Destination Wealth Management

13F filer, CIK 1278573, Walnut Creek, CA

Destination Wealth Management reported $3,197,307,856 across 247 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-07. Its ten largest share positions make up 29.88% of the portfolio.

Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001278573-25-000002

Period: 2024-12-31
Reported value: $3.2B
Holdings: 247
Top 10 weight: 29.88%
New: 19
Sold out: 10

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHZadded	+1,362,015	$30.9M
SCHXadded	+1,031,543	$23.9M
SCHBadded	+228,681	$5.19M
TSLAadded	+9,336	$3.77M
NVOadded	+37,245	$3.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
PLTRreduced	-43,803	-$3.31M
IGMreduced	-27,838	-$2.84M
COSTreduced	-2,802	-$2.57M
AAPLreduced	-9,548	-$2.39M
IVVreduced	-4,014	-$2.36M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001278573-25-000002, largest first. % of portfolio is the value over $3,197,016,929, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	832,120	$208M	6.52%	-9,548	Timeline
AGGISHARES TR	1,375,087	$133M	4.17%	+31,972	Timeline
SDYSPDR SERIES TRUST	695,990	$91.9M	2.88%	-4,433	Timeline
IJRISHARES TR	774,576	$89.2M	2.79%	-14,770	Timeline
IVVISHARES TR	124,387	$73.2M	2.29%	-4,014	Timeline
LQDHISHARES U S ETF TR	789,027	$73.2M	2.29%	+9,395	Timeline
STIPISHARES TR	722,543	$72.7M	2.27%	+12,098	Timeline
TLHISHARES TR	724,813	$72.1M	2.26%	-20,316	Timeline
IGSBISHARES TR	1,382,364	$71.5M	2.24%	+18,054	Timeline
AMZNAMAZON COM INC	318,183	$69.8M	2.18%	-8,979	Timeline
COSTCOSTCO WHOLESALE CORPORATION	74,459	$68.2M	2.13%	-2,802	Timeline
IEMGISHARES INC	1,255,378	$65.6M	2.05%	+16,358	Timeline
IGMISHARES TR	641,603	$65.5M	2.05%	-27,838	Timeline
VUGVANGUARD INDEX FDS	152,479	$62.6M	1.96%	-4,298	Timeline
IJHISHARES TR	994,720	$62M	1.94%	-11,952	Timeline
GOOGLALPHABET INC	322,076	$61M	1.91%	-5,862	Timeline
IDUISHARES TR	621,603	$59.8M	1.87%	-14,964	Timeline
MSFTMICROSOFT CORP	140,596	$59.3M	1.85%	-975	Timeline
VVISA INC	184,426	$58.3M	1.82%	-2,541	Timeline
MAMASTERCARD INCORPORATED	105,680	$55.6M	1.74%	-2,155	Timeline
JPMJPMORGAN CHASE & CO	229,392	$55M	1.72%	-8,731	Timeline
SCHZSCHWAB STRATEGIC TR	2,419,062	$54.9M	1.72%	+1,362,015	Timeline
SPSBSPDR SERIES TRUST	1,608,497	$48M	1.5%	+5,796	Timeline
CLCOLGATE PALMOLIVE CO	498,672	$45.3M	1.42%	-744	Timeline
IUSBISHARES TR	891,091	$40.3M	1.26%	+16,984	Timeline
JNJJOHNSON & JOHNSON	271,859	$39.3M	1.23%	+3,322	Timeline
DHRDANAHER CORP DEL	163,363	$37.5M	1.17%	+4,008	Timeline
SCHXSCHWAB STRATEGIC TR	1,497,843	$34.7M	1.09%	+1,031,543	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	76,468	$34.7M	1.08%	-454	Timeline
AXPAMERICAN EXPRESS CO	113,561	$33.7M	1.05%	-6,021	Timeline
DISDISNEY WALT CO	298,396	$33.2M	1.04%	-8,699	Timeline
EFAISHARES TR	436,776	$33M	1.03%	+5,421	Timeline
TJXTJX COS INC NEW	267,904	$32.4M	1.01%	-5,235	Timeline
BXBLACKSTONE INC	187,424	$32.3M	1.01%	-12,631	Timeline
WMTWALMART INC	332,071	$30M	0.94%	-18,094	Timeline
MINTPIMCO ETF TR	279,599	$28.1M	0.88%	+5,292	Timeline
WMWASTE MGMT INC DEL	136,406	$27.5M	0.86%	-697	Timeline
ABTABBOTT LABORATORIES	242,463	$27.4M	0.86%	+1,642	Timeline
QCOMQUALCOMM INC	173,373	$26.6M	0.83%	+1,239	Timeline
PAVEGLOBAL X FDS	640,544	$25.9M	0.81%	-16,117	Timeline
ADIANALOG DEVICES INC	121,534	$25.8M	0.81%	+680	Timeline
ISTBISHARES TR	538,537	$25.7M	0.8%	+4,132	Timeline
COFCAPITAL ONE FINL CORP	143,403	$25.6M	0.8%	-6,002	Timeline
SYKSTRYKER CORPORATION	70,052	$25.2M	0.79%	-1,091	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	168,921	$25.2M	0.79%	-3,907	Timeline
AFLAFLAC INC	239,323	$24.8M	0.77%	-6,630	Timeline
FLOTISHARES TR	479,833	$24.4M	0.76%	+5,086	Timeline
HACKAMPLIFY ETF TR	325,959	$24.3M	0.76%	-6,632	Timeline
MCDMCDONALDS CORP	82,077	$23.8M	0.74%	-1,354	Timeline
ECLECOLAB INC	101,487	$23.8M	0.74%	-1,224	Timeline
FTVFORTIVE CORP	314,096	$23.6M	0.74%	-12,292	Timeline
ANSYS INCANSYS INC	69,328	$23.4M	0.73%	+32
LLYELI LILLY & CO	27,580	$21.3M	0.67%	+254	Timeline
MRKMERCK & CO INC	211,910	$21.1M	0.66%	+2,504	Timeline
ZTSZOETIS INC	125,086	$20.4M	0.64%	+1,242	Timeline
ASMLASML HLDG NV	28,443	$19.7M	0.62%	+844	Timeline
VZVERIZON COMMUNICATIONS INC	490,299	$19.6M	0.61%	+1,441	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	35,725	$18.6M	0.58%	+361	Timeline
IMTBISHARES TR	435,400	$18.5M	0.58%	+6,605	Timeline
PFEPFIZER INC	683,671	$18.1M	0.57%	-20,257	Timeline
AGGMISHARES TR	176,681	$18.1M	0.56%	+4,291	Timeline
AMTAMERICAN TOWER CORP	96,775	$17.7M	0.56%	+1,783	Timeline
ROSTROSS STORES INC	113,777	$17.2M	0.54%	+873	Timeline
ORLYOREILLY AUTOMOTIVE INC	14,465	$17.2M	0.54%	+1,416	Timeline
NVONOVO-NORDISK A S	196,143	$16.9M	0.53%	+37,245	Timeline
EAGGISHARES TR	278,431	$12.9M	0.4%	+9,159	Timeline
VVVANGUARD INDEX FDS	47,670	$12.9M	0.4%	-1,629	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	21,311	$12.5M	0.39%	+823	Timeline
USIGISHARES TR	235,953	$11.9M	0.37%	+2,786	Timeline
DONWISDOMTREE TR	228,287	$11.6M	0.36%	-6,820	Timeline
IDVISHARES TR	411,706	$11.3M	0.35%	+6,885	Timeline
DESWISDOMTREE TR	312,153	$10.7M	0.34%	-7,195	Timeline
NVDANVIDIA CORPORATION	73,285	$9.84M	0.31%	+3,246	Timeline
PGPROCTER & GAMBLE CO	55,857	$9.36M	0.29%	+799	Timeline
RSPTINVESCO EXCHANGE TRADED FD T	239,355	$8.96M	0.28%	-25,185	Timeline
TSLATESLA INC	21,933	$8.86M	0.28%	+9,336	Timeline
MGCVANGUARD WORLD FD	41,016	$8.72M	0.27%	-2,690	Timeline
BONDPIMCO ETF TR	93,677	$8.47M	0.26%	+809	Timeline
QQQINVESCO QQQ TR	16,303	$8.33M	0.26%	-668	Timeline
SUSBISHARES TR	334,971	$8.27M	0.26%	+9,327	Timeline
IXPISHARES TR	84,258	$8.15M	0.25%	-1,817	Timeline
LMTLOCKHEED MARTIN CORP	16,397	$7.97M	0.25%	-423	Timeline
UNILEVER PLCUNILEVER PLC	134,650	$7.63M	0.24%	+1,895
SCHBSCHWAB STRATEGIC TR	327,094	$7.43M	0.23%	+228,681	Timeline
KMBKIMBERLY-CLARK CORP	50,435	$6.61M	0.21%	+619	Timeline
SGOVISHARES TR	63,634	$6.38M	0.2%	+2,176	Timeline
KOCOCA COLA CO	101,456	$6.32M	0.2%	+867	Timeline
PEPPEPSICO INC	38,198	$5.81M	0.18%	-353	Timeline
IGIBISHARES TR	112,096	$5.77M	0.18%	+4,522	Timeline
GOOGALPHABET INC	29,350	$5.59M	0.17%	+1,116	Timeline
IWBISHARES TR	16,881	$5.44M	0.17%	+366	Timeline
SCHFSCHWAB STRATEGIC TR	290,910	$5.38M	0.17%	+151,596	Timeline
VTVVANGUARD INDEX FDS	29,503	$4.99M	0.16%	-394	Timeline
EMNTPIMCO ETF TR	50,317	$4.95M	0.15%	+1,360	Timeline
XLPSELECT SECTOR SPDR TR	62,102	$4.88M	0.15%	-126	Timeline
CVXCHEVRON CORPORATION	32,267	$4.67M	0.15%	-349	Timeline
VHTVANGUARD WORLD FD	18,045	$4.58M	0.14%	+368	Timeline
AVGOBROADCOM INC	19,080	$4.42M	0.14%	+233	Timeline
METAMETA PLATFORMS INC	6,765	$3.96M	0.12%	+1,196	Timeline
SPABSPDR SERIES TRUST	150,253	$3.75M	0.12%	+14,154	Timeline
SUSAISHARES TR	29,802	$3.62M	0.11%	-448	Timeline
SCHASCHWAB STRATEGIC TR	128,505	$3.32M	0.1%	+61,451	Timeline
SCHESCHWAB STRATEGIC TR	116,139	$3.09M	0.1%	-39	Timeline
CTASCINTAS CORP	14,165	$2.59M	0.08%	+11,505	Timeline
VCRVANGUARD WORLD FD	6,836	$2.57M	0.08%	-145	Timeline
BKLNINVESCO EXCH TRADED FD TR II	115,472	$2.43M	0.08%	+3,645	Timeline
VNQVANGUARD INDEX FDS	25,910	$2.31M	0.07%	+1,043	Timeline
SCHMSCHWAB STRATEGIC TR	80,211	$2.22M	0.07%	+53,215	Timeline
PFFISHARES TR	67,752	$2.13M	0.07%	+443	Timeline
TFLOISHARES TR	41,105	$2.07M	0.06%	-38	Timeline
IYZISHARES TR	75,221	$2.02M	0.06%	-2,352	Timeline
VOOVANGUARD INDEX FDS	3,742	$2.02M	0.06%	+644	Timeline
IHIISHARES TR	33,652	$1.96M	0.06%	-244	Timeline
HDHOME DEPOT INC	4,395	$1.71M	0.05%	-221	Timeline
USSGDBX ETF TR	31,092	$1.68M	0.05%	0	Timeline
AMDADVANCED MICRO DEVICES INC	12,327	$1.49M	0.05%	+647	Timeline
XOMEXXON MOBIL CORP	13,622	$1.47M	0.05%	+7,492	Timeline
VRTXVERTEX PHARMACEUTICALS INC	3,529	$1.42M	0.04%	+168	Timeline
SCHGSCHWAB STRATEGIC TR	50,946	$1.42M	0.04%	+37,712	Timeline
BLKBLACKROCK INC	1,245	$1.28M	0.04%	new	Timeline
IWFISHARES TR	3,092	$1.24M	0.04%	+40	Timeline
SHVISHARES TR	10,996	$1.21M	0.04%	+329	Timeline
NFLXNETFLIX INC.	1,289	$1.15M	0.04%	+206	Timeline
ORCLORACLE CORP	6,536	$1.09M	0.03%	+295	Timeline
AMATAPPLIED MATLS INC	6,526	$1.06M	0.03%	+393	Timeline
SCHWCHARLES SCHWAB CORP (THE)	14,306	$1.06M	0.03%	-2,524	Timeline
CMFISHARES TR	17,501	$1M	0.03%	+3,191	Timeline
STPZPIMCO ETF TR	18,801	$983K	0.03%	+1,630	Timeline
DSIISHARES TR	8,827	$973K	0.03%	-362	Timeline
UBFOUNITED SEC BANCSHARES CALIF	94,506	$955K	0.03%	0	Timeline
IEFAISHARES TR	11,727	$824K	0.03%	+282	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,720	$818K	0.03%	+1,421	Timeline
PWZINVESCO EXCH TRADED FD TR II	32,359	$799K	0.03%	+6,241	Timeline
VTIVANGUARD INDEX FDS	2,648	$767K	0.02%	-595	Timeline
IGBHISHARES U S ETF TR	30,460	$741K	0.02%	+168	Timeline
BABOEING CO	3,856	$682K	0.02%	+10	Timeline
BACBANK OF AMER CORP	15,366	$675K	0.02%	+3,922	Timeline
SUBISHARES TR	6,361	$671K	0.02%	+53	Timeline
NUSCNUSHARES ETF TR	15,735	$659K	0.02%	0	Timeline
VYMVANGUARD WHITEHALL FDS	5,023	$641K	0.02%	+1,622	Timeline
DIASTATE STR SPDR DOW JONES IND	1,498	$637K	0.02%	+1	Timeline
WFCWELLS FARGO & CO	8,931	$627K	0.02%	+4,118	Timeline
SOSOUTHERN CO	7,423	$611K	0.02%	+2,122	Timeline
MUCBLACKROCK MUNIHLDNGS CALI	57,048	$606K	0.02%	+13,995	Timeline
ESGVVANGUARD WORLD FD	5,708	$599K	0.02%	-469	Timeline
XTISHARES TR	10,010	$597K	0.02%	-92	Timeline
DRIVGLOBAL X FDS	26,005	$597K	0.02%	-767	Timeline
VSGXVANGUARD WORLD FD	10,322	$585K	0.02%	-233	Timeline
EWEDWARDS LIFESCIENCES CORP	7,893	$584K	0.02%	+881	Timeline
HONHONEYWELL INTL INC	2,552	$576K	0.02%	+1,318	Timeline
SPMDSPDR SERIES TRUST	10,522	$575K	0.02%	0	Timeline
DFACDIMENSIONAL ETF TRUST	16,513	$571K	0.02%	-1,143	Timeline
SCHDSCHWAB STRATEGIC TR	20,905	$571K	0.02%	+16,054	Timeline
VIGVANGUARD SPECIALIZED FUNDS	2,897	$567K	0.02%	-21	Timeline
RSPINVESCO EXCHANGE TRADED FD T	3,199	$561K	0.02%	+603	Timeline
ADBEADOBE INC	1,236	$550K	0.02%	+379	Timeline
DUKDUKE ENERGY CORP NEW	4,976	$536K	0.02%	+81	Timeline
MSMORGAN STANLEY	4,203	$528K	0.02%	+171	Timeline
COPCONOCOPHILLIPS	5,111	$507K	0.02%	+28	Timeline
CSCOCISCO SYS INC	8,385	$496K	0.02%	-5,092	Timeline
GSGOLDMAN SACHS GROUP INC	853	$488K	0.02%	new	Timeline
XLFSELECT SECTOR SPDR TR	10,066	$486K	0.02%	+254	Timeline
VGTVANGUARD WORLD FD	771	$479K	0.01%	new	Timeline
ABBVABBVIE INC	2,666	$474K	0.01%	-703	Timeline
HDVISHARES TR	4,196	$471K	0.01%	-915	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,560	$457K	0.01%	0	Timeline
MPCMARATHON PETE CORP	3,225	$450K	0.01%	-15	Timeline
PIPRPIPER SANDLER COS	1,486	$446K	0.01%	-562	Timeline
SBUXSTARBUCKS CORP	4,883	$446K	0.01%	+2,516	Timeline
CSWCSW INDUSTRIALS INC	1,228	$433K	0.01%	0	Timeline
VBVANGUARD INDEX FDS	1,754	$421K	0.01%	-18	Timeline
ESGUISHARES TR	3,213	$414K	0.01%	-62	Timeline
WEAVWEAVE COMMUNICATIONS INC	25,986	$414K	0.01%	new	Timeline
CRMSALESFORCE INC	1,237	$414K	0.01%	+351	Timeline
DGROISHARES TR	6,689	$410K	0.01%	-28	Timeline
TRVTRAVELERS COMPANIES INC	1,683	$405K	0.01%	-4	Timeline
RPMRPM INTL INC	3,279	$404K	0.01%	+12	Timeline
PLDPROLOGIS INC.	3,788	$400K	0.01%	-716	Timeline
ULSTSSGA ACTIVE ETF TR	9,706	$392K	0.01%	-8,460	Timeline
AMGNAMGEN INC	1,481	$386K	0.01%	new	Timeline
GLWCORNING INC	8,105	$385K	0.01%	-1,761	Timeline
IRMIRON MTN INC DEL	3,646	$383K	0.01%	-61	Timeline
BILSPDR SERIES TRUST	4,095	$374K	0.01%	+525	Timeline
ISRGINTUITIVE SURGICAL INC	717	$374K	0.01%	-53	Timeline
SPGIS&P GLOBAL INC	749	$373K	0.01%	0	Timeline
GILDGILEAD SCIENCES INC	3,919	$362K	0.01%	new	Timeline
TIPISHARES TR	3,318	$354K	0.01%	+1,080	Timeline
USMVISHARES TR	3,865	$343K	0.01%	+350	Timeline
VEUVANGUARD INTL EQUITY INDEX F	5,975	$343K	0.01%	+2,250	Timeline
NTESNETEASE COM INC	3,760	$335K	0.01%	0	Timeline
LITGLOBAL X FDS	8,180	$334K	0.01%	-404	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,659	$328K	0.01%	-75	Timeline
NOWSERVICENOW INC	309	$328K	0.01%	new	Timeline
IDXXIDEXX LABS INC	773	$320K	0.01%	new	Timeline
IWOISHARES TR	1,092	$314K	0.01%	+60	Timeline
TXNTEXAS INSTRS INC	1,654	$310K	0.01%	+99	Timeline
YUMYUM BRANDS INC	2,284	$306K	0.01%	+5	Timeline
RTXRTX CORPORATION	2,618	$303K	0.01%	+253	Timeline
NICENICE LTD	1,781	$302K	0.01%	0	Timeline
INTCINTEL CORP	15,032	$301K	0.01%	-8,185	Timeline
PLUSEPLUS INC	4,000	$296K	0.01%	new	Timeline
UNHUNITEDHEALTH GROUP INC	568	$287K	0.01%	+64	Timeline
ESEVERSOURCE ENERGY	5,000	$287K	0.01%	+263	Timeline
SHYISHARES TR	3,325	$273K	0.01%	new	Timeline
MRSHMARSH & MCLENNAN COS INC	1,282	$272K	0.01%	+123	Timeline
iShares MSCI Frontier 100iShares MSCI Frontier 100	9,968	$271K	0.01%	+250
CATCATERPILLAR INC	741	$269K	0.01%	-113	Timeline
PSKSPDR SERIES TRUST	7,985	$263K	0.01%	+194	Timeline
ILCGISHARES TR	2,931	$263K	0.01%	0	Timeline
NEENEXTERA ENERGY INC	3,572	$256K	0.01%	+810	Timeline
PLTRPALANTIR TECHNOLOGIES INC	3,379	$256K	0.01%	-43,803	Timeline
VCITVANGUARD SCOTTSDALE FDS	3,175	$255K	0.01%	new	Timeline
TMUST-MOBILE US INC	1,152	$254K	0.01%	-40	Timeline
XLKSELECT SECTOR SPDR TR	1,089	$253K	0.01%	new	Timeline
BCALCALIFORNIA BANCORP	15,290	$253K	0.01%	-21,276	Timeline
BILSSPDR SERIES TRUST	2,547	$253K	0.01%	0	Timeline
ELSEQUITY LIFESTYLE PROPERTIES	3,704	$247K	0.01%	+26	Timeline
CMICUMMINS INC	701	$244K	0.01%	0	Timeline
LRCXLAM RESEARCH CORP	3,320	$240K	0.01%	new	Timeline
ILCVISHARES TR	2,955	$239K	0.01%	0	Timeline
TCHPT ROWE PRICE EXCHANGE-TRADED	5,458	$230K	0.01%	0	Timeline
VXUSVANGUARD STAR FDS	3,860	$227K	0.01%	new	Timeline
ORIOLD REP INTL CORP	6,210	$225K	0.01%	+83	Timeline
FNDXSCHWAB STRATEGIC TR	9,354	$222K	0.01%	+6,435	Timeline
ACWXISHARES TR	4,095	$214K	0.01%	new	Timeline
IWNISHARES TR	1,292	$212K	0.01%	new	Timeline
IWMISHARES TR	953	$211K	0.01%	new	Timeline
SRESEMPRA	2,295	$201K	0.01%	new	Timeline
FFORD MTR CO	15,269	$151K	<0.01%	new	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
NVDANVIDIA CORPORATION COM	call	1,000	$99.4K	0
COSTCOSTCO WHOLESALE CORPORATION COM	call	100	$42.3K	0
SPYSTATE STR SPDR S&P 500 ETF T SHS	call	100	$21.8K	0
MSFTMICROSOFT CORP COM	call	100	$16.5K	0
METAMETA PLATFORMS INC COM	call	100	$16.4K	0
AVGOBROADCOM INC COM	put	2,000	$16K	+1,000
WMTWALMART INC COM	call	300	$15.2K	0
AMZNAMAZON COM INC COM	call	100	$14K	0
AAPLAPPLE INC COM	call	100	$11.9K	0
JPMJPMORGAN CHASE & CO COM	call	100	$10.2K	0
BXBLACKSTONE INC COM	call	100	$8.76K	0
GOOGLALPHABET INC COM	call	100	$6.63K	0
IRMIRON MTN INC DEL REIT	call	100	$4.83K	0
ADIANALOG DEVICES INC COM	put	1,000	$3.49K	+500
WMWASTE MGMT INC DEL COM	call	100	$2.06K	0
SCHDSCHWAB STRATEGIC TR COM	call	300	$728	+200
XLPSELECT SECTOR SPDR TR STATE STREET CON	call	100	$700	0
AAPLAPPLE INC COM	put	9,000	$85	0

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
BLACKROCK INCBLACKROCK INC	1,140	$1.08M	shares
BNDVANGUARD BD INDEX FDS	6,321	$475K	shares
FLRNSPDR SERIES TRUST	13,138	$405K	shares
VEAVANGUARD TAX-MANAGED FDS	6,310	$333K	shares
SCHVSCHWAB STRATEGIC TR	3,459	$278K	shares
TAT&T INC	10,902	$240K	shares
VLUEISHARES TR	2,173	$237K	shares
LAM RESEARCH CORPLAM RESEARCH CORP	277	$226K	shares
LOWLOWES COS INC	819	$222K	shares
NXDRNEXTDOOR HOLDINGS INC	12,100	$30K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001278573-25-000002	base		2025-02-07	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC