Destiny Wealth Partners, LLC Purchases in Q3 2024

Destiny Wealth Partners, LLC

  • $528 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPXN
Ishares Jpx Nikkei 400 ETF

ETFs
36.3K
New
$67.38 - $77.85 $2.45M - $2.83M
36.3K $2.78M
DFAX
Dimensional ETF Tr
4.2K
+ 0.59%
$24.29 - $27.25 $102K - $114K
715K $19.3M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
15.4K
+ 4.95%
$39.37 - $41.68 $608K - $644K
327K $13.6M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
20.5K
+ 5.38%
$28.11 - $29.42 $577K - $604K
402K $11.8M
JBBB
Janus Detroit Str Tr Henderson

ETFs
20.1K
+ 10.32%
$48.27 - $49.33 $972K - $994K
215K $10.5M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
27.2K
+ 53.04%
$25.19 - $25.5 $684K - $692K
78.4K $2M
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.11K
+ 2.37%
$50.37 - $55.21 $156K - $171K
134K $7.31M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.18K
+ 4.99%
$54.98 - $59.51 $285K - $308K
109K $6.49M
AVEM
American Centy ETF Tr Avantis

ETFs
204
+ 0.13%
$57.2 - $65.59 $11.7K - $13.4K
159K $10.2M
VO
Vanguard Mid Cap ETF

ETFs
300
+ 1.52%
$237.84 - $263.83 $71.4K - $79.1K
20.1K $5.3M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
246
+ 0.16%
$31.15 - $35.67 $7.66K - $8.77K
151K $5.3M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
2.51K
+ 6.08%
$57.85 - $64.92 $145K - $163K
43.7K $2.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 0.17%
$517.38 - $573.86 $9.31K - $10.3K
10.4K $5.99M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.01K
+ 2.97%
$50.52 - $50.95 $304K - $306K
208K $10.6M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.76K
+ 2.59%
$30.71 - $34.79 $84.8K - $96.1K
110K $3.81M
HCA
Hca Healthcare, Inc.

Healthcare
301
+ 15.15%
$315.12 - $406.43 $94.9K - $122K
2.29K $929K
AVDV
American Centy ETF Tr Avantis

ETFs
19
+ 0.04%
$62.52 - $71.12 $1.19K - $1.35K
49.2K $3.47M
JMEE
J P Morgan Exchange Traded Fd

ETFs
75
+ 0.12%
$55.81 - $61.01 $4.19K - $4.58K
60.3K $3.68M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.38K
New
$138.85 - $182.81 $192K - $253K
1.38K $245K
WMT
Walmart Inc.

Consumer Defensive
2.82K
New
$66.91 - $81.4 $188K - $229K
2.82K $227K
AMD
Advanced Micro Devices Inc

Technology
1.37K
New
$128.67 - $183.96 $176K - $252K
1.37K $224K
TT
Trane Technologies PLC

Industrials
575
New
$314.21 - $388.71 $181K - $224K
575 $223K
PAVE
Global X Fds Us Infrastructure

ETFs
5.22K
New
$36.39 - $41.16 $190K - $215K
5.22K $214K
IEFA
Ishares Tr

ETFs
2.74K
New
$70.09 - $78.74 $192K - $216K
2.74K $213K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.3K
New
$41.9 - $48.26 $180K - $208K
4.3K $205K
WBND
Legg Mason ETF Invt Tr Westn A

ETFs
9.72K
New
$19.67 - $20.96 $191K - $204K
9.72K $202K
BXSL
Blackstone Secured Lending Fund

Financial Services
22.5K
+ 6.51%
$28.75 - $31.59 $646K - $710K
368K $10.8M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.75K
+ 4.72%
$62.4 - $62.4 $234K - $234K
83.2K $5.19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
186
+ 6.4%
$475.2 - $527.7 $88.4K - $98.2K
3.09K $1.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6
+ 0.04%
$434.77 - $502.96 $2.61K - $3.02K
13.3K $6.51M
CRWD
Crowd Strike Holdings, Inc.

Technology
4.39K
+ 40.64%
$217.89 - $392.15 $957K - $1.72M
15.2K $4.26M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
1.28K
+ 11.41%
$67.53 - $70.89 $86.6K - $90.9K
12.5K $883K
TSLA
Tesla, Inc.

Consumer Cyclical
41
+ 2.82%
$191.76 - $263.26 $7.86K - $10.8K
1.5K $391K
NEE
Nextera Energy Inc

Utilities
80
+ 1.16%
$69.9 - $84.97 $5.59K - $6.8K
6.97K $588K
MCD
Mcdonalds Corp

Consumer Cyclical
26
+ 1.89%
$245.82 - $304.51 $6.39K - $7.92K
1.4K $426K
HD
Home Depot, Inc.

Consumer Cyclical
53
+ 6.58%
$333.64 - $405.2 $17.7K - $21.5K
859 $348K
VV
Vanguard Large Cap ETF

ETFs
23
+ 0.49%
$236.92 - $263.4 $5.45K - $6.06K
4.69K $1.23M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.01K
+ 2.43%
$85.84 - $85.84 $86.4K - $86.4K
42.5K $3.65M
IWR
Ishares Russell Mid Cap ETF

ETFs
20
+ 0.32%
$79.92 - $88.19 $1.6K - $1.76K
6.36K $560K
DRI
Darden Restaurants Inc

Consumer Cyclical
100
+ 4.9%
$138.06 - $172.74 $13.8K - $17.3K
2.14K $351K
IWM
Ishares Russell 2000 ETF

ETFs
11
+ 0.53%
$200.87 - $224.6 $2.21K - $2.47K
2.07K $457K
PEP
Pepsico Inc

Consumer Defensive
41
+ 0.67%
$161.9 - $179.3 $6.64K - $7.35K
6.15K $1.05M
JPM
Jpmorgan Chase & CO

Financial Services
95
+ 5.13%
$194.9 - $224.8 $18.5K - $21.4K
1.95K $410K
AVGO
Broadcom Inc.

Technology
1.86K
+ 924.88%
$136.27 - $1745.86 $253K - $3.25M
2.06K $355K
V
Visa Inc.

Financial Services
58
+ 5.79%
$253.74 - $291.56 $14.7K - $16.9K
1.06K $291K
XOM
Exxon Mobil Corp

Energy
74
+ 0.81%
$109.72 - $119.0 $8.12K - $8.81K
9.17K $1.08M
VTV
Vanguard Value ETF

ETFs
17
+ 1.03%
$159.75 - $174.57 $2.72K - $2.97K
1.67K $291K
MINO
Pimco ETF Tr Municipal Income

ETFs
63
+ 0.31%
$45.07 - $46.16 $2.84K - $2.91K
20.2K $932K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
76
+ 1.16%
$44.83 - $47.42 $3.41K - $3.6K
6.62K $311K
Activity Summary
Buys All Purchases 61 New Holdings 11 Increased Positions 50 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Destiny Wealth Partners, LLC Portfolio

Follow Destiny Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Destiny Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Destiny Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email