Destiny Wealth Partners, LLC Incresed Positions in Q3 2024

Destiny Wealth Partners, LLC

  • $528 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
DFIV
Dimensional ETF Tr

ETFs
1.44K
+ 0.72%
$34.66 - $38.38 $49.9K - $55.3K
201K $7.67M
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
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
BAC
Bank Of America Corp

Financial Services
349
+ 5.5%
$36.65 - $44.13 $12.8K - $15.4K
6.7K $265K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
33
+ 0.28%
$51.78 - $52.98 $1.71K - $1.75K
11.7K $619K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16
+ 0.76%
$96.25 - $101.98 $1.54K - $1.63K
2.12K $214K
NVDA
Nvidia Corp

Technology
308
+ 2.19%
$98.91 - $134.91 $30.5K - $41.6K
14.3K $1.74M
GIGB
Goldman Sachs ETF Access Invt
12K
+ 5.02%
N/A
250K $0
Dimensional ETF Trust
2.54K
+ 0.3%
N/A
850K $0
CVX
Chevron Corp

Energy
43
+ 1.42%
$137.88 - $161.97 $5.93K - $6.96K
3.07K $451K
MRK
Merck & Co., Inc.

Healthcare
6
+ 0.25%
$111.15 - $128.97 $667 - $774
2.37K $268K
AMZN
Amazon Com Inc

Consumer Cyclical
2.85K
+ 2.5%
$161.02 - $200.0 $459K - $570K
117K $21.8M
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
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