Destiny-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ABBV",
  null,
  "GOOGL",
  "T",
  "AVGO",
  null,
  "AVEM",
  null,
  null,
  "DBEF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ARBE",
  null,
  null,
  "MCD",
  null,
  "GSIE",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  null,
  null,
  null,
  "ORLY",
  null,
  null,
  null,
  null,
  "PEP",
  null,
  "VGSH",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  null,
  "NVDA",
  "PLTR",
  null,
  "PG",
  "MRK",
  "MSTR",
  null,
  "DGX",
  "FNDX",
  "IEFA",
  null,
  null,
  null,
  "GLD",
  null,
  null,
  "RSG",
  "SPLG",
  null,
  "SYK",
  "UBER",
  "BIV",
  "VO",
  "VXF",
  "VV",
  "RCL",
  "VOE",
  null,
  "VWO",
  "VSS",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  null,
  "VYM",
  null,
  "SDY",
  "DRI",
  "IWR",
  null,
  null,
  "VIGI",
  "AMZN",
  "HCA",
  null,
  "VEU",
  "VPL",
  "VUG",
  "VEA",
  null,
  "MGK",
  null,
  "VGLT",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  null,
  null,
  null,
  null,
  "CRM",
  "SNAP",
  "RDDT",
  null,
  "MTUM",
  null,
  "ESGU",
  null,
  null,
  "BAC",
  "BRK-A",
  "BRK-B",
  "CVX",
  "KO",
  "CRWD",
  "DFAX",
  "DFAC",
  "USMV",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "TSLA",
  "NFLX",
  null,
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 162
Total Value: 630275532
Accession Number: 0001844369-25-000004
Form Type: 13F-HR
CIK: destiny-wealth-partners
Manager Name: Destiny-Wealth-Partners

Data Enrichment

55% identified

89 identified73 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

162 positions • $630.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46090F100

Shares:703.7K

Value:$9.6M

% of Portfolio:1.5% ($9.6M/$630.3M)

78464A763

SDY|78464A763

Shares:68.9K

Value:$9.3M

% of Portfolio:1.5% ($9.3M/$630.3M)

46435U853

Shares:249.5K

Value:$9.2M

% of Portfolio:1.5% ($9.2M/$630.3M)

33734X846

Shares:143.3K

Value:$9.0M

% of Portfolio:1.4% ($9.0M/$630.3M)

808524854

Shares:360.6K

Value:$9.0M

% of Portfolio:1.4% ($9.0M/$630.3M)

464287556

Shares:69.9K

Value:$8.9M

% of Portfolio:1.4% ($8.9M/$630.3M)

78467V608

Shares:212.7K

Value:$8.8M

% of Portfolio:1.4% ($8.8M/$630.3M)

25434V807

Shares:185.7K

Value:$7.3M

% of Portfolio:1.2% ($7.3M/$630.3M)

921946810

VIGI|921946810

Shares:87.6K

Value:$7.3M

% of Portfolio:1.2% ($7.3M/$630.3M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:15.3K

Value:$7.2M

% of Portfolio:1.1% ($7.2M/$630.3M)

46641Q332

Shares:119.3K

Value:$6.8M

% of Portfolio:1.1% ($6.8M/$630.3M)

921946406

VYM|921946406

Shares:49.8K

Value:$6.4M

% of Portfolio:1.0% ($6.4M/$630.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:39.1K

Value:$6.0M

% of Portfolio:1.0% ($6.0M/$630.3M)

NVIDIA CORP

NVDA|67066G104

Shares:55.4K

Value:$6.0M

% of Portfolio:1.0% ($6.0M/$630.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:10.7K

Value:$6.0M

% of Portfolio:0.9% ($6.0M/$630.3M)

921937819

BIV|921937819

Shares:75.1K

Value:$5.8M

% of Portfolio:0.9% ($5.8M/$630.3M)

92206C847

VGLT|92206C847

Shares:98.1K

Value:$5.7M

% of Portfolio:0.9% ($5.7M/$630.3M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:15.9K

Value:$5.6M

% of Portfolio:0.9% ($5.6M/$630.3M)

69344A107

Shares:111.9K

Value:$5.6M

% of Portfolio:0.9% ($5.6M/$630.3M)

Broadcom Inc.

AVGO|11135F101

Shares:33.0K

Value:$5.5M

% of Portfolio:0.9% ($5.5M/$630.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46090F100)✕	703.7K	QoQ NEW(+703.7K) YoY NEW(+703.7K)	All Managers (Combined)	$9.6M	1.5% ($9.6M/$630.3M)	QoQ NEW(+$9.6M) YoY NEW(+$9.6M)
(SDYcusip78464A763)	68.9K	QoQ +0.10% (+69) YoY -3.48% (-2.5K)	All Managers (Combined)	$9.3M	1.5% ($9.3M/$630.3M)	QoQ +2.81% (+$255.8K) YoY -0.21% (-$20.5K)
(cusip46435U853)✕	249.5K	QoQ +4.98% (+11.9K) YoY -4.36% (-11.4K)	All Managers (Combined)	$9.2M	1.5% ($9.2M/$630.3M)	QoQ +5.04% (+$441.2K) YoY -3.78% (-$361.8K)
(cusip33734X846)✕	143.3K	QoQ +6.18% (+8.3K) YoY -22.00% (-40.4K)	All Managers (Combined)	$9.0M	1.4% ($9.0M/$630.3M)	QoQ +5.43% (+$465.1K) YoY -12.86% (-$1.3M)
(cusip808524854)✕	360.6K	QoQ NEW(+360.6K) YoY NEW(+360.6K)	All Managers (Combined)	$9.0M	1.4% ($9.0M/$630.3M)	QoQ NEW(+$9.0M) YoY NEW(+$9.0M)
(cusip464287556)✕	69.9K	QoQ +6.65% (+4.4K) YoY +4.47% (-3.0K)	All Managers (Combined)	$8.9M	1.4% ($8.9M/$630.3M)	QoQ +3.17% (+$275.0K) YoY -2.61% (-$240.3K)
(cusip78467V608)✕	212.7K	QoQ +5.13% (+10.4K) YoY -2.60% (-5.7K)	All Managers (Combined)	$8.8M	1.4% ($8.8M/$630.3M)	QoQ +3.62% (+$306.3K) YoY -4.87% (-$448.5K)
(cusip25434V807)✕	185.7K	QoQ -10.42% (-21.6K) YoY -4.57% (-8.9K)	All Managers (Combined)	$7.3M	1.2% ($7.3M/$630.3M)	QoQ -0.62% (-$46.0K) YoY +2.19% (-$157.1K)
(VIGIcusip921946810)	87.6K	QoQ -14.85% (-15.3K) YoY -6.65% (-6.2K)	All Managers (Combined)	$7.3M	1.2% ($7.3M/$630.3M)	QoQ -11.71% (-$964.8K) YoY -5.03% (-$385.5K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	15.3K	QoQ -2.95% (-465) YoY +6.95% (+994)	All Managers (Combined)	$7.2M	1.1% ($7.2M/$630.3M)	QoQ -10.98% (-$884.2K) YoY +12.96% (+$822.1K)
(cusip46641Q332)✕	119.3K	QoQ +4.32% (+4.9K) YoY +14.58% (+15.2K)	All Managers (Combined)	$6.8M	1.1% ($6.8M/$630.3M)	QoQ +3.61% (+$238.0K) YoY +13.15% (+$793.0K)
(VYMcusip921946406)	49.8K	QoQ -2.87% (-1.5K) YoY -66.85% (-100.5K)	All Managers (Combined)	$6.4M	1.0% ($6.4M/$630.3M)	QoQ -1.83% (-$120.0K) YoY -64.66% (-$11.8M)
Alphabet Inc.(GOOGLcusip02079K305)	39.1K	QoQ +5.61% (-2.1K) YoY -18.05% (-8.6K)	All Managers (Combined)	$6.0M	1.0% ($6.0M/$630.3M)	QoQ -13.72% (-$960.9K) YoY -16.03% (-$1.2M)
NVIDIA CORP(NVDAcusip67066G104)	55.4K	QoQ +25.08% (+11.1K) YoY +4716.42% (+54.3K)	All Managers (Combined)	$6.0M	1.0% ($6.0M/$630.3M)	QoQ +0.95% (+$56.8K) YoY +477.71% (+$5.0M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	10.7K	QoQ -8.61% (-1.0K) YoY +5.66% (+573)	All Managers (Combined)	$6.0M	0.9% ($6.0M/$630.3M)	QoQ -12.78% (-$876.0K) YoY +13.00% (+$687.9K)
(BIVcusip921937819)	75.1K	QoQ -4.83% (-3.8K) YoY NEW(+75.1K)	All Managers (Combined)	$5.8M	0.9% ($5.8M/$630.3M)	QoQ -2.48% (-$146.8K) YoY NEW(+$5.8M)
(VGLTcusip92206C847)	98.1K	QoQ NEW(+98.1K) YoY NEW(+98.1K)	All Managers (Combined)	$5.7M	0.9% ($5.7M/$630.3M)	QoQ NEW(+$5.7M) YoY NEW(+$5.7M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	15.9K	QoQ +3.58% (+552) YoY NEW(+15.9K)	All Managers (Combined)	$5.6M	0.9% ($5.6M/$630.3M)	QoQ +6.74% (+$355.0K) YoY NEW(+$5.6M)
(cusip69344A107)✕	111.9K	QoQ +8.19% (+8.5K) YoY NEW(+111.9K)	All Managers (Combined)	$5.6M	0.9% ($5.6M/$630.3M)	QoQ +8.58% (+$440.0K) YoY NEW(+$5.6M)
Broadcom Inc.(AVGOcusip11135F101)	33.0K	QoQ +22.25% (-6.0K) YoY +16330.84% (+32.8K)	All Managers (Combined)	$5.5M	0.9% ($5.5M/$630.3M)	QoQ -11.70% (-$733.2K) YoY +1975.58% (+$5.3M)