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
$15.6B
$548,000 0.1% of portfolio
4,000
Q2 2023 Reduced 0.25%
$0
$568,000 0.1% of portfolio
2,571
Q4 2024 Added 24.08%
$0
$583,000 0.1% of portfolio
2,602
Q4 2024 Added 1.84%
$0
$570,000 0.1% of portfolio
7,984
Q3 2024 Reduced 5.93%
$76.9B
$539,000 0.09% of portfolio
1,934
Q4 2024 Added 0.31%
$138B
$495,000 0.09% of portfolio
6,912
Q4 2024 Reduced 0.79%
$712B
$494,000 0.09% of portfolio
2,062
Q4 2024 Added 5.96%
$0
$538,000 0.09% of portfolio
23,455
Q4 2024 Reduced 2.39%
$0
$508,000 0.09% of portfolio
16,130
Q3 2024 Reduced 0.01%
$0
$440,000 0.08% of portfolio
3,129
Q4 2020 New
$325B
$442,000 0.08% of portfolio
3,058
Q4 2024 Reduced 0.26%
$0
$461,000 0.08% of portfolio
13,326
Q2 2021 New
$45.8B
$445,000 0.08% of portfolio
5,982
Q4 2024 Added 11.69%
$161B
$446,000 0.08% of portfolio
421
Q4 2024 Added 17.27%
$0
$466,000 0.08% of portfolio
4,815
Q2 2024 Reduced 6.74%
$226B
$392,000 0.07% of portfolio
1,353
Q4 2024 Reduced 3.29%
$0
$422,000 0.07% of portfolio
6,134
Q3 2024 Reduced 11.29%
$0
$396,000 0.07% of portfolio
5,881
Q4 2024 Reduced 6.08%
$561B
$377,000 0.07% of portfolio
1,194
Q4 2024 Added 12.75%
$516B
$381,000 0.07% of portfolio
725
Q4 2024 New
$25.1B
$371,000 0.06% of portfolio
1,991
Q4 2024 Reduced 7.01%
$0
$322,000 0.06% of portfolio
1,938
Q1 2022 Reduced 17.81%
$0
$346,000 0.06% of portfolio
2,139
Q3 2024 Reduced 0.56%
$226B
$369,000 0.06% of portfolio
3,715
Q4 2024 Added 56.95%
$0
$354,000 0.06% of portfolio
2,091
Q4 2024 Added 25.06%
$0
$360,000 0.06% of portfolio
2,735
Q4 2024 Added 2.9%
$367B
$341,000 0.06% of portfolio
879
Q4 2024 Added 2.33%
$52.9B
$320,000 0.06% of portfolio
1,388
Q4 2024 Added 0.36%
$0
$300,000 0.05% of portfolio
31,181
Q4 2024 Added 6.46%
$0
$260,000 0.05% of portfolio
3,663
Q3 2024 Reduced 0.22%
$0
$278,000 0.05% of portfolio
6,171
Q4 2024 Reduced 6.73%
$331B
$298,000 0.05% of portfolio
6,796
Q4 2024 Added 1.46%
$179B
$282,000 0.05% of portfolio
2,539
Q4 2024 Reduced 4.55%
$0
$284,000 0.05% of portfolio
1,375
Q4 2024 Reduced 9.6%
$0
$313,000 0.05% of portfolio
5,169
Q4 2023 New
$0
$285,000 0.05% of portfolio
1,515
Q3 2024 Reduced 7.28%
$0
$265,000 0.05% of portfolio
1,341
Q4 2024 Added 12.69%
$0
$294,000 0.05% of portfolio
1,980
Q3 2024 Reduced 9.84%
$0
$263,000 0.05% of portfolio
1,912
Q2 2024 Reduced 12.25%
$0
$206,000 0.04% of portfolio
1,801
Q4 2023 New
$304B
$243,000 0.04% of portfolio
3,911
Q4 2024 Reduced 1.86%
$231B
$249,000 0.04% of portfolio
2,760
Q4 2024 Reduced 2.02%
$167B
$210,000 0.04% of portfolio
1,744
Q4 2024 Added 27.49%
$0
$222,000 0.04% of portfolio
2,926
Q2 2024 Reduced 11.23%
$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%

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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