91 | 0.02% |
| 145 | ESGV | Vanguard ESG U.... | 109.00 | +0.50% | 5.71K | -7.59% | 598.71K | 85.06 | 0.02% |
| 146 | XT | iShares Exponen... | 65.01 | +0.12% | 10.01K | -0.91% | 597.18K | 63.22 | 0.02% |
| 147 | DRIV | Global X Autono... | 23.38 | -0.57% | 26K | -2.86% | 597.08K | 28.51 | 0.02% |
| 148 | VSGX | Vanguard ESG In... | 65.23 | +0.34% | 10.32K | -2.21% | 585.26K | 55.28 | 0.02% |
| 149 | EW | Edwards Lifesci... | 78.12 | +1.26% | 7.89K | +12.56% | 584.32K | 65.39 | 0.02% |
| 150 | HON | Honeywell Inter... | 228.91 | +1.12% | 2.55K | +106.81% | 576.47K | 217.53 | 0.02% |