Investor

Destiny Wealth Partners, LLC

Portfolio Total Value

$635,360,000.00

Number of Stocks

170

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
VUG $30,274,000.0 5.08%
Added 0.16%
73,761 $410.44 $86.98
Reduced 78.81%
$317.59 $428.69
$27,685,000.0 4.65%
Added 8.51%
921,918 $30.03 $nan
Reduced nan%
$nan $nan
JCPB $26,399,000.0 4.43%
Added 4.42%
573,038 $46.07 $46.87
Added 1.74%
$45.19 $48.54
AMZN $26,060,000.0 4.37%
Added 1.58%
118,787 $219.39 $244.39
Added 11.4%
$151.61 $235.44
DFAX $18,316,000.0 3.07%
Added 3.08%
736,804 $24.86 $37.94
Added 52.61%
$23.68 $27.33
AAPL $17,571,000.0 2.95%
Added 3.81%
70,169 $250.42 $298.01
Added 19.0%
$164.08 $260.1
SYK $14,944,000.0 2.51%
Added 0.95%
41,507 $360.05 $307.8
Reduced 14.51%
$307.23 $398.2
XLK $14,749,000.0 2.48%
Added 0.47%
63,433 $232.52 $191.44
Reduced 17.67%
$190.75 $241.88
TOTL $14,123,000.0 2.37%
Added 9.5%
358,562 $39.39 $39.36
Reduced 0.08%
$38.37 $41.69
GIGB $11,831,000.0 2.1%
No Change
250,028 $47.32 $45.88
Reduced 3.04%
$44.16 $47.65
BXSL $12,337,000.0 2.07%
Added 3.77%
381,859 $32.31 $23.61
Reduced 26.93%
$27.76 $33.48
ANGL $12,362,000.0 2.07%
Added 7.34%
431,212 $28.67 $29.18
Added 1.78%
$26.98 $29.47
SCHI $12,252,000.0 2.06%
No Change
555,188 $22.07 $22.59
Added 2.36%
$21.5 $45.7
MSFT $11,844,000.0 1.99%
Added 4.34%
28,102 $421.5 $379.4
Reduced 9.99%
$385.58 $468.35
JAAA $11,799,000.0 1.98%
Added 11.74%
232,688 $50.71 $50.64
Reduced 0.14%
$49.87 $50.99
XLF $11,814,000.0 1.98%
Added 0.72%
244,448 $48.33 $53.57
Added 10.84%
$38.25 $51.62
VIG $11,405,000.0 1.91%
Added 0.01%
58,242 $195.83 $235.19
Added 20.1%
$172.3 $205.2
VIS $10,715,000.0 1.9%
No Change
41,201 $260.07 $353.56
Added 35.95%
$216.6 $280.63
JBBB $11,228,000.0 1.88%
Added 6.04%
228,416 $49.16 $47.4
Reduced 3.58%
$48.12 $49.49
FCOM $10,500,000.0 1.76%
No Change
178,885 $58.7 $70.39
Added 19.91%
$46.22 $62.11
AVEM $9,520,000.0 1.6%
Added 2.13%
161,940 $58.79 $99.71
Added 69.6%
$54.33 $66.31
SDY $9,091,000.0 1.53%
Reduced 0.01%
68,819 $132.1 $150.5
Added 13.93%
$121.52 $144.45
USHY $8,743,000.0 1.47%
Added 1.81%
237,646 $36.79 $37.01
Added 0.6%
$35.55 $37.72
IBB $8,660,000.0 1.45%
Added 3.91%
65,507 $132.21 $173.64
Added 31.34%
$123.6 $150.57
CIBR $8,560,000.0 1.44%
Added 2.2%
134,912 $63.45 $84.54
Added 33.24%
$50.53 $67.1
SRLN $8,443,000.0 1.42%
Added 2.54%
202,345 $41.73 $40.38
Reduced 3.24%
$40.71 $42.13
BRK.B $8,261,000.0 1.39%
Added 1.79%
18,225 $453.28 $nan
Reduced nan%
$nan $nan
VIGI $8,233,000.0 1.38%
Reduced 1.96%
102,927 $79.99 $93.21
Added 16.53%
$77.28 $89.09
QQQ $8,048,000.0 1.35%
Added 17.97%
15,744 $511.24 $740.62
Added 44.87%
$413.07 $539.15
DFIV $7,354,000.0 1.23%
Added 2.94%
207,293 $35.48 $55.32
Added 55.92%
$33.22 $38.52
MLPX $7,343,000.0 1.23%
Reduced 9.7%
121,262 $60.56 $72.25
Added 19.3%
$43.12 $67.47
GOOGL $7,003,000.0 1.18%
Added 6.64%
36,995 $189.3 $368.03
Added 94.42%
$130.67 $202.29
SPY $6,854,000.0 1.15%
Added 12.03%
11,695 $586.08 $746.74
Added 27.41%
$482.86 $609.07
VYM $6,547,000.0 1.1%
Reduced 1.67%
51,314 $127.59 $158.21
Added 24.0%
$111.31 $135.07
JEPI $6,581,000.0 1.1%
Added 4.95%
114,399 $57.53 $56.1
Reduced 2.49%
$54.77 $60.88
AVIG $6,046,000.0 1.07%
No Change
142,243 $42.51 $41.34
Reduced 2.75%
$39.91 $42.76
AVGO $6,262,000.0 1.05%
Added 1211.31%
27,013 $231.84 $411.35
Added 77.43%
$117.43 $251.88
NVDA $5,951,000.0 1.0%
Added 209.01%
44,318 $134.29 $210.69
Added 56.89%
$59.94 $153.13
BIV $5,900,000.0 0.99%
No Change
78,955 $74.73 $76.53
Added 2.41%
$72.95 $78.89
VWOB $5,603,000.0 0.94%
Added 6.65%
88,734 $63.15 $67.44
Added 6.79%
$61.48 $66.65
VO $5,416,000.0 0.91%
Added 2.13%
20,505 $264.13 $80.1
Reduced 69.67%
$228.17 $285.6
CRWD $5,267,000.0 0.88%
Added 1.26%
15,394 $342.16 $684.86
Added 100.16%
$200.81 $398.33
VT $5,117,000.0 0.86%
Reduced 2.71%
43,562 $117.48 $157.66
Added 34.2%
$102.84 $123.64
PULS $5,123,000.0 0.86%
No Change
103,391 $49.55 $49.65
Added 0.2%
$49.43 $49.81
SHV $4,809,000.0 0.85%
No Change
43,475 $110.63 $110.26
Reduced 0.33%
$109.91 $110.64
GEM $4,883,000.0 0.82%
Added 1.4%
152,987 $31.92 $53.81
Added 68.58%
$29.36 $36.16
VCLT $4,910,000.0 0.82%
Added 1.79%
65,666 $74.78 $75.4
Added 0.83%
$72.86 $82.63
XT $4,810,000.0 0.81%
Added 0.89%
80,624 $59.66 $82.26
Added 37.88%
$53.0 $63.37
EMTL $4,683,000.0 0.79%
Added 2.06%
111,234 $42.1 $42.79
Added 1.64%
$41.5 $43.54
FB $4,333,000.0 0.73%
Added 1.66%
7,401 $585.52 $44.64
Reduced 92.38%
$0.0 $0.0
NFLX $4,207,000.0 0.71%
Reduced 0.38%
4,721 $891.32 $77.38
Reduced 91.32%
$537.07 $941.75
CGGR $4,183,000.0 0.7%
Added 2.74%
112,549 $37.17 $46.96
Added 26.34%
$28.79 $39.44
JMBS $4,121,000.0 0.69%
Added 2.48%
93,289 $44.18 $45.08
Added 2.04%
$43.4 $47.06
MOAT $4,054,000.0 0.68%
Added 2.85%
43,722 $92.72 $102.12
Added 10.14%
$83.24 $99.06
TSLA $3,815,000.0 0.64%
Added 531.62%
9,449 $403.84 $400.49
Reduced 0.83%
$138.8 $488.54
CRM $3,695,000.0 0.62%
Reduced 1.35%
11,053 $334.33 $151.78
Reduced 54.6%
$212.0 $369.0
ONEV $3,418,000.0 0.57%
Added 0.44%
27,246 $125.47 $141.45
Added 12.74%
$113.15 $135.8
UBER $3,268,000.0 0.55%
Added 4.26%
54,193 $60.32 $71.64
Added 18.77%
$54.84 $87.0
AVDV $3,255,000.0 0.55%
Added 1.74%
50,025 $65.08 $106.72
Added 63.98%
$59.95 $71.31
PLTR $3,233,000.0 0.54%
No Change
42,750 $75.63 $128.47
Added 69.87%
$16.03 $84.8
JPXN $2,780,000.0 0.49%
No Change
36,323 $76.55 $101.73
Added 32.89%
$64.09 $78.24
SPGM $2,860,000.0 0.48%
Added 3.28%
45,168 $63.33 $86.08
Added 35.92%
$55.46 $66.88
GLIN $2,645,000.0 0.44%
Added 3.97%
53,796 $49.18 $46.81
Reduced 4.82%
$44.44 $55.5
DRIV $2,470,000.0 0.44%
No Change
105,212 $23.48 $40.12
Added 70.87%
$20.13 $25.46
VB $2,517,000.0 0.42%
Added 9.09%
10,479 $240.29 $296.51
Added 23.4%
$205.93 $263.35
LMBS $2,460,000.0 0.41%
Added 6.05%
50,554 $48.67 $49.85
Added 2.42%
$45.06 $51.49
SPSB $2,382,000.0 0.4%
No Change
79,791 $29.86 $29.96
Added 0.33%
$29.46 $30.31
FLOT $2,255,000.0 0.38%
Added 7.17%
44,338 $50.88 $51.0
Added 0.24%
$50.28 $51.16
VTIP $2,206,000.0 0.37%
Added 1.29%
45,564 $48.42 $50.19
Added 3.66%
$47.37 $49.41
ITOT $2,112,000.0 0.35%
Added 2.09%
16,425 $128.62 $163.85
Added 27.39%
$106.31 $134.51
FLTR $2,027,000.0 0.34%
Added 1.67%
79,666 $25.45 $25.56
Added 0.43%
$25.0 $25.54
ONEQ $1,737,000.0 0.29%
No Change
22,850 $76.06 $104.25
Added 37.06%
$59.71 $79.75
VOO $1,667,000.0 0.28%
No Change
3,094 $538.81 $688.11
Added 27.71%
$443.75 $559.96
SPAB $1,446,000.0 0.24%
No Change
57,894 $24.99 $25.5
Added 2.04%
$24.49 $26.35
SNAP $1,420,000.0 0.24%
Reduced 2.17%
131,900 $10.77 $4.66
Reduced 56.73%
$8.29 $17.5
IVV $1,386,000.0 0.23%
Added 1.73%
2,355 $588.68 $750.11
Added 27.42%
$485.19 $612.09
BOTZ $1,307,000.0 0.22%
Reduced 0.83%
40,924 $31.95 $38.37
Added 20.09%
$26.6 $34.27
FDN $1,223,000.0 0.21%
Added 0.92%
5,032 $243.17 $265.68
Added 9.26%
$177.2 $257.87
GOOG $1,251,000.0 0.21%
Reduced 2.19%
6,569 $190.44 $367.46
Added 92.95%
$131.55 $203.84
VV $1,264,000.0 0.21%
No Change
4,689 $269.7 $345.0
Added 27.92%
$221.94 $280.79
VXF $1,250,000.0 0.21%
No Change
6,583 $189.98 $241.07
Added 26.89%
$159.19 $207.77
PKW $1,096,000.0 0.18%
Reduced 3.14%
9,523 $115.13 $138.09
Added 19.94%
$98.73 $125.31
XOM $990,000.0 0.17%
Added 0.43%
9,212 $107.57 $137.81
Added 28.11%
$97.74 $126.34
USMV $998,000.0 0.17%
Reduced 2.54%
11,245 $88.79 $94.24
Added 6.14%
$79.31 $94.83
SHYG $991,000.0 0.17%
Reduced 1.24%
23,260 $42.61 $42.43
Reduced 0.42%
$41.6 $43.45
PEP $925,000.0 0.16%
Reduced 0.93%
6,089 $152.07 $142.02
Reduced 6.61%
$141.51 $183.41
VEU $891,000.0 0.15%
No Change
15,535 $57.41 $84.92
Added 47.92%
$54.86 $63.81
ORLY $890,000.0 0.15%
No Change
751 $1,185.8 $86.84
Reduced 92.68%
$947.49 $1,283.96
SSUS $873,000.0 0.15%
No Change
20,766 $42.07 $55.4
Added 31.69%
$35.92 $44.15
MINO $921,000.0 0.15%
Added 1.23%
20,457 $45.06 $45.6
Added 1.2%
$44.12 $51.82
BNDW $900,000.0 0.15%
Added 5.45%
13,199 $68.19 $68.41
Added 0.32%
$66.88 $70.9
ABBV $860,000.0 0.14%
Reduced 0.51%
4,842 $177.7 $216.49
Added 21.83%
$153.58 $207.32
QUAL $852,000.0 0.14%
Added 5.67%
4,786 $178.08 $215.89
Added 21.23%
$150.47 $187.26
GLD $813,000.0 0.14%
Added 5.66%
3,361 $242.13 $387.12
Added 59.88%
$183.78 $257.71
ESGU $777,000.0 0.13%
Reduced 1.63%
6,035 $128.82 $163.23
Added 26.71%
$106.3 $134.27
ORCL $789,000.0 0.13%
No Change
4,740 $166.64 $184.29
Added 10.59%
$106.51 $198.31
VEA $742,000.0 0.12%
Added 4.6%
15,532 $47.82 $72.31
Added 51.21%
$46.72 $53.4
BIL $736,000.0 0.12%
Added 42.86%
8,056 $91.43 $91.57
Added 0.15%
$91.29 $91.83
HCA $680,000.0 0.11%
Reduced 0.96%
2,266 $300.15 $375.17
Added 24.99%
$278.68 $417.14
AIVL $651,000.0 0.11%
No Change
6,120 $106.52 $128.88
Added 20.99%
$94.28 $114.84
DBEF $673,000.0 0.11%
No Change
16,260 $41.4 $54.7
Added 32.13%
$37.39 $43.01
IWR $672,000.0 0.11%
Added 19.63%
7,612 $88.4 $108.54
Added 22.78%
$76.26 $96.01
DGX $603,000.0 0.1%
No Change
4,000 $150.86 $195.0
Added 29.26%
$123.04 $165.32
XLY $583,000.0 0.1%
Added 1.84%
2,602 $224.35 $117.16
Reduced 47.78%
$166.48 $240.28
MUNI $612,000.0 0.1%
Added 1.24%
11,847 $51.73 $52.49
Added 1.47%
$51.3 $53.0
EMLP $591,000.0 0.1%
No Change
16,588 $35.65 $42.96
Added 20.5%
$26.76 $38.3
VTI $614,000.0 0.1%
Added 44.35%
2,122 $289.81 $369.99
Added 27.67%
$239.86 $302.95
SPTM $570,000.0 0.1%
No Change
7,984 $71.43 $90.91
Added 27.27%
$59.17 $74.44
IWM $568,000.0 0.1%
Added 24.08%
2,571 $220.96 $295.59
Added 33.78%
$190.06 $244.98
GOVT $538,000.0 0.09%
Reduced 2.39%
23,455 $22.98 $22.75
Reduced 1.0%
$22.08 $23.69
GSIE $537,000.0 0.09%
No Change
16,130 $33.34 $46.32
Added 38.93%
$32.02 $36.54
MAR $539,000.0 0.09%
Added 0.31%
1,934 $278.9 $396.2
Added 42.06%
$204.55 $295.45
JPM $494,000.0 0.08%
Added 5.96%
2,062 $239.71 $325.22
Added 35.67%
$168.86 $264.25
XLC $466,000.0 0.08%
No Change
4,815 $96.81 $109.45
Added 13.06%
$75.84 $102.67
DFAC $460,000.0 0.08%
No Change
13,326 $34.59 $44.2
Added 27.78%
$29.24 $36.66
NEE $495,000.0 0.08%
Reduced 0.79%
6,912 $71.69 $86.75
Added 21.01%
$53.95 $86.1
VFQY $440,000.0 0.07%
No Change
3,129 $140.89 $167.49
Added 18.88%
$125.55 $150.37
CVX $442,000.0 0.07%
Reduced 0.26%
3,058 $144.82 $173.63
Added 19.89%
$135.37 $167.11
NOW $446,000.0 0.07%
Added 17.27%
421 $1,060.12 $95.04
Reduced 91.03%
$637.99 $1,157.9
SCHP $418,000.0 0.07%
Added 100.0%
16,190 $25.83 $26.49
Added 2.56%
$25.46 $53.11
SPLG $422,000.0 0.07%
No Change
6,134 $68.94 $80.0
Added 16.04%
$56.8 $71.65
MCD $392,000.0 0.07%
Reduced 3.29%
1,353 $289.96 $278.61
Reduced 3.91%
$243.53 $317.9
SMLF $396,000.0 0.07%
Reduced 6.08%
5,881 $67.5 $87.04
Added 28.95%
$57.14 $74.69
VTV $354,000.0 0.06%
Added 25.06%
2,091 $169.3 $216.5
Added 27.88%
$149.62 $182.38
HD $341,000.0 0.06%
Added 2.33%
879 $388.99 $334.28
Reduced 14.06%
$323.77 $439.37
MA $381,000.0 0.06%
No Change
725 $526.57 $489.79
Reduced 6.98%
$428.86 $537.7
MRK $369,000.0 0.06%
Added 56.95%
3,715 $99.49 $113.87
Added 14.45%
$94.48 $134.63
VOE $346,000.0 0.06%
No Change
2,139 $161.77 $195.87
Added 21.08%
$141.68 $176.83
XLI $360,000.0 0.06%
Added 2.9%
2,735 $131.76 $180.91
Added 37.3%
$112.47 $144.51
V $377,000.0 0.06%
Added 12.75%
1,194 $316.14 $327.24
Added 3.51%
$252.7 $325.74
DRI $371,000.0 0.06%
Reduced 7.01%
1,991 $186.69 $213.45
Added 14.33%
$135.87 $189.18
IUSB $278,000.0 0.05%
Reduced 6.73%
6,171 $45.2 $46.12
Added 2.04%
$44.21 $47.44
FXL $294,000.0 0.05%
No Change
1,980 $148.55 $213.89
Added 43.99%
$118.92 $158.51
RCL $320,000.0 0.05%
Added 0.36%
1,388 $230.69 $312.51
Added 35.47%
$113.1 $258.7
BAC $298,000.0 0.05%
Added 1.46%
6,796 $43.95 $56.2
Added 27.87%
$32.35 $48.08
FDLO $313,000.0 0.05%
No Change
5,169 $60.59 $68.24
Added 12.63%
$53.62 $63.19
DIS $282,000.0 0.05%
Reduced 4.55%
2,539 $111.37 $103.89
Reduced 6.72%
$83.91 $123.74
FBT $322,000.0 0.05%
No Change
1,938 $166.21 $228.85
Added 37.69%
$140.36 $179.67
PSLV $300,000.0 0.05%
Added 6.46%
31,181 $9.65 $21.0
Added 117.62%
$7.4 $11.77
LRCX $306,000.0 0.05%
No Change
375 $816.08 $389.04
Reduced 52.33%
$68.87 $113.0
MTUM $284,000.0 0.05%
Reduced 9.6%
1,375 $206.92 $338.52
Added 63.6%
$165.55 $222.78
QTEC $285,000.0 0.05%
No Change
1,515 $188.28 $335.18
Added 78.02%
$164.27 $206.52
PAVE $210,000.0 0.04%
No Change
5,219 $40.41 $58.56
Added 44.91%
$33.72 $46.18
WMT $249,000.0 0.04%
Reduced 2.02%
2,760 $90.35 $117.18
Added 29.7%
$53.44 $96.18
BAH $246,000.0 0.04%
No Change
1,512 $162.76 $66.36
Reduced 59.23%
$127.09 $190.59
AMD $210,000.0 0.04%
Added 27.49%
1,744 $120.79 $537.37
Added 344.88%
$114.41 $227.3
IEFA $249,000.0 0.04%
Added 29.66%
3,554 $70.28 $97.29
Added 38.43%
$68.74 $78.83
PG $222,000.0 0.04%
Added 0.91%
1,329 $167.63 $150.38
Reduced 10.29%
$152.06 $180.43
MSTR $231,000.0 0.04%
No Change
800 $289.62 $112.53
Reduced 61.15%
$44.51 $543.0
HUBS $220,000.0 0.04%
No Change
316 $696.77 $176.03
Reduced 74.74%
$434.84 $762.47
IGEB $228,000.0 0.04%
No Change
5,155 $44.36 $45.02
Added 1.49%
$43.28 $46.76
IEUR $216,000.0 0.04%
No Change
4,004 $53.98 $74.7
Added 38.38%
$53.26 $61.81
JPST $228,000.0 0.04%
No Change
4,533 $50.37 $50.5
Added 0.26%
$50.2 $50.75
KO $243,000.0 0.04%
Reduced 1.86%
3,911 $62.25 $79.39
Added 27.53%
$57.93 $73.53
XLP $230,000.0 0.04%
No Change
2,926 $78.61 $83.3
Added 5.97%
$71.57 $84.53
WBND $201,000.0 0.04%
No Change
9,723 $20.77 $20.17
Reduced 2.89%
$19.1 $20.98
UNH $229,000.0 0.04%
Added 0.44%
453 $505.86 $400.96
Reduced 20.74%
$436.38 $630.73
VPL $260,000.0 0.04%
No Change
3,663 $71.04 $120.35
Added 69.41%
$67.57 $79.75
TMO $220,000.0 0.04%
No Change
423 $520.23 $464.61
Reduced 10.69%
$493.3 $627.88
TDIV $232,000.0 0.04%
No Change
2,959 $78.46 $117.88
Added 50.24%
$65.07 $82.43
USIG $250,000.0 0.04%
No Change
4,982 $50.28 $51.23
Added 1.89%
$49.08 $52.94
VBR $265,000.0 0.04%
Added 12.69%
1,341 $198.18 $238.4
Added 20.29%
$173.32 $219.01
XLV $263,000.0 0.04%
No Change
1,912 $137.57 $149.4
Added 8.6%
$135.95 $159.64
VWO $205,000.0 0.04%
No Change
4,303 $47.85 $60.77
Added 27.0%
$39.43 $49.57
VGSH $228,000.0 0.04%
No Change
3,924 $58.18 $58.12
Reduced 0.1%
$57.46 $59.13
AMLP $206,000.0 0.03%
No Change
4,285 $48.16 $50.67
Added 5.21%
$43.02 $52.81
AGG $205,000.0 0.03%
No Change
2,119 $96.9 $98.9
Added 2.06%
$94.85 $102.04
RSG $205,000.0 0.03%
Added 0.49%
1,022 $201.18 $204.94
Added 1.87%
$168.58 $220.58
TT $200,000.0 0.03%
Reduced 5.74%
542 $369.35 $483.4
Added 30.88%
$250.06 $422.0
VSS $206,000.0 0.03%
No Change
1,801 $114.48 $157.54
Added 37.61%
$109.16 $126.8