| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 15 | Q2 2024 | 4.5% |
| SPDR SER TR | 15 | Q2 2024 | 4.0% |
| APPLE INC | 15 | Q2 2024 | 2.9% |
| VANGUARD WHITEHALL FDS | 15 | Q2 2024 | 3.5% |
| VANGUARD SPECIALIZED FUNDS | 15 | Q2 2024 | 2.0% |
| SPDR SER TR | 15 | Q2 2024 | 1.9% |
| SELECT SECTOR SPDR TR | 15 | Q2 2024 | 2.7% |
| VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 2.8% |
| VANECK VECTORS ETF TR | 15 | Q2 2024 | 2.2% |
| MICROSOFT CORP | 15 | Q2 2024 | 2.5% |
View Destiny Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-29 |
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-04-09 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-15 |
View Destiny Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.