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

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$226,000 0.04% of portfolio
1,801
Q4 2023 New
$0
$231,000 0.04% of portfolio
3,924
Q1 2024 Reduced 35.46%
$87.5B
$223,000 0.04% of portfolio
575
Q3 2024 New
$0
$214,000 0.04% of portfolio
2,119
Q3 2024 Added 0.76%
$0
$222,000 0.04% of portfolio
2,926
Q2 2024 Reduced 11.23%
$0
$205,000 0.04% of portfolio
4,303
Q3 2024 New
$0
$237,000 0.04% of portfolio
2,959
Q3 2024 Reduced 7.33%
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q3 2024 Added 0.3%
Reddit Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Added 5.02%
Hive Digital Technologies Lt
-
$0 0.0% of portfolio
-
Q3 2024 New
Icoreconnect Inc
-
$0 0.0% of portfolio
-
Q4 2023 Added 45.56%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $528 Million
  • Prior Value $521 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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