The Analysis of Destiny Wealth Partners, LLC's Holdings
Currently, Destiny Wealth Partners, LLC holds 205 types of securities in its portfolio with a total value $816.3M. In the most recent quarter, they have increased their positions in TSLA (+21.7K shares, valued at $9.7M), GOOGL (+23.6K shares, valued at $5.7M), NVDA (+21.0K shares, valued at $3.9M); decreased their positions in IBB (-59.4K shares, valued at $8.6M), RDDT (-10.3K shares, valued at $2.4M), PLTR (-11.2K shares, valued at $2.0M); initiated new positions in SHYM (+37.6K shares, valued at $839.5K), NEA (+44.7K shares, valued at $509.5K), SEIX (+20.0K shares, valued at $472.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JAAA JANUS DETROIT STR TR913.9K shares5.27%2025-09-302025-10-06
VUG VANGUARD INDEX FDS83.6K shares1.46%2025-09-302025-10-06 DFLV DIMENSIONAL ETF TRUST973.5K shares2.78%2025-09-302025-10-06 JCPB J P MORGAN EXCHANGE TRADED F591.6K shares2.31%2025-09-302025-10-06 AMZN AMAZON COM INC126.2K shares-5.10%2025-09-302025-10-06 DFAX DIMENSIONAL ETF TRUST789.7K shares4.60%2025-09-302025-10-06 AAPL APPLE INC88.0K shares11.36%2025-09-302025-10-06 XLK SELECT SECTOR SPDR TR68.9K shares1.83%2025-09-302025-10-06 GOOGL ALPHABET INC79.9K shares41.86%2025-09-302025-10-06 NVDA NVIDIA CORPORATION103.1K shares25.52%2025-09-302025-10-06 MSFT MICROSOFT CORP35.8K shares3.62%2025-09-302025-10-06 TSLA TESLA INC39.2K shares124.33%2025-09-302025-10-06 TOTL SSGA ACTIVE ETF TR407.4K shares7.69%2025-09-302025-10-06 XLF SELECT SECTOR SPDR TR268.1K shares2.97%2025-09-302025-10-06 EVTR MORGAN STANLEY ETF TRUST277.3K shares7.43%2025-09-302025-10-06 FCOM FIDELITY COVINGTON TRUST199.8K shares2.51%2025-09-302025-10-06 SYK STRYKER CORPORATION38.3K shares-1.44%2025-09-302025-10-06 NLR VANECK ETF TRUST104.2K shares30.65%2025-09-302025-10-06 AVEM AMERICAN CENTY ETF TR184.1K shares2.97%2025-09-302025-10-06 JBBB JANUS DETROIT STR TR276.0K shares7.77%2025-09-302025-10-06 VIG VANGUARD SPECIALIZED FUNDS59.0K shares1.44%2025-09-302025-10-06 CIBR FIRST TR EXCHANGE TRADED FD157.1K shares1.45%2025-09-302025-10-06 AVGO BROADCOM INC35.0K shares-8.80%2025-09-302025-10-06 BRK.A BERKSHIRE HATHAWAY INC DEL15 shares0.00%2025-09-302025-10-06 USHY ISHARES TR296.9K shares13.25%2025-09-302025-10-06 ANGL VANECK ETF TRUST375.1K shares7.32%2025-09-302025-10-06 BXSL BLACKSTONE SECD LENDING FD416.0K shares6.63%2025-09-302025-10-06 SRLN SSGA ACTIVE ETF TR257.1K shares14.22%2025-09-302025-10-06 SCHR SCHWAB STRATEGIC TR393.1K shares7.47%2025-09-302025-10-06 SDY SPDR SERIES TRUST69.1K shares-1.06%2025-09-302025-10-06 QQQ INVESCO QQQ TR15.6K shares3.61%2025-09-302025-10-06 BRK.B BERKSHIRE HATHAWAY INC DEL18.4K shares-3.43%2025-09-302025-10-06 BIV VANGUARD BD INDEX FDS113.1K shares0.06%2025-09-302025-10-06 DFIV DIMENSIONAL ETF TRUST186.6K shares2.51%2025-09-302025-10-06 JEPI J P MORGAN EXCHANGE TRADED F133.0K shares8.38%2025-09-302025-10-06 VIGI VANGUARD WHITEHALL FDS84.3K shares2.80%2025-09-302025-10-06 PLTR PALANTIR TECHNOLOGIES INC39.0K shares-22.23%2025-09-302025-10-06 VYM VANGUARD WHITEHALL FDS48.9K shares-0.67%2025-09-302025-10-06 GEM GOLDMAN SACHS ETF TR168.7K shares2.93%2025-09-302025-10-06 RDDT REDDIT INC28.7K shares-26.30%2025-09-302025-10-06 CRWD CROWDSTRIKE HLDGS INC13.3K shares-19.95%2025-09-302025-10-06 FLTR VANECK ETF TRUST253.2K shares3.35%2025-09-302025-10-06 SPY SPDR S&P 500 ETF TR9.7K shares-0.56%2025-09-302025-10-06 META META PLATFORMS INC8.6K shares-7.84%2025-09-302025-10-06 PULS PGIM ETF TR121.7K shares-0.23%2025-09-302025-10-06 VT VANGUARD INTL EQUITY INDEX F43.2K shares-0.00%2025-09-302025-10-06 VTIP VANGUARD MALVERN FDS112.5K shares2.62%2025-09-302025-10-06 UBER UBER TECHNOLOGIES INC57.6K shares-6.76%2025-09-302025-10-06 CGGR CAPITAL GROUP GROWTH ETF114.7K shares-8.16%2025-09-302025-10-06 NFLX NETFLIX INC4.2K shares-23.11%2025-09-302025-10-06 SPGM SPDR INDEX SHS FDS63.2K shares8.99%2025-09-302025-10-06 VOT VANGUARD INDEX FDS15.9K shares-7.21%2025-09-302025-10-06 AVDV AMERICAN CENTY ETF TR51.4K shares1.41%2025-09-302025-10-06 JQUA J P MORGAN EXCHANGE TRADED F68.6K shares-6.57%2025-09-302025-10-06 JMEE J P MORGAN EXCHANGE TRADED F65.8K shares3.24%2025-09-302025-10-06 JMBS JANUS DETROIT STR TR87.4K shares-0.70%2025-09-302025-10-06 ONEV SPDR SERIES TRUST28.3K shares2.60%2025-09-302025-10-06 VO VANGUARD INDEX FDS12.6K shares0.72%2025-09-302025-10-06 VB VANGUARD INDEX FDS14.5K shares4.27%2025-09-302025-10-06 LMBS FIRST TR EXCHANGE-TRADED FD59.3K shares-0.43%2025-09-302025-10-06 IWD ISHARES TR14.3K shares-14.76%2025-09-302025-10-06 FLOT ISHARES TR52.3K shares-0.28%2025-09-302025-10-06 SPSB SPDR SERIES TRUST79.8K shares0.00%2025-09-302025-10-06 IBB ISHARES TR16.4K shares-78.32%2025-09-302025-10-06 XT ISHARES TR30.4K shares-1.35%2025-09-302025-10-06 ITOT ISHARES TR14.7K shares0.00%2025-09-302025-10-06 ONEQ FIDELITY COMWLTH TR22.9K shares0.00%2025-09-302025-10-06 VOO VANGUARD INDEX FDS3.1K shares1.10%2025-09-302025-10-06 IVV ISHARES TR2.8K shares22.42%2025-09-302025-10-06 GOOG ALPHABET INC7.0K shares-3.29%2025-09-302025-10-06 GLD SPDR GOLD TR4.7K shares21.47%2025-09-302025-10-06 BNDW VANGUARD SCOTTSDALE FDS23.0K shares23.77%2025-09-302025-10-06 VTV VANGUARD INDEX FDS8.4K shares10.86%2025-09-302025-10-06 SPAB SPDR SERIES TRUST56.8K shares-0.21%2025-09-302025-10-06 VV VANGUARD INDEX FDS4.7K shares0.00%2025-09-302025-10-06 FDN FIRST TR EXCHANGE-TRADED FD5.0K shares0.00%2025-09-302025-10-06 IJR ISHARES TR11.7K shares1.79%2025-09-302025-10-06 VXF VANGUARD INDEX FDS6.6K shares0.00%2025-09-302025-10-06 ABBV ABBVIE INC5.8K shares9.93%2025-09-302025-10-06 JPM JPMORGAN CHASE & CO.4.2K shares2.07%2025-09-302025-10-06 ORLY OREILLY AUTOMOTIVE INC11.5K shares0.81%2025-09-302025-10-06 XOM EXXON MOBIL CORP10.7K shares-3.36%2025-09-302025-10-06 MINO PIMCO ETF TR26.6K shares34.83%2025-09-302025-10-06 PKW INVESCO EXCHANGE TRADED FD T9.0K shares-1.01%2025-09-302025-10-06 VEU VANGUARD INTL EQUITY INDEX F15.3K shares0.00%2025-09-302025-10-06 USMV ISHARES TR11.2K shares-9.95%2025-09-302025-10-06 VEA VANGUARD TAX-MANAGED FDS17.5K shares0.00%2025-09-302025-10-06 IJH ISHARES TR15.9K shares4.25%2025-09-302025-10-06 PEP PEPSICO INC7.3K shares3.04%2025-09-302025-10-06 SSUS STRATEGY SHS20.8K shares0.00%2025-09-302025-10-06 HCA HCA HEALTHCARE INC2.3K shares0.00%2025-09-302025-10-06 QUAL ISHARES TR4.9K shares8.02%2025-09-302025-10-06 WMT WALMART INC8.8K shares44.10%2025-09-302025-10-06 V VISA INC2.6K shares-0.46%2025-09-302025-10-06 ESGU ISHARES TR5.9K shares0.00%2025-09-302025-10-06 SHYM BLACKROCK ETF TRUST II37.6K sharesnew addition2025-09-302025-10-06 IWV ISHARES TR2.2K shares0.00%2025-09-302025-10-06 GSIE GOLDMAN SACHS ETF TR19.8K shares22.74%2025-09-302025-10-06 MAR MARRIOTT INTL INC NEW3.0K shares2.43%2025-09-302025-10-06 MUNI PIMCO ETF TR14.7K shares28.69%2025-09-302025-10-06 DGX QUEST DIAGNOSTICS INC4.0K shares0.00%2025-09-302025-10-06 DBEF DBX ETF TR16.3K shares0.00%2025-09-302025-10-06 IWR ISHARES TR7.6K shares0.00%2025-09-302025-10-06 TT TRANE TECHNOLOGIES PLC1.7K shares0.00%2025-09-302025-10-06 GS GOLDMAN SACHS GROUP INC879 shares6.55%2025-09-302025-10-06 AIVL WISDOMTREE TR6.1K shares0.00%2025-09-302025-10-06 VBR VANGUARD INDEX FDS3.3K shares2.76%2025-09-302025-10-06 IWM ISHARES TR2.7K shares0.07%2025-09-302025-10-06 EMLP FIRST TR EXCHANGE-TRADED FD16.6K shares0.00%2025-09-302025-10-06 SPTM SPDR SERIES TRUST7.8K shares-0.59%2025-09-302025-10-06 HD HOME DEPOT INC1.6K shares30.69%2025-09-302025-10-06 XLY SELECT SECTOR SPDR TR2.6K shares0.00%2025-09-302025-10-06 CVX CHEVRON CORP NEW4.0K shares2.45%2025-09-302025-10-06 VTI VANGUARD INDEX FDS1.9K shares0.05%2025-09-302025-10-06 LLY ELI LILLY & CO797 shares-0.50%2025-09-302025-10-06 BLK BLACKROCK INC506 shares0.00%2025-09-302025-10-06 RTX RTX CORPORATION3.4K shares0.12%2025-09-302025-10-06 XLC SELECT SECTOR SPDR TR4.8K shares0.00%2025-09-302025-10-06 GOVT ISHARES TR23.5K shares0.00%2025-09-302025-10-06 IWF ISHARES TR1.1K shares0.00%2025-09-302025-10-06 GBTC GRAYSCALE BITCOIN TRUST ETF5.9K shares-1.17%2025-09-302025-10-06 IBM INTERNATIONAL BUSINESS MACHS1.9K shares97.76%2025-09-302025-10-06 BX BLACKSTONE INC3.1K shares50.39%2025-09-302025-10-06 COST COSTCO WHSL CORP NEW564 shares8.88%2025-09-302025-10-06 BAC BANK AMERICA CORP10.1K shares9.99%2025-09-302025-10-06 DFAC DIMENSIONAL ETF TRUST13.3K shares0.00%2025-09-302025-10-06 NEA NUVEEN AMT FREE QLTY MUN INC44.7K sharesnew addition2025-09-302025-10-06 SPYM SPDR SERIES TRUST6.2K shares0.90%2025-09-302025-10-06 SEIX VIRTUS ETF TR II20.0K sharesnew addition2025-09-302025-10-06 VFQY VANGUARD WELLINGTON FD3.1K shares0.00%2025-09-302025-10-06 LIN LINDE PLC992 shares0.00%2025-09-302025-10-06 MCD MCDONALDS CORP1.5K shares15.45%2025-09-302025-10-06 PSLV SPROTT ASSET MANAGEMENT LP29.3K shares-8.71%2025-09-302025-10-06 VPL VANGUARD INTL EQUITY INDEX F5.0K shares0.00%2025-09-302025-10-06 SMLF ISHARES TR5.9K shares0.00%2025-09-302025-10-06 SCHP SCHWAB STRATEGIC TR16.2K shares0.00%2025-09-302025-10-06 XLI SELECT SECTOR SPDR TR2.7K shares0.00%2025-09-302025-10-06 IEFA ISHARES TR4.8K shares-1.34%2025-09-302025-10-06 BIL SPDR SERIES TRUST4.5K shares-44.23%2025-09-302025-10-06 RCL ROYAL CARIBBEAN GROUP1.3K shares0.00%2025-09-302025-10-06 PANW PALO ALTO NETWORKS INC2.0K shares-0.60%2025-09-302025-10-06 LMT LOCKHEED MARTIN CORP812 shares14.21%2025-09-302025-10-06 GBFH GBANK FINL HLDGS INC10.3K shares0.00%2025-09-302025-10-06 CSCO CISCO SYS INC5.9K shares33.53%2025-09-302025-10-06 MTUM ISHARES TR1.5K shares12.36%2025-09-302025-10-06 VOE VANGUARD INDEX FDS2.1K shares0.00%2025-09-302025-10-06 AOR ISHARES TR5.8K shares0.00%2025-09-302025-10-06 T AT&T INC12.8K shares-6.51%2025-09-302025-10-06 CAT CATERPILLAR INC754 sharesnew addition2025-09-302025-10-06 FNDX SCHWAB STRATEGIC TR13.4K shares10.28%2025-09-302025-10-06 INTU INTUIT513 shares0.00%2025-09-302025-10-06 QTEC FIRST TR EXCHANGE-TRADED FD1.5K shares0.00%2025-09-302025-10-06 FBT FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2025-09-302025-10-06 JNJ JOHNSON & JOHNSON1.9K shares33.45%2025-09-302025-10-06 FDLO FIDELITY COVINGTON TRUST5.2K shares0.00%2025-09-302025-10-06 FXL FIRST TR EXCHANGE TRADED FD2.0K shares0.00%2025-09-302025-10-06 VBIL VANGUARD INSTL INDEX FD4.4K sharesnew addition2025-09-302025-10-06 EQWL INVESCO EXCHANGE TRADED FD T2.8K shares0.00%2025-09-302025-10-06 DRI DARDEN RESTAURANTS INC1.7K shares0.00%2025-09-302025-10-06 UPS UNITED PARCEL SERVICE INC3.8K sharesnew addition2025-09-302025-10-06 VWO VANGUARD INTL EQUITY INDEX F5.9K shares31.67%2025-09-302025-10-06 WM WASTE MGMT INC DEL1.4K shares-0.35%2025-09-302025-10-06 MRK MERCK & CO INC3.7K shares31.22%2025-09-302025-10-06 MOAT VANECK ETF TRUST3.1K sharesnew addition2025-09-302025-10-06 DIS DISNEY WALT CO2.6K shares-8.87%2025-09-302025-10-06 SCHW SCHWAB CHARLES CORP3.1K shares0.07%2025-09-302025-10-06 EFA ISHARES TR3.1K shares7.75%2025-09-302025-10-06 MA MASTERCARD INCORPORATED513 shares-13.78%2025-09-302025-10-06 TDIV FIRST TR EXCHANGE TRADED FD3.0K shares0.00%2025-09-302025-10-06 MSTR STRATEGY INC890 shares-4.30%2025-09-302025-10-06 IUSB ISHARES TR6.1K shares0.00%2025-09-302025-10-06 ASML ASML HOLDING N V285 shares14.00%2025-09-302025-10-06 IEUR ISHARES TR4.0K shares0.00%2025-09-302025-10-06 ORCL ORACLE CORP948 sharesnew addition2025-09-302025-10-06 XLV SELECT SECTOR SPDR TR1.9K shares0.00%2025-09-302025-10-06 VSS VANGUARD INTL EQUITY INDEX F1.9K shares3.61%2025-09-302025-10-06 ILF ISHARES TR9.1K shares0.00%2025-09-302025-10-06 USIG ISHARES TR5.0K shares0.00%2025-09-302025-10-06 IWP ISHARES TR1.8K sharesnew addition2025-09-302025-10-06 VBK VANGUARD INDEX FDS857 sharesnew addition2025-09-302025-10-06 KO COCA COLA CO3.8K shares0.03%2025-09-302025-10-06 PG PROCTER AND GAMBLE CO1.6K shares19.94%2025-09-302025-10-06 PAVE GLOBAL X FDS5.1K shares-2.63%2025-09-302025-10-06 UNH UNITEDHEALTH GROUP INC700 shares-29.22%2025-09-302025-10-06 TMO THERMO FISHER SCIENTIFIC INC497 shares-2.55%2025-09-302025-10-06 RSG REPUBLIC SVCS INC1.0K shares0.00%2025-09-302025-10-06 XLP SELECT SECTOR SPDR TR2.9K shares0.00%2025-09-302025-10-06 PWR QUANTA SVCS INC546 shares0.00%2025-09-302025-10-06 ACN ACCENTURE PLC IRELAND898 shares-21.50%2025-09-302025-10-06 FXO FIRST TR EXCHANGE TRADED FD3.7K shares0.00%2025-09-302025-10-06 AGG ISHARES TR2.2K shares0.00%2025-09-302025-10-06 NUEM NUSHARES ETF TR6.1K shares0.00%2025-09-302025-10-06 EEM ISHARES TR4.0K sharesnew addition2025-09-302025-10-06 ISCG ISHARES TR3.9K sharesnew addition2025-09-302025-10-06 VGSH VANGUARD SCOTTSDALE FDS3.5K shares0.00%2025-09-302025-10-06 ANET ARISTA NETWORKS INC1.4K sharesnew addition2025-09-302025-10-06 HIG HARTFORD INSURANCE GROUP INC1.5K sharesnew addition2025-09-302025-10-06 CRM SALESFORCE INC849 shares-10.35%2025-09-302025-10-06 ADBE ADOBE INC569 shares0.35%2025-09-302025-10-06 SHY ISHARES TR2.4K sharesnew addition2025-09-302025-10-06 ATEC ALPHATEC HLDGS INC10.0K sharesnew addition2025-09-302025-10-06 TELA TELA BIO INC52.5K shares0.00%2025-09-302025-10-06 LYG LLOYDS BANKING GROUP PLC14.8K shares0.00%2025-09-302025-10-06 HIVE HIVE DIGITAL TECHNOLOGIES LT10.0K shares0.00%2025-09-302025-10-06 ARBE ARBE ROBOTICS LTD20.0K shares0.00%2025-09-302025-10-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available