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Home > Institutional Investor > Destination Wealth Management > Profile

Instuitional Investor - Destination Wealth Management

Fund Profile
Filing Period:
Fund Name: Destination Wealth Management
Portfolio Value $3,822,593,499
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 862,817 $234,565,528 6.14%
2.
Ishares Trust
 IEF 1,593,546 $159,163,381 4.16%
3.
Ishares Trust
 IEF 840,394 $100,998,497 2.64%
4.
Alphabet Inc.
 GOOGL 311,014 $97,347,531 2.55%
5.
Spdr Series Trust
 653,748 $90,975,636 2.38%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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