Destination Wealth Management (1278573) Portfolio


Number of Companies: 64
Inflow: $35,941 K
Outflow: $-69,410 K
Net Flow: $-33,468 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2977 67 Qualcomm Inc (QCOM) Semiconductor Devices 319,314 Added More 89,756 $53.57 $4,808 $17,105
3061 12 Chevron Corp (CVX) Integrated Oils 218,960 Added More 25,817 $104.83 $2,706 $22,953
2870 14 Monsanto Co (MON) Agricultural Chemicals 72,219 Added More 21,380 $103.41 $2,210 $7,468
3058 62 Verizon Communications Inc (VZ) Telecom Carriers 200,175 Added More 33,735 $55.84 $1,883 $11,177
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 229,611 Added More 20,033 $93.74 $1,877 $21,523
3067 10 Lockheed Martin Corp (LMT) Defense Primes 12,698 Added More 7,489 $248.17 $1,858 $3,151
3077 22 Procter And Gamble Cothe (PG) Household Products 37,017 Added More 20,353 $84.67 $1,723 $3,134
2914 19 Clorox Company (CLX) Household Products 18,192 Added More 11,342 $138.39 $1,569 $2,517
2996 7 Target Corp (TGT) Mass Merchants 21,212 New Holding 21,212 $69.82 $1,481 $1,481
3040 9 Abbvie Inc (ABBV) Large Pharma 298,112 Added More 22,380 $61.91 $1,385 $18,456
3062 63 Atandt Inc (T) Telecom Carriers 74,541 Added More 31,847 $43.21 $1,376 $3,220
3031 8 Pfizer Inc (PFE) Large Pharma 70,649 Added More 38,570 $35.21 $1,358 $2,487
3012 21 Kimberly-Clark Corp (KMB) Household Products 18,224 Added More 8,305 $137.48 $1,141 $2,505
3029 24 Coca-Cola Cothe (KO) Beverages 44,515 Added More 24,623 $45.33 $1,116 $2,017
2549 16 Unilever Plc (UL) Household Products 39,658 Added More 22,781 $47.91 $1,091 $1,900
3059 25 Pepsico Inc (PEP) Beverages 19,016 Added More 9,393 $105.94 $995 $2,014
2985 20 Colgate-Palmolive Co (CL) Household Products 137,664 Added More 13,100 $73.20 $958 $10,077
2777 25 P G And E Corp (PCG) Integrated Utilities 186,811 Added More 12,146 $63.92 $776 $11,940
158 4 Campbell Soup Co (CPB) Packaged Food 29,778 Added More 11,024 $66.53 $733 $1,981
3016 38 Starbucks Corp (SBUX) Restaurants 9,311 New Holding 9,311 $57.12 $531 $531
2959 33 Duke Energy Corp (DUK) Integrated Utilities 5,011 New Holding 5,011 $85.79 $429 $429
3064 14 Walt Disney Cothe (DIS) Entertainment Content 170,432 Added More 4,363 $97.82 $426 $16,671
3011 13 Citigroup Inc (C) Diversified Banks 170,960 Added More 9,042 $42.39 $383 $7,246
3014 6 Bristol-Myers Squibb Co (BMY) Large Pharma 4,536 New Holding 4,536 $73.55 $333 $333
3074 26 Facebook Inc-A (FB) Internet Media 2,892 New Holding 2,892 $114.28 $330 $330
175 2 3m Co (MMM) Containers And Packaging 1,663 New Holding 1,663 $175.12 $291 $291
3027 7 Comcast Corp-Class A (CMCSA) Cable And Satellite 4,235 New Holding 4,235 $65.19 $276 $276
2767 12 Southwest Airlines Co (LUV) Airlines 6,998 New Holding 6,998 $39.21 $274 $274
2770 8 Caterpillar Inc (CAT) Construction And Mining Machinery 2,909 New Holding 2,909 $75.81 $220 $220
2886 77 Conocophillips (COP) Exploration And Production 5,025 New Holding 5,025 $43.60 $219 $219
2620 48 Helmerich And Payne (HP) Oil And Gas Services And Equip 3,000 New Holding 3,000 $67.13 $201 $201
2976 33 Oracle Corp (ORCL) Infrastructure Software 424,290 Added More 4,873 $40.93 $199 $17,366
3050 14 Wells Fargo And Co (WFC) Diversified Banks 9,138 Added More 3,382 $47.33 $160 $432
3030 69 Intel Corp (INTC) Semiconductor Devices 22,469 Added More 3,933 $32.80 $129 $736
2995 32 Tjx Companies Inc (TJX) Specialty Apparel Stores 122,296 Added More 1,649 $77.23 $127 $9,444
3072 34 Microsoft Corp (MSFT) Infrastructure Software 5,952 Added More 2,083 $51.17 $106 $304
3018 33 Danaher Corp (DHR) Life Science Equipment 95,954 Added More 877 $101.00 $88 $9,691
2421 46 Iamgold Corp (IAG) Precious Metal Mining 10,000 New Holding 10,000 $4.14 $41 $41
574 14 Endeavour Silver Corp (EXK) Precious Metal Mining 10,000 New Holding 10,000 $3.95 $39 $39
480 3 Phillips 66 (PSX) Refining And Marketing 3,030 Added More 472 $79.34 $37 $240
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 4,841 Added More 568 $62.14 $35 $300
1212 141 United Security Bancshareca (UBFO) Banks 88,688 Added More 878 $6.42 $5 $569
2677 18 Nucor Corp (NUE) Steel Producers 5,111 No Change 0 $49.41 $0 $252
1918 216 Cvb Financial Corp (CVBF) Banks 15,635 No Change 0 $16.39 $0 $256
2564 58 Xilinx Inc (XLNX) Semiconductor Devices 7,619 No Change 0 $46.13 $0 $351
1154 27 Biotime Inc (BTX) Specialty Pharma 591,245 Sold Some -1,900 $2.61 $-4 $1,543
2617 3 Csx Corp (CSX) Rail Freight 17,565 Sold Some -775 $26.08 $-20 $458
3019 8 Union Pacific Corp (UNP) Rail Freight 5,873 Sold Some -637 $87.25 $-55 $512
3071 42 Intl Business Machines Corp (IBM) It Services 3,061 Sold Some -396 $151.78 $-60 $464
3047 19 Honeywell International Inc (HON) Comml And Res Bldg Equip And Sys 2,514 Sold Some -718 $116.32 $-83 $292
3076 10 Johnson And Johnson (JNJ) Large Pharma 168,983 Sold Some -982 $121.30 $-119 $20,497
2778 11 Bank Of America Corp (BAC) Diversified Banks 0 Sold All -14,298 $13.27 $-189 $0
2904 10 Ebay Inc (EBAY) Ecommerce Discretionary 0 Sold All -9,540 $23.41 $-223 $0
1025 3 Novo-Nordisk As (NVO) Large Pharma 121,702 Sold Some -5,126 $53.78 $-275 $6,545
3037 33 Mastercard Inc-Class A (MA) Consumer Finance 185,526 Sold Some -3,944 $88.06 $-347 $16,337
2779 8 Schwab Charles Corp (SCHW) Wealth Management 70,798 Sold Some -23,697 $25.31 $-599 $1,791
3044 9 Costco Wholesale Corp (COST) Mass Merchants 115,937 Sold Some -4,856 $157.04 $-762 $18,206
3049 6 General Electric Co (GE) Electrical Power Equipment 629,854 Sold Some -25,040 $31.48 $-788 $19,827
3068 39 Mcdonalds Corp (MCD) Restaurants 2,413 Sold Some -7,730 $120.34 $-930 $290
2954 29 Stryker Corp (SYK) Medical Devices 155,777 Sold Some -15,810 $119.83 $-1,894 $18,666
2861 30 Abbott Laboratories (ABT) Life Science Equipment 0 Sold All -202,228 $39.31 $-7,949 $0
370 4 Baxter International Inc (BAX) Health Care Supplies 0 Sold All -204,862 $45.22 $-9,263 $0
2847 21 Aflac Inc (AFL) Life Insurance 0 Sold All -283,939 $72.16 $-20,489 $0
3079 54 Apple Inc (AAPL) Communications Equipment 0 Sold All -265,197 $95.60 $-25,352 $0