Destiny Wealth Partners, LLC Incresed Positions in Q4 2024

Destiny Wealth Partners, LLC

  • $573 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
25K
+ 1211.31%
$159.67 - $250.0 $3.98M - $6.24M
27K $6.26M
AMZN
Amazon Com Inc

Consumer Cyclical
1.85K
+ 1.58%
$180.88 - $232.93 $334K - $430K
119K $26.1M
NVDA
Nvidia Corp

Technology
30K
+ 209.01%
$117.0 - $148.88 $3.51M - $4.46M
44.3K $5.95M
TSLA
Tesla, Inc.

Consumer Cyclical
7.95K
+ 531.62%
$213.65 - $479.86 $1.7M - $3.82M
9.45K $3.82M
VUG
Vanguard Growth ETF

ETFs
115
+ 0.16%
$378.79 - $428.11 $43.6K - $49.2K
73.8K $30.3M
AAPL
Apple Inc.

Technology
2.58K
+ 3.81%
$221.69 - $259.02 $571K - $667K
70.2K $17.6M
BXSL
Blackstone Secured Lending Fund

Financial Services
13.9K
+ 3.77%
$29.25 - $33.27 $406K - $461K
382K $12.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.4K
+ 17.97%
$481.22 - $538.17 $1.15M - $1.29M
15.7K $8.05M
GOOGL
Alphabet Inc.

Communication Services
2.3K
+ 6.64%
$161.86 - $196.66 $373K - $453K
37K $7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
24.5K
+ 11.74%
$50.62 - $50.97 $1.24M - $1.25M
233K $11.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.26K
+ 12.03%
$567.81 - $607.81 $713K - $763K
11.7K $6.85M
XLF
Financial Sector Spdr

ETFs
1.75K
+ 0.72%
$44.89 - $51.34 $78.7K - $90.1K
244K $11.8M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.9K
+ 2.2%
$58.39 - $67.04 $169K - $194K
135K $8.56M
JBBB
Janus Detroit Str Tr Henderson

ETFs
13K
+ 6.04%
$48.59 - $49.45 $632K - $643K
228K $11.2M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
31.1K
+ 9.5%
$39.3 - $41.34 $1.22M - $1.29M
359K $14.1M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
29.5K
+ 7.34%
$28.6 - $29.27 $843K - $863K
431K $12.4M
XLK
Technology Sector Spdr

ETFs
294
+ 0.47%
$220.26 - $241.44 $64.8K - $71K
63.4K $14.7M
CGGR
Capital Group Growth ETF Shs C

ETFs
3K
+ 2.74%
$34.49 - $39.24 $103K - $118K
113K $4.18M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.53K
+ 6.65%
N/A
88.7K $5.54M
MSFT
Microsoft Corp

Technology
1.17K
+ 4.34%
$406.35 - $454.46 $475K - $531K
28.1K $11.8M
VB
Vanguard Small Cap ETF

ETFs
873
+ 9.09%
$233.76 - $261.58 $204K - $228K
10.5K $2.52M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.42K
+ 42.86%
$91.29 - $91.8 $221K - $222K
8.06K $736K
SRLN
Ssga Active Trust

ETFs
5.01K
+ 2.54%
$41.48 - $42.08 $208K - $211K
202K $8.44M
META
Meta Platforms, Inc.

Communication Services
121
+ 1.66%
$554.08 - $632.68 $67K - $76.6K
7.4K $4.37M
VTI
Vanguard Total Stock Market Et

ETFs
652
+ 44.35%
$280.04 - $302.45 $183K - $197K
2.12K $614K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
626
+ 11.69%
$47.29 - $84.74 $29.6K - $53K
5.98K $445K
FDN
First Tr Fd Dow Jones

ETFs
46
+ 0.92%
$210.5 - $257.24 $9.68K - $11.8K
5.03K $1.22M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.97K
+ 7.17%
$50.73 - $51.08 $150K - $151K
44.3K $2.26M
NOW
Service Now, Inc.

Technology
62
+ 17.27%
$867.18 - $1148.42 $53.8K - $71.2K
421 $446K
VO
Vanguard Mid Cap ETF

ETFs
427
+ 2.13%
$261.5 - $284.63 $112K - $122K
20.5K $5.42M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.25K
+ 19.63%
$87.25 - $95.52 $109K - $119K
7.61K $672K
IWM
Ishares Russell 2000 ETF

ETFs
499
+ 24.08%
$216.13 - $242.4 $108K - $121K
2.57K $568K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.89K
+ 6.05%
$48.48 - $49.47 $140K - $143K
50.6K $2.46M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.21K
+ 2.85%
N/A
43.7K $3.75M
MRK
Merck & Co., Inc.

Healthcare
1.35K
+ 56.95%
$96.31 - $114.76 $130K - $155K
3.72K $369K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.4K
+ 4.95%
$57.53 - $60.83 $310K - $328K
114K $6.58M
SYK
Stryker Corp

Healthcare
392
+ 0.95%
$345.14 - $392.15 $135K - $154K
41.5K $14.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
337
+ 2.09%
$124.26 - $134.12 $41.9K - $45.2K
16.4K $2.11M
V
Visa Inc.

Financial Services
135
+ 12.75%
$273.87 - $320.91 $37K - $43.3K
1.19K $377K
JPM
Jpmorgan Chase & CO

Financial Services
116
+ 5.96%
$205.18 - $250.29 $23.8K - $29K
2.06K $494K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
5
+ 0.36%
$173.13 - $258.09 $866 - $1.29K
1.39K $320K
XLY
Select Sector Spdr Consumer Di

ETFs
47
+ 1.84%
$194.8 - $239.43 $9.16K - $11.3K
2.6K $583K
VTV
Vanguard Value ETF

ETFs
419
+ 25.06%
$168.32 - $181.87 $70.5K - $76.2K
2.09K $354K
MAR
Marriott International Inc

Consumer Cyclical
6
+ 0.31%
$246.06 - $292.59 $1.48K - $1.76K
1.93K $539K
IVV
Ishares Core S&P 500 ETF

ETFs
40
+ 1.73%
$570.51 - $610.59 $22.8K - $24.4K
2.36K $1.39M
GLD
Spdr Gold Trust

ETFs
180
+ 5.66%
$236.59 - $257.5 $42.6K - $46.4K
3.36K $813K
QUAL
Ishares Msci Usa Quality Facto

ETFs
257
+ 5.67%
$176.42 - $186.91 $45.3K - $48K
4.79K $852K
IEFA
Ishares Tr

ETFs
813
+ 29.66%
$70.06 - $77.43 $57K - $63K
3.55K $249K
BAC
Bank Of America Corp

Financial Services
98
+ 1.46%
$39.22 - $47.77 $3.84K - $4.68K
6.8K $298K
Activity Summary
Buys All Purchases 103 New Holdings 16 Increased Positions 87 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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