Simplicity Wealth,Llc Purchases in Q1 2025

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Northern Lts Fd Tr Iv
15.4K
New
N/A
15.4K $0
Northern Lts Fd Tr Iv
14.6K
New
N/A
14.6K $0
Northern Lts Fd Tr Iv
13.9K
New
N/A
13.9K $0
Spdr Ser Tr
13.1K
New
N/A
13.1K $0
USEP
Innovator U.S. Equity Ultra Bu
11.7K
New
N/A
11.7K $0
Ishares Tr
15.8K
New
N/A
15.8K $0
Waldencast PLC
120K
New
N/A
120K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
10.2K
New
N/A
10.2K $0
Managed Portfolio Series
12.6K
New
N/A
12.6K $0
DFSI
Dimensional ETF Tr Dimen Intl
20.6K
New
N/A
20.6K $0
American Centy ETF Tr
339K
New
N/A
339K $0
Ishares Bitcoin Trust ETF
92.1K
+ 2190.82%
N/A
96.4K $0
Ea Series Trust
10.9K
New
N/A
10.9K $0
BNDX
Vanguard Total International B

ETFs
16
+ 0.35%
$48.33 - $49.5 $773 - $792
4.58K $223K
Northern Lts Fd Tr Iv
7.41K
New
N/A
7.41K $0
DFSU
Dimensional ETF Tr Dimen Us Su
83.6K
New
N/A
83.6K $0
Core Scientific Inc New
126K
New
N/A
126K $0
Astera Labs Inc
14.4K
New
N/A
14.4K $0
Innovator Etfs Trust
31.1K
New
N/A
31.1K $0
GGG
Graco Inc

Industrials
50
+ 0.5%
$80.53 - $87.54 $4.03K - $4.38K
10.1K $840K
VOE
Vanguard Mid Cap Value Index F

ETFs
3
+ 0.23%
$156.61 - $168.02 $470 - $504
1.28K $204K
MSCI
Msci Inc.

Financial Services
12
+ 2.33%
$541.46 - $628.34 $6.5K - $7.54K
527 $298K
URI
United Rentals, Inc.

Industrials
34
+ 8.15%
$594.17 - $789.56 $20.2K - $26.8K
451 $282K
WDAY
Workday, Inc.

Technology
67
+ 5.25%
$233.53 - $277.82 $15.6K - $18.6K
1.34K $313K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
39
+ 0.49%
$63.83 - $75.78 $2.49K - $2.96K
7.95K $546K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
39
+ 0.26%
$25.27 - $28.3 $986 - $1.1K
15K $389K
IWR
Ishares Russell Mid Cap ETF

ETFs
336
+ 2.75%
$82.81 - $92.93 $27.8K - $31.2K
12.5K $1.06M
SCHA
Schwab Strategic Tr Us Small C

ETFs
171
+ 1.88%
$23.16 - $27.04 $3.96K - $4.62K
9.28K $217K
BOTZ
Global X Fds

ETFs
393
+ 3.71%
$28.46 - $34.53 $11.2K - $13.6K
11K $318K
CLH
Clean Harbors Inc

Industrials
312
+ 11.42%
$188.14 - $246.1 $58.7K - $76.8K
3.05K $600K
PWR
Quanta Services, Inc.

Industrials
84
+ 9.25%
$236.71 - $358.03 $19.9K - $30.1K
992 $252K
HPE
Hewlett Packard Enterprise CO

Technology
1.07K
+ 10.21%
$14.77 - $24.42 $15.8K - $26.1K
11.5K $178K
ROAD
Construction Partners, Inc.

Industrials
15
+ 0.36%
$67.61 - $93.18 $1.01K - $1.4K
4.21K $302K
APP
App Lovin Corp

Technology
221
+ 10.06%
$238.08 - $510.13 $52.6K - $113K
2.42K $640K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.24K
+ 9.2%
$102.49 - $119.96 $435K - $509K
50.4K $5.24M
SNEX
Stone X Group Inc.

Financial Services
1K
+ 13.3%
$76.12 - $126.89 $76.3K - $127K
8.54K $652K
UWM
Proshares Ultra Russell 2000

ETFs
11.3K
+ 12.52%
$33.01 - $45.08 $374K - $511K
102K $3.44M
NVDA
Nvidia Corp

Technology
31.2K
+ 19.66%
$106.98 - $149.43 $3.34M - $4.66M
190K $20.6M
Activity Summary
Buys All Purchases 489 New Holdings 284 Increased Positions 205 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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