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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 $3,197,307,856
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 832,120 $208,379,394 6.51%
2.
Ishares Trust
 IEF 1,375,087 $133,245,914 4.16%
3.
Spdr Series Trust
 695,990 $91,940,342 2.87%
4.
Ishares Trust
 IEF 774,576 $89,246,702 2.79%
5.
Ishares Trust
 IEF 124,387 $73,224,008 2.29%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)