Destiny Wealth Partners, LLC Portfolio Holdings

Destiny Wealth Partners, LLC

  • $596 Million
  • Q1 2025

Destiny Wealth Partners, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $596 Million distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $42.7M, Vanguard Growth ETF with a value of $30.5M, J P Morgan Exchange Traded Fd with a value of $26.6M, Amazon Com Inc with a value of $23.3M, and Apple Inc. with a value of $15.9M.

Examining the 13F form we can see an increase of $23.2M in the current position value, from $573M to 596M.

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

Portfolio value $596 Million
ETFs: $424 Million
Technology: $55.7 Million
Financial Services: $36.4 Million
Consumer Cyclical: $29 Million
Healthcare: $18.3 Million
Communication Services: $18.2 Million
Energy: $1.64 Million
Consumer Defensive: $1.63 Million
Other: $247,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.24T
$23.3 Million 3.92% of portfolio
122,609
Q1 2025 Added 3.22%
$3.3T
$15.9 Million 2.67% of portfolio
71,486
Q1 2025 Added 1.88%
$437B
$12 Million 2.01% of portfolio
15
Q1 2025 Added 650.0%
$3.71T
$11.1 Million 1.86% of portfolio
29,536
Q1 2025 Added 5.1%
$632B
$9.5 Million 1.59% of portfolio
18,085
Q1 2025 Reduced 0.77%
$394B
$6.01 Million 1.01% of portfolio
55,437
Q1 2025 Added 25.09%
$1.07T
$6.03 Million 1.01% of portfolio
39,073
Q1 2025 Added 5.62%
$596B
$4.51 Million 0.76% of portfolio
4,836
Q1 2025 Added 2.44%
$1.65T
$4.45 Million 0.75% of portfolio
7,716
Q1 2025 Added 4.26%
$268B
$4.02 Million 0.68% of portfolio
47,665
Q1 2025 Added 11.5%
$1T
$3.07 Million 0.52% of portfolio
11,840
Q1 2025 Added 25.3%
$273B
$3.12 Million 0.52% of portfolio
11,621
Q1 2025 Added 5.14%
$449B
$1.08 Million 0.18% of portfolio
9,115
Q1 2025 Reduced 1.05%
$1.08T
$995,000 0.17% of portfolio
6,373
Q1 2025 Reduced 2.98%
$328B
$1.01 Million 0.17% of portfolio
4,842
Q4 2024 Reduced 0.51%
$226B
$541,000 0.09% of portfolio
5,483
Q1 2025 Added 115.95%
$850B
$502,000 0.08% of portfolio
2,047
Q1 2025 Reduced 0.73%
$581B
$437,000 0.07% of portfolio
1,248
Q1 2025 Added 4.52%
$215B
$422,000 0.07% of portfolio
1,354
Q1 2025 Added 0.07%
$206B
$339,000 0.06% of portfolio
11,993
Q1 2025 New
$536B
$331,000 0.06% of portfolio
605
Q1 2025 Reduced 16.55%
$201B
$278,000 0.05% of portfolio
3,105
Q1 2025 Reduced 16.42%
$306B
$270,000 0.05% of portfolio
3,782
Q1 2025 Reduced 3.3%
$380B
$278,000 0.05% of portfolio
6,675
Q1 2025 Reduced 1.78%
$265B
$242,000 0.04% of portfolio
2,760
Q4 2024 Reduced 2.02%
$378B
$227,000 0.04% of portfolio
1,336
Q1 2025 Added 0.53%
$292B
$222,000 0.04% of portfolio
425
Q1 2025 Reduced 6.18%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $596 Million
  • Prior Value $573 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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