DESTINATION WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 14K | $716.17K |
 | SCHW | 14K | $1.29M |
 | FTV | 13K | $627.09K |
 | CSCO | 12K | $836.19K |
 | AMD | 12K | $1.93M |
 | HPQ | 12K | $317.89K |
 | HPE | 10K | $247.81K |
 | CDLX | 10K | $24.30K |
 | GLW | 8K | $672.90K |
 | META | 7K | $5.41M |
 | SO | 7K | $692.58K |
 | UPS | 7K | $595.01K |
 | MS | 7K | $1.12M |
 | IBM | 7K | $1.95M |
 | RBLX | 6K | $893.59K |
 | AMAT | 6K | $1.32M |
 | EW | 6K | $491.27K |
 | ORCL | 6K | $1.78M |
 | ORI | 6K | $265.75K |
 | MRK | 6K | $513.93K |
Bank of America Corporation
BAC
Shares Held
14K
Value
$716.17K
The Charles Schwab Corporation
SCHW
Shares Held
14K
Value
$1.29M
Fortive Corporation
FTV
Shares Held
13K
Value
$627.09K
Cisco Systems, Inc.
CSCO
Shares Held
12K
Value
$836.19K
Advanced Micro Devices, Inc.
AMD
Shares Held
12K
Value
$1.93M
HP Inc.
HPQ
Shares Held
12K
Value
$317.89K
Hewlett Packard Enterprise Company
HPE
Shares Held
10K
Value
$247.81K
Cardlytics, Inc.
CDLX
Shares Held
10K
Value
$24.30K
Corning Incorporated
GLW
Shares Held
8K
Value
$672.90K
Meta Platforms, Inc.
META
Shares Held
7K
Value
$5.41M
The Southern Company
SO
Shares Held
7K
Value
$692.58K
United Parcel Service, Inc.
UPS
Shares Held
7K
Value
$595.01K
Morgan Stanley
MS
Shares Held
7K
Value
$1.12M
International Business Machines Corporation
IBM
Shares Held
7K
Value
$1.95M
Roblox Corporation
RBLX
Shares Held
6K
Value
$893.59K
Applied Materials, Inc.
AMAT
Shares Held
6K
Value
$1.32M
Edwards Lifesciences Corporation
EW
Shares Held
6K
Value
$491.27K
Oracle Corporation
ORCL
Shares Held
6K
Value
$1.78M
Old Republic International Corporation
ORI
Shares Held
6K
Value
$265.75K
Merck & Co., Inc.
MRK
Shares Held
6K
Value
$513.93K