Simplicity Wealth,Llc Purchases and Sells in Q3 2025

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

Top Buys

Incresed Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	65.5K + 301.96%	$91.44 - $91.77 $5.99M - $6.01M	87.2K $8M
TLT	61.4K + 37.96%	$85.01 - $90.35 $5.22M - $5.55M	223K $19.9M
DFSD	108K + 936.71%	$47.86 - $48.43 $5.18M - $5.24M	120K $5.77M
BKLN	233K + 360.61%	$20.84 - $21.03 $4.86M - $4.9M	298K $6.23M
DFCF	113K + 800.96%	$41.8 - $43.15 $4.71M - $4.87M	127K $5.42M
SOFI	108K + 523.84%	$17.64 - $29.81 $1.91M - $3.23M	129K $3.41M

New Holdings

161 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	215K New	$24.46 - $26.5 $5.26M - $5.7M	215K $5.67M
OUNZ	103K New	$31.49 - $37.19 $3.24M - $3.83M	103K $3.83M
XCCC	62.8K New	$38.32 - $39.33 $2.41M - $2.47M	62.8K $2.46M
LYFT	111K New	$13.41 - $22.93 $1.49M - $2.55M	111K $2.45M
LONZ	46.7K New	$50.7 - $51.11 $2.37M - $2.38M	46.7K $2.38M
VV	7.28K New	$285.05 - $309.14 $2.08M - $2.25M	7.28K $2.24M

Top Sells

Reduced Positions

442 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	-683K - 50.23%	$101.2 - $109.16 $69.1M - $74.5M	676K $73.5M
AVIG	-1.1M - 50.09%	$41.02 - $42.32 $45M - $46.5M	1.09M $46M
AVSF	-664K - 51.12%	$46.71 - $47.3 $31M - $31.4M	635K $30M
AVDE	-337K - 41.01%	$73.24 - $79.04 $24.7M - $26.6M	485K $38.3M
MSFT	-34.2K - 38.24%	$491.09 - $535.64 $16.8M - $18.3M	55.3K $28.6M
IUSB	-290K - 45.95%	$45.6 - $46.92 $13.2M - $13.6M	342K $16M

Activity Summary All Purchases 244 New Holdings 161 Increased Positions 83 All Sells 442 Reductions 442 Sold out 0 Calls 0 Puts 0

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