Destiny Wealth Partners, LLC Purchases in Q2 2025

Destiny Wealth Partners, LLC

  • $693 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
356K
+ 89.37%
$23.37 - $29.39 $8.33M - $10.5M
755K $22.2M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
79.8K
New
$66.89 - $111.18 $5.33M - $8.87M
79.8K $8.87M
NVDA
Nvidia Corp

Technology
26.7K
+ 48.16%
$94.31 - $157.99 $2.52M - $4.22M
82.1K $13M
MSFT
Microsoft Corp

Technology
4.97K
+ 16.83%
$354.56 - $497.45 $1.76M - $2.47M
34.5K $17.2M
AMZN
Amazon Com Inc

Consumer Cyclical
10.3K
+ 8.42%
$167.32 - $223.3 $1.73M - $2.31M
133K $29.2M
AVGO
Broadcom Inc.

Technology
5.32K
+ 16.1%
$146.29 - $275.65 $778K - $1.47M
38.3K $10.6M
VOT
Vanguard Mid Cap Growth Index

ETFs
17.1K
New
$216.28 - $284.39 $3.7M - $4.86M
17.1K $4.86M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
73.4K
New
$50.39 - $60.05 $3.7M - $4.41M
73.4K $4.41M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
164K
+ 203.95%
$24.96 - $25.5 $4.1M - $4.19M
245K $6.25M
GOOGL
Alphabet Inc.

Communication Services
17.3K
+ 44.15%
$144.7 - $178.6 $2.5M - $3.08M
56.3K $9.93M
IWD
Ishares Russell 1000 Val ETF

ETFs
16.8K
New
$166.82 - $194.23 $2.8M - $3.26M
16.8K $3.26M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
64.4K
+ 142.33%
$49.57 - $50.27 $3.19M - $3.24M
110K $5.51M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
37.9K
+ 50.43%
$75.05 - $77.34 $2.84M - $2.93M
113K $8.74M
CRWD
Crowd Strike Holdings, Inc.

Technology
693
+ 4.35%
$321.63 - $509.31 $223K - $353K
16.6K $8.47M
PLTR
Palantir Technologies Inc.

Technology
2.49K
+ 5.23%
$74.01 - $144.25 $185K - $360K
50.2K $6.84M
NFLX
Netflix Inc

Communication Services
599
+ 12.39%
$855.86 - $1339.13 $513K - $802K
5.44K $7.28M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
11.6K
+ 8.07%
$57.46 - $75.58 $664K - $874K
155K $11.7M
TSLA
Tesla, Inc.

Consumer Cyclical
5.63K
+ 47.58%
$221.86 - $362.89 $1.25M - $2.04M
17.5K $5.55M
META
Meta Platforms, Inc.

Communication Services
1.63K
+ 21.18%
$484.66 - $738.09 $792K - $1.21M
9.35K $6.9M
FCOM
Fidelity Covington Tr Msci Com

ETFs
8.57K
+ 4.6%
$50.44 - $64.81 $432K - $555K
195K $12.6M
AVEM
American Centy ETF Tr Avantis

ETFs
7.87K
+ 4.6%
$53.08 - $68.54 $418K - $539K
179K $12.3M
UBER
Uber Technologies, Inc

Technology
4.18K
+ 7.27%
$64.62 - $93.3 $270K - $390K
61.7K $5.76M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
25.1K
+ 2.97%
$49.79 - $50.75 $1.25M - $1.27M
868K $44.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.5K
New
$90.56 - $109.49 $1.04M - $1.25M
11.5K $1.25M
XLF
Financial Sector Spdr

ETFs
8.61K
+ 3.42%
$43.92 - $52.37 $378K - $451K
260K $13.6M
CGGR
Capital Group Growth ETF Shs C

ETFs
6.86K
+ 5.81%
$30.53 - $40.65 $209K - $279K
125K $5.08M
VB
Vanguard Small Cap ETF

ETFs
3.55K
+ 34.36%
$193.73 - $237.37 $688K - $843K
13.9K $3.29M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.3K
New
$51.16 - $62.02 $780K - $946K
15.3K $945K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
5.25K
+ 3.31%
$29.41 - $37.21 $154K - $195K
164K $6.1M
IWV
Ishares Russell 3000 ETF

ETFs
2.15K
New
$281.67 - $351.0 $607K - $756K
2.15K $756K
TT
Trane Technologies PLC

Industrials
1.71K
New
$315.21 - $437.41 $539K - $748K
1.71K $747K
VTV
Vanguard Value ETF

ETFs
3.96K
+ 108.03%
$153.67 - $176.74 $608K - $699K
7.62K $1.35M
JPM
Jpmorgan Chase & CO

Financial Services
2.05K
+ 100.24%
$210.28 - $289.91 $431K - $595K
4.1K $1.19M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
12.7K
+ 5.09%
$35.3 - $37.51 $448K - $476K
262K $9.83M
JCPB
J P Morgan Exchange Traded Fd

ETFs
12.5K
+ 2.21%
$45.9 - $47.2 $574K - $590K
578K $27.2M
LLY
Eli Lilly & CO

Healthcare
801
New
$713.71 - $898.95 $572K - $720K
801 $624K
SRLN
Ssga Active Trust

ETFs
12.4K
+ 5.83%
$39.47 - $41.59 $489K - $516K
225K $9.36M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
3.42K
+ 6.26%
$55.5 - $69.0 $190K - $236K
58K $4M
GS
Goldman Sachs Group Inc

Financial Services
825
New
$462.22 - $707.75 $381K - $584K
825 $583K
COST
Costco Wholesale Corp

Consumer Defensive
518
New
$908.13 - $1056.85 $470K - $547K
518 $512K
PULS
Pgim ETF Tr

ETFs
10.1K
+ 9.06%
$49.39 - $49.76 $501K - $504K
122K $6.07M
RTX
Raytheon Technologies Corp

Industrials
3.41K
New
$113.75 - $148.48 $387K - $506K
3.41K $497K
V
Visa Inc.

Financial Services
1.37K
+ 110.02%
$308.27 - $373.31 $423K - $513K
2.62K $930K
IBB
Ishares Biotechnology ETF

ETFs
5.92K
+ 8.47%
$112.02 - $129.0 $663K - $764K
75.8K $9.59M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.14K
New
$320.42 - $424.58 $364K - $482K
1.14K $479K
JBBB
Janus Detroit Str Tr Henderson

ETFs
12.6K
+ 5.17%
$46.79 - $48.56 $590K - $612K
256K $12.3M
HD
Home Depot, Inc.

Consumer Cyclical
1.19K
New
$335.24 - $380.78 $398K - $452K
1.19K $434K
PANW
Palo Alto Networks Inc

Technology
2.01K
New
$152.44 - $204.64 $306K - $411K
2.01K $410K
INTU
Intuit Inc

Technology
513
New
$544.07 - $787.63 $279K - $404K
513 $404K
Activity Summary
Buys All Purchases 108 New Holdings 40 Increased Positions 68 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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