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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.99 Million 0.67% of portfolio
46,443
Q1 2025 Added 6.22%
$0
$3.62 Million 0.61% of portfolio
51,330
Q1 2025 Added 2.61%
$0
$3.47 Million 0.58% of portfolio
27,556
Q1 2025 Added 1.14%
$0
$3.47 Million 0.58% of portfolio
62,239
Q1 2025 Added 2.87%
$0
$3.41 Million 0.57% of portfolio
54,598
Q1 2025 Added 20.88%
$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%
$0
$2.69 Million 0.45% of portfolio
54,679
Q1 2025 Added 8.16%
$0
$2.56 Million 0.43% of portfolio
59,917
Q1 2025 Added 11.38%
$0
$2.45 Million 0.41% of portfolio
47,952
Q1 2025 Added 8.15%
$0
$2.4 Million 0.4% of portfolio
79,791
Q2 2024 Reduced 79.68%
$0
$2.29 Million 0.38% of portfolio
10,340
Q1 2025 Reduced 1.33%
$0
$2.26 Million 0.38% of portfolio
45,228
Q1 2025 Reduced 0.74%
$0
$2.06 Million 0.35% of portfolio
80,608
Q1 2025 Added 1.18%
$0
$1.79 Million 0.3% of portfolio
14,732
Q1 2025 Reduced 10.31%
$0
$1.58 Million 0.27% of portfolio
3,094
Q3 2024 Added 6.4%
$0
$1.48 Million 0.25% of portfolio
57,894
Q3 2024 Reduced 3.1%
$11.8B
$1.29 Million 0.22% of portfolio
148,648
Q1 2025 Added 12.7%
$0
$1.31 Million 0.22% of portfolio
2,356
Q1 2025 Added 0.04%
$0
$1.23 Million 0.21% of portfolio
42,509
Q1 2025 Added 3.87%
$0
$1.2 Million 0.2% of portfolio
4,689
Q3 2024 Added 0.49%
$0
$1.18 Million 0.2% of portfolio
12,675
Q1 2025 Added 12.72%
$0
$1.2 Million 0.2% of portfolio
17,420
Q1 2025 Added 31.98%
$0
$1.14 Million 0.19% of portfolio
6,583
Q2 2024 Reduced 0.56%
$0
$1.12 Million 0.19% of portfolio
5,032
Q4 2024 Added 0.92%
$5.66B
$1.08 Million 0.18% of portfolio
751
Q4 2024 New
$449B
$1.08 Million 0.18% of portfolio
9,115
Q1 2025 Reduced 1.05%
$0
$1.04 Million 0.18% of portfolio
9,315
Q1 2025 Reduced 2.18%
$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%
$105B
$1.04 Million 0.17% of portfolio
3,613
Q1 2025 Added 7.5%
$0
$933,000 0.16% of portfolio
21,959
Q1 2025 Reduced 5.59%
$0
$933,000 0.16% of portfolio
15,299
Q1 2025 Reduced 1.52%
$0
$911,000 0.15% of portfolio
20,417
Q1 2025 Reduced 0.2%
$0
$900,000 0.15% of portfolio
17,567
Q1 2025 Added 13.1%
$182B
$894,000 0.15% of portfolio
5,965
Q1 2025 Reduced 2.04%
$0
$811,000 0.14% of portfolio
4,786
Q4 2024 Added 5.67%
$0
$841,000 0.14% of portfolio
20,766
Q2 2024 Reduced 3.0%
$110B
$782,000 0.13% of portfolio
2,265
Q1 2025 Reduced 0.04%
$0
$731,000 0.12% of portfolio
6,035
Q4 2024 Reduced 1.63%
$0
$708,000 0.12% of portfolio
16,260
Q4 2020 New
$0
$667,000 0.11% of portfolio
6,120
Q4 2020 New
$0
$644,000 0.11% of portfolio
7,612
Q4 2024 Added 19.63%
$0
$625,000 0.1% of portfolio
3,661
Q1 2025 Added 75.08%
$0
$608,000 0.1% of portfolio
11,824
Q1 2025 Reduced 0.19%
$0
$619,000 0.1% of portfolio
16,588
Q1 2023 Reduced 0.49%
$0
$580,000 0.1% of portfolio
2,123
Q1 2025 Added 0.05%
$0
$526,000 0.09% of portfolio
2,628
Q1 2025 Added 2.22%
$0
$536,000 0.09% of portfolio
7,943
Q1 2025 Reduced 0.51%

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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