Simplicity Wealth,Llc Purchases and Sells in Q2 2025

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

Top Buys

Incresed Positions

384 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	718K + 111.89%	$81.38 - $100.82 $58.4M - $72.4M	1.36M $137M
AVIG	1.16M + 112.45%	$40.41 - $41.62 $46.9M - $48.3M	2.19M $91.2M
AVDE	432K + 110.6%	$59.32 - $74.36 $25.6M - $32.1M	822K $60.8M
AVSF	682K + 110.41%	$46.28 - $47.03 $31.6M - $32.1M	1.3M $61.1M
NVDA	131K + 68.84%	$94.31 - $157.99 $12.3M - $20.6M	320K $50.6M
MSFT	42.5K + 90.55%	$354.56 - $497.45 $15.1M - $21.2M	89.5K $44.5M

New Holdings

120 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FHN	312K New	$16.21 - $21.2 $5.06M - $6.61M	312K $6.61M
IAGG	88.4K New	$50.09 - $51.09 $4.43M - $4.52M	88.4K $4.52M
MGK	9.19K New	$273.67 - $366.17 $2.52M - $3.37M	9.19K $3.37M
VCLT	33.7K New	$72.12 - $76.23 $2.43M - $2.57M	33.7K $2.56M
SPSM	56.3K New	$35.35 - $42.68 $1.99M - $2.4M	56.3K $2.4M
STIP	23.2K New	$102.02 - $103.5 $2.37M - $2.4M	23.2K $2.39M

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	-88.9K - 80.38%	$91.43 - $91.74 $8.13M - $8.15M	21.7K $1.99M
BKLN	-312K - 82.82%	$20.12 - $21.0 $6.27M - $6.54M	64.6K $1.35M
DFSD	-105K - 90.07%	$47.09 - $48.01 $4.93M - $5.03M	11.5K $554K
DFCF	-109K - 88.59%	$41.1 - $42.37 $4.49M - $4.63M	14.1K $594K
GTO	-87.9K - 52.77%	$45.73 - $47.2 $4.02M - $4.15M	78.7K $3.69M
SOFI	-209K - 90.97%	$9.5 - $18.21 $1.98M - $3.8M	20.7K $377K

Activity Summary All Purchases 504 New Holdings 120 Increased Positions 384 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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