DW

Destiny Wealth Partners, LLC

13F
Destiny Wealth Partners, LLC
Last update 2024-10-15 162 Stocks (11 new)
Value $570.00 Mil Turnover 3 %
Countries:
Top Holdings: VUG(4.96%)JCPB(4.64%)DFLV(4.59%)AMZN(3.82%)DFAX(3.39%)
Portfolio Report
Summary Stock Picks Current Portfolio
Destiny Wealth Partners, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG 		Vanguard Growth ETF
73,646
28274.960
-1.03%
4.960
-0.05%
0.020
+9.97%
+26.82%
133090.764
 
JCPB 		JPMorgan Core Plus Bond ETF
548,772
26472.780
-5.51%
4.640
-0.27%
0.610
-0.17%
-0.42%
4373.904
 
DFLV 		Dimensional US Large Cap Value ETF
849,601
26176.200
+0.30%
4.590
+0.01%
0.990
+2.22%
+14.16%
2623.258
 
AMZN 		Amazon.com Inc
116,939
21789.280
+2.50%
3.820
+0.09%
0.000
+6.10%
+26.89%
2023545.295
Retail - Cyclical
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF
714,761
19305.700
+0.59%
3.390
+0.02%
0.260
+1.37%
+6.27%
7209.376
 
AAPL 		Apple Inc
67,593
15749.190
-13.07%
2.760
-0.38%
0.000
+5.29%
+19.97%
3498471.924
Hardware
SYK 		Stryker Corp
41,115
14853.060
-13.05%
2.600
-0.38%
0.010
+10.30%
+22.20%
138494.220
Medical Devices & Instruments
XLK 		Technology Select Sector SPDR ETF
63,139
14254.340
-0.74%
2.500
-0.02%
0.020
+9.38%
+19.29%
71364.142
 
TOTL 		SPDR DoubleLine Total Return Tactical ETF
327,447
13556.310
+4.95%
2.380
+0.11%
0.410
-0.35%
-0.22%
3194.728
 
GIGB 		Goldman Sachs Access Investment Grade Corporate Bond ETF
250,028
11831.330
+5.02%
2.070
+0.10%
1.370
+0.22%
-0.73%
848.606
 

Destiny Wealth Partners, LLC's Historical Top Holdings Breakdowns

Destiny Wealth Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RDDT 		Reddit Inc2024-09-30New Buy
+0.43%
●
50.69 ($61.82) 73.85
$116.05
87.72%
New holding
36,871
36,871
AAPL 		Apple Inc2024-09-30Reduce
-0.38%
●
207.23 ($223.32) 234.82
$230.10
3.04%
Reduce -13.07%
67,593
-10,160
CIBR 		First Trust NASDAQ CEA Cybersecurity ETF2024-09-30Reduce
-0.38%
●
52.1 ($57.07) 59.66
$61.14
7.13%
Reduce -22.29%
132,011
-37,869
SYK 		Stryker Corp2024-09-30Reduce
-0.38%
●
315.94 ($345.16) 371.96
$363.43
5.29%
Reduce -13.05%
41,115
-6,173
IBB 		iShares Biotechnology ETF2024-09-30Reduce
-0.33%
●
135.09 ($144.69) 149.47
$142.41
-1.58%
Reduce -17.7%
63,044
-13,556
MSFT 		Microsoft Corp2024-09-30Reduce
-0.32%
●
395.15 ($427.47) 467.56
$432.53
1.18%
Reduce -12.85%
26,934
-3,973
VIGI 		Vanguard International Dividend Appreciation ETF2024-09-30Reduce
-0.30%
●
80.13 ($84.89) 88.89
$84.48
-0.48%
Reduce -16.2%
104,989
-20,291
GOOGL 		Alphabet Inc2024-09-30Reduce
-0.27%
●
148.66 ($167.74) 191.18
$174.52
4.04%
Reduce -19.14%
34,691
-8,213
JCPB 		JPMorgan Core Plus Bond ETF2024-09-30Reduce
-0.27%
●
45.87 ($47.5) 48.53
$46.88
-1.31%
Reduce -5.51%
548,772
-32,004
SNAP 		Snap Inc2024-09-30Reduce
-0.23%
●
8.29 ($11.41) 16.84
$12.62
10.60%
Reduce -36.13%
134,829
-76,269

Destiny Wealth Partners, LLC Total Holding History ($B)

To

Destiny Wealth Partners, LLC's Asset Allocation

To

Destiny Wealth Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Destiny Wealth Partners, LLC's Hypothetical Growth since 2024-09-30

Destiny Wealth Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Destiny Wealth Partners, LLC's Holdings Heat Map

Size field:

Destiny Wealth Partners, LLC's Holdings Bubble Chart

Destiny Wealth Partners, LLC News

  • 1

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