Destiny Wealth Partners, LLC Purchases in Q4 2024

Destiny Wealth Partners, LLC

  • $573 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
555K
New
$22.02 - $46.16 $12.2M - $25.6M
555K $12.3M
FCOM
Fidelity Covington Tr Msci Com

ETFs
179K
New
$54.65 - $61.96 $9.78M - $11.1M
179K $10.5M
AVGO
Broadcom Inc.

Technology
25K
+ 1211.31%
$159.67 - $250.0 $3.98M - $6.24M
27K $6.26M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
79K
New
$74.5 - $78.37 $5.88M - $6.19M
79K $5.9M
PULS
Pgim ETF Tr

ETFs
103K
New
$49.51 - $49.79 $5.12M - $5.15M
103K $5.12M
AMZN
Amazon Com Inc

Consumer Cyclical
1.85K
+ 1.58%
$180.88 - $232.93 $334K - $430K
119K $26.1M
NVDA
Nvidia Corp

Technology
30K
+ 209.01%
$117.0 - $148.88 $3.51M - $4.46M
44.3K $5.95M
TSLA
Tesla, Inc.

Consumer Cyclical
7.95K
+ 531.62%
$213.65 - $479.86 $1.7M - $3.82M
9.45K $3.82M
PLTR
Palantir Technologies Inc.

Technology
42.8K
New
$36.46 - $82.38 $1.56M - $3.52M
42.8K $3.23M
VUG
Vanguard Growth ETF

ETFs
115
+ 0.16%
$378.79 - $428.11 $43.6K - $49.2K
73.8K $30.3M
BXSL
Blackstone Secured Lending Fund

Financial Services
13.9K
+ 3.77%
$29.25 - $33.27 $406K - $461K
382K $12.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.4K
+ 17.97%
$481.22 - $538.17 $1.15M - $1.29M
15.7K $8.05M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$664750.0 - $724132.5 $1.33M - $1.45M
2 $1.36M
GOOGL
Alphabet Inc.

Communication Services
2.3K
+ 6.64%
$161.86 - $196.66 $373K - $453K
37K $7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
24.5K
+ 11.74%
$50.62 - $50.97 $1.24M - $1.25M
233K $11.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
191
+ 1.26%
$275.15 - $388.2 $52.6K - $74.1K
15.4K $5.27M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
751
New
$1146.59 - $1270.6 $861K - $954K
751 $890K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.26K
+ 12.03%
$567.81 - $607.81 $713K - $763K
11.7K $6.85M
XLF
Financial Sector Spdr

ETFs
1.75K
+ 0.72%
$44.89 - $51.34 $78.7K - $90.1K
244K $11.8M
ORCL
Oracle Corp

Technology
4.74K
New
$165.41 - $192.43 $784K - $912K
4.74K $789K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.9K
+ 2.2%
$58.39 - $67.04 $169K - $194K
135K $8.56M
JBBB
Janus Detroit Str Tr Henderson

ETFs
13K
+ 6.04%
$48.59 - $49.45 $632K - $643K
228K $11.2M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
31.1K
+ 9.5%
$39.3 - $41.34 $1.22M - $1.29M
359K $14.1M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
29.5K
+ 7.34%
$28.6 - $29.27 $843K - $863K
431K $12.4M
XLK
Technology Sector Spdr

ETFs
294
+ 0.47%
$220.26 - $241.44 $64.8K - $71K
63.4K $14.7M
MA
Mastercard Inc

Financial Services
725
New
$491.3 - $536.15 $356K - $389K
725 $381K
CGGR
Capital Group Growth ETF Shs C

ETFs
3K
+ 2.74%
$34.49 - $39.24 $103K - $118K
113K $4.18M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.53K
+ 6.65%
N/A
88.7K $5.54M
MSFT
Microsoft Corp

Technology
1.17K
+ 4.34%
$406.35 - $454.46 $475K - $531K
28.1K $11.8M
CLOI
Vaneck ETF Tr

ETFs
4.6K
New
$52.7 - $53.15 $242K - $244K
4.6K $242K
VB
Vanguard Small Cap ETF

ETFs
873
+ 9.09%
$233.76 - $261.58 $204K - $228K
10.5K $2.52M
MSTR
Microstrategy Inc

Technology
800
New
$162.69 - $473.83 $130K - $379K
800 $231K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.53K
New
$50.37 - $50.6 $228K - $229K
4.53K $228K
HUBS
Hubspot Inc

Technology
316
New
$514.07 - $757.4 $162K - $239K
316 $220K
TMO
Thermo Fisher Scientific Inc.

Healthcare
423
New
$501.29 - $612.85 $212K - $259K
423 $220K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.42K
+ 42.86%
$91.29 - $91.8 $221K - $222K
8.06K $736K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.29K
New
$46.48 - $51.32 $199K - $220K
4.29K $206K
SRLN
Ssga Active Trust

ETFs
5.01K
+ 2.54%
$41.48 - $42.08 $208K - $211K
202K $8.44M
META
Meta Platforms, Inc.

Communication Services
121
+ 1.66%
$554.08 - $632.68 $67K - $76.6K
7.4K $4.37M
VTI
Vanguard Total Stock Market Et

ETFs
652
+ 44.35%
$280.04 - $302.45 $183K - $197K
2.12K $614K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
626
+ 11.69%
$47.29 - $84.74 $29.6K - $53K
5.98K $445K
FDN
First Tr Fd Dow Jones

ETFs
46
+ 0.92%
$210.5 - $257.24 $9.68K - $11.8K
5.03K $1.22M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.97K
+ 7.17%
$50.73 - $51.08 $150K - $151K
44.3K $2.26M
NOW
Service Now, Inc.

Technology
62
+ 17.27%
$867.18 - $1148.42 $53.8K - $71.2K
421 $446K
VO
Vanguard Mid Cap ETF

ETFs
427
+ 2.13%
$261.5 - $284.63 $112K - $122K
20.5K $5.42M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.25K
+ 19.63%
$87.25 - $95.52 $109K - $119K
7.61K $672K
IWM
Ishares Russell 2000 ETF

ETFs
499
+ 24.08%
$216.13 - $242.4 $108K - $121K
2.57K $568K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.21K
+ 2.85%
N/A
43.7K $3.75M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.89K
+ 6.05%
$48.48 - $49.47 $140K - $143K
50.6K $2.46M
Activity Summary
Buys All Purchases 103 New Holdings 16 Increased Positions 87 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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