0001278573-13-000003.txt : 20130621
0001278573-13-000003.hdr.sgml : 20130621
20130620193453
ACCESSION NUMBER: 0001278573-13-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20130331
FILED AS OF DATE: 20130621
DATE AS OF CHANGE: 20130620
EFFECTIVENESS DATE: 20130621
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Destination Wealth Management
CENTRAL INDEX KEY: 0001278573
IRS NUMBER: 562326959
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10716
FILM NUMBER: 13925514
BUSINESS ADDRESS:
STREET 1: 1255 TREAT BLVD. SUITE 900
CITY: WALNUT CREEK
STATE: CA
ZIP: 94597
BUSINESS PHONE: 925-935-2900
MAIL ADDRESS:
STREET 1: 1255 TREAT BLVD. SUITE 900
CITY: WALNUT CREEK
STATE: CA
ZIP: 94597
FORMER COMPANY:
FORMER CONFORMED NAME: YCMNET ADVISORS INC
DATE OF NAME CHANGE: 20040204
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001278573
XXXXXXXX
03-31-2013
03-31-2013
false
Destination Wealth Management
1255 Treat Blvd. Suite 900
Walnut Creek
CA
94597
13F HOLDINGS REPORT
028-10716
N
Michael Yoshikami
President
925-935-2900
Michael Yoshikami
Walnut Creek
CA
06-20-2013
0
99
832671
INFORMATION TABLE
2
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Common
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Common
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Common
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Exxon Mobil
Common
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General Electric
Common
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Intel
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Intl Business Machines
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Johnson & Johnson
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Common
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P M I Group
Common
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Stryker
Common
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The Charles Schwab
Common
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995
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Common
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Common
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Union Pacific
Common
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United Parcel
Common
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Common
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ETF
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1/100 Berkshire Htwy
Common
84990175
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SH
SOLE
0
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A F L A C
Common
1055102
14668
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SH
SOLE
0
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Abbott Laboratories
Common
2824100
7552
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SH
SOLE
0
0
0
Abbvie
Common
00287Y109
8526
209087
SH
SOLE
0
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Adidas Ag
Common
00687A107
6742
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SH
SOLE
0
0
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Apple Computer
Common
37833100
23216
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SH
SOLE
0
0
0
AT&T
Common
00206R102
849
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SH
SOLE
0
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Baraka Petroleum
Common
Q12957108
1
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SH
SOLE
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0
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Baxter International
Common
71813109
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SH
SOLE
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Berkshire Hathaway
Common
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SH
SOLE
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Common
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ETF
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SOLE
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C S X
Common
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367
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SOLE
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Caterpillar
Common
149123101
255
2939
SH
SOLE
0
0
0
Chevron
Common
166764100
18229
153422
SH
SOLE
0
0
0
Cisco Systems
Common
17275R102
950
45473
SH
SOLE
0
0
0
Citigroup
Common
172967424
10568
238893
SH
SOLE
0
0
0
Costco
Common
22160K105
14087
132765
SH
SOLE
0
0
0
D T E Energy
Common
233331107
234
3426
SH
SOLE
0
0
0
Disney (Walt)
Common
254687106
16149
284329
SH
SOLE
0
0
0
Evolution Petroleum
Common
30049A107
101
10000
SH
SOLE
0
0
0
Exxon Mobil
Common
30231G102
15832
175705
SH
SOLE
0
0
0
General Electric
Common
369604103
15690
678668
SH
SOLE
0
0
0
Google Inc
Common
38259P508
431
543
SH
SOLE
0
0
0
Guggenheim
ETF
78355W817
15643
255287
SH
SOLE
0
0
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Hewlett-Packard
Common
428236103
344
14446
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SOLE
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0
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Intel
Common
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3126
143208
SH
SOLE
0
0
0
Intl Business Machines
Common
459200101
2115
9918
SH
SOLE
0
0
0
Johnson & Johnson
Common
478160104
15180
186199
SH
SOLE
0
0
0
Kimberly-Clark
Common
494368103
227
2325
SH
SOLE
0
0
0
Location Based
Common
539573105
21
114100
SH
SOLE
0
0
0
Mastercard
Common
57636Q104
15389
28440
SH
SOLE
0
0
0
Mc Donalds
Common
580135101
14450
144959
SH
SOLE
0
0
0
Nestle SA
Common
641069406
14198
195923
SH
SOLE
0
0
0
Nomura Asset
ETF
50063B104
107
12007
SH
SOLE
0
0
0
Novo-Nordisk
Common
K7314N152
4267
26424
SH
SOLE
0
0
0
Nuance
Common
67020Y100
7068
350263
SH
SOLE
0
0
0
Oracle Systems
Common
68389X105
12732
393840
SH
SOLE
0
0
0
P M I Group
Common
69344M101
1
15000
SH
SOLE
0
0
0
PIMCO
ETF
72201R205
33304
613677
SH
SOLE
0
0
0
PIMCO
ETF
72201R833
226
2228
SH
SOLE
0
0
0
Powershares
ETF
73935X286
3387
99518
SH
SOLE
0
0
0
Powershares
ETF
73936Q769
1382
55069
SH
SOLE
0
0
0
Procter & Gamble
Common
742718109
454
5897
SH
SOLE
0
0
0
Qualcomm
Common
747525103
13463
201125
SH
SOLE
0
0
0
Schwab
ETF
808524300
292
7848
SH
SOLE
0
0
0
Schwab
ETF
808524805
249
8976
SH
SOLE
0
0
0
Schwab
ETF
808524102
979
25803
SH
SOLE
0
0
0
Schwab
ETF
808524706
390
15275
SH
SOLE
0
0
0
Schwab
ETF
808524607
418
9753
SH
SOLE
0
0
0
SPDRS
ETF
78464A334
1622
45908
SH
SOLE
0
0
0
SPDRS
ETF
78463V107
42889
277658
SH
SOLE
0
0
0
SPDRS
ETF
78464A763
30999
469760
SH
SOLE
0
0
0
SPDRS
ETF
78468R408
25196
815963
SH
SOLE
0
0
0
SPDRS
ETF
78462F103
207
1327
SH
SOLE
0
0
0
Stryker
Common
863667101
13376
205038
SH
SOLE
0
0
0
The Charles Schwab
Common
808513105
995
56286
SH
SOLE
0
0
0
Ttc Technology
Common
87304R100
1
10000
SH
SOLE
0
0
0
Ubs Fisher
Common
90268U176
233
7165
SH
SOLE
0
0
0
Union Pacific
Common
907818108
341
2400
SH
SOLE
0
0
0
United Parcel
Common
911312106
251
2926
SH
SOLE
0
0
0
United Sec Bancshares
Common
911460103
346
77933
SH
SOLE
0
0
0
Vanguard
ETF
92204A504
1917
23120
SH
SOLE
0
0
0
Vanguard
ETF
922908637
11535
160794
SH
SOLE
0
0
0
Vanguard
ETF
922908744
16421
250593
SH
SOLE
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Visa
Common
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461
2715
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Vodafone Airtouch
Common
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Xilinx
Common
983919101
446
11693
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SOLE
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