RWM Asset Management

Destiny Wealth Partners as of Dec. 31, 2024

Portfolio Holdings for Destiny Wealth Partners

Destiny Wealth Partners holds 167 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 4.9 $30M 74k 410.44
Dimensional Etf Trust Us Large Cap Val (DFLV) 4.5 $28M 922k 30.03
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 4.3 $26M 573k 46.07
Amazon (AMZN) 4.3 $26M 119k 219.39
Dimensional Etf Trust World Ex Us Core (DFAX) 3.0 $18M 737k 24.86
Apple (AAPL) 2.9 $18M 70k 250.42
Stryker Corporation (SYK) 2.4 $15M 42k 360.05
Select Sector Spdr Tr Technology (XLK) 2.4 $15M 63k 232.52
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 2.3 $14M 359k 39.39
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.0 $12M 431k 28.67
Blackstone Secd Lending Common Stock (BXSL) 2.0 $12M 382k 32.31
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 2.0 $12M 555k 22.07
Microsoft Corporation (MSFT) 1.9 $12M 28k 421.50
Select Sector Spdr Tr Financial (XLF) 1.9 $12M 244k 48.33
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.9 $12M 233k 50.71
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $11M 58k 195.83
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 1.8 $11M 228k 49.16
Fidelity Covington Trust Msci Commntn Svc (FCOM) 1.7 $11M 179k 58.70
Reddit Cl A (RDDT) 1.7 $10M 63k 163.44
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.6 $9.5M 162k 58.79
Spdr Ser Tr S&p Divid Etf (SDY) 1.5 $9.1M 69k 132.10
Ishares Tr Broad Usd High (USHY) 1.4 $8.7M 238k 36.79
Ishares Tr Ishares Biotech (IBB) 1.4 $8.7M 66k 132.21
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.4 $8.6M 135k 63.45
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.4 $8.4M 202k 41.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $8.3M 18k 453.28
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.3 $8.2M 103k 79.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $8.0M 16k 511.24
Dimensional Etf Trust Internatnal Val (DFIV) 1.2 $7.4M 207k 35.48
Global X Fds Glb X Mlp Enrg I (MLPX) 1.2 $7.3M 121k 60.56
Alphabet Cap Stk Cl A (GOOGL) 1.1 $7.0M 37k 189.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $6.9M 12k 586.08
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.1 $6.6M 114k 57.53
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $6.5M 51k 127.59
Broadcom (AVGO) 1.0 $6.3M 27k 231.84
NVIDIA Corporation (NVDA) 1.0 $6.0M 44k 134.29
Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $5.9M 79k 74.73
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.9 $5.6M 89k 63.15
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $5.4M 21k 264.13
Crowdstrike Hldgs Cl A (CRWD) 0.9 $5.3M 15k 342.16
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.8 $5.1M 103k 49.55
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.8 $5.1M 44k 117.48
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.8 $4.9M 66k 74.78
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.8 $4.9M 153k 31.92
Ishares Tr Exponential Tech (XT) 0.8 $4.8M 81k 59.66
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 0.8 $4.7M 111k 42.10
Meta Platforms Cl A (META) 0.7 $4.3M 7.4k 585.52
Netflix (NFLX) 0.7 $4.2M 4.7k 891.32
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.7 $4.2M 113k 37.17
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.7 $4.1M 93k 44.18
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.7 $4.1M 44k 92.72
Tesla Motors (TSLA) 0.6 $3.8M 9.4k 403.84
salesforce (CRM) 0.6 $3.7M 11k 334.33
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.6 $3.7M 61k 60.47
Spdr Ser Tr Russell Low Vol (ONEV) 0.6 $3.4M 27k 125.47
Uber Technologies (UBER) 0.5 $3.3M 54k 60.32
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.5 $3.3M 50k 65.08
Palantir Technologies Cl A (PLTR) 0.5 $3.2M 43k 75.63
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.5 $2.9M 45k 63.33
Vaneck Etf Trust India Growth Ldr (GLIN) 0.4 $2.6M 54k 49.18
Vanguard Index Fds Small Cp Etf (VB) 0.4 $2.5M 11k 240.29
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.4 $2.5M 51k 48.67
Spdr Ser Tr Portfolio Short (SPSB) 0.4 $2.4M 80k 29.86
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $2.3M 44k 50.88
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $2.2M 46k 48.42
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $2.1M 16k 128.62
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.3 $2.0M 80k 25.45
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.3 $1.7M 23k 76.06
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.7M 3.1k 538.81
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $1.4M 58k 24.99
Snap Cl A (SNAP) 0.2 $1.4M 132k 10.77
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.4M 2.4k 588.68
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $1.4M 2.00 680920.00
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $1.3M 41k 31.95
Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.3M 4.7k 269.70
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.3M 6.6k 190.44
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $1.3M 6.6k 189.98
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $1.2M 5.0k 243.17
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.2 $1.1M 9.5k 115.13
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $998k 11k 88.79
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $991k 23k 42.61
Exxon Mobil Corporation (XOM) 0.2 $991k 9.2k 107.57
Pepsi (PEP) 0.2 $926k 6.1k 152.07
Pimco Etf Tr Muni Income Opp (MINO) 0.2 $922k 21k 45.06
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.1 $900k 13k 68.19
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $892k 16k 57.41
O'reilly Automotive (ORLY) 0.1 $891k 751.00 1185.80
Strategy Day Hagan Ned (SSUS) 0.1 $874k 21k 42.07
Abbvie (ABBV) 0.1 $860k 4.8k 177.70
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $852k 4.8k 178.08
Spdr Gold Tr Gold Shs (GLD) 0.1 $814k 3.4k 242.13
Oracle Corporation (ORCL) 0.1 $790k 4.7k 166.64
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $777k 6.0k 128.82
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $743k 16k 47.82
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $737k 8.1k 91.43
Hca Holdings (HCA) 0.1 $680k 2.3k 300.15
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $673k 16k 41.40
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $673k 7.6k 88.40
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $652k 6.1k 106.52
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $615k 2.1k 289.81
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $613k 12k 51.73
Quest Diagnostics Incorporated (DGX) 0.1 $603k 4.0k 150.86
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $591k 17k 35.65
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $584k 2.6k 224.35
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $570k 8.0k 71.43
Ishares Tr Russell 2000 Etf (IWM) 0.1 $568k 2.6k 220.96
Marriott Intl Cl A (MAR) 0.1 $539k 1.9k 278.90
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $539k 24k 22.98
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $538k 16k 33.34
Nextera Energy (NEE) 0.1 $496k 6.9k 71.69
JPMorgan Chase & Co. (JPM) 0.1 $494k 2.1k 239.71
Select Sector Spdr Tr Communication (XLC) 0.1 $466k 4.8k 96.81
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $461k 13k 34.59
Servicenow (NOW) 0.1 $446k 421.00 1060.12
Chevron Corporation (CVX) 0.1 $443k 3.1k 144.82
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $443k 6.0k 74.02
Vanguard Wellington Us Quality (VFQY) 0.1 $441k 3.1k 140.89
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $423k 6.1k 68.94
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $418k 16k 25.83
Ishares Tr Us Sml Cap Eqt (SMLF) 0.1 $397k 5.9k 67.50
McDonald's Corporation (MCD) 0.1 $392k 1.4k 289.96
Mastercard Incorporated Cl A (MA) 0.1 $382k 725.00 526.57
Visa Com Cl A (V) 0.1 $378k 1.2k 316.14
Darden Restaurants (DRI) 0.1 $372k 2.0k 186.69
Merck & Co (MRK) 0.1 $370k 3.7k 99.49
Select Sector Spdr Tr Indl (XLI) 0.1 $360k 2.7k 131.76
Vanguard Index Fds Value Etf (VTV) 0.1 $354k 2.1k 169.30
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $346k 2.1k 161.77
Home Depot (HD) 0.1 $342k 879.00 388.99
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $322k 1.9k 166.21
Royal Caribbean Cruises (RCL) 0.1 $320k 1.4k 230.69
Fidelity Covington Trust Low Volity Etf (FDLO) 0.1 $313k 5.2k 60.59
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $301k 31k 9.65
Bank of America Corporation (BAC) 0.0 $299k 6.8k 43.95
First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $294k 2.0k 148.55
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.0 $285k 1.5k 188.28
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $285k 1.4k 206.92
Walt Disney Company (DIS) 0.0 $283k 2.5k 111.37
Ishares Tr Core Total Usd (IUSB) 0.0 $279k 6.2k 45.20
Lam Research Corp Com New (LRCX) 0.0 $274k 3.8k 72.23
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $266k 1.3k 198.18
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $263k 1.9k 137.57
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $260k 3.7k 71.04
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $251k 5.0k 50.28
Ishares Tr Core Msci Eafe (IEFA) 0.0 $250k 3.6k 70.28
Wal-Mart Stores (WMT) 0.0 $249k 2.8k 90.35
Coca-Cola Company (KO) 0.0 $244k 3.9k 62.25
Vaneck Etf Trust Clo Etf (CLOI) 0.0 $243k 4.6k 52.77
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.0 $232k 3.0k 78.46
Microstrategy Cl A New (MSTR) 0.0 $232k 800.00 289.62
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $230k 2.9k 78.61
UnitedHealth (UNH) 0.0 $229k 453.00 505.86
Ishares Tr Investment Grade (IGEB) 0.0 $229k 5.2k 44.36
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $228k 4.5k 50.37
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $228k 3.9k 58.18
Procter & Gamble Company (PG) 0.0 $223k 1.3k 167.63
Hubspot (HUBS) 0.0 $220k 316.00 696.77
Thermo Fisher Scientific (TMO) 0.0 $220k 423.00 520.23
Ishares Tr Core Msci Euro (IEUR) 0.0 $216k 4.0k 53.98
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $211k 5.2k 40.41
Advanced Micro Devices (AMD) 0.0 $211k 1.7k 120.79
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $206k 4.3k 48.16
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $206k 1.8k 114.48
Republic Services (RSG) 0.0 $206k 1.0k 201.18
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $205k 2.1k 96.90
Trane Technologies SHS (TT) 0.0 $200k 542.00 369.35
Hive Digital Technologies Lt Com New (HIVE) 0.0 $29k 10k 2.85