Avoid Fraud, Get The Facts, And Find The Best
Legal Name: DESTINATION WEALTH MANAGEMENT
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 19, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
ISHARES TR (464287549)
|
221,094 |
$47,679k |
|
DISNEY WALT CO (254687106)
|
245,570 |
$34,291k |
|
DANAHER CORP (235851102)
|
209,419 |
$29,930k |
|
STRYKER CORP (863667101)
|
139,677 |
$28,715k |
|
PFIZER INC (717081103)
|
466,609 |
$20,214k |
|
ABBOTT LABS (002824100)
|
237,468 |
$19,971k |
|
VANGUARD INDEX FDS (922908637)
|
100,149 |
$13,492k |
|
ETF MANAGERS TR (26924G201)
|
308,070 |
$12,252k |
|
ISHARES GLOBAL MATERIALS ETF (464288695)
|
100,457 |
$6,548k |
|
PIMCO ETF TR (72201R775)
|
37,221 |
$4,000k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
8,091 |
$2,371k |
|
SCHWAB STRATEGIC TR (808524706)
|
29,942 |
$786k |
|
BOSTON SCIENTIFIC (101137107)
|
12,988 |
$558k |
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
2,441 |
$276k |
|
ADOBE INC (00724F101)
|
892 |
$263k |
|
Occidental Petroleum Corp (674599105)
|
4,972 |
$250k |
|
RAYTHEON (755111507)
|
1,402 |
$244k |
|
MPLX LP (55336V100)
|
6,051 |
$195k |
|
American Express Co. (025816109)
|
1,053 |
$130k |
|
OLD REP INTL CORP (680223104)
|
5,519 |
$124k |
|
Marathon Petroleum Corp (56585A102)
|
2,000 |
$112k |
|
iShares Short Term Nat'l Muni (464288158)
|
1,009 |
$108k |
|
GENERAL ELECTRIC CO (369604103)
|
9,348 |
$98k |
|
BWX Technologies (BWXT) (05605H100)
|
1,650 |
$86k |
|
YUM CHINA HLDGS INC (98850P109)
|
1,637 |
$76k |
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
1,510 |
$76k |
|
Aegon NV (007924103)
|
14,352 |
$71k |
|
ISHARES TR (464288828)
|
388 |
$66k |
|
STATE STREET CORP (857477103)
|
760 |
$43k |
|
NUSTAR ENERGY LP (67058H102)
|
1,558 |
$42k |
|
HSBC HLDGS PLC (404280406)
|
938 |
$39k |
|
GENUINE PARTS CO (372460105)
|
378 |
$39k |
|
KONINKLIJKE PHILIPSF SPONSORED (500472303)
|
868 |
$38k |
|
SPDR SERIES TRUST (78464A821)
|
666 |
$36k |
|
CAPRI HOLDINGS LIMITED (G1890L107)
|
900 |
$31k |
|
HARRIS CORP DEL (413875105)
|
162 |
$31k |
|
NETAPP INC (64110D104)
|
460 |
$28k |
|
Nucor Corp (670346105)
|
500 |
$28k |
|
Deere & Co (244199105)
|
165 |
$27k |
|
ISHARES TR (464287176)
|
175 |
$20k |
|
INNOVATIVE INDL PPTYS INC (45781V101)
|
150 |
$19k |
|
VANGUARD INTL EQUITY INDEX FD (922042676)
|
291 |
$17k |
|
AMERICAN TOWER CORP NEW (03027X100)
|
31 |
$6k |
|
BECTON DICKINSON (075887109)
|
19 |
$5k |
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
97 |
$4k |
|
SIERRA WIRELESS INC (826516106)
|
337 |
$4k |
|
CENTURYLINK INC (156700106)
|
273 |
$3k |
|
SNAP INC (83304A106)
|
230 |
$3k |
|
THE CHEMOURS COMPANY (163851108)
|
48 |
$1k |
|
TOTAL SYS SVCS INC (891906109)
|
6 |
$1k |
|
AMERN INTL GROUP INC (026874156)
|
26 |
$0k |
|
HERON THERAPEUTICS INC (427746102)
|
2 |
$0k |
|
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