$519 Million is the total value of Destiny Wealth Partners, LLC's 551 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 103.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GDXJ | Exit | VANECK ETF TRUSTjunior gold mine | $0 | – | -50 | -100.0% | 0.00% | – |
| RWM | Exit | PROSHARES TRshrt russell2000 | $0 | – | -25 | -100.0% | 0.00% | – |
| SUPN | Exit | SUPERNUS PHARMACEUTICALS INC | $0 | – | -29 | -100.0% | 0.00% | – |
| GRUB | Exit | JUST EAT TAKEAWAY COM N Vsponsored ads | $0 | – | -100 | -100.0% | 0.00% | – |
| GGN | Exit | GAMCO GLOBAL GOLD NAT RES & | $0 | – | -536 | -100.0% | 0.00% | – |
| LGND | Exit | LIGAND PHARMACEUTICALS INC | $0 | – | -9 | -100.0% | 0.00% | – |
| GLW | Exit | CORNING INC | $0 | – | -41 | -100.0% | 0.00% | – |
| SPXU | Exit | PROSHARES TRultrapro short s | $0 | – | -4 | -100.0% | 0.00% | – |
| OHI | Exit | OMEGA HEALTHCARE INVS INC | $0 | – | -209 | -100.0% | -0.00% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -104 | -100.0% | -0.00% | – |
| HTA | Exit | HEALTHCARE TR AMER INCcl a new | $0 | – | -128 | -100.0% | -0.00% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -59 | -100.0% | -0.00% | – |
| MGNI | Exit | MAGNITE INC | $0 | – | -100 | -100.0% | -0.00% | – |
| PPL | Exit | PPL CORP | $0 | – | -120 | -100.0% | -0.00% | – |
| TFX | Exit | TELEFLEX INCORPORATED | $0 | – | -13 | -100.0% | -0.00% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -130 | -100.0% | -0.00% | – |
| FFTY | Exit | INNOVATOR ETFS TRibd 50 etf | $0 | – | -100 | -100.0% | -0.00% | – |
| DMYI | Exit | DMY TECHNOLOGY GROUP INC III | $0 | – | -979 | -100.0% | -0.00% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -480 | -100.0% | -0.00% | – |
| FTCS | Exit | FIRST TR EXCHANGE-TRADED FDcap strength etf | $0 | – | -181 | -100.0% | -0.00% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -45 | -100.0% | -0.00% | – |
| Exit | BLUE FOUNDRY BANCORP | $0 | – | -1,530 | -100.0% | -0.00% | – | |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -90 | -100.0% | -0.01% | – |
| KWEB | Exit | KRANESHARES TRcsi chi internet | $0 | – | -982 | -100.0% | -0.01% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -3,389 | -100.0% | -0.01% | – |
| POR | Exit | PORTLAND GEN ELEC CO | $0 | – | -1,091 | -100.0% | -0.01% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -538 | -100.0% | -0.01% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -332 | -100.0% | -0.01% | – |
| INOV | Exit | INOVALON HLDGS INC | $0 | – | -1,385 | -100.0% | -0.01% | – |
| UI | Exit | UBIQUITI INC | $0 | – | -202 | -100.0% | -0.01% | – |
| FIBR | Exit | ISHARES TRu.s. fixed incme | $0 | – | -765 | -100.0% | -0.02% | – |
| PICB | Exit | INVESCO EXCH TRADED FD TR IIintl corp bd | $0 | – | -2,918 | -100.0% | -0.02% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -1,163 | -100.0% | -0.06% | – |
| EPRF | Exit | INNOVATOR ETFS TR IIs&p invstmnt grd | $0 | – | -213,907 | -100.0% | -1.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-20
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.