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Destiny Wealth Partners, LLC

CIK
1844369
City
TAVARES
State / Country
FL

Top Portfolio Positions

821 positions · $294,715,997 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

22 quarters · across all stocks

Holdings in PGP

Export CSV

Shares Held

Position Value (USD)

8 quarters on record
Report Date Value (USD) Shares
2026-03-31 $28,322 3,400
2022-12-31 $23,562 3,400
2022-09-30 $21,896 3,400
2022-06-30 $26,826 3,400
2022-03-31 $32,402 3,400
2021-12-31 $36,822 3,400
2021-09-30 $36,788 3,400
2020-12-31 $34,136 3,400