Destiny Wealth Partners, LLC
Q4 2024 13F Holdings
- Locationtavares, FL
- Num holdings
167
- Value ($000)
$612,176
- Date Filed01/23/2025
- Form type13F-HR
- CIK0001844369
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $30.27M | 5 % | 73,761 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $27.69M | 5 % | 921,918 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $26.40M | 4 % | 573,038 | ||
AMZN AMAZON COM INC | COM | 023135106 | $26.06M | 4 % | 118,787 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $18.32M | 3 % | 736,804 | ||
AAPL APPLE INC | COM | 037833100 | $17.57M | 3 % | 70,169 | ||
SYK STRYKER CORPORATION | COM | 863667101 | $14.94M | 2 % | 41,507 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $14.75M | 2 % | 63,433 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $14.12M | 2 % | 358,562 | ||
ANGL VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 | $12.36M | 2 % | 431,212 |
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