Institutions / Destiny Wealth Partners, LLC / Activity
Activity — Destiny Wealth Partners, LLC
249 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | Snowflake Inc. Common stock | $461.3K | +2K | 1,573 0.07% of portfolio | low |
| Q2 2026 as of | Exit | Blackstone Inc Common stock | $-458.6K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Exxon Mobil Corp Common stock | $-454.5K | -3K -29.90% | 6,854 0.15% of portfolio | low |
| Q2 2026 as of | Add | 46641Q670 Common stock | $453.0K | +10K +1.15% | 864,714 5.63% of portfolio | low |
| Q2 2026 as of | Exit | 46432F842 Common stock | $-449.0K | -5K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Lockheed Martin Corp Common stock | $-443.7K | -763 -100.00% | 0 | low |
| Q2 2026 as of | Trim | 72201R635 Common stock | $-435.7K | -10K -33.64% | 19,172 0.12% of portfolio | low |
| Q2 2026 as of | Exit | 808524870 Common stock | $-430.8K | -16K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 78463X756 Common stock | $-430.6K | -6K -100.00% | 0 | low |
| Q2 2026 as of | Exit | First Trust Exchange-Traded Fund Common stock | $-425.9K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 78463X475 Common stock | $-419.4K | -5K -7.76% | 58,627 0.70% of portfolio | low |
| Q2 2026 as of | Exit | 78468R663 Common stock | $-416.5K | -5K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 81369Y605 Common stock | $-415.5K | -7K -39.62% | 11,124 0.09% of portfolio | low |
| Q2 2026 as of | New | Allstate Corp Common stock | $414.1K | +2K | 1,568 0.06% of portfolio | low |
| Q2 2026 as of | Exit | N07059210 Common stock | $-402.8K | -285 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 922908512 Common stock | $-396.3K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Marriott International Inc/MD Common stock | $-393.7K | -1K -35.77% | 1,896 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 46641Q118 Common stock | $-387.4K | -5K -7.48% | 62,829 0.68% of portfolio | low |
| Q2 2026 as of | Exit | 808524771 Common stock | $-378.6K | -13K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Linde PLC Common stock | $-376.8K | -828 -100.00% | 0 | low |
| Q2 2026 as of | New | Coeur Mining, Inc. Common stock | $372.1K | +25K | 24,958 0.05% of portfolio | low |
| Q2 2026 as of | Exit | Palo Alto Networks Inc Common stock | $-367.5K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 337345102 Common stock | $-363.9K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 316092824 Common stock | $-352.2K | -5K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 25434V880 Common stock | $-349.5K | -10K -1.19% | 793,729 4.09% of portfolio | low |
| Q2 2026 as of | Exit | 33734X176 Common stock | $-346.8K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | GBFH GBank Financial Holdings Inc. Common Stock | $-346.6K | -10K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Philip Morris International Inc. Common stock | $-344.5K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 46137V449 Common stock | $-339.4K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 922042858 Common stock | $-335.7K | -6K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287390 Common stock | $-320.7K | -9K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Schwab Charles Corp Common stock | $-316.2K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287465 Common stock | $-314.3K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 25459W458 Common stock | $-311.3K | -5K -100.00% | 0 | low |
| Q2 2026 as of | Add | 85207K107 Common stock | $303.8K | +16K +55.18% | 45,452 0.12% of portfolio | low |
| Q2 2026 as of | Exit | Walt Disney Co Common stock | $-300.0K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 092528108 Common stock | $-296.7K | -13K -32.55% | 27,780 0.09% of portfolio | low |
| Q2 2026 as of | Exit | Thermo Fisher Scientific Inc. Common stock | $-292.6K | -467 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Intuit Inc. Common stock | $-288.2K | -513 -100.00% | 0 | low |
| Q2 2026 as of | Trim | 72201R866 Common stock | $-281.8K | -5K -34.10% | 10,527 0.08% of portfolio | low |
| Q2 2026 as of | Exit | 922908595 Common stock | $-275.9K | -857 -100.00% | 0 | low |
| Q2 2026 as of | Exit | AT&T Inc. Common stock | $-275.7K | -12K -100.00% | 0 | low |
| Q2 2026 as of | New | 69344A834 Common stock | $272.2K | +5K | 5,307 0.04% of portfolio | low |
| Q2 2026 as of | New | Honeywell International Inc Common stock | $267.1K | +1K | 1,099 0.04% of portfolio | low |
| Q2 2026 as of | New | Amgen Inc Common stock | $266.9K | +693 | 693 0.04% of portfolio | low |
| Q2 2026 as of | New | Mondelez International, Inc. Common stock | $265.8K | +4K | 4,265 0.04% of portfolio | low |
| Q2 2026 as of | New | SSRM Ssr Mining Inc. Common Stock | $256.2K | +10K | 10,000 0.04% of portfolio | low |
| Q2 2026 as of | Exit | Accenture plc Common stock | $-253.5K | -903 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287481 Common stock | $-251.6K | -2K -100.00% | 0 | low |
| Q2 2026 as of | New | Lamb Weston Holdings, Inc. Common stock | $242.9K | +5K | 4,623 0.03% of portfolio | low |