Destiny Wealth Partners, LLC New Holdings in Q2 2025

Destiny Wealth Partners, LLC

  • $693 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
79.8K
New
$66.89 - $111.18 $5.33M - $8.87M
79.8K $8.87M
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
IWD
Ishares Russell 1000 Val ETF

ETFs
16.8K
New
$166.82 - $194.23 $2.8M - $3.26M
16.8K $3.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.5K
New
$90.56 - $109.49 $1.04M - $1.25M
11.5K $1.25M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.3K
New
$51.16 - $62.02 $780K - $946K
15.3K $945K
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
LLY
Eli Lilly & CO

Healthcare
801
New
$713.71 - $898.95 $572K - $720K
801 $624K
GS
Goldman Sachs Group Inc

Financial Services
825
New
$462.22 - $707.75 $381K - $584K
825 $583K
RTX
Raytheon Technologies Corp

Industrials
3.41K
New
$113.75 - $148.48 $387K - $506K
3.41K $497K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.14K
New
$320.42 - $424.58 $364K - $482K
1.14K $479K
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
GBFH
Gbank Finl Hldgs Inc
10.3K
New
$29.9 - $43.38 $308K - $446K
10.3K $359K
AOR
Ishares Tr Core Growth Allocat

ETFs
5.75K
New
$53.36 - $61.57 $307K - $354K
5.75K $354K
ACN
Accenture PLC

Technology
1.14K
New
$279.23 - $323.21 $319K - $370K
1.14K $341K
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
CSCO
Cisco Systems, Inc.

Technology
4.42K
New
$53.19 - $69.38 $235K - $307K
4.42K $306K
BX
Blackstone Inc.

Financial Services
2.03K
New
$120.07 - $151.11 $244K - $307K
2.03K $303K
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
PAVE
Global X Fds Us Infrastructure

ETFs
5.22K
New
$33.78 - $43.68 $176K - $228K
5.22K $227K
ADBE
Adobe Inc.

Technology
567
New
$340.0 - $420.68 $193K - $239K
567 $219K
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
TMO
Thermo Fisher Scientific Inc.

Healthcare
510
New
$390.26 - $489.06 $199K - $249K
510 $206K
PWR
Quanta Services, Inc.

Industrials
546
New
$239.47 - $381.26 $131K - $208K
546 $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
TELA
Tela Bio, Inc.

Healthcare
52.5K
New
$0.89 - $1.95 $46.7K - $102K
52.5K $101K
LYG
Lloyds Banking Group PLC

Financial Services
14.8K
New
$3.32 - $4.29 $49.3K - $63.7K
14.8K $63K
Morgan Stanley ETF Trust
258K
New
N/A
258K $0
Blackrock Inc
506
New
N/A
506 $0
Linde PLC
992
New
N/A
992 $0
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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