DESTINATION WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MO | 6K | $403.16K |
 | SBUX | 6K | $513.31K |
 | COP | 5K | $484.94K |
 | ES | 5K | $360.67K |
 | WFC | 5K | $411.06K |
 | RTX | 5K | $793.46K |
 | HD | 4K | $1.79M |
 | DUK | 4K | $537.94K |
 | NKE | 4K | $297.98K |
 | NEE | 4K | $309.69K |
 | PLUS | 4K | $286.10K |
 | LRCX | 4K | $521.14K |
 | ELS | 4K | $230.22K |
 | PLD | 4K | $407.08K |
 | BA | 4K | $758.59K |
 | GILD | 3K | $387.64K |
 | RPM | 3K | $392.10K |
 | MPC | 3K | $626.21K |
 | IRM | 3K | $283.80K |
 | NTES | 3K | $393.35K |
Altria Group, Inc.
MO
Shares Held
6K
Value
$403.16K
Starbucks Corporation
SBUX
Shares Held
6K
Value
$513.31K
ConocoPhillips
COP
Shares Held
5K
Value
$484.94K
Eversource Energy
ES
Shares Held
5K
Value
$360.67K
Wells Fargo & Company
WFC
Shares Held
5K
Value
$411.06K
RTX Corporation
RTX
Shares Held
5K
Value
$793.46K
The Home Depot, Inc.
HD
Shares Held
4K
Value
$1.79M
Duke Energy Corporation
DUK
Shares Held
4K
Value
$537.94K
NIKE, Inc.
NKE
Shares Held
4K
Value
$297.98K
NextEra Energy, Inc.
NEE
Shares Held
4K
Value
$309.69K
ePlus inc.
PLUS
Shares Held
4K
Value
$286.10K
Lam Research Corporation
LRCX
Shares Held
4K
Value
$521.14K
Equity LifeStyle Properties, Inc.
ELS
Shares Held
4K
Value
$230.22K
Prologis, Inc.
PLD
Shares Held
4K
Value
$407.08K
The Boeing Company
BA
Shares Held
4K
Value
$758.59K
Gilead Sciences, Inc.
GILD
Shares Held
3K
Value
$387.64K
RPM International Inc.
RPM
Shares Held
3K
Value
$392.10K
Marathon Petroleum Corporation
MPC
Shares Held
3K
Value
$626.21K
Iron Mountain Incorporated
IRM
Shares Held
3K
Value
$283.80K
NetEase, Inc.
NTES
Shares Held
3K
Value
$393.35K