Destiny Wealth Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$570M
Signature - Title
Thomas Ruggie - Chief Compliance Officer
Location
Tavares, FL
Summary
This page shows a list of all the recent 13F filings made by Destiny Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Destiny Wealth Partners, LLC reported 162 stock holdings with total value $570M as of Q3 2024. Top holdings included VUG, JCPB, DFLV, AMZN, and DFAX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 162 $570M +$15.5M -$23.7M -$8.23M VUG, JCPB, DFLV, AMZN, DFAX 13F-HR 10/15/2024, 03:59 PM
Q2 2024 154 $556M +$126M -$134M -$8.31M VUG, JCPB, DFLV, AMZN, DFAX 13F-HR 7/25/2024, 02:34 PM
Q1 2024 157 $558M +$29.1M -$38.9M -$9.8M AMZN, DFAX, SYK, SHV, VYM 13F-HR 4/9/2024, 02:52 PM
Q4 2023 159 $532M +$69.6M -$63.2M +$6.41M AMZN, DFAX, VCLT, SHV, VYM 13F-HR 1/19/2024, 02:22 PM
Q3 2023 161 $495M +$62.6M -$63.5M -$924K DFAX, AMZN, LQD, VYM, VUG 13F-HR 10/10/2023, 05:04 PM
Q2 2023 168 $518M +$58.5M -$45.1M +$13.4M SRLN, DFAX, AMZN, LQD, SHV 13F-HR 7/26/2023, 01:04 PM
Q1 2023 185 $483M +$125M -$121M +$4.26M SRLN, DFAX, LQD, VYM, SHV 13F-HR 4/26/2023, 02:20 PM
Q4 2022 673 $462M +$119M -$131M -$12M SLQD, VYM, SHV, SHYG, SPSB 13F-HR 1/26/2023, 05:46 PM
Q3 2022 567 $445M +$68.2M -$53.1M +$15.1M SLQD, STIP, SPSB, SRLN, AMZN 13F-HR 10/25/2022, 12:45 PM
Q2 2022 600 $454M +$74.5M -$58.5M +$16M SLQD, STIP, SPSB, SRLN, XLE 13F-HR 7/15/2022, 05:09 PM
Q1 2022 528 $514M +$135M -$116M +$18.6M CMDY, SLQD, STIP, AMZN, SPSB 13F-HR 4/20/2022, 06:49 PM
Q4 2021 542 $519M +$57.6M -$49M +$8.56M SLQD, STIP, SPIP, AMZN, SPSB 13F-HR 1/20/2022, 03:48 PM
Q3 2021 514 $498M +$29.4M -$47.9M -$18.5M SLQD, PULS, STIP, SPSB, AMZN 13F-HR 10/28/2021, 01:11 PM
Q2 2021 182 $523M +$68.9M -$41.8M +$27.2M SLQD, STIP, PULS, AMZN, SPSB 13F-HR 7/27/2021, 02:08 PM
Q1 2021 541 $479M +$136M -$142M -$5.78M SLQD, STIP, PULS, SPSB, AMZN 13F-HR 4/21/2021, 09:27 PM
Q4 2020 503 $480M $0 $0 LQD, GSY, SPSB, SCHP, SPTS 13F-HR 2/4/2021, 06:20 PM