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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92189F767

Shares:59.9K

Value:$2.6M

% of Portfolio:0.4% ($2.6M/$630.3M)

46429B655

Shares:48.0K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$630.3M)

78464A474

Shares:79.8K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$630.3M)

922908751

VB|922908751

Shares:10.3K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$630.3M)

922020805

Shares:45.2K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$630.3M)

92189F486

Shares:80.6K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$630.3M)

464287150

ITOT|464287150

Shares:14.7K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$630.3M)

922908363

VOO|922908363

Shares:3.1K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$630.3M)

315912808

Shares:22.9K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$630.3M)

78464A649

Shares:57.9K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$630.3M)

464287200

IVV|464287200

Shares:2.4K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$630.3M)

Snap Inc

SNAP|83304A106

Shares:148.6K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$630.3M)

37954Y715

Shares:42.5K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$630.3M)

922908637

VV|922908637

Shares:4.7K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$630.3M)

92206C565

Shares:17.4K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$630.3M)

46429B697

USMV|46429B697

Shares:12.7K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$630.3M)

922908652

VXF|922908652

Shares:6.6K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$630.3M)

33733E302

Shares:5.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$630.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:9.1K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$630.3M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:751

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$630.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92189F767)✕	59.9K	QoQ +11.37% (-6.1K) YoY NEW(+59.9K)	All Managers (Combined)	$2.6M	0.4% ($2.6M/$630.3M)	QoQ -2.92% (-$77.4K) YoY NEW(+$2.6M)
(cusip46429B655)✕	48.0K	QoQ +8.15% (+3.6K) YoY +11.77% (+5.1K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$630.3M)	QoQ +8.51% (+$192.0K) YoY +11.75% (+$257.5K)
(cusip78464A474)✕	79.8K	QoQ 0.00% (+0) YoY -79.68% (-313.0K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$630.3M)	QoQ +0.80% (+$19.1K) YoY -79.45% (-$9.3M)
(VBcusip922908751)	10.3K	QoQ -1.32% (-139) YoY +6.89% (+667)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$630.3M)	QoQ -8.93% (-$225.0K) YoY +3.69% (+$81.7K)
(cusip922020805)✕	45.2K	QoQ -0.73% (-336) YoY -69.72% (-104.2K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$630.3M)	QoQ +2.29% (-$50.7K) YoY -68.45% (-$4.9M)
(cusip92189F486)✕	80.6K	QoQ +1.18% (+942) YoY NEW(+80.6K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$630.3M)	QoQ +1.58% (+$32.0K) YoY NEW(+$2.1M)
(ITOTcusip464287150)	14.7K	QoQ -10.30% (-1.7K) YoY -8.42% (-1.4K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$630.3M)	QoQ -14.91% (-$315.1K) YoY -3.09% (-$57.5K)
(VOOcusip922908363)	3.1K	QoQ 0.00% (-0) YoY NEW(+3.1K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$630.3M)	QoQ -4.62% (-$77.0K) YoY NEW(+$1.6M)
(cusip315912808)✕	22.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$630.3M)	QoQ -10.51% (-$182.7K) YoY +5.69% (+$83.7K)
(cusip78464A649)✕	57.9K	QoQ 0.00% (+0) YoY -5.07% (-3.1K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$630.3M)	QoQ +2.20% (+$31.8K) YoY -4.09% (-$63.2K)
(IVVcusip464287200)	2.4K	QoQ +0.04% (-1) YoY -3.75% (-92)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$630.3M)	QoQ -4.50% (-$62.5K) YoY +2.86% (-$36.9K)
Snap Inc(SNAPcusip83304A106)	148.6K	QoQ +12.69% (-16.7K) YoY NEW(+148.6K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$630.3M)	QoQ -8.85% (-$125.8K) YoY NEW(+$1.3M)
(cusip37954Y715)✕	42.5K	QoQ +3.87% (-1.6K) YoY -31.91% (-19.9K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$630.3M)	QoQ -7.47% (-$97.7K) YoY -39.08% (-$776.2K)
(VVcusip922908637)	4.7K	QoQ 0.00% (-0) YoY +0.49% (+23)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$630.3M)	QoQ -4.69% (-$59.4K) YoY +7.73% (+$86.5K)
(cusip92206C565)✕	17.4K	QoQ +31.97% (+4.2K) YoY +60.77% (+6.6K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$630.3M)	QoQ +33.17% (+$298.6K) YoY +61.24% (+$455.3K)
(USMVcusip46429B697)	12.7K	QoQ +12.71% (+1.4K) YoY +6.43% (+766)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$630.3M)	QoQ +18.89% (+$188.7K) YoY +19.26% (+$191.8K)
(VXFcusip922908652)	6.6K	QoQ 0.00% (-0) YoY -0.55% (-37)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$630.3M)	QoQ -9.32% (-$116.7K) YoY -2.26% (-$26.3K)
(cusip33733E302)✕	5.0K	QoQ 0.00% (-0) YoY +0.92% (+46)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$630.3M)	QoQ -8.64% (-$105.8K) YoY +9.31% (+$95.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	9.1K	QoQ -1.05% (-97) YoY -0.29% (-27)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$630.3M)	QoQ +9.39% (-$93.1K) YoY +2.01% (-$21.5K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	751	QoQ 0.00% (+0) YoY NEW(+751)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$630.3M)	QoQ +20.81% (+$185.3K) YoY NEW(+$1.1M)