RWM Asset Management

Destiny Wealth Partners as of March 31, 2025

Portfolio Holdings for Destiny Wealth Partners

Destiny Wealth Partners holds 162 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 6.8 $43M 843k 50.71
Vanguard Index Fds Growth Etf (VUG) 4.8 $31M 82k 370.82
Dimensional Etf Trust Us Large Cap Val (DFLV) 4.6 $29M 943k 30.57
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 4.2 $27M 566k 47.04
Amazon (AMZN) 3.7 $23M 123k 190.26
Apple (AAPL) 2.5 $16M 72k 222.13
Stryker Corporation (SYK) 2.4 $15M 41k 372.25
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 2.4 $15M 372k 40.29
Select Sector Spdr Tr Technology (XLK) 2.1 $14M 66k 206.48
Blackstone Secd Lending Common Stock (BXSL) 2.0 $13M 394k 32.36
Select Sector Spdr Tr Financial (XLF) 2.0 $13M 252k 49.81
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.9 $12M 15.00 798441.60
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 1.9 $12M 244k 48.67
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $11M 58k 193.99
Microsoft Corporation (MSFT) 1.8 $11M 30k 375.39
Fidelity Covington Trust Msci Commntn Svc (FCOM) 1.7 $11M 186k 56.26
Dimensional Etf Trust World Ex Us Core (DFAX) 1.7 $10M 399k 26.20
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.6 $10M 171k 60.17
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.6 $9.9M 343k 28.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $9.6M 18k 532.58
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.5 $9.6M 704k 13.63
Spdr Ser Tr S&p Divid Etf (SDY) 1.5 $9.3M 69k 135.68
Ishares Tr Broad Usd High (USHY) 1.5 $9.2M 250k 36.81
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.4 $9.0M 143k 63.00
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.4 $9.0M 361k 24.86
Ishares Tr Ishares Biotech (IBB) 1.4 $8.9M 70k 127.90
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.4 $8.8M 213k 41.13
Dimensional Etf Trust Internatnal Val (DFIV) 1.2 $7.3M 186k 39.36
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.2 $7.3M 88k 82.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $7.2M 15k 468.93
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.1 $6.8M 119k 57.14
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $6.4M 50k 128.96
Alphabet Cap Stk Cl A (GOOGL) 1.0 $6.0M 39k 154.64
NVIDIA Corporation (NVDA) 1.0 $6.0M 55k 108.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $6.0M 11k 559.39
Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $5.8M 75k 76.57
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.9 $5.7M 98k 57.61
Crowdstrike Hldgs Cl A (CRWD) 0.9 $5.6M 16k 352.58
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.9 $5.6M 112k 49.73
Broadcom (AVGO) 0.9 $5.5M 33k 167.43
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $5.5M 21k 258.62
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.8 $5.3M 159k 33.18
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.8 $5.0M 43k 115.95
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 0.8 $5.0M 116k 43.10
Ishares Tr Exponential Tech (XT) 0.8 $4.8M 84k 57.56
Netflix (NFLX) 0.7 $4.5M 4.8k 932.53
Meta Platforms Cl A (META) 0.7 $4.4M 7.7k 576.37
Reddit Cl A (RDDT) 0.7 $4.3M 41k 104.90
Uber Technologies (UBER) 0.7 $4.2M 58k 72.86
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.6 $4.1M 46k 88.00
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.6 $4.1M 90k 45.20
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.6 $4.0M 118k 34.25
Palantir Technologies Cl A (PLTR) 0.6 $4.0M 48k 84.40
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.6 $3.6M 51k 69.74
Spdr Ser Tr Russell Low Vol (ONEV) 0.6 $3.5M 28k 126.79
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.6 $3.5M 62k 55.98
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.5 $3.4M 55k 62.42
salesforce (CRM) 0.5 $3.1M 12k 268.37
Tesla Motors (TSLA) 0.5 $3.1M 12k 259.15
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.4 $2.7M 55k 49.16
Vaneck Etf Trust India Growth Ldr (GLIN) 0.4 $2.6M 60k 42.87
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $2.4M 48k 51.05
Spdr Ser Tr Portfolio Short (SPSB) 0.4 $2.4M 80k 30.10
Vanguard Index Fds Small Cp Etf (VB) 0.4 $2.3M 10k 221.75
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $2.3M 45k 49.90
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.3 $2.1M 81k 25.55
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.8M 15k 122.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.6M 3.1k 513.91
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $1.6M 23k 68.06
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $1.5M 58k 25.54
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.3M 2.4k 561.90
Snap Cl A (SNAP) 0.2 $1.3M 149k 8.71
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $1.2M 43k 28.46
Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.2M 4.7k 257.03
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.2 $1.2M 17k 68.81
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.2M 13k 93.66
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $1.1M 6.6k 172.26
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $1.1M 5.0k 222.15
Exxon Mobil Corporation (XOM) 0.2 $1.1M 9.1k 118.94
O'reilly Automotive (ORLY) 0.2 $1.1M 751.00 1432.58
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.2 $1.0M 9.3k 112.67
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.0M 3.6k 288.14
Abbvie (ABBV) 0.2 $1.0M 4.8k 209.52
Alphabet Cap Stk Cl C (GOOG) 0.2 $996k 6.4k 156.23
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $934k 22k 42.52
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $928k 15k 60.66
Pimco Etf Tr Muni Income Opp (MINO) 0.1 $913k 20k 44.73
Pepsi (PEP) 0.1 $894k 6.0k 149.94
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $893k 18k 50.83
Strategy Day Hagan Ned (SSUS) 0.1 $845k 21k 40.71
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $818k 4.8k 170.89
Hca Holdings (HCA) 0.1 $783k 2.3k 345.55
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $736k 6.0k 121.91
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $704k 16k 43.30
Quest Diagnostics Incorporated (DGX) 0.1 $677k 4.0k 169.20
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $672k 6.1k 109.80
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $648k 7.6k 85.07
Vanguard Index Fds Value Etf (VTV) 0.1 $632k 3.7k 172.74
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $622k 17k 37.49
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $610k 12k 51.55
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $584k 2.1k 274.84
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $575k 16k 35.65
Chevron Corporation (CVX) 0.1 $555k 3.3k 167.29
Walt Disney Company (DIS) 0.1 $541k 5.5k 98.71
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $540k 7.9k 68.01
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $539k 24k 22.98
Ishares Tr Russell 2000 Etf (IWM) 0.1 $524k 2.6k 199.49
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $514k 2.6k 197.46
JPMorgan Chase & Co. (JPM) 0.1 $502k 2.0k 245.30
Select Sector Spdr Tr Communication (XLC) 0.1 $464k 4.8k 96.45
Marriott Intl Cl A (MAR) 0.1 $461k 1.9k 238.20
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $440k 13k 32.99
Visa Com Cl A (V) 0.1 $437k 1.2k 350.42
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $435k 16k 26.89
McDonald's Corporation (MCD) 0.1 $423k 1.4k 312.25
Vanguard Wellington Us Quality (VFQY) 0.1 $418k 3.1k 133.65
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $417k 4.5k 91.73
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $403k 6.1k 65.76
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $390k 6.0k 65.17
Darden Restaurants (DRI) 0.1 $372k 1.8k 207.76
Ishares Tr Core Msci Eafe (IEFA) 0.1 $372k 4.9k 75.65
Ishares Tr Us Sml Cap Eqt (SMLF) 0.1 $366k 5.9k 62.16
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $365k 5.0k 72.46
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $362k 31k 11.60
Select Sector Spdr Tr Indl (XLI) 0.1 $359k 2.7k 131.07
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $343k 2.1k 160.54
At&t (T) 0.1 $339k 12k 28.28
Mastercard Incorporated Cl A (MA) 0.1 $332k 605.00 548.12
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $330k 1.9k 170.12
Fidelity Covington Trust Low Volity Etf (FDLO) 0.0 $313k 5.2k 60.62
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.0 $290k 2.8k 103.09
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $287k 12k 23.61
Ishares Tr Core Total Usd (IUSB) 0.0 $284k 6.2k 46.08
Royal Caribbean Cruises (RCL) 0.0 $284k 1.4k 205.44
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $279k 1.9k 146.01
Merck & Co (MRK) 0.0 $279k 3.1k 89.75
Bank of America Corporation (BAC) 0.0 $279k 6.7k 41.73
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $278k 1.4k 202.13
Coca-Cola Company (KO) 0.0 $271k 3.8k 71.61
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.0 $263k 1.5k 173.56
First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $262k 2.0k 132.25
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $255k 5.0k 51.08
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $250k 1.3k 186.29
Republic Services (RSG) 0.0 $248k 1.0k 242.16
Vanguard World Mega Grwth Ind (MGK) 0.0 $244k 790.00 308.88
Wal-Mart Stores (WMT) 0.0 $242k 2.8k 87.79
Ishares Tr Core Msci Euro (IEUR) 0.0 $241k 4.0k 60.15
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $239k 2.9k 81.67
Microstrategy Cl A New (MSTR) 0.0 $231k 800.00 288.27
Procter & Gamble Company (PG) 0.0 $228k 1.3k 170.44
Vaneck Etf Trust Clo Etf (CLOI) 0.0 $227k 4.3k 52.84
UnitedHealth (UNH) 0.0 $223k 425.00 523.75
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.0 $218k 3.0k 73.61
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $216k 4.2k 51.94
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $215k 2.2k 98.92
Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $215k 9.1k 23.55
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $208k 1.8k 115.60
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $206k 4.1k 50.63
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $205k 3.5k 58.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $203k 4.5k 45.26
Arbe Robotics Ordinary Shares (ARBE) 0.0 $21k 20k 1.03
Hive Digital Technologies Lt Com New (HIVE) 0.0 $15k 10k 1.45