DESTINATION WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ZTS | 136K | $19.84M |
 | WM | 134K | $29.65M |
 | UL | 134K | $7.93M |
 | COF | 127K | $26.98M |
 | ADI | 123K | $30.27M |
 | ROST | 119K | $18.13M |
 | AXP | 107K | $35.43M |
 | AMT | 107K | $20.48M |
 | BRK-B | 104K | $52.18M |
 | MA | 102K | $58.06M |
 | AXTI | 102K | $457.53K |
 | UBFO | 101K | $937.72K |
 | ECL | 100K | $27.49M |
 | KO | 100K | $6.63M |
 | NVDA | 97K | $18.01M |
 | MCD | 79K | $24.08M |
 | COST | 72K | $66.25M |
 | SYK | 70K | $25.79M |
 | LLY | 57K | $43.82M |
 | PG | 55K | $8.38M |
Zoetis Inc.
ZTS
Shares Held
136K
Value
$19.84M
Waste Management, Inc.
WM
Shares Held
134K
Value
$29.65M
Unilever PLC
UL
Shares Held
134K
Value
$7.93M
Capital One Financial Corporation
COF
Shares Held
127K
Value
$26.98M
Analog Devices, Inc.
ADI
Shares Held
123K
Value
$30.27M
Ross Stores, Inc.
ROST
Shares Held
119K
Value
$18.13M
American Express Company
AXP
Shares Held
107K
Value
$35.43M
American Tower Corporation
AMT
Shares Held
107K
Value
$20.48M
Berkshire Hathaway Inc.
BRK-B
Shares Held
104K
Value
$52.18M
Mastercard Incorporated
MA
Shares Held
102K
Value
$58.06M
AXT, Inc.
AXTI
Shares Held
102K
Value
$457.53K
United Security Bancshares
UBFO
Shares Held
101K
Value
$937.72K
Ecolab Inc.
ECL
Shares Held
100K
Value
$27.49M
The Coca-Cola Company
KO
Shares Held
100K
Value
$6.63M
NVIDIA Corporation
NVDA
Shares Held
97K
Value
$18.01M
McDonald's Corporation
MCD
Shares Held
79K
Value
$24.08M
Costco Wholesale Corporation
COST
Shares Held
72K
Value
$66.25M
Stryker Corporation
SYK
Shares Held
70K
Value
$25.79M
Eli Lilly and Company
LLY
Shares Held
57K
Value
$43.82M
The Procter & Gamble Company
PG
Shares Held
55K
Value
$8.38M