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
VBR
Vanguard Small Cap Value ETF

ETFs
1.85K
+ 138.18%
$162.76 - $195.77 $302K - $363K
3.19K $622K
GBFH
Gbank Finl Hldgs Inc
10.3K
New
$29.9 - $43.38 $308K - $446K
10.3K $359K
WMT
Walmart Inc.

Consumer Defensive
3.36K
+ 121.59%
$81.79 - $99.98 $274K - $336K
6.12K $598K
AOR
Ishares Tr Core Growth Allocat

ETFs
5.75K
New
$53.36 - $61.57 $307K - $354K
5.75K $354K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
6.55K
+ 1.91%
$27.29 - $29.28 $179K - $192K
350K $10.2M
ACN
Accenture PLC

Technology
1.14K
New
$279.23 - $323.21 $319K - $370K
1.14K $341K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.61K
+ 79.31%
$91.43 - $91.74 $330K - $331K
8.15K $747K
LMT
Lockheed Martin Corp

Industrials
711
New
$430.82 - $486.45 $306K - $346K
711 $329K
WM
Waste Management Inc

Industrials
1.44K
New
$216.47 - $242.1 $311K - $348K
1.44K $328K
MAR
Marriott International Inc

Consumer Cyclical
947
+ 48.97%
$211.12 - $274.14 $200K - $260K
2.88K $787K
CSCO
Cisco Systems, Inc.

Technology
4.42K
New
$53.19 - $69.38 $235K - $307K
4.42K $306K
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.47K
+ 2.36%
$49.07 - $59.23 $72K - $86.9K
63.7K $3.77M
BX
Blackstone Inc.

Financial Services
2.03K
New
$120.07 - $151.11 $244K - $307K
2.03K $303K
GOOG
Alphabet Inc.

Communication Services
856
+ 13.43%
$146.58 - $180.01 $125K - $154K
7.23K $1.28M
SCHW
Schwab Charles Corp

Financial Services
3.07K
New
$69.06 - $91.24 $212K - $280K
3.07K $279K
IBM
International Business Machines Corp

Technology
936
New
$221.03 - $294.78 $207K - $276K
936 $275K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.9K
New
$72.96 - $90.39 $212K - $262K
2.9K $259K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.86K
+ 8.9%
$48.5 - $49.35 $236K - $240K
59.5K $2.93M
BOTZ
Global X Fds

ETFs
2.5K
+ 5.89%
$24.51 - $32.65 $61.3K - $81.7K
45K $1.47M
PAVE
Global X Fds Us Infrastructure

ETFs
5.22K
New
$33.78 - $43.68 $176K - $228K
5.22K $227K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.46K
+ 9.29%
$50.1 - $51.02 $223K - $227K
52.4K $2.67M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
933
+ 1.35%
$121.58 - $136.74 $113K - $128K
69.8K $9.48M
ADBE
Adobe Inc.

Technology
567
New
$340.0 - $420.68 $193K - $239K
567 $219K
SCHR
Schwab Intermediate Term Us Tr

ETFs
5.25K
+ 1.46%
$24.54 - $25.07 $129K - $132K
366K $9.16M
ABT
Abbott Laboratories

Healthcare
1.56K
New
$123.95 - $138.08 $193K - $215K
1.56K $211K
JNJ
Johnson & Johnson

Healthcare
1.39K
New
$146.36 - $159.82 $203K - $222K
1.39K $211K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.33K
+ 2.79%
$51.14 - $57.0 $170K - $190K
123K $6.97M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
6.19K
+ 1.66%
$39.34 - $40.41 $244K - $250K
378K $15.2M
PWR
Quanta Services, Inc.

Industrials
546
New
$239.47 - $381.26 $131K - $208K
546 $206K
TMO
Thermo Fisher Scientific Inc.

Healthcare
510
New
$390.26 - $489.06 $199K - $249K
510 $206K
FXO
First Tr Exchange Traded Fd Fi

ETFs
3.67K
New
$45.9 - $56.06 $169K - $206K
3.67K $205K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
6.06K
New
$25.97 - $33.21 $157K - $201K
6.06K $201K
ASML
Asml Holding Nv

Technology
250
New
$595.37 - $815.24 $149K - $204K
250 $200K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.03%
$456.74 - $568.03 $457 - $568
3.1K $1.76M
BAC
Bank Of America Corp

Financial Services
2.5K
+ 37.41%
$34.39 - $47.46 $85.9K - $119K
9.17K $434K
MSTR
Microstrategy Inc

Technology
130
+ 16.25%
$237.95 - $421.61 $30.9K - $54.8K
930 $375K
GLD
Spdr Gold Trust

ETFs
221
+ 6.12%
$273.71 - $316.29 $60.5K - $69.9K
3.83K $1.17M
XOM
Exxon Mobil Corp

Energy
2K
+ 21.99%
$99.93 - $119.04 $200K - $239K
11.1K $1.2M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
14
+ 0.23%
$60.61 - $87.72 $849 - $1.23K
6K $508K
HCA
Hca Healthcare, Inc.

Healthcare
70
+ 3.09%
$317.61 - $387.52 $22.2K - $27.1K
2.34K $894K
TELA
Tela Bio, Inc.

Healthcare
52.5K
New
$0.89 - $1.95 $46.7K - $102K
52.5K $101K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
19
+ 0.07%
$114.16 - $129.6 $2.17K - $2.46K
27.6K $3.56M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
1.18K
+ 6.77%
$68.11 - $69.33 $80.4K - $81.8K
18.6K $1.29M
UNH
Unitedhealth Group Inc

Healthcare
564
+ 132.71%
$274.35 - $599.47 $155K - $338K
989 $308K
LYG
Lloyds Banking Group PLC

Financial Services
14.8K
New
$3.32 - $4.29 $49.3K - $63.7K
14.8K $63K
T
At&T Inc.

Communication Services
1.66K
+ 13.82%
$26.33 - $28.94 $43.7K - $48K
13.7K $395K
IWM
Ishares Russell 2000 ETF

ETFs
43
+ 1.64%
$174.82 - $215.79 $7.52K - $9.28K
2.67K $576K
PEP
Pepsico Inc

Consumer Defensive
1.15K
+ 19.21%
$128.02 - $151.37 $147K - $173K
7.11K $938K
PSLV
Sprott Physical Silver Trust

Financial Services
904
+ 2.9%
$9.98 - $12.51 $9.02K - $11.3K
32.1K $392K
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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