- New Purchases: HTRB, BNDW, SEIX, CMDY, PAVE, WBND, JAAA, SMMD, PFFD, NFRA, BETZ, INDS, EMGF, DFAC, VFQY, YYY, AMD, SBCF, TSLA, HUBS, FDLO, IJS, XLY, T, ABT, AEP, BA, CSCO, LMT, CRM, DG, DVY, EFG, IAU, IHI, IPAY, PDP, QCLN, SPDW, SPEM, SPY, TDIV, VCR, XLC, XSW, MMM, ATVI, BAC, CL, EXC, LXP, DGX, TSM, TXN, TMO, USB, WMT, WEC, ETV, AVGO, PSX, NOW, ABBV, NCBS, PYPL, AGZ, DIA, FCVT, FIBR, FTSM, IEMG, IGLB, IVOL, PICB, REZ, SCZ, SHYG, VBR, VDE, VGT, VXUS, XHB, XLB, CB, AMN, ACN, MO, AEE, AWR, AMT, AIZ, ATO, TFC, BCPC, BK, BAX, BKH, BMY, CMS, CAT, FUN, SCHW, CHE, CHD, CI, C, CLX, CMCSA, COST, DHI, DTE, DPZ, DUK, EMR, FCN, FDX, FLO, F, RHP, GIS, GILD, HSY, IBM, IDA, INFY, TT, JKHY, KMB, KR, LOW, MRVL, MKC, MDT, NFG, ES, ORI, ORCL, PGR, PEG, PSA, QGEN, REGN, RSG, RY, SYK, TRI, TD, TSN, UPS, RTX, WM, ANTM, EVRG, NEO, HTD, PGP, POR, DAL, VMW, MDXG, KDP, CBOE, UI, VAC, ZTS, PINC, PAYC, FSK, W, INOV, NSA, PTON, LAZR, MTTR, AGGY, ARKQ, BIB, BND, CRBN, DGRW, DOL, DVOL, EMB, FXD, IUSB, KWEB, NEAR, PAWZ, SCHZ, SPLG, VBK, VNQ, VRIG, XLI, XLP, XLU, XLV, ABB, ASML, ADC, AKAM, ABC, AMGN, ANSS, MTOR, RIOT, AZN, BCE, GOLD, BIIB, BLK, BAM, BRO, CHRW, CNA, CSX, CPB, CCL, CHKP, CINF, CAG, CPRT, GLW, DRI, DE, D, LCII, LLY, EQIX, EXPO, FAST, GE, GGG, GPI, LHX, HRL, HST, JBHT, SJM, LKFN, LGND, MTD, VTRS, NEOG, NXST, NTRS, NVS, NVO, ORLY, OHI, OMC, PPL, QCOM, RRX, RCL, POOL, STM, SNY, SLB, SIRI, TRV, TROW, TJX, AXON, TFX, TXRH, TTE, TM, TSCO, TYL, UGI, UL, UTHR, VRTX, WBA, EBAY, CHY, GGN, WU, TMUS, LULU, MASI, PM, RGA, FTNT, GM, STAG, SSSS, MTSI, SUPN, HTA, ICLR, SEAS, TWTR, OGS, MGNI, ACB, PJT, NVCR, NGVT, KNSL, YUMC, IR, FOCS, YETI, MRNA, DOW, CRWD, GRUB, ELAT, RIDE, MP, DMYI, OGN, DTM, BLFY, SNPO, JOBY, AOA, AOK, AOR, ARKW, BNDX, CWB, DAPP, DEM, DES, DGS, DLS, DRIV, EZM, FEMB, FFTY, FHLC, FIVG, FTSL, GDXJ, GTO, IPKW, IQDY, ITA, IUSG, IUSV, IWV, JNK, MDY, PIE, PRF, PSK, QYLD, RWM, SMLV, SPXU, SPYD, USFR, VCSH, VGIT, VOOG, VPU, VYMI,
- Added Positions: ANGL, FPE, IBUY, ELD, VPL, HYLB, IXC, XBI, SPIP, VGK, FNCL, PULS, JETS, XLK, ICVT, ACIM, IXN, VWO, LIT, ICLN, SCHV, ARKK, BOTZ, BLOK, VTEB, VUG, GOOGL, IWR,
- Reduced Positions: STIP, SCHP, SLQD, SPTS, BSV, IVV, MSFT, VMBS, SPSB, VEA, VGSH, IVW, HD, BIL, MGV, USMV, FIS, AMZN, LMBS, NFLX, HON, IWF, IWB, REET, XT, AAPL, VLUE, SCHX, IWO, BABA, EBND, GEM, IYW, IBB, MRK, GLD, IWS, PFE, JNJ, JPM, FNDC, PG, SMLF, IWM, IWP, FXH, QUAL, PKW, MTUM, QQQ, SCHF, EFA, CIBR, ACWX, USIG, VIG, VT, VZ, LQD, SRVR, CVX, UNP, IWN, FXO, IGSB, FIXD, FBT, KO, XOM, GOOG, BRK.B, VEU, V, FDN, ONEQ, MBB, IEFA, IJR, UNH, MA, DIS, ADP, VSS, FB, ADBE, SO, SPTM, NEE, SPAB, INTC, ESGE, SCHM, ESGU, FGD, MCD, PEP, NVDA,
- Sold Out: EFX, SHY, ETN, STT,
For the details of Destiny Wealth Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/destiny+wealth+partners%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Destiny Wealth Partners, LLC- iShares 0-5 Year Investment Grade Corporate Bond E (SLQD) - 395,225 shares, 4.17% of the total portfolio. Shares reduced by 11.26%
- PGIM Ultra Short Bond ETF (PULS) - 374,804 shares, 3.80% of the total portfolio. Shares added by 1.62%
- iShares 0-5 Year TIPS Bond ETF (STIP) - 173,063 shares, 3.73% of the total portfolio. Shares reduced by 13.08%
- SPDR Portfolio Short Term Corporate Bond ETF (SPSB) - 465,057 shares, 2.96% of the total portfolio. Shares reduced by 7.81%
- Amazon.com Inc (AMZN) - 4,382 shares, 2.94% of the total portfolio. Shares reduced by 4.72%
Destiny Wealth Partners, LLC initiated holding in Hartford Total Return Bond ETF. The purchase prices were between $40.66 and $41.25, with an estimated average price of $40.98. The stock is now traded at around $40.710000. The impact to a portfolio due to this purchase was 2.22%. The holding were 267,323 shares as of 2021-09-30.
New Purchase: Vanguard Total World Bond ETF (BNDW)Destiny Wealth Partners, LLC initiated holding in Vanguard Total World Bond ETF. The purchase prices were between $79.76 and $81.1, with an estimated average price of $80.55. The stock is now traded at around $79.670000. The impact to a portfolio due to this purchase was 1.76%. The holding were 108,315 shares as of 2021-09-30.
New Purchase: Virtus Seix Senior Loan ETF (SEIX)Destiny Wealth Partners, LLC initiated holding in Virtus Seix Senior Loan ETF. The purchase prices were between $24.77 and $25.09, with an estimated average price of $24.91. The stock is now traded at around $25.205000. The impact to a portfolio due to this purchase was 1.62%. The holding were 315,954 shares as of 2021-09-30.
New Purchase: iShares Bloomberg Roll Select Commodity Strategy E (CMDY)Destiny Wealth Partners, LLC initiated holding in iShares Bloomberg Roll Select Commodity Strategy E. The purchase prices were between $53.47 and $58.68, with an estimated average price of $55.71. The stock is now traded at around $60.160000. The impact to a portfolio due to this purchase was 1.6%. The holding were 134,423 shares as of 2021-09-30.
New Purchase: Global X U.S. Infrastructure Development ETF (PAVE)Destiny Wealth Partners, LLC initiated holding in Global X U.S. Infrastructure Development ETF. The purchase prices were between $24.68 and $27.63, with an estimated average price of $26.36. The stock is now traded at around $27.630000. The impact to a portfolio due to this purchase was 1.27%. The holding were 245,726 shares as of 2021-09-30.
New Purchase: Western Asset Total Return ETF (WBND)Destiny Wealth Partners, LLC initiated holding in Western Asset Total Return ETF. The purchase prices were between $94.51 and $96.26, with an estimated average price of $95.42. The stock is now traded at around $26.650000. The impact to a portfolio due to this purchase was 1.23%. The holding were 223,491 shares as of 2021-09-30.
Added: First Trust Preferred Securities and Income ETF (FPE)Destiny Wealth Partners, LLC added to a holding in First Trust Preferred Securities and Income ETF by 32.23%. The purchase prices were between $20.32 and $20.61, with an estimated average price of $20.45. The stock is now traded at around $20.500000. The impact to a portfolio due to this purchase was 0.17%. The holding were 169,363 shares as of 2021-09-30.
Added: iShares Global Tech ETF (IXN)Destiny Wealth Partners, LLC added to a holding in iShares Global Tech ETF by 460.46%. The purchase prices were between $56.11 and $60.64, with an estimated average price of $58.53. The stock is now traded at around $60.390000. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,402 shares as of 2021-09-30.
Added: Vanguard FTSE Emerging Markets ETF (VWO)Destiny Wealth Partners, LLC added to a holding in Vanguard FTSE Emerging Markets ETF by 31.61%. The purchase prices were between $48.9 and $53.52, with an estimated average price of $51.26. The stock is now traded at around $51.300000. The impact to a portfolio due to this purchase was 0.03%. The holding were 12,846 shares as of 2021-09-30.
Sold Out: Equifax Inc (EFX)Destiny Wealth Partners, LLC sold out a holding in Equifax Inc. The sale prices were between $241.17 and $278.28, with an estimated average price of $259.92.
Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)Destiny Wealth Partners, LLC sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $86.08 and $86.29, with an estimated average price of $86.19.
Sold Out: State Street Corporation (STT)Destiny Wealth Partners, LLC sold out a holding in State Street Corporation. The sale prices were between $79.59 and $94.28, with an estimated average price of $87.03.
Sold Out: Eaton Corp PLC (ETN)Destiny Wealth Partners, LLC sold out a holding in Eaton Corp PLC. The sale prices were between $149.19 and $170.21, with an estimated average price of $159.79.
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