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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 Q1 2025 · Filed May 15, 2025 · Accession 0001278573-25-000006

Total Value
$3.17B
Positions
260
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (260)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL803,984$178.6M5.63%
2ISHARES TR4642872261,446,048$143.0M4.51%
3SPDR SER TR78464A763702,637$95.3M3.00%
4ISHARES TR464287804796,785$83.3M2.63%
5ISHARES TR464288653779,335$80.9M2.55%
6ISHARES TR46429B747741,426$76.7M2.42%
7ISHARES U S ETF TR46431W705815,863$75.3M2.37%
8ISHARES TR4642886461,409,492$73.8M2.33%
9ISHARES TR464287200125,704$70.6M2.23%
10COSTCO WHSL CORP NEW22160K10573,374$69.4M2.19%
11ISHARES INC46434G1031,268,425$68.5M2.16%
12VISA INCV179,249$62.8M1.98%
13ISHARES TR464287697618,761$62.8M1.98%
14AMAZON COM INCAMZN314,493$59.8M1.89%
15ISHARES TR4642875071,006,223$58.7M1.85%
16ISHARES TR464287549646,591$58.6M1.85%
17MASTERCARD INCORPORATEDMA103,256$56.6M1.78%
18VANGUARD INDEX FDS922908736150,209$55.7M1.76%
19JPMORGAN CHASE & CO.VYLD220,545$54.1M1.70%
20MICROSOFT CORPMSFT143,533$53.9M1.70%
21ALPHABET INCGOOG321,336$49.7M1.57%
22SPDR SER TR78464A4741,600,722$48.2M1.52%
23COLGATE PALMOLIVE COCL507,110$47.5M1.50%
24JOHNSON & JOHNSONJNJ280,228$46.5M1.46%
25ISHARES TR46434V613924,961$42.6M1.34%
26BERKSHIRE HATHAWAY INC DELBRK-A75,559$40.2M1.27%
27SCHWAB STRATEGIC TR8085248391,691,302$39.2M1.23%
28DANAHER CORPORATION235851102174,923$35.9M1.13%
29ISHARES TR464287465432,349$35.3M1.11%
30ABBOTT LABSABLZF241,523$32.0M1.01%
31TJX COS INC NEW872540109262,818$32.0M1.01%
32WASTE MGMT INC DEL94106L109134,519$31.1M0.98%
33AMERICAN EXPRESS COAXP109,795$29.5M0.93%
34DISNEY WALT CO254687106294,018$29.0M0.91%
35INTERCONTINENTAL EXCHANGE IN45866F104167,347$28.9M0.91%
36PIMCO ETF TR72201R833283,616$28.5M0.90%
37WALMART INCWMT314,012$27.6M0.87%
38ISHARES TR46432F859555,087$26.8M0.85%
39QUALCOMM INCQCOM174,040$26.7M0.84%
40AFLAC INCAFL236,338$26.3M0.83%
41STRYKER CORPORATIONSYK69,638$25.9M0.82%
42BLACKSTONE INCBX184,173$25.7M0.81%
43ECOLAB INCECL101,404$25.7M0.81%
44MCDONALDS CORPMCD81,865$25.6M0.81%
45ISHARES TR46429B655498,251$25.4M0.80%
46SCHWAB STRATEGIC TR8085242011,134,415$25.0M0.79%
47CAPITAL ONE FINL CORP14040H105138,448$24.8M0.78%
48ANALOG DEVICES INCADI122,724$24.7M0.78%
49ELI LILLY & COLLY29,772$24.6M0.77%
50GLOBAL X FDS37954Y673641,665$24.2M0.76%
51VERIZON COMMUNICATIONS INCVZ511,698$23.2M0.73%
52AMPLIFY ETF TR032108664317,461$22.8M0.72%
53FORTIVE CORPFTV311,366$22.8M0.72%
54AMERICAN TOWER CORP NEW03027X100102,476$22.3M0.70%
55ANSYS INC03662Q10570,080$22.2M0.70%
56OREILLY AUTOMOTIVE INC67103H10714,840$21.3M0.67%
57ZOETIS INCZTS128,086$21.1M0.66%
58MERCK & CO INCMRK220,455$19.8M0.62%
59ISHARES TR46435G417452,304$19.6M0.62%
60PFIZER INCPFE772,400$19.6M0.62%
61ASML HOLDING N VASMLF29,034$19.2M0.61%
62ISHARES TR464288596182,656$19.0M0.60%
63THERMO FISHER SCIENTIFIC INCTMO37,444$18.6M0.59%
64NOVO-NORDISK A SNONOF244,604$17.0M0.54%
65ROSS STORES INCROST115,637$14.8M0.47%
66ISHARES TR46435U549280,437$13.3M0.42%
67ISHARES TR464288448413,353$12.8M0.40%
68ISHARES TR464288620242,091$12.4M0.39%
69VANGUARD INDEX FDS92290863747,945$12.3M0.39%
70SPDR S&P 500 ETF TRSPY21,757$12.2M0.38%
71NVIDIA CORPORATIONNVDA108,114$11.7M0.37%
72WISDOMTREE TRWT224,545$11.1M0.35%
73WISDOMTREE TRWT309,034$9.9M0.31%
74INVESCO QQQ TRIVZ19,764$9.3M0.29%
75PROCTER AND GAMBLE CO74271810953,364$9.1M0.29%
76PIMCO ETF TR72201R77592,547$8.6M0.27%
77ISHARES TR46435G243333,853$8.3M0.26%
78VANGUARD WORLD FD92191087341,367$8.3M0.26%
79INVESCO EXCHANGE TRADED FD TIVZ236,731$8.1M0.26%
80UNILEVER PLCUNLYF132,818$7.9M0.25%
81ISHARES TR46428727580,916$7.9M0.25%
82LOCKHEED MARTIN CORPLMT16,336$7.3M0.23%
83KIMBERLY-CLARK CORPKMB50,383$7.2M0.23%
84COCA COLA COKO99,217$7.1M0.22%
85ISHARES TR46436E71865,636$6.6M0.21%
86ISHARES TR464288638120,340$6.3M0.20%
87TESLA INCTSLA23,276$6.0M0.19%
88SCHWAB STRATEGIC TR808524102272,995$5.9M0.19%
89VANGUARD INDEX FDS92290836311,270$5.8M0.18%
90PEPSICO INCPEP36,663$5.5M0.17%
91CHEVRON CORP NEWCVX32,408$5.4M0.17%
92VANGUARD INDEX FDS92290874430,781$5.3M0.17%
93SELECT SECTOR SPDR TR81369Y30863,140$5.2M0.16%
94PIMCO ETF TR72201R64351,199$5.1M0.16%
95SCHWAB STRATEGIC TR808524805250,811$5.0M0.16%
96ISHARES TR46428762216,150$5.0M0.16%
97VANGUARD WORLD FD92204A50418,298$4.8M0.15%
98BROADCOM INCAVGO28,569$4.8M0.15%
99ALPHABET INCGOOG29,452$4.6M0.14%
100PALANTIR TECHNOLOGIES INCPLTR51,830$4.4M0.14%
101META PLATFORMS INCMETA7,129$4.1M0.13%
102ISHARES TR46428880230,381$3.5M0.11%
103SPDR SER TR78464A649122,898$3.1M0.10%
104SCHWAB STRATEGIC TR808524706110,749$3.1M0.10%
105SCHWAB STRATEGIC TR808524607125,994$3.0M0.09%
106CINTAS CORPCTAS14,120$2.9M0.09%
107VANECK ETF TRUST92189F67613,253$2.8M0.09%
108INVESCO EXCH TRADED FD TR IIIVZ115,647$2.4M0.08%
109VANGUARD INDEX FDS92290855325,685$2.3M0.07%
110ISHARES TR46434V86043,214$2.2M0.07%
111VANGUARD WORLD FD92204A1086,589$2.1M0.07%
112ISHARES TR46428868767,007$2.1M0.06%
113ISHARES TR46428881033,484$2.0M0.06%
114ISHARES TR46428771373,306$2.0M0.06%
115SCHWAB STRATEGIC TR80852450871,808$1.9M0.06%
116VERTEX PHARMACEUTICALS INCVRTX3,277$1.6M0.05%
117HOME DEPOT INCHD4,293$1.6M0.05%
118EXXON MOBIL CORPXOM13,075$1.6M0.05%
119DBX ETF TR23305115029,139$1.5M0.05%
120ISHARES TR46428867912,974$1.4M0.05%
121VANGUARD INDEX FDS9229086527,590$1.3M0.04%
122ADVANCED MICRO DEVICES INCAMD12,621$1.3M0.04%
123PIMCO ETF TR72201R20523,724$1.3M0.04%
124SCHWAB STRATEGIC TR80852430049,287$1.2M0.04%
125NETFLIX INCNFLX1,285$1.2M0.04%
126BLACKROCK INCBLK1,248$1.2M0.04%
127ISHARES TR4642876143,184$1.1M0.04%
128SCHWAB CHARLES CORPSCHW-PJ13,712$1.1M0.03%
129AUTOMATIC DATA PROCESSING INADP3,464$1.1M0.03%
130ISHARES TR46428835618,500$1.0M0.03%
131VANGUARD INDEX FDS9229087693,718$1.0M0.03%
132ISHARES TR46432F84212,828$970,4630.03%
133INTERNATIONAL BUSINESS MACHSINTR3,751$932,7240.03%
134ISHARES TR4642885709,091$931,0090.03%
135ISHARES TR4642881588,453$892,6370.03%
136APPLIED MATLS INC0382221056,110$886,6850.03%
137UNITED SEC BANCSHARES CALIFUNTCW94,506$846,7730.03%
138INVESCO EXCH TRADED FD TR IIIVZ35,256$840,8560.03%
139ORACLE CORPORCL-PD5,914$826,7740.03%
140BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.03%
141ISHARES U S ETF TR46431W81230,555$733,6200.02%
142SOUTHERN COSOMN7,076$650,6380.02%
143SCHWAB STRATEGIC TR80852472224,065$647,8430.02%
144VANGUARD WHITEHALL FDS9219464065,019$647,3140.02%
145SCHWAB STRATEGIC TR80852479723,026$643,7960.02%
146MORGAN STANLEYMS-PQ5,486$640,0520.02%
147SPDR DOW JONES INDL AVERAGE78467X1091,497$628,5020.02%
148CISCO SYS INCCSCO10,003$617,2680.02%
149BLACKROCK MUNIHLDNGS CALI QLBLK57,048$610,9840.02%
150RTX CORPORATIONRTX4,611$610,7730.02%
151VANGUARD WORLD FD92191072510,322$608,7920.02%
152DUKE ENERGY CORP NEWDUKB4,985$608,0200.02%
153VANGUARD SPECIALIZED FUNDS9219088443,097$600,8030.02%
154BOEING COBA-PA3,510$598,5750.02%
155INVESCO EXCHANGE TRADED FD TIVZ3,438$595,5940.02%
156BANK AMERICA CORP06050510413,866$578,6240.02%
157ISHARES TR46434V3819,959$573,2200.02%
158EDWARDS LIFESCIENCES CORPEW7,801$565,4160.02%
159VANGUARD WORLD FD9219107335,708$559,0990.02%
160SPDR SER TR78464A84710,736$549,4680.02%
161CONOCOPHILLIPSCOP5,127$538,4000.02%
162DIMENSIONAL ETF TRUST25434V70816,194$534,2400.02%
163PALO ALTO NETWORKS INCPANW3,100$528,9840.02%
164GLOBAL X FDS37954Y62424,726$522,6970.02%
165PHILIP MORRIS INTL INC7181721093,104$492,6750.02%
166GOLDMAN SACHS GROUP INCGSCE898$490,4850.02%
167NUSHARES ETF TRNU12,660$485,3840.02%
168STARBUCKS CORPSBUX4,942$484,7120.02%
169SELECT SECTOR SPDR TR81369Y6059,594$477,8690.02%
170HONEYWELL INTL INC4385161062,247$475,8020.01%
171ISHARES TR46429B6633,896$471,9250.01%
172MARATHON PETE CORPMARA3,225$469,8500.01%
173TRAVELERS COMPANIES INCTRV1,683$445,0280.01%
174TESLA INCTSLA4,100$444,7480.01%
175ABBVIE INCABBV2,093$438,5100.01%
176AMGEN INCAMGN1,364$424,9000.01%
177ISHARES TR46434V6216,724$415,4310.01%
178PROLOGIS INC.PLDGP3,676$410,8900.01%
179S&P GLOBAL INCSPGI805$409,0210.01%
180VANGUARD WORLD FD92204A702741$402,0470.01%
181SCHWAB STRATEGIC TR80852477116,968$400,6140.01%
182ISHARES TR46435G4253,257$397,0610.01%
183SSGA ACTIVE ETF TR78467V7079,706$394,5490.01%
184CATERPILLAR INCCAT1,194$393,7740.01%
185VANGUARD INDEX FDS9229087511,761$390,4580.01%
186INTUITIVE SURGICAL INCISRG783$387,7960.01%
187NETEASE INCNETTF3,740$384,9210.01%
188GLOBAL X FDS37954Y8559,815$380,8280.01%
189RPM INTL INC7496851033,292$380,7620.01%
190ISHARES TR46429B6974,010$375,5590.01%
191CORNING INCGLW8,154$373,2960.01%
192PIPER SANDLER COMPANIESPIPR1,489$368,7660.01%
193YUM BRANDS INCYUM2,279$358,6230.01%
194CSW INDUSTRIALS INCCSW1,230$358,5700.01%
195GILEAD SCIENCES INCGILD3,199$358,4740.01%
196WELLS FARGO CO NEW9497461014,786$343,5710.01%
197CROWDSTRIKE HLDGS INCCRWD959$338,1240.01%
198IDEXX LABS INC45168D104781$327,9810.01%
199SPDR SER TR78468R6633,543$324,9990.01%
200SALESFORCE INCCRM1,197$321,1100.01%
201NEXTERA ENERGY INCNEE-PW4,461$316,2730.01%
202IRON MTN INC DEL46284V1013,646$313,7020.01%
203INTEL CORPINTC13,279$301,5630.01%
204EVERSOURCE ENERGYES4,836$300,3910.01%
205TEXAS INSTRS INC8825081041,655$297,3470.01%
206VANGUARD INTL EQUITY INDEX F9220428586,417$290,4330.01%
207TAIWAN SEMICONDUCTOR MFG LTD8740391001,719$285,3540.01%
208T-MOBILE US INCTMUSZ1,064$283,7790.01%
209ADOBE INCADBE738$283,0450.01%
210UNITEDHEALTH GROUP INCUNH537$281,0170.01%
211NICE LTDNCSYF1,781$274,5770.01%
212ASP ISOTOPES INCASPI56,964$267,1610.01%
213ISHARES TR4642876481,037$265,0350.01%
214SPDR SER TR78468R5232,547$253,4010.01%
215MARSH & MCLENNAN COS INC5717481021,033$252,0830.01%
216CUMMINS INCCMI803$251,6920.01%
217EQUITY LIFESTYLE PPTYS INC29472R1083,731$248,8530.01%
218ISHARES TR4642871762,238$248,6190.01%
219SPDR SER TR78464A2927,621$246,8440.01%
220EPLUS INCPLUS4,000$244,1200.01%
221OLD REP INTL CORP6802231046,176$242,2050.01%
222LAM RESEARCH CORPLRCX3,320$241,3640.01%
223ISHARES TR4642881092,955$240,6850.01%
224WEAVE COMMUNICATIONS INCWEAV21,410$237,4370.01%
225ISHARES TR4642871192,931$237,3820.01%
226SCHWAB STRATEGIC TR8085247556,555$236,9100.01%
227SEMPRASREA3,207$228,8460.01%
228VANGUARD STAR FDS9219097683,550$220,4550.01%
229ALLSTATE CORPALL-PJ1,022$211,6260.01%
230SCHWAB STRATEGIC TR8085244097,850$208,6550.01%
231MCKESSON CORPMCK310$208,6270.01%
232T ROWE PRICE ETF INC87283Q1075,458$207,8950.01%
233NIKE INCNKE3,204$203,4010.01%
234VANGUARD ADMIRAL FDS INC921932505602$201,3570.01%
235ISHARES TR4642876551,005$200,4870.01%
236RESEARCH FRONTIERS INCREFR164,703$186,1140.01%
237FORD MTR CO34537086012,516$125,5320.00%
238NVIDIA CORPORATIONNVDA1,000$69,2750.00%
239BROADCOM INCAVGO1,000$35,1750.00%
240BROADCOM INCAVGO1,000$22,9750.00%
241TESLA INCTSLA500$19,2500.00%
242SPDR S&P 500 ETF TRSPY100$18,5620.00%
243NETFLIX INCNFLX100$16,8330.00%
244META PLATFORMS INCMETA100$15,0100.00%
245BROADCOM INCAVGO1,000$13,1750.00%
246MICROSOFT CORPMSFT100$11,6150.00%
247AMAZON COM INCAMZN100$10,9050.00%
248JPMORGAN CHASE & CO.VYLD100$10,6450.00%
249APPLE INCAAPL100$8,8550.00%
250CINTAS CORPCTAS1,000$7,1500.00%
251BLACKSTONE INCBX100$5,4980.00%
252ANALOG DEVICES INCADI500$5,1750.00%
253WASTE MGMT INC DEL94106L109100$4,0800.00%
254ALPHABET INCGOOG100$3,4850.00%
255IRON MTN INC DEL46284V101100$2,9900.00%
256CINTAS CORPCTAS1,000$2,8750.00%
257ANALOG DEVICES INCADI500$2,5250.00%
258ANALOG DEVICES INCADI500$2,3250.00%
259SELECT SECTOR SPDR TR81369Y308100$9380.00%
260SCHWAB STRATEGIC TR808524797300$6680.00%