Destiny Wealth Partners, LLC Portfolio Holdings

Destiny Wealth Partners, LLC

  • $573 Million
  • Q4 2024

Destiny Wealth Partners, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $573 Million distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $30.3M, J P Morgan Exchange Traded Fd with a value of $26.4M, Amazon Com Inc with a value of $26.1M, Dimensional ETF Tr with a value of $18.3M, and Apple Inc. with a value of $17.6M.

Examining the 13F form we can see an increase of $44.8M in the current position value, from $528M to 573M.

Below you can find more details about Destiny Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $573 Million
ETFs: $398 Million
Technology: $59 Million
Consumer Cyclical: $32.7 Million
Financial Services: $23.8 Million
Communication Services: $18.5 Million
Healthcare: $17.9 Million
Consumer Defensive: $1.64 Million
Energy: $1.43 Million
Other: $900,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.13T
$26.1 Million 4.55% of portfolio
118,787
Q4 2024 Added 1.58%
$3.81T
$17.6 Million 3.07% of portfolio
70,169
Q4 2024 Added 3.81%
$147B
$14.9 Million 2.61% of portfolio
41,507
Q4 2024 Added 0.95%
$5.48B
$12.3 Million 2.15% of portfolio
381,859
Q4 2024 Added 3.77%
$2.93T
$11.8 Million 2.07% of portfolio
28,102
Q4 2024 Added 4.34%
$654B
$8.26 Million 1.44% of portfolio
18,225
Q4 2024 Added 1.79%
$1.01T
$7 Million 1.22% of portfolio
36,995
Q4 2024 Added 6.64%
$80.1B
$6.26 Million 1.09% of portfolio
27,013
Q4 2024 Added 1,211.31%
$299B
$5.95 Million 1.04% of portfolio
44,318
Q4 2024 Added 209.01%
$81.7B
$5.27 Million 0.92% of portfolio
15,394
Q4 2024 Added 1.26%
$1.48T
$4.37 Million 0.76% of portfolio
7,401
Q4 2024 Added 1.66%
$429B
$4.21 Million 0.73% of portfolio
4,721
Q4 2024 Reduced 0.38%
$890B
$3.82 Million 0.67% of portfolio
9,449
Q4 2024 Added 531.62%
$295B
$3.7 Million 0.65% of portfolio
11,053
Q4 2024 Reduced 1.35%
$147B
$3.27 Million 0.57% of portfolio
54,193
Q4 2024 Added 4.26%
$166B
$3.23 Million 0.56% of portfolio
42,750
Q4 2024 New
$452B
$1.36 Million 0.24% of portfolio
2
Q4 2024 New
$1.04T
$1.25 Million 0.22% of portfolio
6,569
Q4 2024 Reduced 2.19%
$459B
$990,000 0.17% of portfolio
9,212
Q4 2024 Added 0.43%
$209B
$925,000 0.16% of portfolio
6,089
Q4 2024 Reduced 0.93%
$85B
$890,000 0.16% of portfolio
751
Q4 2024 New
$362B
$860,000 0.15% of portfolio
4,842
Q4 2024 Reduced 0.51%
$444B
$789,000 0.14% of portfolio
4,740
Q4 2024 New
$92.1B
$680,000 0.12% of portfolio
2,266
Q4 2024 Reduced 0.96%
$15.6B
$548,000 0.1% of portfolio
4,000
Q2 2023 Reduced 0.25%
$90B
$539,000 0.09% of portfolio
1,934
Q4 2024 Added 0.31%
$136B
$495,000 0.09% of portfolio
6,912
Q4 2024 Reduced 0.79%
$760B
$494,000 0.09% of portfolio
2,062
Q4 2024 Added 5.96%
$307B
$442,000 0.08% of portfolio
3,058
Q4 2024 Reduced 0.26%
$45.5B
$445,000 0.08% of portfolio
5,982
Q4 2024 Added 11.69%
$186B
$446,000 0.08% of portfolio
421
Q4 2024 Added 17.27%
$228B
$392,000 0.07% of portfolio
1,353
Q4 2024 Reduced 3.29%
$582B
$377,000 0.07% of portfolio
1,194
Q4 2024 Added 12.75%
$539B
$381,000 0.07% of portfolio
725
Q4 2024 New
$23.9B
$371,000 0.06% of portfolio
1,991
Q4 2024 Reduced 7.01%
$229B
$369,000 0.06% of portfolio
3,715
Q4 2024 Added 56.95%
$400B
$341,000 0.06% of portfolio
879
Q4 2024 Added 2.33%
$60.7B
$320,000 0.06% of portfolio
1,388
Q4 2024 Added 0.36%
$0
$300,000 0.05% of portfolio
31,181
Q4 2024 Added 6.46%
$354B
$298,000 0.05% of portfolio
6,796
Q4 2024 Added 1.46%
$203B
$282,000 0.05% of portfolio
2,539
Q4 2024 Reduced 4.55%
$306B
$243,000 0.04% of portfolio
3,911
Q4 2024 Reduced 1.86%
$263B
$249,000 0.04% of portfolio
2,760
Q4 2024 Reduced 2.02%
$161B
$210,000 0.04% of portfolio
1,744
Q4 2024 Added 27.49%
$73.5B
$205,000 0.04% of portfolio
1,022
Q4 2024 Added 0.49%
$408B
$222,000 0.04% of portfolio
1,329
Q4 2024 Added 0.91%
$205B
$220,000 0.04% of portfolio
423
Q4 2024 New
$438B
$229,000 0.04% of portfolio
453
Q4 2024 Added 0.44%
$34.2B
$220,000 0.04% of portfolio
316
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $573 Million
  • Prior Value $528 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
Track This Portfolio

Track Destiny Wealth Partners, LLC Portfolio

Follow Destiny Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Destiny Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Destiny Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email