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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$209,000 0.04% of portfolio
1,801
Q4 2023 New
$0
$217,000 0.04% of portfolio
9,131
Q1 2025 New
$0
$254,000 0.04% of portfolio
4,982
Q2 2023 Reduced 5.41%
$0
$222,000 0.04% of portfolio
2,926
Q2 2024 Reduced 11.23%
$0
$243,000 0.04% of portfolio
4,004
Q2 2024 Reduced 3.05%
$0
$214,000 0.04% of portfolio
2,177
Q1 2025 Added 2.74%
$0
$264,000 0.04% of portfolio
1,515
Q3 2024 Reduced 7.28%
$0
$226,000 0.04% of portfolio
4,287
Q1 2025 Reduced 6.76%
$0
$263,000 0.04% of portfolio
1,980
Q3 2024 Reduced 9.84%
$0
$217,000 0.04% of portfolio
2,959
Q3 2024 Reduced 7.33%
$0
$206,000 0.03% of portfolio
4,073
Q1 2025 Reduced 10.15%
$0
$202,000 0.03% of portfolio
4,478
Q1 2025 New
$0
$205,000 0.03% of portfolio
3,500
Q1 2025 Reduced 10.81%

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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