0001278573-13-000004.txt : 20130718
0001278573-13-000004.hdr.sgml : 20130718
20130718165727
ACCESSION NUMBER: 0001278573-13-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20130630
FILED AS OF DATE: 20130718
DATE AS OF CHANGE: 20130718
EFFECTIVENESS DATE: 20130718
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: 13975292
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
06-30-2013
06-30-2013
false
Destination Wealth Management
1255 Treat Blvd. Suite 900
Walnut Creek
CA
94597
13F HOLDINGS REPORT
028-10716
N
Michael Yoshikami
President and CEO
925-935-2900
Michael A Yoshikami
Walnut Creek
CA
07-18-2013
0
98
817690
INFORMATION TABLE
2
infotable.xml
1/100 Berkshire Htwy
Common
84990175
1348
800
SH
SOLE
800
0
0
A F L A C Inc
Common
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16433
282752
SH
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282752
0
0
Abbott Laboratories
Common
2824100
7567
216956
SH
SOLE
216956
0
0
Abbvie Inc
Common
00287Y109
8707
210621
SH
SOLE
210621
0
0
Adidas Ag
Common
00687A107
6993
129174
SH
SOLE
129174
0
0
Apple Computer Inc
Common
37833100
20982
52915
SH
SOLE
52915
0
0
AT&T Inc.
Common
00206R102
672
18998
SH
SOLE
18998
0
0
Baraka Petroleum
Common
Q12957108
1
25000
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SOLE
25000
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Baxter International
Common
71813109
13488
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SH
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194724
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Berkshire Hathaway
Common
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148447
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Biotime Inc
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594645
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594645
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C S X Corp
Common
126408103
345
14916
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14916
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Chevron Corp.
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Cisco Systems Inc
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PRN
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Citigroup
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Costco Companies Inc
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D T E Energy Company
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Disney (Walt) Co.
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Evolution Petroleum Corp
Common
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General Electric
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Google Inc Class A
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Guggenheim
ETF
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BlackRock
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BlackRock
ETF
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Johnson & Johnson
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Mastercard Inc
Common
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Mc Donalds Corp.
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Microsoft Corp
Common
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Nestle SA ADR
Common
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Qualcomm Inc
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Schwab
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Tri Continental Corp
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ETF
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Verizon Communications
Common
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Visa Inc.
Common
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Vodafone Airtouch ADR
Common
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Xilinx Inc
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