Destiny Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Tavares, FL
CIK
0001844369
Alternate names
RWM Asset Management, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 159 532,359 AMZN, DFAX, VCLT, SHV 13F-HR 1/19/2024 000184436924000002
Q3 2023 161 495,476 DFAX, AMZN, LQD, VYM 13F-HR 10/10/2023 000184436923000005
Q2 2023 168 522,496 SRLN, DFAX, AMZN, LQD 13F-HR 7/26/2023 000184436923000003
Q1 2023 185 483,367 SRLN, DFAX, LQD, VYM 13F-HR 4/26/2023 000184436923000002
Q4 2022 675 462,034 SLQD, VYM, SHV, SHYG 13F-HR 1/26/2023 000184436923000001
Q3 2022 586 445,254 SLQD, STIP, SPSB, SRLN 13F-HR 10/25/2022 000184436922000004
Q2 2022 614 453,880 SLQD, STIP, SPSB, SRLN 13F-HR 7/15/2022 000184436922000003
Q1 2022 539 513,866 CMDY, SLQD, STIP, AMZN 13F-HR 4/20/2022 000184436922000002
Q4 2021 551 518,902 SLQD, STIP, SPIP, AMZN 13F-HR 1/20/2022 000184436922000001
Q3 2021 522 498,206 SLQD, PULS, STIP, SPSB 13F-HR 10/28/2021 000184436921000006
Q2 2021 183 522,648 SLQD, STIP, PULS, AMZN 13F-HR 7/27/2021 000184436921000003
Q1 2021 547 479,305 SLQD, STIP, PULS, SPSB 13F-HR 4/21/2021 000184436921000002
Q4 2020 510 479,578 LQD, GSY, SPSB, SCHP 13F-HR 2/5/2021 000184436921000001