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Institutional Investment Manager
Destination Wealth Management
Destination Wealth Management (CIK: 0001278573) incorporated in Delaware, located at 1255 Treat Blvd. Suite 900, Walnut Creek, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q1)
Portfolio Summary: 104 holdings with a total value of $922,627,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 CONOCOPHILLIPS 4,408 274,000 0.03%
102 SCHWAB INTERNATIONAL EQUITY ETF 7,948 240,000 0.03%
103 WELLS FARGO & CO NEW 4,170 227,000 0.02%
104 ADVANCED MICRO DEVICES INC 10,000 10,000 0.00% PRN
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001278573-15-000004, filed 2015.04.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.