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CIK: 0001844369
Total reported value
$708.9M
$708.9M
162 檔
17.2%
During the Q3 2024 filing period, Destiny Wealth Partners, LLC (CIK: 0001844369) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $708.9M across 162 reported positions.
During Q3 2024, Destiny Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 4.96% | +1.85% | -1.03% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 4.64% | +1.16% | -5.51% | |
| 3 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.59% | +1.71% | +0.30% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.82% | -0.05% | +2.50% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.39% | +1.08% | +0.59% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.76% | — | -13.07% | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 2.60% | -1.36% | EXIT | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 2.50% | -0.20% | -0.74% | |
| 9 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.38% | -0.01% | EXIT | |
| 10 | GIGB | Goldman Sachs Inv Grd CORP | ETF-Commodities | 2.07% | -0.01% | EXIT | |
| 11 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.07% | +0.02% | +5.38% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | +0.07% | -12.85% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.02% | -0.33% | -1.63% | |
| 14 | XLF | Ss Financial Select Sector | ETF-Other | 1.93% | -0.01% | -0.01% | |
| 15 | BXSL | Blackstone Secured Lending F | Stock-Financials | 1.89% | -0.18% | +6.51% | |
| 16 | VIS | Vanguard Industrials ETF | ETF-Other | 1.88% | — | -0.30% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.86% | +1.33% | +2.97% | |
| 18 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 1.85% | -0.26% | +10.32% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.80% | +0.55% | +0.13% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.71% | -0.38% | -0.27% | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.63% | -0.03% | EXIT | |
| 22 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.61% | -0.21% | -17.70% | |
| 23 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.54% | +0.51% | -1.16% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.45% | +0.14% | -0.06% | |
| 25 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.45% | — | -0.47% | |
| 26 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.37% | +0.56% | -22.29% | |
| 27 | DFIV | Dimensional International Va | ETF-Other | 1.34% | +0.52% | +0.72% | |
| 28 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 1.28% | -0.01% | EXIT | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.17% | -0.14% | -2.42% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.14% | -1.15% | +0.04% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.14% | — | EXIT | |
| 32 | AVIG | Avantis Core Fixed Income | ETF-Other | 1.06% | — | EXIT | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | -0.45% | +0.17% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.49% | -19.14% | |
| 35 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.97% | — | EXIT | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.94% | -0.16% | -0.94% | |
| 37 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.93% | +0.30% | +0.16% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.93% | — | +1.52% | |
| 39 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.92% | — | EXIT | |
| 40 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.85% | -0.19% | -3.21% | |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.84% | — | -1.64% | |
| 42 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 0.83% | — | EXIT | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.75% | +0.64% | +40.64% | |
| 44 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.74% | +0.13% | -1.31% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.05% | -12.62% | |
| 46 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.72% | +0.02% | +2.43% | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.69% | +0.02% | -9.38% | |
| 48 | CGGR | Cap Group Growth Equity | ETF-Other | 0.67% | +0.19% | +2.59% | |
| 49 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.64% | +0.20% | +0.12% | |
| 50 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-Other | 0.62% | — | 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 162 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, JCPB, DFLV) accounted for 17.2% of total reported equity market value during Q3 2024.
During Q3 2024, Destiny Wealth Partners, LLC's top holdings by market value included VUG (5.0%)、JCPB (4.6%)、DFLV (4.6%). The largest single position, VUG, represented 5.0% of total portfolio value.
In Q3 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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