| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | INTEGRATED RAIL AND RES ACQ*w exp 99/99/999 | $0 | – | -89,321 | -100.0% | -0.01% | – | |
| Exit | CION INVT CORP | $0 | – | -14,257 | -100.0% | -0.03% | – | |
| CSCO | Exit | CISCO SYS INC | $0 | – | -3,802 | -100.0% | -0.04% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -2,010 | -100.0% | -0.04% | – |
| IEUR | Exit | ISHARES TRcore msci euro | $0 | – | -4,247 | -100.0% | -0.04% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -7,815 | -100.0% | -0.04% | – |
| PSLV | Exit | SPROTT PHYSICAL SILVER TRtr unit | $0 | – | -29,290 | -100.0% | -0.04% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -4,452 | -100.0% | -0.04% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -3,520 | -100.0% | -0.05% | – |
| UCBI | Exit | UNITED CMNTY BKS BLAIRSVLE G | $0 | – | -9,000 | -100.0% | -0.05% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -3,655 | -100.0% | -0.05% | – |
| FNDC | Exit | SCHWAB STRATEGIC TRschwb fdt int sc | $0 | – | -7,313 | -100.0% | -0.05% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -1,641 | -100.0% | -0.05% | – |
| USIG | Exit | ISHARES TRusd inv grde etf | $0 | – | -4,982 | -100.0% | -0.05% | – |
| QTEC | Exit | FIRST TR NASDAQ 100 TECH IND | $0 | – | -1,634 | -100.0% | -0.05% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -3,663 | -100.0% | -0.05% | – |
| FXL | Exit | FIRST TR EXCHANGE TRADED FDtech alphadex | $0 | – | -2,196 | -100.0% | -0.05% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,658 | -100.0% | -0.05% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -3,721 | -100.0% | -0.05% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -6,676 | -100.0% | -0.05% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -1,930 | -100.0% | -0.05% | – |
| Exit | ICORECONNECT INC | $0 | – | -69,850 | -100.0% | -0.06% | – | |
| IGEB | Exit | ISHARES TRinvestment grade | $0 | – | -6,716 | -100.0% | -0.06% | – |
| FBT | Exit | FIRST TR EXCHANGE-TRADED FDny arca biotech | $0 | – | -1,938 | -100.0% | -0.06% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -8,457 | -100.0% | -0.06% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,968 | -100.0% | -0.06% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -2,223 | -100.0% | -0.06% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -3,576 | -100.0% | -0.06% | – |
| EMGF | Exit | ISHARES INCemng mkts eqt | $0 | – | -7,177 | -100.0% | -0.06% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -2,224 | -100.0% | -0.06% | – |
| XLI | Exit | SELECT SECTOR SPDR TRindl | $0 | – | -2,860 | -100.0% | -0.06% | – |
| FSK | Exit | FS KKR CAP CORP | $0 | – | -15,357 | -100.0% | -0.06% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -7,183 | -100.0% | -0.06% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -2,205 | -100.0% | -0.06% | – |
| SMLF | Exit | ISHARES TRus sml cap eqt | $0 | – | -6,262 | -100.0% | -0.06% | – |
| GSIE | Exit | GOLDMAN SACHS ETF TRactivebeta int | $0 | – | -10,959 | -100.0% | -0.07% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -650 | -100.0% | -0.07% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -2,063 | -100.0% | -0.07% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -3,195 | -100.0% | -0.07% | – |
| KO | Exit | COCA COLA CO | $0 | – | -5,932 | -100.0% | -0.07% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -5,163 | -100.0% | -0.07% | – |
| INTF | Exit | ISHARES TRintl eqty factor | $0 | – | -13,363 | -100.0% | -0.07% | – |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -13,326 | -100.0% | -0.07% | – |
| VFQY | Exit | VANGUARD WELLINGTON FDus quality | $0 | – | -3,129 | -100.0% | -0.07% | – |
| SAIC | Exit | SCIENCE APPLICATIONS INTL CO | $0 | – | -3,313 | -100.0% | -0.07% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -7,028 | -100.0% | -0.07% | – |
| WMT | Exit | WALMART INC | $0 | – | -2,260 | -100.0% | -0.07% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -6,315 | -100.0% | -0.07% | – |
| V | Exit | VISA INC | $0 | – | -1,628 | -100.0% | -0.08% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -5,594 | -100.0% | -0.08% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,271 | -100.0% | -0.08% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,571 | -100.0% | -0.08% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -2,832 | -100.0% | -0.08% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -6,994 | -100.0% | -0.08% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -1,746 | -100.0% | -0.08% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -6,363 | -100.0% | -0.08% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -2,579 | -100.0% | -0.08% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -1,078 | -100.0% | -0.09% | – |
| EMLP | Exit | FIRST TR EXCHANGE-TRADED FDno amer energy | $0 | – | -16,588 | -100.0% | -0.09% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -9,107 | -100.0% | -0.09% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -2,208 | -100.0% | -0.10% | – |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -9,067 | -100.0% | -0.10% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -4,000 | -100.0% | -0.10% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -2,784 | -100.0% | -0.10% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -1,987 | -100.0% | -0.10% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -9,693 | -100.0% | -0.10% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -10,475 | -100.0% | -0.10% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,164 | -100.0% | -0.10% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -2,008 | -100.0% | -0.11% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -3,170 | -100.0% | -0.11% | – |
| DTN | Exit | WISDOMTREE TRus ai enhanced | $0 | – | -6,120 | -100.0% | -0.11% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -25,607 | -100.0% | -0.11% | – |
| DBEF | Exit | DBX ETF TRxtrack msci eafe | $0 | – | -16,260 | -100.0% | -0.12% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -6,273 | -100.0% | -0.12% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -18,910 | -100.0% | -0.13% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -9,450 | -100.0% | -0.13% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -15,777 | -100.0% | -0.14% | – |
| SPIP | Exit | SPDR SER TRportfli tips etf | $0 | – | -27,885 | -100.0% | -0.14% | – |
| SSUS | Exit | STRATEGY SHSday hagan ned | $0 | – | -22,380 | -100.0% | -0.15% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -5,963 | -100.0% | -0.16% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -4,986 | -100.0% | -0.16% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -5,467 | -100.0% | -0.16% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -15,735 | -100.0% | -0.16% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -5,071 | -100.0% | -0.18% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -12,011 | -100.0% | -0.18% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -4,666 | -100.0% | -0.18% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -6,911 | -100.0% | -0.20% | – |
| PKW | Exit | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $0 | – | -11,314 | -100.0% | -0.20% | – |
| SGOV | Exit | ISHARES TR0-3 mnth treasry | $0 | – | -10,372 | -100.0% | -0.21% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -8,034 | -100.0% | -0.21% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -6,711 | -100.0% | -0.23% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -10,031 | -100.0% | -0.24% | – |
| ONEQ | Exit | FIDELITY COMWLTH TR | $0 | – | -22,850 | -100.0% | -0.24% | – |
| BOTZ | Exit | GLOBAL X FDSrbtcs artfl inte | $0 | – | -60,267 | -100.0% | -0.30% | – |
| BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -16,239 | -100.0% | -0.30% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -16,088 | -100.0% | -0.31% | – |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -64,201 | -100.0% | -0.32% | – |
| BNDW | Exit | VANGUARD SCOTTSDALE FDStotal wld bd etf | $0 | – | -25,249 | -100.0% | -0.34% | – |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -123,686 | -100.0% | -0.36% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -9,807 | -100.0% | -0.37% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -50,316 | -100.0% | -0.38% | – |
| LIT | Exit | GLOBAL X FDSlithium btry etf | $0 | – | -41,510 | -100.0% | -0.46% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -45,640 | -100.0% | -0.47% | – |
| IDRV | Exit | ISHARES TRself drivng ev | $0 | – | -64,535 | -100.0% | -0.48% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -5,773 | -100.0% | -0.50% | – |
| LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -52,862 | -100.0% | -0.50% | – |
| WCLD | Exit | WISDOMTREE TR | $0 | – | -89,513 | -100.0% | -0.54% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -5 | -100.0% | -0.54% | – |
| SPGM | Exit | SPDR INDEX SHS FDSportfli msci gbl | $0 | – | -54,476 | -100.0% | -0.56% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -7,470 | -100.0% | -0.57% | – |
| AVDV | Exit | AMERICAN CENTY ETF TRintl smcp vlu | $0 | – | -49,758 | -100.0% | -0.58% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -22,726 | -100.0% | -0.63% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -16,606 | -100.0% | -0.66% | – |
| Exit | CAPITAL GROUP GROWTH ETF | $0 | – | -141,345 | -100.0% | -0.70% | – | |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -33,706 | -100.0% | -0.71% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -8,391 | -100.0% | -0.72% | – |
| IGF | Exit | ISHARES TRglb infrastr etf | $0 | – | -84,246 | -100.0% | -0.74% | – |
| REET | Exit | ISHARES TRglobal reit etf | $0 | – | -191,099 | -100.0% | -0.82% | – |
| NANR | Exit | SPDR INDEX SHS FDSs&p north amer | $0 | – | -76,935 | -100.0% | -0.82% | – |
| XT | Exit | ISHARES TRexponential tech | $0 | – | -80,658 | -100.0% | -0.85% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -45,847 | -100.0% | -0.86% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDSem mk gov bd etf | $0 | – | -72,711 | -100.0% | -0.87% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -22,281 | -100.0% | -0.94% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -13,589 | -100.0% | -0.98% | – |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -95,527 | -100.0% | -1.03% | – |
| EMLC | Exit | VANECK ETF TRUSTjp mrgan em loc | $0 | – | -222,890 | -100.0% | -1.07% | – |
| MLPX | Exit | GLOBAL X FDSglb x mlp enrg i | $0 | – | -126,599 | -100.0% | -1.08% | – |
| JAAA | Exit | JANUS DETROIT STR TRhendrson aaa cl | $0 | – | -106,945 | -100.0% | -1.09% | – |
| GBIL | Exit | GOLDMAN SACHS ETF TRacces treasury | $0 | – | -56,306 | -100.0% | -1.14% | – |
| Exit | J P MORGAN EXCHANGE TRADED Fmkt expn enhncd | $0 | – | -122,164 | -100.0% | -1.20% | – | |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -48,282 | -100.0% | -1.28% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -18,633 | -100.0% | -1.32% | – |
| Exit | DIMENSIONAL ETF TRUSTinternatnal val | $0 | – | -203,914 | -100.0% | -1.34% | – | |
| VIGI | Exit | VANGUARD WHITEHALL FDSintl dvd etf | $0 | – | -99,261 | -100.0% | -1.43% | – |
| JCPB | Exit | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $0 | – | -165,312 | -100.0% | -1.49% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -62,570 | -100.0% | -1.54% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -162,240 | -100.0% | -1.55% | – |
| VFMV | Exit | VANGUARD WELLINGTON FDus minimum | $0 | – | -81,065 | -100.0% | -1.57% | – |
| CIBR | Exit | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $0 | – | -178,455 | -100.0% | -1.64% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -71,890 | -100.0% | -1.67% | – |
| GEM | Exit | GOLDMAN SACHS ETF TRactivebeta eme | $0 | – | -291,461 | -100.0% | -1.69% | – |
| Exit | BLACKSTONE SECD LENDING FD | $0 | – | -311,498 | -100.0% | -1.72% | – | |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -58,115 | -100.0% | -1.82% | – |
| GIGB | Exit | GOLDMAN SACHS ETF TRaccess invt gr | $0 | – | -213,990 | -100.0% | -1.87% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -29,512 | -100.0% | -1.88% | – |
| ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -351,815 | -100.0% | -1.92% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -83,456 | -100.0% | -2.14% | – |
| PAVE | Exit | GLOBAL X FDSus infr dev etf | $0 | – | -348,854 | -100.0% | -2.14% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -277,205 | -100.0% | -2.16% | – |
| AVEM | Exit | AMERICAN CENTY ETF TRavantis emgmkt | $0 | – | -204,056 | -100.0% | -2.17% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -320,249 | -100.0% | -2.24% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblackstone senr | $0 | – | -265,862 | -100.0% | -2.25% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -113,699 | -100.0% | -2.54% | – |
| AAPL | Exit | APPLE INC | $0 | – | -76,723 | -100.0% | -2.65% | – |
| SPSB | Exit | SPDR SER TRportfolio short | $0 | – | -450,350 | -100.0% | -2.66% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -80,950 | -100.0% | -2.68% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -49,551 | -100.0% | -2.72% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -153,131 | -100.0% | -3.19% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -172,045 | -100.0% | -3.54% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -139,923 | -100.0% | -3.59% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -943,884 | -100.0% | -4.29% | – |
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.