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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.21T
$26.1 Million 4.55% of portfolio
118,787
Q4 2024 Added 1.58%
$3.95T
$17.6 Million 3.07% of portfolio
70,169
Q4 2024 Added 3.81%
$3.04T
$11.8 Million 2.07% of portfolio
28,102
Q4 2024 Added 4.34%
$623B
$8.26 Million 1.44% of portfolio
18,225
Q4 2024 Added 1.79%
$1.07T
$7 Million 1.22% of portfolio
36,995
Q4 2024 Added 6.64%
$335B
$5.95 Million 1.04% of portfolio
44,318
Q4 2024 Added 209.01%
$1.54T
$4.37 Million 0.76% of portfolio
7,401
Q4 2024 Added 1.66%
$446B
$4.21 Million 0.73% of portfolio
4,721
Q4 2024 Reduced 0.38%
$1.07T
$3.82 Million 0.67% of portfolio
9,449
Q4 2024 Added 531.62%
$310B
$3.7 Million 0.65% of portfolio
11,053
Q4 2024 Reduced 1.35%
$431B
$1.36 Million 0.24% of portfolio
2
Q4 2024 New
$1.11T
$1.25 Million 0.22% of portfolio
6,569
Q4 2024 Reduced 2.19%
$461B
$990,000 0.17% of portfolio
9,212
Q4 2024 Added 0.43%
$211B
$925,000 0.16% of portfolio
6,089
Q4 2024 Reduced 0.93%
$357B
$860,000 0.15% of portfolio
4,842
Q4 2024 Reduced 0.51%
$452B
$789,000 0.14% of portfolio
4,740
Q4 2024 New
$307B
$442,000 0.08% of portfolio
3,058
Q4 2024 Reduced 0.26%
$224B
$392,000 0.07% of portfolio
1,353
Q4 2024 Reduced 3.29%
$570B
$377,000 0.07% of portfolio
1,194
Q4 2024 Added 12.75%
$532B
$381,000 0.07% of portfolio
725
Q4 2024 New
$227B
$369,000 0.06% of portfolio
3,715
Q4 2024 Added 56.95%
$394B
$341,000 0.06% of portfolio
879
Q4 2024 Added 2.33%
$360B
$298,000 0.05% of portfolio
6,796
Q4 2024 Added 1.46%
$309B
$243,000 0.04% of portfolio
3,911
Q4 2024 Reduced 1.86%
$257B
$249,000 0.04% of portfolio
2,760
Q4 2024 Reduced 2.02%
$403B
$222,000 0.04% of portfolio
1,329
Q4 2024 Added 0.91%
$209B
$220,000 0.04% of portfolio
423
Q4 2024 New
$436B
$229,000 0.04% of portfolio
453
Q4 2024 Added 0.44%

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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