Simplicity Wealth,Llc Purchases and Sells in Q1 2025

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

Top Buys

Incresed Positions

205 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	534K + 3279.4%	$32.42 - $36.13 $17.3M - $19.3M	551K $18.1M
IVV	30.1K + 56.93%	$554.06 - $615.85 $16.7M - $18.6M	83K $46.3M
IWY	55.2K + 2559.28%	$210.19 - $243.33 $11.6M - $13.4M	57.3K $12.1M
FTSM	173K + 2514.31%	$59.78 - $60.03 $10.4M - $10.4M	180K $10.8M
IUSB	218K + 148.22%	$44.72 - $46.25 $9.77M - $10.1M	366K $16.8M
AAPL	50.8K + 120.38%	$209.68 - $247.1 $10.6M - $12.5M	93K $20.6M

New Holdings

284 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	641K New	$90.7 - $101.57 $58.2M - $65.1M	641K $58.9M
AVIG	1.03M New	$40.06 - $41.55 $41.3M - $42.9M	1.03M $42.6M
AVSF	618K New	$45.96 - $46.74 $28.4M - $28.9M	618K $28.9M
AVDE	390K New	$60.63 - $68.55 $23.7M - $26.7M	390K $26.1M
AVEM	190K New	$57.11 - $62.4 $10.9M - $11.9M	190K $11.5M
AVUV	113K New	$84.95 - $100.62 $9.61M - $11.4M	113K $9.84M

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-6.05K - 39.4%	$551.42 - $612.93 $3.34M - $3.71M	9.3K $5.2M
IBM	-7.98K - 79.66%	$217.4 - $264.74 $1.73M - $2.11M	2.04K $506K
RSP	-7.38K - 37.99%	$169.43 - $182.84 $1.25M - $1.35M	12K $2.07M
SPEM	-28.9K - 80.07%	$37.07 - $40.63 $1.07M - $1.17M	7.19K $283K
UBER	-14.8K - 50.72%	$63.17 - $81.49 $935K - $1.21M	14.4K $1.05M
PRIM	-6.67K - 58.93%	$57.27 - $89.03 $382K - $594K	4.65K $266K

Activity Summary All Purchases 489 New Holdings 284 Increased Positions 205 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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