DESTINATION WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 873K | $222.39M |
 | PFE | 860K | $21.92M |
 | VZ | 537K | $23.62M |
 | CL | 528K | $42.22M |
 | GOOGL | 320K | $77.80M |
 | AMZN | 311K | $68.38M |
 | WMT | 299K | $30.79M |
 | JNJ | 290K | $53.72M |
 | DIS | 286K | $32.75M |
 | TJX | 255K | $36.85M |
 | ABT | 243K | $32.49M |
 | AFL | 234K | $26.17M |
 | ORLY | 227K | $24.42M |
 | JPM | 215K | $67.97M |
 | DHR | 190K | $37.75M |
 | BX | 185K | $31.61M |
 | QCOM | 184K | $30.62M |
 | MSFT | 177K | $91.44M |
 | V | 176K | $60.11M |
 | ICE | 165K | $27.82M |
Apple Inc.
AAPL
Shares Held
873K
Value
$222.39M
Pfizer Inc.
PFE
Shares Held
860K
Value
$21.92M
Verizon Communications Inc.
VZ
Shares Held
537K
Value
$23.62M
Colgate-Palmolive Company
CL
Shares Held
528K
Value
$42.22M
Alphabet Inc.
GOOGL
Shares Held
320K
Value
$77.80M
Amazon.com, Inc.
AMZN
Shares Held
311K
Value
$68.38M
Walmart Inc.
WMT
Shares Held
299K
Value
$30.79M
Johnson & Johnson
JNJ
Shares Held
290K
Value
$53.72M
The Walt Disney Company
DIS
Shares Held
286K
Value
$32.75M
The TJX Companies, Inc.
TJX
Shares Held
255K
Value
$36.85M
Abbott Laboratories
ABT
Shares Held
243K
Value
$32.49M
Aflac Incorporated
AFL
Shares Held
234K
Value
$26.17M
O'Reilly Automotive, Inc.
ORLY
Shares Held
227K
Value
$24.42M
JPMorgan Chase & Co.
JPM
Shares Held
215K
Value
$67.97M
Danaher Corporation
DHR
Shares Held
190K
Value
$37.75M
Blackstone Inc.
BX
Shares Held
185K
Value
$31.61M
QUALCOMM Incorporated
QCOM
Shares Held
184K
Value
$30.62M
Microsoft Corporation
MSFT
Shares Held
177K
Value
$91.44M
Visa Inc.
V
Shares Held
176K
Value
$60.11M
Intercontinental Exchange, Inc.
ICE
Shares Held
165K
Value
$27.82M