Destiny Wealth Partners, LLC Reduced Holdings in Q1 2025

Destiny Wealth Partners, LLC

  • $596 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
-338K
- 45.89%
$24.45 - $27.2 $8.27M - $9.2M
399K $10.5M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-88.2K
- 20.46%
$28.55 - $29.09 $2.52M - $2.57M
343K $9.89M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-15.3K
- 14.86%
$78.97 - $85.82 $1.21M - $1.31M
87.6K $7.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-465
- 2.95%
$468.34 - $539.52 $218K - $251K
15.3K $7.16M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.01K
- 8.62%
$551.42 - $612.93 $556K - $618K
10.7K $5.98M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.69K
- 10.31%
$120.29 - $134.6 $204K - $228K
14.7K $1.79M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.51K
- 43.56%
$91.45 - $91.75 $321K - $322K
4.55K $417K
GOOG
Alphabet Inc.

Communication Services
-196
- 2.98%
$156.06 - $207.71 $30.6K - $40.7K
6.37K $995K
VB
Vanguard Small Cap ETF

ETFs
-139
- 1.33%
$217.89 - $252.64 $30.3K - $35.1K
10.3K $2.29M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.48K
- 2.87%
$126.11 - $135.06 $186K - $199K
49.8K $6.36M
VT
Vanguard Total World Stk Index

ETFs
-244
- 0.56%
$115.08 - $123.97 $28.1K - $30.2K
43.3K $5.02M
MRK
Merck & Co., Inc.

Healthcare
-610
- 16.42%
$83.01 - $101.02 $50.6K - $61.6K
3.11K $278K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.3K
- 5.59%
$42.38 - $43.28 $55.1K - $56.3K
22K $933K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-208
- 2.18%
$109.15 - $120.99 $22.7K - $25.2K
9.32K $1.04M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-3.14K
- 3.37%
$43.53 - $45.42 $137K - $143K
90.1K $4.07M
MA
Mastercard Inc

Financial Services
-120
- 16.55%
$504.67 - $576.31 $60.6K - $69.2K
605 $331K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-5
- 0.36%
$203.38 - $274.79 $1.02K - $1.37K
1.38K $284K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-41
- 0.51%
$67.03 - $74.61 $2.75K - $3.06K
7.94K $536K
PEP
Pepsico Inc

Consumer Defensive
-124
- 2.04%
$142.64 - $156.42 $17.7K - $19.4K
5.97K $894K
VGSH
Vanguard

ETFs
-424
- 10.81%
$58.07 - $58.69 $24.6K - $24.9K
3.5K $205K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-460
- 10.15%
$50.39 - $50.66 $23.2K - $23.3K
4.07K $206K
BAC
Bank Of America Corp

Financial Services
-121
- 1.78%
$39.61 - $47.74 $4.79K - $5.78K
6.68K $278K
CLOI
Vaneck ETF Tr

ETFs
-311
- 6.76%
$52.68 - $53.16 $16.4K - $16.5K
4.29K $226K
VIG
Vanguard Dividend Appreciation

ETFs
-64
- 0.11%
N/A
58.2K $10.6M
MINO
Pimco ETF Tr Municipal Income

ETFs
-40
- 0.2%
$44.44 - $45.83 $1.78K - $1.83K
20.4K $911K
UNH
Unitedhealth Group Inc

Healthcare
-28
- 6.18%
$461.52 - $548.18 $12.9K - $15.3K
425 $222K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-23
- 0.19%
$51.26 - $52.53 $1.18K - $1.21K
11.8K $608K
Reddit Inc
-22.4K
- 35.39%
N/A
40.9K $0
DRI
Darden Restaurants Inc

Consumer Cyclical
-200
- 10.05%
$180.02 - $208.56 $36K - $41.7K
1.79K $372K
JPM
Jpmorgan Chase & CO

Financial Services
-15
- 0.73%
$225.19 - $279.95 $3.38K - $4.2K
2.05K $502K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-125
- 2.92%
$48.65 - $53.06 $6.08K - $6.63K
4.16K $216K
DFIV
Dimensional ETF Tr

ETFs
-21.6K
- 10.42%
$35.33 - $40.77 $763K - $881K
186K $7.37M
KO
Coca Cola CO

Consumer Defensive
-129
- 3.3%
$60.81 - $72.32 $7.84K - $9.33K
3.78K $270K
VEU
Vanguard Ftse All World Ex Us

ETFs
-236
- 1.52%
$56.51 - $62.98 $13.3K - $14.9K
15.3K $933K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-336
- 0.74%
$48.43 - $49.9 $16.3K - $16.8K
45.2K $2.26M
XOM
Exxon Mobil Corp

Energy
-97
- 1.05%
$105.44 - $118.93 $10.2K - $11.5K
9.12K $1.08M
HCA
Hca Healthcare, Inc.

Healthcare
-1
- 0.04%
$296.7 - $345.55 $297 - $346
2.27K $782K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-7.28K
- 1.27%
$45.56 - $47.23 $332K - $344K
566K $26.6M
SYK
Stryker Corp

Healthcare
-81
- 0.2%
$355.18 - $399.9 $28.8K - $32.4K
41.4K $15.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-140
- 0.77%
$442.66 - $534.52 $62K - $74.8K
18.1K $9.5M
Activity Summary
Buys All Purchases 73 New Holdings 10 Increased Positions 63 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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