Asset Manager
← All Institutions
Destiny Wealth Partners, LLC
Market Value
$913M
+4.9%
Holdings
1,142
+921
New Purchases
932
Added To
77
Closed
2
Reduced
63
Top 10 Concentration
31.3%
Turnover
81.8%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| FBND | 1.86% | 0.00% | +1.86% | $17M |
| JPIB | 1.63% | 0.00% | +1.63% | $15M |
| IYM | 1.53% | 0.00% | +1.53% | $14M |
| CLOI | 1.53% | 0.00% | +1.53% | $14M |
| IGLB | 1.37% | 0.00% | +1.37% | $13M |
| PYLD | 0.91% | 0.00% | +0.91% | $8M |
| IDHQ | 0.87% | 0.00% | +0.87% | $8M |
| PDI | 0.69% | 0.00% | +0.69% | $6M |
| VO | 0.91% | 0.43% | +0.48% | $8M |
| OKLO | 0.43% | 0.00% | +0.43% | $4M |
| JPM | 0.56% | 0.14% | +0.42% | $5M |
| SPY | 1.14% | 0.87% | +0.27% | $10M |
| QQQ | 1.31% | 1.11% | +0.20% | $12M |
| ETB | 0.19% | 0.00% | +0.19% | $2M |
| EPD | 0.18% | 0.00% | +0.18% | $2M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| TOTL | 0.01% | 1.97% | -1.96% | $65K |
| XLK | 0.51% | 2.30% | -1.79% | $5M |
| VCLT | 0.00% | 1.44% | -1.44% | $15K |
| SRLN | 0.00% | 1.28% | -1.28% | $5 |
| BXSL | 0.22% | 1.26% | -1.04% | $2M |
| VIGI | 0.03% | 0.97% | -0.94% | $264K |
| NLR | 1.07% | 1.81% | -0.73% | $10M |
| VUG | 4.33% | 4.99% | -0.67% | $40M |
| GOOGL | 2.43% | 3.03% | -0.60% | $22M |
| VOT | 0.01% | 0.52% | -0.52% | $57K |
| TSLA | 1.61% | 1.98% | -0.37% | $15M |
| JBBB | 1.22% | 1.55% | -0.34% | $11M |
| AMZN | 2.96% | 3.29% | -0.33% | $27M |
| RDDT | 0.36% | 0.69% | -0.33% | $3M |
| MSFT | 1.69% | 2.01% | -0.32% | $15M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 81 | $281M | 30.8% |
| Large Cap | 611 | $369M | 40.4% |
| Mid Cap | 293 | $159M | 17.4% |
| Small Cap | 132 | $87M | 9.5% |
| Micro Cap | 25 | $18M | 1.9% |
Portfolio Analytics
Avg Market Cap
$87.4B
Median Market Cap
$15.7B
Avg P/E
31.0
Median P/E
20.5
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
797
# ETFs / Funds
345
Top Holdings (1,142 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | JCPB | 4.48% | 868,586 | $41M | $47.08 | $234K | +13,682 | +1.6% | |
| 2 | VUG | 4.33% | 90,462 | $40M | $436.79 | -$4M | +1,152 | +1.3% | |
| 3 | DFLV | 3.97% | 1,014,935 | $36M | $35.71 | -$739K | -20,699 | -2.0% | |
| 4 | JAAA | 3.83% | 693,764 | $35M | $50.37 | -$1M | -14,489 | -2.0% | |
| 5 | DFAX | 3.02% | 811,078 | $28M | $33.97 | -$395K | +7,777 | +1.0% | |
| 6 | AMZN | 2.96% | 129,968 | $27M | $208.27 | -$2M | +9,649 | +8.0% | |
| 7 | GOOGL | 2.43% | 77,319 | $22M | $287.56 | -$4M | -1,945 | -2.5% | |
| 8 | AAPL | 2.35% | 84,637 | $21M | $253.79 | $2M | +8,135 | +10.6% | |
| 9 | NVDA | 2.03% | 106,350 | $19M | $174.40 | -$1M | +66 | +0.1% | |
| 10 | SEIX | 1.86% | 738,372 | $17M | $23.06 | $79K | +11,998 | +1.6% | |
| 11 | FBND | 1.86% | 372,364 | $17M | $45.62 | — | +372,364 | — | NEW |
| 12 | MSFT | 1.69% | 41,681 | $15M | $370.17 | -$2M | +4,385 | +11.8% | |
| 13 | JPIB | 1.63% | 311,935 | $15M | $47.82 | — | +311,935 | — | NEW |
| 14 | TSLA | 1.61% | 39,662 | $15M | $371.75 | -$3M | -48 | -0.1% | |
| 15 | EVTR | 1.61% | 289,788 | $15M | $50.75 | -$231K | +1,132 | +0.4% | |
| 16 | PAVE | 1.57% | 282,611 | $14M | $50.81 | -$46K | +808 | +0.3% | |
| 17 | AVEM | 1.54% | 174,958 | $14M | $80.58 | -$1M | -8,673 | -4.7% | |
| 18 | IYM | 1.53% | 79,439 | $14M | $175.92 | — | +79,439 | — | NEW |
| 19 | CLOI | 1.53% | 264,711 | $14M | $52.70 | — | +264,711 | — | NEW |
| 20 | FCOM | 1.50% | 200,794 | $14M | $68.12 | -$1M | +1,161 | +0.6% | |
| 21 | DFIV | 1.42% | 246,339 | $13M | $52.78 | -$171K | -4,905 | -1.9% | |
| 22 | VIG | 1.42% | 60,201 | $13M | $215.06 | -$607K | -151 | -0.2% | |
| 23 | USHY | 1.40% | 346,410 | $13M | $36.84 | $1M | +36,806 | +11.9% | |
| 24 | IGLB | 1.37% | 252,840 | $13M | $49.63 | — | +252,840 | — | NEW |
| 25 | SYK | 1.36% | 37,811 | $12M | $328.59 | -$1M | -401 | -1.1% | |
| 26 | QQQ | 1.31% | 20,675 | $12M | $577.17 | $2M | +5,205 | +33.6% | |
| 27 | ANGL | 1.25% | 397,154 | $11M | $28.72 | -$205K | +4,879 | +1.2% | |
| 28 | AVGO | 1.22% | 35,976 | $11M | $309.51 | -$329K | +686 | +1.9% | |
| 29 | JBBB | 1.22% | 238,591 | $11M | $46.61 | -$2M | -42,200 | -15.0% | |
| 30 | BRK-A | 1.18% | 15 | $11M | $718,140.00 | -$124K | — | — | |
| 31 | CIBR | 1.17% | 170,016 | $11M | $62.68 | -$1M | +4,503 | +2.7% | |
| 32 | SPY | 1.14% | 16,040 | $10M | $650.34 | $3M | +5,094 | +46.5% | |
| 33 | SCHR | 1.12% | 410,385 | $10M | $24.91 | -$29K | +988 | +0.2% | |
| 34 | SDY | 1.10% | 68,887 | $10M | $145.94 | -$84K | -208 | -0.3% | |
| 35 | NLR | 1.07% | 73,551 | $10M | $133.19 | -$6M | -32,424 | -30.6% | |
| 36 | BRK-B | 0.95% | 18,170 | $9M | $479.20 | -$78K | — | — | |
| 37 | VO | 0.91% | 29,038 | $8M | $287.18 | $5M | +16,576 | +133.0% | |
| 38 | PYLD | 0.91% | 317,485 | $8M | $26.20 | — | +317,485 | — | NEW |
| 39 | IDHQ | 0.87% | 223,575 | $8M | $35.37 | — | +223,575 | — | NEW |
| 40 | FLTR | 0.82% | 294,165 | $7M | $25.48 | $244K | +10,485 | +3.7% | |
| 41 | VYM | 0.79% | 48,896 | $7M | $148.10 | -$16K | -4 | -0.0% | |
| 42 | GEM | 0.75% | 158,594 | $7M | $43.20 | -$479K | -4,732 | -2.9% | |
| 43 | VMBS | 0.75% | 145,153 | $7M | $46.95 | -$50K | -48 | -0.0% | |
| 44 | PDI | 0.69% | 370,610 | $6M | $17.11 | — | +370,610 | — | NEW |
| 45 | PLTR | 0.65% | 40,427 | $6M | $146.28 | -$719K | +819 | +2.1% | |
| 46 | VT | 0.64% | 42,296 | $6M | $138.32 | -$330K | -81 | -0.2% | |
| 47 | CRWD | 0.63% | 14,672 | $6M | $390.41 | -$960K | +392 | +2.8% | |
| 48 | PULS | 0.60% | 110,214 | $5M | $49.50 | -$255K | -4,542 | -4.0% | |
| 49 | META | 0.59% | 9,371 | $5M | $572.15 | -$725K | +319 | +3.5% | |
| 50 | AMD | 0.57% | 25,621 | $5M | $203.43 | -$1M | +681 | +2.7% | |
| 51 | JPM | 0.56% | 17,386 | $5M | $294.16 | $4M | +13,202 | +315.5% | |
| 52 | VTIP | 0.54% | 99,289 | $5M | $49.95 | $212K | +3,444 | +3.6% | |
| 53 | SPGM | 0.52% | 62,183 | $5M | $75.71 | -$331K | -1,373 | -2.2% | |
| 54 | XLK | 0.51% | 34,878 | $5M | $132.90 | -$15M | -102,102 | -74.5% | |
| 55 | CGGR | 0.51% | 114,939 | $5M | $40.19 | -$468K | +1,710 | +1.5% | |
| 56 | NFLX | 0.50% | 47,401 | $5M | $96.15 | $653K | +1,839 | +4.0% | |
| 57 | JMEE | 0.48% | 66,088 | $4M | $66.77 | -$206K | -1,819 | -2.7% | |
| 58 | UBER | 0.48% | 60,907 | $4M | $71.93 | -$435K | +2,156 | +3.7% | |
| 59 | JQUA | 0.48% | 71,254 | $4M | $61.32 | -$113K | +1,884 | +2.7% | |
| 60 | JMBS | 0.44% | 88,289 | $4M | $45.18 | -$39K | +656 | +0.8% | |
| 61 | OKLO | 0.43% | 78,509 | $4M | $49.59 | — | +78,509 | — | NEW |
| 62 | VB | 0.41% | 14,392 | $4M | $261.92 | -$173K | +3 | +0.0% | |
| 63 | GOOG | 0.39% | 12,308 | $4M | $286.86 | $1M | +5,361 | +77.2% | |
| 64 | RDDT | 0.36% | 24,543 | $3M | $134.65 | -$3M | -3,607 | -12.8% | |
| 65 | IWD | 0.33% | 14,293 | $3M | $213.67 | -$78K | — | — | |
| 66 | GLD | 0.33% | 7,013 | $3M | $430.29 | -$12K | +494 | +7.6% | |
| 67 | IBB | 0.30% | 16,234 | $3M | $168.85 | -$124K | -60 | -0.4% | |
| 68 | LMBS | 0.29% | 53,191 | $3M | $49.81 | -$131K | -2,321 | -4.2% | |
| 69 | FLOT | 0.26% | 47,317 | $2M | $50.95 | -$102K | -1,938 | -3.9% | |
| 70 | XT | 0.23% | 30,209 | $2M | $68.15 | -$140K | — | — | |
| 71 | ITOT | 0.22% | 14,393 | $2M | $142.43 | -$184K | -339 | -2.3% | |
| 72 | BXSL | 0.22% | 84,649 | $2M | $23.69 | -$9M | -337,177 | -79.9% | |
| 73 | ONEQ | 0.21% | 22,850 | $2M | $84.91 | -$181K | — | — | |
| 74 | SPSB | 0.21% | 62,591 | $2M | $30.07 | -$12K | — | — | |
| 75 | XONA.DE | 0.20% | 10,788 | $2M | $169.65 | $512K | +1,010 | +10.3% | |
| 76 | IVV | 0.20% | 2,740 | $2M | $653.27 | $63 | +168 | +6.5% | |
| 77 | VOO | 0.19% | 2,960 | $2M | $597.55 | -$225K | -169 | -5.4% | |
| 78 | ETB | 0.19% | 119,355 | $2M | $14.42 | — | +119,355 | — | NEW |
| 79 | EPD | 0.18% | 43,400 | $2M | $37.84 | — | +43,400 | — | NEW |
| 80 | VXF | 0.17% | 7,746 | $2M | $205.80 | $151K | +1,163 | +17.7% | |
| 81 | MCD | 0.17% | 5,041 | $2M | $310.80 | $1M | +3,609 | +252.0% | |
| 82 | VTV | 0.17% | 7,891 | $2M | $196.20 | -$74K | -292 | -3.6% | |
| 83 | BNDW | 0.17% | 22,636 | $2M | $68.35 | -$28K | -186 | -0.8% | |
| 84 | MINO | 0.17% | 33,887 | $2M | $45.17 | $214K | +4,994 | +17.3% | |
| 85 | IJR | 0.16% | 11,497 | $1M | $124.31 | -$64K | -156 | -1.3% | |
| 86 | SPAB | 0.15% | 54,239 | $1M | $25.62 | -$45K | -1,295 | -2.3% | |
| 87 | VV | 0.14% | 4,349 | $1M | $298.84 | -$190K | -317 | -6.8% | |
| 88 | ABBV | 0.13% | 5,561 | $1M | $217.49 | $93K | +506 | +10.0% | |
| 89 | WMT | 0.13% | 9,721 | $1M | $124.28 | $41K | -196 | -2.0% | |
| 90 | FDN | 0.13% | 5,032 | $1M | $234.03 | -$163K | — | — | |
| 91 | LLY | 0.13% | 1,276 | $1M | $919.77 | $327K | +479 | +60.1% | |
| 92 | PKW | 0.12% | 8,618 | $1M | $131.25 | -$42K | — | — | |
| 93 | VEA | 0.12% | 17,593 | $1M | $64.08 | -$31K | +60 | +0.3% | |
| 94 | VEU | 0.12% | 14,949 | $1M | $75.10 | -$67K | -350 | -2.3% | |
| 95 | SHYM | 0.12% | 48,680 | $1M | $22.02 | $150K | +7,495 | +18.2% | |
| 96 | PSLV | 0.12% | 43,861 | $1M | $24.39 | $47K | +14,571 | +49.8% | |
| 97 | IJH | 0.11% | 15,449 | $1M | $67.53 | -$64K | -451 | -2.8% | |
| 98 | WM | 0.11% | 4,534 | $1M | $229.79 | $758K | +3,300 | +267.4% | |
| 99 | CVX | 0.11% | 4,829 | $999K | $206.89 | $331K | +843 | +21.1% | |
| 100 | MUNI | 0.11% | 18,775 | $980K | $52.19 | $137K | +2,802 | +17.5% |