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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.3 Million 5.29% of portfolio
73,761
Q4 2024 Added 0.16%
$0
$26.4 Million 4.61% of portfolio
573,038
Q4 2024 Added 4.42%
$2.21T
$26.1 Million 4.55% of portfolio
118,787
Q4 2024 Added 1.58%
$0
$18.3 Million 3.2% of portfolio
736,804
Q4 2024 Added 3.08%
$3.95T
$17.6 Million 3.07% of portfolio
70,169
Q4 2024 Added 3.81%
$145B
$14.9 Million 2.61% of portfolio
41,507
Q4 2024 Added 0.95%
$0
$14.7 Million 2.58% of portfolio
63,433
Q4 2024 Added 0.47%
$0
$14.1 Million 2.47% of portfolio
358,562
Q4 2024 Added 9.5%
$0
$12.4 Million 2.16% of portfolio
431,212
Q4 2024 Added 7.34%
$5.66B
$12.3 Million 2.15% of portfolio
381,859
Q4 2024 Added 3.77%
$0
$12.3 Million 2.14% of portfolio
555,188
Q4 2024 New
$3.04T
$11.8 Million 2.07% of portfolio
28,102
Q4 2024 Added 4.34%
$0
$11.8 Million 2.06% of portfolio
244,448
Q4 2024 Added 0.72%
$0
$11.8 Million 2.06% of portfolio
232,688
Q4 2024 Added 11.74%
$0
$11.2 Million 1.96% of portfolio
228,416
Q4 2024 Added 6.04%
$0
$10.6 Million 1.85% of portfolio
58,242
Q4 2024 Added 0.01%
$0
$9.52 Million 1.66% of portfolio
161,940
Q4 2024 Added 2.13%
$0
$9.09 Million 1.59% of portfolio
68,819
Q4 2024 Reduced 0.01%
$0
$8.74 Million 1.53% of portfolio
237,646
Q4 2024 Added 1.81%
$0
$8.66 Million 1.51% of portfolio
65,507
Q4 2024 Added 3.91%
$0
$8.56 Million 1.5% of portfolio
134,912
Q4 2024 Added 2.2%
$0
$8.44 Million 1.47% of portfolio
202,345
Q4 2024 Added 2.54%
$0
$8.23 Million 1.44% of portfolio
102,927
Q4 2024 Reduced 1.96%
$623B
$8.26 Million 1.44% of portfolio
18,225
Q4 2024 Added 1.79%
$0
$8.05 Million 1.41% of portfolio
15,744
Q4 2024 Added 17.97%
$0
$7.35 Million 1.28% of portfolio
207,293
Q4 2024 Added 2.94%
$0
$7.33 Million 1.28% of portfolio
121,262
Q4 2024 Reduced 9.7%
$1.07T
$7 Million 1.22% of portfolio
36,995
Q4 2024 Added 6.64%
$0
$6.85 Million 1.2% of portfolio
11,695
Q4 2024 Added 12.03%
$0
$6.58 Million 1.15% of portfolio
114,399
Q4 2024 Added 4.95%
$0
$6.55 Million 1.14% of portfolio
51,314
Q4 2024 Reduced 1.67%
$88.6B
$6.26 Million 1.09% of portfolio
27,013
Q4 2024 Added 1,211.31%
$335B
$5.95 Million 1.04% of portfolio
44,318
Q4 2024 Added 209.01%
$0
$5.9 Million 1.03% of portfolio
78,955
Q4 2024 New
$0
$5.54 Million 0.97% of portfolio
88,734
Q4 2024 Added 6.65%
$0
$5.42 Million 0.95% of portfolio
20,505
Q4 2024 Added 2.13%
$87.4B
$5.27 Million 0.92% of portfolio
15,394
Q4 2024 Added 1.26%
$0
$5.12 Million 0.89% of portfolio
43,562
Q4 2024 Reduced 2.71%
$0
$5.12 Million 0.89% of portfolio
103,391
Q4 2024 New
$0
$4.91 Million 0.86% of portfolio
65,666
Q4 2024 Added 1.79%
$0
$4.88 Million 0.85% of portfolio
152,987
Q4 2024 Added 1.4%
$0
$4.81 Million 0.84% of portfolio
80,624
Q4 2024 Added 0.89%
$0
$4.68 Million 0.82% of portfolio
111,234
Q4 2024 Added 2.06%
$1.54T
$4.37 Million 0.76% of portfolio
7,401
Q4 2024 Added 1.66%
$446B
$4.21 Million 0.73% of portfolio
4,721
Q4 2024 Reduced 0.38%
$0
$4.18 Million 0.73% of portfolio
112,549
Q4 2024 Added 2.74%
$0
$4.12 Million 0.72% of portfolio
93,289
Q4 2024 Added 2.48%
$1.07T
$3.82 Million 0.67% of portfolio
9,449
Q4 2024 Added 531.62%
$0
$3.75 Million 0.66% of portfolio
43,722
Q4 2024 Added 2.85%

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