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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46137V308

Shares:9.3K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$630.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:3.6K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$630.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:4.8K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$630.3M)

Alphabet Inc.

GOOG|02079K107

Shares:6.4K

Value:$995.7K

% of Portfolio:0.2% ($995.7K/$630.3M)

46434V407

Shares:22.0K

Value:$933.7K

% of Portfolio:0.1% ($933.7K/$630.3M)

922042775

VEU|922042775

Shares:15.3K

Value:$928.0K

% of Portfolio:0.1% ($928.0K/$630.3M)

72201R635

Shares:20.4K

Value:$913.3K

% of Portfolio:0.1% ($913.3K/$630.3M)

PEPSICO INC

PEP|713448108

Shares:6.0K

Value:$894.4K

% of Portfolio:0.1% ($894.4K/$630.3M)

921943858

VEA|921943858

Shares:17.6K

Value:$892.9K

% of Portfolio:0.1% ($892.9K/$630.3M)

86280R803

Shares:20.8K

Value:$845.4K

% of Portfolio:0.1% ($845.4K/$630.3M)

46432F339

QUAL|46432F339

Shares:4.8K

Value:$817.9K

% of Portfolio:0.1% ($817.9K/$630.3M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:2.3K

Value:$782.7K

% of Portfolio:0.1% ($782.7K/$630.3M)

46435G425

ESGU|46435G425

Shares:6.0K

Value:$735.7K

% of Portfolio:0.1% ($735.7K/$630.3M)

233051200

DBEF|233051200

Shares:16.3K

Value:$704.1K

% of Portfolio:0.1% ($704.1K/$630.3M)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:4.0K

Value:$676.8K

% of Portfolio:0.1% ($676.8K/$630.3M)

97717W406

Shares:6.1K

Value:$672.0K

% of Portfolio:0.1% ($672.0K/$630.3M)

464287499

IWR|464287499

Shares:7.6K

Value:$647.6K

% of Portfolio:0.1% ($647.6K/$630.3M)

922908744

VTV|922908744

Shares:3.7K

Value:$632.4K

% of Portfolio:0.1% ($632.4K/$630.3M)

33738D101

Shares:16.6K

Value:$621.9K

% of Portfolio:0.1% ($621.9K/$630.3M)

72201R866

Shares:11.8K

Value:$609.5K

% of Portfolio:0.1% ($609.5K/$630.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V308)✕	9.3K	QoQ -2.18% (-208) YoY -9.06% (-929)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$630.3M)	QoQ -4.27% (-$46.9K) YoY -5.34% (-$59.2K)
SPDR GOLD TRUST(GLDcusip78463V107)	3.6K	QoQ +7.49% (+252) YoY +13.47% (+429)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$630.3M)	QoQ +27.92% (+$227.3K) YoY +58.93% (+$386.0K)
AbbVie Inc.(ABBVcusip00287Y109)	4.8K	QoQ 0.00% (+0) YoY -3.52% (-177)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$630.3M)	QoQ +17.90% (+$154.1K) YoY +11.00% (-$100.5K)
Alphabet Inc.(GOOGcusip02079K107)	6.4K	QoQ -2.98% (-196) YoY -28.78% (-2.6K)	All Managers (Combined)	$995.7K	0.2% ($995.7K/$630.3M)	QoQ -20.41% (-$255.3K) YoY -26.92% (-$366.9K)
(cusip46434V407)✕	22.0K	QoQ -5.59% (-1.3K) YoY NEW(+22.0K)	All Managers (Combined)	$933.7K	0.1% ($933.7K/$630.3M)	QoQ -5.79% (-$57.4K) YoY NEW(+$933.7K)
(VEUcusip922042775)	15.3K	QoQ -1.51% (-236) YoY -1.51% (-236)	All Managers (Combined)	$928.0K	0.1% ($928.0K/$630.3M)	QoQ +4.05% (-$36.2K) YoY +1.85% (-$16.9K)
(cusip72201R635)✕	20.4K	QoQ -0.19% (-40) YoY NEW(+20.4K)	All Managers (Combined)	$913.3K	0.1% ($913.3K/$630.3M)	QoQ -0.92% (-$8.5K) YoY NEW(+$913.3K)
PEPSICO INC(PEPcusip713448108)	6.0K	QoQ -2.03% (-124) YoY -4.22% (-263)	All Managers (Combined)	$894.4K	0.1% ($894.4K/$630.3M)	QoQ -3.40% (-$31.5K) YoY -17.94% (-$195.6K)
(VEAcusip921943858)	17.6K	QoQ +13.10% (+2.0K) YoY +18.30% (+2.7K)	All Managers (Combined)	$892.9K	0.1% ($892.9K/$630.3M)	QoQ +20.22% (+$150.2K) YoY +19.86% (+$148.0K)
(cusip86280R803)✕	20.8K	QoQ 0.00% (-0) YoY -3.00% (-643)	All Managers (Combined)	$845.4K	0.1% ($845.4K/$630.3M)	QoQ -3.23% (-$28.2K) YoY +2.69% (-$22.2K)
(QUALcusip46432F339)	4.8K	QoQ 0.00% (-0) YoY -14.61% (-819)	All Managers (Combined)	$817.9K	0.1% ($817.9K/$630.3M)	QoQ -4.03% (-$34.4K) YoY -11.21% (-$103.3K)
HCA Healthcare, Inc.(HCAcusip40412C101)	2.3K	QoQ -0.04% (-1) YoY +13.99% (+278)	All Managers (Combined)	$782.7K	0.1% ($782.7K/$630.3M)	QoQ +15.07% (-$102.5K) YoY +18.09% (+$119.9K)
(ESGUcusip46435G425)	6.0K	QoQ 0.00% (-0) YoY -2.40% (-149)	All Managers (Combined)	$735.7K	0.1% ($735.7K/$630.3M)	QoQ -5.36% (-$41.7K) YoY +3.49% (-$24.8K)
(DBEFcusip233051200)	16.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$704.1K	0.1% ($704.1K/$630.3M)	QoQ +4.58% (+$30.9K) YoY +5.79% (+$38.5K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	4.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$676.8K	0.1% ($676.8K/$630.3M)	QoQ +12.15% (+$73.4K) YoY +27.11% (+$144.4K)
(cusip97717W406)✕	6.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$672.0K	0.1% ($672.0K/$630.3M)	QoQ +3.07% (+$20.1K) YoY +7.87% (+$49.1K)
(IWRcusip464287499)	7.6K	QoQ 0.00% (-0) YoY +74.14% (+3.2K)	All Managers (Combined)	$647.6K	0.1% ($647.6K/$630.3M)	QoQ -3.76% (-$25.3K) YoY +76.17% (+$280.0K)
(VTVcusip922908744)	3.7K	QoQ +75.08% (+1.6K) YoY +79.10% (+1.6K)	All Managers (Combined)	$632.4K	0.1% ($632.4K/$630.3M)	QoQ +78.64% (+$278.4K) YoY +89.97% (+$299.5K)
(cusip33738D101)✕	16.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$621.9K	0.1% ($621.9K/$630.3M)	QoQ +5.16% (+$30.5K) YoY +26.95% (+$132.0K)
(cusip72201R866)✕	11.8K	QoQ -0.19% (-23) YoY -2.06% (-249)	All Managers (Combined)	$609.5K	0.1% ($609.5K/$630.3M)	QoQ -0.54% (-$3.3K) YoY -3.77% (-$23.9K)