Simplicity Wealth,Llc Purchases in Q2 2025

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
47K
+ 82.84%
$81.79 - $99.98 $3.85M - $4.7M
104K $10.2M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
118K
+ 100.74%
$36.25 - $42.28 $4.27M - $4.98M
235K $9.93M
LLY
Eli Lilly & CO

Healthcare
6.83K
+ 125.22%
$713.71 - $898.95 $4.88M - $6.14M
12.3K $9.58M
AVRE
American Centy ETF Tr Avantis
110K
+ 113.39%
$38.75 - $44.92 $4.27M - $4.95M
208K $9.17M
PLTR
Palantir Technologies Inc.

Technology
32.1K
+ 402.62%
$74.01 - $144.25 $2.38M - $4.63M
40.1K $5.47M
IWF
Ishares Russell 1000 Gr ETF

ETFs
8K
+ 36.7%
$320.42 - $424.58 $2.56M - $3.4M
29.8K $12.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
33.2K
+ 81.34%
$114.78 - $133.31 $3.81M - $4.42M
74K $9.86M
WFC
Wells Fargo & Company

Financial Services
51.1K
+ 100.02%
$60.98 - $80.12 $3.12M - $4.09M
102K $8.19M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
88.4K
New
$50.09 - $51.09 $4.43M - $4.52M
88.4K $4.52M
AMD
Advanced Micro Devices Inc

Technology
28.9K
+ 460.21%
$78.21 - $143.81 $2.26M - $4.16M
35.2K $4.99M
VGIT
Vanguard Intermediate Term Tre

ETFs
70.4K
+ 97.24%
$58.63 - $59.9 $4.13M - $4.22M
143K $8.55M
VGSH
Vanguard

ETFs
72K
+ 106.78%
$58.32 - $58.95 $4.2M - $4.25M
140K $8.2M
FNDE
Schwab Fundamental Emerging Mk

ETFs
127K
+ 1887.85%
$26.66 - $33.09 $3.37M - $4.19M
133K $4.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.27K
+ 99.43%
$483.48 - $539.8 $4.48M - $5M
18.6K $9.03M
MBB
Ishares Tr

ETFs
43.6K
+ 112.1%
$91.41 - $94.22 $3.99M - $4.11M
82.5K $7.75M
KO
Coca Cola CO

Consumer Defensive
57K
+ 123.53%
$68.37 - $73.9 $3.9M - $4.21M
103K $7.3M
HD
Home Depot, Inc.

Consumer Cyclical
10.6K
+ 84.53%
$335.24 - $380.78 $3.55M - $4.03M
23.1K $8.47M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
73.7K
+ 69.39%
$49.73 - $51.44 $3.66M - $3.79M
180K $9.25M
MA
Mastercard Inc

Financial Services
6.64K
+ 110.61%
$479.92 - $590.74 $3.19M - $3.92M
12.6K $7.11M
JNJ
Johnson & Johnson

Healthcare
27.3K
+ 95.9%
$146.36 - $159.82 $4M - $4.37M
55.8K $8.53M
MRK
Merck & Co., Inc.

Healthcare
52.4K
+ 156.86%
$73.47 - $87.12 $3.85M - $4.56M
85.8K $6.79M
TSLA
Tesla, Inc.

Consumer Cyclical
6.33K
+ 20.84%
$221.86 - $362.89 $1.4M - $2.3M
36.7K $11.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
75K
+ 146.56%
$48.13 - $49.85 $3.61M - $3.74M
126K $6.19M
GOOG
Alphabet Inc.

Communication Services
16.7K
+ 53.05%
$146.58 - $180.01 $2.44M - $3M
48.1K $8.54M
GOOGL
Alphabet Inc.

Communication Services
16.3K
+ 48.56%
$144.7 - $178.6 $2.36M - $2.91M
49.9K $8.79M
CWB
Spdr Bloomberg Convertible Sec

ETFs
39.4K
+ 117.97%
$71.86 - $82.66 $2.83M - $3.26M
72.8K $6.02M
IBM
International Business Machines Corp

Technology
11.3K
+ 555.96%
$221.03 - $294.78 $2.5M - $3.34M
13.4K $3.94M
VO
Vanguard Mid Cap ETF

ETFs
11.3K
+ 101.97%
$228.54 - $279.83 $2.57M - $3.15M
22.3K $6.24M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
54.3K
+ 144.3%
N/A
92K $5.74M
MGK
Vanguard Mega Cap Growth ETF

ETFs
9.19K
New
$273.67 - $366.17 $2.52M - $3.37M
9.19K $3.37M
XLK
Technology Sector Spdr

ETFs
10.4K
+ 75.14%
$179.73 - $253.23 $1.87M - $2.63M
24.2K $6.13M
RWL
Invesco Exchange Traded Fd Tr

ETFs
30.2K
+ 169.29%
$89.02 - $104.29 $2.69M - $3.15M
48.1K $5.02M
VNQ
Vanguard Specialized Funds Van

ETFs
36.7K
+ 196.63%
$79.79 - $91.42 $2.92M - $3.35M
55.3K $4.92M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
95.7K
+ 73.11%
$23.4 - $29.68 $2.24M - $2.84M
226K $6.72M
SPTL
Spdr Portfolio Long Term Treas

ETFs
123K
+ 285.74%
$25.48 - $27.78 $3.13M - $3.41M
166K $4.41M
JHMM
John Hancock Multifactor Mid C

ETFs
51.4K
+ 289.74%
$50.32 - $61.13 $2.59M - $3.14M
69.1K $4.23M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
191K
+ 157.21%
$14.97 - $16.79 $2.86M - $3.2M
312K $5.22M
SPMD
Spdr Portfolio

ETFs
58.5K
+ 854.44%
$44.89 - $54.38 $2.63M - $3.18M
65.3K $3.55M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
68.2K
+ 56.33%
$45.2 - $46.6 $3.08M - $3.18M
189K $8.77M
XOM
Exxon Mobil Corp

Energy
33.2K
+ 88.72%
$99.93 - $119.04 $3.32M - $3.96M
70.7K $7.62M
IWP
Ishares Russell Mid Cap Growth

ETFs
19K
+ 91.29%
$104.34 - $138.68 $1.98M - $2.63M
39.7K $5.51M
DFIC
Dimensional ETF Tr Dimensional

ETFs
86.2K
+ 79.7%
$24.94 - $31.15 $2.15M - $2.69M
194K $6.04M
DUHP
Dimensional ETF Tr Dimensional

ETFs
74.9K
+ 90.87%
$29.36 - $35.56 $2.2M - $2.66M
157K $5.59M
BND
Vanguard Bd Index Fd Inc Total

ETFs
38.8K
+ 212.56%
$72.02 - $73.82 $2.79M - $2.86M
57K $4.2M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
30.7K
+ 21.9%
$54.81 - $67.78 $1.68M - $2.08M
171K $11.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
13.6K
+ 70.05%
$166.82 - $194.23 $2.27M - $2.65M
33.1K $6.42M
CSCO
Cisco Systems, Inc.

Technology
35.7K
+ 91.39%
$53.19 - $69.38 $1.9M - $2.47M
74.7K $5.18M
DFAT
Dimensional ETF Tr U S Target

ETFs
48K
+ 68.23%
$44.8 - $53.97 $2.15M - $2.59M
118K $6.38M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
34.3K
+ 73.98%
$54.03 - $67.61 $1.85M - $2.32M
80.7K $5.46M
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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