Holdings
Destination Wealth Management
As of Jun 30, 2026, Destination Wealth Management reported 167 positions worth US$1.93B. Largest: Apple Inc, Alphabet Inc (google) Class C and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 846K | US$245M | −11,335 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 359K | US$128M | −12,969 | Jun 30, 2026 |
| Amazon.com, Inc. | 336K | US$80M | +8,153 | Jun 30, 2026 |
| Microsoft Corp. | 204K | US$76.1M | +6,195 | Jun 30, 2026 |
| Johnson & Johnson | 280K | US$71.2M | −2,200 | Jun 30, 2026 |
| Costco Wholesale Corporation | 75,375 | US$70.5M | +602 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 215K | US$70.3M | −955 | Jun 30, 2026 |
| Eli Lilly And Company | 56,810 | US$68.1M | +126 | Jun 30, 2026 |
| Visa Inc. | 187K | US$64M | +1,791 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 118K | US$58.9M | +2,582 | Jun 30, 2026 |