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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46432F842

IEFA|46432F842

Shares:4.9K

Value:$371.7K

% of Portfolio:0.1% ($371.7K/$630.3M)

46434V290

Shares:5.9K

Value:$365.6K

% of Portfolio:0.1% ($365.6K/$630.3M)

922042866

VPL|922042866

Shares:5.0K

Value:$365.0K

% of Portfolio:0.1% ($365.0K/$630.3M)

85207K107

Shares:31.2K

Value:$361.7K

% of Portfolio:0.1% ($361.7K/$630.3M)

81369Y704

Shares:2.7K

Value:$358.5K

% of Portfolio:0.1% ($358.5K/$630.3M)

922908512

VOE|922908512

Shares:2.1K

Value:$343.4K

% of Portfolio:0.1% ($343.4K/$630.3M)

AT&T INC.

T|00206R102

Shares:12.0K

Value:$339.2K

% of Portfolio:0.1% ($339.2K/$630.3M)

Mastercard Inc

MA|57636Q104

Shares:605

Value:$331.6K

% of Portfolio:0.1% ($331.6K/$630.3M)

33733E203

Shares:1.9K

Value:$329.7K

% of Portfolio:0.1% ($329.7K/$630.3M)

316092824

Shares:5.2K

Value:$313.3K

% of Portfolio:0.0% ($313.3K/$630.3M)

46137V449

Shares:2.8K

Value:$289.8K

% of Portfolio:0.0% ($289.8K/$630.3M)

808524771

FNDX|808524771

Shares:12.1K

Value:$286.6K

% of Portfolio:0.0% ($286.6K/$630.3M)

46434V613

Shares:6.2K

Value:$284.4K

% of Portfolio:0.0% ($284.4K/$630.3M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:1.4K

Value:$284.1K

% of Portfolio:0.0% ($284.1K/$630.3M)

81369Y209

Shares:1.9K

Value:$279.2K

% of Portfolio:0.0% ($279.2K/$630.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:3.1K

Value:$278.7K

% of Portfolio:0.0% ($278.7K/$630.3M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:6.7K

Value:$278.5K

% of Portfolio:0.0% ($278.5K/$630.3M)

46432F396

MTUM|46432F396

Shares:1.4K

Value:$277.9K

% of Portfolio:0.0% ($277.9K/$630.3M)

COCA COLA CO

KO|191216100

Shares:3.8K

Value:$270.8K

% of Portfolio:0.0% ($270.8K/$630.3M)

337345102

Shares:1.5K

Value:$262.9K

% of Portfolio:0.0% ($262.9K/$630.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IEFAcusip46432F842)	4.9K	QoQ +38.23% (+1.4K) YoY +78.07% (+2.2K)	All Managers (Combined)	$371.7K	0.1% ($371.7K/$630.3M)	QoQ +48.80% (+$121.9K) YoY +81.50% (+$166.9K)
(cusip46434V290)✕	5.9K	QoQ 0.00% (-0) YoY -6.08% (-381)	All Managers (Combined)	$365.6K	0.1% ($365.6K/$630.3M)	QoQ -7.91% (-$31.4K) YoY -8.18% (-$32.6K)
(VPLcusip922042866)	5.0K	QoQ +37.51% (+1.4K) YoY +37.21% (+1.4K)	All Managers (Combined)	$365.0K	0.1% ($365.0K/$630.3M)	QoQ +40.25% (+$104.8K) YoY +30.76% (+$85.9K)
(cusip85207K107)✕	31.2K	QoQ 0.00% (+0) YoY +6.45% (+1.9K)	All Managers (Combined)	$361.7K	0.1% ($361.7K/$630.3M)	QoQ +20.20% (+$60.8K) YoY +48.96% (+$118.9K)
(cusip81369Y704)✕	2.7K	QoQ 0.00% (-0) YoY -4.37% (-125)	All Managers (Combined)	$358.5K	0.1% ($358.5K/$630.3M)	QoQ -0.52% (-$1.9K) YoY -0.49% (-$1.8K)
(VOEcusip922908512)	2.1K	QoQ 0.00% (-0) YoY -0.55% (-12)	All Managers (Combined)	$343.4K	0.1% ($343.4K/$630.3M)	QoQ -0.76% (-$2.6K) YoY +2.39% (-$8.0K)
AT&T INC.(Tcusip00206R102)	12.0K	QoQ NEW(+12.0K) YoY NEW(+12.0K)	All Managers (Combined)	$339.2K	0.1% ($339.2K/$630.3M)	QoQ NEW(+$339.2K) YoY NEW(+$339.2K)
Mastercard Inc(MAcusip57636Q104)	605	QoQ -16.55% (-120) YoY NEW(+605)	All Managers (Combined)	$331.6K	0.1% ($331.6K/$630.3M)	QoQ -13.13% (-$50.1K) YoY NEW(+$331.6K)
(cusip33733E203)✕	1.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$329.7K	0.1% ($329.7K/$630.3M)	QoQ +2.34% (+$7.6K) YoY +10.62% (+$31.7K)
(cusip316092824)✕	5.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$313.3K	0.0% ($313.3K/$630.3M)	QoQ +0.04% (+$155) YoY +7.90% (+$23.0K)
(cusip46137V449)✕	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$289.8K	0.0% ($289.8K/$630.3M)	QoQ NEW(+$289.8K) YoY NEW(+$289.8K)
(FNDXcusip808524771)	12.1K	QoQ NEW(+12.1K) YoY NEW(+12.1K)	All Managers (Combined)	$286.6K	0.0% ($286.6K/$630.3M)	QoQ NEW(+$286.6K) YoY NEW(+$286.6K)
(cusip46434V613)✕	6.2K	QoQ 0.00% (+0) YoY -8.63% (-583)	All Managers (Combined)	$284.4K	0.0% ($284.4K/$630.3M)	QoQ +1.94% (+$5.4K) YoY -7.64% (-$23.6K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	1.4K	QoQ -0.36% (-5) YoY NEW(+1.4K)	All Managers (Combined)	$284.1K	0.0% ($284.1K/$630.3M)	QoQ -11.26% (-$36.1K) YoY NEW(+$284.1K)
(cusip81369Y209)✕	1.9K	QoQ 0.00% (+0) YoY -12.25% (-267)	All Managers (Combined)	$279.2K	0.0% ($279.2K/$630.3M)	QoQ +6.13% (+$16.1K) YoY -13.27% (-$42.7K)
Merck & Co., Inc.(MRKcusip58933Y105)	3.1K	QoQ -16.41% (-610) YoY +22.24% (-565)	All Managers (Combined)	$278.7K	0.0% ($278.7K/$630.3M)	QoQ -24.60% (-$90.9K) YoY -16.83% (-$56.4K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	6.7K	QoQ -1.78% (-121) YoY +5.75% (+363)	All Managers (Combined)	$278.5K	0.0% ($278.5K/$630.3M)	QoQ -6.74% (-$20.1K) YoY +16.37% (+$39.2K)
(MTUMcusip46432F396)	1.4K	QoQ 0.00% (-0) YoY -14.27% (-229)	All Managers (Combined)	$277.9K	0.0% ($277.9K/$630.3M)	QoQ -2.31% (-$6.6K) YoY -7.51% (-$22.6K)
COCA COLA CO(KOcusip191216100)	3.8K	QoQ -3.29% (-129) YoY -2.24% (-87)	All Managers (Combined)	$270.8K	0.0% ($270.8K/$630.3M)	QoQ +11.23% (-$27.4K) YoY +14.41% (-$34.1K)
(cusip337345102)✕	1.5K	QoQ 0.00% (-0) YoY -7.28% (-119)	All Managers (Combined)	$262.9K	0.0% ($262.9K/$630.3M)	QoQ -7.81% (-$22.3K) YoY -15.60% (-$48.6K)