Destiny Wealth Partners, LLC Portfolio Holdings

Destiny Wealth Partners, LLC

  • $573 Million
  • Q4 2024

Destiny Wealth Partners, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $573 Million distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $30.3M, J P Morgan Exchange Traded Fd with a value of $26.4M, Amazon Com Inc with a value of $26.1M, Dimensional ETF Tr with a value of $18.3M, and Apple Inc. with a value of $17.6M.

Examining the 13F form we can see an increase of $44.8M in the current position value, from $528M to 573M.

Below you can find more details about Destiny Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $573 Million
ETFs: $398 Million
Technology: $59 Million
Consumer Cyclical: $32.7 Million
Financial Services: $23.8 Million
Communication Services: $18.5 Million
Healthcare: $17.9 Million
Consumer Defensive: $1.64 Million
Energy: $1.43 Million
Other: $900,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$228,000 0.04% of portfolio
3,924
Q1 2024 Reduced 35.46%
$0
$216,000 0.04% of portfolio
4,004
Q2 2024 Reduced 3.05%
$0
$228,000 0.04% of portfolio
4,533
Q4 2024 New
$0
$206,000 0.04% of portfolio
4,285
Q4 2024 New
$0
$228,000 0.04% of portfolio
5,155
Q2 2024 Reduced 18.52%
$0
$232,000 0.04% of portfolio
2,959
Q3 2024 Reduced 7.33%
$0
$242,000 0.04% of portfolio
4,598
Q4 2024 New
$0
$250,000 0.04% of portfolio
4,982
Q2 2023 Reduced 5.41%
$0
$210,000 0.04% of portfolio
5,219
Q3 2024 New
$0
$205,000 0.04% of portfolio
2,119
Q3 2024 Added 0.76%
$0
$249,000 0.04% of portfolio
3,554
Q4 2024 Added 29.66%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $573 Million
  • Prior Value $528 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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