$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 2.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $7,211,000 | +9.6% | 16 | 0.0% | 1.39% | +5.2% | |
| ONEQ | FIDELITY COMWLTH TR | $1,595,000 | +8.4% | 26,192 | 0.0% | 0.31% | +4.1% | |
| VO | VANGUARD INDEX FDSmid cap etf | $1,579,000 | +7.6% | 6,198 | 0.0% | 0.30% | +3.4% | |
| BIL | SPDR SER TRbloomberg 1-3 mo | $1,485,000 | 0.0% | 16,239 | 0.0% | 0.29% | -4.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $1,305,000 | +0.2% | 7,138 | 0.0% | 0.25% | -3.8% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,253,000 | -4.1% | 5,539 | 0.0% | 0.24% | -8.0% | |
| EFA | ISHARES TRmsci eafe etf | $1,123,000 | +0.9% | 14,268 | 0.0% | 0.22% | -3.1% | |
| QUAL | ISHARES TRmsci usa qlt fct | $1,097,000 | +10.6% | 7,533 | 0.0% | 0.21% | +6.0% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $1,090,000 | -2.9% | 36,810 | 0.0% | 0.21% | -6.7% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $1,031,000 | +10.0% | 4,666 | 0.0% | 0.20% | +5.9% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $964,000 | +0.5% | 15,735 | 0.0% | 0.19% | -3.1% | |
| IWM | ISHARES TRrussell 2000 etf | $935,000 | +1.6% | 4,205 | 0.0% | 0.18% | -2.7% | |
| ESGU | ISHARES TResg awr msci usa | $924,000 | +9.6% | 8,563 | 0.0% | 0.18% | +5.3% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $909,000 | +10.6% | 2,834 | 0.0% | 0.18% | +6.1% | |
| GLD | SPDR GOLD TR | $742,000 | +4.1% | 4,343 | 0.0% | 0.14% | 0.0% | |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $733,000 | +0.4% | 18,862 | 0.0% | 0.14% | -4.1% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $706,000 | +8.6% | 2,925 | 0.0% | 0.14% | +4.6% | |
| DBEF | DBX ETF TRxtrack msci eafe | $639,000 | +4.1% | 16,260 | 0.0% | 0.12% | 0.0% | |
| JPM | JPMORGAN CHASE & CO | $638,000 | -3.3% | 4,031 | 0.0% | 0.12% | -6.8% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $635,000 | -1.1% | 12,846 | 0.0% | 0.12% | -5.4% | |
| DTN | WISDOMTREE TRus divid ex fncl | $619,000 | +7.7% | 6,120 | 0.0% | 0.12% | +3.5% | |
| IGEB | ISHARES TRinvestment grade | $604,000 | -1.9% | 11,464 | 0.0% | 0.12% | -6.5% | |
| FB | META PLATFORMS INCcl a | $596,000 | -0.8% | 1,771 | 0.0% | 0.12% | -5.0% | |
| MTUM | ISHARES TRmsci usa mmentm | $580,000 | +3.4% | 3,192 | 0.0% | 0.11% | -0.9% | |
| SRVR | PACER FDS TRbnchmrk infra | $570,000 | +11.3% | 13,159 | 0.0% | 0.11% | +6.8% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $561,000 | +8.5% | 7,660 | 0.0% | 0.11% | +3.8% | |
| USIG | ISHARES TRusd inv grde etf | $540,000 | -0.6% | 9,034 | 0.0% | 0.10% | -4.6% | |
| MAR | MARRIOTT INTL INC NEWcl a | $517,000 | +11.7% | 3,127 | 0.0% | 0.10% | +7.5% | |
| SPTM | SPDR SER TRportfoli s&p1500 | $495,000 | +10.2% | 8,474 | 0.0% | 0.10% | +5.6% | |
| SMLF | ISHARES TRmsci usa sml cp | $463,000 | +6.4% | 8,088 | 0.0% | 0.09% | +2.3% | |
| EMGF | ISHARES INCmsci emerg mkt | $443,000 | -0.9% | 8,657 | 0.0% | 0.08% | -5.6% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $439,000 | +8.9% | 5,430 | 0.0% | 0.08% | +4.9% | |
| HD | HOME DEPOT INC | $430,000 | +26.5% | 1,035 | 0.0% | 0.08% | +22.1% | |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $433,000 | +11.0% | 2,474 | 0.0% | 0.08% | +6.4% | |
| FXL | FIRST TR EXCHANGE TRADED FDtech alphadex | $420,000 | +7.4% | 3,182 | 0.0% | 0.08% | +3.8% | |
| MA | MASTERCARD INCORPORATEDcl a | $410,000 | +3.3% | 1,141 | 0.0% | 0.08% | -1.2% | |
| INTF | ISHARES TRmsci intl multft | $397,000 | -0.5% | 13,763 | 0.0% | 0.08% | -3.8% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $398,000 | +3.9% | 10,195 | 0.0% | 0.08% | 0.0% | |
| VFQY | VANGUARD WELLINGTON FDus quality | $395,000 | +7.9% | 3,129 | 0.0% | 0.08% | +4.1% | |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $386,000 | +9.0% | 13,326 | 0.0% | 0.07% | +4.2% | |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $382,000 | -2.6% | 2,358 | 0.0% | 0.07% | -6.3% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $376,000 | +23.3% | 1,526 | 0.0% | 0.07% | +18.0% | |
| FGD | FIRST TR EXCHANGE TRADED FDdj glbl divid | $365,000 | +0.6% | 14,530 | 0.0% | 0.07% | -4.1% | |
| YYY | AMPLIFY ETF TR | $350,000 | -1.1% | 21,054 | 0.0% | 0.07% | -5.6% | |
| IWF | ISHARES TRrus 1000 grw etf | $346,000 | +11.6% | 1,131 | 0.0% | 0.07% | +8.1% | |
| PTH | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $341,000 | -3.7% | 2,198 | 0.0% | 0.07% | -7.0% | |
| INTC | INTEL CORP | $320,000 | -3.3% | 6,221 | 0.0% | 0.06% | -6.1% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $322,000 | +7.7% | 2,139 | 0.0% | 0.06% | +3.3% | |
| VLUE | ISHARES TRmsci usa value | $322,000 | +8.8% | 2,938 | 0.0% | 0.06% | +5.1% | |
| V | VISA INC | $320,000 | -2.7% | 1,476 | 0.0% | 0.06% | -6.1% | |
| IYW | ISHARES TRu.s. tech etf | $302,000 | +13.1% | 2,632 | 0.0% | 0.06% | +7.4% | |
| UNH | UNITEDHEALTH GROUP INC | $296,000 | +28.7% | 589 | 0.0% | 0.06% | +23.9% | |
| CVX | CHEVRON CORP NEW | $284,000 | +15.9% | 2,417 | 0.0% | 0.06% | +12.2% | |
| SAIC | SCIENCE APPLICATIONS INTL CO | $277,000 | -2.1% | 3,313 | 0.0% | 0.05% | -7.0% | |
| AMD | ADVANCED MICRO DEVICES INC | $266,000 | +40.0% | 1,850 | 0.0% | 0.05% | +34.2% | |
| FIXD | FIRST TR EXCHNG TRADED FD VItcw opportunis | $250,000 | -0.8% | 4,705 | 0.0% | 0.05% | -5.9% | |
| ACWX | ISHARES TRmsci acwi ex us | $241,000 | +0.4% | 4,336 | 0.0% | 0.05% | -4.2% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $239,000 | +5.3% | 2,967 | 0.0% | 0.05% | 0.0% | |
| IWP | ISHARES TRrus md cp gr etf | $228,000 | +2.7% | 1,983 | 0.0% | 0.04% | -2.2% | |
| MBB | ISHARES TRmbs etf | $216,000 | -0.5% | 2,008 | 0.0% | 0.04% | -4.5% | |
| IJR | ISHARES TRcore s&p scp etf | $217,000 | +4.8% | 1,895 | 0.0% | 0.04% | 0.0% | |
| IXN | ISHARES TRglobal tech etf | $219,000 | +13.5% | 3,402 | 0.0% | 0.04% | +7.7% | |
| FIS | FIDELITY NATL INFORMATION SV | $209,000 | -10.3% | 1,918 | 0.0% | 0.04% | -14.9% | |
| HUBS | HUBSPOT INC | $208,000 | -2.8% | 316 | 0.0% | 0.04% | -7.0% | |
| SPAB | SPDR SER TRportfolio agrgte | $202,000 | -1.0% | 6,830 | 0.0% | 0.04% | -4.9% | |
| FDLO | FIDELITY COVINGTON TRUSTlow volity etf | $197,000 | +10.1% | 3,774 | 0.0% | 0.04% | +5.6% | |
| VCR | VANGUARD WORLD FDSconsum dis etf | $186,000 | +9.4% | 547 | 0.0% | 0.04% | +5.9% | |
| EEM | ISHARES TRmsci emg mkt etf | $185,000 | -3.1% | 3,792 | 0.0% | 0.04% | -5.3% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $189,000 | -1.6% | 333 | 0.0% | 0.04% | -7.7% | |
| SBCF | SEACOAST BKG CORP FLA | $184,000 | +4.5% | 5,204 | 0.0% | 0.04% | 0.0% | |
| CSCO | CISCO SYS INC | $182,000 | +16.7% | 2,874 | 0.0% | 0.04% | +12.9% | |
| UNP | UNION PAC CORP | $176,000 | +28.5% | 698 | 0.0% | 0.03% | +25.9% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $176,000 | +10.7% | 370 | 0.0% | 0.03% | +6.2% | |
| WFHY | WISDOMTREE TRus hgh yld corp | $174,000 | 0.0% | 3,307 | 0.0% | 0.03% | -2.9% | |
| PDP | INVESCO EXCHANGE TRADED FD Tdwa momentum | $169,000 | +5.6% | 1,789 | 0.0% | 0.03% | +3.1% | |
| FXO | FIRST TR EXCHANGE TRADED FDfinls alphadex | $170,000 | +4.9% | 3,672 | 0.0% | 0.03% | 0.0% | |
| DVY | ISHARES TRselect divid etf | $171,000 | +6.9% | 1,396 | 0.0% | 0.03% | +3.1% | |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $161,000 | +8.8% | 2,363 | 0.0% | 0.03% | +3.3% | |
| TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $157,000 | +11.3% | 2,493 | 0.0% | 0.03% | +7.1% | |
| EFG | ISHARES TReafe grwth etf | $148,000 | +3.5% | 1,343 | 0.0% | 0.03% | 0.0% | |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $147,000 | -2.6% | 3,546 | 0.0% | 0.03% | -6.7% | |
| XSW | SPDR SER TR | $144,000 | -4.0% | 873 | 0.0% | 0.03% | -6.7% | |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $136,000 | +0.7% | 3,731 | 0.0% | 0.03% | -3.7% | |
| IPAY | ETF MANAGERS TRprime mobile pay | $133,000 | -14.2% | 2,292 | 0.0% | 0.03% | -16.1% | |
| AVGO | BROADCOM INC | $134,000 | +38.1% | 201 | 0.0% | 0.03% | +36.8% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $137,000 | +17.1% | 205 | 0.0% | 0.03% | +13.0% | |
| IWS | ISHARES TRrus mdcp val etf | $136,000 | +7.9% | 1,109 | 0.0% | 0.03% | +4.0% | |
| IAU | ISHARES GOLD TRishares new | $129,000 | +4.0% | 3,711 | 0.0% | 0.02% | 0.0% | |
| CRM | SALESFORCE COM INC | $124,000 | -6.1% | 487 | 0.0% | 0.02% | -7.7% | |
| IGLB | ISHARES TR10+ yr invst grd | $122,000 | +0.8% | 1,749 | 0.0% | 0.02% | 0.0% | |
| XLC | SELECT SECTOR SPDR TR | $125,000 | -3.1% | 1,613 | 0.0% | 0.02% | -7.7% | |
| BA | BOEING CO | $126,000 | -8.7% | 627 | 0.0% | 0.02% | -14.3% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $124,000 | +14.8% | 1,370 | 0.0% | 0.02% | +9.1% | |
| DGX | QUEST DIAGNOSTICS INC | $118,000 | +19.2% | 681 | 0.0% | 0.02% | +15.0% | |
| ETV | EATON VANCE TAX-MANAGED BUY- | $116,000 | +5.5% | 6,907 | 0.0% | 0.02% | 0.0% | |
| FTSM | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $112,000 | -0.9% | 1,880 | 0.0% | 0.02% | -4.3% | |
| BAC | BK OF AMERICA CORP | $102,000 | +4.1% | 2,299 | 0.0% | 0.02% | 0.0% | |
| IVOL | KRANESHARES TRquadrtc int rt | $103,000 | -3.7% | 3,846 | 0.0% | 0.02% | -4.8% | |
| REZ | ISHARES TRresidential mult | $98,000 | +15.3% | 994 | 0.0% | 0.02% | +11.8% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $95,000 | +14.5% | 207 | 0.0% | 0.02% | +5.9% | |
| NCBS | NICOLET BANKSHARES INC | $92,000 | +15.0% | 1,072 | 0.0% | 0.02% | +12.5% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $93,000 | +4.5% | 751 | 0.0% | 0.02% | 0.0% | |
| FCVT | FIRST TR EXCHANGE-TRADED FDssi strg etf | $92,000 | -17.9% | 2,212 | 0.0% | 0.02% | -18.2% | |
| AGZ | ISHARES TRagency bond etf | $86,000 | -1.1% | 734 | 0.0% | 0.02% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $87,000 | +45.0% | 1,000 | 0.0% | 0.02% | +41.7% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $84,000 | +7.7% | 700 | 0.0% | 0.02% | 0.0% | |
| USB | US BANCORP DEL | $83,000 | -5.7% | 1,486 | 0.0% | 0.02% | -11.1% | |
| PSX | PHILLIPS 66 | $82,000 | +3.8% | 1,130 | 0.0% | 0.02% | 0.0% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $85,000 | +7.6% | 233 | 0.0% | 0.02% | 0.0% | |
| SHYG | ISHARES TR0-5yr hi yl cp | $80,000 | 0.0% | 1,758 | 0.0% | 0.02% | -6.2% | |
| SCZ | ISHARES TReafe sml cp etf | $80,000 | -1.2% | 1,091 | 0.0% | 0.02% | -6.2% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $79,000 | +1.3% | 1,236 | 0.0% | 0.02% | -6.2% | |
| TXN | TEXAS INSTRS INC | $80,000 | -1.2% | 422 | 0.0% | 0.02% | -6.2% | |
| MMM | 3M CO | $76,000 | +1.3% | 430 | 0.0% | 0.02% | 0.0% | |
| NOW | SERVICENOW INC | $80,000 | +3.9% | 124 | 0.0% | 0.02% | 0.0% | |
| DGRW | WISDOMTREE TRus qtly div grt | $80,000 | +11.1% | 1,220 | 0.0% | 0.02% | +7.1% | |
| ACN | ACCENTURE PLC IRELAND | $72,000 | +30.9% | 173 | 0.0% | 0.01% | +27.3% | |
| LAZR | LUMINAR TECHNOLOGIES INC | $68,000 | +9.7% | 4,000 | 0.0% | 0.01% | +8.3% | |
| CRBN | ISHARES TRmsci lw crb tg | $64,000 | +6.7% | 368 | 0.0% | 0.01% | 0.0% | |
| NFG | NATIONAL FUEL GAS CO | $64,000 | +20.8% | 1,008 | 0.0% | 0.01% | +9.1% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $61,000 | +8.9% | 576 | 0.0% | 0.01% | +9.1% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $63,000 | +10.5% | 444 | 0.0% | 0.01% | +9.1% | |
| BAX | BAXTER INTL INC | $62,000 | +6.9% | 727 | 0.0% | 0.01% | 0.0% | |
| FUN | CEDAR FAIR L Pdepositry unit | $59,000 | +9.3% | 1,174 | 0.0% | 0.01% | 0.0% | |
| DOL | WISDOMTREE TRintl lrgcap dv | $58,000 | +3.6% | 1,174 | 0.0% | 0.01% | 0.0% | |
| QGEN | QIAGEN NV | $56,000 | +7.7% | 1,000 | 0.0% | 0.01% | +10.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $55,000 | +17.0% | 258 | 0.0% | 0.01% | +22.2% | |
| EMR | EMERSON ELEC CO | $56,000 | -1.8% | 600 | 0.0% | 0.01% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW | $57,000 | +7.5% | 544 | 0.0% | 0.01% | 0.0% | |
| TT | TRANE TECHNOLOGIES PLC | $55,000 | +17.0% | 272 | 0.0% | 0.01% | +22.2% | |
| CMCSA | COMCAST CORP NEWcl a | $53,000 | -10.2% | 1,054 | 0.0% | 0.01% | -16.7% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $51,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $51,000 | +10.9% | 667 | 0.0% | 0.01% | +11.1% | |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $51,000 | +6.2% | 302 | 0.0% | 0.01% | 0.0% | |
| DHI | D R HORTON INC | $54,000 | +28.6% | 500 | 0.0% | 0.01% | +25.0% | |
| RSG | REPUBLIC SVCS INC | $51,000 | +15.9% | 368 | 0.0% | 0.01% | +11.1% | |
| NEAR | ISHARES U S ETF TRblackrock st mat | $54,000 | 0.0% | 1,086 | 0.0% | 0.01% | -9.1% | |
| INFY | INFOSYS LTDsponsored adr | $54,000 | +14.9% | 2,128 | 0.0% | 0.01% | +11.1% | |
| DVOL | FIRST TR EXCHANGE-TRADED FDdorsy wr momnt | $49,000 | +14.0% | 1,544 | 0.0% | 0.01% | 0.0% | |
| NEO | NEOGENOMICS INC | $46,000 | -29.2% | 1,350 | 0.0% | 0.01% | -30.8% | |
| RHP | RYMAN HOSPITALITY PPTYS INC | $46,000 | +9.5% | 500 | 0.0% | 0.01% | +12.5% | |
| SPLG | SPDR SER TRportfolio s&p500 | $44,000 | +12.8% | 781 | 0.0% | 0.01% | 0.0% | |
| WM | WASTE MGMT INC DEL | $42,000 | +13.5% | 250 | 0.0% | 0.01% | +14.3% | |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $39,000 | +14.7% | 1,500 | 0.0% | 0.01% | +14.3% | |
| CAT | CATERPILLAR INC | $41,000 | +7.9% | 200 | 0.0% | 0.01% | 0.0% | |
| ORCL | ORACLE CORP | $41,000 | 0.0% | 471 | 0.0% | 0.01% | 0.0% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $41,000 | -2.4% | 766 | 0.0% | 0.01% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $41,000 | +13.9% | 700 | 0.0% | 0.01% | +14.3% | |
| MDXG | MIMEDX GROUP INC | $42,000 | 0.0% | 6,900 | 0.0% | 0.01% | 0.0% | |
| DTE | DTE ENERGY CO | $40,000 | +5.3% | 338 | 0.0% | 0.01% | 0.0% | |
| SCHW | SCHWAB CHARLES CORP | $39,000 | +14.7% | 465 | 0.0% | 0.01% | +14.3% | |
| MATTERPORT INC | $41,000 | +7.9% | 2,000 | 0.0% | 0.01% | 0.0% | ||
| LOW | LOWES COS INC | $42,000 | +27.3% | 164 | 0.0% | 0.01% | +14.3% | |
| PGP | PIMCO GLOBAL STOCKSPLS INCM | $37,000 | 0.0% | 3,400 | 0.0% | 0.01% | 0.0% | |
| TRI | THOMSON REUTERS CORP. | $35,000 | +9.4% | 292 | 0.0% | 0.01% | +16.7% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $38,000 | +11.8% | 533 | 0.0% | 0.01% | 0.0% | |
| MDT | MEDTRONIC PLC | $37,000 | -17.8% | 358 | 0.0% | 0.01% | -22.2% | |
| SYK | STRYKER CORPORATION | $36,000 | +2.9% | 134 | 0.0% | 0.01% | 0.0% | |
| TD | TORONTO DOMINION BK ONT | $35,000 | +16.7% | 454 | 0.0% | 0.01% | +16.7% | |
| W | WAYFAIR INCcl a | $38,000 | -25.5% | 200 | 0.0% | 0.01% | -30.0% | |
| ARKQ | ARK ETF TRautnmus technlgy | $32,000 | 0.0% | 412 | 0.0% | 0.01% | 0.0% | |
| PAWZ | PROSHARES TRpet care etf | $32,000 | +3.2% | 400 | 0.0% | 0.01% | 0.0% | |
| ANTM | ANTHEM INC | $32,000 | +23.1% | 69 | 0.0% | 0.01% | +20.0% | |
| VRIG | INVESCO ACTIVELY MANAGED ETFvar rate invt | $33,000 | 0.0% | 1,318 | 0.0% | 0.01% | -14.3% | |
| CB | CHUBB LIMITED | $33,000 | +10.0% | 171 | 0.0% | 0.01% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $33,000 | +10.0% | 112 | 0.0% | 0.01% | 0.0% | |
| FXD | FIRST TR EXCHANGE TRADED FDconsumr discre | $28,000 | +3.7% | 450 | 0.0% | 0.01% | 0.0% | |
| RY | ROYAL BK CDA | $28,000 | +7.7% | 260 | 0.0% | 0.01% | 0.0% | |
| PIE | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $25,000 | +8.7% | 960 | 0.0% | 0.01% | 0.0% | |
| EMB | ISHARES TRjpmorgan usd emg | $27,000 | 0.0% | 248 | 0.0% | 0.01% | 0.0% | |
| FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $25,000 | +8.7% | 361 | 0.0% | 0.01% | 0.0% | |
| PAYC | PAYCOM SOFTWARE INC | $28,000 | -15.2% | 67 | 0.0% | 0.01% | -28.6% | |
| VMW | VMWARE INC | $27,000 | -20.6% | 232 | 0.0% | 0.01% | -28.6% | |
| CINF | CINCINNATI FINL CORP | $19,000 | -5.0% | 171 | 0.0% | 0.00% | 0.0% | |
| BRO | BROWN & BROWN INC | $19,000 | +26.7% | 273 | 0.0% | 0.00% | +33.3% | |
| CHRW | C H ROBINSON WORLDWIDE INC | $22,000 | +29.4% | 201 | 0.0% | 0.00% | +33.3% | |
| CSX | CSX CORP | $21,000 | +31.2% | 547 | 0.0% | 0.00% | +33.3% | |
| FTSL | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $22,000 | 0.0% | 454 | 0.0% | 0.00% | 0.0% | |
| GPI | GROUP 1 AUTOMOTIVE INC | $21,000 | +5.0% | 109 | 0.0% | 0.00% | 0.0% | |
| BIB | PROSHARES TR | $22,000 | -15.4% | 270 | 0.0% | 0.00% | -20.0% | |
| PSK | SPDR SER TRice pfd sec etf | $23,000 | 0.0% | 534 | 0.0% | 0.00% | -20.0% | |
| JNK | SPDR SER TRbloomberg high y | $22,000 | -4.3% | 206 | 0.0% | 0.00% | -20.0% | |
| SEAS | SEAWORLD ENTMT INC | $19,000 | +11.8% | 300 | 0.0% | 0.00% | +33.3% | |
| TRV | TRAVELERS COMPANIES INC | $23,000 | 0.0% | 150 | 0.0% | 0.00% | -20.0% | |
| VYMI | VANGUARD WHITEHALL FDSintl high etf | $22,000 | +4.8% | 324 | 0.0% | 0.00% | 0.0% | |
| DES | WISDOMTREE TRus smallcap divd | $23,000 | +4.5% | 706 | 0.0% | 0.00% | 0.0% | |
| USFR | WISDOMTREE TRfloatng rat trea | $23,000 | 0.0% | 910 | 0.0% | 0.00% | -20.0% | |
| YETI | YETI HLDGS INC | $19,000 | -5.0% | 231 | 0.0% | 0.00% | 0.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $20,000 | -13.0% | 257 | 0.0% | 0.00% | -20.0% | |
| IWV | ISHARES TRrussell 3000 etf | $14,000 | +7.7% | 50 | 0.0% | 0.00% | 0.0% | |
| TWTR | TWITTER INC | $13,000 | -31.6% | 311 | 0.0% | 0.00% | -25.0% | |
| GM | GENERAL MTRS CO | $18,000 | +12.5% | 300 | 0.0% | 0.00% | 0.0% | |
| ICLR | ICON PLC | $13,000 | +18.2% | 41 | 0.0% | 0.00% | +50.0% | |
| TTE | TOTALENERGIES SEsponsored ads | $16,000 | +6.7% | 321 | 0.0% | 0.00% | 0.0% | |
| PTON | PELOTON INTERACTIVE INC | $14,000 | -58.8% | 396 | 0.0% | 0.00% | -57.1% | |
| HRL | HORMEL FOODS CORP | $15,000 | +15.4% | 307 | 0.0% | 0.00% | 0.0% | |
| NVCR | NOVOCURE LTD | $15,000 | -34.8% | 200 | 0.0% | 0.00% | -40.0% | |
| NTRS | NORTHERN TR CORP | $18,000 | +12.5% | 150 | 0.0% | 0.00% | 0.0% | |
| ASML | ASML HOLDING N V | $14,000 | +7.7% | 18 | 0.0% | 0.00% | 0.0% | |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $14,000 | +16.7% | 45 | 0.0% | 0.00% | +50.0% | |
| DRI | DARDEN RESTAURANTS INC | $13,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% | |
| CPRT | COPART INC | $17,000 | +6.2% | 115 | 0.0% | 0.00% | 0.0% | |
| IR | INGERSOLL RAND INC | $15,000 | +25.0% | 240 | 0.0% | 0.00% | +50.0% | |
| NEOG | NEOGEN CORP | $13,000 | 0.0% | 290 | 0.0% | 0.00% | 0.0% | |
| NVO | NOVO-NORDISK A Sadr | $15,000 | +15.4% | 133 | 0.0% | 0.00% | 0.0% | |
| ORLY | OREILLY AUTOMOTIVE INC | $18,000 | +12.5% | 26 | 0.0% | 0.00% | 0.0% | |
| FIVG | ETF SER SOLUTIONSdefiance next | $17,000 | +13.3% | 401 | 0.0% | 0.00% | 0.0% | |
| FAST | FASTENAL CO | $17,000 | +21.4% | 263 | 0.0% | 0.00% | 0.0% | |
| IQDY | FLEXSHARES TRint qltdvdynam | $15,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| BCE | BCE INC | $16,000 | +6.7% | 305 | 0.0% | 0.00% | 0.0% | |
| IUSV | ISHARES TRcore s&p us vlu | $15,000 | +15.4% | 190 | 0.0% | 0.00% | 0.0% | |
| IUSG | ISHARES TRcore s&p us gwt | $15,000 | +15.4% | 131 | 0.0% | 0.00% | 0.0% | |
| SNY | SANOFIsponsored adr | $13,000 | +8.3% | 258 | 0.0% | 0.00% | +50.0% | |
| NVS | NOVARTIS AGsponsored adr | $12,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
| DGS | WISDOMTREE TRemg mkts smcap | $11,000 | 0.0% | 213 | 0.0% | 0.00% | 0.0% | |
| DEM | WISDOMTREE TRemer mkt high fd | $10,000 | 0.0% | 229 | 0.0% | 0.00% | 0.0% | |
| RBC | REGAL REXNORD CORPORATION | $10,000 | +11.1% | 60 | 0.0% | 0.00% | 0.0% | |
| DLS | WISDOMTREE TRintl smcap div | $11,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% | |
| GOLD | BARRICK GOLD CORP | $10,000 | +11.1% | 500 | 0.0% | 0.00% | 0.0% | |
| RGA | REINSURANCE GRP OF AMERICA I | $11,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% | |
| AMGN | AMGEN INC | $8,000 | +14.3% | 34 | 0.0% | 0.00% | +100.0% | |
| MTD | METTLER TOLEDO INTERNATIONAL | $8,000 | +14.3% | 5 | 0.0% | 0.00% | +100.0% | |
| TM | TOYOTA MOTOR CORPads | $10,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| JBHT | HUNT J B TRANS SVCS INC | $10,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% | |
| GGG | GRACO INC | $11,000 | +22.2% | 132 | 0.0% | 0.00% | 0.0% | |
| QYLD | GLOBAL X FDSnasdaq 100 cover | $11,000 | 0.0% | 484 | 0.0% | 0.00% | 0.0% | |
| OGS | ONE GAS INC | $10,000 | +25.0% | 125 | 0.0% | 0.00% | 0.0% | |
| SJM | SMUCKER J M CO | $11,000 | +10.0% | 81 | 0.0% | 0.00% | 0.0% | |
| FTNT | FORTINET INC | $8,000 | +33.3% | 21 | 0.0% | 0.00% | +100.0% | |
| FOCS | FOCUS FINL PARTNERS INC | $9,000 | +12.5% | 152 | 0.0% | 0.00% | 0.0% | |
| EQIX | EQUINIX INC | $11,000 | +10.0% | 13 | 0.0% | 0.00% | 0.0% | |
| OMC | OMNICOM GROUP INC | $10,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $12,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% | |
| D | DOMINION ENERGY INC | $8,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
| DE | DEERE & CO | $9,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| DTM | DT MIDSTREAM INC | $8,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $9,000 | -18.2% | 46 | 0.0% | 0.00% | 0.0% | |
| LULU | LULULEMON ATHLETICA INC | $5,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| EXPO | EXPONENT INC | $6,000 | +20.0% | 48 | 0.0% | 0.00% | 0.0% | |
| ABB | ABB LTDsponsored adr | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| BLK | BLACKROCK INC | $7,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $6,000 | +20.0% | 29 | 0.0% | 0.00% | 0.0% | |
| ELAT | ELANCO ANIMAL HEALTH INCunit 02/01/2023t | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $6,000 | +20.0% | 102 | 0.0% | 0.00% | 0.0% | |
| LLY | LILLY ELI & CO | $7,000 | +16.7% | 24 | 0.0% | 0.00% | 0.0% | |
| HST | HOST HOTELS & RESORTS INC | $5,000 | 0.0% | 306 | 0.0% | 0.00% | 0.0% | |
| CAG | CONAGRA BRANDS INC | $3,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% | |
| CHY | CALAMOS CONV & HIGH INCOME F | $6,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% | |
| LKFN | LAKELAND FINL CORP | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $7,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| DOW | DOW INC | $5,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% | |
| MRNA | MODERNA INC | $3,000 | -25.0% | 10 | 0.0% | 0.00% | 0.0% | |
| TROW | PRICE T ROWE GROUP INC | $6,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| STAG | STAG INDL INC | $3,000 | +50.0% | 54 | 0.0% | 0.00% | – | |
| POOL | POOL CORP | $5,000 | +66.7% | 8 | 0.0% | 0.00% | 0.0% | |
| ITA | ISHARES TRus aer def etf | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MASI | MASIMO CORP | $6,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| ANSS | ANSYS INC | $6,000 | +20.0% | 16 | 0.0% | 0.00% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $3,000 | -25.0% | 68 | 0.0% | 0.00% | 0.0% | |
| TYL | TYLER TECHNOLOGIES INC | $3,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| RIOT | RIOT BLOCKCHAIN INC | $4,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| KNSL | KINSALE CAP GROUP INC | $6,000 | +50.0% | 27 | 0.0% | 0.00% | 0.0% | |
| TMUS | T-MOBILE US INC | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| AXON | AXON ENTERPRISE INC | $7,000 | -12.5% | 47 | 0.0% | 0.00% | -50.0% | |
| MP | MP MATERIALS CORP | $7,000 | +40.0% | 163 | 0.0% | 0.00% | 0.0% | |
| CPB | CAMPBELL SOUP CO | $4,000 | +33.3% | 81 | 0.0% | 0.00% | 0.0% | |
| UTHR | UNITED THERAPEUTICS CORP DEL | $6,000 | +20.0% | 26 | 0.0% | 0.00% | 0.0% | |
| TXRH | TEXAS ROADHOUSE INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| SMLV | SPDR SER TRssga us smal etf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| PJT | PJT PARTNERS INC | $2,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| NXST | NEXSTAR MEDIA GROUP INCcl a | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| MTOR | MERITOR INC | $0 | – | 16 | 0.0% | 0.00% | – | |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | – | 5 | 0.0% | 0.00% | – | |
| RIDE | LORDSTOWN MOTORS CORP | $0 | – | 40 | 0.0% | 0.00% | – | |
| SIRI | SIRIUS XM HOLDINGS INC | $0 | – | 75 | 0.0% | 0.00% | – | |
| SNAP ONE HOLDINGS CORP | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | ||
| LCII | LCI INDS | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| STM | STMICROELECTRONICS N Vny registry | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| AOA | ISHARES TRaggres alloc etf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| TSCO | TRACTOR SUPPLY CO | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| UGI | UGI CORP NEW | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| IWO | ISHARES TRrus 2000 grw etf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| IPKW | INVESCO EXCH TRADED FD TR IIintl buyback | $1,000 | -50.0% | 37 | 0.0% | 0.00% | – | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $2,000 | +100.0% | 9 | 0.0% | 0.00% | – | |
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | 1 | 0.0% | 0.00% | – | |
| GENERAL ELECTRIC CO | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – | ||
| VPU | VANGUARD WORLD FDSutilities etf | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | 1 | 0.0% | 0.00% | – | |
| CNA | CNA FINL CORP | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| WU | WESTERN UN CO | $2,000 | -33.3% | 133 | 0.0% | 0.00% | -100.0% | |
| EZM | WISDOMTREE TRus midcap fund | $0 | – | 4 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $1,000 | 0.0% | 129 | 0.0% | 0.00% | – | |
| ADC | AGREE RLTY CORP | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| ARKW | ARK ETF TRnext gnrtn inter | $2,000 | -33.3% | 20 | 0.0% | 0.00% | -100.0% |
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.