Q4 2024 · 13F-HR
Destiny Wealth Partners, LLCholdings as filed
Filed 2025-01-24 · accession 0001844369-25-000001
$612.2M
Reported value
167
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908736 | VUG | VANGUARD INDEX FDS | $30.3M | 4.95% | 73,761 | Common | NONE |
| 25434V666 | DFLV | DIMENSIONAL ETF TRUST | $27.7M | 4.52% | 921,918 | Common | NONE |
| 46641Q670 | JCPB | J P MORGAN EXCHANGE TRADED F | $26.4M | 4.31% | 573,038 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $26.1M | 4.26% | 118,787 | Common | NONE |
| 25434V880 | DFAX | DIMENSIONAL ETF TRUST | $18.3M | 2.99% | 736,804 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $17.6M | 2.87% | 70,169 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $14.9M | 2.44% | 41,507 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $14.7M | 2.41% | 63,433 | Common | NONE |
| 78467V848 | TOTL | SSGA ACTIVE ETF TR | $14.1M | 2.31% | 358,562 | Common | NONE |
| 92189F437 | ANGL | VANECK ETF TRUST | $12.4M | 2.02% | 431,212 | Common | NONE |
| 09261X102 | BXSL | BLACKSTONE SECD LENDING FD | $12.3M | 2.02% | 381,859 | Common | NONE |
| 808524698 | SCHI | SCHWAB STRATEGIC TR | $12.3M | 2.00% | 555,188 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $11.8M | 1.93% | 28,102 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $11.8M | 1.93% | 244,448 | Common | NONE |
| 47103U845 | JAAA | JANUS DETROIT STR TR | $11.8M | 1.93% | 232,688 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $11.4M | 1.86% | 58,242 | Common | NONE |
| 47103U753 | JBBB | JANUS DETROIT STR TR | $11.2M | 1.83% | 228,416 | Common | NONE |
| 316092873 | FCOM | FIDELITY COVINGTON TRUST | $10.5M | 1.72% | 178,885 | Common | NONE |
| 75734B100 | RDDT | REDDIT INC | $10.3M | 1.69% | 63,238 | Common | NONE |
| 025072604 | AVEM | AMERICAN CENTY ETF TR | $9.5M | 1.56% | 161,940 | Common | NONE |
| 78464A763 | SDY | SPDR SER TR | $9.1M | 1.49% | 68,819 | Common | NONE |
| 46435U853 | USHY | ISHARES TR | $8.7M | 1.43% | 237,646 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $8.7M | 1.41% | 65,507 | Common | NONE |
| 33734X846 | CIBR | FIRST TR EXCHANGE TRADED FD | $8.6M | 1.40% | 134,912 | Common | NONE |
| 78467V608 | SRLN | SSGA ACTIVE ETF TR | $8.4M | 1.38% | 202,345 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.3M | 1.35% | 18,225 | Common | NONE |
| 921946810 | VIGI | VANGUARD WHITEHALL FDS | $8.2M | 1.34% | 102,927 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $8.0M | 1.31% | 15,744 | Common | NONE |
| 25434V807 | DFIV | DIMENSIONAL ETF TRUST | $7.4M | 1.20% | 207,293 | Common | NONE |
| 37954Y293 | MLPX | GLOBAL X FDS | $7.3M | 1.20% | 121,262 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $7.0M | 1.14% | 36,995 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $6.9M | 1.12% | 11,695 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $6.6M | 1.08% | 114,399 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $6.5M | 1.07% | 51,314 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $6.3M | 1.02% | 27,013 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $6.0M | 0.97% | 44,318 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $5.9M | 0.96% | 78,955 | Common | NONE |
| 921946885 | VWOB | VANGUARD WHITEHALL FDS | $5.6M | 0.92% | 88,734 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $5.4M | 0.88% | 20,505 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $5.3M | 0.86% | 15,394 | Common | NONE |
| 69344A107 | PULS | PGIM ETF TR | $5.1M | 0.84% | 103,391 | Common | NONE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $5.1M | 0.84% | 43,562 | Common | NONE |
| 92206C813 | VCLT | VANGUARD SCOTTSDALE FDS | $4.9M | 0.80% | 65,666 | Common | NONE |
| 381430206 | GEM | GOLDMAN SACHS ETF TR | $4.9M | 0.80% | 152,987 | Common | NONE |
| 46434V381 | XT | ISHARES TR | $4.8M | 0.79% | 80,624 | Common | NONE |
| 78470P309 | EMTL | SSGA ACTIVE TR | $4.7M | 0.77% | 111,234 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $4.3M | 0.71% | 7,401 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $4.2M | 0.69% | 4,721 | Common | NONE |
| 14020G101 | CGGR | CAPITAL GROUP GROWTH ETF | $4.2M | 0.68% | 112,549 | Common | NONE |
| 47103U852 | JMBS | JANUS DETROIT STR TR | $4.1M | 0.67% | 93,289 | Common | NONE |
| 92189F643 | MOAT | VANECK ETF TRUST | $4.1M | 0.66% | 43,722 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $3.8M | 0.62% | 9,449 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $3.7M | 0.60% | 11,053 | Common | NONE |
| 46641Q118 | JMEE | J P MORGAN EXCHANGE TRADED F | $3.7M | 0.60% | 60,503 | Common | NONE |
| 78468R754 | ONEV | SPDR SER TR | $3.4M | 0.56% | 27,246 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $3.3M | 0.53% | 54,193 | Common | NONE |
| 025072802 | AVDV | AMERICAN CENTY ETF TR | $3.3M | 0.53% | 50,025 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $3.2M | 0.53% | 42,750 | Common | NONE |
| 78463X475 | SPGM | SPDR INDEX SHS FDS | $2.9M | 0.47% | 45,168 | Common | NONE |
| 92189F767 | GLIN | VANECK ETF TRUST | $2.6M | 0.43% | 53,796 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $2.5M | 0.41% | 10,479 | Common | NONE |
| 33739Q200 | LMBS | FIRST TR EXCHANGE-TRADED FD | $2.5M | 0.40% | 50,554 | Common | NONE |
| 78464A474 | SPSB | SPDR SER TR | $2.4M | 0.39% | 79,791 | Common | NONE |
| 46429B655 | FLOT | ISHARES TR | $2.3M | 0.37% | 44,338 | Common | NONE |
| 922020805 | VTIP | VANGUARD MALVERN FDS | $2.2M | 0.36% | 45,564 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $2.1M | 0.35% | 16,425 | Common | NONE |
| 92189F486 | FLTR | VANECK ETF TRUST | $2.0M | 0.33% | 79,666 | Common | NONE |
| 315912808 | ONEQ | FIDELITY COMWLTH TR | $1.7M | 0.28% | 22,850 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.7M | 0.27% | 3,094 | Common | NONE |
| 78464A649 | SPAB | SPDR SER TR | $1.4M | 0.24% | 57,894 | Common | NONE |
| 83304A106 | SNAP | SNAP INC | $1.4M | 0.23% | 131,900 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $1.4M | 0.23% | 2,355 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.22% | 2 | Common | NONE |
| 37954Y715 | BOTZ | GLOBAL X FDS | $1.3M | 0.21% | 40,924 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $1.3M | 0.21% | 4,689 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $1.3M | 0.20% | 6,569 | Common | NONE |
| 922908652 | VXF | VANGUARD INDEX FDS | $1.3M | 0.20% | 6,583 | Common | NONE |
| 33733E302 | FDN | FIRST TR EXCHANGE-TRADED FD | $1.2M | 0.20% | 5,032 | Common | NONE |
| 46137V308 | PKW | INVESCO EXCHANGE TRADED FD T | $1.1M | 0.18% | 9,523 | Common | NONE |
| 46429B697 | USMV | ISHARES TR | $998,444 | 0.16% | 11,245 | Common | NONE |
| 46434V407 | SHYG | ISHARES TR | $991,109 | 0.16% | 23,260 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $990,972 | 0.16% | 9,212 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $925,937 | 0.15% | 6,089 | Common | NONE |
| 72201R635 | MINO | PIMCO ETF TR | $921,792 | 0.15% | 20,457 | Common | NONE |
| 92206C565 | BNDW | VANGUARD SCOTTSDALE FDS | $900,054 | 0.15% | 13,199 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $891,864 | 0.15% | 15,535 | Common | NONE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $890,536 | 0.15% | 751 | Common | NONE |
| 86280R803 | SSUS | STRATEGY SHS | $873,626 | 0.14% | 20,766 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $860,423 | 0.14% | 4,842 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $852,291 | 0.14% | 4,786 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $813,799 | 0.13% | 3,361 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $789,874 | 0.13% | 4,740 | Common | NONE |
| 46435G425 | ESGU | ISHARES TR | $777,429 | 0.13% | 6,035 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $742,740 | 0.12% | 15,532 | Common | NONE |
| 78468R663 | BIL | SPDR SER TR | $736,560 | 0.12% | 8,056 | Common | NONE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $680,140 | 0.11% | 2,266 | Common | NONE |
| 233051200 | DBEF | DBX ETF TR | $673,164 | 0.11% | 16,260 | Common | NONE |
| 464287499 | IWR | ISHARES TR | $672,901 | 0.11% | 7,612 | Common | NONE |
| 97717W406 | AIVL | WISDOMTREE TR | $651,902 | 0.11% | 6,120 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $614,977 | 0.10% | 2,122 | Common | NONE |
| 72201R866 | MUNI | PIMCO ETF TR | $612,845 | 0.10% | 11,847 | Common | NONE |
| 74834L100 | DGX | QUEST DIAGNOSTICS INC | $603,440 | 0.10% | 4,000 | Common | NONE |
| 33738D101 | EMLP | FIRST TR EXCHANGE-TRADED FD | $591,362 | 0.10% | 16,588 | Common | NONE |
| 81369Y407 | XLY | SELECT SECTOR SPDR TR | $583,759 | 0.10% | 2,602 | Common | NONE |
| 78464A805 | SPTM | SPDR SER TR | $570,297 | 0.09% | 7,984 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $568,088 | 0.09% | 2,571 | Common | NONE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $539,387 | 0.09% | 1,934 | Common | NONE |
| 46429B267 | GOVT | ISHARES TR | $538,996 | 0.09% | 23,455 | Common | NONE |
| 381430107 | GSIE | GOLDMAN SACHS ETF TR | $537,774 | 0.09% | 16,130 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $495,496 | 0.08% | 6,912 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $494,282 | 0.08% | 2,062 | Common | NONE |
| 81369Y852 | XLC | SELECT SECTOR SPDR TR | $466,140 | 0.08% | 4,815 | Common | NONE |
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $460,946 | 0.08% | 13,326 | Common | NONE |
| 81762P102 | NOW | SERVICENOW INC | $446,311 | 0.07% | 421 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $442,858 | 0.07% | 3,058 | Common | NONE |
| 389637109 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $442,788 | 0.07% | 5,982 | Common | NONE |
| 921935706 | VFQY | VANGUARD WELLINGTON FD | $440,845 | 0.07% | 3,129 | Common | NONE |
| 78464A854 | SPYM | SPDR SER TR | $422,878 | 0.07% | 6,134 | Common | NONE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $418,188 | 0.07% | 16,190 | Common | NONE |
| 46434V290 | SMLF | ISHARES TR | $396,968 | 0.06% | 5,881 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $392,312 | 0.06% | 1,353 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $381,763 | 0.06% | 725 | Common | NONE |
| 92826C839 | V | VISA INC | $377,467 | 0.06% | 1,194 | Common | NONE |
| 237194105 | DRI | DARDEN RESTAURANTS INC | $371,700 | 0.06% | 1,991 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $369,602 | 0.06% | 3,715 | Common | NONE |
| 81369Y704 | XLI | SELECT SECTOR SPDR TR | $360,364 | 0.06% | 2,735 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $354,006 | 0.06% | 2,091 | Common | NONE |
| 922908512 | VOE | VANGUARD INDEX FDS | $346,026 | 0.06% | 2,139 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $341,922 | 0.06% | 879 | Common | NONE |
| 33733E203 | FBT | FIRST TR EXCHANGE-TRADED FD | $322,115 | 0.05% | 1,938 | Common | NONE |
| V7780T103 | RCL | ROYAL CARIBBEAN GROUP | $320,198 | 0.05% | 1,388 | Common | NONE |
| 316092824 | FDLO | FIDELITY COVINGTON TRUST | $313,190 | 0.05% | 5,169 | Common | NONE |
| 85207K107 | PSLV | SPROTT PHYSICAL SILVER TR | $300,897 | 0.05% | 31,181 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $298,680 | 0.05% | 6,796 | Common | NONE |
| 33734X176 | FXL | FIRST TR EXCHANGE TRADED FD | $294,129 | 0.05% | 1,980 | Common | NONE |
| 337345102 | QTEC | FIRST TR NASDAQ 100 TECH IND | $285,244 | 0.05% | 1,515 | Common | NONE |
| 46432F396 | MTUM | ISHARES TR | $284,515 | 0.05% | 1,375 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $282,769 | 0.05% | 2,539 | Common | NONE |
| 46434V613 | IUSB | ISHARES TR | $278,929 | 0.05% | 6,171 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $274,113 | 0.04% | 3,795 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $265,759 | 0.04% | 1,341 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $263,034 | 0.04% | 1,912 | Common | NONE |
| 922042866 | VPL | VANGUARD INTL EQUITY INDEX F | $260,220 | 0.04% | 3,663 | Common | NONE |
| 464288620 | USIG | ISHARES TR | $250,495 | 0.04% | 4,982 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $249,775 | 0.04% | 3,554 | Common | NONE |
| 931142103 | WMT | WALMART INC | $249,366 | 0.04% | 2,760 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $243,469 | 0.04% | 3,911 | Common | NONE |
| 92189H748 | CLOI | VANECK ETF TRUST | $242,636 | 0.04% | 4,598 | Common | NONE |
| 33738R118 | TDIV | FIRST TR EXCHANGE-TRADED FD | $232,163 | 0.04% | 2,959 | Common | NONE |
| 594972408 | MSTR | MICROSTRATEGY INC | $231,696 | 0.04% | 800 | Common | NONE |
| 81369Y308 | XLP | SELECT SECTOR SPDR TR | $230,013 | 0.04% | 2,926 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $229,155 | 0.04% | 453 | Common | NONE |
| 46435G219 | IGEB | ISHARES TR | $228,676 | 0.04% | 5,155 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $228,327 | 0.04% | 4,533 | Common | NONE |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $228,298 | 0.04% | 3,924 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $222,778 | 0.04% | 1,329 | Common | NONE |
| 443573100 | HUBS | HUBSPOT INC | $220,179 | 0.04% | 316 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $220,057 | 0.04% | 423 | Common | NONE |
| 46434V738 | IEUR | ISHARES TR | $216,136 | 0.04% | 4,004 | Common | NONE |
| 37954Y673 | PAVE | GLOBAL X FDS | $210,900 | 0.03% | 5,219 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $210,658 | 0.03% | 1,744 | Common | NONE |
| 00162Q452 | AMLP | ALPS ETF TR | $206,366 | 0.03% | 4,285 | Common | NONE |
| 922042718 | VSS | VANGUARD INTL EQUITY INDEX F | $206,181 | 0.03% | 1,801 | Common | NONE |
| 760759100 | RSG | REPUBLIC SVCS INC | $205,606 | 0.03% | 1,022 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $205,331 | 0.03% | 2,119 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $200,188 | 0.03% | 542 | Common | NONE |
| 433921103 | HIVE | HIVE DIGITAL TECHNOLOGIES LT | $28,523 | 0.00% | 10,008 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.