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 Trade History

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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