$558 Million is the total value of Destiny Wealth Partners, LLC's 157 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 15.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON COM INC | $24,978,339 | +22.9% | 138,476 | -1.5% | 4.48% | +17.3% |
| Sell | DIMENSIONAL ETF TRUSTworld ex us core | $19,281,106 | -3.4% | 757,905 | -8.6% | 3.46% | -7.8% | |
| SYK | New | STRYKER CORPORATION | $19,067,671 | – | 53,281 | +100.0% | 3.42% | – |
| SHV | Buy | ISHARES TRshort treas bd | $18,478,287 | +1.8% | 167,164 | +1.5% | 3.31% | -2.9% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $18,190,467 | +1.6% | 150,347 | -6.3% | 3.26% | -3.1% |
| VCLT | Sell | VANGUARD SCOTTSDALE FDSlg-term cor bd | $17,264,410 | -8.3% | 220,688 | -7.9% | 3.09% | -12.5% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $15,542,864 | -0.1% | 45,156 | -12.6% | 2.79% | -4.7% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $14,541,468 | +3.6% | 69,820 | -8.3% | 2.61% | -1.1% |
| AAPL | Sell | APPLE INC | $12,509,879 | -10.2% | 72,952 | -4.8% | 2.24% | -14.4% |
| MSFT | Sell | MICROSOFT CORP | $12,464,548 | +14.0% | 29,627 | -0.3% | 2.23% | +8.8% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $12,426,714 | +6.2% | 310,280 | +6.2% | 2.23% | +1.4% |
| SPSB | Sell | SPDR SER TRportfolio short | $11,691,977 | -11.6% | 392,744 | -11.7% | 2.10% | -15.6% |
| Buy | BLACKSTONE SECD LENDING FD | $11,181,902 | +16.2% | 358,970 | +7.1% | 2.00% | +10.8% | |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $11,079,749 | +6.8% | 381,797 | +5.0% | 1.99% | +1.8% |
| VIS | Sell | VANGUARD WORLD FDSindustrial etf | $10,972,187 | +2.0% | 44,940 | -10.4% | 1.97% | -2.7% |
| GIGB | Buy | GOLDMAN SACHS ETF TRaccess invt gr | $10,868,009 | +5.7% | 237,342 | +5.6% | 1.95% | +0.8% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $10,833,500 | +10.3% | 59,326 | +1.8% | 1.94% | +5.3% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $10,357,258 | +9.2% | 183,672 | -0.3% | 1.86% | +4.2% |
| AVEM | Sell | AMERICAN CENTY ETF TRavantis emgmkt | $9,907,891 | -5.2% | 170,944 | -9.7% | 1.78% | -9.5% |
| Buy | JANUS DETROIT STR TRb-bbb clo etf | $9,690,521 | +14.9% | 198,211 | +12.9% | 1.74% | +9.6% | |
| USHY | Sell | ISHARES TRbroad usd high | $9,546,037 | -12.5% | 260,892 | -13.9% | 1.71% | -16.5% |
| SDY | Buy | SPDR SER TRs&p divid etf | $9,367,227 | +5.9% | 71,375 | +0.0% | 1.68% | +1.0% |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $9,198,642 | -12.6% | 218,443 | -13.3% | 1.65% | -16.6% |
| IBB | Buy | ISHARES TRishares biotech | $9,176,057 | +2.1% | 66,871 | +1.6% | 1.64% | -2.5% |
| GEM | Sell | GOLDMAN SACHS ETF TRactivebeta eme | $8,813,605 | -7.8% | 281,225 | -11.5% | 1.58% | -12.0% |
| FDIS | Sell | FIDELITY COVINGTON TRUSTmsci consm dis | $8,741,703 | +0.7% | 105,986 | -7.3% | 1.57% | -3.9% |
| VFMV | Sell | VANGUARD WELLINGTON FDus minimum | $8,496,202 | -6.0% | 75,931 | -12.5% | 1.52% | -10.3% |
| VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $7,653,792 | -8.7% | 93,877 | -12.3% | 1.37% | -12.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $7,575,247 | +13.0% | 18,014 | -2.3% | 1.36% | +7.8% |
| JCPB | Sell | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $7,351,018 | -11.1% | 157,595 | -11.0% | 1.32% | -15.2% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $7,196,342 | +8.4% | 47,680 | -2.0% | 1.29% | +3.4% |
| Sell | DIMENSIONAL ETF TRUSTinternatnal val | $7,151,630 | -5.1% | 194,602 | -11.8% | 1.28% | -9.4% | |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $7,154,919 | -8.3% | 149,403 | -9.1% | 1.28% | -12.5% |
| Sell | J P MORGAN EXCHANGE TRADED Fmkt expn enhncd | $6,749,980 | -2.3% | 115,325 | -12.8% | 1.21% | -6.8% | |
| MLPX | Buy | GLOBAL X FDSglb x mlp enrg i | $6,587,930 | +13.8% | 134,475 | +4.2% | 1.18% | +8.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $6,342,683 | +17.7% | 14,285 | +5.0% | 1.14% | +12.2% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $6,026,329 | +11.0% | 104,154 | +5.1% | 1.08% | +5.9% |
| JAAA | Sell | JANUS DETROIT STR TRhendrson aaa cl | $5,595,189 | +0.0% | 110,272 | -0.8% | 1.00% | -4.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $5,290,330 | +36.2% | 10,114 | +21.7% | 0.95% | +29.9% |
| EMLC | Sell | VANECK ETF TRUSTjp mrgan em loc | $5,226,842 | -12.9% | 213,253 | -11.0% | 0.94% | -16.9% |
| GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $5,199,928 | -8.4% | 51,541 | -9.4% | 0.93% | -12.6% |
| VWOB | Buy | VANGUARD WHITEHALL FDSem mk gov bd etf | $5,084,312 | +7.7% | 79,629 | +5.5% | 0.91% | +2.8% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $5,022,542 | +8.3% | 20,101 | -1.3% | 0.90% | +3.3% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $4,999,849 | +7.9% | 45,248 | -1.3% | 0.90% | +3.0% |
| XT | Buy | ISHARES TRexponential tech | $4,961,661 | +4.8% | 83,221 | +0.6% | 0.89% | 0.0% |
| NFLX | Buy | NETFLIX INC | $4,740,211 | +30.7% | 7,805 | +2.2% | 0.85% | +24.8% |
| REET | Sell | ISHARES TRglobal reit etf | $4,360,840 | -11.9% | 184,157 | -11.6% | 0.78% | -15.9% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $4,263,232 | +13.9% | 16,897 | -0.7% | 0.76% | +8.7% |
| NANR | Sell | SPDR INDEX SHS FDSs&p north amer | $4,137,386 | -3.8% | 75,804 | -10.4% | 0.74% | -8.2% |
| IGF | Sell | ISHARES TRglb infrastr etf | $3,922,167 | -9.8% | 82,364 | -11.2% | 0.70% | -14.0% |
| Sell | CAPITAL GROUP GROWTH ETF | $3,858,922 | +12.6% | 120,629 | -3.0% | 0.69% | +7.6% | |
| ABNB | Sell | AIRBNB INC | $3,856,600 | +22.5% | 23,379 | -0.7% | 0.69% | +16.9% |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $3,574,424 | +7.0% | 39,760 | -1.3% | 0.64% | +2.2% |
| WCLD | Buy | WISDOMTREE TR | $3,243,135 | +7.7% | 93,140 | +0.4% | 0.58% | +2.7% |
| AVDV | Sell | AMERICAN CENTY ETF TRintl smcp vlu | $3,118,713 | -7.1% | 47,354 | -13.0% | 0.56% | -11.4% |
| SPGM | Sell | SPDR INDEX SHS FDSportfli msci gbl | $2,433,813 | -22.7% | 40,781 | -29.5% | 0.44% | -26.2% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $2,394,713 | -2.9% | 49,631 | -2.9% | 0.43% | -7.3% |
| IDRV | Buy | ISHARES TRself drivng ev | $2,318,516 | -2.7% | 73,768 | +5.4% | 0.42% | -7.1% |
| VB | VANGUARD INDEX FDSsmall cp etf | $2,211,202 | +10.7% | 9,673 | 0.0% | 0.40% | +5.6% | |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $2,190,423 | -2.0% | 42,899 | -2.7% | 0.39% | -6.4% |
| BOTZ | Sell | GLOBAL X FDSrbtcs artfl inte | $1,986,035 | +18.1% | 62,434 | -0.2% | 0.36% | +12.7% |
| ITOT | ISHARES TRcore s&p ttl stk | $1,854,946 | +11.8% | 16,088 | 0.0% | 0.33% | +6.4% | |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $1,541,777 | -0.9% | 60,988 | -0.2% | 0.28% | -5.5% |
| ONEQ | FIDELITY COMWLTH TR | $1,471,540 | +12.5% | 22,850 | 0.0% | 0.26% | +7.3% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,362,575 | +23.0% | 8,949 | +11.5% | 0.24% | +17.3% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,286,987 | -52.2% | 2,448 | -57.3% | 0.23% | -54.3% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $1,160,287 | +5.9% | 6,620 | -4.2% | 0.21% | +1.0% |
| VV | VANGUARD INDEX FDSlarge cap etf | $1,118,718 | +11.7% | 4,666 | 0.0% | 0.20% | +6.4% | |
| PKW | Sell | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $1,108,708 | +0.7% | 10,244 | -8.9% | 0.20% | -3.9% |
| PEP | Sell | PEPSICO INC | $1,089,985 | +0.2% | 6,228 | -1.8% | 0.20% | -4.4% |
| XOM | Sell | EXXON MOBIL CORP | $1,062,653 | +3.4% | 9,142 | -9.0% | 0.19% | -1.6% |
| NVDA | Sell | NVIDIA CORPORATION | $1,039,998 | +83.6% | 1,151 | -2.5% | 0.19% | +75.5% |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,022,579 | +14.5% | 4,986 | 0.0% | 0.18% | +8.9% | |
| USMV | Buy | ISHARES TRmsci usa min vol | $995,354 | +27.2% | 11,909 | +18.7% | 0.18% | +21.1% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $921,182 | +12.2% | 5,605 | -1.3% | 0.16% | +7.1% |
| ABBV | Sell | ABBVIE INC | $913,960 | +4.8% | 5,019 | -7.1% | 0.16% | 0.0% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $911,128 | +4.9% | 15,535 | -1.3% | 0.16% | 0.0% |
| SSUS | Sell | STRATEGY SHSday hagan ned | $823,176 | +8.8% | 21,409 | -1.0% | 0.15% | +4.2% |
| XLF | SELECT SECTOR SPDR TRfinancial | $796,489 | +12.1% | 18,910 | 0.0% | 0.14% | +6.7% | |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $744,974 | +2.1% | 14,849 | -4.1% | 0.13% | -2.2% |
| CVS | CVS HEALTH CORP | $743,762 | -0.9% | 9,325 | 0.0% | 0.13% | -5.7% | |
| BNDW | Sell | VANGUARD SCOTTSDALE FDStotal wld bd etf | $743,380 | -50.2% | 10,835 | -50.2% | 0.13% | -52.7% |
| ESGU | Sell | ISHARES TResg awr msci usa | $710,913 | +10.1% | 6,184 | -1.4% | 0.13% | +5.0% |
| SPIP | Sell | SPDR SER TRportfli tips etf | $665,070 | -6.9% | 25,959 | -6.9% | 0.12% | -11.2% |
| DBEF | DBX ETF TRxtrack msci eafe | $665,522 | +11.0% | 16,260 | 0.0% | 0.12% | +5.3% | |
| HCA | HCA HEALTHCARE INC | $662,724 | +22.1% | 1,987 | 0.0% | 0.12% | +16.7% | |
| GLD | Sell | SPDR GOLD TR | $655,012 | -32.1% | 3,184 | -37.6% | 0.12% | -35.4% |
| MUNI | New | PIMCO ETF TRinter mun bd act | $633,470 | – | 12,073 | +100.0% | 0.11% | – |
| DTN | WISDOMTREE TRus ai enhanced | $622,894 | +6.8% | 6,120 | 0.0% | 0.11% | +1.8% | |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $582,158 | +64.6% | 16,978 | +54.9% | 0.10% | +57.6% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $576,195 | +11.5% | 8,982 | -0.3% | 0.10% | +6.2% |
| GOVT | ISHARES TRus treas bd etf | $557,751 | -0.5% | 24,495 | 0.0% | 0.10% | -4.8% | |
| DGX | QUEST DIAGNOSTICS INC | $532,440 | -5.3% | 4,000 | 0.0% | 0.10% | -10.4% | |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $517,660 | -65.1% | 5,639 | -65.3% | 0.09% | -66.7% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $501,836 | +12.9% | 2,729 | +5.8% | 0.09% | +8.4% |
| EMLP | FIRST TR EXCHANGE-TRADED FDno amer energy | $489,844 | +6.0% | 16,588 | 0.0% | 0.09% | +1.1% | |
| CVX | Sell | CHEVRON CORP NEW | $475,724 | -0.6% | 3,016 | -5.1% | 0.08% | -5.6% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $464,701 | +6.8% | 1,788 | -4.3% | 0.08% | +1.2% |
| NEE | Sell | NEXTERA ENERGY INC | $440,123 | +2.1% | 6,887 | -1.3% | 0.08% | -2.5% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $433,428 | -28.9% | 2,061 | -34.5% | 0.08% | -32.2% |
| VFQY | VANGUARD WELLINGTON FDus quality | $428,454 | +11.0% | 3,129 | 0.0% | 0.08% | +6.9% | |
| DIS | Buy | DISNEY WALT CO | $430,366 | +39.0% | 3,517 | +2.9% | 0.08% | +32.8% |
| SAIC | SCIENCE APPLICATIONS INTL CO | $431,982 | +5.8% | 3,313 | 0.0% | 0.08% | 0.0% | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $422,235 | +0.4% | 8,095 | 0.0% | 0.08% | -3.8% | |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $425,480 | +10.1% | 6,915 | -1.6% | 0.08% | +4.1% |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $425,766 | +11.6% | 13,326 | 0.0% | 0.08% | +5.6% | |
| XLC | SELECT SECTOR SPDR TR | $421,611 | +13.8% | 5,163 | 0.0% | 0.08% | +8.6% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $395,848 | +9.6% | 2,063 | 0.0% | 0.07% | +4.4% | |
| SMLF | ISHARES TRus sml cap eqt | $398,138 | +11.7% | 6,262 | 0.0% | 0.07% | +6.0% | |
| JPM | Sell | JPMORGAN CHASE & CO | $373,159 | -1.3% | 1,863 | -15.5% | 0.07% | -5.6% |
| IWR | Sell | ISHARES TRrus mid cap etf | $367,557 | -13.3% | 4,371 | -21.9% | 0.07% | -17.5% |
| XLI | SELECT SECTOR SPDR TRindl | $360,246 | +13.2% | 2,860 | 0.0% | 0.06% | +8.3% | |
| LRCX | New | LAM RESEARCH CORP | $364,339 | – | 375 | +100.0% | 0.06% | – |
| UNH | Sell | UNITEDHEALTH GROUP INC | $355,195 | -9.8% | 718 | -0.6% | 0.06% | -13.5% |
| MCD | Sell | MCDONALDS CORP | $349,830 | -30.3% | 1,241 | -27.8% | 0.06% | -33.0% |
| DRI | DARDEN RESTAURANTS INC | $341,153 | +3.8% | 2,041 | 0.0% | 0.06% | -1.6% | |
| MRK | Sell | MERCK & CO INC | $335,099 | +11.1% | 2,540 | -1.5% | 0.06% | +5.3% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $335,362 | +9.3% | 2,151 | +0.6% | 0.06% | +3.4% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $332,886 | +15.5% | 2,044 | +5.9% | 0.06% | +11.1% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $321,904 | +4.0% | 2,179 | -2.0% | 0.06% | 0.0% |
| V | Sell | VISA INC | $320,001 | -26.1% | 1,147 | -31.2% | 0.06% | -29.6% |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $311,571 | +14.5% | 1,634 | 0.0% | 0.06% | +9.8% | |
| HD | Sell | HOME DEPOT INC | $309,182 | -31.8% | 806 | -39.8% | 0.06% | -35.3% |
| IUSB | ISHARES TRcore total usd | $307,915 | -0.2% | 6,754 | 0.0% | 0.06% | -5.2% | |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $300,509 | -27.5% | 1,604 | -41.1% | 0.05% | -30.8% |
| FXL | FIRST TR EXCHANGE TRADED FDtech alphadex | $296,065 | +10.4% | 2,196 | 0.0% | 0.05% | +6.0% | |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $298,006 | -2.9% | 1,938 | 0.0% | 0.05% | -8.6% | |
| FDLO | FIDELITY COVINGTON TRUSTlow volity etf | $290,394 | +6.9% | 5,169 | 0.0% | 0.05% | +2.0% | |
| IGEB | ISHARES TRinvestment grade | $283,766 | +0.2% | 6,327 | 0.0% | 0.05% | -3.8% | |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $279,106 | +8.1% | 3,671 | +0.2% | 0.05% | +4.2% |
| NOW | New | SERVICENOW INC | $273,702 | – | 359 | +100.0% | 0.05% | – |
| AVGO | BROADCOM INC | $266,407 | +26.3% | 201 | 0.0% | 0.05% | +20.0% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $256,175 | -1.6% | 6,133 | -4.8% | 0.05% | -6.1% |
| TSLA | Sell | TESLA INC | $255,774 | -31.7% | 1,455 | -7.6% | 0.05% | -34.3% |
| IVW | New | ISHARES TRs&p 500 grwt etf | $254,164 | – | 3,010 | +100.0% | 0.05% | – |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $251,683 | -6.3% | 3,296 | -11.4% | 0.04% | -10.0% |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $253,775 | – | 1,710 | +100.0% | 0.04% | – |
| USIG | ISHARES TRusd inv grde etf | $252,936 | +0.1% | 4,982 | 0.0% | 0.04% | -4.3% | |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $242,814 | +5.9% | 29,290 | 0.0% | 0.04% | +2.3% | |
| BAC | Sell | BANK AMERICA CORP | $239,347 | +0.2% | 6,312 | -10.7% | 0.04% | -4.4% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $238,753 | -32.7% | 2,192 | -32.6% | 0.04% | -35.8% |
| IEUR | Sell | ISHARES TRcore msci euro | $238,921 | +5.6% | 4,130 | -1.1% | 0.04% | 0.0% |
| UCBI | UNITED CMNTY BKS BLAIRSVLE G | $236,880 | -7.8% | 9,000 | 0.0% | 0.04% | -12.5% | |
| KO | Sell | COCA COLA CO | $236,717 | -18.3% | 3,869 | -20.2% | 0.04% | -22.2% |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $237,081 | +4.1% | 6,684 | 0.0% | 0.04% | -2.3% | |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $227,867 | -35.6% | 3,924 | -35.5% | 0.04% | -38.8% |
| PAVE | New | GLOBAL X FDSus infr dev etf | $224,051 | – | 5,628 | +100.0% | 0.04% | – |
| TDIV | New | FIRST TR EXCHANGE-TRADED FDnasd tech div | $222,456 | – | 3,193 | +100.0% | 0.04% | – |
| RSG | New | REPUBLIC SVCS INC | $218,816 | – | 1,143 | +100.0% | 0.04% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $215,866 | – | 1,196 | +100.0% | 0.04% | – |
| MRNA | MODERNA INC | $213,120 | -1.9% | 2,000 | 0.0% | 0.04% | -7.3% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $210,432 | +3.8% | 1,801 | 0.0% | 0.04% | 0.0% | |
| IEFA | Sell | ISHARES TRcore msci eafe | $204,773 | -11.8% | 2,759 | -17.8% | 0.04% | -15.9% |
| AGG | ISHARES TRcore us aggbd et | $205,968 | -0.5% | 2,103 | 0.0% | 0.04% | -5.1% | |
| FEMS | New | FIRST TR EXCH TRD ALPHDX FDem sml cp alph | $203,886 | – | 5,267 | +100.0% | 0.04% | – |
| ICORECONNECT INC | $124,044 | -6.2% | 101,675 | 0.0% | 0.02% | -12.0% | ||
| INTEGRATED RAIL AND RES ACQ*w exp 99/99/999 | $456 | -92.7% | 89,321 | 0.0% | 0.00% | -100.0% | ||
| Exit | CION INVT CORP | $0 | – | -14,257 | -100.0% | -0.03% | – | |
| NKE | Exit | NIKE INCcl b | $0 | – | -1,984 | -100.0% | -0.04% | – |
| WFHY | Exit | WISDOMTREE TRus hgh yld corp | $0 | – | -4,513 | -100.0% | -0.04% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -2,475 | -100.0% | -0.04% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -2,080 | -100.0% | -0.04% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -4,452 | -100.0% | -0.04% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,633 | -100.0% | -0.05% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -8,457 | -100.0% | -0.06% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -6,363 | -100.0% | -0.08% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -1,746 | -100.0% | -0.08% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -1,078 | -100.0% | -0.08% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -9,107 | -100.0% | -0.10% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -10,508 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-09
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.