Destiny Wealth Partners, LLC Portfolio Holdings

Destiny Wealth Partners, LLC

  • $528 Million
  • Q3 2024

Destiny Wealth Partners, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $528 Million distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $28.3M, J P Morgan Exchange Traded Fd with a value of $26.5M, Amazon Com Inc with a value of $21.8M, Dimensional ETF Tr with a value of $19.3M, and Apple Inc. with a value of $15.7M.

Examining the 13F form we can see an increase of $6.74M in the current position value, from $521M to 528M.

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

Portfolio value $528 Million
ETFs: $384 Million
Technology: $41.5 Million
Consumer Cyclical: $24 Million
Financial Services: $20.3 Million
Healthcare: $17.8 Million
Communication Services: $16.1 Million
Consumer Defensive: $1.79 Million
Energy: $1.53 Million
Other: $1.26 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.3 Million 5.36% of portfolio
73,646
Q3 2024 Reduced 1.03%
$0
$26.5 Million 5.02% of portfolio
548,772
Q3 2024 Reduced 5.51%
$2.29T
$21.8 Million 4.13% of portfolio
116,939
Q3 2024 Added 2.5%
$0
$19.3 Million 3.66% of portfolio
714,761
Q3 2024 Added 0.59%
$4.1T
$15.7 Million 2.98% of portfolio
67,593
Q3 2024 Reduced 13.07%
$139B
$14.9 Million 2.81% of portfolio
41,115
Q3 2024 Reduced 13.05%
$0
$14.3 Million 2.7% of portfolio
63,139
Q3 2024 Reduced 0.74%
$0
$13.6 Million 2.57% of portfolio
327,447
Q3 2024 Added 4.95%
$0
$11.8 Million 2.24% of portfolio
401,732
Q3 2024 Added 5.38%
$3.24T
$11.6 Million 2.2% of portfolio
26,934
Q3 2024 Reduced 12.85%
$0
$11 Million 2.08% of portfolio
242,694
Q3 2024 Reduced 0.01%
$5.33B
$10.8 Million 2.04% of portfolio
367,988
Q3 2024 Added 6.51%
$0
$10.7 Million 2.03% of portfolio
41,201
Q3 2024 Reduced 0.3%
$0
$10.6 Million 2.01% of portfolio
208,235
Q3 2024 Added 2.97%
$0
$10.6 Million 2.01% of portfolio
58,238
Q3 2024 Reduced 1.63%
$0
$10.5 Million 2.0% of portfolio
215,414
Q3 2024 Added 10.32%
$0
$9.78 Million 1.85% of portfolio
68,823
Q3 2024 Reduced 0.27%
$0
$9.27 Million 1.76% of portfolio
104,989
Q3 2024 Reduced 16.2%
$0
$9.18 Million 1.74% of portfolio
63,044
Q3 2024 Reduced 17.7%
$0
$8.79 Million 1.67% of portfolio
233,426
Q3 2024 Reduced 1.16%
$590B
$8.24 Million 1.56% of portfolio
17,905
Q3 2024 Reduced 0.06%
$0
$8.24 Million 1.56% of portfolio
197,338
Q3 2024 Reduced 0.47%
$0
$7.82 Million 1.48% of portfolio
132,011
Q3 2024 Reduced 22.29%
$0
$7.67 Million 1.45% of portfolio
201,367
Q3 2024 Added 0.72%
$0
$7.31 Million 1.38% of portfolio
134,295
Q3 2024 Added 2.37%
$0
$6.69 Million 1.27% of portfolio
52,184
Q3 2024 Reduced 2.42%
$0
$6.51 Million 1.23% of portfolio
13,346
Q3 2024 Added 0.04%
$0
$6.49 Million 1.23% of portfolio
109,004
Q3 2024 Added 4.99%
$0
$6.05 Million 1.15% of portfolio
142,243
Q3 2024 Reduced 1.19%
$0
$5.99 Million 1.14% of portfolio
10,439
Q3 2024 Added 0.17%
$1.14T
$5.75 Million 1.09% of portfolio
34,691
Q3 2024 Reduced 19.14%
$0
$5.36 Million 1.02% of portfolio
44,774
Q3 2024 Reduced 0.94%
$0
$5.3 Million 1.0% of portfolio
20,078
Q3 2024 Added 1.52%
$0
$5.3 Million 1.0% of portfolio
150,880
Q3 2024 Added 0.16%
$0
$5.24 Million 0.99% of portfolio
64,513
Q3 2024 Reduced 0.42%
$0
$5.19 Million 0.98% of portfolio
83,203
Q3 2024 Added 4.72%
$0
$4.87 Million 0.92% of portfolio
79,916
Q3 2024 Reduced 3.21%
$0
$4.81 Million 0.91% of portfolio
43,475
Q3 2024 Reduced 1.64%
$0
$4.74 Million 0.9% of portfolio
108,984
Q3 2024 Reduced 0.28%
$77.7B
$4.26 Million 0.81% of portfolio
15,203
Q3 2024 Added 40.64%
$0
$4.25 Million 0.8% of portfolio
91,029
Q3 2024 Reduced 1.31%
$1.32T
$4.17 Million 0.79% of portfolio
7,280
Q3 2024 Reduced 12.62%
$122B
$3.91 Million 0.74% of portfolio
51,979
Q3 2024 Reduced 9.38%
$0
$3.81 Million 0.72% of portfolio
109,549
Q3 2024 Added 2.59%
$0
$3.68 Million 0.7% of portfolio
60,327
Q3 2024 Added 0.12%
$0
$3.65 Million 0.69% of portfolio
42,509
Q3 2024 Added 2.43%
$0
$3.52 Million 0.67% of portfolio
27,126
Q3 2024 Reduced 0.25%
$0
$3.47 Million 0.66% of portfolio
49,168
Q3 2024 Added 0.04%
$406B
$3.36 Million 0.64% of portfolio
4,739
Q3 2024 Reduced 22.83%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $528 Million
  • Prior Value $521 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 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