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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$270B
$3.7 Million 0.65% of portfolio
11,053
Q4 2024 Reduced 1.35%
$0
$3.66 Million 0.64% of portfolio
60,503
Q4 2024 Added 0.29%
$0
$3.42 Million 0.6% of portfolio
27,246
Q4 2024 Added 0.44%
$144B
$3.27 Million 0.57% of portfolio
54,193
Q4 2024 Added 4.26%
$0
$3.26 Million 0.57% of portfolio
50,025
Q4 2024 Added 1.74%
$169B
$3.23 Million 0.56% of portfolio
42,750
Q4 2024 New
$0
$2.86 Million 0.5% of portfolio
45,168
Q4 2024 Added 3.28%
$0
$2.65 Million 0.46% of portfolio
53,796
Q4 2024 Added 3.97%
$0
$2.52 Million 0.44% of portfolio
10,479
Q4 2024 Added 9.09%
$0
$2.46 Million 0.43% of portfolio
50,554
Q4 2024 Added 6.05%
$0
$2.38 Million 0.42% of portfolio
79,791
Q2 2024 Reduced 79.68%
$0
$2.21 Million 0.39% of portfolio
45,564
Q4 2024 Added 1.29%
$0
$2.26 Million 0.39% of portfolio
44,338
Q4 2024 Added 7.17%
$0
$2.11 Million 0.37% of portfolio
16,425
Q4 2024 Added 2.09%
$0
$2.03 Million 0.35% of portfolio
79,666
Q4 2024 Added 1.67%
$0
$1.74 Million 0.3% of portfolio
22,850
Q1 2022 Reduced 12.76%
$0
$1.45 Million 0.25% of portfolio
57,894
Q3 2024 Reduced 3.1%
$12.1B
$1.42 Million 0.25% of portfolio
131,900
Q4 2024 Reduced 2.17%
$474B
$1.36 Million 0.24% of portfolio
2
Q4 2024 New
$0
$1.39 Million 0.24% of portfolio
2,355
Q4 2024 Added 1.73%
$0
$1.31 Million 0.23% of portfolio
40,924
Q4 2024 Reduced 0.83%
$0
$1.26 Million 0.22% of portfolio
4,689
Q3 2024 Added 0.49%
$0
$1.25 Million 0.22% of portfolio
6,583
Q2 2024 Reduced 0.56%
$950B
$1.25 Million 0.22% of portfolio
6,569
Q4 2024 Reduced 2.19%
$0
$1.22 Million 0.21% of portfolio
5,032
Q4 2024 Added 0.92%
$0
$1.1 Million 0.19% of portfolio
9,523
Q4 2024 Reduced 3.14%
$491B
$990,000 0.17% of portfolio
9,212
Q4 2024 Added 0.43%
$0
$991,000 0.17% of portfolio
23,260
Q4 2024 Reduced 1.24%
$0
$998,000 0.17% of portfolio
11,245
Q4 2024 Reduced 2.54%
$0
$900,000 0.16% of portfolio
13,199
Q4 2024 Added 5.45%
$206B
$925,000 0.16% of portfolio
6,089
Q4 2024 Reduced 0.93%
$0
$891,000 0.16% of portfolio
15,535
Q1 2024 Reduced 1.27%
$88.5B
$890,000 0.16% of portfolio
751
Q4 2024 New
$0
$921,000 0.16% of portfolio
20,457
Q4 2024 Added 1.23%
$0
$873,000 0.15% of portfolio
20,766
Q2 2024 Reduced 3.0%
$0
$852,000 0.15% of portfolio
4,786
Q4 2024 Added 5.67%
$363B
$860,000 0.15% of portfolio
4,842
Q4 2024 Reduced 0.51%
$380B
$789,000 0.14% of portfolio
4,740
Q4 2024 New
$0
$777,000 0.14% of portfolio
6,035
Q4 2024 Reduced 1.63%
$98B
$813,000 0.14% of portfolio
3,361
Q4 2024 Added 5.66%
$0
$742,000 0.13% of portfolio
15,532
Q4 2024 Added 4.6%
$0
$736,000 0.13% of portfolio
8,056
Q4 2024 Added 42.86%
$98.2B
$680,000 0.12% of portfolio
2,266
Q4 2024 Reduced 0.96%
$0
$672,000 0.12% of portfolio
7,612
Q4 2024 Added 19.63%
$0
$673,000 0.12% of portfolio
16,260
Q4 2020 New
$0
$651,000 0.11% of portfolio
6,120
Q4 2020 New
$0
$614,000 0.11% of portfolio
2,122
Q4 2024 Added 44.35%
$0
$612,000 0.11% of portfolio
11,847
Q4 2024 Added 1.24%
$0
$591,000 0.1% of portfolio
16,588
Q1 2023 Reduced 0.49%

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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