Destiny Wealth Partners, LLC Purchases in Q3 2025

Destiny Wealth Partners, LLC

  • $759 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ISCG
Ishares Morningstar Small Cap

ETFs
3.91K
New
$49.84 - $55.14 $195K - $216K
3.91K $212K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
717
+ 2.6%
$128.17 - $135.14 $91.9K - $96.9K
28.3K $3.77M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.52K
New
$119.73 - $134.7 $182K - $204K
1.52K $202K
VO
Vanguard Mid Cap ETF

ETFs
90
+ 0.72%
$279.83 - $293.74 $25.2K - $26.4K
12.6K $3.71M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.41K
New
$82.38 - $83.0 $199K - $200K
2.41K $200K
HD
Home Depot, Inc.

Consumer Cyclical
364
+ 30.69%
$357.4 - $423.42 $130K - $154K
1.55K $628K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.87K
+ 2.62%
$49.78 - $50.75 $143K - $146K
112K $5.69M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.27K
+ 28.69%
$50.9 - $52.37 $166K - $171K
14.7K $766K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.3K
+ 2.8%
$86.07 - $90.74 $198K - $209K
84.3K $7.55M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
34
+ 1.1%
$567.77 - $614.76 $19.3K - $20.9K
3.13K $1.92M
ATEC
Alphatec Holdings, Inc.

Healthcare
10K
New
$10.31 - $16.55 $103K - $166K
10K $145K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
205
+ 1.79%
$108.46 - $120.63 $22.2K - $24.7K
11.7K $1.39M
JNJ
Johnson & Johnson

Healthcare
464
+ 33.45%
$155.17 - $185.42 $72K - $86K
1.85K $343K
JPM
Jpmorgan Chase & CO

Financial Services
85
+ 2.07%
$282.78 - $316.06 $24K - $26.9K
4.18K $1.32M
QUAL
Ishares Msci Usa Quality Facto

ETFs
366
+ 8.02%
$182.33 - $194.5 $66.7K - $71.2K
4.93K $959K
GS
Goldman Sachs Group Inc

Financial Services
54
+ 6.55%
$696.56 - $806.32 $37.6K - $43.5K
879 $699K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
3.67K
+ 22.74%
N/A
19.8K $623K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.42K
+ 31.67%
$49.43 - $54.52 $70.1K - $77.3K
5.9K $319K
CSCO
Cisco Systems, Inc.

Technology
1.48K
+ 33.53%
$66.2 - $71.79 $98.1K - $106K
5.9K $403K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
648
+ 4.25%
$62.09 - $66.51 $40.2K - $43.1K
15.9K $1.04M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
69
+ 0.06%
$76.16 - $78.59 $5.26K - $5.42K
113K $8.83M
PEP
Pepsico Inc

Consumer Defensive
216
+ 3.04%
$133.81 - $152.16 $28.9K - $32.9K
7.33K $1.03M
MRK
Merck & Co., Inc.

Healthcare
883
+ 31.22%
$77.6 - $87.37 $68.5K - $77.1K
3.71K $311K
BAC
Bank Of America Corp

Financial Services
916
+ 9.99%
$44.92 - $52.42 $41.1K - $48K
10.1K $520K
MCD
Mcdonalds Corp

Consumer Cyclical
205
+ 15.45%
$291.67 - $316.99 $59.8K - $65K
1.53K $465K
LMT
Lockheed Martin Corp

Industrials
101
+ 14.21%
$410.74 - $499.21 $41.5K - $50.4K
812 $405K
ASML
Asml Holding Nv

Technology
35
+ 14.0%
$689.63 - $968.09 $24.1K - $33.9K
285 $275K
RTX
Raytheon Technologies Corp

Industrials
4
+ 0.12%
$144.19 - $167.33 $577 - $669
3.41K $570K
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.07%
$214.92 - $244.84 $430 - $490
2.67K $646K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
170
+ 12.36%
$236.25 - $257.69 $40.2K - $43.8K
1.55K $396K
VBR
Vanguard Small Cap Value ETF

ETFs
88
+ 2.76%
$195.41 - $212.37 $17.2K - $18.7K
3.28K $684K
CVX
Chevron Corp

Energy
95
+ 2.45%
$145.57 - $161.83 $13.8K - $15.4K
3.98K $617K
FNDX
Schwab Fundamental U S Large C

ETFs
1.25K
+ 10.28%
$24.38 - $26.34 $30.4K - $32.9K
13.4K $352K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.05%
$303.93 - $329.86 $304 - $330
1.87K $613K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
55
+ 0.9%
$72.65 - $78.68 $4K - $4.33K
6.19K $484K
EFA
Ishares Tr Msci Eafe ETF

ETFs
225
+ 7.75%
$87.29 - $93.61 $19.6K - $21.1K
3.13K $292K
PG
Procter & Gamble CO

Consumer Defensive
263
+ 19.94%
$150.47 - $161.22 $39.6K - $42.4K
1.58K $243K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
65
+ 3.61%
$133.48 - $144.38 $8.68K - $9.38K
1.87K $265K
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.07%
$91.03 - $98.69 $182 - $197
3.07K $293K
COST
Costco Wholesale Corp

Consumer Defensive
46
+ 8.88%
$915.95 - $994.57 $42.1K - $45.8K
564 $522K
Morgan Stanley ETF Trust
19.2K
+ 7.43%
N/A
277K $0
Dimensional ETF Trust
26.3K
+ 2.78%
N/A
974K $0
Arista Networks Inc
1.4K
New
N/A
1.4K $0
Vanguard Instl Index Fd
4.38K
New
N/A
4.38K $0
KO
Coca Cola CO

Consumer Defensive
1
+ 0.03%
$65.67 - $71.67 $65.7 - $71.7
3.76K $249K
MAR
Marriott International Inc

Consumer Cyclical
70
+ 2.43%
$255.35 - $282.87 $17.9K - $19.8K
2.95K $768K
ADBE
Adobe Inc.

Technology
2
+ 0.35%
$333.65 - $392.1 $667 - $784
569 $200K
BXSL
Blackstone Secured Lending Fund

Financial Services
25.8K
+ 6.63%
$26.07 - $32.55 $674K - $841K
416K $10.8M
Activity Summary
Buys All Purchases 99 New Holdings 16 Increased Positions 83 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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