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

Page 3 of 9

Sort by:

922908629

VO|922908629

Shares:21.3K

Value:$5.5M

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

381430206

Shares:158.6K

Value:$5.3M

% of Portfolio:0.8% ($5.3M/$630.3M)

922042742

VT|922042742

Shares:43.3K

Value:$5.0M

% of Portfolio:0.8% ($5.0M/$630.3M)

78470P309

Shares:115.6K

Value:$5.0M

% of Portfolio:0.8% ($5.0M/$630.3M)

46434V381

Shares:83.5K

Value:$4.8M

% of Portfolio:0.8% ($4.8M/$630.3M)

NETFLIX INC

NFLX|64110L106

Shares:4.8K

Value:$4.5M

% of Portfolio:0.7% ($4.5M/$630.3M)

Meta Platforms, Inc.

META|30303M102

Shares:7.7K

Value:$4.4M

% of Portfolio:0.7% ($4.4M/$630.3M)

Reddit, Inc.

RDDT|75734B100

Shares:40.9K

Value:$4.3M

% of Portfolio:0.7% ($4.3M/$630.3M)

Uber Technologies, Inc

UBER|90353T100

Shares:57.5K

Value:$4.2M

% of Portfolio:0.7% ($4.2M/$630.3M)

92189F643

Shares:46.4K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$630.3M)

47103U852

Shares:90.1K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$630.3M)

14020G101

Shares:118.1K

Value:$4.0M

% of Portfolio:0.6% ($4.0M/$630.3M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:47.7K

Value:$4.0M

% of Portfolio:0.6% ($4.0M/$630.3M)

025072802

Shares:51.3K

Value:$3.6M

% of Portfolio:0.6% ($3.6M/$630.3M)

78468R754

Shares:27.6K

Value:$3.5M

% of Portfolio:0.6% ($3.5M/$630.3M)

46641Q118

Shares:62.2K

Value:$3.5M

% of Portfolio:0.6% ($3.5M/$630.3M)

78463X475

Shares:54.6K

Value:$3.4M

% of Portfolio:0.5% ($3.4M/$630.3M)

Salesforce, Inc.

CRM|79466L302

Shares:11.6K

Value:$3.1M

% of Portfolio:0.5% ($3.1M/$630.3M)

Tesla, Inc.

TSLA|88160R101

Shares:11.8K

Value:$3.1M

% of Portfolio:0.5% ($3.1M/$630.3M)

33739Q200

Shares:54.7K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$630.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOcusip922908629)	21.3K	QoQ +4.11% (+843) YoY +6.20% (+1.2K)	All Managers (Combined)	$5.5M	0.9% ($5.5M/$630.3M)	QoQ +1.93% (+$105.0K) YoY +9.92% (+$498.4K)
(cusip381430206)✕	158.6K	QoQ +3.69% (+5.6K) YoY -43.59% (-122.6K)	All Managers (Combined)	$5.3M	0.8% ($5.3M/$630.3M)	QoQ +7.78% (+$380.1K) YoY -40.28% (-$3.6M)
(VTcusip922042742)	43.3K	QoQ -0.56% (-244) YoY -4.26% (-1.9K)	All Managers (Combined)	$5.0M	0.8% ($5.0M/$630.3M)	QoQ -1.85% (-$94.9K) YoY +0.45% (-$22.8K)
(cusip78470P309)✕	115.6K	QoQ +3.93% (+4.4K) YoY NEW(+115.6K)	All Managers (Combined)	$5.0M	0.8% ($5.0M/$630.3M)	QoQ +6.39% (+$299.4K) YoY NEW(+$5.0M)
(cusip46434V381)✕	83.5K	QoQ +3.57% (-2.9K) YoY +0.34% (-283)	All Managers (Combined)	$4.8M	0.8% ($4.8M/$630.3M)	QoQ -0.07% (-$3.5K) YoY -3.12% (-$155.2K)
NETFLIX INC(NFLXcusip64110L106)	4.8K	QoQ +2.43% (+115) YoY -38.03% (-3.0K)	All Managers (Combined)	$4.5M	0.7% ($4.5M/$630.3M)	QoQ +7.17% (+$301.8K) YoY -4.86% (-$230.5K)
Meta Platforms, Inc.(METAcusip30303M102)	7.7K	QoQ +4.25% (+315) YoY NEW(+7.7K)	All Managers (Combined)	$4.4M	0.7% ($4.4M/$630.3M)	QoQ +2.62% (+$113.8K) YoY NEW(+$4.4M)
Reddit, Inc.(RDDTcusip75734B100)	40.9K	QoQ -35.39% (-22.4K) YoY NEW(+40.9K)	All Managers (Combined)	$4.3M	0.7% ($4.3M/$630.3M)	QoQ -58.53% (-$6.0M) YoY NEW(+$4.3M)
Uber Technologies, Inc(UBERcusip90353T100)	57.5K	QoQ +6.19% (+3.4K) YoY NEW(+57.5K)	All Managers (Combined)	$4.2M	0.7% ($4.2M/$630.3M)	QoQ +28.26% (+$924.1K) YoY NEW(+$4.2M)
(cusip92189F643)✕	46.4K	QoQ +6.22% (+2.7K) YoY +16.80% (+6.7K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$630.3M)	QoQ +0.81% (+$32.9K) YoY +14.33% (+$512.5K)
(cusip47103U852)✕	90.1K	QoQ -3.37% (-3.1K) YoY NEW(+90.1K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$630.3M)	QoQ -1.13% (-$47.0K) YoY NEW(+$4.1M)
(cusip14020G101)✕	118.1K	QoQ +4.88% (-5.5K) YoY -2.13% (-2.6K)	All Managers (Combined)	$4.0M	0.6% ($4.0M/$630.3M)	QoQ -3.35% (-$140.2K) YoY +4.77% (-$184.3K)
Palantir Technologies Inc.(PLTRcusip69608A108)	47.7K	QoQ +11.49% (+4.9K) YoY NEW(+47.7K)	All Managers (Combined)	$4.0M	0.6% ($4.0M/$630.3M)	QoQ +24.42% (+$789.7K) YoY NEW(+$4.0M)
(cusip025072802)✕	51.3K	QoQ +2.60% (+1.3K) YoY +8.39% (+4.0K)	All Managers (Combined)	$3.6M	0.6% ($3.6M/$630.3M)	QoQ +9.95% (+$324.1K) YoY +14.78% (+$461.0K)
(cusip78468R754)✕	27.6K	QoQ +1.13% (+310) YoY NEW(+27.6K)	All Managers (Combined)	$3.5M	0.6% ($3.5M/$630.3M)	QoQ +2.20% (+$75.3K) YoY NEW(+$3.5M)
(cusip46641Q118)✕	62.2K	QoQ +2.86% (-1.7K) YoY -46.03% (-53.1K)	All Managers (Combined)	$3.5M	0.6% ($3.5M/$630.3M)	QoQ -4.76% (-$174.5K) YoY -48.38% (-$3.3M)
(cusip78463X475)✕	54.6K	QoQ +20.87% (+9.4K) YoY +33.88% (+13.8K)	All Managers (Combined)	$3.4M	0.5% ($3.4M/$630.3M)	QoQ +19.14% (+$547.5K) YoY +40.02% (+$974.2K)
Salesforce, Inc.(CRMcusip79466L302)	11.6K	QoQ +5.13% (-568) YoY NEW(+11.6K)	All Managers (Combined)	$3.1M	0.5% ($3.1M/$630.3M)	QoQ -15.60% (-$576.7K) YoY NEW(+$3.1M)
Tesla, Inc.(TSLAcusip88160R101)	11.8K	QoQ +25.30% (-2.4K) YoY +713.74% (+10.4K)	All Managers (Combined)	$3.1M	0.5% ($3.1M/$630.3M)	QoQ -19.58% (-$747.5K) YoY +1099.63% (+$2.8M)
(cusip33739Q200)✕	54.7K	QoQ +8.15% (+4.1K) YoY +10.17% (+5.0K)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$630.3M)	QoQ +9.25% (+$227.6K) YoY +12.24% (+$293.3K)