Destiny Wealth Partners, LLC Portfolio Holdings

Destiny Wealth Partners, LLC

$521 Million
Q2 2024

Destiny Wealth Partners, LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $521 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $27.8M, J P Morgan Exchange Traded Fd with a value of $26.9M, Amazon Com Inc with a value of $22M, Dimensional ETF Tr with a value of $18.1M, and Apple Inc. with a value of $16.4M.

Examining the 13F form we can see an decrease of $25.8M in the current position value, from $547M to 521M.

Below you can find more details about Destiny Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $521 Million

ETFs: $371 Million

Technology: $44.8 Million

Consumer Cyclical: $23.8 Million

Communication Services: $21.4 Million

Financial Services: $19.3 Million

Healthcare: $18.9 Million

Energy: $1.52 Million

Consumer Defensive: $1.48 Million

Other: $946,000

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VUG Vanguard Growth ETF ETFs	$0	$27.8 Million 5.34% of portfolio	74,413	Q2 2024 Added 64.79%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$26.9 Million 5.16% of portfolio	580,776	Q2 2024 Added 268.52%
AMZN Amazon Com Inc Consumer Cyclical	$1.9T	$22 Million 4.23% of portfolio	114,091	Q2 2024 Reduced 17.61%
DFAX Dimensional ETF Tr	$0	$18.1 Million 3.47% of portfolio	710,562	Q2 2024 Reduced 6.25%
AAPL Apple Inc. Technology	$3.58T	$16.4 Million 3.14% of portfolio	77,753	Q2 2024 Added 6.58%
SYK Stryker Corp Healthcare	$140B	$16.1 Million 3.09% of portfolio	47,288	Q2 2024 Reduced 11.25%
XLK Technology Sector Spdr ETFs	$0	$14.4 Million 2.76% of portfolio	63,611	Q2 2024 Reduced 8.89%
MSFT Microsoft Corp Technology	$3.21T	$13.8 Million 2.65% of portfolio	30,907	Q2 2024 Added 4.32%
TOTL Ssga Active ETF Tr Spdr Doblel ETFs	$0	$12.4 Million 2.38% of portfolio	312,003	Q2 2024 Added 0.56%
VIG Vanguard Dividend Appreciation ETFs	$0	$10.8 Million 2.07% of portfolio	59,200	Q2 2024 Reduced 0.21%
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$10.8 Million 2.07% of portfolio	381,208	Q2 2024 Reduced 0.15%
BXSL Blackstone Secured Lending Fund Financial Services	$5B	$10.6 Million 2.03% of portfolio	345,510	Q2 2024 Reduced 3.75%
IBB Ishares Biotechnology ETF ETFs	$0	$10.5 Million 2.02% of portfolio	76,600	Q2 2024 Added 14.55%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$10.3 Million 1.97% of portfolio	202,222	Q2 2024 Added 83.38%
VIGI Vanguard Whitehall Fds Intl Di ETFs	$0	$10.2 Million 1.95% of portfolio	125,280	Q2 2024 Added 33.45%
XLF Financial Sector Spdr ETFs	$0	$9.98 Million 1.92% of portfolio	242,729	Q2 2024 Added 1,183.6%
VIS Vanguard Industrial ETF ETFs	$0	$9.72 Million 1.87% of portfolio	41,325	Q2 2024 Reduced 8.04%
AVEM American Centy ETF Tr Avantis ETFs	$0	$9.67 Million 1.86% of portfolio	158,352	Q2 2024 Reduced 7.37%
JBBB Janus Detroit Str Tr Henderson ETFs	$0	$9.6 Million 1.84% of portfolio	195,271	Q2 2024 Reduced 1.48%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$9.58 Million 1.84% of portfolio	169,880	Q2 2024 Reduced 7.51%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$8.78 Million 1.68% of portfolio	69,007	Q2 2024 Reduced 3.32%
USHY Ishares Tr Broad Usd High Yiel ETFs	$0	$8.57 Million 1.64% of portfolio	236,167	Q2 2024 Reduced 9.48%
SRLN Ssga Active Trust ETFs	$0	$8.29 Million 1.59% of portfolio	198,270	Q2 2024 Reduced 9.23%
GOOGL Alphabet Inc. Communication Services	$941B	$7.81 Million 1.5% of portfolio	42,904	Q2 2024 Reduced 10.02%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$582B	$7.29 Million 1.4% of portfolio	17,916	Q2 2024 Reduced 0.54%
DFIV Dimensional ETF Tr ETFs	$0	$7.19 Million 1.38% of portfolio	199,927	Q2 2024 Added 2.74%
MLPX Global X Mlp & Energy Infrastr ETFs	$0	$6.7 Million 1.29% of portfolio	131,189	Q2 2024 Reduced 2.44%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$6.39 Million 1.23% of portfolio	13,340	Q2 2024 Reduced 6.62%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$6.34 Million 1.22% of portfolio	53,479	Q2 2024 Reduced 64.43%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$5.88 Million 1.13% of portfolio	103,827	Q2 2024 Reduced 0.31%
AVIG American Centy ETF Tr Avantis ETFs	$0	$5.87 Million 1.13% of portfolio	143,963	Q2 2024 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$5.67 Million 1.09% of portfolio	10,421	Q2 2024 Added 3.04%
VT Vanguard Total World Stk Index ETFs	$0	$5.09 Million 0.98% of portfolio	45,201	Q2 2024 Reduced 0.1%
VWOB Vanguard Emerging Mkts Govt Bd ETFs	$0	$5 Million 0.96% of portfolio	79,455	Q2 2024 Reduced 0.22%
SHV Ishares Tr ETFs	$0	$4.88 Million 0.94% of portfolio	44,199	Q2 2024 Reduced 73.56%
GEM Goldman Sachs ETF Tr Actvebeta ETFs	$0	$4.92 Million 0.94% of portfolio	150,634	Q2 2024 Reduced 46.44%
VCLT Vanguard Lg Trm Corp Bd ETF ETFs	$0	$4.91 Million 0.94% of portfolio	64,784	Q2 2024 Reduced 70.64%
XT Ishares Tr Exponential Technol ETFs	$0	$4.86 Million 0.93% of portfolio	82,563	Q2 2024 Reduced 0.79%
VO Vanguard Mid Cap ETF ETFs	$0	$4.79 Million 0.92% of portfolio	19,778	Q2 2024 Reduced 1.61%
EMTL Spdr Doubleline Emerging Marke ETFs	$0	$4.62 Million 0.89% of portfolio	109,292	Q2 2024 New
META Meta Platforms, Inc. Communication Services	$1.18T	$4.2 Million 0.81% of portfolio	8,331	Q2 2024 New
CRWD Crowd Strike Holdings, Inc. Technology	$55.7B	$4.14 Million 0.8% of portfolio	10,810	Q2 2024 New
UBER Uber Technologies, Inc Technology	$144B	$4.17 Million 0.8% of portfolio	57,359	Q2 2024 New
NFLX Netflix Inc Communication Services	$310B	$4.14 Million 0.8% of portfolio	6,141	Q2 2024 Reduced 21.32%
JMBS Janus Detroit Str Tr Henderson ETFs	$0	$4.12 Million 0.79% of portfolio	92,241	Q2 2024 New
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$3.59 Million 0.69% of portfolio	41,502	Q2 2024 Added 4.38%
SNAP Snap Inc Communication Services	$12.9B	$3.51 Million 0.67% of portfolio	211,098	Q2 2024 New
CGGR Capital Group Growth ETF Shs C ETFs	$0	$3.51 Million 0.67% of portfolio	106,788	Q2 2024 Reduced 11.47%
GLIN Vaneck ETF Tr India Growth Lea ETFs	$0	$3.49 Million 0.67% of portfolio	68,692	Q2 2024 New
JMEE J P Morgan Exchange Traded Fd ETFs	$0	$3.41 Million 0.65% of portfolio	60,252	Q2 2024 Reduced 47.75%

Summary

Portfolio
No. of Stocks 154
Current Value $521 Million
Prior Value $547 Million
Filing
Period Q2 2024
Filing Date July 25, 2024
Form Type 13F-HR
Activity in Q2 2024
New Purchases 18 stocks
Additional Purchases 22 stocks
Sold out of 0 stocks
Reduced holdings in 68 stocks

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Destiny Wealth Partners, LLC Portfolio Holdings