Destiny Wealth Partners, LLC
Q1 2025 13F Holdings
- Locationtavares, FL
- Num holdings
162
- Value ($000)
$630,276
- Date Filed04/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $42.76 M | 7 % | 843,140 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $30.56 M | 5 % | 82,424 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $28.82 M | 5 % | 942,845 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $26.61 M | 4 % | 565,755 | ||
AMZN AMAZON COM INC | COM | 023135106 | $23.33 M | 4 % | 122,609 | ||
AAPL APPLE INC | COM | 037833100 | $15.88 M | 3 % | 71,486 | ||
SYK STRYKER CORPORATION | COM | 863667101 | $15.42 M | 2 % | 41,426 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $14.99 M | 2 % | 372,137 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $13.52 M | 2 % | 65,494 | ||
BXSL BLACKSTONE SECD LENDING FD | COMMON STOCK | 09261X102 | $12.75 M | 2 % | 393,983 |
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