$498 Million is the total value of Destiny Wealth Partners, LLC's 522 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BETZ | New | LISTED FD TRroundhill sports | $1,398,000 | – | 46,488 | +100.0% | 0.28% | – |
| HUBS | New | HUBSPOT INC | $214,000 | – | 316 | +100.0% | 0.04% | – |
| TSLA | New | TESLA INC | $210,000 | – | 271 | +100.0% | 0.04% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $190,000 | – | 1,850 | +100.0% | 0.04% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $179,000 | – | 1,000 | +100.0% | 0.04% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $181,000 | – | 1,794 | +100.0% | 0.04% | – |
| FDLO | New | FIDELITY COVINGTON TRUSTlow volity etf | $179,000 | – | 3,774 | +100.0% | 0.04% | – |
| SBCF | New | SEACOAST BKG CORP FLA | $176,000 | – | 5,204 | +100.0% | 0.04% | – |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $170,000 | – | 547 | +100.0% | 0.03% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $163,000 | – | 2,598 | +100.0% | 0.03% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $159,000 | – | 370 | +100.0% | 0.03% | – |
| DVY | New | ISHARES TRselect divid etf | $160,000 | – | 1,396 | +100.0% | 0.03% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $152,000 | – | 1,871 | +100.0% | 0.03% | – |
| CSCO | New | CISCO SYS INC | $156,000 | – | 2,874 | +100.0% | 0.03% | – |
| IPAY | New | ETF MANAGERS TRprime mobile pay | $155,000 | – | 2,292 | +100.0% | 0.03% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $151,000 | – | 3,546 | +100.0% | 0.03% | – |
| T | New | AT&T INC | $150,000 | – | 5,572 | +100.0% | 0.03% | – |
| QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $148,000 | – | 2,363 | +100.0% | 0.03% | – |
| XSW | New | SPDR SER TR | $150,000 | – | 873 | +100.0% | 0.03% | – |
| ABT | New | ABBOTT LABS | $145,000 | – | 1,226 | +100.0% | 0.03% | – |
| DG | New | DOLLAR GEN CORP NEW | $142,000 | – | 669 | +100.0% | 0.03% | – |
| LMT | New | LOCKHEED MARTIN CORP | $146,000 | – | 424 | +100.0% | 0.03% | – |
| EFG | New | ISHARES TReafe grwth etf | $143,000 | – | 1,343 | +100.0% | 0.03% | – |
| TDIV | New | FIRST TR EXCHANGE-TRADED FDnasd tech div | $141,000 | – | 2,493 | +100.0% | 0.03% | – |
| BA | New | BOEING CO | $138,000 | – | 627 | +100.0% | 0.03% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $135,000 | – | 3,731 | +100.0% | 0.03% | – |
| XLC | New | SELECT SECTOR SPDR TR | $129,000 | – | 1,613 | +100.0% | 0.03% | – |
| CRM | New | SALESFORCE COM INC | $132,000 | – | 487 | +100.0% | 0.03% | – |
| IAU | New | ISHARES GOLD TRishares new | $124,000 | – | 3,711 | +100.0% | 0.02% | – |
| IGLB | New | ISHARES TR10+ yr invst grd | $121,000 | – | 1,749 | +100.0% | 0.02% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $117,000 | – | 205 | +100.0% | 0.02% | – |
| FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $113,000 | – | 1,880 | +100.0% | 0.02% | – |
| FCVT | New | FIRST TR EXCHANGE-TRADED FDssi strg etf | $112,000 | – | 2,212 | +100.0% | 0.02% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $108,000 | – | 1,370 | +100.0% | 0.02% | – |
| EXC | New | EXELON CORP | $109,000 | – | 2,246 | +100.0% | 0.02% | – |
| ETV | New | EATON VANCE TAX-MANAGED BUY- | $110,000 | – | 6,907 | +100.0% | 0.02% | – |
| IVOL | New | KRANESHARES TRquadrtc int rt | $107,000 | – | 3,846 | +100.0% | 0.02% | – |
| IEMG | New | ISHARES INCcore msci emkt | $98,000 | – | 1,582 | +100.0% | 0.02% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $100,000 | – | 590 | +100.0% | 0.02% | – |
| BAC | New | BK OF AMERICA CORP | $98,000 | – | 2,299 | +100.0% | 0.02% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $99,000 | – | 681 | +100.0% | 0.02% | – |
| AVGO | New | BROADCOM INC | $97,000 | – | 201 | +100.0% | 0.02% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $94,000 | – | 1,276 | +100.0% | 0.02% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $91,000 | – | 1,177 | +100.0% | 0.02% | – |
| USB | New | US BANCORP DEL | $88,000 | – | 1,486 | +100.0% | 0.02% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $83,000 | – | 207 | +100.0% | 0.02% | – |
| REZ | New | ISHARES TRresidential mult | $85,000 | – | 994 | +100.0% | 0.02% | – |
| WMT | New | WALMART INC | $85,000 | – | 608 | +100.0% | 0.02% | – |
| AGZ | New | ISHARES TRagency bond etf | $87,000 | – | 734 | +100.0% | 0.02% | – |
| PSX | New | PHILLIPS 66 | $79,000 | – | 1,130 | +100.0% | 0.02% | – |
| ABBV | New | ABBVIE INC | $81,000 | – | 748 | +100.0% | 0.02% | – |
| CL | New | COLGATE PALMOLIVE CO | $82,000 | – | 1,083 | +100.0% | 0.02% | – |
| PICB | New | INVESCO EXCH TRADED FD TR IIintl corp bd | $82,000 | – | 2,918 | +100.0% | 0.02% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $81,000 | – | 1,091 | +100.0% | 0.02% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $80,000 | – | 1,758 | +100.0% | 0.02% | – |
| LXP | New | LEXINGTON REALTY TRUST | $82,000 | – | 6,430 | +100.0% | 0.02% | – |
| NCBS | New | NICOLET BANKSHARES INC | $80,000 | – | 1,072 | +100.0% | 0.02% | – |
| PYPL | New | PAYPAL HLDGS INC | $82,000 | – | 317 | +100.0% | 0.02% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $79,000 | – | 233 | +100.0% | 0.02% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $78,000 | – | 700 | +100.0% | 0.02% | – |
| TXN | New | TEXAS INSTRS INC | $81,000 | – | 422 | +100.0% | 0.02% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $78,000 | – | 1,236 | +100.0% | 0.02% | – |
| WEC | New | WEC ENERGY GROUP INC | $75,000 | – | 846 | +100.0% | 0.02% | – |
| XHB | New | SPDR SER TRs&p homebuild | $77,000 | – | 1,069 | +100.0% | 0.02% | – |
| FIBR | New | ISHARES TRu.s. fixed incme | $77,000 | – | 765 | +100.0% | 0.02% | – |
| NOW | New | SERVICENOW INC | $77,000 | – | 124 | +100.0% | 0.02% | – |
| MMM | New | 3M CO | $75,000 | – | 430 | +100.0% | 0.02% | – |
| DGRW | New | WISDOMTREE TRus qtly div grt | $72,000 | – | 1,220 | +100.0% | 0.01% | – |
| KDP | New | KEURIG DR PEPPER INC | $63,000 | – | 1,832 | +100.0% | 0.01% | – |
| COST | New | COSTCO WHSL CORP NEW | $63,000 | – | 141 | +100.0% | 0.01% | – |
| PSA | New | PUBLIC STORAGE | $63,000 | – | 213 | +100.0% | 0.01% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $63,000 | – | 728 | +100.0% | 0.01% | – |
| NEO | New | NEOGENOMICS INC | $65,000 | – | 1,350 | +100.0% | 0.01% | – |
| MKC | New | MCCORMICK & CO INC | $64,000 | – | 794 | +100.0% | 0.01% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $60,000 | – | 1,000 | +100.0% | 0.01% | – |
| CRBN | New | ISHARES TRmsci lw crb tg | $60,000 | – | 368 | +100.0% | 0.01% | – |
| GILD | New | GILEAD SCIENCES INC | $58,000 | – | 826 | +100.0% | 0.01% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $59,000 | – | 1,054 | +100.0% | 0.01% | – |
| CBOE | New | CBOE GLOBAL MKTS INC | $59,000 | – | 474 | +100.0% | 0.01% | – |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $62,000 | – | 4,000 | +100.0% | 0.01% | – |
| BCPC | New | BALCHEM CORP | $58,000 | – | 397 | +100.0% | 0.01% | – |
| ZTS | New | ZOETIS INCcl a | $60,000 | – | 307 | +100.0% | 0.01% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $59,000 | – | 425 | +100.0% | 0.01% | – |
| UI | New | UBIQUITI INC | $60,000 | – | 202 | +100.0% | 0.01% | – |
| BAX | New | BAXTER INTL INC | $58,000 | – | 727 | +100.0% | 0.01% | – |
| PINC | New | PREMIER INCcl a | $60,000 | – | 1,560 | +100.0% | 0.01% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $56,000 | – | 919 | +100.0% | 0.01% | – |
| INOV | New | INOVALON HLDGS INC | $56,000 | – | 1,385 | +100.0% | 0.01% | – |
| IDA | New | IDACORP INC | $54,000 | – | 527 | +100.0% | 0.01% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $57,000 | – | 444 | +100.0% | 0.01% | – |
| NEAR | New | ISHARES U S ETF TRblackrock st mat | $54,000 | – | 1,086 | +100.0% | 0.01% | – |
| HSY | New | HERSHEY CO | $57,000 | – | 335 | +100.0% | 0.01% | – |
| ACN | New | ACCENTURE PLC IRELAND | $55,000 | – | 173 | +100.0% | 0.01% | – |
| KR | New | KROGER CO | $56,000 | – | 1,394 | +100.0% | 0.01% | – |
| AMN | New | AMN HEALTHCARE SVCS INC | $55,000 | – | 482 | +100.0% | 0.01% | – |
| DUK | New | DUKE ENERGY CORP NEW | $53,000 | – | 544 | +100.0% | 0.01% | – |
| CHE | New | CHEMED CORP NEW | $53,000 | – | 115 | +100.0% | 0.01% | – |
| DOL | New | WISDOMTREE TRintl lrgcap dv | $56,000 | – | 1,174 | +100.0% | 0.01% | – |
| CLX | New | CLOROX CO DEL | $55,000 | – | 332 | +100.0% | 0.01% | – |
| FUN | New | CEDAR FAIR L Pdepositry unit | $54,000 | – | 1,174 | +100.0% | 0.01% | – |
| EMR | New | EMERSON ELEC CO | $57,000 | – | 600 | +100.0% | 0.01% | – |
| GIS | New | GENERAL MLS INC | $57,000 | – | 947 | +100.0% | 0.01% | – |
| AIZ | New | ASSURANT INC | $56,000 | – | 358 | +100.0% | 0.01% | – |
| NFG | New | NATIONAL FUEL GAS CO | $53,000 | – | 1,008 | +100.0% | 0.01% | – |
| EVRG | New | EVERGY INC | $54,000 | – | 870 | +100.0% | 0.01% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $55,000 | – | 538 | +100.0% | 0.01% | – |
| FSK | New | FS KKR CAP CORP | $54,000 | – | 2,462 | +100.0% | 0.01% | – |
| FCN | New | FTI CONSULTING INC | $56,000 | – | 413 | +100.0% | 0.01% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $53,000 | – | 893 | +100.0% | 0.01% | – |
| FLO | New | FLOWERS FOODS INC | $54,000 | – | 2,293 | +100.0% | 0.01% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $56,000 | – | 576 | +100.0% | 0.01% | – |
| AEE | New | AMEREN CORP | $48,000 | – | 597 | +100.0% | 0.01% | – |
| AWR | New | AMER STATES WTR CO | $51,000 | – | 600 | +100.0% | 0.01% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $48,000 | – | 80 | +100.0% | 0.01% | – |
| CMS | New | CMS ENERGY CORP | $50,000 | – | 829 | +100.0% | 0.01% | – |
| NSA | New | NATIONAL STORAGE AFFILIATES | $51,000 | – | 962 | +100.0% | 0.01% | – |
| ATO | New | ATMOS ENERGY CORP | $51,000 | – | 575 | +100.0% | 0.01% | – |
| ES | New | EVERSOURCE ENERGY | $50,000 | – | 608 | +100.0% | 0.01% | – |
| F | New | FORD MTR CO DEL | $48,000 | – | 3,389 | +100.0% | 0.01% | – |
| POR | New | PORTLAND GEN ELEC CO | $51,000 | – | 1,091 | +100.0% | 0.01% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $51,000 | – | 600 | +100.0% | 0.01% | – |
| QGEN | New | QIAGEN NV | $52,000 | – | 1,000 | +100.0% | 0.01% | – |
| CHD | New | CHURCH & DWIGHT INC | $50,000 | – | 611 | +100.0% | 0.01% | – |
| BKH | New | BLACK HILLS CORP | $50,000 | – | 793 | +100.0% | 0.01% | – |
| DPZ | New | DOMINOS PIZZA INC | $51,000 | – | 107 | +100.0% | 0.01% | – |
| W | New | WAYFAIR INCcl a | $51,000 | – | 200 | +100.0% | 0.01% | – |
| VAC | New | MARRIOTT VACATIONS WORLDWIDE | $48,000 | – | 302 | +100.0% | 0.01% | – |
| JKHY | New | HENRY JACK & ASSOC INC | $52,000 | – | 317 | +100.0% | 0.01% | – |
| DVOL | New | FIRST TR EXCHANGE-TRADED FDdorsy wr momnt | $43,000 | – | 1,544 | +100.0% | 0.01% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $47,000 | – | 258 | +100.0% | 0.01% | – |
| C | New | CITIGROUP INC | $47,000 | – | 670 | +100.0% | 0.01% | – |
| DAL | New | DELTA AIR LINES INC DEL | $43,000 | – | 1,000 | +100.0% | 0.01% | – |
| MDT | New | MEDTRONIC PLC | $45,000 | – | 358 | +100.0% | 0.01% | – |
| INFY | New | INFOSYS LTDsponsored adr | $47,000 | – | 2,128 | +100.0% | 0.01% | – |
| RSG | New | REPUBLIC SVCS INC | $44,000 | – | 368 | +100.0% | 0.01% | – |
| KWEB | New | KRANESHARES TRcsi chi internet | $46,000 | – | 982 | +100.0% | 0.01% | – |
| AGGY | New | WISDOMTREE TRyield enhancd us | $44,000 | – | 848 | +100.0% | 0.01% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $46,000 | – | 667 | +100.0% | 0.01% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $47,000 | – | 272 | +100.0% | 0.01% | – |
| CI | New | CIGNA CORP NEW | $40,000 | – | 199 | +100.0% | 0.01% | – |
| RHP | New | RYMAN HOSPITALITY PPTYS INC | $42,000 | – | 500 | +100.0% | 0.01% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $39,000 | – | 781 | +100.0% | 0.01% | – |
| ORCL | New | ORACLE CORP | $41,000 | – | 471 | +100.0% | 0.01% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $42,000 | – | 766 | +100.0% | 0.01% | – |
| MO | New | ALTRIA GROUP INC | $39,000 | – | 866 | +100.0% | 0.01% | – |
| TSN | New | TYSON FOODS INCcl a | $41,000 | – | 519 | +100.0% | 0.01% | – |
| DTE | New | DTE ENERGY CO | $38,000 | – | 338 | +100.0% | 0.01% | – |
| DHI | New | D R HORTON INC | $42,000 | – | 500 | +100.0% | 0.01% | – |
| KMB | New | KIMBERLY-CLARK CORP | $42,000 | – | 319 | +100.0% | 0.01% | – |
| CAT | New | CATERPILLAR INC | $38,000 | – | 200 | +100.0% | 0.01% | – |
| TFC | New | TRUIST FINL CORP | $38,000 | – | 646 | +100.0% | 0.01% | – |
| MDXG | New | MIMEDX GROUP INC | $42,000 | – | 6,900 | +100.0% | 0.01% | – |
| New | MATTERPORT INC | $38,000 | – | 2,000 | +100.0% | 0.01% | – | |
| PTON | New | PELOTON INTERACTIVE INC | $34,000 | – | 396 | +100.0% | 0.01% | – |
| SCHW | New | SCHWAB CHARLES CORP | $34,000 | – | 465 | +100.0% | 0.01% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $34,000 | – | 533 | +100.0% | 0.01% | – |
| HTD | New | HANCOCK JOHN TAX-ADVANTAGED | $34,000 | – | 1,500 | +100.0% | 0.01% | – |
| LOW | New | LOWES COS INC | $33,000 | – | 164 | +100.0% | 0.01% | – |
| WM | New | WASTE MGMT INC DEL | $37,000 | – | 250 | +100.0% | 0.01% | – |
| VMW | New | VMWARE INC | $34,000 | – | 232 | +100.0% | 0.01% | – |
| BK | New | BANK NEW YORK MELLON CORP | $36,000 | – | 700 | +100.0% | 0.01% | – |
| VRIG | New | INVESCO ACTIVELY MANAGED ETFvar rate invt | $33,000 | – | 1,318 | +100.0% | 0.01% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $33,000 | – | 67 | +100.0% | 0.01% | – |
| IUSB | New | ISHARES TRcore total usd | $34,000 | – | 638 | +100.0% | 0.01% | – |
| PGP | New | PIMCO GLOBAL STOCKSPLS INCM | $37,000 | – | 3,400 | +100.0% | 0.01% | – |
| PGR | New | PROGRESSIVE CORP | $33,000 | – | 360 | +100.0% | 0.01% | – |
| SYK | New | STRYKER CORPORATION | $35,000 | – | 134 | +100.0% | 0.01% | – |
| PAWZ | New | PROSHARES TRpet care etf | $31,000 | – | 400 | +100.0% | 0.01% | – |
| CB | New | CHUBB LIMITED | $30,000 | – | 171 | +100.0% | 0.01% | – |
| FDX | New | FEDEX CORP | $32,000 | – | 148 | +100.0% | 0.01% | – |
| ORI | New | OLD REP INTL CORP | $30,000 | – | 1,314 | +100.0% | 0.01% | – |
| TD | New | TORONTO DOMINION BK ONT | $30,000 | – | 454 | +100.0% | 0.01% | – |
| TRI | New | THOMSON REUTERS CORP. | $32,000 | – | 292 | +100.0% | 0.01% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $30,000 | – | 112 | +100.0% | 0.01% | – |
| ARKQ | New | ARK ETF TRautnmus technlgy | $32,000 | – | 412 | +100.0% | 0.01% | – |
| PIE | New | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $23,000 | – | 960 | +100.0% | 0.01% | – |
| BIB | New | PROSHARES TR | $26,000 | – | 270 | +100.0% | 0.01% | – |
| GTO | New | INVESCO ACTIVELY MANAGED ETFtotal return | $23,000 | – | 405 | +100.0% | 0.01% | – |
| USFR | New | WISDOMTREE TRfloatng rat trea | $23,000 | – | 910 | +100.0% | 0.01% | – |
| RY | New | ROYAL BK CDA | $26,000 | – | 260 | +100.0% | 0.01% | – |
| FXD | New | FIRST TR EXCHANGE TRADED FDconsumr discre | $27,000 | – | 450 | +100.0% | 0.01% | – |
| PSK | New | SPDR SER TRice pfd sec etf | $23,000 | – | 534 | +100.0% | 0.01% | – |
| RCL | New | ROYAL CARIBBEAN GROUP | $23,000 | – | 257 | +100.0% | 0.01% | – |
| TRV | New | TRAVELERS COMPANIES INC | $23,000 | – | 150 | +100.0% | 0.01% | – |
| FEMB | New | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $24,000 | – | 730 | +100.0% | 0.01% | – |
| NVCR | New | NOVOCURE LTD | $23,000 | – | 200 | +100.0% | 0.01% | – |
| BIIB | New | BIOGEN INC | $24,000 | – | 84 | +100.0% | 0.01% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $25,000 | – | 90 | +100.0% | 0.01% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $27,000 | – | 248 | +100.0% | 0.01% | – |
| ANTM | New | ANTHEM INC | $26,000 | – | 69 | +100.0% | 0.01% | – |
| FHLC | New | FIDELITY COVINGTON TRUSTmsci hlth care i | $23,000 | – | 361 | +100.0% | 0.01% | – |
| JNK | New | SPDR SER TRbloomberg brclys | $23,000 | – | 206 | +100.0% | 0.01% | – |
| VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $21,000 | – | 324 | +100.0% | 0.00% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $20,000 | – | 180 | +100.0% | 0.00% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $22,000 | – | 272 | +100.0% | 0.00% | – |
| CINF | New | CINCINNATI FINL CORP | $20,000 | – | 171 | +100.0% | 0.00% | – |
| YETI | New | YETI HLDGS INC | $20,000 | – | 231 | +100.0% | 0.00% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $22,000 | – | 706 | +100.0% | 0.00% | – |
| GPI | New | GROUP 1 AUTOMOTIVE INC | $20,000 | – | 109 | +100.0% | 0.00% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $22,000 | – | 45 | +100.0% | 0.00% | – |
| NGVT | New | INGEVITY CORP | $19,000 | – | 273 | +100.0% | 0.00% | – |
| FTSL | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $22,000 | – | 454 | +100.0% | 0.00% | – |
| TWTR | New | TWITTER INC | $19,000 | – | 311 | +100.0% | 0.00% | – |
| New | BLUE FOUNDRY BANCORP | $21,000 | – | 1,530 | +100.0% | 0.00% | – | |
| IUSG | New | ISHARES TRcore s&p us gwt | $13,000 | – | 131 | +100.0% | 0.00% | – |
| HRL | New | HORMEL FOODS CORP | $13,000 | – | 307 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $16,000 | – | 300 | +100.0% | 0.00% | – |
| NEOG | New | NEOGEN CORP | $13,000 | – | 290 | +100.0% | 0.00% | – |
| NTRS | New | NORTHERN TR CORP | $16,000 | – | 150 | +100.0% | 0.00% | – |
| NVO | New | NOVO-NORDISK A Sadr | $13,000 | – | 133 | +100.0% | 0.00% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $16,000 | – | 26 | +100.0% | 0.00% | – |
| IQDY | New | FLEXSHARES TRint qltdvdynam | $15,000 | – | 500 | +100.0% | 0.00% | – |
| PM | New | PHILIP MORRIS INTL INC | $16,000 | – | 169 | +100.0% | 0.00% | – |
| QCOM | New | QUALCOMM INC | $14,000 | – | 108 | +100.0% | 0.00% | – |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $14,000 | – | 181 | +100.0% | 0.00% | – |
| FAST | New | FASTENAL CO | $14,000 | – | 263 | +100.0% | 0.00% | – |
| FIVG | New | ETF SER SOLUTIONSdefiance next | $15,000 | – | 401 | +100.0% | 0.00% | – |
| SLB | New | SCHLUMBERGER LTD | $14,000 | – | 480 | +100.0% | 0.00% | – |
| DRI | New | DARDEN RESTAURANTS INC | $13,000 | – | 86 | +100.0% | 0.00% | – |
| SEAS | New | SEAWORLD ENTMT INC | $17,000 | – | 300 | +100.0% | 0.00% | – |
| CPRT | New | COPART INC | $16,000 | – | 115 | +100.0% | 0.00% | – |
| TTE | New | TOTALENERGIES SEsponsored ads | $15,000 | – | 321 | +100.0% | 0.00% | – |
| CSX | New | CSX CORP | $16,000 | – | 547 | +100.0% | 0.00% | – |
| CHRW | New | C H ROBINSON WORLDWIDE INC | $17,000 | – | 201 | +100.0% | 0.00% | – |
| BRO | New | BROWN & BROWN INC | $15,000 | – | 273 | +100.0% | 0.00% | – |
| BCE | New | BCE INC | $15,000 | – | 305 | +100.0% | 0.00% | – |
| ASML | New | ASML HOLDING N V | $13,000 | – | 18 | +100.0% | 0.00% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $13,000 | – | 50 | +100.0% | 0.00% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $13,000 | – | 190 | +100.0% | 0.00% | – |
| SNY | New | SANOFIsponsored adr | $12,000 | – | 258 | +100.0% | 0.00% | – |
| SJM | New | SMUCKER J M CO | $10,000 | – | 81 | +100.0% | 0.00% | – |
| TJX | New | TJX COS INC NEW | $11,000 | – | 162 | +100.0% | 0.00% | – |
| EBAY | New | EBAY INC. | $12,000 | – | 173 | +100.0% | 0.00% | – |
| EQIX | New | EQUINIX INC | $10,000 | – | 13 | +100.0% | 0.00% | – |
| TM | New | TOYOTA MOTOR CORP | $10,000 | – | 56 | +100.0% | 0.00% | – |
| RGA | New | REINSURANCE GRP OF AMERICA I | $11,000 | – | 97 | +100.0% | 0.00% | – |
| RBC | New | REGAL BELOIT CORP | $9,000 | – | 60 | +100.0% | 0.00% | – |
| DAPP | New | VANECK ETF TRUSTdigi transfrm | $9,000 | – | 408 | +100.0% | 0.00% | – |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $12,000 | – | 45 | +100.0% | 0.00% | – |
| OGN | New | ORGANON & CO | $10,000 | – | 294 | +100.0% | 0.00% | – |
| OGS | New | ONE GAS INC | $8,000 | – | 125 | +100.0% | 0.00% | – |
| OMC | New | OMNICOM GROUP INC | $10,000 | – | 132 | +100.0% | 0.00% | – |
| FOCS | New | FOCUS FINL PARTNERS INC | $8,000 | – | 152 | +100.0% | 0.00% | – |
| GOLD | New | BARRICK GOLD CORP | $9,000 | – | 500 | +100.0% | 0.00% | – |
| NVS | New | NOVARTIS AGsponsored adr | $12,000 | – | 142 | +100.0% | 0.00% | – |
| AXON | New | AXON ENTERPRISE INC | $8,000 | – | 47 | +100.0% | 0.00% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $12,000 | – | 99 | +100.0% | 0.00% | – |
| QYLD | New | GLOBAL X FDSnasdaq 100 cover | $11,000 | – | 484 | +100.0% | 0.00% | – |
| DRIV | New | GLOBAL X FDSautonmous ev etf | $8,000 | – | 279 | +100.0% | 0.00% | – |
| DGS | New | WISDOMTREE TRemg mkts smcap | $11,000 | – | 213 | +100.0% | 0.00% | – |
| DEM | New | WISDOMTREE TRemer mkt high fd | $10,000 | – | 229 | +100.0% | 0.00% | – |
| DLS | New | WISDOMTREE TRintl smcap div | $11,000 | – | 147 | +100.0% | 0.00% | – |
| GGG | New | GRACO INC | $9,000 | – | 132 | +100.0% | 0.00% | – |
| ICLR | New | ICON PLC | $11,000 | – | 41 | +100.0% | 0.00% | – |
| JBHT | New | HUNT J B TRANS SVCS INC | $8,000 | – | 50 | +100.0% | 0.00% | – |
| IR | New | INGERSOLL RAND INC | $12,000 | – | 240 | +100.0% | 0.00% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $11,000 | – | 46 | +100.0% | 0.00% | – |
| DMYI | New | DMY TECHNOLOGY GROUP INC III | $10,000 | – | 979 | +100.0% | 0.00% | – |
| DTM | New | DT MIDSTREAM INC | $8,000 | – | 169 | +100.0% | 0.00% | – |
| DE | New | DEERE & CO | $9,000 | – | 27 | +100.0% | 0.00% | – |
| D | New | DOMINION ENERGY INC | $8,000 | – | 105 | +100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $7,000 | – | 295 | +100.0% | 0.00% | – |
| MASI | New | MASIMO CORP | $6,000 | – | 21 | +100.0% | 0.00% | – |
| CAG | New | CONAGRA BRANDS INC | $3,000 | – | 94 | +100.0% | 0.00% | – |
| MGNI | New | MAGNITE INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| ITA | New | ISHARES TRus aer def etf | $5,000 | – | 50 | +100.0% | 0.00% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $5,000 | – | 96 | +100.0% | 0.00% | – |
| MP | New | MP MATERIALS CORP | $5,000 | – | 163 | +100.0% | 0.00% | – |
| LULU | New | LULULEMON ATHLETICA INC | $5,000 | – | 12 | +100.0% | 0.00% | – |
| WU | New | WESTERN UN CO | $3,000 | – | 133 | +100.0% | 0.00% | – |
| BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $5,000 | – | 102 | +100.0% | 0.00% | – |
| FFTY | New | INNOVATOR ETFS TRibd 50 etf | $5,000 | – | 100 | +100.0% | 0.00% | – |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $6,000 | – | 55 | +100.0% | 0.00% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $7,000 | – | 33 | +100.0% | 0.00% | – |
| LKFN | New | LAKELAND FINL CORP | $3,000 | – | 37 | +100.0% | 0.00% | – |
| BLK | New | BLACKROCK INC | $7,000 | – | 8 | +100.0% | 0.00% | – |
| OHI | New | OMEGA HEALTHCARE INVS INC | $6,000 | – | 209 | +100.0% | 0.00% | – |
| HTA | New | HEALTHCARE TR AMER INCcl a new | $4,000 | – | 128 | +100.0% | 0.00% | – |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $4,000 | – | 104 | +100.0% | 0.00% | – |
| YUMC | New | YUM CHINA HLDGS INC | $4,000 | – | 68 | +100.0% | 0.00% | – |
| KNSL | New | KINSALE CAP GROUP INC | $4,000 | – | 27 | +100.0% | 0.00% | – |
| AOR | New | ISHARES TRgrwt allocat etf | $6,000 | – | 106 | +100.0% | 0.00% | – |
| TMUS | New | T-MOBILE US INC | $4,000 | – | 34 | +100.0% | 0.00% | – |
| LLY | New | LILLY ELI & CO | $6,000 | – | 24 | +100.0% | 0.00% | – |
| DOW | New | DOW INC | $5,000 | – | 86 | +100.0% | 0.00% | – |
| TFX | New | TELEFLEX INCORPORATED | $5,000 | – | 13 | +100.0% | 0.00% | – |
| RIOT | New | RIOT BLOCKCHAIN INC | $5,000 | – | 200 | +100.0% | 0.00% | – |
| CWB | New | SPDR SER TRblmbrg brc cnvrt | $4,000 | – | 52 | +100.0% | 0.00% | – |
| UL | New | UNILEVER PLCspon adr new | $7,000 | – | 130 | +100.0% | 0.00% | – |
| FTNT | New | FORTINET INC | $6,000 | – | 21 | +100.0% | 0.00% | – |
| ELAT | New | ELANCO ANIMAL HEALTH INCunit 02/01/2023t | $5,000 | – | 101 | +100.0% | 0.00% | – |
| TYL | New | TYLER TECHNOLOGIES INC | $3,000 | – | 6 | +100.0% | 0.00% | – |
| EXPO | New | EXPONENT INC | $5,000 | – | 48 | +100.0% | 0.00% | – |
| TROW | New | PRICE T ROWE GROUP INC | $6,000 | – | 29 | +100.0% | 0.00% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $3,000 | – | 20 | +100.0% | 0.00% | – |
| POOL | New | POOL CORP | $3,000 | – | 8 | +100.0% | 0.00% | – |
| ABB | New | ABB LTDsponsored adr | $3,000 | – | 75 | +100.0% | 0.00% | – |
| UTHR | New | UNITED THERAPEUTICS CORP DEL | $5,000 | – | 26 | +100.0% | 0.00% | – |
| CPB | New | CAMPBELL SOUP CO | $3,000 | – | 81 | +100.0% | 0.00% | – |
| PPL | New | PPL CORP | $3,000 | – | 120 | +100.0% | 0.00% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $4,000 | – | 59 | +100.0% | 0.00% | – |
| MRNA | New | MODERNA INC | $4,000 | – | 10 | +100.0% | 0.00% | – |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $7,000 | – | 5 | +100.0% | 0.00% | – |
| ANSS | New | ANSYS INC | $5,000 | – | 16 | +100.0% | 0.00% | – |
| AMGN | New | AMGEN INC | $7,000 | – | 34 | +100.0% | 0.00% | – |
| HST | New | HOST HOTELS & RESORTS INC | $5,000 | – | 306 | +100.0% | 0.00% | – |
| CHY | New | CALAMOS CONV & HIGH INCOME F | $6,000 | – | 375 | +100.0% | 0.00% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $5,000 | – | 29 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $4,000 | – | 320 | +100.0% | 0.00% | – |
| SPXU | New | PROSHARES TRultrapro short s | $0 | – | 4 | +100.0% | 0.00% | – |
| GDXJ | New | VANECK ETF TRUSTjunior gold mine | $2,000 | – | 50 | +100.0% | 0.00% | – |
| CNA | New | CNA FINL CORP | $2,000 | – | 40 | +100.0% | 0.00% | – |
| AOK | New | ISHARES TRconser alloc etf | $1,000 | – | 33 | +100.0% | 0.00% | – |
| PJT | New | PJT PARTNERS INC | $2,000 | – | 31 | +100.0% | 0.00% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | 1 | +100.0% | 0.00% | – |
| LCII | New | LCI INDS | $2,000 | – | 15 | +100.0% | 0.00% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $1,000 | – | 8 | +100.0% | 0.00% | – |
| GRUB | New | JUST EAT TAKEAWAY COM N Vsponsored ads | $1,000 | – | 100 | +100.0% | 0.00% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | 1 | +100.0% | 0.00% | – |
| IPKW | New | INVESCO EXCH TRADED FD TR IIintl buyback | $2,000 | – | 37 | +100.0% | 0.00% | – |
| GLW | New | CORNING INC | $1,000 | – | 41 | +100.0% | 0.00% | – |
| ACB | New | AURORA CANNABIS INC | $1,000 | – | 129 | +100.0% | 0.00% | – |
| GGN | New | GAMCO GLOBAL GOLD NAT RES & | $2,000 | – | 536 | +100.0% | 0.00% | – |
| NXST | New | NEXSTAR MEDIA GROUP INCcl a | $2,000 | – | 15 | +100.0% | 0.00% | – |
| New | GENERAL ELECTRIC CO | $2,000 | – | 23 | +100.0% | 0.00% | – | |
| MTOR | New | MERITOR INC | $0 | – | 16 | +100.0% | 0.00% | – |
| New | JOBY AVIATION INC | $1,000 | – | 100 | +100.0% | 0.00% | – | |
| MTSI | New | MACOM TECH SOLUTIONS HLDGS I | $0 | – | 5 | +100.0% | 0.00% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $0 | – | 75 | +100.0% | 0.00% | – |
| EZM | New | WISDOMTREE TRus midcap fund | $0 | – | 4 | +100.0% | 0.00% | – |
| New | SNAP ONE HOLDINGS CORP | $2,000 | – | 100 | +100.0% | 0.00% | – | |
| SMLV | New | SPDR SER TRssga us smal etf | $1,000 | – | 10 | +100.0% | 0.00% | – |
| STAG | New | STAG INDL INC | $2,000 | – | 54 | +100.0% | 0.00% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $2,000 | – | 42 | +100.0% | 0.00% | – |
| SUPN | New | SUPERNUS PHARMACEUTICALS INC | $1,000 | – | 29 | +100.0% | 0.00% | – |
| SSSS | New | SURO CAPITAL CORP | $1,000 | – | 50 | +100.0% | 0.00% | – |
| RIDE | New | LORDSTOWN MOTORS CORP | $0 | – | 40 | +100.0% | 0.00% | – |
| TXRH | New | TEXAS ROADHOUSE INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $1,000 | – | 9 | +100.0% | 0.00% | – |
| AOA | New | ISHARES TRaggres alloc etf | $1,000 | – | 11 | +100.0% | 0.00% | – |
| ADC | New | AGREE RLTY CORP | $1,000 | – | 21 | +100.0% | 0.00% | – |
| TSCO | New | TRACTOR SUPPLY CO | $2,000 | – | 10 | +100.0% | 0.00% | – |
| LGND | New | LIGAND PHARMACEUTICALS INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| UGI | New | UGI CORP NEW | $1,000 | – | 14 | +100.0% | 0.00% | – |
| RWM | New | PROSHARES TRshrt russell2000 | $1,000 | – | 25 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-28
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 12 | Q3 2023 | 4.0% |
| AMAZON COM INC | 12 | Q3 2023 | 3.6% |
| VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 3.5% |
| APPLE INC | 12 | Q3 2023 | 2.8% |
| VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 2.0% |
| VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 2.8% |
| SPDR SER TR | 12 | Q3 2023 | 1.9% |
| SPDR SER TR | 12 | Q3 2023 | 3.2% |
| BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 1.6% |
| FIRST TR EXCHANGE TRADED FD | 12 | Q3 2023 | 1.6% |
View Destiny Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-20 |
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.