DESTINATION WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CEG | 1K | $385.86K |
 | PANW | 1K | $226.83K |
 | GE | 1K | $320.69K |
 | CRM | 1K | $238.26K |
 | RDDT | 1K | $229.99K |
 | UNH | 986 | $340.56K |
 | TMUS | 985 | $235.79K |
 | CMI | 957 | $404.08K |
 | ACN | 943 | $232.54K |
 | TT | 890 | $375.54K |
 | ADBE | 804 | $283.61K |
 | IDXX | 797 | $509.19K |
 | SPGI | 768 | $373.79K |
 | EVR | 755 | $254.68K |
 | GD | 630 | $214.79K |
 | MCK | 320 | $247.21K |
 | NOW | 214 | $196.94K |
 | KLAC | 207 | $223.27K |
 | BRK-A | 1 | $754.20K |
Constellation Energy Corporation
CEG
Shares Held
1K
Value
$385.86K
Palo Alto Networks, Inc.
PANW
Shares Held
1K
Value
$226.83K
GE Aerospace
GE
Shares Held
1K
Value
$320.69K
Salesforce, Inc.
CRM
Shares Held
1K
Value
$238.26K
Reddit, Inc.
RDDT
Shares Held
1K
Value
$229.99K
UnitedHealth Group Incorporated
UNH
Shares Held
986
Value
$340.56K
T-Mobile US, Inc.
TMUS
Shares Held
985
Value
$235.79K
Cummins Inc.
CMI
Shares Held
957
Value
$404.08K
Accenture plc
ACN
Shares Held
943
Value
$232.54K
Trane Technologies plc
TT
Shares Held
890
Value
$375.54K
Adobe Inc.
ADBE
Shares Held
804
Value
$283.61K
IDEXX Laboratories, Inc.
IDXX
Shares Held
797
Value
$509.19K
S&P Global Inc.
SPGI
Shares Held
768
Value
$373.79K
Evercore Inc.
EVR
Shares Held
755
Value
$254.68K
General Dynamics Corporation
GD
Shares Held
630
Value
$214.79K
McKesson Corporation
MCK
Shares Held
320
Value
$247.21K
ServiceNow, Inc.
NOW
Shares Held
214
Value
$196.94K
KLA Corporation
KLAC
Shares Held
207
Value
$223.27K
Berkshire Hathaway Inc.
BRK-A
Shares Held
1
Value
$754.20K