Simplicity Wealth,Llc Purchases in Q2 2025

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PNFP
Pinnacle Financial Partners Inc

Financial Services
18
+ 0.21%
$87.19 - $111.51 $1.57K - $2.01K
8.56K $944K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
52
+ 0.65%
$56.27 - $73.32 $2.93K - $3.81K
8.01K $582K
RE
Everest Re Group LTD

Financial Services
89
+ 14.33%
N/A
710 $263K
COP
Conocophillips

Energy
1.95K
+ 19.22%
$82.66 - $106.1 $162K - $207K
12.1K $1.09M
NVO
Novo Nordisk A S

Healthcare
240
+ 7.54%
$58.08 - $81.05 $13.9K - $19.5K
3.42K $236K
OPK
Opko Health, Inc.

Healthcare
10K
New
$1.24 - $1.66 $12.4K - $16.6K
10K $13K
IAUX
I 80 Gold Corp.
22.4K
+ 134.81%
$0.49 - $0.72 $11K - $16.1K
38.9K $23K
GLDG
Gold Mining Inc.

Basic Materials
20K
+ 100.0%
$0.72 - $0.86 $14.4K - $17.2K
40K $28K
MFC
Manulife Financial Corp

Financial Services
171
+ 2.65%
$26.93 - $32.44 $4.61K - $5.55K
6.61K $211K
CTRA
Coterra Energy Inc.

Energy
1.21K
+ 15.72%
$22.6 - $29.07 $27.4K - $35.3K
8.93K $226K
Kenvue Inc
24.2K
New
N/A
24.2K $0
Ge Vernova Inc
1.26K
New
N/A
1.26K $0
Capital Group Core Balanced
6.4K
New
N/A
6.4K $0
Principal Exchange Traded Fd
13.8K
New
N/A
13.8K $0
Rbb Fd Inc
6.67K
New
N/A
6.67K $0
Invesco Actively Managed Exc
8.84K
+ 74.03%
N/A
20.8K $0
J P Morgan Exchange Traded F
10.8K
New
N/A
10.8K $0
SFLR
Innovator Etfs Tr Equity Manag
6.25K
New
N/A
6.25K $0
Neuberger Berman ETF Trust
24.7K
New
N/A
24.7K $0
First Tr Exchange Traded Fd
2.77K
+ 26.41%
N/A
13.2K $0
Blackrock Inc
550
New
N/A
550 $0
Spdr Series Trust
15.1K
+ 115.61%
N/A
28.2K $0
Northern Lts Fd Tr Iv
13.6K
+ 87.95%
N/A
29K $0
CGMU
Capital Group Core Plus Income
58.7K
+ 78.75%
N/A
133K $0
Managed Portfolio Series
6.19K
+ 49.0%
N/A
18.8K $0
Blackrock ETF Trust
132K
New
N/A
132K $0
Lam Research Corp
62.3K
New
N/A
62.3K $0
Northern Lts Fd Tr Iv
13.5K
+ 92.71%
N/A
28.1K $0
Blackrock ETF Trust Ii
9.04K
New
N/A
9.04K $0
American Centy ETF Tr
87.6K
+ 113.15%
N/A
165K $0
Arista Networks Inc
4.4K
New
N/A
4.4K $0
USEP
Innovator U.S. Equity Ultra Bu
156K
+ 1330.97%
N/A
167K $0
Northern Lts Fd Tr Iv
14.4K
+ 103.94%
N/A
28.3K $0
Blackrock ETF Trust Ii
61.1K
+ 121.38%
N/A
112K $0
Capital Grp Fixed Incm ETF T
60.4K
+ 234.54%
N/A
86.2K $0
Ferguson Enterprises Inc
1.88K
New
N/A
1.88K $0
John Hancock Exchange Traded
38.1K
+ 455.25%
N/A
46.4K $0
Spdr Series Trust
51.9K
New
N/A
51.9K $0
Blackrock ETF Trust
55.2K
New
N/A
55.2K $0
Innovator Etfs Trust
400K
+ 1286.56%
N/A
431K $0
Grayscale Ethereum Trust ETF
36.7K
+ 104.17%
N/A
71.9K $0
Linde PLC
1.28K
+ 48.4%
N/A
3.94K $0
Calamos ETF Tr
72K
New
N/A
72K $0
Innovator Etfs Trust
66.5K
New
N/A
66.5K $0
Capital Group Dividend Growe
20.9K
+ 122.56%
N/A
37.9K $0
Ishares Tr
18.5K
+ 116.94%
N/A
34.3K $0
American Centy ETF Tr
379K
+ 111.86%
N/A
717K $0
AZN
Astrazeneca PLC

Healthcare
335
+ 4.45%
$64.87 - $75.0 $21.7K - $25.1K
7.86K $549K
LPX
Louisiana Pacific Corp

Industrials
40
+ 1.36%
$81.16 - $95.48 $3.25K - $3.82K
2.97K $255K
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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