Destiny Wealth Partners, LLC
CIK Number: 0001844369
Main Sectors:
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... | 50.62 | +0.03% | 843.14K | +262.35% | 42.76M | 50.65 | 6.78% | Share |
2 | VUG | Vanguard Growth... | 455.04 | -0.78% | 82.42K | +11.74% | 30.56M | 301.53 | 4.85% | Share |
3 | DFLV | Dimensional US ... | 32.47 | -0.51% | 942.85K | +2.27% | 28.82M | 28.9 | 4.57% | Share |
4 | JCPB | JPMorgan Core P... | 46.92 | -0.64% | 565.75K | -1.27% | 26.61M | 46.17 | 4.22% | Share |
5 | AMZN | Amazon.com, Inc... | 225.34 | -1.6% | 122.61K | +3.22% | 23.33M | 148.37 | 3.70% | Share |
6 | AAPL | Apple Inc. | 229.72 | -1.04% | 71.49K | +1.88% | 15.88M | 151.26 | 2.52% | Share |
7 | SYK | Stryker Corpora... | 389.88 | -0.39% | 41.43K | -0.2% | 15.42M | 354.72 | 2.45% | Share |
8 | TOTL | SPDR DoubleLine... | 40.13 | -0.57% | 372.14K | +3.79% | 14.99M | 40.56 | 2.38% | Share |
9 | XLK | Technology Sele... | 259.88 | -0.98% | 65.49K | +3.25% | 13.52M | 159.06 | 2.15% | Share |
10 | XLF | Financial Selec... | 53.59 | -0.74% | 251.76K | +2.99% | 12.54M | 40.7 | 1.99% | Share |
11 | BRK-A | Berkshire Hatha... | 751679.32 | -0.48% | 15 | +650.00% | 11.98M | 782772 | 1.90% | Share |
12 | JBBB | Janus Henderson... | 48.19 | -0.56% | 243.49K | +6.60% | 11.85M | 48.21 | 1.88% | Share |
13 | VIG | Vanguard Divide... | 210.16 | -0.36% | 58.18K | -0.11% | 11.29M | 143.1 | 1.79% | Share |
14 | MSFT | Microsoft Corpo... | 505.12 | -0.31% | 29.54K | +5.10% | 11.09M | 282.62 | 1.76% | Share |
15 | FCOM | Fidelity MSCI C... | 67.95 | -0.29% | 186.35K | +4.17% | 10.48M | 58.6 | 1.66% | Share |
16 | DFAX | Dimensional Wor... | 30.38 | -0.77% | 398.7K | -45.89% | 10.45M | 23.19 | 1.66% | Share |
17 | AVEM | Avantis Emergin... | 70.94 | -0.21% | 170.92K | +5.54% | 10.28M | 54.26 | 1.63% | Share |
18 | ANGL | VanEck Fallen A... | 29.19 | -0.63% | 343K | -20.46% | 9.9M | 28.09 | 1.57% | Share |
19 | BRK-B | Berkshire Hatha... | 501.06 | -0.38% | 18.09K | -0.77% | 9.63M | 239.06 | 1.53% | Share |
20 | PDBC | Invesco Optimum... | 13.46 | +1.58% | 703.71K | +100.00% | 9.59M | 13.63 | 1.52% | Share |
21 | SDY | SPDR S&P Divide... | 140.39 | -0.67% | 68.89K | +0.10% | 9.35M | 106.92 | 1.48% | Share |
22 | USHY | iShares Broad U... | 37.35 | -0.73% | 249.5K | +4.99% | 9.18M | 34.84 | 1.46% | Share |
23 | CIBR | First Trust NAS... | 72.33 | -1.11% | 143.26K | +6.19% | 9.03M | 45.36 | 1.43% | Share |
24 | SCHR | Schwab Intermed... | 25.00 | -0.54% | 360.56K | +100.00% | 8.96M | 24.86 | 1.42% | Share |
25 | IBB | iShares Biotech... | 140.41 | +1.58% | 69.86K | +6.65% | 8.94M | 134.35 | 1.42% | Share |
26 | SRLN | SPDR Blackstone... | 41.35 | -0.6% | 212.74K | +5.14% | 8.75M | 42.61 | 1.39% | Share |
27 | DFIV | Dimensional Int... | 45.20 | -0.58% | 185.69K | -10.42% | 7.31M | 31.29 | 1.16% | Share |
28 | VIGI | Vanguard Intern... | 88.76 | -0.56% | 87.63K | -14.86% | 7.27M | 76.62 | 1.15% | Share |
29 | QQQ | Invesco QQQ Tru... | 565.62 | -0.84% | 15.28K | -2.95% | 7.16M | 349.1 | 1.14% | Share |
30 | JEPI | JPMorgan Equity... | 56.63 | -0.91% | 119.34K | +4.32% | 6.82M | 59.02 | 1.08% | Share |
31 | VYM | Vanguard High D... | 138.70 | -0.34% | 49.84K | -2.87% | 6.43M | 102.58 | 1.02% | Share |
32 | GOOGL | Alphabet Inc. | 211.35 | -0.73% | 39.07K | +5.62% | 6.04M | 102.51 | 0.96% | Share |
33 | NVDA | NVIDIA Corporat... | 170.74 | -1.97% | 55.44K | +25.09% | 6.01M | 105.15 | 0.95% | Share |
34 | SPY | SPDR S&P 500 ET... | 640.37 | -0.73% | 10.69K | -8.62% | 5.98M | 435.19 | 0.95% | Share |
35 | BIV | Vanguard Interm... | 77.36 | -0.57% | 75.14K | -4.83% | 5.75M | 74.73 | 0.91% | Share |
36 | VGLT | Vanguard Long-T... | 54.81 | -1.05% | 98.09K | +100.00% | 5.65M | 57.61 | 0.90% | Share |
37 | CRWD | CrowdStrike Hol... | 413.50 | -2.41% | 15.95K | +3.59% | 5.62M | 359.41 | 0.89% | Share |
38 | PULS | PGIM Ultra Shor... | 49.63 | -0.4% | 111.86K | +8.20% | 5.56M | 49.56 | 0.88% | Share |
39 | AVGO | Broadcom Inc. | 298.24 | +0.29% | 33.03K | +22.26% | 5.53M | 212.71 | 0.88% | Share |
40 | VO | Vanguard Mid Ca... | 288.15 | -0.61% | 21.35K | +4.11% | 5.52M | 228.46 | 0.88% | Share |
41 | GEM | Goldman Sachs A... | 38.40 | -0.21% | 158.63K | +3.69% | 5.26M | 33.53 | 0.84% | Share |
42 | VT | Vanguard Total ... | 132.84 | -0.7% | 43.32K | -0.56% | 5.02M | 92.58 | 0.80% | Share |
43 | EMTL | SPDR DoubleLine... | 43.40 | -0.57% | 115.61K | +3.94% | 4.98M | 42.01 | 0.79% | Share |
44 | XT | iShares Exponen... | 67.60 | -0.88% | 83.5K | +3.57% | 4.81M | 57.61 | 0.76% | Share |
45 | NFLX | Netflix, Inc. | 1214.11 | +0.48% | 4.84K | +2.44% | 4.51M | 314.72 | 0.72% | Share |
46 | META | Meta Platforms,... | 735.11 | -0.49% | 7.72K | +4.26% | 4.45M | 508.87 | 0.71% | Share |
47 | RDDT | Reddit, Inc. | 219.83 | -2.33% | 40.86K | -35.39% | 4.29M | 106.58 | 0.68% | Share |
48 | UBER | Uber Technologi... | 92.81 | -1% | 57.55K | +6.19% | 4.19M | 70.79 | 0.67% | Share |
49 | MOAT | VanEck Mornings... | 97.44 | -1.06% | 46.44K | +6.22% | 4.09M | 85.56 | 0.65% | Share |
50 | JMBS | Janus Henderson... | 44.99 | -0.68% | 90.14K | -3.37% | 4.07M | 44.13 | 0.65% | Share |
51 | CGGR | Capital Group G... | 42.02 | -0.65% | 118.05K | +4.89% | 4.04M | 25.52 | 0.64% | Share |
52 | PLTR | Palantir Techno... | 157.10 | +0.25% | 47.66K | +11.50% | 4.02M | 76.53 | 0.64% | Share |
53 | AVDV | Avantis Interna... | 85.15 | -0.73% | 51.33K | +2.61% | 3.58M | 57.3 | 0.57% | Share |
54 | ONEV | SPDR Russell 10... | 133.00 | -0.5% | 27.56K | +1.14% | 3.49M | 117.38 | 0.55% | Share |
55 | JMEE | JPMorgan Market... | 62.55 | -0.38% | 62.24K | +2.87% | 3.48M | 47.79 | 0.55% | Share |
56 | SPGM | SPDR Portfolio ... | 71.73 | -0.71% | 54.6K | +20.88% | 3.41M | 54.52 | 0.54% | Share |
57 | CRM | Salesforce, Inc... | 252.91 | -1.3% | 11.62K | +5.14% | 3.12M | 256.8 | 0.49% | Share |
58 | TSLA | Tesla, Inc. | 329.36 | -1.35% | 11.84K | +25.30% | 3.07M | 356.52 | 0.49% | Share |
59 | LMBS | First Trust Low... | 49.61 | 0.00% | 54.68K | +8.16% | 2.69M | 50.93 | 0.43% | Share |
60 | GLIN | VanEck India Gr... | 44.32 | +0.65% | 59.92K | +11.38% | 2.57M | 50.34 | 0.41% | Share |
61 | FLOT | iShares Floatin... | 50.84 | +0.01% | 47.95K | +8.15% | 2.45M | 50.56 | 0.39% | Share |
62 | SPSB | SPDR Portfolio ... | 30.14 | -0.4% | 79.79K | 0.00% | 2.4M | 31.26 | 0.38% | Share |
63 | VB | Vanguard Small ... | 251.18 | -0.52% | 10.34K | -1.33% | 2.29M | 206.55 | 0.36% | Share |
64 | VTIP | Vanguard Short-... | 50.63 | -0.1% | 45.23K | -0.74% | 2.26M | 46.85 | 0.36% | Share |
65 | FLTR | VanEck Investme... | 25.45 | -0.39% | 80.61K | +1.18% | 2.06M | 25.41 | 0.33% | Share |
66 | ITOT | iShares Core S&... | 140.34 | -0.69% | 14.73K | -10.31% | 1.8M | 87.09 | 0.29% | Share |
67 | VOO | Vanguard S&P 50... | 588.63 | -0.75% | 3.09K | 0.00% | 1.59M | 502.87 | 0.25% | Share |
68 | ONEQ | Fidelity Nasdaq... | 83.82 | -0.78% | 22.85K | 0.00% | 1.56M | 50.89 | 0.25% | Share |
69 | SPAB | SPDR Portfolio ... | 25.50 | -0.6% | 57.89K | 0.00% | 1.48M | 25.86 | 0.23% | Share |
70 | IVV | iShares Core S&... | 643.48 | -0.75% | 2.36K | +0.04% | 1.32M | 389.77 | 0.21% | Share |
71 | SNAP | Snap Inc. | 7.33 | +2.69% | 148.65K | +12.70% | 1.29M | 15.2 | 0.21% | Share |
72 | BOTZ | Global X Roboti... | 33.30 | -0.75% | 42.51K | +3.87% | 1.21M | 30.83 | 0.19% | Share |
73 | VV | Vanguard Large ... | 295.66 | -0.83% | 4.69K | 0.00% | 1.21M | 201.18 | 0.19% | Share |
74 | BNDW | Vanguard Total ... | 68.85 | -0.64% | 17.42K | +31.98% | 1.2M | 71.61 | 0.19% | Share |
75 | USMV | iShares MSCI US... | 94.01 | -0.27% | 12.68K | +12.72% | 1.19M | 74.33 | 0.19% | Share |
76 | VXF | Vanguard Extend... | 204.77 | -0.51% | 6.58K | 0.00% | 1.13M | 165.07 | 0.18% | Share |
77 | FDN | First Trust Dow... | 273.92 | -0.94% | 5.03K | 0.00% | 1.12M | 218.31 | 0.18% | Share |
78 | XOM | Exxon Mobil Cor... | 114.67 | +0.34% | 9.12K | -1.05% | 1.08M | 57.48 | 0.17% | Share |
79 | ORLY | O'Reilly Automo... | 103.19 | -0.47% | 751 | 0.00% | 1.08M | 1185.8 | 0.17% | Share |
80 | PKW | Invesco BuyBack... | 130.70 | -0.43% | 9.31K | -2.18% | 1.05M | 73.34 | 0.17% | Share |
81 | GLD | SPDR Gold Share... | 325.63 | +2.38% | 3.61K | +7.50% | 1.04M | 187.64 | 0.17% | Share |
82 | ABBV | AbbVie Inc. | 211.92 | +0.72% | 4.84K | 0.00% | 1.01M | 138.48 | 0.16% | Share |
83 | GOOG | Alphabet Inc. | 211.99 | -0.72% | 6.37K | -2.98% | 995.65K | 95.16 | 0.16% | Share |
84 | SHYG | iShares 0-5 Yea... | 42.91 | -0.66% | 21.96K | -5.59% | 933.7K | 41.95 | 0.15% | Share |
85 | VEU | Vanguard FTSE A... | 68.89 | -0.68% | 15.3K | -1.52% | 928.04K | 63.33 | 0.15% | Share |
86 | MINO | PIMCO Municipal... | 44.05 | -0.38% | 20.42K | -0.2% | 913.25K | 45.07 | 0.14% | Share |
87 | PEP | PepsiCo, Inc. | 150.28 | +1.10% | 5.96K | -2.04% | 894.42K | 160.27 | 0.14% | Share |
88 | VEA | Vanguard Develo... | 58.18 | -0.9% | 17.57K | +13.10% | 892.93K | 47.64 | 0.14% | Share |
89 | SSUS | Day Hagan/Ned D... | 46.24 | -0.65% | 20.77K | 0.00% | 845.38K | 31.64 | 0.13% | Share |
90 | QUAL | iShares MSCI US... | 187.64 | -0.69% | 4.79K | 0.00% | 817.88K | 119.88 | 0.13% | Share |
91 | HCA | HCA Healthcare,... | 406.18 | +0.55% | 2.27K | -0.04% | 782.67K | 282.46 | 0.12% | Share |
92 | ESGU | iShares ESG Awa... | 139.92 | -0.78% | 6.04K | 0.00% | 735.73K | 86.16 | 0.12% | Share |
93 | DBEF | Xtrackers MSCI ... | 45.26 | -0.37% | 16.26K | 0.00% | 704.06K | 33.61 | 0.11% | Share |
94 | DGX | Quest Diagnosti... | 178.69 | -1.62% | 4K | 0.00% | 676.8K | 125.98 | 0.11% | Share |
95 | AIVL | WisdomTree U.S.... | 113.77 | -0.63% | 6.12K | 0.00% | 671.98K | 83.73 | 0.11% | Share |
96 | IWR | iShares Russell... | 95.39 | -0.7% | 7.61K | 0.00% | 647.55K | 75.31 | 0.10% | Share |
97 | VTV | Vanguard Value ... | 182.44 | -0.43% | 3.66K | +75.08% | 632.4K | 159.01 | 0.10% | Share |
98 | EMLP | First Trust Nor... | 37.80 | -0.45% | 16.59K | 0.00% | 621.88K | 20.97 | 0.10% | Share |
99 | MUNI | PIMCO Intermedi... | 51.21 | -0.56% | 11.82K | -0.19% | 609.53K | 52.2 | 0.10% | Share |
100 | VTI | Vanguard Total ... | 316.00 | -0.69% | 2.12K | +0.05% | 583.49K | 225.95 | 0.09% | Share |
101 | GSIE | Goldman Sachs A... | 40.21 | -0.98% | 16.13K | 0.00% | 575.03K | 32.51 | 0.09% | Share |
102 | CVX | Chevron Corpora... | 161.81 | +0.75% | 3.32K | +8.57% | 555.39K | 124.55 | 0.09% | Share |
103 | DIS | The Walt Disney... | 118.26 | -0.1% | 5.48K | +115.95% | 541.21K | 111.61 | 0.09% | Share |
104 | SPTM | SPDR Portfolio ... | 77.70 | -0.72% | 7.94K | -0.51% | 540.2K | 46.23 | 0.09% | Share |
105 | GOVT | iShares U.S. Tr... | 22.86 | -0.52% | 23.45K | 0.00% | 539.11K | 25.15 | 0.09% | Share |
106 | IWM | iShares Russell... | 233.90 | -0.54% | 2.63K | +2.22% | 524.26K | 201.31 | 0.08% | Share |
107 | XLY | Consumer Discre... | 230.06 | -0.72% | 2.6K | 0.00% | 513.79K | 161.85 | 0.08% | Share |
108 | JPM | JPMorgan Chase ... | 299.64 | -0.59% | 2.05K | -0.73% | 502.13K | 153.38 | 0.08% | Share |
109 | XLC | Communication S... | 111.17 | -0.2% | 4.82K | 0.00% | 464.41K | 56.18 | 0.07% | Share |
110 | MAR | Marriott Intern... | 264.48 | -1.26% | 1.93K | 0.00% | 460.67K | 151.22 | 0.07% | Share |
111 | DFAC | Dimensional U.S... | 37.52 | -0.62% | 13.33K | 0.00% | 439.63K | 26.98 | 0.07% | Share |
112 | V | Visa Inc. | 349.95 | -0.52% | 1.25K | +4.52% | 437.33K | 237.02 | 0.07% | Share |
113 | SCHP | Schwab U.S. TIP... | 26.77 | -0.59% | 16.19K | 0.00% | 435.35K | 31.04 | 0.07% | Share |
114 | MCD | McDonald's Corp... | 315.77 | +0.71% | 1.35K | +0.07% | 422.79K | 226.48 | 0.07% | Share |
115 | VFQY | Vanguard U.S. Q... | 149.40 | -0.63% | 3.13K | 0.00% | 418.2K | 99.69 | 0.07% | Share |
116 | BIL | SPDR Bloomberg ... | 91.47 | -0.33% | 4.55K | -43.56% | 417.1K | 91.49 | 0.07% | Share |
117 | SPLG | SPDR Portfolio ... | 75.34 | -0.74% | 6.13K | 0.00% | 403.37K | 48.16 | 0.06% | Share |
118 | GBTC | Grayscale Bitco... | 87.03 | +2.40% | 5.98K | 0.00% | 389.85K | 57.97 | 0.06% | Share |
119 | DRI | Darden Restaura... | 208.03 | +0.52% | 1.79K | -10.05% | 372.1K | 141.92 | 0.06% | Share |
120 | IEFA | iShares Core MS... | 84.71 | -0.94% | 4.91K | +38.24% | 371.67K | 76.1 | 0.06% | Share |
121 | SMLF | iShares MSCI US... | 72.65 | -0.56% | 5.88K | 0.00% | 365.56K | 46.57 | 0.06% | Share |
122 | VPL | Vanguard Pacifi... | 85.72 | -0.35% | 5.04K | +37.51% | 364.98K | 78.47 | 0.06% | Share |
123 | XLI | Industrial Sele... | 150.56 | -0.95% | 2.73K | 0.00% | 358.48K | 101.25 | 0.06% | Share |
124 | VOE | Vanguard Mid-Ca... | 171.69 | -0.64% | 2.14K | 0.00% | 343.39K | 119.61 | 0.05% | Share |
125 | T | AT&T Inc. | 29.07 | -0.75% | 11.99K | +100.00% | 339.18K | 28.28 | 0.05% | Share |
126 | MA | Mastercard Inco... | 591.58 | -0.62% | 605 | -16.55% | 331.61K | 526.57 | 0.05% | Share |
127 | FBT | First Trust NYS... | 175.44 | +2.01% | 1.94K | 0.00% | 329.68K | 160.5 | 0.05% | Share |
128 | FDLO | Fidelity Low Vo... | 64.48 | -0.42% | 5.17K | 0.00% | 313.35K | 52.97 | 0.05% | Share |
129 | EQWL | Invesco S&P 100... | 112.45 | -0.56% | 2.81K | +100.00% | 289.79K | 103.09 | 0.05% | Share |
130 | FNDX | Schwab Fundamen... | 25.64 | -0.49% | 12.14K | +100.00% | 286.65K | 23.61 | 0.05% | Share |
131 | IUSB | iShares Core To... | 46.11 | -0.59% | 6.17K | 0.00% | 284.36K | 45.55 | 0.05% | Share |
132 | RCL | Royal Caribbean... | 353.89 | -2.57% | 1.38K | -0.36% | 284.12K | 177.55 | 0.05% | Share |
133 | XLV | Health Care Sel... | 137.50 | +0.05% | 1.91K | 0.00% | 279.17K | 131.07 | 0.04% | Share |
134 | MRK | Merck & Co., In... | 85.47 | +1.60% | 3.1K | -16.42% | 278.67K | 109.22 | 0.04% | Share |
135 | BAC | Bank of America... | 50.41 | -0.66% | 6.67K | -1.78% | 278.55K | 28.32 | 0.04% | Share |
136 | MTUM | iShares MSCI US... | 242.55 | -0.48% | 1.38K | 0.00% | 277.93K | 150.7 | 0.04% | Share |
137 | KO | The Coca-Cola C... | 69.05 | +0.08% | 3.78K | -3.3% | 270.83K | 58.87 | 0.04% | Share |
138 | QTEC | First Trust NAS... | 210.73 | -1% | 1.51K | 0.00% | 262.94K | 138.07 | 0.04% | Share |
139 | FXL | First Trust Tec... | 158.87 | -0.93% | 1.98K | 0.00% | 261.86K | 111.82 | 0.04% | Share |
140 | USIG | iShares Broad U... | 51.31 | -0.66% | 4.98K | 0.00% | 254.48K | 61.48 | 0.04% | Share |
141 | VBR | Vanguard Small ... | 207.59 | -0.58% | 1.34K | 0.00% | 249.81K | 175.13 | 0.04% | Share |
142 | RSG | Republic Servic... | 233.15 | -0.35% | 1.02K | 0.00% | 247.49K | 189.88 | 0.04% | Share |
143 | MGK | Vanguard Mega C... | 380.65 | -0.86% | 790 | +100.00% | 244.01K | 308.88 | 0.04% | Share |
144 | WMT | Walmart Inc. | 97.84 | +0.89% | 2.76K | 0.00% | 242.3K | 80.75 | 0.04% | Share |
145 | IEUR | iShares Core MS... | 65.88 | -1.29% | 4K | 0.00% | 240.84K | 49.65 | 0.04% | Share |
146 | XLP | Consumer Staple... | 80.65 | -0.16% | 2.93K | 0.00% | 238.97K | 73.86 | 0.04% | Share |
147 | MSTR | MicroStrategy I... | 341.62 | +2.16% | 800 | 0.00% | 230.62K | 289.62 | 0.04% | Share |
148 | PG | The Procter & G... | 157.96 | +0.59% | 1.34K | +0.53% | 227.71K | 162.8 | 0.04% | Share |
149 | CLOI | VanEck CLO ETF | 52.88 | -0.31% | 4.29K | -6.76% | 226.53K | 52.77 | 0.04% | Share |
150 | UNH | UnitedHealth Gr... | 308.76 | -0.36% | 425 | -6.18% | 222.59K | 394.39 | 0.04% | Share |