Simplicity Wealth,Llc Purchases in Q1 2025

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USHY
Ishares Tr Broad Usd High Yiel

ETFs
93.1K
New
$36.63 - $37.45 $3.41M - $3.49M
93.1K $3.42M
XLF
Financial Sector Spdr

ETFs
67.9K
+ 1533.99%
$47.32 - $52.19 $3.21M - $3.54M
72.3K $3.56M
JPM
Jpmorgan Chase & CO

Financial Services
13.2K
+ 78.94%
$225.19 - $279.95 $2.96M - $3.69M
29.8K $7.32M
PEP
Pepsico Inc

Consumer Defensive
21.9K
+ 304.38%
$142.64 - $156.42 $3.12M - $3.42M
29.1K $4.36M
JNJ
Johnson & Johnson

Healthcare
18.2K
+ 175.32%
$142.06 - $167.7 $2.58M - $3.04M
28.5K $4.73M
ABBV
Abb Vie Inc.

Healthcare
14.6K
+ 266.62%
$169.2 - $216.66 $2.47M - $3.16M
20K $4.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
63.6K
New
$50.48 - $51.04 $3.21M - $3.25M
63.6K $3.22M
IWD
Ishares Russell 1000 Val ETF

ETFs
17.3K
+ 790.66%
$182.82 - $196.21 $3.16M - $3.39M
19.5K $3.62M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
114K
+ 340.97%
$27.01 - $28.54 $3.07M - $3.25M
147K $4.06M
JHML
John Hancock Multifactor Large

ETFs
46K
New
$66.07 - $73.03 $3.04M - $3.36M
46K $3.08M
AVES
American Centy ETF Tr Avantis

ETFs
64.6K
New
$44.71 - $48.65 $2.89M - $3.14M
64.6K $3.06M
HD
Home Depot, Inc.

Consumer Cyclical
8.57K
+ 217.15%
$347.25 - $424.87 $2.98M - $3.64M
12.5K $4.59M
DFIC
Dimensional ETF Tr Dimensional

ETFs
108K
New
$25.54 - $28.79 $2.76M - $3.11M
108K $3.03M
UNH
Unitedhealth Group Inc

Healthcare
5.66K
+ 252.12%
$461.52 - $548.18 $2.61M - $3.1M
7.9K $4.14M
KO
Coca Cola CO

Consumer Defensive
40.5K
+ 723.75%
$60.81 - $72.32 $2.46M - $2.93M
46.1K $3.3M
AGNC
Agnc Investment Corp.

Real Estate
308K
New
$9.12 - $10.54 $2.81M - $3.25M
308K $2.95M
XOM
Exxon Mobil Corp

Energy
23.1K
+ 161.57%
$105.44 - $118.93 $2.44M - $2.75M
37.5K $4.45M
VGSH
Vanguard

ETFs
49.4K
+ 274.22%
$58.07 - $58.69 $2.87M - $2.9M
67.5K $3.96M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
117K
New
$24.66 - $26.1 $2.89M - $3.06M
117K $2.91M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
57.6K
New
$48.0 - $54.24 $2.76M - $3.12M
57.6K $2.76M
DUHP
Dimensional ETF Tr Dimensional

ETFs
82.4K
New
$32.57 - $35.82 $2.68M - $2.95M
82.4K $2.71M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
46.4K
New
$58.23 - $69.12 $2.7M - $3.21M
46.4K $2.7M
MRK
Merck & Co., Inc.

Healthcare
30.3K
+ 991.66%
$83.01 - $101.02 $2.52M - $3.06M
33.4K $3M
SOFI
So Fi Technologies, Inc.

Financial Services
229K
New
$11.18 - $18.03 $2.56M - $4.13M
229K $2.67M
CWB
Spdr Bloomberg Convertible Sec

ETFs
33.4K
New
$75.99 - $81.58 $2.54M - $2.73M
33.4K $2.57M
LLY
Eli Lilly & CO

Healthcare
2.92K
+ 114.89%
$725.72 - $929.72 $2.12M - $2.71M
5.46K $4.51M
ORCL
Oracle Corp

Technology
19.1K
+ 289.24%
$139.81 - $186.47 $2.67M - $3.56M
25.7K $3.59M
COST
Costco Wholesale Corp

Consumer Defensive
2.59K
+ 252.53%
$890.62 - $1076.86 $2.31M - $2.79M
3.62K $3.42M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
47.2K
New
$49.78 - $53.19 $2.35M - $2.51M
47.2K $2.39M
BAC
Bank Of America Corp

Financial Services
56.7K
+ 821.66%
$39.61 - $47.74 $2.25M - $2.71M
63.6K $2.65M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
37.7K
New
N/A
37.7K $2.35M
SRLN
Ssga Active Trust

ETFs
57.4K
+ 131.33%
$41.02 - $41.99 $2.35M - $2.41M
101K $4.15M
MARA
Marathon Digital Holdings, Inc.

Financial Services
103K
New
N/A
103K $2.32M
WFC
Wells Fargo & Company

Financial Services
31.7K
+ 163.68%
$66.78 - $81.42 $2.12M - $2.58M
51.1K $3.67M
MO
Altria Group, Inc.

Consumer Defensive
35.2K
+ 152.24%
$50.81 - $60.02 $1.79M - $2.11M
58.3K $3.5M
GOOGL
Alphabet Inc.

Communication Services
18K
+ 116.09%
$154.33 - $206.19 $2.78M - $3.72M
33.6K $5.18M
HOOD
Robinhood Markets, Inc.

Technology
53.8K
New
$35.63 - $65.28 $1.92M - $3.51M
53.8K $2.24M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
113K
New
$19.66 - $20.09 $2.22M - $2.26M
113K $2.23M
RTX
Raytheon Technologies Corp

Industrials
16K
+ 440.41%
$114.1 - $135.66 $1.82M - $2.16M
19.6K $2.59M
VTV
Vanguard Value ETF

ETFs
12.5K
+ 294.62%
$167.73 - $179.21 $2.1M - $2.25M
16.8K $2.87M
AVGO
Broadcom Inc.

Technology
15.2K
+ 240.18%
$167.43 - $244.7 $2.55M - $3.72M
21.5K $3.61M
BSX
Boston Scientific Corp

Healthcare
20.4K
New
$89.38 - $106.18 $1.82M - $2.17M
20.4K $2.06M
IWP
Ishares Russell Mid Cap Growth

ETFs
17.7K
+ 577.2%
$114.9 - $139.6 $2.03M - $2.47M
20.8K $2.44M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
121K
New
$16.57 - $18.85 $2.01M - $2.29M
121K $2.02M
ACN
Accenture PLC

Technology
6.65K
+ 404.44%
$300.91 - $398.25 $2M - $2.65M
8.3K $2.59M
HYG
Ishares Tr

ETFs
25.2K
+ 167.26%
$78.51 - $80.11 $1.98M - $2.02M
40.3K $3.18M
CVX
Chevron Corp

Energy
11K
+ 179.97%
$146.71 - $167.97 $1.62M - $1.85M
17.2K $2.87M
WLTG
ETF Opportunities Tr Wealthtru

ETFs
75.4K
+ 54.91%
$27.86 - $31.27 $2.1M - $2.36M
213K $5.99M
MA
Mastercard Inc

Financial Services
3.51K
+ 140.93%
$504.67 - $576.31 $1.77M - $2.02M
6K $3.29M
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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