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RWM Asset Management

Latest statistics and disclosures from Destiny Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, JCPB, DFLV, AMZN, DFAX, and represent 21.40% of Destiny Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: JPXN, RDDT, CRWD, JBBB, FLTR, BXSL, TOTL, ANGL, GIGB, AMZN.
Started 11 new stock positions in PAVE, TT, AMD, VWO, JPXN, IEFA, RCL, RDDT, WMT, WBND. HIVE.
Reduced shares in these 10 stocks: AAPL, CIBR, SYK, IBB, VIGI, MSFT, JCPB, GOOGL, NFLX, GLIN.
Sold out of its positions in MRNA, SAIC, UCB.
Destiny Wealth Partners was a net seller of stock by $-8.2M.
Destiny Wealth Partners has $570M in assets under management (AUM), dropping by 2.47%.
Central Index Key (CIK): 0001844369

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Portfolio Holdings for Destiny Wealth Partners

Destiny Wealth Partners holds 162 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	5.0	$28M		74k	383.93	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	4.6	$27M	-5%	549k	48.24	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	4.6	$26M		850k	30.81	View chart
Amazon (AMZN)	3.8	$22M	+2%	117k	186.33	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.4	$19M		715k	27.01	View chart
Apple (AAPL)	2.8	$16M	-13%	68k	233.00	View chart
Stryker Corporation (SYK)	2.6	$15M	-13%	41k	361.26	View chart
Select Sector Spdr Tr Technology (XLK)	2.5	$14M		63k	225.76	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	2.4	$14M	+4%	327k	41.40	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	2.1	$12M	+5%	250k	47.32	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.1	$12M	+5%	402k	29.41	View chart
Microsoft Corporation (MSFT)	2.0	$12M	-12%	27k	430.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$12M		58k	198.06	View chart
Select Sector Spdr Tr Financial (XLF)	1.9	$11M		243k	45.32	View chart
Blackstone Secd Lending Common Stock (BXSL)	1.9	$11M	+6%	368k	29.29	View chart
Vanguard World Industrial Etf (VIS)	1.9	$11M		41k	260.07	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.9	$11M	+2%	208k	50.88	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	1.8	$11M	+10%	215k	48.95	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.8	$10M		159k	64.60	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	1.7	$9.8M		69k	142.04	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.6	$9.3M	-16%	105k	88.28	View chart
Ishares Tr Ishares Biotech (IBB)	1.6	$9.2M	-17%	63k	145.60	View chart
Ishares Tr Broad Usd High (USHY)	1.5	$8.8M		233k	37.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$8.2M		18k	460.26	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	1.4	$8.2M		197k	41.76	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.4	$7.8M	-22%	132k	59.23	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.3	$7.7M		201k	38.08	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	1.3	$7.3M	+2%	134k	54.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$6.7M	-2%	52k	128.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$6.5M		13k	488.07	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$6.5M	+4%	109k	59.51	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	1.1	$6.0M		142k	42.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$6.0M		10k	573.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$5.8M	-19%	35k	165.85	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.0	$5.5M	+4%	83k	66.37	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.9	$5.4M		45k	119.70	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.9	$5.3M		151k	35.11	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$5.3M		20k	263.82	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.9	$5.2M		65k	81.23	View chart
Ishares Tr Exponential Tech (XT)	0.9	$4.9M	-3%	80k	60.88	View chart
Ishares Tr Short Treas Bd (SHV)	0.8	$4.8M		44k	110.63	View chart
Ssga Active Tr Spdr Dbleln Emrg (EMTL)	0.8	$4.7M		109k	43.49	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.7	$4.3M	+40%	15k	280.47	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.7	$4.2M		91k	46.65	View chart
Meta Platforms Cl A (META)	0.7	$4.2M	-12%	7.3k	572.45	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.7	$4.1M	+2%	43k	96.95	View chart
Uber Technologies (UBER)	0.7	$3.9M	-9%	52k	75.16	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.7	$3.8M	+2%	110k	34.79	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.6	$3.7M		60k	60.96	View chart
Spdr Ser Tr Russell Low Vol (ONEV)	0.6	$3.5M		27k	129.79	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$3.5M		49k	70.67	View chart
Netflix (NFLX)	0.6	$3.4M	-22%	4.7k	709.27	View chart
salesforce (CRM)	0.5	$3.1M	-9%	11k	273.71	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.5	$2.8M	+6%	44k	64.77	View chart
Vaneck Etf Trust India Growth Ldr (GLIN)	0.5	$2.8M	-24%	52k	54.60	View chart
Ishares Tr Jpx Nikkei 400 (JPXN)	0.5	$2.8M	NEW	36k	76.55	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.4	$2.5M	-20%	105k	23.48	View chart
Reddit Cl A (RDDT)	0.4	$2.4M	NEW	37k	65.92	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.4	$2.4M		80k	30.28	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$2.4M		48k	49.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$2.3M		9.6k	237.22	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$2.2M		45k	49.31	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$2.1M		41k	51.04	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$2.0M		16k	125.62	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.3	$2.0M	+53%	78k	25.47	View chart
NVIDIA Corporation (NVDA)	0.3	$1.7M	+2%	14k	121.44	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$1.6M		23k	71.60	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.6M	+6%	3.1k	527.67	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.3	$1.5M	-3%	58k	26.14	View chart
Snap Cl A (SNAP)	0.3	$1.4M	-36%	135k	10.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.3M	-4%	2.3k	576.82	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$1.3M	-30%	41k	32.15	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.2M		4.7k	263.29	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.2M		6.6k	181.99	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$1.1M	-4%	9.8k	114.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.1M	-17%	6.7k	167.19	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.1M		9.2k	117.23	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$1.1M		5.0k	211.83	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.1M		12k	91.31	View chart
Pepsi (PEP)	0.2	$1.0M		6.1k	170.06	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$1.0M		24k	43.42	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$979k		16k	63.00	View chart
Abbvie (ABBV)	0.2	$961k		4.9k	197.48	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$933k		20k	46.16	View chart
Hca Holdings (HCA)	0.2	$930k	+15%	2.3k	406.43	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.2	$884k	+11%	13k	70.61	View chart
Strategy Day Hagan Ned (SSUS)	0.2	$864k		21k	41.59	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$812k	-9%	4.5k	179.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$784k		15k	52.81	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$774k		6.1k	126.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$773k		3.2k	243.06	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$683k		16k	42.02	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$681k		6.1k	111.30	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$621k		4.0k	155.25	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$620k		12k	52.98	View chart
Nextera Energy (NEE)	0.1	$589k		7.0k	84.53	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$583k		16k	36.17	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$564k		24k	23.45	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$561k		6.4k	88.14	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$559k	-5%	8.0k	70.06	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$557k		17k	33.60	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$518k		5.6k	91.81	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$512k		2.6k	200.37	View chart
Marriott Intl Cl A (MAR)	0.1	$479k	-7%	1.9k	248.66	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$458k		2.1k	220.89	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$457k		13k	34.29	View chart
Chevron Corporation (CVX)	0.1	$452k		3.1k	147.25	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$447k		3.1k	142.88	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$435k		4.8k	90.40	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$434k		8.1k	53.63	View chart
McDonald's Corporation (MCD)	0.1	$426k		1.4k	304.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$416k	-17%	1.5k	283.16	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$416k		6.3k	66.35	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$414k	-11%	6.1k	67.51	View chart
JPMorgan Chase & Co. (JPM)	0.1	$410k	+5%	1.9k	210.86	View chart
Tesla Motors (TSLA)	0.1	$391k	+2%	1.5k	261.63	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$360k		2.7k	135.44	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$359k		2.1k	167.67	View chart
Broadcom (AVGO)	0.1	$355k	+924%	2.1k	172.50	View chart
Darden Restaurants (DRI)	0.1	$351k	+4%	2.1k	164.13	View chart
Home Depot (HD)	0.1	$348k	+6%	859.00	405.20	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$333k		1.9k	171.93	View chart
Servicenow (NOW)	0.1	$321k		359.00	894.39	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$317k		5.2k	61.35	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$312k		6.6k	47.12	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$308k		1.5k	202.76	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$306k		29k	10.45	View chart
Lam Research Corporation (LRCX)	0.1	$306k		375.00	816.08	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$295k		1.9k	154.02	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$292k		1.7k	174.57	View chart
Visa Com Cl A (V)	0.1	$291k	+5%	1.1k	274.90	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$290k	-7%	1.5k	191.31	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$287k		3.7k	78.39	View chart
Coca-Cola Company (KO)	0.1	$286k		4.0k	71.87	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$275k	-9%	2.0k	138.64	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.0	$271k		5.4k	50.50	View chart
Merck & Co (MRK)	0.0	$269k		2.4k	113.55	View chart
Bank of America Corporation (BAC)	0.0	$266k	+5%	6.7k	39.68	View chart
UnitedHealth (UNH)	0.0	$264k	-3%	451.00	584.68	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$262k		5.0k	52.58	View chart
Walt Disney Company (DIS)	0.0	$256k	-5%	2.7k	96.21	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.0	$246k		1.5k	162.76	View chart
Royal Caribbean Cruises (RCL)	0.0	$245k	NEW	1.4k	177.36	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$244k		4.0k	60.93	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$243k		2.9k	83.00	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$240k		5.2k	46.47	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$239k		1.2k	200.78	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.0	$238k	-7%	3.0k	80.30	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$232k		3.9k	59.02	View chart
Procter & Gamble Company (PG)	0.0	$228k		1.3k	173.14	View chart
Wal-Mart Stores (WMT)	0.0	$228k	NEW	2.8k	80.75	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$227k		1.8k	125.96	View chart
Advanced Micro Devices (AMD)	0.0	$225k	NEW	1.4k	164.08	View chart
Trane Technologies SHS (TT)	0.0	$224k	NEW	575.00	388.73	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$215k	NEW	5.2k	41.16	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$215k		2.1k	101.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$214k	NEW	2.7k	78.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$206k	NEW	4.3k	47.85	View chart
Republic Services (RSG)	0.0	$204k	-11%	1.0k	200.84	View chart
Legg Mason Etf Invt Westn Aset Ttl (WBND)	0.0	$202k	NEW	9.7k	20.77	View chart
Icoreconnect (ICCT)	0.0	$36k		102k	0.35	View chart
Hive Digital Technologies Lt Com New (HIVE)	0.0	$34k	NEW	11k	3.13	View chart

Past Filings by Destiny Wealth Partners

SEC 13F filings are viewable for Destiny Wealth Partners going back to 2020

Destiny Wealth Partners 2024 Q3 filed Oct. 15, 2024
Destiny Wealth Partners 2024 Q2 filed July 25, 2024
Destiny Wealth Partners 2024 Q1 filed April 9, 2024
Destiny Wealth Partners 2023 Q4 filed Jan. 19, 2024
Destiny Wealth Partners 2023 Q3 filed Oct. 10, 2023
Destiny Wealth Partners 2023 Q2 filed July 26, 2023
Destiny Wealth Partners 2023 Q1 filed April 26, 2023
Destiny Wealth Partners 2022 Q4 filed Jan. 27, 2023
Destiny Wealth Partners 2022 Q3 filed Oct. 25, 2022
Destiny Wealth Partners 2022 Q2 filed July 15, 2022
Destiny Wealth Partners 2022 Q1 filed April 21, 2022
Destiny Wealth Partners 2021 Q4 filed Jan. 20, 2022
Destiny Wealth Partners 2021 Q3 filed Oct. 28, 2021
RWM Asset Management 2021 Q2 filed July 27, 2021
RWM Asset Management 2021 Q1 filed April 22, 2021
RWM Asset Management 2020 Q4 filed Feb. 5, 2021

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