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
$42.7 Million 7.17% of portfolio
843,140
Q1 2025 Added 262.35%
$0
$30.5 Million 5.13% of portfolio
82,424
Q1 2025 Added 11.74%
$0
$26.6 Million 4.46% of portfolio
565,755
Q1 2025 Reduced 1.27%
$1.86T
$23.3 Million 3.92% of portfolio
122,609
Q1 2025 Added 3.22%
$3.25T
$15.9 Million 2.67% of portfolio
71,486
Q1 2025 Added 1.88%
$134B
$15.4 Million 2.59% of portfolio
41,426
Q1 2025 Reduced 0.2%
$0
$15 Million 2.51% of portfolio
372,137
Q1 2025 Added 3.79%
$0
$13.5 Million 2.27% of portfolio
65,494
Q1 2025 Added 3.25%
$4.65B
$13 Million 2.18% of portfolio
393,983
Q1 2025 Added 3.17%
$0
$12.4 Million 2.08% of portfolio
251,765
Q1 2025 Added 2.99%
$476B
$12 Million 2.01% of portfolio
15
Q1 2025 Added 650.0%
$0
$11.9 Million 1.99% of portfolio
243,494
Q1 2025 Added 6.6%
$2.89T
$11.1 Million 1.86% of portfolio
29,536
Q1 2025 Added 5.1%
$0
$10.6 Million 1.78% of portfolio
58,178
Q1 2025 Reduced 0.11%
$0
$10.5 Million 1.77% of portfolio
398,701
Q1 2025 Reduced 45.89%
$0
$10.4 Million 1.75% of portfolio
186,346
Q1 2025 Added 4.17%
$0
$9.89 Million 1.66% of portfolio
343,000
Q1 2025 Reduced 20.46%
$0
$9.47 Million 1.59% of portfolio
703,707
Q1 2025 New
$687B
$9.5 Million 1.59% of portfolio
18,085
Q1 2025 Reduced 0.77%
$0
$9.25 Million 1.55% of portfolio
68,888
Q1 2025 Added 0.1%
$0
$9.17 Million 1.54% of portfolio
249,504
Q1 2025 Added 4.99%
$0
$9.1 Million 1.53% of portfolio
69,865
Q1 2025 Added 6.65%
$0
$9.08 Million 1.52% of portfolio
143,259
Q1 2025 Added 6.19%
$0
$8.95 Million 1.5% of portfolio
360,558
Q1 2025 New
$0
$8.75 Million 1.47% of portfolio
212,744
Q1 2025 Added 5.14%
$0
$7.37 Million 1.24% of portfolio
185,690
Q1 2025 Reduced 10.42%
$0
$7.3 Million 1.22% of portfolio
87,634
Q1 2025 Reduced 14.86%
$0
$7.16 Million 1.2% of portfolio
15,279
Q1 2025 Reduced 2.95%
$0
$6.76 Million 1.14% of portfolio
119,345
Q1 2025 Added 4.32%
$0
$6.36 Million 1.07% of portfolio
49,839
Q1 2025 Reduced 2.87%
$276B
$6.01 Million 1.01% of portfolio
55,437
Q1 2025 Added 25.09%
$931B
$6.03 Million 1.01% of portfolio
39,073
Q1 2025 Added 5.62%
$0
$5.98 Million 1.0% of portfolio
10,687
Q1 2025 Reduced 8.62%
$0
$5.74 Million 0.96% of portfolio
75,140
Q1 2025 Reduced 4.83%
$0
$5.61 Million 0.94% of portfolio
98,086
Q1 2025 New
$81.3B
$5.62 Million 0.94% of portfolio
15,946
Q1 2025 Added 3.59%
$0
$5.56 Million 0.93% of portfolio
111,865
Q1 2025 Added 8.2%
$72.2B
$5.53 Million 0.93% of portfolio
33,026
Q1 2025 Added 22.26%
$0
$5.49 Million 0.92% of portfolio
21,348
Q1 2025 Added 4.11%
$0
$5.28 Million 0.89% of portfolio
158,634
Q1 2025 Added 3.69%
$0
$5.02 Million 0.84% of portfolio
43,318
Q1 2025 Reduced 0.56%
$0
$4.97 Million 0.83% of portfolio
115,613
Q1 2025 Added 3.94%
$0
$4.84 Million 0.81% of portfolio
83,504
Q1 2025 Added 3.57%
$414B
$4.51 Million 0.76% of portfolio
4,836
Q1 2025 Added 2.44%
$1.17T
$4.45 Million 0.75% of portfolio
7,716
Q1 2025 Added 4.26%
$145B
$4.19 Million 0.7% of portfolio
57,549
Q1 2025 Added 6.19%
$0
$4.05 Million 0.68% of portfolio
118,051
Q1 2025 Added 4.89%
$182B
$4.02 Million 0.68% of portfolio
47,665
Q1 2025 Added 11.5%
$0
$4.07 Million 0.68% of portfolio
90,145
Q1 2025 Reduced 3.37%

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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