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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.67 Million 0.29% of portfolio
3,094
Q3 2024 Added 6.4%
$0
$1.45 Million 0.25% of portfolio
57,894
Q3 2024 Reduced 3.1%
$0
$1.39 Million 0.24% of portfolio
2,355
Q4 2024 Added 1.73%
$0
$1.31 Million 0.23% of portfolio
40,924
Q4 2024 Reduced 0.83%
$0
$1.26 Million 0.22% of portfolio
4,689
Q3 2024 Added 0.49%
$0
$1.25 Million 0.22% of portfolio
6,583
Q2 2024 Reduced 0.56%
$0
$1.22 Million 0.21% of portfolio
5,032
Q4 2024 Added 0.92%
$0
$1.1 Million 0.19% of portfolio
9,523
Q4 2024 Reduced 3.14%
$0
$991,000 0.17% of portfolio
23,260
Q4 2024 Reduced 1.24%
$0
$998,000 0.17% of portfolio
11,245
Q4 2024 Reduced 2.54%
$0
$900,000 0.16% of portfolio
13,199
Q4 2024 Added 5.45%
$0
$891,000 0.16% of portfolio
15,535
Q1 2024 Reduced 1.27%
$0
$921,000 0.16% of portfolio
20,457
Q4 2024 Added 1.23%
$0
$873,000 0.15% of portfolio
20,766
Q2 2024 Reduced 3.0%
$0
$852,000 0.15% of portfolio
4,786
Q4 2024 Added 5.67%
$0
$777,000 0.14% of portfolio
6,035
Q4 2024 Reduced 1.63%
$0
$742,000 0.13% of portfolio
15,532
Q4 2024 Added 4.6%
$0
$736,000 0.13% of portfolio
8,056
Q4 2024 Added 42.86%
$0
$672,000 0.12% of portfolio
7,612
Q4 2024 Added 19.63%
$0
$673,000 0.12% of portfolio
16,260
Q4 2020 New
$0
$651,000 0.11% of portfolio
6,120
Q4 2020 New
$0
$614,000 0.11% of portfolio
2,122
Q4 2024 Added 44.35%
$0
$612,000 0.11% of portfolio
11,847
Q4 2024 Added 1.24%
$0
$591,000 0.1% of portfolio
16,588
Q1 2023 Reduced 0.49%
$0
$568,000 0.1% of portfolio
2,571
Q4 2024 Added 24.08%
$0
$583,000 0.1% of portfolio
2,602
Q4 2024 Added 1.84%
$0
$570,000 0.1% of portfolio
7,984
Q3 2024 Reduced 5.93%
$0
$538,000 0.09% of portfolio
23,455
Q4 2024 Reduced 2.39%
$0
$508,000 0.09% of portfolio
16,130
Q3 2024 Reduced 0.01%
$0
$440,000 0.08% of portfolio
3,129
Q4 2020 New
$0
$461,000 0.08% of portfolio
13,326
Q2 2021 New
$0
$466,000 0.08% of portfolio
4,815
Q2 2024 Reduced 6.74%
$0
$418,000 0.07% of portfolio
16,190
Q4 2024 Added 100.0%
$0
$422,000 0.07% of portfolio
6,134
Q3 2024 Reduced 11.29%
$0
$396,000 0.07% of portfolio
5,881
Q4 2024 Reduced 6.08%
$0
$322,000 0.06% of portfolio
1,938
Q1 2022 Reduced 17.81%
$0
$346,000 0.06% of portfolio
2,139
Q3 2024 Reduced 0.56%
$0
$354,000 0.06% of portfolio
2,091
Q4 2024 Added 25.06%
$0
$360,000 0.06% of portfolio
2,735
Q4 2024 Added 2.9%
$0
$260,000 0.05% of portfolio
3,663
Q3 2024 Reduced 0.22%
$0
$278,000 0.05% of portfolio
6,171
Q4 2024 Reduced 6.73%
$0
$284,000 0.05% of portfolio
1,375
Q4 2024 Reduced 9.6%
$0
$313,000 0.05% of portfolio
5,169
Q4 2023 New
$0
$285,000 0.05% of portfolio
1,515
Q3 2024 Reduced 7.28%
$0
$265,000 0.05% of portfolio
1,341
Q4 2024 Added 12.69%
$0
$294,000 0.05% of portfolio
1,980
Q3 2024 Reduced 9.84%
$0
$263,000 0.05% of portfolio
1,912
Q2 2024 Reduced 12.25%
$0
$206,000 0.04% of portfolio
1,801
Q4 2023 New
$0
$222,000 0.04% of portfolio
2,926
Q2 2024 Reduced 11.23%

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
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