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CIK: 0001844369
Total reported value
$708.9M
$708.9M
154 檔
16.8%
The Q2 2024 SEC filing reveals that Destiny Wealth Partners, LLC held a total portfolio value of $708.9M, covering 154 public equity positions.
During Q2 2024, Destiny Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VUG, JCPB, DFLV) accounted for 16.8% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 5.00% | +1.85% | +64.79% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 4.84% | +1.16% | +268.52% | |
| 3 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.40% | +1.71% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.96% | -0.05% | -17.61% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.25% | +1.08% | -6.25% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.94% | — | +6.58% | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 2.89% | -1.36% | EXIT | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 2.59% | -0.20% | -8.89% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | +0.07% | +4.32% | |
| 10 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.23% | -0.01% | EXIT | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.94% | -0.33% | -0.21% | |
| 12 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.94% | +0.02% | -0.15% | |
| 13 | GIGB | Goldman Sachs Inv Grd CORP | ETF-Commodities | 1.94% | -0.01% | EXIT | |
| 14 | BXSL | Blackstone Secured Lending F | Stock-Financials | 1.90% | -0.18% | -3.75% | |
| 15 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.89% | -0.21% | +14.55% | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.85% | +1.33% | +83.38% | |
| 17 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.83% | -0.03% | EXIT | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 1.79% | -0.01% | +1183.60% | |
| 19 | VIS | Vanguard Industrials ETF | ETF-Other | 1.75% | — | -8.04% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.74% | +0.55% | -7.37% | |
| 21 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 1.73% | -0.26% | -1.48% | |
| 22 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.72% | +0.56% | -7.51% | |
| 23 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.58% | -0.38% | -3.32% | |
| 24 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.54% | +0.51% | -9.48% | |
| 25 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.49% | — | -9.23% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | +0.49% | -10.02% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.31% | +0.14% | -0.54% | |
| 28 | DFIV | Dimensional International Va | ETF-Other | 1.29% | +0.52% | +2.74% | |
| 29 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 1.20% | -0.01% | EXIT | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.15% | -1.15% | -6.62% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.14% | -0.14% | -64.43% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.06% | — | EXIT | |
| 33 | AVIG | Avantis Core Fixed Income | ETF-Other | 1.06% | — | EXIT | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | -0.45% | +3.04% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.91% | -0.16% | -0.10% | |
| 36 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.90% | — | EXIT | |
| 37 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.88% | +0.30% | -46.44% | |
| 38 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.88% | — | EXIT | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.88% | — | -73.56% | |
| 40 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.87% | -0.19% | -0.79% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.86% | — | -1.61% | |
| 42 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 0.83% | — | EXIT | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.05% | — | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.75% | +0.02% | — | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.74% | -0.50% | EXIT | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.74% | +0.64% | — | |
| 47 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.74% | +0.13% | — | |
| 48 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.65% | +0.02% | +4.38% | |
| 49 | CGGR | Cap Group Growth Equity | ETF-Other | 0.63% | +0.19% | -11.47% | |
| 50 | SNAP | Snap Inc - A | Stock-Comm Services | 0.63% | — | EXIT |
According to official SEC Form 13F filings, Destiny Wealth Partners, LLC reported a total U.S. public equity portfolio value of $708.9M across 154 disclosed positions in Q2 2024.
During Q2 2024, Destiny Wealth Partners, LLC's top holdings by market value included VUG (5.0%)、JCPB (4.8%)、DFLV (4.4%). The largest single position, VUG, represented 5.0% of total portfolio value.
In Q2 2024, Destiny Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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