RWM Asset Management

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

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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

Companies in the Destiny Wealth Partners portfolio as of the March 2022 quarterly 13F filing

Destiny Wealth Partners has 539 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares U S Etf Tr Bloomberg Roll (CMDY) 4.4 $23M +171% 370k 61.35
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 4.4 $23M +13% 457k 49.36
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.8 $19M +7% 185k 104.94
Amazon (AMZN) 3.2 $17M +9% 5.1k 3259.97
Spdr Ser Tr Portfolio Short (SPSB) 3.0 $16M +9% 515k 30.13
Ssga Active Etf Tr Blackstone Senr (SRLN) 2.9 $15M NEW 329k 44.96
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.7 $14M +19% 284k 48.03
Spdr Ser Tr Portfli Tips Etf (SPIP) 2.6 $13M -16% 436k 30.26
Select Sector Spdr Tr Energy (XLE) 2.5 $13M +3320% 165k 76.44
Ishares Tr S&p 500 Grwt Etf (IVW) 2.2 $12M +18% 151k 76.38
Vanguard World Mega Cap Val Etf (MGV) 2.1 $11M +16% 101k 107.32
Invesco Exchange Traded Fd T S&p500 Eql Mat (RTM) 2.1 $11M NEW 59k 184.66
Fidelity Covington Trust Msci Finls Idx (FNCL) 2.1 $11M +65% 197k 54.15
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.0 $10M 275k 36.82

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Ishares Tr Msci Usa Min Vol (USMV) 1.9 $9.9M +14% 127k 77.57
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $9.7M 60k 162.17
Apple (AAPL) 1.9 $9.7M +4% 56k 174.61
Spdr Ser Tr S&p Divid Etf (SDY) 1.8 $9.2M 72k 128.11
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.7 $8.8M +11264% 200k 43.96
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 1.7 $8.5M 115k 74.13
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.6 $8.5M 16.00 528937.50
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.6 $8.2M +60% 164k 50.21
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.6 $8.0M 103k 77.90
Dbx Etf Tr Xtrack Usd High (HYLB) 1.5 $7.6M -44% 202k 37.72
Ishares Tr Ishares Biotech (IBB) 1.5 $7.6M +243% 58k 130.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $6.5M -2% 18k 352.93
Vanguard Whitehall Fds High Div Yld (VYM) 1.3 $6.5M 58k 112.26
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.2 $6.4M 120k 53.11
Legg Mason Etf Invt Tr Westn Aset Ttl (WBND) 1.1 $5.9M +12% 257k 22.95
Alphabet Cap Stk Cl A (GOOGL) 1.1 $5.5M 2.0k 2781.23
Goldman Sachs Etf Tr Activebeta Eme (GEM) 1.1 $5.5M +24% 162k 33.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $5.3M 15k 362.57
Ishares Tr Rusel 2500 Etf (SMMD) 1.0 $5.2M +20% 84k 62.38
Microsoft Corporation (MSFT) 1.0 $5.1M 17k 308.31
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $5.0M +238% 21k 237.85
Blackstone Secd Lending Common Stock (BXSL) 1.0 $4.9M NEW 177k 27.88
Spdr Ser Tr Bloomberg Emergi (EBND) 1.0 $4.9M +24% 215k 22.73
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.9 $4.8M NEW 78k 61.41
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.9 $4.8M 47k 101.28
Ishares Tr Core S&p500 Etf (IVV) 0.9 $4.7M 11k 453.72
Ishares Tr Global Reit Etf (REET) 0.9 $4.4M +14% 150k 29.21
Ishares Tr Exponential Tech (XT) 0.8 $4.2M 70k 59.03
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.8 $3.9M 80k 48.95
Invesco Exchange Traded Fd T Dynmc Leisure (PEJ) 0.7 $3.7M +19757% 77k 48.77
Etf Ser Solutions Us Glb Jets (JETS) 0.7 $3.7M +44% 172k 21.76
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) 0.7 $3.7M -54% 150k 24.67
Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $3.7M +2661% 31k 119.64
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.7 $3.6M NEW 30k 119.97
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.6 $3.3M NEW 65k 50.52
Flexshares Tr Stoxx Globr Inf (NFRA) 0.5 $2.7M +24% 47k 57.41
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.5 $2.7M +26% 75k 35.38
Global X Fds Lithium Btry Etf (LIT) 0.5 $2.7M 35k 76.99
Select Sector Spdr Tr Technology (XLK) 0.5 $2.6M -72% 16k 158.93
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.4 $2.3M +16% 42k 54.79
Amplify Etf Tr Blockchain Ldr (BLOK) 0.4 $2.3M +18% 67k 34.18
Netflix (NFLX) 0.4 $2.1M +1582% 5.7k 374.67
Wisdomtree Tr Cloud Computng (WCLD) 0.4 $2.1M +11% 52k 40.88
Vaneck Etf Trust Retail Etf (RTH) 0.4 $2.0M +35% 11k 180.70
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.9M 9.1k 212.55
Shopify Cl A (SHOP) 0.4 $1.9M NEW 2.8k 676.13
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.7M +130% 31k 53.85
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.7M 16k 100.91
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $1.5M 16k 91.45
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.3 $1.4M 15k 90.49
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $1.3M +138% 18k 71.41
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $1.3M +4% 44k 29.00
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $1.3M -12% 23k 55.58
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.2M -8% 429.00 2792.54
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $1.2M 7.1k 165.59
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.1M 14k 73.59
Vanguard Index Fds Large Cap Etf (VV) 0.2 $973k 4.7k 208.53
Ishares Tr Rus 1000 Etf (IWB) 0.2 $970k 3.9k 250.00
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $957k -5% 7.1k 134.58
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $937k -9% 5.0k 187.93
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $906k 16k 57.58
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $901k -11% 33k 27.76
Ishares Tr Russell 2000 Etf (IWM) 0.2 $863k 4.2k 205.23
Pacer Fds Tr Bnchmrk Indstr (INDS) 0.2 $861k +26% 17k 50.78
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $850k -2% 8.4k 101.41
Vanguard Index Fds Growth Etf (VUG) 0.2 $815k 2.8k 287.58
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $809k +9% 14k 59.29
Spdr Gold Tr Gold Shs (GLD) 0.2 $785k 4.3k 180.75
Nextera Energy (NEE) 0.2 $778k 9.2k 84.74
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $736k +6% 20k 36.74
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $716k -5% 4.4k 161.44
McDonald's Corporation (MCD) 0.1 $704k +4% 2.8k 247.45
Exxon Mobil Corporation (XOM) 0.1 $680k -31% 8.2k 82.54
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $666k 2.9k 227.69
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $621k 8.0k 78.08
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $617k -2% 10k 60.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $617k +4% 13k 46.10
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $613k 16k 37.70
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $606k 6.1k 99.02
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $575k -9% 11k 51.74
JPMorgan Chase & Co. (JPM) 0.1 $556k 4.1k 136.37
Ishares Tr Investment Grade (IGEB) 0.1 $493k -11% 10k 48.49
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $490k 8.9k 55.07
NVIDIA Corporation (NVDA) 0.1 $472k +8% 1.7k 272.67
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $471k 8.5k 55.58
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $462k 17k 27.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $455k +104% 9.6k 47.37
Ishares Tr Msci Usa Sml Cp (SMLF) 0.1 $441k 8.1k 54.53
Spdr Ser Tr S&p Biotech (XBI) 0.1 $431k -90% 4.8k 89.87
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $423k -21% 2.5k 168.19
Mastercard Incorporated Cl A (MA) 0.1 $408k 1.1k 357.58
Ishares Msci Emerg Mkt (EMGF) 0.1 $408k -2% 8.4k 48.44
Chevron Corporation (CVX) 0.1 $400k 2.5k 162.67
Select Sector Spdr Tr Financial (XLF) 0.1 $391k 10k 38.35
Ishares Tr Msci Intl Multft (INTF) 0.1 $381k 14k 27.68
Visa Com Cl A (V) 0.1 $372k +13% 1.7k 221.82
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $368k 13k 27.62
First Tr Exchange Traded Dj Glbl Divid (FGD) 0.1 $368k 15k 25.33
Pacer Fds Tr Bnchmrk Infra (SRVR) 0.1 $368k -28% 9.4k 39.01
Vanguard Wellington Us Quality (VFQY) 0.1 $364k 3.1k 116.33
Johnson & Johnson (JNJ) 0.1 $349k 2.0k 177.16
Meta Platforms Cl A (FB) 0.1 $349k -11% 1.6k 222.58
Automatic Data Processing (ADP) 0.1 $339k -2% 1.5k 227.21
Marriott Intl Cl A (MAR) 0.1 $337k -38% 1.9k 175.98
Home Depot (HD) 0.1 $326k +5% 1.1k 299.36
Southern Company (SO) 0.1 $326k +11% 4.5k 72.43
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $323k +26% 6.3k 51.53
Tesla Motors (TSLA) 0.1 $322k 299.00 1076.92
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $321k -2% 13k 24.89
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $320k 2.1k 149.60
Crown Castle Intl (CCI) 0.1 $319k 1.7k 184.39
Merck & Co (MRK) 0.1 $316k 3.8k 82.12
Pepsi (PEP) 0.1 $313k -17% 1.9k 167.20
Intel Corporation (INTC) 0.1 $311k 6.3k 49.50
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $311k 9.5k 32.71
Ishares Tr Msci Usa Value (VLUE) 0.1 $307k 2.9k 104.49
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $307k +49% 1.7k 175.83
Science App Int'l (SAIC) 0.1 $305k 3.3k 92.06
Procter & Gamble Company (PG) 0.1 $301k +13% 2.0k 152.95
UnitedHealth (UNH) 0.1 $300k 589.00 509.34
Invesco Exchange Traded Fd T Dwa Healthcare (PTH) 0.1 $296k 2.2k 134.67
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $289k -17% 1.9k 149.12
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $286k -95% 3.9k 74.17
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $283k -9% 1.0k 277.18
Ishares Tr Core Msci Eafe (IEFA) 0.1 $275k -9% 4.0k 69.48
Ishares Tr U.s. Tech Etf (IYW) 0.1 $271k 2.6k 102.96
Target Corporation (TGT) 0.1 $265k 1.2k 212.34
Nike CL B (NKE) 0.1 $263k 2.0k 134.46
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $262k -30% 1.7k 152.41
First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $255k -30% 2.2k 116.12
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $250k +11% 3.3k 75.78
Amplify Etf Tr High Income (YYY) 0.0 $244k -22% 16k 14.97
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $230k NEW 9.0k 25.49
American Electric Power Company (AEP) 0.0 $230k +19% 2.3k 99.91
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $227k 4.3k 52.35
Walt Disney Company (DIS) 0.0 $226k +29% 1.7k 136.97
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $223k 1.8k 123.82
Verizon Communications (VZ) 0.0 $218k +16% 4.3k 51.04
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $214k 2.1k 102.39
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $210k -26% 6.9k 30.48
Darden Restaurants (DRI) 0.0 $203k +1675% 1.5k 132.94
Ishares Esg Awr Msci Em (ESGE) 0.0 $200k -7% 5.5k 36.66
Union Pacific Corporation (UNP) 0.0 $196k +2% 717.00 273.36
Ishares Tr Global Energ Etf (IXC) 0.0 $196k -14% 5.4k 36.22
Coca-Cola Company (KO) 0.0 $195k 3.2k 61.85
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $194k -98% 6.4k 30.46
Fidelity National Information Services (FIS) 0.0 $193k 1.9k 100.63
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $185k -20% 1.0k 185.00
Lockheed Martin Corporation (LMT) 0.0 $185k 419.00 441.53
Ishares Tr Grwt Allocat Etf (AOR) 0.0 $183k +41% 3.4k 54.08
Honeywell International (HON) 0.0 $182k -19% 938.00 194.03
Seacoast Bkg Corp Fla Com New (SBCF) 0.0 $182k 5.2k 34.97
Advanced Micro Devices (AMD) 0.0 $182k -10% 1.7k 109.31
Ishares Tr Us Sml Cp Value (SVAL) 0.0 $179k NEW 5.8k 30.65
Ishares Tr Select Divid Etf (DVY) 0.0 $179k 1.4k 127.95
Ishares Tr Global Tech Etf (IXN) 0.0 $175k -11% 3.0k 58.10
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $171k 3.8k 45.09
First Tr Exchange Traded Finls Alphadex (FXO) 0.0 $169k 3.7k 46.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $167k 370.00 451.35
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $167k 547.00 305.30
Cisco Systems (CSCO) 0.0 $165k +3% 3.0k 55.69
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $164k -97% 5.8k 28.27
Wisdomtree Tr Us Hgh Yld Corp (WFHY) 0.0 $163k 3.3k 49.29
Fidelity Covington Trust Low Volity Etf (FDLO) 0.0 $163k -13% 3.3k 49.92
Exelon Corporation (EXC) 0.0 $151k +37% 3.2k 47.62
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $150k 2.5k 61.12
Hubspot (HUBS) 0.0 $150k 316.00 474.68
Global X Fds S&p 500 Covered (XYLD) 0.0 $150k +35% 3.0k 49.49
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $150k -20% 5.4k 27.77
Dollar General (DG) 0.0 $149k -27% 671.00 222.06
Pfizer (PFE) 0.0 $148k 2.9k 51.78
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.0 $147k 2.5k 58.97
Abbott Laboratories (ABT) 0.0 $146k 1.2k 118.70
Phillips Edison & Co Common Stock (PECO) 0.0 $138k NEW 4.0k 34.45
Ishares Gold Tr Ishares New (IAU) 0.0 $137k 3.7k 36.92
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $137k 3.5k 38.64
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $137k -98% 2.2k 62.30
Wal-Mart Stores (WMT) 0.0 $136k +42% 914.00 148.80
Amgen (AMGN) 0.0 $136k +1550% 561.00 242.42
Adobe Systems Incorporated (ADBE) 0.0 $135k -11% 296.00 456.08
Wisdomtree Tr Em Lcl Debt Fd (ELD) 0.0 $131k -26% 4.7k 27.88
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $130k +801% 1.7k 75.89
Spdr Ser Tr Comp Software (XSW) 0.0 $129k 873.00 147.77
Broadcom (AVGO) 0.0 $127k 201.00 631.84
Vanguard World Fds Energy Etf (VDE) 0.0 $126k 1.2k 107.42
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $126k -36% 1.3k 100.16
Wec Energy Group (WEC) 0.0 $126k +41% 1.3k 99.84
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $125k 3.7k 34.18
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.0 $124k -46% 2.5k 49.54
Guggenheim Strategic Opportu Com Sbi (GOF) 0.0 $124k NEW 6.5k 19.08
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $121k 1.4k 88.32
Thermo Fisher Scientific (TMO) 0.0 $121k 205.00 590.24
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $120k -7% 1.2k 96.31
Etf Managers Tr Prime Mobile Pay (IPAY) 0.0 $119k 2.3k 51.92
Colgate-Palmolive Company (CL) 0.0 $118k +37% 1.6k 75.79
Public Storage (PSA) 0.0 $117k +18% 299.00 391.30
Hormel Foods Corporation (HRL) 0.0 $117k +642% 2.3k 51.36
Cincinnati Financial Corporation (CINF) 0.0 $116k +399% 854.00 135.83
Progressive Corporation (PGR) 0.0 $116k +533% 1.0k 114.40
One Gas (OGS) 0.0 $116k +952% 1.3k 88.21
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $114k +1403% 436.00 261.47
AmerisourceBergen (ABC) 0.0 $114k +11% 736.00 154.89
Boeing Company (BA) 0.0 $113k -6% 589.00 191.85
Select Sector Spdr Tr Communication (XLC) 0.0 $111k 1.6k 68.82
Abbvie (ABBV) 0.0 $110k -4% 678.00 162.24
New Jersey Resources Corporation (NJR) 0.0 $110k NEW 2.4k 45.99
National Storage Affiliates Com Shs Ben In (NSA) 0.0 $109k +46% 1.7k 62.82
Atmos Energy Corporation (ATO) 0.0 $109k +46% 911.00 119.65
At&t (T) 0.0 $108k -13% 4.6k 23.56
Etfis Ser Tr I Virtus Pvt Cr (VPC) 0.0 $108k 4.3k 25.16
Newmont Mining Corporation (NEM) 0.0 $107k NEW 1.3k 79.38
Royal Gold (RGLD) 0.0 $107k NEW 756.00 141.53
Jack Henry & Associates (JKHY) 0.0 $106k +56% 537.00 197.39
Sprouts Fmrs Mkt (SFM) 0.0 $104k NEW 3.3k 31.96
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $104k -3% 1.7k 61.61
Hershey Company (HSY) 0.0 $104k +17% 479.00 217.12
Bunge (BG) 0.0 $104k NEW 935.00 111.23
CMS Energy Corporation (CMS) 0.0 $103k +61% 1.5k 69.69
salesforce (CRM) 0.0 $103k 487.00 211.50
Ida (IDA) 0.0 $102k +34% 882.00 115.65
Xcel Energy (XEL) 0.0 $102k NEW 1.4k 72.44
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $102k -98% 2.0k 49.98
FTI Consulting (FCN) 0.0 $102k +27% 646.00 157.89
Ameren Corporation (AEE) 0.0 $102k +64% 1.1k 94.18
Entergy Corporation (ETR) 0.0 $101k NEW 868.00 116.36
Nicolet Bankshares (NCBS) 0.0 $100k 1.1k 93.28
CBOE Holdings (CBOE) 0.0 $100k +50% 877.00 114.03
Bristol Myers Squibb (BMY) 0.0 $100k +42% 1.4k 72.89
Evergy (EVRG) 0.0 $100k +35% 1.5k 68.21
Mccormick & Co Com Non Vtg (MKC) 0.0 $99k +49% 993.00 99.70
Bank of America Corporation (BAC) 0.0 $99k +4% 2.4k 41.25
Phillips 66 (PSX) 0.0 $99k 1.1k 86.24
Rli (RLI) 0.0 $98k +54% 883.00 110.99
Assurant (AIZ) 0.0 $98k +42% 540.00 181.48
Eli Lilly & Co. (LLY) 0.0 $98k +1329% 343.00 285.71
General Mills (GIS) 0.0 $97k +40% 1.4k 67.41

Past Filings by Destiny Wealth Partners

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