Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Destination Wealth Management

Quarter ended Q4 2024 · Filed February 7, 2025 · Accession 0001278573-25-000002

Total Value
$3.20B
Positions
250
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (250)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL832,120$208.4M6.52%
2ISHARES TR4642872261,375,087$133.2M4.17%
3SPDR SER TR78464A763695,990$91.9M2.88%
4ISHARES TR464287804774,576$89.2M2.79%
5ISHARES TR464287200124,387$73.2M2.29%
6ISHARES U S ETF TR46431W705789,027$73.2M2.29%
7ISHARES TR46429B747722,543$72.7M2.27%
8ISHARES TR464288653724,813$72.1M2.26%
9ISHARES TR4642886461,382,364$71.5M2.24%
10AMAZON COM INCAMZN318,183$69.8M2.18%
11COSTCO WHSL CORP NEW22160K10574,459$68.2M2.13%
12ISHARES INC46434G1031,255,378$65.6M2.05%
13ISHARES TR464287549641,603$65.5M2.05%
14VANGUARD INDEX FDS922908736152,479$62.6M1.96%
15ISHARES TR464287507994,720$62.0M1.94%
16ALPHABET INCGOOG322,076$61.0M1.91%
17ISHARES TR464287697621,603$59.8M1.87%
18MICROSOFT CORPMSFT140,596$59.3M1.85%
19VISA INCV184,426$58.3M1.82%
20MASTERCARD INCORPORATEDMA105,680$55.6M1.74%
21JPMORGAN CHASE & CO.VYLD229,392$55.0M1.72%
22SCHWAB STRATEGIC TR8085248392,419,062$54.9M1.72%
23SPDR SER TR78464A4741,608,497$48.0M1.50%
24COLGATE PALMOLIVE COCL498,672$45.3M1.42%
25ISHARES TR46434V613891,091$40.3M1.26%
26JOHNSON & JOHNSONJNJ271,859$39.3M1.23%
27DANAHER CORPORATION235851102163,363$37.5M1.17%
28SCHWAB STRATEGIC TR8085242011,497,843$34.7M1.09%
29BERKSHIRE HATHAWAY INC DELBRK-A76,468$34.7M1.08%
30AMERICAN EXPRESS COAXP113,561$33.7M1.05%
31DISNEY WALT CO254687106298,396$33.2M1.04%
32ISHARES TR464287465436,776$33.0M1.03%
33TJX COS INC NEW872540109267,904$32.4M1.01%
34BLACKSTONE INCBX187,424$32.3M1.01%
35WALMART INCWMT332,071$30.0M0.94%
36PIMCO ETF TR72201R833279,599$28.1M0.88%
37WASTE MGMT INC DEL94106L109136,406$27.5M0.86%
38ABBOTT LABSABLZF242,463$27.4M0.86%
39QUALCOMM INCQCOM173,373$26.6M0.83%
40GLOBAL X FDS37954Y673640,544$25.9M0.81%
41ANALOG DEVICES INCADI121,534$25.8M0.81%
42ISHARES TR46432F859538,537$25.7M0.80%
43CAPITAL ONE FINL CORP14040H105143,403$25.6M0.80%
44STRYKER CORPORATIONSYK70,052$25.2M0.79%
45INTERCONTINENTAL EXCHANGE IN45866F104168,921$25.2M0.79%
46AFLAC INCAFL239,323$24.8M0.77%
47ISHARES TR46429B655479,833$24.4M0.76%
48AMPLIFY ETF TR032108664325,959$24.3M0.76%
49MCDONALDS CORPMCD82,077$23.8M0.74%
50ECOLAB INCECL101,487$23.8M0.74%
51FORTIVE CORPFTV314,096$23.6M0.74%
52ANSYS INC03662Q10569,328$23.4M0.73%
53ELI LILLY & COLLY27,580$21.3M0.67%
54MERCK & CO INCMRK211,910$21.1M0.66%
55ZOETIS INCZTS125,086$20.4M0.64%
56ASML HOLDING N VASMLF28,443$19.7M0.62%
57VERIZON COMMUNICATIONS INCVZ490,299$19.6M0.61%
58THERMO FISHER SCIENTIFIC INCTMO35,725$18.6M0.58%
59ISHARES TR46435G417435,400$18.5M0.58%
60PFIZER INCPFE683,671$18.1M0.57%
61ISHARES TR464288596176,681$18.1M0.56%
62AMERICAN TOWER CORP NEW03027X10096,775$17.7M0.56%
63ROSS STORES INCROST113,777$17.2M0.54%
64OREILLY AUTOMOTIVE INC67103H10714,465$17.2M0.54%
65NOVO-NORDISK A SNONOF196,143$16.9M0.53%
66ISHARES TR46435U549278,431$12.9M0.40%
67VANGUARD INDEX FDS92290863747,670$12.9M0.40%
68SPDR S&P 500 ETF TRSPY21,311$12.5M0.39%
69ISHARES TR464288620235,953$11.9M0.37%
70WISDOMTREE TRWT228,287$11.6M0.36%
71ISHARES TR464288448411,706$11.3M0.35%
72WISDOMTREE TRWT312,153$10.7M0.34%
73NVIDIA CORPORATIONNVDA73,285$9.8M0.31%
74PROCTER AND GAMBLE CO74271810955,857$9.4M0.29%
75INVESCO EXCHANGE TRADED FD TIVZ239,355$9.0M0.28%
76TESLA INCTSLA21,933$8.9M0.28%
77VANGUARD WORLD FD92191087341,016$8.7M0.27%
78PIMCO ETF TR72201R77593,677$8.5M0.26%
79INVESCO QQQ TRIVZ16,303$8.3M0.26%
80ISHARES TR46435G243334,971$8.3M0.26%
81ISHARES TR46428727584,258$8.1M0.25%
82LOCKHEED MARTIN CORPLMT16,397$8.0M0.25%
83UNILEVER PLCUNLYF134,650$7.6M0.24%
84SCHWAB STRATEGIC TR808524102327,094$7.4M0.23%
85KIMBERLY-CLARK CORPKMB50,435$6.6M0.21%
86ISHARES TR46436E71863,634$6.4M0.20%
87COCA COLA COKO101,456$6.3M0.20%
88PEPSICO INCPEP38,198$5.8M0.18%
89ISHARES TR464288638112,096$5.8M0.18%
90ALPHABET INCGOOG29,350$5.6M0.17%
91ISHARES TR46428762216,881$5.4M0.17%
92SCHWAB STRATEGIC TR808524805290,910$5.4M0.17%
93VANGUARD INDEX FDS92290874429,503$5.0M0.16%
94PIMCO ETF TR72201R64350,317$5.0M0.15%
95SELECT SECTOR SPDR TR81369Y30862,102$4.9M0.15%
96CHEVRON CORP NEWCVX32,267$4.7M0.15%
97VANGUARD WORLD FD92204A50418,045$4.6M0.14%
98BROADCOM INCAVGO19,080$4.4M0.14%
99META PLATFORMS INCMETA6,765$4.0M0.12%
100SPDR SER TR78464A649150,253$3.8M0.12%
101ISHARES TR46428880229,802$3.6M0.11%
102SCHWAB STRATEGIC TR808524607128,505$3.3M0.10%
103SCHWAB STRATEGIC TR808524706116,139$3.1M0.10%
104CINTAS CORPCTAS14,165$2.6M0.08%
105VANGUARD WORLD FD92204A1086,836$2.6M0.08%
106INVESCO EXCH TRADED FD TR IIIVZ115,472$2.4M0.08%
107VANGUARD INDEX FDS92290855325,910$2.3M0.07%
108SCHWAB STRATEGIC TR80852450880,211$2.2M0.07%
109ISHARES TR46428868767,752$2.1M0.07%
110ISHARES TR46434V86041,105$2.1M0.06%
111ISHARES TR46428771375,221$2.0M0.06%
112VANGUARD INDEX FDS9229083633,742$2.0M0.06%
113ISHARES TR46428881033,652$2.0M0.06%
114HOME DEPOT INCHD4,395$1.7M0.05%
115DBX ETF TR23305115031,092$1.7M0.05%
116ADVANCED MICRO DEVICES INCAMD12,327$1.5M0.05%
117EXXON MOBIL CORPXOM13,622$1.5M0.05%
118VERTEX PHARMACEUTICALS INCVRTX3,529$1.4M0.04%
119SCHWAB STRATEGIC TR80852430050,946$1.4M0.04%
120BLACKROCK INCBLK1,245$1.3M0.04%
121ISHARES TR4642876143,092$1.2M0.04%
122ISHARES TR46428867910,996$1.2M0.04%
123NETFLIX INCNFLX1,289$1.1M0.04%
124ORACLE CORPORCL-PD6,536$1.1M0.03%
125APPLIED MATLS INC0382221056,526$1.1M0.03%
126SCHWAB CHARLES CORPSCHW-PJ14,306$1.1M0.03%
127ISHARES TR46428835617,501$1.0M0.03%
128PIMCO ETF TR72201R20518,801$983,2520.03%
129ISHARES TR4642885708,827$973,1770.03%
130UNITED SEC BANCSHARES CALIFUNTCW94,506$954,5100.03%
131ISHARES TR46432F84211,727$824,1970.03%
132INTERNATIONAL BUSINESS MACHSINTR3,720$817,7340.03%
133INVESCO EXCH TRADED FD TR IIIVZ32,359$799,2670.02%
134VANGUARD INDEX FDS9229087692,648$767,4490.02%
135ISHARES U S ETF TR46431W81230,460$740,7890.02%
136BOEING COBA-PA3,856$682,4540.02%
137BANK AMERICA CORP06050510415,366$675,3280.02%
138ISHARES TR4642881586,361$670,9580.02%
139NUSHARES ETF TRNU15,735$659,0130.02%
140VANGUARD WHITEHALL FDS9219464065,023$640,9470.02%
141SPDR DOW JONES INDL AVERAGE78467X1091,498$637,4120.02%
142WELLS FARGO CO NEW9497461018,931$627,3190.02%
143SOUTHERN COSOMN7,423$611,0610.02%
144BLACKROCK MUNIHLDNGS CALI QLBLK57,048$606,4200.02%
145VANGUARD WORLD FD9219107335,708$598,7120.02%
146ISHARES TR46434V38110,010$597,1760.02%
147GLOBAL X FDS37954Y62426,005$597,0830.02%
148VANGUARD WORLD FD92191072510,322$585,2570.02%
149EDWARDS LIFESCIENCES CORPEW7,893$584,3190.02%
150HONEYWELL INTL INC4385161062,552$576,4710.02%
151SPDR SER TR78464A84710,522$575,4480.02%
152DIMENSIONAL ETF TRUST25434V70816,513$571,1850.02%
153SCHWAB STRATEGIC TR80852479720,905$571,1200.02%
154VANGUARD SPECIALIZED FUNDS9219088442,897$567,2750.02%
155INVESCO EXCHANGE TRADED FD TIVZ3,199$560,6380.02%
156ADOBE INCADBE1,236$549,6440.02%
157DUKE ENERGY CORP NEWDUKB4,976$536,1140.02%
158MORGAN STANLEYMS-PQ4,203$528,4010.02%
159CONOCOPHILLIPSCOP5,111$506,8390.02%
160CISCO SYS INCCSCO8,385$496,4060.02%
161GOLDMAN SACHS GROUP INCGSCE853$488,4450.02%
162SELECT SECTOR SPDR TR81369Y60510,066$486,4930.02%
163VANGUARD WORLD FD92204A702771$479,4080.01%
164ABBVIE INCABBV2,666$473,7010.01%
165ISHARES TR46429B6634,196$471,0820.01%
166AUTOMATIC DATA PROCESSING INADP1,560$456,6590.01%
167MARATHON PETE CORPMARA3,225$449,8880.01%
168PIPER SANDLER COMPANIESPIPR1,486$445,7260.01%
169STARBUCKS CORPSBUX4,883$445,5520.01%
170CSW INDUSTRIALS INCCSW1,228$433,2380.01%
171VANGUARD INDEX FDS9229087511,754$421,4510.01%
172ISHARES TR46435G4253,213$413,8990.01%
173WEAVE COMMUNICATIONS INCWEAV25,986$413,6970.01%
174SALESFORCE INCCRM1,237$413,5650.01%
175ISHARES TR46434V6216,689$410,3120.01%
176TRAVELERS COMPANIES INCTRV1,683$405,3650.01%
177RPM INTL INC7496851033,279$403,5540.01%
178PROLOGIS INC.PLDGP3,788$400,4400.01%
179SSGA ACTIVE ETF TR78467V7079,706$392,2190.01%
180AMGEN INCAMGN1,481$386,1360.01%
181CORNING INCGLW8,105$385,1550.01%
182IRON MTN INC DEL46284V1013,646$383,2310.01%
183SPDR SER TR78468R6634,095$374,4060.01%
184INTUITIVE SURGICAL INCISRG717$374,2450.01%
185S&P GLOBAL INCSPGI749$373,0240.01%
186GILEAD SCIENCES INCGILD3,919$361,9660.01%
187ISHARES TR4642871763,318$353,5330.01%
188ISHARES TR46429B6973,865$343,1560.01%
189VANGUARD INTL EQUITY INDEX F9220427755,975$343,0250.01%
190NETEASE INCNETTF3,760$335,4300.01%
191GLOBAL X FDS37954Y8558,180$333,5800.01%
192TAIWAN SEMICONDUCTOR MFG LTD8740391001,659$327,6360.01%
193SERVICENOW INCNOW309$327,5770.01%
194IDEXX LABS INC45168D104773$319,5890.01%
195ISHARES TR4642876481,092$314,2100.01%
196TEXAS INSTRS INC8825081041,654$310,1220.01%
197YUM BRANDS INCYUM2,284$306,4700.01%
198RTX CORPORATIONRTX2,618$302,9550.01%
199NICE LTDNCSYF1,781$302,4850.01%
200INTEL CORPINTC15,032$301,3940.01%
201EPLUS INCPLUS4,000$295,5200.01%
202UNITEDHEALTH GROUP INCUNH568$287,4820.01%
203EVERSOURCE ENERGYES5,000$287,1750.01%
204ISHARES TR4642874573,325$272,5840.01%
205MARSH & MCLENNAN COS INC5717481021,282$272,3100.01%
206ISHARES INC4642861459,968$270,5320.01%
207CATERPILLAR INCCAT741$268,9550.01%
208SPDR SER TR78464A2927,985$263,4250.01%
209ISHARES TR4642871192,931$262,6180.01%
210NEXTERA ENERGY INCNEE-PW3,572$256,1110.01%
211PALANTIR TECHNOLOGIES INCPLTR3,379$255,5540.01%
212VANGUARD SCOTTSDALE FDS92206C8703,175$254,8570.01%
213T-MOBILE US INCTMUSZ1,152$254,2810.01%
214SELECT SECTOR SPDR TR81369Y8031,089$253,1650.01%
215CALIFORNIA BANCORPBCAL15,290$252,8970.01%
216SPDR SER TR78468R5232,547$252,5350.01%
217EQUITY LIFESTYLE PPTYS INC29472R1083,704$246,6700.01%
218CUMMINS INCCMI701$244,3690.01%
219LAM RESEARCH CORPLRCX3,320$239,8040.01%
220ISHARES TR4642881092,955$239,2960.01%
221T ROWE PRICE ETF INC87283Q1075,458$229,8360.01%
222VANGUARD STAR FDS9219097683,860$227,4700.01%
223OLD REP INTL CORP6802231046,210$224,7510.01%
224SCHWAB STRATEGIC TR8085247719,354$221,5030.01%
225ISHARES TR4642882404,095$213,5950.01%
226ISHARES TR4642876301,292$212,1210.01%
227ISHARES TR464287655953$210,5750.01%
228SEMPRASREA2,295$201,3320.01%
229FORD MTR CO34537086015,269$151,1630.00%
230NVIDIA CORPORATIONNVDA1,000$99,4170.00%
231COSTCO WHSL CORP NEW22160K105100$42,3100.00%
232SPDR S&P 500 ETF TRSPY100$21,8330.00%
233MICROSOFT CORPMSFT100$16,4580.00%
234META PLATFORMS INCMETA100$16,3700.00%
235WALMART INCWMT300$15,2200.00%
236AMAZON COM INCAMZN100$13,9850.00%
237APPLE INCAAPL100$11,8550.00%
238BROADCOM INCAVGO1,000$10,3500.00%
239JPMORGAN CHASE & CO.VYLD100$10,2250.00%
240BLACKSTONE INCBX100$8,7630.00%
241ALPHABET INCGOOG100$6,6300.00%
242BROADCOM INCAVGO1,000$5,6250.00%
243IRON MTN INC DEL46284V101100$4,8250.00%
244WASTE MGMT INC DEL94106L109100$2,0600.00%
245ANALOG DEVICES INCADI500$1,8750.00%
246ANALOG DEVICES INCADI500$1,6130.00%
247SCHWAB STRATEGIC TR808524797300$7280.00%
248SELECT SECTOR SPDR TR81369Y308100$7000.00%
249APPLE INCAAPL4,000$600.00%
250APPLE INCAAPL5,000$250.00%