The Analysis of Destiny Wealth Partners, LLC's Holdings
Currently, Destiny Wealth Partners, LLC holds 211 types of securities in its portfolio with a total value $871.5M. In the most recent quarter, they have increased their positions in SEIX (+706.3K shares, valued at $16.5M), PAVE (+276.7K shares, valued at $14.1M), VCLT (+163.6K shares, valued at $12.6M); decreased their positions in XLF (-249.7K shares, valued at $13.3M), JAAA (-205.7K shares, valued at $10.4M), AAPL (-11.5K shares, valued at $2.9M); initiated new positions in VCLT (+163.6K shares, valued at $12.6M), VMBS (+145.2K shares, valued at $6.9M), AMD (+24.9K shares, valued at $6.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS89.3K shares6.80%2025-12-312026-02-03
JCPB J P MORGAN EXCHANGE TRADED F854.9K shares44.51%2025-12-312026-02-03 DFLV DIMENSIONAL ETF TRUST1.0M shares6.38%2025-12-312026-02-03 JAAA JANUS DETROIT STR TR708.3K shares-22.51%2025-12-312026-02-03 AMZN AMAZON COM INC120.3K shares-4.63%2025-12-312026-02-03 DFAX DIMENSIONAL ETF TRUST803.3K shares1.72%2025-12-312026-02-03 ALPHABET INC ALPHABET INC79.3K shares-0.80%2025-12-312026-02-03 XLK SELECT SECTOR SPDR TR137.0K shares98.68%2025-12-312026-02-03 NVDA NVIDIA CORPORATION106.3K shares3.09%2025-12-312026-02-03 AAPL APPLE INC76.5K shares-13.02%2025-12-312026-02-03 MSFT MICROSOFT CORP37.3K shares4.31%2025-12-312026-02-03 TSLA TESLA INC39.7K shares1.30%2025-12-312026-02-03 TOTL SSGA ACTIVE ETF TR425.5K shares4.43%2025-12-312026-02-03 SEIX VIRTUS ETF TR II726.4K shares3525.53%2025-12-312026-02-03 NLR VANECK ETF TRUST106.0K shares1.71%2025-12-312026-02-03 AVEM AMERICAN CENTY ETF TR183.6K shares-0.25%2025-12-312026-02-03 EVTR MORGAN STANLEY ETF TRUST288.7K shares4.11%2025-12-312026-02-03 FCOM FIDELITY COVINGTON TRUST199.6K shares-0.08%2025-12-312026-02-03 PAVE GLOBAL X FDS281.8K shares5445.12%2025-12-312026-02-03 SYK STRYKER CORPORATION38.2K shares-0.12%2025-12-312026-02-03 VIG VANGUARD SPECIALIZED FUNDS60.4K shares2.36%2025-12-312026-02-03 JBBB JANUS DETROIT STR TR280.8K shares1.74%2025-12-312026-02-03 DFIV DIMENSIONAL ETF TRUST251.2K shares34.67%2025-12-312026-02-03 VCLT VANGUARD SCOTTSDALE FDS163.6K sharesnew addition2025-12-312026-02-03 CIBR FIRST TR EXCHANGE TRADED FD165.5K shares5.38%2025-12-312026-02-03 USHY ISHARES TR309.6K shares4.26%2025-12-312026-02-03 ANGL VANECK ETF TRUST392.3K shares4.57%2025-12-312026-02-03 BROADCOM INC BROADCOM INC35.3K shares0.93%2025-12-312026-02-03 SRLN SSGA ACTIVE ETF TR270.4K shares5.15%2025-12-312026-02-03 BXSL BLACKSTONE SECD LENDING FD421.8K shares1.41%2025-12-312026-02-03 BRK.A BERKSHIRE HATHAWAY INC DEL15 shares0.00%2025-12-312026-02-03 SCHR SCHWAB STRATEGIC TR409.4K shares4.14%2025-12-312026-02-03 SDY SPDR SERIES TRUST69.1K shares0.02%2025-12-312026-02-03 VIGI VANGUARD WHITEHALL FDS90.4K shares7.22%2025-12-312026-02-03 SPY SPDR S&P 500 ETF TR10.9K shares12.81%2025-12-312026-02-03 GEM GOLDMAN SACHS ETF TR163.3K shares-3.17%2025-12-312026-02-03 VYM VANGUARD WHITEHALL FDS48.9K shares0.05%2025-12-312026-02-03 FLTR VANECK ETF TRUST283.7K shares12.03%2025-12-312026-02-03 VMBS VANGUARD SCOTTSDALE FDS145.2K sharesnew addition2025-12-312026-02-03 CRWD CROWDSTRIKE HLDGS INC14.3K shares7.21%2025-12-312026-02-03 PLTR PALANTIR TECHNOLOGIES INC39.6K shares1.54%2025-12-312026-02-03 AMD ADVANCED MICRO DEVICES INC24.9K sharesnew addition2025-12-312026-02-03 VT VANGUARD INTL EQUITY INDEX F42.4K shares-1.80%2025-12-312026-02-03 META META PLATFORMS INC9.1K shares5.05%2025-12-312026-02-03 RDDT REDDIT INC28.1K shares-1.99%2025-12-312026-02-03 PULS PGIM ETF TR114.8K shares-5.72%2025-12-312026-02-03 CGGR CAPITAL GROUP GROWTH ETF113.2K shares-1.30%2025-12-312026-02-03 SPGM SPDR INDEX SHS FDS63.6K shares0.51%2025-12-312026-02-03 UBER UBER TECHNOLOGIES INC58.8K shares2.08%2025-12-312026-02-03 VTIP VANGUARD MALVERN FDS95.8K shares-14.78%2025-12-312026-02-03 JMEE J P MORGAN EXCHANGE TRADED F67.9K shares3.25%2025-12-312026-02-03 VOT VANGUARD INDEX FDS16.0K shares1.03%2025-12-312026-02-03 JQUA J P MORGAN EXCHANGE TRADED F69.4K shares1.15%2025-12-312026-02-03 JMBS JANUS DETROIT STR TR87.6K shares0.26%2025-12-312026-02-03 VB VANGUARD INDEX FDS14.4K shares-0.67%2025-12-312026-02-03 NFLX NETFLIX INC45.6K shares990.26%2025-12-312026-02-03 VO VANGUARD INDEX FDS12.5K shares-1.41%2025-12-312026-02-03 IWD ISHARES TR14.3K shares0.00%2025-12-312026-02-03 GLD SPDR GOLD TR6.5K shares39.98%2025-12-312026-02-03 IBB ISHARES TR16.3K shares-0.83%2025-12-312026-02-03 LMBS FIRST TR EXCHANGE-TRADED FD55.5K shares-6.37%2025-12-312026-02-03 FLOT ISHARES TR49.3K shares-5.75%2025-12-312026-02-03 ALPHABET INC ALPHABET INC6.9K shares-0.63%2025-12-312026-02-03 ITOT ISHARES TR14.7K shares0.00%2025-12-312026-02-03 XT ISHARES TR30.2K shares-0.63%2025-12-312026-02-03 ONEQ FIDELITY COMWLTH TR22.9K shares0.00%2025-12-312026-02-03 SPSB SPDR SERIES TRUST62.6K shares-21.56%2025-12-312026-02-03 IVV ISHARES TR2.6K shares-6.91%2025-12-312026-02-03 VTV VANGUARD INDEX FDS8.2K shares-3.08%2025-12-312026-02-03 BNDW VANGUARD SCOTTSDALE FDS22.8K shares-0.86%2025-12-312026-02-03 IJR ISHARES TR11.7K shares-0.09%2025-12-312026-02-03 VV VANGUARD INDEX FDS4.7K shares0.00%2025-12-312026-02-03 VXF VANGUARD INDEX FDS6.6K shares0.00%2025-12-312026-02-03 SPAB SPDR SERIES TRUST55.5K shares-2.20%2025-12-312026-02-03 FDN FIRST TR EXCHANGE-TRADED FD5.0K shares0.00%2025-12-312026-02-03 XOM EXXON MOBIL CORP9.8K shares-9.00%2025-12-312026-02-03 MINO PIMCO ETF TR28.9K shares8.68%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.4.2K shares0.00%2025-12-312026-02-03 VEU VANGUARD INTL EQUITY INDEX F15.3K shares0.00%2025-12-312026-02-03 PKW INVESCO EXCHANGE TRADED FD T8.6K shares-4.24%2025-12-312026-02-03 WMT WALMART INC9.9K shares12.53%2025-12-312026-02-03 VEA VANGUARD TAX-MANAGED FDS17.5K shares0.00%2025-12-312026-02-03 ABBV ABBVIE INC5.1K shares-13.02%2025-12-312026-02-03 IJH ISHARES TR15.9K shares0.00%2025-12-312026-02-03 USMV ISHARES TR11.2K shares-0.14%2025-12-312026-02-03 SSUS STRATEGY SHS20.8K shares0.00%2025-12-312026-02-03 PSLV SPROTT ASSET MANAGEMENT LP29.3K shares0.00%2025-12-312026-02-03 XLF SELECT SECTOR SPDR TR18.4K shares-93.13%2025-12-312026-02-03 QUAL ISHARES TR4.7K shares-4.14%2025-12-312026-02-03 MAR MARRIOTT INTL INC NEW3.0K shares0.03%2025-12-312026-02-03 SHYM BLACKROCK ETF TRUST II41.2K shares9.60%2025-12-312026-02-03 ESGU ISHARES TR5.9K shares0.00%2025-12-312026-02-03 GSIE GOLDMAN SACHS ETF TR19.8K shares0.00%2025-12-312026-02-03 V VISA INC2.6K shares-0.04%2025-12-312026-02-03 IWV ISHARES TR2.2K shares0.00%2025-12-312026-02-03 LLY ELI LILLY & CO797 shares0.00%2025-12-312026-02-03 MUNI PIMCO ETF TR16.0K shares8.93%2025-12-312026-02-03 ORLY OREILLY AUTOMOTIVE INC8.3K shares-27.94%2025-12-312026-02-03 GS GOLDMAN SACHS GROUP INC879 shares0.00%2025-12-312026-02-03 DBEF DBX ETF TR16.3K shares0.00%2025-12-312026-02-03 HCA HCA HEALTHCARE INC1.6K shares-32.33%2025-12-312026-02-03 VBR VANGUARD INDEX FDS3.3K shares0.00%2025-12-312026-02-03 AIVL WISDOMTREE TR6.1K shares0.00%2025-12-312026-02-03 DGX QUEST DIAGNOSTICS INC4.0K shares0.00%2025-12-312026-02-03 IWM ISHARES TR2.6K shares-0.90%2025-12-312026-02-03 IWR ISHARES TR6.9K shares-9.21%2025-12-312026-02-03 TT TRANE TECHNOLOGIES PLC1.7K shares0.00%2025-12-312026-02-03 CVX CHEVRON CORP NEW4.0K shares0.20%2025-12-312026-02-03 RTX RTX CORPORATION3.4K shares0.09%2025-12-312026-02-03 EMLP FIRST TR EXCHANGE-TRADED FD16.6K shares0.00%2025-12-312026-02-03 XLY SELECT SECTOR SPDR TR5.2K shares100.00%2025-12-312026-02-03 SPTM SPDR SERIES TRUST7.3K shares-6.51%2025-12-312026-02-03 VTI VANGUARD INDEX FDS1.7K shares-6.90%2025-12-312026-02-03 XLC SELECT SECTOR SPDR TR4.8K shares0.00%2025-12-312026-02-03 NEA NUVEEN AMT FREE QLTY MUN INC47.9K shares7.18%2025-12-312026-02-03 HD HOME DEPOT INC1.4K shares-8.13%2025-12-312026-02-03 COST COSTCO WHSL CORP NEW560 shares-0.71%2025-12-312026-02-03 DFAC DIMENSIONAL ETF TRUST13.3K shares0.00%2025-12-312026-02-03 IWF ISHARES TR1.1K shares0.00%2025-12-312026-02-03 BAC BANK AMERICA CORP10.1K shares0.15%2025-12-312026-02-03 SPYM SPDR SERIES TRUST6.1K shares-0.89%2025-12-312026-02-03 IBM INTERNATIONAL BUSINESS MACHS1.7K shares-8.86%2025-12-312026-02-03 VFQY VANGUARD WELLINGTON FD3.1K shares0.00%2025-12-312026-02-03 VPL VANGUARD INTL EQUITY INDEX F5.0K shares0.00%2025-12-312026-02-03 CAT CATERPILLAR INC754 shares0.00%2025-12-312026-02-03 GOVT ISHARES TR20.5K shares-12.46%2025-12-312026-02-03 SMLF ISHARES TR5.9K shares0.00%2025-12-312026-02-03 XLI SELECT SECTOR SPDR TR2.7K shares0.00%2025-12-312026-02-03 IEFA ISHARES TR4.8K shares-0.17%2025-12-312026-02-03 MCD MCDONALDS CORP1.4K shares-6.53%2025-12-312026-02-03 LMT LOCKHEED MARTIN CORP763 shares-6.03%2025-12-312026-02-03 PEP PEPSICO INC3.0K shares-58.73%2025-12-312026-02-03 CSCO CISCO SYS INC5.7K shares-3.81%2025-12-312026-02-03 SCHP SCHWAB STRATEGIC TR16.2K shares0.00%2025-12-312026-02-03 EWX SPDR INDEX SHS FDS6.3K sharesnew addition2025-12-312026-02-03 FBT FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2025-12-312026-02-03 UPS UNITED PARCEL SERVICE INC3.9K shares1.59%2025-12-312026-02-03 BIL SPDR SERIES TRUST4.5K shares0.00%2025-12-312026-02-03 JNJ JOHNSON & JOHNSON1.9K shares0.16%2025-12-312026-02-03 ASML ASML HOLDING N V285 shares0.00%2025-12-312026-02-03 GBTC GRAYSCALE BITCOIN TRUST ETF5.9K shares-1.18%2025-12-312026-02-03 VOE VANGUARD INDEX FDS2.1K shares0.00%2025-12-312026-02-03 OTF BLUE OWL TECHNOLOGY FIN CORP28.6K sharesnew addition2025-12-312026-02-03 AOR ISHARES TR5.8K shares0.00%2025-12-312026-02-03 SLV ISHARES SILVER TR3.9K sharesnew addition2025-12-312026-02-03 FNDX SCHWAB STRATEGIC TR13.4K shares0.00%2025-12-312026-02-03 LINDE PLC LINDE PLC828 shares-16.53%2025-12-312026-02-03 RCL ROYAL CARIBBEAN GROUP1.3K shares0.00%2025-12-312026-02-03 PANW PALO ALTO NETWORKS INC2.0K shares0.00%2025-12-312026-02-03 QTEC FIRST TR EXCHANGE-TRADED FD1.5K shares0.00%2025-12-312026-02-03 FDLO FIDELITY COVINGTON TRUST5.2K shares0.00%2025-12-312026-02-03 MTUM ISHARES TR1.4K shares-11.59%2025-12-312026-02-03 FXL FIRST TR EXCHANGE TRADED FD2.0K shares0.00%2025-12-312026-02-03 GBFH GBANK FINL HLDGS INC10.3K shares0.00%2025-12-312026-02-03 PM PHILIP MORRIS INTL INC2.0K sharesnew addition2025-12-312026-02-03 EQWL INVESCO EXCHANGE TRADED FD T2.8K shares0.00%2025-12-312026-02-03 VWO VANGUARD INTL EQUITY INDEX F5.9K shares0.00%2025-12-312026-02-03 DRI DARDEN RESTAURANTS INC1.7K shares0.00%2025-12-312026-02-03 VBIL VANGUARD INSTL INDEX FD4.4K shares0.00%2025-12-312026-02-03 MOAT VANECK ETF TRUST3.0K shares-0.03%2025-12-312026-02-03 ILF ISHARES TR9.1K shares0.00%2025-12-312026-02-03 SCHW SCHWAB CHARLES CORP3.1K shares0.07%2025-12-312026-02-03 EFA ISHARES TR3.1K shares0.00%2025-12-312026-02-03 SOXL DIREXION SHS ETF TR5.1K sharesnew addition2025-12-312026-02-03 XLV SELECT SECTOR SPDR TR1.9K shares0.00%2025-12-312026-02-03 DIS DISNEY WALT CO2.7K shares3.22%2025-12-312026-02-03 IEUR ISHARES TR4.0K shares0.00%2025-12-312026-02-03 TMO THERMO FISHER SCIENTIFIC INC467 shares-6.04%2025-12-312026-02-03 TDIV FIRST TR EXCHANGE TRADED FD3.0K shares0.00%2025-12-312026-02-03 INTU INTUIT513 shares0.00%2025-12-312026-02-03 JSI JANUS DETROIT STR TR5.5K sharesnew addition2025-12-312026-02-03 VSS VANGUARD INTL EQUITY INDEX F1.9K shares0.00%2025-12-312026-02-03 WM WASTE MGMT INC DEL1.2K shares-13.83%2025-12-312026-02-03 KO COCA COLA CO3.8K shares1.17%2025-12-312026-02-03 VBK VANGUARD INDEX FDS857 shares0.00%2025-12-312026-02-03 T AT&T INC11.8K shares-7.87%2025-12-312026-02-03 USIG ISHARES TR5.0K shares0.00%2025-12-312026-02-03 PWR QUANTA SVCS INC546 shares0.00%2025-12-312026-02-03 TSEM TOWER SEMICONDUCTOR LTD2.0K sharesnew addition2025-12-312026-02-03 IWP ISHARES TR1.8K shares0.00%2025-12-312026-02-03 UNH UNITEDHEALTH GROUP INC699 shares-0.14%2025-12-312026-02-03 XLP SELECT SECTOR SPDR TR2.9K shares0.00%2025-12-312026-02-03 EEM ISHARES TR4.0K shares0.00%2025-12-312026-02-03 CRM SALESFORCE INC1.0K shares20.38%2025-12-312026-02-03 NUEM NUSHARES ETF TR6.1K shares0.00%2025-12-312026-02-03 ISCG ISHARES TR3.9K shares0.00%2025-12-312026-02-03 RSG REPUBLIC SVCS INC1.0K shares0.00%2025-12-312026-02-03 FXO FIRST TR EXCHANGE TRADED FD3.7K shares0.00%2025-12-312026-02-03 IUSB ISHARES TR4.7K shares-22.08%2025-12-312026-02-03 MA MASTERCARD INCORPORATED412 shares-19.69%2025-12-312026-02-03 PG PROCTER AND GAMBLE CO1.4K shares-8.66%2025-12-312026-02-03 IEMG ISHARES INC3.0K sharesnew addition2025-12-312026-02-03 IJS ISHARES TR1.7K sharesnew addition2025-12-312026-02-03 BOTZ GLOBAL X FDS5.5K sharesnew addition2025-12-312026-02-03 VLUE ISHARES TR1.4K sharesnew addition2025-12-312026-02-03 VGSH VANGUARD SCOTTSDALE FDS3.5K shares0.00%2025-12-312026-02-03 ALPS ETF TR ALPS ETF TR4.2K sharesnew addition2025-12-312026-02-03 NEM NEWMONT CORP1.6K sharesnew addition2025-12-312026-02-03 ATEC ALPHATEC HLDGS INC10.0K shares0.00%2025-12-312026-02-03 LYG LLOYDS BANKING GROUP PLC14.8K shares0.00%2025-12-312026-02-03 TELA TELA BIO INC52.5K shares0.00%2025-12-312026-02-03 HIVE HIVE DIGITAL TECHNOLOGIES LT10.0K shares0.00%2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available