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