Destiny Wealth Partners, LLC Reduced Holdings in Q2 2025

Destiny Wealth Partners, LLC

  • $693 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-10.7K
- 91.85%
$236.26 - $291.15 $2.52M - $3.11M
947 $258K
XT
Ishares Tr Exponential Technol

ETFs
-52.7K
- 63.1%
$49.86 - $65.25 $2.63M - $3.44M
30.8K $2.01M
VO
Vanguard Mid Cap ETF

ETFs
-8.8K
- 41.21%
$228.54 - $279.83 $2.01M - $2.46M
12.6K $3.51M
BXSL
Blackstone Secured Lending Fund

Financial Services
-3.85K
- 0.98%
$26.88 - $32.74 $104K - $126K
390K $12M
DIS
Walt Disney CO

Communication Services
-2.62K
- 47.75%
$81.72 - $124.01 $214K - $325K
2.87K $355K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-2.13K
- 2.36%
$43.89 - $45.45 $93.4K - $96.7K
88K $3.97M
SYK
Stryker Corp

Healthcare
-2.61K
- 6.3%
$337.37 - $395.63 $880K - $1.03M
38.8K $15.4M
MRK
Merck & Co., Inc.

Healthcare
-277
- 8.92%
$73.47 - $87.12 $20.4K - $24.1K
2.83K $223K
MINO
Pimco ETF Tr Municipal Income

ETFs
-699
- 3.42%
$43.42 - $45.15 $30.4K - $31.6K
19.7K $872K
MCD
Mcdonalds Corp

Consumer Cyclical
-27
- 1.99%
$285.55 - $321.23 $7.71K - $8.67K
1.33K $387K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-994
- 1.72%
$24.98 - $25.66 $24.8K - $25.5K
56.9K $1.46M
PG
Procter & Gamble CO

Consumer Defensive
-17
- 1.27%
$157.66 - $172.39 $2.68K - $2.93K
1.32K $210K
VTI
Vanguard Total Stock Market Et

ETFs
-255
- 12.01%
$243.75 - $303.93 $62.2K - $77.5K
1.87K $567K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-273
- 2.15%
$85.42 - $94.39 $23.3K - $25.8K
12.4K $1.16M
VIG
Vanguard Dividend Appreciation

ETFs
-56
- 0.1%
N/A
58.1K $10.6M
KO
Coca Cola CO

Consumer Defensive
-24
- 0.63%
$68.37 - $73.9 $1.64K - $1.77K
3.76K $265K
DRI
Darden Restaurants Inc

Consumer Cyclical
-100
- 5.58%
$186.58 - $225.78 $18.7K - $22.6K
1.69K $368K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-76
- 1.23%
$45.12 - $46.23 $3.43K - $3.51K
6.1K $281K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-16
- 0.73%
$96.84 - $99.46 $1.55K - $1.59K
2.16K $214K
Reddit Inc
-1.88K
- 4.61%
N/A
39K $0
MA
Mastercard Inc

Financial Services
-10
- 1.65%
$479.92 - $590.74 $4.8K - $5.91K
595 $334K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-50
- 1.25%
$53.75 - $67.21 $2.69K - $3.36K
3.95K $261K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-221
- 4.62%
$152.42 - $182.82 $33.7K - $40.4K
4.57K $834K
IEFA
Ishares Tr

ETFs
-56
- 1.14%
$67.83 - $84.09 $3.8K - $4.71K
4.86K $405K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-110
- 1.38%
$60.34 - $74.89 $6.64K - $8.24K
7.83K $586K
SPY
Spdr S&P 500 ETF Trust

ETFs
-929
- 8.69%
$496.48 - $617.85 $461K - $574K
9.76K $6.03M
IWR
Ishares Russell Mid Cap ETF

ETFs
-20
- 0.26%
$74.88 - $91.97 $1.5K - $1.84K
7.59K $698K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-112
- 1.86%
$108.06 - $135.3 $12.1K - $15.2K
5.92K $801K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-223
- 2.39%
$98.58 - $123.6 $22K - $27.6K
9.09K $1.12M
IVV
Ishares Core S&P 500 ETF

ETFs
-99
- 4.2%
$498.8 - $620.9 $49.4K - $61.5K
2.26K $1.4M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-5.59K
- 6.38%
$75.29 - $91.16 $421K - $509K
82K $7.39M
VEA
Vanguard Ftse Developed Market

ETFs
-34
- 0.19%
$45.65 - $57.01 $1.55K - $1.94K
17.5K $999K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-112
- 8.1%
$177.93 - $313.14 $19.9K - $35.1K
1.27K $398K
VV
Vanguard Large Cap ETF

ETFs
-23
- 0.49%
$228.25 - $285.3 $5.25K - $6.56K
4.67K $1.33M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-635
- 1.27%
$114.78 - $133.31 $72.9K - $84.7K
49.2K $6.56M
AVDV
American Centy ETF Tr Avantis

ETFs
-689
- 1.34%
$61.76 - $79.32 $42.6K - $54.7K
50.6K $4.01M
DFIV
Dimensional ETF Tr

ETFs
-3.71K
- 2.0%
$34.67 - $43.21 $129K - $160K
182K $7.79M
VT
Vanguard Total World Stk Index

ETFs
-165
- 0.38%
$103.16 - $128.52 $17K - $21.2K
43.2K $5.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-227
- 1.49%
$416.06 - $551.64 $94.4K - $125K
15.1K $8.3M
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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