Asset Manager
← All Institutions
Destiny Wealth Partners, LLC
Market Value
$0
-100.0%
Holdings
211
-11
New Purchases
0
Added To
0
Closed
211
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 49 | $0 | 0% |
| Large Cap | 103 | $0 | 0% |
| Mid Cap | 36 | $0 | 0% |
| Small Cap | 21 | $0 | 0% |
| Micro Cap | 2 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$274.1B
Median Market Cap
$40.7B
Avg P/E
39.6
Median P/E
27.6
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
77
# ETFs / Funds
134
Top Holdings (211 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DRI | —% | — | — | — | -$332K | -1,691 | -100.0% | SOLD |
| 2 | ACN | —% | — | — | — | -$253K | -903 | -100.0% | SOLD |
| 3 | BRK-A | —% | — | — | — | -$11M | -15 | -100.0% | SOLD |
| 4 | DIS | —% | — | — | — | -$300K | -2,695 | -100.0% | SOLD |
| 5 | CVX | —% | — | — | — | -$668K | -3,986 | -100.0% | SOLD |
| 6 | UBER | —% | — | — | — | -$5M | -58,751 | -100.0% | SOLD |
| 7 | XOM | —% | — | — | — | -$1M | -9,778 | -100.0% | SOLD |
| 8 | ANET | —% | — | — | — | -$201K | -1,401 | -100.0% | SOLD |
| 9 | GS | —% | — | — | — | -$819K | -879 | -100.0% | SOLD |
| 10 | HD | —% | — | — | — | -$550K | -1,424 | -100.0% | SOLD |
| 11 | ABBV | —% | — | — | — | -$1M | -5,055 | -100.0% | SOLD |
| 12 | CRM | —% | — | — | — | -$234K | -1,022 | -100.0% | SOLD |
| 13 | JPM | —% | — | — | — | -$1M | -4,184 | -100.0% | SOLD |
| 14 | NEM | —% | — | — | — | -$201K | -1,596 | -100.0% | SOLD |
| 15 | BLK | —% | — | — | — | -$567K | -506 | -100.0% | SOLD |
| 16 | KO | —% | — | — | — | -$276K | -3,803 | -100.0% | SOLD |
| 17 | UPS | —% | — | — | — | -$418K | -3,905 | -100.0% | SOLD |
| 18 | IBM | —% | — | — | — | -$500K | -1,687 | -100.0% | SOLD |
| 19 | WM | —% | — | — | — | -$284K | -1,234 | -100.0% | SOLD |
| 20 | BXSL | —% | — | — | — | -$11M | -421,826 | -100.0% | SOLD |
| 21 | PM | —% | — | — | — | -$344K | -1,960 | -100.0% | SOLD |
| 22 | LMT | —% | — | — | — | -$444K | -763 | -100.0% | SOLD |
| 23 | SYK | —% | — | — | — | -$14M | -38,212 | -100.0% | SOLD |
| 24 | CAT | —% | — | — | — | -$479K | -754 | -100.0% | SOLD |
| 25 | BX | —% | — | — | — | -$459K | -3,056 | -100.0% | SOLD |
| 26 | MA | —% | — | — | — | -$217K | -412 | -100.0% | SOLD |
| 27 | BAC | —% | — | — | — | -$526K | -10,103 | -100.0% | SOLD |
| 28 | SCHW | —% | — | — | — | -$316K | -3,072 | -100.0% | SOLD |
| 29 | PG | —% | — | — | — | -$216K | -1,445 | -100.0% | SOLD |
| 30 | OTF | —% | — | — | — | -$387K | -28,581 | -100.0% | SOLD |
| 31 | V | —% | — | — | — | -$857K | -2,608 | -100.0% | SOLD |
| 32 | PWR | —% | — | — | — | -$257K | -546 | -100.0% | SOLD |
| 33 | TMO | —% | — | — | — | -$293K | -467 | -100.0% | SOLD |
| 34 | RCL | —% | — | — | — | -$373K | -1,271 | -100.0% | SOLD |
| 35 | LLY | —% | — | — | — | -$847K | -797 | -100.0% | SOLD |
| 36 | RSG | —% | — | — | — | -$224K | -1,022 | -100.0% | SOLD |
| 37 | HCA | —% | — | — | — | -$746K | -1,580 | -100.0% | SOLD |
| 38 | T | —% | — | — | — | -$276K | -11,758 | -100.0% | SOLD |
| 39 | NEA | —% | — | — | — | -$551K | -47,943 | -100.0% | SOLD |
| 40 | MRK | —% | — | — | — | -$380K | -3,539 | -100.0% | SOLD |
| 41 | MCD | —% | — | — | — | -$448K | -1,432 | -100.0% | SOLD |
| 42 | JNJ | —% | — | — | — | -$411K | -1,854 | -100.0% | SOLD |
| 43 | UNH | —% | — | — | — | -$246K | -699 | -100.0% | SOLD |
| 44 | RTX | —% | — | — | — | -$663K | -3,413 | -100.0% | SOLD |
| 45 | TT | —% | — | — | — | -$674K | -1,709 | -100.0% | SOLD |
| 46 | BNDW | —% | — | — | — | -$2M | -22,822 | -100.0% | SOLD |
| 47 | RDDT | —% | — | — | — | -$6M | -28,150 | -100.0% | SOLD |
| 48 | ASML | —% | — | — | — | -$403K | -285 | -100.0% | SOLD |
| 49 | LYG | —% | — | — | — | -$84K | -14,840 | -100.0% | SOLD |
| 50 | COST | —% | — | — | — | -$547K | -560 | -100.0% | SOLD |
| 51 | MTUM | —% | — | — | — | -$351K | -1,366 | -100.0% | SOLD |
| 52 | AMD | —% | — | — | — | -$6M | -24,940 | -100.0% | SOLD |
| 53 | CIBR | —% | — | — | — | -$12M | -165,513 | -100.0% | SOLD |
| 54 | SHYM | —% | — | — | — | -$922K | -41,185 | -100.0% | SOLD |
| 55 | AMZN | —% | — | — | — | -$29M | -120,319 | -100.0% | SOLD |
| 56 | MAR | —% | — | — | — | -$935K | -2,952 | -100.0% | SOLD |
| 57 | HIVE | —% | — | — | — | -$30K | -10,008 | -100.0% | SOLD |
| 58 | AAPL | —% | — | — | — | -$20M | -76,502 | -100.0% | SOLD |
| 59 | ATEC | —% | — | — | — | -$157K | -10,000 | -100.0% | SOLD |
| 60 | ESGU | —% | — | — | — | -$895K | -5,923 | -100.0% | SOLD |
| 61 | FLOT | —% | — | — | — | -$3M | -49,255 | -100.0% | SOLD |
| 62 | ANGL | —% | — | — | — | -$12M | -392,275 | -100.0% | SOLD |
| 63 | GBTC | —% | — | — | — | -$400K | -5,856 | -100.0% | SOLD |
| 64 | MINO | —% | — | — | — | -$1M | -28,893 | -100.0% | SOLD |
| 65 | CRWD | —% | — | — | — | -$7M | -14,280 | -100.0% | SOLD |
| 66 | BOTZ | —% | — | — | — | -$210K | -5,521 | -100.0% | SOLD |
| 67 | INTU | —% | — | — | — | -$288K | -513 | -100.0% | SOLD |
| 68 | META | —% | — | — | — | -$6M | -9,052 | -100.0% | SOLD |
| 69 | IBB | —% | — | — | — | -$3M | -16,294 | -100.0% | SOLD |
| 70 | USHY | —% | — | — | — | -$12M | -309,604 | -100.0% | SOLD |
| 71 | VLUE | —% | — | — | — | -$209K | -1,442 | -100.0% | SOLD |
| 72 | EQWL | —% | — | — | — | -$339K | -2,811 | -100.0% | SOLD |
| 73 | AVEM | —% | — | — | — | -$15M | -183,631 | -100.0% | SOLD |
| 74 | DBEF | —% | — | — | — | -$807K | -16,260 | -100.0% | SOLD |
| 75 | MUNI | —% | — | — | — | -$842K | -15,973 | -100.0% | SOLD |
| 76 | PEP | —% | — | — | — | -$441K | -3,024 | -100.0% | SOLD |
| 77 | GOVT | —% | — | — | — | -$474K | -20,533 | -100.0% | SOLD |
| 78 | FCOM | —% | — | — | — | -$15M | -199,633 | -100.0% | SOLD |
| 79 | FXL | —% | — | — | — | -$347K | -1,980 | -100.0% | SOLD |
| 80 | FLTR | —% | — | — | — | -$7M | -283,680 | -100.0% | SOLD |
| 81 | MOAT | —% | — | — | — | -$327K | -3,050 | -100.0% | SOLD |
| 82 | IWR | —% | — | — | — | -$692K | -6,893 | -100.0% | SOLD |
| 83 | IVV | —% | — | — | — | -$2M | -2,572 | -100.0% | SOLD |
| 84 | ORLY | —% | — | — | — | -$831K | -8,295 | -100.0% | SOLD |
| 85 | PANW | —% | — | — | — | -$368K | -1,995 | -100.0% | SOLD |
| 86 | IWM | —% | — | — | — | -$699K | -2,649 | -100.0% | SOLD |
| 87 | PAVE | —% | — | — | — | -$14M | -281,803 | -100.0% | SOLD |
| 88 | CSCO | —% | — | — | — | -$437K | -5,677 | -100.0% | SOLD |
| 89 | LIN | —% | — | — | — | -$377K | -828 | -100.0% | SOLD |
| 90 | SPTM | —% | — | — | — | -$612K | -7,280 | -100.0% | SOLD |
| 91 | PSLV | —% | — | — | — | -$1M | -29,290 | -100.0% | SOLD |
| 92 | VGSH | —% | — | — | — | -$206K | -3,500 | -100.0% | SOLD |
| 93 | VT | —% | — | — | — | -$6M | -42,377 | -100.0% | SOLD |
| 94 | USMV | —% | — | — | — | -$1M | -11,152 | -100.0% | SOLD |
| 95 | VTI | —% | — | — | — | -$595K | -1,740 | -100.0% | SOLD |
| 96 | VEU | —% | — | — | — | -$1M | -15,299 | -100.0% | SOLD |
| 97 | VSS | —% | — | — | — | -$287K | -1,866 | -100.0% | SOLD |
| 98 | VBR | —% | — | — | — | -$736K | -3,282 | -100.0% | SOLD |
| 99 | VTV | —% | — | — | — | -$2M | -8,183 | -100.0% | SOLD |
| 100 | VTIP | —% | — | — | — | -$5M | -95,845 | -100.0% | SOLD |