Asset Manager
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Destiny Wealth Partners, LLC
Market Value
$744M
+18.1%
Holdings
202
+25
New Purchases
40
Added To
68
Closed
10
Reduced
40
Top 10 Concentration
34.1%
Turnover
24.8%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| EVTR | 1.76% | 0.00% | +1.76% | $13M |
| DFAX | 2.98% | 1.66% | +1.32% | $22M |
| NLR | 1.19% | 0.00% | +1.19% | $9M |
| NVDA | 1.74% | 0.95% | +0.79% | $13M |
| VOT | 0.65% | 0.00% | +0.65% | $5M |
| JQUA | 0.59% | 0.00% | +0.59% | $4M |
| MSFT | 2.31% | 1.76% | +0.55% | $17M |
| AVGO | 1.42% | 0.88% | +0.54% | $11M |
| FLTR | 0.84% | 0.33% | +0.51% | $6M |
| IWD | 0.44% | 0.00% | +0.44% | $3M |
| VTIP | 0.74% | 0.36% | +0.38% | $6M |
| GOOGL | 1.33% | 0.96% | +0.38% | $10M |
| PLTR | 0.92% | 0.64% | +0.28% | $7M |
| NFLX | 0.98% | 0.72% | +0.26% | $7M |
| BIV | 1.17% | 0.91% | +0.26% | $9M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| PDBC | 0.00% | 1.52% | -1.52% | $0 |
| VGLT | 0.00% | 0.90% | -0.90% | $0 |
| JAAA | 5.92% | 6.78% | -0.86% | $44M |
| EMTL | 0.00% | 0.79% | -0.79% | $0 |
| MOAT | 0.00% | 0.65% | -0.65% | $0 |
| DFLV | 3.95% | 4.57% | -0.62% | $29M |
| JCPB | 3.66% | 4.22% | -0.57% | $27M |
| XT | 0.27% | 0.76% | -0.49% | $2M |
| CRM | 0.03% | 0.49% | -0.46% | $258K |
| BRK-A | 1.47% | 1.90% | -0.43% | $11M |
| BXSL | 1.61% | 2.02% | -0.41% | $12M |
| GLIN | 0.00% | 0.41% | -0.41% | $0 |
| VO | 0.47% | 0.88% | -0.40% | $4M |
| SYK | 2.06% | 2.45% | -0.38% | $15M |
| AAPL | 2.18% | 2.52% | -0.34% | $16M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 46 | $217M | 29.1% |
| Large Cap | 100 | $331M | 44.5% |
| Mid Cap | 34 | $150M | 20.2% |
| Small Cap | 18 | $46M | 6.1% |
| Micro Cap | 4 | $137K | 0.0% |
Portfolio Analytics
Avg Market Cap
$277.9B
Median Market Cap
$42.8B
Avg P/E
37.1
Median P/E
26.6
Avg Dividend Yield
0.01%
Avg Beta
0.92
# Stocks
72
# ETFs / Funds
130
Top Holdings (202 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | JAAA | 5.92% | 868,213 | $44M | $50.75 | $1M | +25,073 | +3.0% | |
| 2 | VUG | 4.86% | 82,424 | $36M | $438.40 | $6M | — | — | |
| 3 | DFLV | 3.95% | 947,175 | $29M | $31.02 | $559K | +4,330 | +0.5% | |
| 4 | AMZN | 3.92% | 132,936 | $29M | $219.39 | $6M | +10,327 | +8.4% | |
| 5 | JCPB | 3.66% | 578,252 | $27M | $47.06 | $599K | +12,497 | +2.2% | |
| 6 | DFAX | 2.98% | 755,020 | $22M | $29.37 | $12M | +356,319 | +89.4% | |
| 7 | MSFT | 2.31% | 34,507 | $17M | $497.40 | $6M | +4,971 | +16.8% | |
| 8 | XLK | 2.30% | 67,707 | $17M | $253.23 | $4M | +2,213 | +3.4% | |
| 9 | AAPL | 2.18% | 78,984 | $16M | $205.17 | $326K | +7,498 | +10.5% | |
| 10 | SYK | 2.06% | 38,818 | $15M | $395.63 | -$63K | -2,608 | -6.3% | |
| 11 | TOTL | 2.04% | 378,330 | $15M | $40.11 | $181K | +6,193 | +1.7% | |
| 12 | XLF | 1.83% | 260,374 | $14M | $52.37 | $1M | +8,609 | +3.4% | |
| 13 | EVTR | 1.76% | 258,089 | $13M | $50.87 | — | +258,089 | — | NEW |
| 14 | NVDA | 1.74% | 82,137 | $13M | $157.99 | $7M | +26,700 | +48.2% | |
| 15 | FCOM | 1.70% | 194,911 | $13M | $64.81 | $2M | +8,565 | +4.6% | |
| 16 | JBBB | 1.66% | 256,094 | $12M | $48.21 | $495K | +12,600 | +5.2% | |
| 17 | AVEM | 1.65% | 178,787 | $12M | $68.54 | $2M | +7,868 | +4.6% | |
| 18 | BXSL | 1.61% | 390,129 | $12M | $30.75 | -$753K | -3,854 | -1.0% | |
| 19 | VIG | 1.60% | 58,122 | $12M | $204.67 | $610K | -56 | -0.1% | |
| 20 | CIBR | 1.57% | 154,823 | $12M | $75.58 | $3M | +11,564 | +8.1% | |
| 21 | BRK-A | 1.47% | 15 | $11M | $728,800.00 | -$1M | — | — | |
| 22 | AVGO | 1.42% | 38,342 | $11M | $275.65 | $5M | +5,316 | +16.1% | |
| 23 | ANGL | 1.38% | 349,545 | $10M | $29.28 | $336K | +6,545 | +1.9% | |
| 24 | GOOGL | 1.33% | 56,323 | $10M | $176.23 | $4M | +17,250 | +44.1% | |
| 25 | USHY | 1.32% | 262,194 | $10M | $37.51 | $651K | +12,690 | +5.1% | |
| 26 | IBB | 1.29% | 75,784 | $10M | $126.51 | $652K | +5,919 | +8.5% | |
| 27 | SDY | 1.27% | 69,821 | $9M | $135.73 | $130K | +933 | +1.4% | |
| 28 | SRLN | 1.26% | 225,140 | $9M | $41.59 | $613K | +12,396 | +5.8% | |
| 29 | BRK-B | 1.24% | 19,005 | $9M | $485.77 | -$400K | +920 | +5.1% | |
| 30 | SCHR | 1.23% | 365,808 | $9M | $25.03 | $193K | +5,250 | +1.5% | |
| 31 | NLR | 1.19% | 79,754 | $9M | $111.18 | — | +79,754 | — | NEW |
| 32 | BIV | 1.17% | 113,032 | $9M | $77.34 | $3M | +37,892 | +50.4% | |
| 33 | CRWD | 1.14% | 16,639 | $8M | $509.31 | $3M | +693 | +4.3% | |
| 34 | QQQ | 1.12% | 15,052 | $8M | $551.63 | $1M | -227 | -1.5% | |
| 35 | DFIV | 1.05% | 181,981 | $8M | $42.83 | $485K | -3,709 | -2.0% | |
| 36 | VIGI | 0.99% | 82,045 | $7M | $90.12 | $126K | -5,589 | -6.4% | |
| 37 | NFLX | 0.98% | 5,435 | $7M | $1,339.13 | $3M | +599 | +12.4% | |
| 38 | JEPI | 0.94% | 122,671 | $7M | $56.85 | $154K | +3,326 | +2.8% | |
| 39 | META | 0.93% | 9,350 | $7M | $738.10 | $2M | +1,634 | +21.2% | |
| 40 | PLTR | 0.92% | 50,158 | $7M | $136.32 | $3M | +2,493 | +5.2% | |
| 41 | VYM | 0.88% | 49,204 | $7M | $133.31 | $132K | -635 | -1.3% | |
| 42 | FLTR | 0.84% | 245,008 | $6M | $25.50 | $4M | +164,400 | +203.9% | |
| 43 | GEM | 0.82% | 163,880 | $6M | $37.21 | $834K | +5,246 | +3.3% | |
| 44 | PULS | 0.82% | 122,003 | $6M | $49.76 | $508K | +10,138 | +9.1% | |
| 45 | SPY | 0.81% | 9,758 | $6M | $617.85 | $51K | -929 | -8.7% | |
| 46 | RDDT | 0.79% | 38,972 | $6M | $150.57 | $2M | -1,884 | -4.6% | |
| 47 | UBER | 0.77% | 61,731 | $6M | $93.30 | $2M | +4,182 | +7.3% | |
| 48 | TSLA | 0.75% | 17,474 | $6M | $317.65 | $2M | +5,634 | +47.6% | |
| 49 | VT | 0.75% | 43,153 | $6M | $128.52 | $523K | -165 | -0.4% | |
| 50 | VTIP | 0.74% | 109,599 | $6M | $50.27 | $3M | +64,371 | +142.3% | |
| 51 | CGGR | 0.68% | 124,907 | $5M | $40.65 | $1M | +6,856 | +5.8% | |
| 52 | VOT | 0.65% | 17,099 | $5M | $284.39 | — | +17,099 | — | NEW |
| 53 | JQUA | 0.59% | 73,403 | $4M | $60.05 | — | +73,403 | — | NEW |
| 54 | AVDV | 0.54% | 50,641 | $4M | $79.28 | $435K | -689 | -1.3% | |
| 55 | SPGM | 0.54% | 58,018 | $4M | $69.00 | $595K | +3,420 | +6.3% | |
| 56 | JMBS | 0.53% | 88,018 | $4M | $45.05 | -$109K | -2,127 | -2.4% | |
| 57 | JMEE | 0.51% | 63,706 | $4M | $59.21 | $288K | +1,467 | +2.4% | |
| 58 | ONEV | 0.48% | 27,575 | $4M | $129.10 | $66K | +19 | +0.1% | |
| 59 | VO | 0.47% | 12,550 | $4M | $279.83 | -$2M | -8,798 | -41.2% | |
| 60 | VB | 0.44% | 13,893 | $3M | $236.98 | $999K | +3,553 | +34.4% | |
| 61 | IWD | 0.44% | 16,767 | $3M | $194.23 | — | +16,767 | — | NEW |
| 62 | LMBS | 0.39% | 59,543 | $3M | $49.26 | $245K | +4,864 | +8.9% | |
| 63 | FLOT | 0.36% | 52,408 | $3M | $51.02 | $226K | +4,456 | +9.3% | |
| 64 | SPSB | 0.32% | 79,791 | $2M | $30.19 | $7K | — | — | |
| 65 | XT | 0.27% | 30,815 | $2M | $65.25 | -$3M | -52,689 | -63.1% | |
| 66 | ITOT | 0.27% | 14,732 | $2M | $135.04 | $192K | — | — | |
| 67 | ONEQ | 0.25% | 22,850 | $2M | $80.10 | $275K | — | — | |
| 68 | VOO | 0.24% | 3,095 | $2M | $568.03 | $168K | +1 | +0.0% | |
| 69 | BOTZ | 0.20% | 45,011 | $1M | $32.65 | $260K | +2,502 | +5.9% | |
| 70 | SPAB | 0.20% | 56,900 | $1M | $25.60 | -$22K | -994 | -1.7% | |
| 71 | IVV | 0.19% | 2,257 | $1M | $620.90 | $78K | -99 | -4.2% | |
| 72 | FDN | 0.18% | 5,032 | $1M | $269.33 | $237K | — | — | |
| 73 | VTV | 0.18% | 7,616 | $1M | $176.74 | $714K | +3,955 | +108.0% | |
| 74 | VV | 0.18% | 4,666 | $1M | $285.30 | $126K | -23 | -0.5% | |
| 75 | BNDW | 0.17% | 18,600 | $1M | $69.33 | $91K | +1,180 | +6.8% | |
| 76 | GOOG | 0.17% | 7,229 | $1M | $177.39 | $287K | +856 | +13.4% | |
| 77 | VXF | 0.17% | 6,583 | $1M | $192.71 | $135K | — | — | |
| 78 | IJR | 0.17% | 11,458 | $1M | $109.29 | — | +11,458 | — | NEW |
| 79 | XOM | 0.16% | 11,119 | $1M | $107.80 | $115K | +2,004 | +22.0% | |
| 80 | JPM | 0.16% | 4,099 | $1M | $289.91 | $686K | +2,052 | +100.2% | |
| 81 | GLD | 0.16% | 3,834 | $1M | $304.83 | $128K | +221 | +6.1% | |
| 82 | USMV | 0.16% | 12,402 | $1M | $93.87 | -$23K | -273 | -2.1% | |
| 83 | PKW | 0.15% | 9,092 | $1M | $123.60 | $74K | -223 | -2.4% | |
| 84 | ORLY | 0.14% | 11,420 | $1M | $90.13 | -$47K | +10,669 | +1420.6% | |
| 85 | VEU | 0.14% | 15,299 | $1M | $67.22 | $100K | — | — | |
| 86 | VEA | 0.13% | 17,533 | $1000K | $57.01 | $107K | -34 | -0.2% | |
| 87 | ABBV | 0.13% | 5,287 | $981K | $185.62 | -$33K | +445 | +9.2% | |
| 88 | IJH | 0.13% | 15,252 | $946K | $62.02 | — | +15,252 | — | NEW |
| 89 | PEP | 0.13% | 7,111 | $939K | $132.04 | $44K | +1,146 | +19.2% | |
| 90 | SSUS | 0.13% | 20,766 | $934K | $44.97 | $88K | — | — | |
| 91 | V | 0.13% | 2,621 | $931K | $355.10 | $493K | +1,373 | +110.0% | |
| 92 | HCA | 0.12% | 2,335 | $895K | $383.10 | $112K | +70 | +3.1% | |
| 93 | MINO | 0.12% | 19,718 | $872K | $44.23 | -$41K | -699 | -3.4% | |
| 94 | QUAL | 0.11% | 4,565 | $835K | $182.82 | $17K | -221 | -4.6% | |
| 95 | ESGU | 0.11% | 5,923 | $801K | $135.30 | $66K | -112 | -1.9% | |
| 96 | MAR | 0.11% | 2,881 | $787K | $273.23 | $327K | +947 | +49.0% | |
| 97 | IWV | 0.10% | 2,154 | $756K | $351.00 | — | +2,154 | — | NEW |
| 98 | BIL | 0.10% | 8,153 | $748K | $91.73 | $331K | +3,606 | +79.3% | |
| 99 | TT | 0.10% | 1,709 | $748K | $437.41 | — | +1,709 | — | NEW |
| 100 | DGX | 0.10% | 4,000 | $719K | $179.63 | $42K | — | — |