$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SYK | New | STRYKER CORPORATION | $19,067,671 | – | 53,281 | +100.0% | 3.42% | – |
| MUNI | New | PIMCO ETF TRinter mun bd act | $633,470 | – | 12,073 | +100.0% | 0.11% | – |
| LRCX | New | LAM RESEARCH CORP | $364,339 | – | 375 | +100.0% | 0.06% | – |
| NOW | New | SERVICENOW INC | $273,702 | – | 359 | +100.0% | 0.05% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $254,164 | – | 3,010 | +100.0% | 0.05% | – |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $253,775 | – | 1,710 | +100.0% | 0.04% | – |
| 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% | – |
| FEMS | New | FIRST TR EXCH TRD ALPHDX FDem sml cp alph | $203,886 | – | 5,267 | +100.0% | 0.04% | – |
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.