Holdings Channel



EntityShares/Amount
Change
Position Value
Change
SYK +53,281+$19,068
MUNI +12,073+$633
LRCX +375+$364
NOW +359+$274
BAH +1,710+$254
IVW +3,010+$254
PAVE +5,628+$224
TDIV +3,193+$222
RSG +1,143+$219
AMD +1,196+$216
EntityShares/Amount
Change
Position Value
Change
VTEB -10,508-$535
SCHX -9,107-$505
MA -1,078-$453
IWB -1,746-$450
SCHV -6,363-$443
SCHF -8,457-$307
PG -1,633-$243
IGSB -4,452-$227
XLE -2,475-$209
IJS -2,080-$207
EntityShares/Amount
Change
Position Value
Change
BXSL +23,685+$1,556
JBBB +22,658+$1,256
ANGL +18,022+$701
TOTL +18,007+$730
GIGB +12,618+$585
GSIE +6,019+$228
MLPX +5,434+$798
JEPI +5,047+$596
VWOB +4,166+$365
IDRV +3,772-$64
EntityShares/Amount
Change
Position Value
Change
DFAX -71,607-$669
SPSB -52,189-$1,527
USHY -42,174-$1,364
GEM -36,691-$749
SRLN -33,469-$1,328
EMLC -26,491-$776
DFIV -25,972-$383
REET -24,203-$588
JCPB -19,469-$914
Size ($ in 1000's)
At 03/31/2024: $557,972
At 12/31/2023: $532,362

Destiny Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Destiny Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Destiny Wealth Partners LLC
As of  03/31/2024, we find all stocks held by Destiny Wealth Partners LLC to be as follows, presented in the table below with each row detailing each Destiny Wealth Partners LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Destiny Wealth Partners LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Destiny Wealth Partners LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
AMAZON COM INC 138,476 -2,064 $24,978
     AMZN138,476-2,064$24,978
DIMENSIONAL ETF TRUST (DFAX) 757,905 -71,607 $19,281
     DFAX757,905-71,607$19,281
STRYKER CORPORATION 53,281 +53,281 $19,068
     SYK53,281+53,281$19,068
ISHARES TR (SHV) 167,164 +2,420 $18,478
     SHV167,164+2,420$18,478
VANGUARD WHITEHALL FDS (VYM) 150,347 -10,098 $18,190
     VYM150,347-10,098$18,190
VANGUARD SCOTTSDALE FDS (VCLT) 220,688 -19,028 $17,264
     VCLT220,688-19,028$17,264
VANGUARD INDEX FDS (VUG) 45,156 -6,534 $15,543
     VUG45,156-6,534$15,543
SELECT SECTOR SPDR TR (XLK) 69,820 -6,361 $14,541
     XLK69,820-6,361$14,541
APPLE INC 72,952 -3,662 $12,510
     AAPL72,952-3,662$12,510
MICROSOFT CORP 29,627 -92 $12,465
     MSFT29,627-92$12,465
SSGA ACTIVE ETF TR (TOTL) 310,280 +18,007 $12,427
     TOTL310,280+18,007$12,427
SPDR SER TR (SPSB) 392,744 -52,189 $11,692
     SPSB392,744-52,189$11,692
BLACKSTONE SECD LENDING FD 358,970 +23,685 $11,182
     BXSL358,970+23,685$11,182
VANECK ETF TRUST (ANGL) 381,797 +18,022 $11,080
     ANGL381,797+18,022$11,080
VANGUARD WORLD FDS (VIS) 44,940 -5,207 $10,972
     VIS44,940-5,207$10,972
GOLDMAN SACHS ETF TR (GIGB) 237,342 +12,618 $10,868
     GIGB237,342+12,618$10,868
VANGUARD SPECIALIZED FUNDS (VIG) 59,326 +1,034 $10,834
     VIG59,326+1,034$10,834
FIRST TR EXCHANGE TRADED FD (CIBR) 183,672 -578 $10,357
     CIBR183,672-578$10,357
AMERICAN CENTY ETF TR (AVEM) 170,944 -18,396 $9,908
     AVEM170,944-18,396$9,908
JANUS DETROIT STR TR 198,211 +22,658 $9,691
     JBBB198,211+22,658$9,691
ISHARES TR (USHY) 260,892 -42,174 $9,546
     USHY260,892-42,174$9,546
SPDR SER TR (SDY) 71,375 +27 $9,367
     SDY71,375+27$9,367
SSGA ACTIVE ETF TR (SRLN) 218,443 -33,469 $9,199
     SRLN218,443-33,469$9,199
ISHARES TR (IBB) 66,871 +1,041 $9,176
     IBB66,871+1,041$9,176
GOLDMAN SACHS ETF TR (GEM) 281,225 -36,691 $8,814
     GEM281,225-36,691$8,814
FIDELITY COVINGTON TRUST 105,986 -8,316 $8,742
     FDIS105,986-8,316$8,742
VANGUARD WELLINGTON FD (VFMV) 75,931 -10,831 $8,496
     VFMV75,931-10,831$8,496
VANGUARD WHITEHALL FDS (VIGI) 93,877 -13,145 $7,654
     VIGI93,877-13,145$7,654
BERKSHIRE HATHAWAY INC DEL      $7,575
     BRK.B18,014-423$7,575
J P MORGAN EXCHANGE TRADED F (JCPB) 157,595 -19,469 $7,351
     JCPB157,595-19,469$7,351
ALPHABET INC 47,680 -993 $7,196
     GOOGL47,680-993$7,196
VANGUARD MALVERN FDS (VTIP) 149,403 -15,014 $7,155
     VTIP149,403-15,014$7,155
DIMENSIONAL ETF TRUST (DFIV) 194,602 -25,972 $7,152
     DFIV194,602-25,972$7,152
J P MORGAN EXCHANGE TRADED F (JMEE) 115,325 -16,985 $6,750
     JMEE115,325-16,985$6,750
GLOBAL X FDS 134,475 +5,434 $6,588
     MLPX134,475+5,434$6,588
INVESCO QQQ TR 14,285 +682 $6,343
     QQQ14,285+682$6,343
J P MORGAN EXCHANGE TRADED F (JEPI) 104,154 +5,047 $6,026
     JEPI104,154+5,047$6,026
JANUS DETROIT STR TR 110,272 -889 $5,595
     JAAA110,272-889$5,595
SPDR S&P 500 ETF TR (SPY) 10,114 +1,800 $5,290
     SPY10,114+1,800$5,290
VANECK ETF TRUST (EMLC) 213,253 -26,491 $5,227
     EMLC213,253-26,491$5,227
GOLDMAN SACHS ETF TR (GBIL) 51,541 -5,338 $5,200
     GBIL51,541-5,338$5,200
VANGUARD WHITEHALL FDS (VWOB) 79,629 +4,166 $5,084
     VWOB79,629+4,166$5,084
VANGUARD INDEX FDS (VO) 20,101 -259 $5,023
     VO20,101-259$5,023
VANGUARD INTL EQUITY INDEX F (VT) 45,248 -609 $5,000
     VT45,248-609$5,000
ISHARES TR (XT) 83,221 +525 $4,962
     XT83,221+525$4,962
NETFLIX INC 7,805 +165 $4,740
     NFLX7,805+165$4,740
ISHARES TR (REET) 184,157 -24,203 $4,361
     REET184,157-24,203$4,361
MARRIOTT INTL INC NEW 16,897 -120 $4,263
     MAR16,897-120$4,263
SPDR INDEX SHS FDS (NANR) 75,804 -8,784 $4,137
     NANR75,804-8,784$4,137
ISHARES TR (IGF) 82,364 -10,416 $3,922
     IGF82,364-10,416$3,922
CAPITAL GROUP GROWTH ETF (CGGR) 120,629 -3,715 $3,859
     CGGR120,629-3,715$3,859
AIRBNB INC 23,379 -158 $3,857
     ABNB23,379-158$3,857
VANECK ETF TRUST (MOAT) 39,760 -520 $3,574
     MOAT39,760-520$3,574
WISDOMTREE TR 93,140 +416 $3,243
     WCLD93,140+416$3,243
AMERICAN CENTY ETF TR (AVDV) 47,354 -7,103 $3,119
     AVDV47,354-7,103$3,119
SPDR INDEX SHS FDS (SPGM) 40,781 -17,074 $2,434
     SPGM40,781-17,074$2,434
FIRST TR EXCHANGE TRADED FD (LMBS) 49,631 -1,470 $2,395
     LMBS49,631-1,470$2,395
ISHARES TR (IDRV) 73,768 +3,772 $2,319
     IDRV73,768+3,772$2,319
VANGUARD INDEX FDS (VB) 9,673 UNCH $2,211
     VB9,673UNCH$2,211
ISHARES TR (FLOT) 42,899 -1,200 $2,190
     FLOT42,899-1,200$2,190
GLOBAL X FDS 62,434 -137 $1,986
     BOTZ62,434-137$1,986
ISHARES TR (ITOT) 16,088 UNCH $1,855
     ITOT16,088UNCH$1,855
SPDR SER TR (SPAB) 60,988 -145 $1,542
     SPAB60,988-145$1,542
FIDELITY COMWLTH TR 22,850 UNCH $1,472
     ONEQ22,850UNCH$1,472
ALPHABET INC 8,949 +926 $1,363
     GOOG8,949+926$1,363
ISHARES TR (IVV) 2,448 -3,282 $1,287
     IVV2,448-3,282$1,287
VANGUARD INDEX FDS (VXF) 6,620 -291 $1,160
     VXF6,620-291$1,160
VANGUARD INDEX FDS (VV) 4,666 UNCH $1,119
     VV4,666UNCH$1,119
INVESCO EXCHANGE TRADED FD T (PKW) 10,244 -1,004 $1,109
     PKW10,244-1,004$1,109
PEPSICO INC 6,228 -114 $1,090
     PEP6,228-114$1,090
EXXON MOBIL CORP 9,142 -901 $1,063
     XOM9,142-901$1,063
NVIDIA CORPORATION 1,151 -29 $1,040
     NVDA1,151-29$1,040
FIRST TR EXCHANGE TRADED FD (FDN) 4,986 UNCH $1,023
     FDN4,986UNCH$1,023
ISHARES TR (USMV) 11,909 +1,875 $995
     USMV11,909+1,875$995
ISHARES TR (QUAL) 5,605 -71 $921
     QUAL5,605-71$921
ABBVIE INC 5,019 -382 $914
     ABBV5,019-382$914
VANGUARD INTL EQUITY INDEX F (VEU) 15,535 -200 $911
     VEU15,535-200$911
STRATEGY SHS 21,409 -208 $823
     SSUS21,409-208$823
SELECT SECTOR SPDR TR (XLF) 18,910 UNCH $796
     XLF18,910UNCH$796
VANGUARD TAX MANAGED FDS (VEA) 14,849 -640 $745
     VEA14,849-640$745
CVS HEALTH CORP 9,325 UNCH $744
     CVS9,325UNCH$744
VANGUARD SCOTTSDALE FDS (BNDW) 10,835 -10,915 $743
     BNDW10,835-10,915$743
ISHARES TR (ESGU) 6,184 -89 $711
     ESGU6,184-89$711
DBX ETF TR (DBEF) 16,260 UNCH $666
     DBEF16,260UNCH$666
SPDR SER TR (SPIP) 25,959 -1,926 $665
     SPIP25,959-1,926$665
HCA HEALTHCARE INC 1,987 UNCH $663
     HCA1,987UNCH$663
SPDR GOLD TR (GLD) 3,184 -1,915 $655
     GLD3,184-1,915$655
PIMCO ETF TR (MUNI) 12,073 +12,073 $633
     MUNI12,073+12,073$633
WISDOMTREE TR 6,120 UNCH $623
     AIVL6,120UNCH$623
GOLDMAN SACHS ETF TR (GSIE) 16,978 +6,019 $582
     GSIE16,978+6,019$582
SPDR SER TR (SPTM) 8,982 -28 $576
     SPTM8,982-28$576
ISHARES TR (GOVT) 24,495 UNCH $558
     GOVT24,495UNCH$558
QUEST DIAGNOSTICS INC 4,000 UNCH $532
     DGX4,000UNCH$532
SPDR SER TR (BIL) 5,639 -10,600 $518
     BIL5,639-10,600$518
SELECT SECTOR SPDR TR (XLY) 2,729 +150 $502
     XLY2,729+150$502
FIRST TR EXCHANGE TRADED FD (EMLP) 16,588 UNCH $490
     EMLP16,588UNCH$490
CHEVRON CORP NEW 3,016 -161 $476
     CVX3,016-161$476
VANGUARD INDEX FDS (VTI) 1,788 -81 $465
     VTI1,788-81$465
NEXTERA ENERGY INC 6,887 -90 $440
     NEE6,887-90$440
ISHARES TR (IWM) 2,061 -1,085 $433
     IWM2,061-1,085$433
SCIENCE APPLICATIONS INTL CO 3,313 UNCH $432
     SAIC3,313UNCH$432
DISNEY WALT CO 3,517 +98 $430
     DIS3,517+98$430
VANGUARD WELLINGTON FD (VFQY) 3,129 UNCH $428
     VFQY3,129UNCH$428
DIMENSIONAL ETF TRUST (DFAC) 13,326 UNCH $426
     DFAC13,326UNCH$426
SPDR SER TR (SPLG) 6,915 -113 $425
     SPLG6,915-113$425
SCHWAB STRATEGIC TR 8,095 UNCH $422
     SCHP8,095UNCH$422
SELECT SECTOR SPDR TR (XLC) 5,163 UNCH $422
     XLC5,163UNCH$422
ISHARES TR (SMLF) 6,262 UNCH $398
     SMLF6,262UNCH$398
VANGUARD INDEX FDS (VBR) 2,063 UNCH $396
     VBR2,063UNCH$396
JPMORGAN CHASE & CO 1,863 -342 $373
     JPM1,863-342$373
ISHARES TR (IWR) 4,371 -1,223 $368
     IWR4,371-1,223$368
LAM RESEARCH CORP 375 +375 $364
     LRCX375+375$364
SELECT SECTOR SPDR TR (XLI) 2,860 UNCH $360
     XLI2,860UNCH$360
UNITEDHEALTH GROUP INC 718 -4 $355
     UNH718-4$355
MCDONALDS CORP 1,241 -479 $350
     MCD1,241-479$350
DARDEN RESTAURANTS INC 2,041 UNCH $341
     DRI2,041UNCH$341
MERCK & CO INC 2,540 -38 $335
     MRK2,540-38$335
VANGUARD INDEX FDS (VOE) 2,151 +12 $335
     VOE2,151+12$335
VANGUARD INDEX FDS (VTV) 2,044 +114 $333
     VTV2,044+114$333
SELECT SECTOR SPDR TR (XLV) 2,179 -44 $322
     XLV2,179-44$322
VISA INC 1,147 -521 $320
     V1,147-521$320
FIRST TR NASDAQ 100 TECH IND (QTEC) 1,634 UNCH $312
     QTEC1,634UNCH$312
HOME DEPOT INC 806 -532 $309
     HD806-532$309
ISHARES TR (IUSB) 6,754 UNCH $308
     IUSB6,754UNCH$308
ISHARES TR (MTUM) 1,604 -1,118 $301
     MTUM1,604-1,118$301
FIRST TR EXCHANGE TRADED FD (FBT) 1,938 UNCH $298
     FBT1,938UNCH$298
FIRST TR EXCHANGE TRADED FD (FXL) 2,196 UNCH $296
     FXL2,196UNCH$296
FIDELITY COVINGTON TRUST 5,169 UNCH $290
     FDLO5,169UNCH$290
ISHARES TR (IGEB) 6,327 UNCH $284
     IGEB6,327UNCH$284
VANGUARD INTL EQUITY INDEX F (VPL) 3,671 +8 $279
     VPL3,671+8$279
SERVICENOW INC 359 +359 $274
     NOW359+359$274
BROADCOM INC 201 UNCH $266
     AVGO201UNCH$266
TESLA INC 1,455 -120 $256
     TSLA1,455-120$256
VANGUARD INTL EQUITY INDEX F (VWO) 6,133 -307 $256
     VWO6,133-307$256
BOOZ ALLEN HAMILTON HLDG COR 1,710 +1,710 $254
     BAH1,710+1,710$254
ISHARES TR (IVW) 3,010 +3,010 $254
     IVW3,010+3,010$254
ISHARES TR (USIG) 4,982 UNCH $253
     USIG4,982UNCH$253
SELECT SECTOR SPDR TR (XLP) 3,296 -425 $252
     XLP3,296-425$252
SPROTT PHYSICAL SILVER TR 29,290 UNCH $243
     PSLV29,290UNCH$243
BANK AMERICA CORP 6,312 -755 $239
     BAC6,312-755$239
ISHARES TR (IEUR) 4,130 -47 $239
     IEUR4,130-47$239
ISHARES TR (LQD) 2,192 -1,059 $239
     LQD2,192-1,059$239
SCHWAB STRATEGIC TR 6,684 UNCH $237
     FNDC6,684UNCH$237
COCA COLA CO 3,869 -980 $237
     KO3,869-980$237
UNITED CMNTY BKS BLAIRSVLE G 9,000 UNCH $237
     UCBI9,000UNCH$237
VANGUARD SCOTTSDALE FDS (VGSH) 3,924 -2,156 $228
     VGSH3,924-2,156$228
GLOBAL X FDS 5,628 +5,628 $224
     PAVE5,628+5,628$224
FIRST TR EXCHANGE TRADED FD (TDIV) 3,193 +3,193 $222
     TDIV3,193+3,193$222
REPUBLIC SVCS INC 1,143 +1,143 $219
     RSG1,143+1,143$219
ADVANCED MICRO DEVICES INC 1,196 +1,196 $216
     AMD1,196+1,196$216
MODERNA INC 2,000 UNCH $213
     MRNA2,000UNCH$213
VANGUARD INTL EQUITY INDEX F (VSS) 1,801 UNCH $210
     VSS1,801UNCH$210
ISHARES TR (AGG) 2,103 UNCH $206
     AGG2,103UNCH$206
ISHARES TR (IEFA) 2,759 -596 $205
     IEFA2,759-596$205
FIRST TR EXCH TRD ALPHDX FD (FEMS) 5,267 +5,267 $204
     FEMS5,267+5,267$204
ICORECONNECT INC 101,675 UNCH $124
     ICCT101,675UNCH$124
INTEGRATED RAIL AND RES ACQ 89,321 +0 $0
     IRRX.WT89,321UNCH$0
CION INVT CORP $0 (exited)
     CION0-14,257$0
ISHARES TR $0 (exited)
     IGSB0-4,452$0
ISHARES TR $0 (exited)
     IJS0-2,080$0
ISHARES TR $0 (exited)
     IWB0-1,746$0
MASTERCARD INCORPORATED $0 (exited)
     MA0-1,078$0
NIKE INC $0 (exited)
     NKE0-1,984$0
PROCTER AND GAMBLE CO $0 (exited)
     PG0-1,633$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHF0-8,457$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHV0-6,363$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHX0-9,107$0
VANGUARD MUN BD FDS $0 (exited)
     VTEB0-10,508$0
WISDOMTREE TR $0 (exited)
     WFHY0-4,513$0
SELECT SECTOR SPDR TR 0 -2,475 $0 (exited)
     XLE0-2,475$0

See Summary: Destiny Wealth Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Destiny Wealth Partners LLC

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