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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.23T
$21.8 Million 4.13% of portfolio
116,939
Q3 2024 Added 2.5%
$3.81T
$15.7 Million 2.98% of portfolio
67,593
Q3 2024 Reduced 13.07%
$138B
$14.9 Million 2.81% of portfolio
41,115
Q3 2024 Reduced 13.05%
$3.12T
$11.6 Million 2.2% of portfolio
26,934
Q3 2024 Reduced 12.85%
$5.21B
$10.8 Million 2.04% of portfolio
367,988
Q3 2024 Added 6.51%
$576B
$8.24 Million 1.56% of portfolio
17,905
Q3 2024 Reduced 0.06%
$1.15T
$5.75 Million 1.09% of portfolio
34,691
Q3 2024 Reduced 19.14%
$74.9B
$4.26 Million 0.81% of portfolio
15,203
Q3 2024 Added 40.64%
$1.38T
$4.17 Million 0.79% of portfolio
7,280
Q3 2024 Reduced 12.62%
$131B
$3.91 Million 0.74% of portfolio
51,979
Q3 2024 Reduced 9.38%
$373B
$3.36 Million 0.64% of portfolio
4,739
Q3 2024 Reduced 22.83%
$318B
$3.07 Million 0.58% of portfolio
11,204
Q3 2024 Reduced 9.42%
$339B
$1.74 Million 0.33% of portfolio
14,342
Q3 2024 Added 2.19%
$16.9B
$1.44 Million 0.27% of portfolio
134,829
Q3 2024 Reduced 36.13%
$1.18T
$1.12 Million 0.21% of portfolio
6,716
Q3 2024 Reduced 17.94%
$197B
$1.05 Million 0.2% of portfolio
6,146
Q3 2024 Added 0.67%
$86.9B
$929,000 0.18% of portfolio
2,288
Q3 2024 Added 15.15%
$310B
$961,000 0.18% of portfolio
4,867
Q3 2024 Reduced 0.29%
$132B
$588,000 0.11% of portfolio
6,967
Q3 2024 Added 1.16%
$15.6B
$548,000 0.1% of portfolio
4,000
Q2 2023 Reduced 0.25%
$87.9B
$479,000 0.09% of portfolio
1,928
Q3 2024 Reduced 7.13%
$300B
$451,000 0.09% of portfolio
3,066
Q3 2024 Added 1.42%
$208B
$426,000 0.08% of portfolio
1,399
Q3 2024 Added 1.89%
$704B
$410,000 0.08% of portfolio
1,946
Q3 2024 Added 5.13%
$1.25T
$391,000 0.07% of portfolio
1,496
Q3 2024 Added 2.82%
$22B
$351,000 0.07% of portfolio
2,141
Q3 2024 Added 4.9%
$90.8B
$355,000 0.07% of portfolio
2,060
Q3 2024 Added 924.88%
$399B
$348,000 0.07% of portfolio
859
Q3 2024 Added 6.58%
$10.2B
$306,000 0.06% of portfolio
375
Q1 2024 New
$207B
$321,000 0.06% of portfolio
359
Q1 2024 New
$0
$306,000 0.06% of portfolio
29,290
Q3 2023 Reduced 28.49%
$503B
$291,000 0.06% of portfolio
1,059
Q3 2024 Added 5.79%
$57.9B
$245,000 0.05% of portfolio
1,383
Q3 2024 New
$264B
$286,000 0.05% of portfolio
3,985
Q3 2024 Reduced 0.1%
$17.5B
$246,000 0.05% of portfolio
1,512
Q3 2024 Reduced 1.82%
$362B
$265,000 0.05% of portfolio
6,698
Q3 2024 Added 5.5%
$52.2B
$270,000 0.05% of portfolio
5,356
Q2 2024 New
$198B
$255,000 0.05% of portfolio
2,660
Q3 2024 Reduced 5.74%
$487B
$263,000 0.05% of portfolio
451
Q3 2024 Reduced 3.63%
$251B
$268,000 0.05% of portfolio
2,367
Q3 2024 Added 0.25%
$65.2B
$204,000 0.04% of portfolio
1,017
Q3 2024 Reduced 11.02%
$187B
$224,000 0.04% of portfolio
1,368
Q3 2024 New
$252B
$227,000 0.04% of portfolio
2,817
Q3 2024 New
$376B
$228,000 0.04% of portfolio
1,317
Q3 2024 Reduced 0.08%
$87.4B
$223,000 0.04% of portfolio
575
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Added 5.02%

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
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