Asset Manager
← All Institutions
Destiny Wealth Partners, LLC
Market Value
$709M
-22.4%
Holdings
1,154
+12
New Purchases
14
Added To
39
Closed
970
Reduced
106
Top 10 Concentration
39.2%
Turnover
85.3%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| DSCO | 2.14% | 0.00% | +2.14% | $15M |
| XTL | 2.04% | 0.00% | +2.04% | $14M |
| XBI | 1.95% | 0.00% | +1.95% | $14M |
| VUG | 6.17% | 4.33% | +1.85% | $44M |
| DFLV | 5.67% | 3.97% | +1.71% | $40M |
| JAAA | 5.15% | 3.83% | +1.32% | $37M |
| JCPB | 5.63% | 4.48% | +1.16% | $40M |
| DFAX | 4.09% | 3.02% | +1.07% | $29M |
| AMD | 1.23% | 0.57% | +0.66% | $9M |
| CRWD | 1.27% | 0.63% | +0.64% | $9M |
| CIBR | 1.73% | 1.17% | +0.56% | $12M |
| PAVE | 2.13% | 1.57% | +0.55% | $15M |
| AVEM | 2.09% | 1.54% | +0.54% | $15M |
| USHY | 1.91% | 1.40% | +0.52% | $14M |
| DFIV | 1.94% | 1.42% | +0.52% | $14M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IYM | 0.00% | 1.53% | -1.53% | $0 |
| FCOM | 0.00% | 1.50% | -1.50% | $0 |
| IGLB | 0.00% | 1.37% | -1.37% | $0 |
| SYK | 0.00% | 1.36% | -1.36% | $0 |
| QQQ | 0.15% | 1.31% | -1.16% | $1M |
| VMBS | 0.00% | 0.75% | -0.75% | $0 |
| BRK-A | 0.65% | 1.18% | -0.53% | $5M |
| NFLX | 0.00% | 0.50% | -0.50% | $0 |
| JPM | 0.10% | 0.56% | -0.46% | $711K |
| SPY | 0.69% | 1.14% | -0.45% | $5M |
| SDY | 0.72% | 1.10% | -0.38% | $5M |
| JPIB | 1.28% | 1.63% | -0.36% | $9M |
| VIG | 1.09% | 1.42% | -0.32% | $8M |
| IWD | 0.03% | 0.33% | -0.30% | $231K |
| GOOG | 0.09% | 0.39% | -0.29% | $668K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 82 | $212M | 30.0% |
| Large Cap | 619 | $275M | 38.8% |
| Mid Cap | 295 | $130M | 18.3% |
| Small Cap | 132 | $63M | 8.9% |
| Micro Cap | 26 | $29M | 4.0% |
Portfolio Analytics
Avg Market Cap
$88.5B
Median Market Cap
$15.5B
Avg P/E
30.9
Median P/E
20.5
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
805
# ETFs / Funds
349
Top Holdings (1,154 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | 6.17% | 513,656 | $44M | $85.20 | $4M | +423,194 | +467.8% | |
| 2 | DFLV | 5.67% | 988,557 | $40M | $40.68 | $4M | -26,378 | -2.6% | |
| 3 | JCPB | 5.63% | 864,714 | $40M | $46.18 | -$961K | -3,872 | -0.5% | |
| 4 | JAAA | 5.15% | 722,899 | $37M | $50.50 | $2M | +29,135 | +4.2% | |
| 5 | DFAX | 4.09% | 793,729 | $29M | $36.51 | $1M | -17,349 | -2.1% | |
| 6 | GOOGL | 2.92% | 58,200 | $21M | $356.13 | -$2M | -19,119 | -24.7% | |
| 7 | AMZN | 2.91% | 75,967 | $21M | $271.58 | -$6M | -54,001 | -41.5% | |
| 8 | AAPL | 2.35% | 54,016 | $17M | $308.91 | -$5M | -30,621 | -36.2% | |
| 9 | NVDA | 2.18% | 76,905 | $15M | $200.75 | -$3M | -29,445 | -27.7% | |
| 10 | DSCO | 2.14% | 610,353 | $15M | $24.81 | — | +610,353 | — | NEW |
| 11 | PAVE | 2.13% | 267,397 | $15M | $56.36 | $711K | -15,214 | -5.4% | |
| 12 | AVEM | 2.09% | 165,221 | $15M | $89.51 | $691K | -9,737 | -5.6% | |
| 13 | XTL | 2.04% | 69,454 | $14M | $208.16 | — | +69,454 | — | NEW |
| 14 | CLOI | 2.02% | 269,896 | $14M | $52.99 | $352K | +5,185 | +2.0% | |
| 15 | XBI | 1.95% | 94,172 | $14M | $147.01 | $14M | +94,136 | +261488.9% | |
| 16 | DFIV | 1.94% | 239,939 | $14M | $57.27 | $740K | -6,400 | -2.6% | |
| 17 | USHY | 1.91% | 369,017 | $14M | $36.78 | $811K | +22,607 | +6.5% | |
| 18 | SEIX | 1.90% | 582,615 | $13M | $23.16 | -$4M | -155,757 | -21.1% | |
| 19 | FBND | 1.88% | 297,650 | $13M | $44.72 | -$4M | -74,714 | -20.1% | |
| 20 | MSFT | 1.76% | 26,866 | $12M | $464.72 | -$3M | -14,815 | -35.5% | |
| 21 | CIBR | 1.73% | 133,375 | $12M | $91.83 | $2M | -36,641 | -21.6% | |
| 22 | EVTR | 1.63% | 231,605 | $12M | $49.88 | -$3M | -58,183 | -20.1% | |
| 23 | AVGO | 1.42% | 25,899 | $10M | $389.28 | -$1M | -10,077 | -28.0% | |
| 24 | TSLA | 1.41% | 32,107 | $10M | $311.21 | -$5M | -7,555 | -19.1% | |
| 25 | IDHQ | 1.34% | 217,494 | $10M | $43.79 | $2M | -6,081 | -2.7% | |
| 26 | JPIB | 1.28% | 189,248 | $9M | $47.87 | -$6M | -122,687 | -39.3% | |
| 27 | CRWD | 1.27% | 47,177 | $9M | $190.86 | $3M | +32,505 | +221.5% | |
| 28 | ANGL | 1.27% | 310,481 | $9M | $28.92 | -$2M | -86,673 | -21.8% | |
| 29 | AMD | 1.23% | 18,265 | $9M | $476.15 | $3M | -7,356 | -28.7% | |
| 30 | SCHR | 1.13% | 329,251 | $8M | $24.41 | -$2M | -81,134 | -19.8% | |
| 31 | VIG | 1.09% | 32,419 | $8M | $239.17 | -$5M | -27,782 | -46.1% | |
| 32 | BRK-B | 1.09% | 15,097 | $8M | $511.54 | -$984K | -3,073 | -16.9% | |
| 33 | GEM | 1.05% | 152,372 | $7M | $49.03 | $620K | -6,222 | -3.9% | |
| 34 | FLTR | 1.02% | 280,947 | $7M | $25.61 | -$300K | -13,218 | -4.5% | |
| 35 | JBBB | 0.96% | 143,364 | $7M | $47.29 | -$4M | -95,227 | -39.9% | |
| 36 | NLR | 0.93% | 61,542 | $7M | $106.83 | -$3M | -12,009 | -16.3% | |
| 37 | VO | 0.91% | 79,792 | $6M | $80.95 | -$2M | +50,754 | +174.8% | |
| 38 | PULS | 0.80% | 114,212 | $6M | $49.54 | $202K | +3,998 | +3.6% | |
| 39 | SDY | 0.72% | 33,022 | $5M | $155.00 | -$5M | -35,865 | -52.1% | |
| 40 | PYLD | 0.71% | 192,418 | $5M | $26.15 | -$3M | -125,067 | -39.4% | |
| 41 | SPGM | 0.70% | 58,627 | $5M | $85.08 | $280K | -3,556 | -5.7% | |
| 42 | CGGR | 0.70% | 110,311 | $5M | $44.85 | $328K | -4,628 | -4.0% | |
| 43 | JQUA | 0.70% | 68,387 | $5M | $72.22 | $570K | -2,867 | -4.0% | |
| 44 | SPY | 0.69% | 6,554 | $5M | $747.03 | -$6M | -9,486 | -59.1% | |
| 45 | JMEE | 0.68% | 62,829 | $5M | $76.30 | $381K | -3,259 | -4.9% | |
| 46 | VTIP | 0.67% | 96,002 | $5M | $49.66 | -$192K | -3,287 | -3.3% | |
| 47 | VYM | 0.65% | 28,505 | $5M | $161.96 | -$3M | -20,391 | -41.7% | |
| 48 | BRK-A | 0.65% | 6 | $5M | $766,600.00 | -$6M | -9 | -60.0% | |
| 49 | JMBS | 0.57% | 91,197 | $4M | $44.12 | $35K | +2,908 | +3.3% | |
| 50 | PLTR | 0.56% | 32,363 | $4M | $123.06 | -$2M | -8,064 | -19.9% | |
| 51 | META | 0.54% | 6,918 | $4M | $556.67 | -$2M | -2,453 | -26.2% | |
| 52 | PDI | 0.51% | 227,585 | $4M | $16.00 | -$3M | -143,025 | -38.6% | |
| 53 | UBER | 0.50% | 50,106 | $4M | $70.36 | -$856K | -10,801 | -17.7% | |
| 54 | VT | 0.48% | 21,998 | $3M | $155.86 | -$2M | -20,298 | -48.0% | |
| 55 | LMBS | 0.38% | 55,078 | $3M | $49.49 | $76K | +1,887 | +3.5% | |
| 56 | GLD | 0.37% | 6,984 | $3M | $371.54 | -$423K | -29 | -0.4% | |
| 57 | FLOT | 0.35% | 48,976 | $3M | $51.06 | $90K | +1,659 | +3.5% | |
| 58 | OKLO | 0.35% | 63,665 | $2M | $38.83 | -$1M | -14,844 | -18.9% | |
| 59 | XLK | 0.31% | 12,640 | $2M | $175.35 | -$2M | -22,238 | -63.8% | |
| 60 | IVV | 0.25% | 2,315 | $2M | $750.45 | -$53K | -425 | -15.5% | |
| 61 | BNDW | 0.21% | 22,184 | $1M | $67.46 | -$51K | -452 | -2.0% | |
| 62 | VV | 0.21% | 4,348 | $1M | $343.58 | $194K | -1 | -0.0% | |
| 63 | VB | 0.19% | 4,581 | $1M | $295.14 | -$2M | -9,811 | -68.2% | |
| 64 | VEU | 0.19% | 15,871 | $1M | $82.85 | $192K | +922 | +6.2% | |
| 65 | ABBV | 0.18% | 5,066 | $1M | $250.93 | $62K | -495 | -8.9% | |
| 66 | SPAB | 0.17% | 47,465 | $1M | $25.11 | -$198K | -6,774 | -12.5% | |
| 67 | RDDT | 0.15% | 7,769 | $1M | $140.67 | -$2M | -16,774 | -68.3% | |
| 68 | QQQ | 0.15% | 1,552 | $1M | $687.89 | -$11M | -19,123 | -92.5% | |
| 69 | XONA.DE | 0.15% | 6,854 | $1M | $155.44 | -$765K | -3,934 | -36.5% | |
| 70 | PKW | 0.15% | 7,103 | $1M | $146.98 | -$87K | -1,515 | -17.6% | |
| 71 | QUAL | 0.14% | 4,613 | $1M | $219.32 | $115K | -62 | -1.3% | |
| 72 | SSUS | 0.14% | 18,482 | $1M | $54.48 | $79K | -1,395 | -7.0% | |
| 73 | DGX | 0.13% | 4,000 | $932K | $233.01 | $148K | — | — | |
| 74 | MINO | 0.12% | 19,172 | $859K | $44.82 | -$671K | -14,715 | -43.4% | |
| 75 | PSLV | 0.12% | 45,452 | $854K | $18.80 | -$215K | +1,591 | +3.6% | |
| 76 | ORLY | 0.10% | 8,125 | $726K | $89.35 | -$40K | -170 | -2.0% | |
| 77 | JPM | 0.10% | 2,022 | $711K | $351.79 | -$4M | -15,364 | -88.4% | |
| 78 | MAR | 0.10% | 1,896 | $707K | $372.83 | -$259K | -1,056 | -35.8% | |
| 79 | GOOG | 0.09% | 1,873 | $668K | $356.65 | -$3M | -10,435 | -84.8% | |
| 80 | IBB | 0.09% | 3,580 | $667K | $186.43 | -$2M | -12,654 | -78.0% | |
| 81 | XLF | 0.09% | 11,124 | $633K | $56.94 | -$276K | -7,298 | -39.6% | |
| 82 | SPTM | 0.09% | 6,927 | $628K | $90.73 | $60K | -267 | -3.7% | |
| 83 | SHYM | 0.09% | 27,780 | $615K | $22.13 | -$457K | -20,900 | -42.9% | |
| 84 | HCA | 0.09% | 1,509 | $608K | $402.59 | -$140K | -71 | -4.5% | |
| 85 | VTI | 0.08% | 1,624 | $598K | $368.30 | $36K | -129 | -7.4% | |
| 86 | XLY | 0.08% | 4,904 | $569K | $116.09 | $2K | -300 | -5.8% | |
| 87 | WMT | 0.08% | 5,091 | $566K | $111.20 | -$642K | -4,630 | -47.6% | |
| 88 | DFAC | 0.08% | 12,550 | $558K | $44.49 | $41K | -776 | -5.8% | |
| 89 | MUNI | 0.08% | 10,527 | $545K | $51.75 | -$435K | -8,248 | -43.9% | |
| 90 | DRI | 0.08% | 2,662 | $542K | $203.58 | $210K | +971 | +57.4% | |
| 91 | SPYM | 0.08% | 6,136 | $539K | $87.90 | $70K | +2 | +0.0% | |
| 92 | XLC | 0.07% | 4,815 | $521K | $108.24 | -$13K | — | — | |
| 93 | SMLF | 0.07% | 5,872 | $506K | $86.23 | $62K | -9 | -0.1% | |
| 94 | CSCO | 0.07% | 4,336 | $503K | $115.98 | -$77K | -3,135 | -42.0% | |
| 95 | DFUV | 0.07% | 9,043 | $503K | $55.59 | — | +9,043 | — | NEW |
| 96 | BAC | 0.07% | 8,034 | $498K | $61.95 | -$1K | -2,200 | -21.5% | |
| 97 | XLI | 0.07% | 2,735 | $492K | $179.84 | $50K | — | — | |
| 98 | UPS | 0.07% | 4,583 | $478K | $104.23 | $94K | +678 | +17.4% | |
| 99 | RCL | 0.07% | 1,494 | $476K | $318.30 | $126K | +223 | +17.6% | |
| 100 | JSI | 0.07% | 9,145 | $466K | $50.98 | $109K | +2,211 | +31.9% |