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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 AMZN, DFAX, SYK, SHV, VYM, and represent 17.92% of Destiny Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SYK (+$19M), JBBB, SPY, BXSL, TOTL, MUNI, GIGB, ANGL, LRCX, QQQ.
Started 11 new stock positions in PAVE, FEMS, BAH, NOW, LRCX, MUNI, IVW, TDIV, SYK, AMD. RSG.
Reduced shares in these 10 stocks: VUG, DFAX, IVV, SPSB, USHY, VCLT, SRLN, XLK, VIS, VYM.
Sold out of its positions in CION, IWB, IJS, IGSB, MA, NKE, PG, SCHX, SCHV, SCHF. XLE, VTEB, WFHY.
Destiny Wealth Partners was a net seller of stock by $-9.8M.
Destiny Wealth Partners has $558M in assets under management (AUM), dropping by 4.81%.
Central Index Key (CIK): 0001844369

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Positions held by RWM Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Destiny Wealth Partners

Destiny Wealth Partners holds 157 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon (AMZN)	4.5	$25M		139k	180.38	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.5	$19M	-8%	758k	25.44	View chart
Stryker Corporation (SYK)	3.4	$19M	NEW	53k	357.87	View chart
Ishares Tr Short Treas Bd (SHV)	3.3	$19M		167k	110.54	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.3	$18M	-6%	150k	120.99	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	3.1	$17M	-7%	221k	78.23	View chart
Vanguard Index Fds Growth Etf (VUG)	2.8	$16M	-12%	45k	344.20	View chart
Select Sector Spdr Tr Technology (XLK)	2.6	$15M	-8%	70k	208.27	View chart
Apple (AAPL)	2.2	$13M	-4%	73k	171.48	View chart
Microsoft Corporation (MSFT)	2.2	$13M		30k	420.72	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	2.2	$12M	+6%	310k	40.05	View chart
Spdr Ser Tr Portfolio Short (SPSB)	2.1	$12M	-11%	393k	29.77	View chart
Blackstone Secd Lending Common Stock (BXSL)	2.0	$11M	+7%	359k	31.15	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.0	$11M	+4%	382k	29.02	View chart
Vanguard World Fds Industrial Etf (VIS)	2.0	$11M	-10%	45k	244.15	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	1.9	$11M	+5%	237k	45.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$11M		59k	182.61	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.9	$10M		184k	56.39	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.8	$9.9M	-9%	171k	57.96	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	1.7	$9.7M	+12%	198k	48.89	View chart
Ishares Tr Broad Usd High (USHY)	1.7	$9.5M	-13%	261k	36.59	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	1.7	$9.4M		71k	131.24	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	1.6	$9.2M	-13%	218k	42.11	View chart
Ishares Tr Ishares Biotech (IBB)	1.6	$9.2M		67k	137.22	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	1.6	$8.8M	-11%	281k	31.34	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	1.6	$8.7M	-7%	106k	82.48	View chart
Vanguard Wellington Us Minimum (VFMV)	1.5	$8.5M	-12%	76k	111.89	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.4	$7.7M	-12%	94k	81.53	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$7.6M	-2%	18k	420.52	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.3	$7.4M	-10%	158k	46.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$7.2M	-2%	48k	150.93	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.3	$7.2M	-9%	149k	47.89	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.3	$7.2M	-11%	195k	36.75	View chart
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)	1.2	$6.7M	-12%	115k	58.53	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	1.2	$6.6M	+4%	135k	48.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$6.3M	+5%	14k	444.01	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$6.0M	+5%	104k	57.86	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.0	$5.6M		110k	50.74	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$5.3M	+21%	10k	523.07	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.9	$5.2M	-11%	213k	24.51	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.9	$5.2M	-9%	52k	100.89	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.9	$5.1M	+5%	80k	63.85	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$5.0M		20k	249.87	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.9	$5.0M		45k	110.50	View chart
Ishares Tr Exponential Tech (XT)	0.9	$5.0M		83k	59.62	View chart
Netflix (NFLX)	0.8	$4.7M	+2%	7.8k	607.33	View chart
Ishares Tr Global Reit Etf (REET)	0.8	$4.4M	-11%	184k	23.68	View chart
Marriott Intl Cl A (MAR)	0.8	$4.3M		17k	252.31	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.7	$4.1M	-10%	76k	54.58	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.7	$3.9M	-11%	82k	47.62	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.7	$3.9M	-2%	121k	31.99	View chart
Airbnb Com Cl A (ABNB)	0.7	$3.9M		23k	164.96	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$3.6M		40k	89.90	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.6	$3.2M		93k	34.82	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$3.1M	-13%	47k	65.86	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.4	$2.4M	-29%	41k	59.68	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$2.4M	-2%	50k	48.25	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.4	$2.3M	+5%	74k	31.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$2.2M		9.7k	228.60	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$2.2M	-2%	43k	51.06	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.4	$2.0M		62k	31.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.9M		16k	115.30	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.3	$1.5M		61k	25.28	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$1.5M		23k	64.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.4M	+11%	8.9k	152.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.3M	-57%	2.4k	525.73	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.2M	-4%	6.6k	175.27	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.1M		4.7k	239.76	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$1.1M	-8%	10k	108.23	View chart
Pepsi (PEP)	0.2	$1.1M		6.2k	175.01	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.1M	-8%	9.1k	116.24	View chart
NVIDIA Corporation (NVDA)	0.2	$1.0M	-2%	1.2k	903.56	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$1.0M		5.0k	205.09	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$995k	+18%	12k	83.58	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$921k		5.6k	164.35	View chart
Abbvie (ABBV)	0.2	$914k	-7%	5.0k	182.10	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$911k		16k	58.65	View chart
Strategy Day Hagan Ned (SSUS)	0.1	$823k		21k	38.45	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$797k		19k	42.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$745k	-4%	15k	50.17	View chart
CVS Caremark Corporation (CVS)	0.1	$744k		9.3k	79.76	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$743k	-50%	11k	68.61	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$711k		6.2k	114.96	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$666k		16k	40.93	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.1	$665k	-6%	26k	25.62	View chart
Hca Holdings (HCA)	0.1	$663k		2.0k	333.53	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$655k	-37%	3.2k	205.72	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$634k	NEW	12k	52.47	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$623k		6.1k	101.78	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$582k	+54%	17k	34.29	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$576k		9.0k	64.15	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$558k		25k	22.77	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$532k		4.0k	133.11	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$518k	-65%	5.6k	91.80	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$502k	+5%	2.7k	183.89	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$490k		17k	29.53	View chart
Chevron Corporation (CVX)	0.1	$476k	-5%	3.0k	157.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$465k	-4%	1.8k	259.90	View chart
Nextera Energy (NEE)	0.1	$440k		6.9k	63.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$433k	-34%	2.1k	210.30	View chart
Science App Int'l (SAIC)	0.1	$432k		3.3k	130.39	View chart
Walt Disney Company (DIS)	0.1	$430k	+2%	3.5k	122.37	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$429k		3.1k	136.93	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$426k		13k	31.95	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$426k		6.9k	61.53	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$422k		8.1k	52.16	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$422k		5.2k	81.66	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$398k		6.3k	63.58	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$396k		2.1k	191.88	View chart
JPMorgan Chase & Co. (JPM)	0.1	$373k	-15%	1.9k	200.30	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$368k	-21%	4.4k	84.09	View chart
Lam Research Corporation (LRCX)	0.1	$364k	NEW	375.00	971.57	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$360k		2.9k	125.96	View chart
UnitedHealth (UNH)	0.1	$355k		718.00	494.70	View chart
McDonald's Corporation (MCD)	0.1	$350k	-27%	1.2k	281.89	View chart
Darden Restaurants (DRI)	0.1	$341k		2.0k	167.15	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$335k		2.2k	155.91	View chart
Merck & Co (MRK)	0.1	$335k		2.5k	131.93	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$333k	+5%	2.0k	162.86	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$322k		2.2k	147.73	View chart
Visa Com Cl A (V)	0.1	$320k	-31%	1.1k	278.99	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$312k		1.6k	190.68	View chart
Home Depot (HD)	0.1	$309k	-39%	806.00	383.60	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$308k		6.8k	45.59	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$301k	-41%	1.6k	187.35	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$298k		1.9k	153.77	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$296k		2.2k	134.82	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$290k		5.2k	56.18	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$284k		6.3k	44.85	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$279k		3.7k	76.03	View chart
Servicenow (NOW)	0.0	$274k	NEW	359.00	762.40	View chart
Broadcom (AVGO)	0.0	$266k		201.00	1325.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$256k	-4%	6.1k	41.77	View chart
Tesla Motors (TSLA)	0.0	$256k	-7%	1.5k	175.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$254k	NEW	3.0k	84.44	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.0	$254k	NEW	1.7k	148.41	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$253k		5.0k	50.77	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$252k	-11%	3.3k	76.36	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.0	$243k		29k	8.29	View chart
Bank of America Corporation (BAC)	0.0	$239k	-10%	6.3k	37.92	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$239k		4.1k	57.85	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$239k	-32%	2.2k	108.92	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.0	$237k		6.7k	35.47	View chart
United Cmnty Bks Ga Cap Stk (UCBI)	0.0	$237k		9.0k	26.32	View chart
Coca-Cola Company (KO)	0.0	$237k	-20%	3.9k	61.18	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$228k	-35%	3.9k	58.07	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$224k	NEW	5.6k	39.81	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.0	$223k	NEW	3.2k	69.67	View chart
Republic Services (RSG)	0.0	$219k	NEW	1.1k	191.44	View chart
Advanced Micro Devices (AMD)	0.0	$216k	NEW	1.2k	180.49	View chart
Moderna (MRNA)	0.0	$213k		2.0k	106.56	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$210k		1.8k	116.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$206k		2.1k	97.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$205k	-17%	2.8k	74.22	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.0	$204k	NEW	5.3k	38.71	View chart
Icoreconnect (ICCT)	0.0	$124k		102k	1.22	View chart
Integrated Rail And Res Acq *w Exp 99/99/999 (IRRXW)	0.0	$455.537100		89k	0.01	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 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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