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 ETFs Only

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%
$0
$19.3 Million 3.66% of portfolio
714,761
Q3 2024 Added 0.59%
$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%
$0
$11 Million 2.08% of portfolio
242,694
Q3 2024 Reduced 0.01%
$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
$10.2 Million 1.94% of portfolio
158,556
Q3 2024 Added 0.13%
$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%
$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%
$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%
$0
$4.25 Million 0.8% of portfolio
91,029
Q3 2024 Reduced 1.31%
$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%
$0
$2.83 Million 0.54% of portfolio
51,742
Q3 2024 Reduced 24.68%
$0
$2.83 Million 0.54% of portfolio
43,732
Q3 2024 Added 6.08%
$0
$2.78 Million 0.53% of portfolio
36,323
Q3 2024 New
$0
$2.47 Million 0.47% of portfolio
105,212
Q3 2024 Reduced 20.75%
$0
$2.42 Million 0.46% of portfolio
79,791
Q2 2024 Reduced 79.68%
$0
$2.36 Million 0.45% of portfolio
47,669
Q3 2024 Reduced 1.9%
$0
$2.28 Million 0.43% of portfolio
9,606
Q3 2024 Reduced 0.09%
$0
$2.22 Million 0.42% of portfolio
44,984
Q3 2024 Reduced 0.59%
$0
$2.11 Million 0.4% of portfolio
41,373
Q3 2024 Reduced 1.52%
$0
$2 Million 0.38% of portfolio
78,355
Q3 2024 Added 53.04%
$0
$2.02 Million 0.38% of portfolio
16,088
Q2 2022 Reduced 1.73%

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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