$143 Million is the total value of Destiny Capital Corp/CO's 46 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -15,663 | -100.0% | -0.14% | – |
| SSB | Exit | SOUTHSTATE CORPORATION | $0 | – | -3,000 | -100.0% | -0.18% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -623 | -100.0% | -0.20% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -9,879 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-05-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 6 | Q2 2024 | 17.2% |
| SPDR SER TR | 6 | Q2 2024 | 9.9% |
| SPDR SER TR | 6 | Q2 2024 | 18.1% |
| ISHARES TR | 6 | Q2 2024 | 10.1% |
| SPDR SER TR | 6 | Q2 2024 | 10.0% |
| SPDR SER TR | 6 | Q2 2024 | 4.4% |
| SELECT SECTOR SPDR TR | 6 | Q2 2024 | 3.9% |
| INVESCO QQQ TR | 6 | Q2 2024 | 4.7% |
| POWERSHARES ACTIVELY MANAGED | 6 | Q2 2024 | 3.7% |
| ISHARES TR | 6 | Q2 2024 | 5.2% |
View Destiny Capital Corp/CO's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| N-PX | 2024-08-13 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-10 |
View Destiny Capital Corp/CO'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.