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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922908769

VTI|922908769

Shares:2.1K

Value:$583.5K

% of Portfolio:0.1% ($583.5K/$630.3M)

381430107

GSIE|381430107

Shares:16.1K

Value:$575.0K

% of Portfolio:0.1% ($575.0K/$630.3M)

CHEVRON CORP

CVX|166764100

Shares:3.3K

Value:$555.4K

% of Portfolio:0.1% ($555.4K/$630.3M)

Walt Disney Co

DIS|254687106

Shares:5.5K

Value:$541.2K

% of Portfolio:0.1% ($541.2K/$630.3M)

78464A805

Shares:7.9K

Value:$540.2K

% of Portfolio:0.1% ($540.2K/$630.3M)

46429B267

Shares:23.5K

Value:$539.1K

% of Portfolio:0.1% ($539.1K/$630.3M)

464287655

IWM|464287655

Shares:2.6K

Value:$524.3K

% of Portfolio:0.1% ($524.3K/$630.3M)

81369Y407

Shares:2.6K

Value:$513.8K

% of Portfolio:0.1% ($513.8K/$630.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.0K

Value:$502.1K

% of Portfolio:0.1% ($502.1K/$630.3M)

81369Y852

Shares:4.8K

Value:$464.4K

% of Portfolio:0.1% ($464.4K/$630.3M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:1.9K

Value:$460.7K

% of Portfolio:0.1% ($460.7K/$630.3M)

25434V708

DFAC|25434V708

Shares:13.3K

Value:$439.6K

% of Portfolio:0.1% ($439.6K/$630.3M)

VISA INC.

V|92826C839

Shares:1.2K

Value:$437.3K

% of Portfolio:0.1% ($437.3K/$630.3M)

808524870

Shares:16.2K

Value:$435.3K

% of Portfolio:0.1% ($435.3K/$630.3M)

MCDONALDS CORP

MCD|580135101

Shares:1.4K

Value:$422.8K

% of Portfolio:0.1% ($422.8K/$630.3M)

921935706

Shares:3.1K

Value:$418.2K

% of Portfolio:0.1% ($418.2K/$630.3M)

78468R663

Shares:4.5K

Value:$417.1K

% of Portfolio:0.1% ($417.1K/$630.3M)

78464A854

SPLG|78464A854

Shares:6.1K

Value:$403.4K

% of Portfolio:0.1% ($403.4K/$630.3M)

389637109

Shares:6.0K

Value:$389.8K

% of Portfolio:0.1% ($389.8K/$630.3M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:1.8K

Value:$372.1K

% of Portfolio:0.1% ($372.1K/$630.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	2.1K	QoQ +0.04% (-1) YoY +18.73% (+335)	All Managers (Combined)	$583.5K	0.1% ($583.5K/$630.3M)	QoQ -5.12% (-$31.5K) YoY +25.56% (+$118.8K)
(GSIEcusip381430107)	16.1K	QoQ 0.00% (+0) YoY -4.99% (-848)	All Managers (Combined)	$575.0K	0.1% ($575.0K/$630.3M)	QoQ +6.92% (+$37.3K) YoY -1.22% (-$7.1K)
CHEVRON CORP(CVXcusip166764100)	3.3K	QoQ +8.56% (+262) YoY +10.07% (+304)	All Managers (Combined)	$555.4K	0.1% ($555.4K/$630.3M)	QoQ +25.40% (+$112.5K) YoY +16.74% (+$79.7K)
Walt Disney Co(DIScusip254687106)	5.5K	QoQ +115.95% (+2.9K) YoY +55.89% (+2.0K)	All Managers (Combined)	$541.2K	0.1% ($541.2K/$630.3M)	QoQ +91.39% (+$258.4K) YoY +25.75% (+$110.8K)
(cusip78464A805)✕	7.9K	QoQ -0.51% (-41) YoY -11.56% (-1.0K)	All Managers (Combined)	$540.2K	0.1% ($540.2K/$630.3M)	QoQ -5.27% (-$30.1K) YoY -6.24% (-$36.0K)
(cusip46429B267)✕	23.5K	QoQ 0.00% (+0) YoY -4.24% (-1.0K)	All Managers (Combined)	$539.1K	0.1% ($539.1K/$630.3M)	QoQ +0.02% (+$117) YoY -3.34% (-$18.6K)
(IWMcusip464287655)	2.6K	QoQ +2.21% (-57) YoY +27.51% (+567)	All Managers (Combined)	$524.3K	0.1% ($524.3K/$630.3M)	QoQ -7.71% (-$43.8K) YoY +20.95% (+$90.8K)
(cusip81369Y407)✕	2.6K	QoQ 0.00% (-0) YoY -4.65% (-127)	All Managers (Combined)	$513.8K	0.1% ($513.8K/$630.3M)	QoQ -11.98% (-$70.0K) YoY +2.38% (-$12.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.0K	QoQ -0.72% (-15) YoY +9.87% (+184)	All Managers (Combined)	$502.1K	0.1% ($502.1K/$630.3M)	QoQ +1.58% (-$7.8K) YoY +34.56% (+$129.0K)
(cusip81369Y852)✕	4.8K	QoQ 0.00% (-0) YoY -6.74% (-348)	All Managers (Combined)	$464.4K	0.1% ($464.4K/$630.3M)	QoQ -0.37% (-$1.7K) YoY +10.15% (-$42.8K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	1.9K	QoQ 0.00% (-0) YoY -88.55% (-15.0K)	All Managers (Combined)	$460.7K	0.1% ($460.7K/$630.3M)	QoQ -14.59% (-$78.7K) YoY -89.19% (-$3.8M)
(DFACcusip25434V708)	13.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$439.6K	0.1% ($439.6K/$630.3M)	QoQ -4.62% (-$21.3K) YoY +3.25% (+$13.9K)
VISA INC.(Vcusip92826C839)	1.2K	QoQ +4.52% (+54) YoY +8.80% (+101)	All Managers (Combined)	$437.3K	0.1% ($437.3K/$630.3M)	QoQ +15.85% (+$59.9K) YoY +36.66% (+$117.3K)
(cusip808524870)✕	16.2K	QoQ 0.00% (+0) YoY +100.00% (+8.1K)	All Managers (Combined)	$435.3K	0.1% ($435.3K/$630.3M)	QoQ +4.10% (+$17.2K) YoY +3.10% (+$13.1K)
MCDONALDS CORP(MCDcusip580135101)	1.4K	QoQ +0.07% (+1) YoY +9.10% (+113)	All Managers (Combined)	$422.8K	0.1% ($422.8K/$630.3M)	QoQ +7.76% (+$30.5K) YoY +20.85% (+$73.0K)
(cusip921935706)✕	3.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$418.2K	0.1% ($418.2K/$630.3M)	QoQ -5.13% (-$22.6K) YoY -2.39% (-$10.2K)
(cusip78468R663)✕	4.5K	QoQ -43.55% (-3.5K) YoY -19.36% (-1.1K)	All Managers (Combined)	$417.1K	0.1% ($417.1K/$630.3M)	QoQ -43.37% (-$319.5K) YoY -19.42% (-$100.6K)
(SPLGcusip78464A854)	6.1K	QoQ 0.00% (-0) YoY -11.29% (-781)	All Managers (Combined)	$403.4K	0.1% ($403.4K/$630.3M)	QoQ -4.61% (-$19.5K) YoY -5.19% (-$22.1K)
(cusip389637109)✕	6.0K	QoQ 0.00% (-0) YoY NEW(+6.0K)	All Managers (Combined)	$389.8K	0.1% ($389.8K/$630.3M)	QoQ -11.95% (-$52.9K) YoY NEW(+$389.8K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	1.8K	QoQ -10.04% (-200) YoY -12.24% (-250)	All Managers (Combined)	$372.1K	0.1% ($372.1K/$630.3M)	QoQ +0.10% (-$398) YoY +9.07% (-$30.9K)