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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33734X176

Shares:2.0K

Value:$261.9K

% of Portfolio:0.0% ($261.9K/$630.3M)

464288620

Shares:5.0K

Value:$254.5K

% of Portfolio:0.0% ($254.5K/$630.3M)

922908611

VBR|922908611

Shares:1.3K

Value:$249.8K

% of Portfolio:0.0% ($249.8K/$630.3M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:1.0K

Value:$247.5K

% of Portfolio:0.0% ($247.5K/$630.3M)

921910816

MGK|921910816

Shares:790

Value:$244.0K

% of Portfolio:0.0% ($244.0K/$630.3M)

Walmart Inc.

WMT|931142103

Shares:2.8K

Value:$242.3K

% of Portfolio:0.0% ($242.3K/$630.3M)

46434V738

Shares:4.0K

Value:$240.8K

% of Portfolio:0.0% ($240.8K/$630.3M)

81369Y308

Shares:2.9K

Value:$239.0K

% of Portfolio:0.0% ($239.0K/$630.3M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:800

Value:$230.6K

% of Portfolio:0.0% ($230.6K/$630.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.3K

Value:$227.7K

% of Portfolio:0.0% ($227.7K/$630.3M)

92189H748

Shares:4.3K

Value:$226.5K

% of Portfolio:0.0% ($226.5K/$630.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:425

Value:$222.6K

% of Portfolio:0.0% ($222.6K/$630.3M)

33738R118

Shares:3.0K

Value:$217.8K

% of Portfolio:0.0% ($217.8K/$630.3M)

00162Q452

Shares:4.2K

Value:$216.1K

% of Portfolio:0.0% ($216.1K/$630.3M)

464287226

Shares:2.2K

Value:$215.3K

% of Portfolio:0.0% ($215.3K/$630.3M)

464287390

Shares:9.1K

Value:$215.0K

% of Portfolio:0.0% ($215.0K/$630.3M)

922042718

VSS|922042718

Shares:1.8K

Value:$208.2K

% of Portfolio:0.0% ($208.2K/$630.3M)

46641Q837

Shares:4.1K

Value:$206.2K

% of Portfolio:0.0% ($206.2K/$630.3M)

92206C102

VGSH|92206C102

Shares:3.5K

Value:$205.4K

% of Portfolio:0.0% ($205.4K/$630.3M)

922042858

VWO|922042858

Shares:4.5K

Value:$202.7K

% of Portfolio:0.0% ($202.7K/$630.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33734X176)✕	2.0K	QoQ 0.00% (-0) YoY -9.83% (-216)	All Managers (Combined)	$261.9K	0.0% ($261.9K/$630.3M)	QoQ -10.97% (-$32.3K) YoY -11.55% (-$34.2K)
(cusip464288620)✕	5.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$254.5K	0.0% ($254.5K/$630.3M)	QoQ +1.59% (+$4.0K) YoY +0.61% (+$1.5K)
(VBRcusip922908611)	1.3K	QoQ 0.00% (-0) YoY -34.99% (-722)	All Managers (Combined)	$249.8K	0.0% ($249.8K/$630.3M)	QoQ -5.99% (-$15.9K) YoY -36.89% (-$146.0K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	1.0K	QoQ 0.00% (+0) YoY -10.58% (-121)	All Managers (Combined)	$247.5K	0.0% ($247.5K/$630.3M)	QoQ +20.37% (+$41.9K) YoY +13.10% (-$28.7K)
(MGKcusip921910816)	790	QoQ NEW(+790) YoY NEW(+790)	All Managers (Combined)	$244.0K	0.0% ($244.0K/$630.3M)	QoQ NEW(+$244.0K) YoY NEW(+$244.0K)
Walmart Inc.(WMTcusip931142103)	2.8K	QoQ 0.00% (-0) YoY NEW(+2.8K)	All Managers (Combined)	$242.3K	0.0% ($242.3K/$630.3M)	QoQ -2.83% (-$7.1K) YoY NEW(+$242.3K)
(cusip46434V738)✕	4.0K	QoQ 0.00% (+0) YoY -3.05% (-126)	All Managers (Combined)	$240.8K	0.0% ($240.8K/$630.3M)	QoQ +11.43% (+$24.7K) YoY +0.80% (-$1.9K)
(cusip81369Y308)✕	2.9K	QoQ 0.00% (+0) YoY -11.22% (-370)	All Managers (Combined)	$239.0K	0.0% ($239.0K/$630.3M)	QoQ +3.89% (+$9.0K) YoY -5.05% (-$12.7K)
MICROSTRATEGY Inc(MSTRcusip594972408)	800	QoQ 0.00% (-0) YoY NEW(+800)	All Managers (Combined)	$230.6K	0.0% ($230.6K/$630.3M)	QoQ -0.46% (-$1.1K) YoY NEW(+$230.6K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.3K	QoQ +0.52% (+7) YoY NEW(+1.3K)	All Managers (Combined)	$227.7K	0.0% ($227.7K/$630.3M)	QoQ +2.21% (+$4.9K) YoY NEW(+$227.7K)
(cusip92189H748)✕	4.3K	QoQ -6.76% (-311) YoY NEW(+4.3K)	All Managers (Combined)	$226.5K	0.0% ($226.5K/$630.3M)	QoQ -6.63% (-$16.1K) YoY NEW(+$226.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	425	QoQ -6.18% (-28) YoY -40.80% (-293)	All Managers (Combined)	$222.6K	0.0% ($222.6K/$630.3M)	QoQ -2.86% (-$6.6K) YoY -37.33% (-$132.6K)
(cusip33738R118)✕	3.0K	QoQ 0.00% (-0) YoY -7.32% (-234)	All Managers (Combined)	$217.8K	0.0% ($217.8K/$630.3M)	QoQ -6.18% (-$14.4K) YoY -2.08% (-$4.6K)
(cusip00162Q452)✕	4.2K	QoQ -2.91% (-125) YoY NEW(+4.2K)	All Managers (Combined)	$216.1K	0.0% ($216.1K/$630.3M)	QoQ +4.70% (-$9.7K) YoY NEW(+$216.1K)
(cusip464287226)✕	2.2K	QoQ +2.73% (+58) YoY +3.51% (+74)	All Managers (Combined)	$215.3K	0.0% ($215.3K/$630.3M)	QoQ +4.87% (+$10.0K) YoY +4.55% (+$9.4K)
(cusip464287390)✕	9.1K	QoQ NEW(+9.1K) YoY NEW(+9.1K)	All Managers (Combined)	$215.0K	0.0% ($215.0K/$630.3M)	QoQ NEW(+$215.0K) YoY NEW(+$215.0K)
(VSScusip922042718)	1.8K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$208.2K	0.0% ($208.2K/$630.3M)	QoQ +0.97% (+$2.0K) YoY -1.06% (-$2.2K)
(cusip46641Q837)✕	4.1K	QoQ -10.14% (-460) YoY NEW(+4.1K)	All Managers (Combined)	$206.2K	0.0% ($206.2K/$630.3M)	QoQ -9.68% (-$22.1K) YoY NEW(+$206.2K)
(VGSHcusip92206C102)	3.5K	QoQ -10.80% (-424) YoY -10.80% (-424)	All Managers (Combined)	$205.4K	0.0% ($205.4K/$630.3M)	QoQ -10.02% (-$22.9K) YoY -9.85% (-$22.5K)
(VWOcusip922042858)	4.5K	QoQ NEW(+4.5K) YoY -26.98% (-1.7K)	All Managers (Combined)	$202.7K	0.0% ($202.7K/$630.3M)	QoQ NEW(+$202.7K) YoY -20.88% (-$53.5K)