Simplicity Wealth,Llc Purchases in Q2 2025

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
718K
+ 111.89%
$81.38 - $100.82 $58.4M - $72.4M
1.36M $137M
AVIG
American Centy ETF Tr Avantis

ETFs
1.16M
+ 112.45%
$40.41 - $41.62 $46.9M - $48.3M
2.19M $91.2M
AVDE
American Centy ETF Tr Avantis

ETFs
432K
+ 110.6%
$59.32 - $74.36 $25.6M - $32.1M
822K $60.8M
AVSF
American Centy ETF Tr Avantis

ETFs
682K
+ 110.41%
$46.28 - $47.03 $31.6M - $32.1M
1.3M $61.1M
NVDA
Nvidia Corp

Technology
131K
+ 68.84%
$94.31 - $157.99 $12.3M - $20.6M
320K $50.6M
MSFT
Microsoft Corp

Technology
42.5K
+ 90.55%
$354.56 - $497.45 $15.1M - $21.2M
89.5K $44.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
309K
+ 221.69%
$58.41 - $72.69 $18.1M - $22.5M
449K $32.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27.4K
+ 29.28%
$456.74 - $568.03 $12.5M - $15.6M
121K $68.7M
IVV
Ishares Core S&P 500 ETF

ETFs
20.5K
+ 24.64%
$498.8 - $620.9 $10.2M - $12.7M
104K $64.3M
AVEM
American Centy ETF Tr Avantis

ETFs
222K
+ 116.59%
$53.08 - $68.54 $11.8M - $15.2M
412K $28.2M
COST
Costco Wholesale Corp

Consumer Defensive
13.9K
+ 383.41%
$908.13 - $1056.85 $12.6M - $14.7M
17.5K $17.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
149K
+ 1169.1%
$83.97 - $92.85 $12.5M - $13.8M
162K $14.3M
AVUV
American Centy ETF Tr Avantis

ETFs
137K
+ 121.4%
$75.17 - $91.21 $10.3M - $12.5M
250K $22.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
427K
+ 1083.52%
$22.27 - $29.21 $9.5M - $12.5M
466K $13.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
301K
+ 54.65%
$29.12 - $35.84 $8.76M - $10.8M
851K $30.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
266K
+ 72.81%
$45.12 - $46.23 $12M - $12.3M
632K $29.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
483K
+ 334.51%
$24.98 - $25.66 $12.1M - $12.4M
627K $16M
AAPL
Apple Inc.

Technology
67.6K
+ 72.72%
$172.42 - $223.89 $11.7M - $15.1M
161K $32.9M
AVSC
American Centy ETF Tr Avantis
222K
+ 111.86%
$42.39 - $51.76 $9.42M - $11.5M
421K $21.7M
EFV
Msci Eafe Value ETF

ETFs
171K
+ 117.39%
$52.4 - $64.65 $8.97M - $11.1M
317K $20.1M
META
Meta Platforms, Inc.

Communication Services
11.3K
+ 69.07%
$484.66 - $738.09 $5.49M - $8.36M
27.7K $20.5M
JHML
John Hancock Multifactor Large

ETFs
137K
+ 297.1%
$59.74 - $73.35 $8.16M - $10M
183K $13.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
240K
+ 206.03%
$32.66 - $40.75 $7.83M - $9.76M
356K $14.4M
IEMG
Ishares Inc

ETFs
173K
+ 76.36%
N/A
400K $21.4M
AMZN
Amazon Com Inc

Consumer Cyclical
33.2K
+ 48.82%
$167.32 - $223.3 $5.56M - $7.42M
101K $22.2M
AVGO
Broadcom Inc.

Technology
22.7K
+ 105.43%
$146.29 - $275.65 $3.32M - $6.26M
44.3K $12.2M
JPM
Jpmorgan Chase & CO

Financial Services
22.7K
+ 76.19%
$210.28 - $289.91 $4.78M - $6.59M
52.6K $15.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
113K
+ 364.64%
$54.19 - $67.22 $6.12M - $7.6M
144K $9.68M
IWX
Ishares Tr Russell 200 Value E

ETFs
84.6K
+ 85.53%
$73.26 - $84.19 $6.2M - $7.13M
184K $15.5M
MUB
Ishares National Muni Bond ETF

ETFs
71.5K
+ 71.67%
$102.31 - $105.8 $7.32M - $7.57M
171K $17.9M
EFG
Msci Eafe Growth ETF

ETFs
59.2K
+ 88.68%
$89.8 - $112.0 $5.31M - $6.63M
126K $14.1M
ORCL
Oracle Corp

Technology
23.7K
+ 92.13%
$122.82 - $218.63 $2.91M - $5.17M
49.4K $10.8M
PG
Procter & Gamble CO

Consumer Defensive
47.3K
+ 83.61%
$157.66 - $172.39 $7.46M - $8.15M
104K $16.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
33.3K
+ 75.52%
$152.42 - $182.82 $5.08M - $6.09M
77.5K $14.2M
FHN
First Horizon Corp

Financial Services
312K
New
$16.21 - $21.2 $5.06M - $6.61M
312K $6.61M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
110K
+ 109.31%
$43.53 - $54.46 $4.78M - $5.98M
210K $11.4M
V
Visa Inc.

Financial Services
18.2K
+ 97.73%
$308.27 - $373.31 $5.6M - $6.78M
36.7K $13M
IVW
Ishares S&P 500 Growth ETF

ETFs
48.8K
+ 75.18%
$82.96 - $110.1 $4.05M - $5.38M
114K $12.5M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
108K
+ 59.77%
$59.8 - $60.07 $6.44M - $6.47M
288K $17.2M
AVDV
American Centy ETF Tr Avantis

ETFs
73.5K
+ 112.46%
$61.76 - $79.32 $4.54M - $5.83M
139K $11M
NFLX
Netflix Inc

Communication Services
3.63K
+ 98.83%
$855.86 - $1339.13 $3.11M - $4.86M
7.31K $9.79M
JHMD
John Hancock ETF Tr Multifacto

ETFs
162K
+ 311.5%
$31.34 - $38.59 $5.07M - $6.24M
214K $8.18M
ABBV
Abb Vie Inc.

Healthcare
35.2K
+ 175.66%
$170.16 - $206.27 $5.99M - $7.26M
55.3K $10.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
9.72K
+ 124.85%
$416.06 - $551.64 $4.04M - $5.36M
17.5K $9.65M
IWS
Ishares Russell Midcap Value E

ETFs
40.2K
+ 120.35%
$110.58 - $132.14 $4.44M - $5.31M
73.5K $9.71M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
54.8K
+ 164.62%
$97.29 - $105.63 $5.33M - $5.78M
88K $8.94M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
139K
+ 149.71%
$35.3 - $37.51 $4.92M - $5.23M
233K $8.72M
IVE
Ishares S&P 500 Value ETF

ETFs
26K
+ 118.98%
$168.34 - $195.42 $4.38M - $5.08M
47.8K $9.35M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
120K
+ 1673.03%
$34.72 - $42.74 $4.18M - $5.14M
128K $5.45M
Activity Summary
Buys All Purchases 504 New Holdings 120 Increased Positions 384 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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