Asset Manager
← All Institutions
Destiny Wealth Partners, LLC
Market Value
$816M
+9.7%
Holdings
207
+6
New Purchases
16
Added To
83
Closed
3
Reduced
47
Top 10 Concentration
34.3%
Turnover
9.2%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| TSLA | 2.14% | 0.75% | +1.39% | $17M |
| GOOGL | 2.38% | 1.34% | +1.05% | $19M |
| NVDA | 2.36% | 1.75% | +0.61% | $19M |
| AAPL | 2.75% | 2.18% | +0.57% | $22M |
| NLR | 1.73% | 1.19% | +0.54% | $14M |
| SHYM | 0.10% | 0.00% | +0.10% | $839K |
| XLK | 2.38% | 2.31% | +0.08% | $19M |
| NEA | 0.06% | 0.00% | +0.06% | $509K |
| SEIX | 0.06% | 0.00% | +0.06% | $473K |
| VUG | 4.92% | 4.86% | +0.06% | $40M |
| DFAX | 3.04% | 2.98% | +0.06% | $25M |
| USHY | 1.38% | 1.32% | +0.05% | $11M |
| SRLN | 1.31% | 1.26% | +0.05% | $11M |
| AVEM | 1.70% | 1.65% | +0.05% | $14M |
| GLD | 0.20% | 0.16% | +0.05% | $2M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IBB | 0.29% | 1.29% | -1.00% | $2M |
| AMZN | 3.40% | 3.92% | -0.53% | $28M |
| NFLX | 0.61% | 0.98% | -0.36% | $5M |
| CRWD | 0.80% | 1.14% | -0.34% | $7M |
| SYK | 1.73% | 2.07% | -0.33% | $14M |
| BXSL | 1.33% | 1.61% | -0.28% | $11M |
| JAAA | 5.69% | 5.93% | -0.24% | $46M |
| JCPB | 3.45% | 3.66% | -0.21% | $28M |
| BOTZ | 0.00% | 0.20% | -0.20% | $0 |
| META | 0.78% | 0.93% | -0.15% | $6M |
| BRK-B | 1.13% | 1.24% | -0.11% | $9M |
| CIBR | 1.46% | 1.57% | -0.11% | $12M |
| BIV | 1.08% | 1.18% | -0.09% | $9M |
| SDY | 1.19% | 1.27% | -0.09% | $10M |
| BRK-A | 1.39% | 1.47% | -0.08% | $11M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 50 | $265M | 32.5% |
| Large Cap | 102 | $345M | 42.3% |
| Mid Cap | 32 | $153M | 18.8% |
| Small Cap | 19 | $51M | 6.3% |
| Micro Cap | 4 | $988K | 0.1% |
Portfolio Analytics
Avg Market Cap
$291.2B
Median Market Cap
$46.9B
Avg P/E
32.5
Median P/E
22.0
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
77
# ETFs / Funds
130
Top Holdings (207 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | JAAA | 5.69% | 913,944 | $46M | $50.78 | $2M | +45,731 | +5.3% | |
| 2 | VUG | 4.92% | 83,625 | $40M | $479.61 | $4M | +1,201 | +1.5% | |
| 3 | DFLV | 3.93% | 973,514 | $32M | $32.90 | $3M | +26,339 | +2.8% | |
| 4 | JCPB | 3.45% | 591,581 | $28M | $47.55 | $917K | +13,329 | +2.3% | |
| 5 | AMZN | 3.40% | 126,157 | $28M | $219.57 | -$1M | -6,779 | -5.1% | |
| 6 | DFAX | 3.04% | 789,739 | $25M | $31.38 | $3M | +34,719 | +4.6% | |
| 7 | AAPL | 2.75% | 87,957 | $22M | $254.63 | $6M | +8,973 | +11.4% | |
| 8 | XLK | 2.38% | 68,945 | $19M | $281.86 | $2M | +1,238 | +1.8% | |
| 9 | GOOGL | 2.38% | 79,902 | $19M | $243.10 | $9M | +23,579 | +41.9% | |
| 10 | NVDA | 2.36% | 103,097 | $19M | $186.58 | $6M | +20,960 | +25.5% | |
| 11 | MSFT | 2.27% | 35,756 | $19M | $517.95 | $1M | +1,249 | +3.6% | |
| 12 | TSLA | 2.14% | 39,199 | $17M | $444.72 | $12M | +21,725 | +124.3% | |
| 13 | TOTL | 2.03% | 407,439 | $17M | $40.57 | $1M | +29,109 | +7.7% | |
| 14 | XLF | 1.77% | 268,115 | $14M | $53.87 | $808K | +7,741 | +3.0% | |
| 15 | EVTR | 1.75% | 277,253 | $14M | $51.45 | $1M | +19,164 | +7.4% | |
| 16 | FCOM | 1.74% | 199,798 | $14M | $70.97 | $2M | +4,887 | +2.5% | |
| 17 | SYK | 1.73% | 38,259 | $14M | $369.67 | -$1M | -559 | -1.4% | |
| 18 | NLR | 1.73% | 104,197 | $14M | $135.65 | $5M | +24,443 | +30.6% | |
| 19 | AVEM | 1.70% | 184,092 | $14M | $75.11 | $2M | +5,305 | +3.0% | |
| 20 | JBBB | 1.63% | 275,984 | $13M | $48.17 | $948K | +19,890 | +7.8% | |
| 21 | VIG | 1.56% | 58,959 | $13M | $215.79 | $827K | +837 | +1.4% | |
| 22 | CIBR | 1.46% | 157,067 | $12M | $76.01 | $237K | +2,244 | +1.4% | |
| 23 | AVGO | 1.41% | 34,966 | $12M | $329.91 | $967K | -3,376 | -8.8% | |
| 24 | BRK-A | 1.39% | 15 | $11M | $754,200.00 | $381K | — | — | |
| 25 | USHY | 1.38% | 296,944 | $11M | $37.78 | $1M | +34,750 | +13.2% | |
| 26 | ANGL | 1.37% | 375,144 | $11M | $29.73 | $918K | +25,599 | +7.3% | |
| 27 | BXSL | 1.33% | 415,977 | $11M | $26.07 | -$1M | +25,848 | +6.6% | |
| 28 | SRLN | 1.31% | 257,145 | $11M | $41.58 | $1M | +32,005 | +14.2% | |
| 29 | SCHR | 1.21% | 393,136 | $10M | $25.13 | $723K | +27,328 | +7.5% | |
| 30 | SDY | 1.19% | 69,081 | $10M | $140.05 | $198K | -740 | -1.1% | |
| 31 | QQQ | 1.15% | 15,596 | $9M | $600.38 | $1M | +544 | +3.6% | |
| 32 | BRK-B | 1.13% | 18,354 | $9M | $502.74 | -$5K | -651 | -3.4% | |
| 33 | BIV | 1.08% | 113,101 | $9M | $78.09 | $90K | +69 | +0.1% | |
| 34 | DFIV | 1.05% | 186,557 | $9M | $46.12 | $810K | +4,576 | +2.5% | |
| 35 | JEPI | 0.93% | 132,953 | $8M | $57.10 | $618K | +10,282 | +8.4% | |
| 36 | VIGI | 0.93% | 84,345 | $8M | $89.57 | $161K | +2,300 | +2.8% | |
| 37 | PLTR | 0.87% | 39,007 | $7M | $182.42 | $278K | -11,151 | -22.2% | |
| 38 | VYM | 0.84% | 48,875 | $7M | $140.95 | $330K | -329 | -0.7% | |
| 39 | GEM | 0.84% | 168,681 | $7M | $40.73 | $772K | +4,801 | +2.9% | |
| 40 | RDDT | 0.81% | 28,721 | $7M | $229.99 | $738K | -10,251 | -26.3% | |
| 41 | CRWD | 0.80% | 13,320 | $7M | $490.38 | -$2M | -3,319 | -19.9% | |
| 42 | FLTR | 0.79% | 253,223 | $6M | $25.57 | $227K | +8,215 | +3.4% | |
| 43 | SPY | 0.79% | 9,703 | $6M | $666.18 | $435K | -55 | -0.6% | |
| 44 | META | 0.78% | 8,617 | $6M | $734.40 | -$573K | -733 | -7.8% | |
| 45 | PULS | 0.74% | 121,721 | $6M | $49.83 | -$6K | -282 | -0.2% | |
| 46 | VT | 0.73% | 43,152 | $6M | $137.80 | $400K | -1 | — | |
| 47 | VTIP | 0.70% | 112,472 | $6M | $50.63 | $185K | +2,873 | +2.6% | |
| 48 | UBER | 0.69% | 57,556 | $6M | $97.97 | -$121K | -4,175 | -6.8% | |
| 49 | CGGR | 0.62% | 114,719 | $5M | $43.92 | -$39K | -10,188 | -8.2% | |
| 50 | NFLX | 0.61% | 4,179 | $5M | $1,198.92 | -$2M | -1,256 | -23.1% | |
| 51 | SPGM | 0.58% | 63,231 | $5M | $74.90 | $733K | +5,213 | +9.0% | |
| 52 | VOT | 0.57% | 15,867 | $5M | $293.80 | -$201K | -1,232 | -7.2% | |
| 53 | AVDV | 0.56% | 51,355 | $5M | $89.03 | $557K | +714 | +1.4% | |
| 54 | JQUA | 0.53% | 68,579 | $4M | $62.91 | -$94K | -4,824 | -6.6% | |
| 55 | JMEE | 0.51% | 65,772 | $4M | $63.43 | $400K | +2,066 | +3.2% | |
| 56 | JMBS | 0.49% | 87,405 | $4M | $45.67 | $27K | -613 | -0.7% | |
| 57 | ONEV | 0.46% | 28,292 | $4M | $133.11 | $206K | +717 | +2.6% | |
| 58 | VO | 0.46% | 12,640 | $4M | $293.74 | $201K | +90 | +0.7% | |
| 59 | VB | 0.45% | 14,486 | $4M | $254.28 | $391K | +593 | +4.3% | |
| 60 | LMBS | 0.36% | 59,286 | $3M | $49.79 | $19K | -257 | -0.4% | |
| 61 | IWD | 0.36% | 14,293 | $3M | $203.59 | -$347K | -2,474 | -14.8% | |
| 62 | FLOT | 0.33% | 52,262 | $3M | $51.09 | -$4K | -146 | -0.3% | |
| 63 | SPSB | 0.30% | 79,791 | $2M | $30.29 | $8K | — | — | |
| 64 | IBB | 0.29% | 16,430 | $2M | $144.37 | -$7M | -59,354 | -78.3% | |
| 65 | XT | 0.27% | 30,400 | $2M | $71.94 | $176K | -415 | -1.4% | |
| 66 | ITOT | 0.26% | 14,732 | $2M | $145.65 | $156K | — | — | |
| 67 | ONEQ | 0.25% | 22,850 | $2M | $89.13 | $206K | — | — | |
| 68 | VOO | 0.23% | 3,129 | $2M | $612.38 | $158K | +34 | +1.1% | |
| 69 | IVV | 0.23% | 2,763 | $2M | $669.27 | $448K | +506 | +22.4% | |
| 70 | GOOG | 0.21% | 6,991 | $2M | $243.55 | $420K | -238 | -3.3% | |
| 71 | GLD | 0.20% | 4,657 | $2M | $355.47 | $487K | +823 | +21.5% | |
| 72 | BNDW | 0.20% | 23,021 | $2M | $69.66 | $314K | +4,421 | +23.8% | |
| 73 | VTV | 0.19% | 8,443 | $2M | $186.49 | $228K | +827 | +10.9% | |
| 74 | SPAB | 0.18% | 56,782 | $1M | $25.85 | $11K | -118 | -0.2% | |
| 75 | VV | 0.18% | 4,666 | $1M | $307.86 | $105K | — | — | |
| 76 | FDN | 0.17% | 5,032 | $1M | $279.84 | $53K | — | — | |
| 77 | IJR | 0.17% | 11,663 | $1M | $118.83 | $134K | +205 | +1.8% | |
| 78 | VXF | 0.17% | 6,583 | $1M | $209.34 | $109K | — | — | |
| 79 | ABBV | 0.17% | 5,812 | $1M | $231.54 | $364K | +525 | +9.9% | |
| 80 | JPM | 0.16% | 4,184 | $1M | $315.43 | $131K | +85 | +2.1% | |
| 81 | ORLY | 0.15% | 11,512 | $1M | $107.81 | $212K | +92 | +0.8% | |
| 82 | XONA.DE | 0.15% | 10,745 | $1M | $112.75 | $13K | -374 | -3.4% | |
| 83 | MINO | 0.15% | 26,585 | $1M | $45.31 | $332K | +6,867 | +34.8% | |
| 84 | PKW | 0.15% | 9,000 | $1M | $132.48 | $69K | -92 | -1.0% | |
| 85 | VEU | 0.13% | 15,299 | $1M | $71.37 | $63K | — | — | |
| 86 | USMV | 0.13% | 11,168 | $1M | $95.14 | -$102K | -1,234 | -9.9% | |
| 87 | VEA | 0.13% | 17,533 | $1M | $59.92 | $51K | — | — | |
| 88 | IJH | 0.13% | 15,900 | $1M | $65.26 | $92K | +648 | +4.2% | |
| 89 | PEP | 0.13% | 7,327 | $1M | $140.45 | $90K | +216 | +3.0% | |
| 90 | SSUS | 0.12% | 20,766 | $1M | $48.31 | $69K | — | — | |
| 91 | HCA | 0.12% | 2,335 | $995K | $426.20 | $101K | — | — | |
| 92 | QUAL | 0.12% | 4,931 | $959K | $194.50 | $125K | +366 | +8.0% | |
| 93 | WMT | 0.11% | 8,813 | $908K | $103.06 | $310K | +2,697 | +44.1% | |
| 94 | V | 0.11% | 2,609 | $891K | $341.37 | -$40K | -12 | -0.5% | |
| 95 | ESGU | 0.11% | 5,923 | $862K | $145.60 | $61K | — | — | |
| 96 | SHYM | 0.10% | 37,577 | $839K | $22.34 | — | +37,577 | — | NEW |
| 97 | IWV | 0.10% | 2,154 | $816K | $378.94 | $60K | — | — | |
| 98 | GSIE | 0.10% | 19,798 | $814K | $41.11 | $174K | +3,668 | +22.7% | |
| 99 | MAR | 0.09% | 2,951 | $769K | $260.48 | -$18K | +70 | +2.4% | |
| 100 | MUNI | 0.09% | 14,663 | $767K | $52.28 | $181K | +3,269 | +28.7% |