DESTINATION WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | A | 3K | $329.09K |
 | YUM | 3K | $383.76K |
 | HON | 2K | $507.31K |
 | TXN | 2K | $441.31K |
 | SRE | 2K | $209.49K |
 | ABBV | 2K | $523.50K |
 | BK | 2K | $228.76K |
 | APH | 2K | $244.41K |
 | ADP | 2K | $547.67K |
 | GS | 2K | $1.44M |
 | TRV | 2K | $481.31K |
 | NFLX | 2K | $2.03M |
 | VRTX | 2K | $643.07K |
 | PAYX | 2K | $203.32K |
 | PIPR | 2K | $521.18K |
 | AMGN | 1K | $385.03K |
 | KEYS | 1K | $220.22K |
 | CAT | 1K | $598.37K |
 | BLK | 1K | $1.43M |
 | ALL | 1K | $258.44K |
Agilent Technologies, Inc.
A
Shares Held
3K
Value
$329.09K
Yum! Brands, Inc.
YUM
Shares Held
3K
Value
$383.76K
Honeywell International Inc.
HON
Shares Held
2K
Value
$507.31K
Texas Instruments Incorporated
TXN
Shares Held
2K
Value
$441.31K
Sempra
SRE
Shares Held
2K
Value
$209.49K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$523.50K
The Bank of New York Mellon Corporation
BK
Shares Held
2K
Value
$228.76K
Amphenol Corporation
APH
Shares Held
2K
Value
$244.41K
Automatic Data Processing, Inc.
ADP
Shares Held
2K
Value
$547.67K
The Goldman Sachs Group, Inc.
GS
Shares Held
2K
Value
$1.44M
The Travelers Companies, Inc.
TRV
Shares Held
2K
Value
$481.31K
Netflix, Inc.
NFLX
Shares Held
2K
Value
$2.03M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
2K
Value
$643.07K
Paychex, Inc.
PAYX
Shares Held
2K
Value
$203.32K
Piper Sandler Companies
PIPR
Shares Held
2K
Value
$521.18K
Amgen Inc.
AMGN
Shares Held
1K
Value
$385.03K
Keysight Technologies, Inc.
KEYS
Shares Held
1K
Value
$220.22K
Caterpillar Inc.
CAT
Shares Held
1K
Value
$598.37K
BlackRock, Inc.
BLK
Shares Held
1K
Value
$1.43M
The Allstate Corporation
ALL
Shares Held
1K
Value
$258.44K