Destiny Wealth Partners, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationtavares, FL
- CIK0001844369
- Alternate namesRWM Asset Management, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
167 | $612.18M | VUG, DFLV, JCPB, AMZN | 13F-HR | Jan 23, 2025 | 000184436925000001 | ||
162 | $570.23M | VUG, JCPB, DFLV, AMZN | 13F-HR | Oct 15, 2024 | 000184436924000006 | ||
154 | $556.47M | VUG, JCPB, DFLV, AMZN | 13F-HR | Jul 25, 2024 | 000184436924000005 | ||
157 | $557.97M | AMZN, DFAX, SYK, SHV | 13F-HR | Apr 9, 2024 | 000184436924000004 | ||
159 | $532.36M | AMZN, DFAX, VCLT, SHV | 13F-HR | Jan 19, 2024 | 000184436924000002 | ||
161 | $495.48M | DFAX, AMZN, LQD, VYM | 13F-HR | Oct 10, 2023 | 000184436923000005 | ||
168 | $522.50M | SRLN, DFAX, AMZN, LQD | 13F-HR | Jul 26, 2023 | 000184436923000003 | ||
185 | $483.37M | SRLN, DFAX, LQD, VYM | 13F-HR | Apr 26, 2023 | 000184436923000002 | ||
675 | $462.04M | SLQD, VYM, SHV, SHYG | 13F-HR | Jan 27, 2023 | 000184436923000001 | ||
586 | $445.25M | SLQD, STIP, SPSB, SRLN | 13F-HR | Oct 25, 2022 | 000184436922000004 | ||
614 | $453.88M | SLQD, STIP, SPSB, SRLN | 13F-HR | Jul 15, 2022 | 000184436922000003 | ||
539 | $513.87M | CMDY, SLQD, STIP, AMZN | 13F-HR | Apr 21, 2022 | 000184436922000002 | ||
551 | $518.90M | SLQD, STIP, SPDR SER TR, AMZN | 13F-HR | Jan 20, 2022 | 000184436922000001 | ||
522 | $498.21M | SLQD, PULS, STIP, SPSB | 13F-HR | Oct 28, 2021 | 000184436921000006 | ||
183 | $522.65M | SLQD, STIP, PULS, AMZN | 13F-HR | Jul 27, 2021 | 000184436921000003 | ||
547 | $479.31M | SLQD, STIP, PULS, SPSB | 13F-HR | Apr 22, 2021 | 000184436921000002 | ||
510 | $479.58M | LQD, GSY, SPSB, SCHP | 13F-HR | Feb 5, 2021 | 000184436921000001 |