Destiny Wealth Partners, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Destiny Wealth Partners, LLC

CIK Number: 0001844369

744.06M
Market Value
160
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 JAAA Janus Henderson...
50.63
-0.02% 843.14K +262.35% 42.76M 50.65 6.78% Share
2 VUG Vanguard Growth...
463.99
+0.88% 82.42K +11.74% 30.56M 301.53 4.85% Share
3 DFLV Dimensional US ...
32.57
+0.80% 942.85K +2.27% 28.82M 28.9 4.57% Share
4 JCPB JPMorgan Core P...
47.22
+0.36% 565.75K -1.27% 26.61M 46.17 4.22% Share
5 AMZN Amazon.com, Inc...
235.68
+4.29% 122.61K +3.22% 23.33M 148.37 3.70% Share
6 AAPL Apple Inc.
239.78
+0.55% 71.49K +1.88% 15.88M 151.26 2.52% Share
7 SYK Stryker Corpora...
394.41
+1.51% 41.43K -0.2% 15.42M 354.72 2.45% Share
8 TOTL SPDR DoubleLine...
40.36
+0.34% 372.14K +3.79% 14.99M 40.56 2.38% Share
9 XLK Technology Sele...
262.63
+0.49% 65.49K +3.25% 13.52M 159.06 2.15% Share
10 XLF Financial Selec...
54.04
+1.01% 251.76K +2.99% 12.54M 40.7 1.99% Share
11 BRK-A Berkshire Hatha...
759781.00
+1.06% 15 +650.00% 11.98M 782772 1.90% Share
12 JBBB Janus Henderson...
48.23
+0.01% 243.49K +6.60% 11.85M 48.21 1.88% Share
13 VIG Vanguard Divide...
211.73
+0.69% 58.18K -0.11% 11.29M 143.1 1.79% Share
14 MSFT Microsoft Corpo...
507.97
+0.52% 29.54K +5.10% 11.09M 282.62 1.76% Share
15 FCOM Fidelity MSCI C...
69.94
+0.81% 186.35K +4.17% 10.48M 58.6 1.66% Share
16 DFAX Dimensional Wor...
30.55
+0.41% 398.7K -45.89% 10.45M 23.19 1.66% Share
17 AVEM Avantis Emergin...
71.13
-0.31% 170.92K +5.54% 10.28M 54.26 1.63% Share
18 ANGL VanEck Fallen A...
29.37
+0.31% 343K -20.46% 9.9M 28.09 1.57% Share
19 BRK-B Berkshire Hatha...
506.82
+1.06% 18.09K -0.77% 9.63M 239.06 1.53% Share
20 PDBC Invesco Optimum...
13.24
-0.68% 703.71K +100.00% 9.59M 13.63 1.52% Share
21 SDY SPDR S&P Divide...
141.00
+0.64% 68.89K +0.10% 9.35M 106.92 1.48% Share
22 USHY iShares Broad U...
37.56
+0.28% 249.5K +4.99% 9.18M 34.84 1.46% Share
23 CIBR First Trust NAS...
72.35
+0.21% 143.26K +6.19% 9.03M 45.36 1.43% Share
24 SCHR Schwab Intermed...
25.13
+0.27% 360.56K +100.00% 8.96M 24.86 1.42% Share
25 IBB iShares Biotech...
140.35
-0.01% 69.86K +6.65% 8.94M 134.35 1.42% Share
26 SRLN SPDR Blackstone...
41.41
+0.11% 212.74K +5.14% 8.75M 42.61 1.39% Share
27 DFIV Dimensional Int...
45.43
+0.66% 185.69K -10.42% 7.31M 31.29 1.16% Share
28 VIGI Vanguard Intern...
89.40
+0.49% 87.63K -14.86% 7.27M 76.62 1.15% Share
29 QQQ Invesco QQQ Tru...
575.26
+0.91% 15.28K -2.95% 7.16M 349.1 1.14% Share
30 JEPI JPMorgan Equity...
56.75
+0.30% 119.34K +4.32% 6.82M 59.02 1.08% Share
31 VYM Vanguard High D...
139.27
+0.73% 49.84K -2.87% 6.43M 102.58 1.02% Share
32 GOOGL Alphabet Inc.
232.30
+0.71% 39.07K +5.62% 6.04M 102.51 0.96% Share
33 NVDA NVIDIA Corporat...
171.66
+0.61% 55.44K +25.09% 6.01M 105.15 0.95% Share
34 SPY SPDR S&P 500 ET...
649.00
+0.82% 10.69K -8.62% 5.98M 435.19 0.95% Share
35 BIV Vanguard Interm...
77.93
+0.44% 75.14K -4.83% 5.75M 74.73 0.91% Share
36 VGLT Vanguard Long-T...
55.69
+0.65% 98.09K +100.00% 5.65M 57.61 0.90% Share
37 CRWD CrowdStrike Hol...
412.46
-0.18% 15.95K +3.59% 5.62M 359.41 0.89% Share
38 PULS PGIM Ultra Shor...
49.66
+0.01% 111.86K +8.20% 5.56M 49.56 0.88% Share
39 AVGO Broadcom Inc.
306.10
+1.23% 33.03K +22.26% 5.53M 212.71 0.88% Share
40 VO Vanguard Mid Ca...
289.77
+0.73% 21.35K +4.11% 5.52M 228.46 0.88% Share
41 GEM Goldman Sachs A...
38.42
-0.47% 158.63K +3.69% 5.26M 33.53 0.84% Share
42 VT Vanguard Total ...
134.24
+0.71% 43.32K -0.56% 5.02M 92.58 0.80% Share
43 EMTL SPDR DoubleLine...
43.57
+0.17% 115.61K +3.94% 4.98M 42.01 0.79% Share
44 XT iShares Exponen...
67.89
+0.34% 83.5K +3.57% 4.81M 57.61 0.76% Share
45 NFLX Netflix, Inc.
1257.48
+2.55% 4.84K +2.44% 4.51M 314.72 0.72% Share
46 META Meta Platforms,...
748.65
+1.57% 7.72K +4.26% 4.45M 508.87 0.71% Share
47 RDDT Reddit, Inc.
232.01
+3.98% 40.86K -35.39% 4.29M 106.58 0.68% Share
48 UBER Uber Technologi...
92.01
-1% 57.55K +6.19% 4.19M 70.79 0.67% Share
49 MOAT VanEck Mornings...
97.80
+0.30% 46.44K +6.22% 4.09M 85.56 0.65% Share
50 JMBS Janus Henderson...
45.30
+0.32% 90.14K -3.37% 4.07M 44.13 0.65% Share
51 CGGR Capital Group G...
42.64
+1.07% 118.05K +4.89% 4.04M 25.52 0.64% Share
52 PLTR Palantir Techno...
156.14
+0.80% 47.66K +11.50% 4.02M 76.53 0.64% Share
53 AVDV Avantis Interna...
85.57
+0.33% 51.33K +2.61% 3.58M 57.3 0.57% Share
54 ONEV SPDR Russell 10...
133.73
+0.59% 27.56K +1.14% 3.49M 117.38 0.55% Share
55 JMEE JPMorgan Market...
63.38
+1.52% 62.24K +2.87% 3.48M 47.79 0.55% Share
56 SPGM SPDR Portfolio ...
72.48
+0.76% 54.6K +20.88% 3.41M 54.52 0.54% Share
57 CRM Salesforce, Inc...
244.06
-4.83% 11.62K +5.14% 3.12M 256.8 0.49% Share
58 TSLA Tesla, Inc.
338.53
+1.33% 11.84K +25.30% 3.07M 356.52 0.49% Share
59 LMBS First Trust Low...
49.71
+0.20% 54.68K +8.16% 2.69M 50.93 0.43% Share
60 GLIN VanEck India Gr...
44.60
-0.48% 59.92K +11.38% 2.57M 50.34 0.41% Share
61 FLOT iShares Floatin...
50.88
0.00% 47.95K +8.15% 2.45M 50.56 0.39% Share
62 SPSB SPDR Portfolio ...
30.20
+0.10% 79.79K 0.00% 2.4M 31.26 0.38% Share
63 VB Vanguard Small ...
253.78
+1.23% 10.34K -1.33% 2.29M 206.55 0.36% Share
64 VTIP Vanguard Short-...
50.64
+0.02% 45.23K -0.74% 2.26M 46.85 0.36% Share
65 FLTR VanEck Investme...
25.48
+0.02% 80.61K +1.18% 2.06M 25.41 0.33% Share
66 ITOT iShares Core S&...
142.19
+0.89% 14.73K -10.31% 1.8M 87.09 0.29% Share
67 VOO Vanguard S&P 50...
596.61
+0.83% 3.09K 0.00% 1.59M 502.87 0.25% Share
68 ONEQ Fidelity Nasdaq...
85.49
+1.00% 22.85K 0.00% 1.56M 50.89 0.25% Share
69 SPAB SPDR Portfolio ...
25.70
+0.41% 57.89K 0.00% 1.48M 25.86 0.23% Share
70 IVV iShares Core S&...
652.24
+0.83% 2.36K +0.04% 1.32M 389.77 0.21% Share
71 SNAP Snap Inc.
7.10
-2.07% 148.65K +12.70% 1.29M 15.2 0.21% Share
72 BOTZ Global X Roboti...
33.25
+0.24% 42.51K +3.87% 1.21M 30.83 0.19% Share
73 VV Vanguard Large ...
299.69
+0.84% 4.69K 0.00% 1.21M 201.18 0.19% Share
74 BNDW Vanguard Total ...
69.31
+0.30% 17.42K +31.98% 1.2M 71.61 0.19% Share
75 USMV iShares MSCI US...
94.19
+0.14% 12.68K +12.72% 1.19M 74.33 0.19% Share
76 VXF Vanguard Extend...
206.65
+1.14% 6.58K 0.00% 1.13M 165.07 0.18% Share
77 FDN First Trust Dow...
280.25
+0.94% 5.03K 0.00% 1.12M 218.31 0.18% Share
78 XOM Exxon Mobil Cor...
112.42
+0.46% 9.12K -1.05% 1.08M 57.48 0.17% Share
79 ORLY O'Reilly Automo...
105.04
+1.16% 751 0.00% 1.08M 1185.8 0.17% Share
80 PKW Invesco BuyBack...
131.55
+0.84% 9.31K -2.18% 1.05M 73.34 0.17% Share
81 GLD SPDR Gold Share...
326.78
-0.41% 3.61K +7.50% 1.04M 187.64 0.17% Share
82 ABBV AbbVie Inc.
213.01
+0.54% 4.84K 0.00% 1.01M 138.48 0.16% Share
83 GOOG Alphabet Inc.
232.66
+0.68% 6.37K -2.98% 995.65K 95.16 0.16% Share
84 SHYG iShares 0-5 Yea...
43.10
+0.20% 21.96K -5.59% 933.7K 41.95 0.15% Share
85 VEU Vanguard FTSE A...
69.31
+0.39% 15.3K -1.52% 928.04K 63.33 0.15% Share
86 MINO PIMCO Municipal...
44.22
+0.19% 20.42K -0.2% 913.25K 45.07 0.14% Share
87 PEP PepsiCo, Inc.
146.89
-1.18% 5.96K -2.04% 894.42K 160.27 0.14% Share
88 VEA Vanguard Develo...
58.69
+0.63% 17.57K +13.10% 892.93K 47.64 0.14% Share
89 SSUS Day Hagan/Ned D...
46.78
+0.82% 20.77K 0.00% 845.38K 31.64 0.13% Share
90 QUAL iShares MSCI US...
190.31
+0.87% 4.79K 0.00% 817.88K 119.88 0.13% Share
91 HCA HCA Healthcare,...
411.56
+0.97% 2.27K -0.04% 782.67K 282.46 0.12% Share
92 ESGU iShares ESG Awa...
141.72
+0.80% 6.04K 0.00% 735.73K 86.16 0.12% Share
93 DBEF Xtrackers MSCI ...
45.66
+0.97% 16.26K 0.00% 704.06K 33.61 0.11% Share
94 DGX Quest Diagnosti...
180.15
+0.35% 4K 0.00% 676.8K 125.98 0.11% Share
95 AIVL WisdomTree U.S....
114.17
+0.42% 6.12K 0.00% 671.98K 83.73 0.11% Share
96 IWR iShares Russell...
96.13
+0.95% 7.61K 0.00% 647.55K 75.31 0.10% Share
97 VTV Vanguard Value ...
183.10
+0.72% 3.66K +75.08% 632.4K 159.01 0.10% Share
98 EMLP First Trust Nor...
37.69
-0.07% 16.59K 0.00% 621.88K 20.97 0.10% Share
99 MUNI PIMCO Intermedi...
51.49
+0.27% 11.82K -0.19% 609.53K 52.2 0.10% Share
100 VTI Vanguard Total ...
320.20
+0.90% 2.12K +0.05% 583.49K 225.95 0.09% Share
101 GSIE Goldman Sachs A...
40.62
+0.86% 16.13K 0.00% 575.03K 32.51 0.09% Share
102 CVX Chevron Corpora...
157.73
-0.21% 3.32K +8.57% 555.39K 124.55 0.09% Share
103 DIS The Walt Disney...
118.83
+1.23% 5.48K +115.95% 541.21K 111.61 0.09% Share
104 SPTM SPDR Portfolio ...
78.74
+0.87% 7.94K -0.51% 540.2K 46.23 0.09% Share
105 GOVT iShares U.S. Tr...
23.00
+0.28% 23.45K 0.00% 539.11K 25.15 0.09% Share
106 IWM iShares Russell...
236.59
+1.25% 2.63K +2.22% 524.26K 201.31 0.08% Share
107 XLY Consumer Discre...
235.16
+1.83% 2.6K 0.00% 513.79K 161.85 0.08% Share
108 JPM JPMorgan Chase ...
303.87
+1.46% 2.05K -0.73% 502.13K 153.38 0.08% Share
109 XLC Communication S...
114.07
+0.89% 4.82K 0.00% 464.41K 56.18 0.07% Share
110 MAR Marriott Intern...
268.85
+1.43% 1.93K 0.00% 460.67K 151.22 0.07% Share
111 DFAC Dimensional U.S...
38.00
+0.96% 13.33K 0.00% 439.63K 26.98 0.07% Share
112 V Visa Inc.
350.54
-0.09% 1.25K +4.52% 437.33K 237.02 0.07% Share
113 SCHP Schwab U.S. TIP...
26.88
+0.13% 16.19K 0.00% 435.35K 31.04 0.07% Share
114 MCD McDonald's Corp...
317.04
+0.21% 1.35K +0.07% 422.79K 226.48 0.07% Share
115 VFQY Vanguard U.S. Q...
151.00
+1.15% 3.13K 0.00% 418.2K 99.69 0.07% Share
116 BIL SPDR Bloomberg ...
91.49
+0.01% 4.55K -43.56% 417.1K 91.49 0.07% Share
117 SPLG SPDR Portfolio ...
76.36
+0.83% 6.13K 0.00% 403.37K 48.16 0.06% Share
118 GBTC Grayscale Bitco...
86.22
-2.2% 5.98K 0.00% 389.85K 57.97 0.06% Share
119 DRI Darden Restaura...
210.16
+0.91% 1.79K -10.05% 372.1K 141.92 0.06% Share
120 IEFA iShares Core MS...
85.42
+0.66% 4.91K +38.24% 371.67K 76.1 0.06% Share
121 SMLF iShares MSCI US...
73.87
+1.44% 5.88K 0.00% 365.56K 46.57 0.06% Share
122 VPL Vanguard Pacifi...
86.25
+0.63% 5.04K +37.51% 364.98K 78.47 0.06% Share
123 XLI Industrial Sele...
151.46
+1.11% 2.73K 0.00% 358.48K 101.25 0.06% Share
124 VOE Vanguard Mid-Ca...
172.56
+0.67% 2.14K 0.00% 343.39K 119.61 0.05% Share
125 T AT&T Inc.
29.59
+1.89% 11.99K +100.00% 339.18K 28.28 0.05% Share
126 MA Mastercard Inco...
595.48
+0.37% 605 -16.55% 331.61K 526.57 0.05% Share
127 FBT First Trust NYS...
174.67
-0.3% 1.94K 0.00% 329.68K 160.5 0.05% Share
128 FDLO Fidelity Low Vo...
65.27
+0.60% 5.17K 0.00% 313.35K 52.97 0.05% Share
129 EQWL Invesco S&P 100...
112.73
+0.50% 2.81K +100.00% 289.79K 103.09 0.05% Share
130 FNDX Schwab Fundamen...
25.89
+0.86% 12.14K +100.00% 286.65K 23.61 0.05% Share
131 IUSB iShares Core To...
46.43
+0.39% 6.17K 0.00% 284.36K 45.55 0.05% Share
132 RCL Royal Caribbean...
360.05
+1.42% 1.38K -0.36% 284.12K 177.55 0.05% Share
133 XLV Health Care Sel...
137.44
+0.38% 1.91K 0.00% 279.17K 131.07 0.04% Share
134 MRK Merck & Co., In...
84.03
-0.18% 3.1K -16.42% 278.67K 109.22 0.04% Share
135 BAC Bank of America...
50.66
+1.19% 6.67K -1.78% 278.55K 28.32 0.04% Share
136 MTUM iShares MSCI US...
245.02
+0.97% 1.38K 0.00% 277.93K 150.7 0.04% Share
137 KO The Coca-Cola C...
68.25
-1.07% 3.78K -3.3% 270.83K 58.87 0.04% Share
138 QTEC First Trust NAS...
212.65
+0.83% 1.51K 0.00% 262.94K 138.07 0.04% Share
139 FXL First Trust Tec...
160.01
+0.59% 1.98K 0.00% 261.86K 111.82 0.04% Share
140 USIG iShares Broad U...
51.78
+0.49% 4.98K 0.00% 254.48K 61.48 0.04% Share
141 VBR Vanguard Small ...
210.07
+1.26% 1.34K 0.00% 249.81K 175.13 0.04% Share
142 RSG Republic Servic...
233.83
+0.58% 1.02K 0.00% 247.49K 189.88 0.04% Share
143 MGK Vanguard Mega C...
388.00
+0.88% 790 +100.00% 244.01K 308.88 0.04% Share
144 WMT Walmart Inc.
100.91
+1.48% 2.76K 0.00% 242.3K 80.75 0.04% Share
145 IEUR iShares Core MS...
66.50
+0.57% 4K 0.00% 240.84K 49.65 0.04% Share
146 XLP Consumer Staple...
80.64
+0.06% 2.93K 0.00% 238.97K 73.86 0.04% Share
147 MSTR MicroStrategy I...
327.59
-0.81% 800 0.00% 230.62K 289.62 0.04% Share
148 PG The Procter & G...
159.21
+0.65% 1.34K +0.53% 227.71K 162.8 0.04% Share
149 CLOI VanEck CLO ETF
52.88
-0.02% 4.29K -6.76% 226.53K 52.77 0.04% Share
150 UNH UnitedHealth Gr...
310.31
+0.79% 425 -6.18% 222.59K 394.39 0.04% Share