• 13F History

Destiny Wealth Partners, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$630M
Signature - Title
Thomas Ruggie - Chief Compliance Officer
Location
Tavares, FL
Summary
This page shows a list of all the recent 13F filings made by Destiny Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Destiny Wealth Partners, LLC reported 162 stock holdings with total value $630M as of Q1 2025. Top holdings included JAAA, VUG, DFLV, JCPB, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 162 $630M +$87.4M -$52.5M +$34.9M JAAA, VUG, DFLV, JCPB, AMZN 13F-HR 4/14/2025, 03:26 PM
Q4 2024 167 $612M +$77.5M -$41.3M +$36.2M VUG, DFLV, JCPB, AMZN, DFAX 13F-HR 1/23/2025, 07:20 PM
Q3 2024 162 $570M +$15.5M -$23.7M -$8.23M VUG, JCPB, DFLV, AMZN, DFAX 13F-HR 10/15/2024, 03:59 PM
Q2 2024 154 $556M +$126M -$134M -$8.31M VUG, JCPB, DFLV, AMZN, DFAX 13F-HR 7/25/2024, 02:34 PM
Q1 2024 157 $558M +$29.1M -$38.9M -$9.8M AMZN, DFAX, SYK, SHV, VYM 13F-HR 4/9/2024, 02:52 PM
Q4 2023 159 $532M +$69.6M -$63.2M +$6.41M AMZN, DFAX, VCLT, SHV, VYM 13F-HR 1/19/2024, 02:22 PM
Q3 2023 161 $495M +$62.6M -$50.1M +$12.5M DFAX, AMZN, LQD, VYM, VUG 13F-HR 10/10/2023, 05:04 PM
Q2 2023 165 $518M +$58.5M -$19.5M +$39M SRLN, DFAX, AMZN, LQD, SHV 13F-HR 7/26/2023, 01:04 PM
Q1 2023 185 $483M +$125M -$38.5M +$86.4M SRLN, DFAX, LQD, VYM, SHV 13F-HR 4/26/2023, 02:20 PM
Q4 2022 671 $462M +$127M -$122M +$5.13M SLQD, VYM, SHV, SHYG, SPSB 13F-HR 1/26/2023, 04:46 PM
Q3 2022 551 $445M +$68.4M -$40M +$28.4M SLQD, STIP, SPSB, SRLN, AMZN 13F-HR 10/25/2022, 12:45 PM
Q2 2022 589 $454M +$74.5M -$55.4M +$19.1M SLQD, STIP, SPSB, SRLN, XLE 13F-HR 7/15/2022, 05:09 PM
Q1 2022 510 $513M +$135M -$102M +$33M CMDY, SLQD, STIP, AMZN, SPSB 13F-HR 4/20/2022, 06:49 PM
Q4 2021 524 $518M +$57.5M -$37.7M +$19.8M SLQD, STIP, SPIP, AMZN, SPSB 13F-HR 1/20/2022, 02:48 PM
Q3 2021 511 $498M +$29.4M -$47.9M -$18.5M SLQD, PULS, STIP, SPSB, AMZN 13F-HR 10/28/2021, 01:11 PM
Q2 2021 182 $523M +$68.9M -$41.5M +$27.4M SLQD, STIP, PULS, AMZN, SPSB 13F-HR 7/27/2021, 02:08 PM
Q1 2021 539 $479M +$136M -$141M -$5.06M SLQD, STIP, PULS, SPSB, AMZN 13F-HR 4/21/2021, 09:27 PM
Q4 2020 492 $475M LQD, GSY, SPSB, SCHP, SPTS 13F-HR 2/4/2021, 05:20 PM