Simplicity Wealth,Llc Purchases in Q4 2024

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FXO
First Tr Exchange Traded Fd Fi

ETFs
4.11K
New
$50.63 - $59.0 $208K - $242K
4.11K $222K
CTSH
Cognizant Technology Solutions Corp

Technology
2.88K
New
$74.37 - $82.32 $214K - $237K
2.88K $221K
BKNG
Booking Holdings Inc.

Consumer Cyclical
19
+ 11.88%
$4100.99 - $5300.34 $77.9K - $101K
179 $889K
CTRA
Coterra Energy Inc.

Energy
8.47K
New
$22.71 - $27.63 $192K - $234K
8.47K $216K
CI
Cigna Corp

Healthcare
754
New
$265.59 - $358.58 $200K - $270K
754 $208K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.39K
New
$148.29 - $166.93 $206K - $232K
1.39K $207K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.28K
New
$160.89 - $176.18 $206K - $226K
1.28K $207K
HUBB
Hubbell Inc

Industrials
550
+ 14.29%
$418.89 - $472.12 $230K - $260K
4.4K $1.84M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.46K
+ 8.13%
$174.22 - $187.62 $255K - $274K
19.4K $3.4M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
3.39K
+ 46.34%
$47.65 - $48.6 $162K - $165K
10.7K $511K
AMP
Ameriprise Financial Inc

Financial Services
176
+ 20.07%
$473.15 - $574.01 $83.3K - $101K
1.05K $560K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.65K
+ 12.59%
$91.29 - $91.8 $150K - $151K
14.7K $1.34M
SCHW
Schwab Charles Corp

Financial Services
1.47K
+ 40.62%
$63.31 - $82.85 $92.7K - $121K
5.07K $375K
SNEX
Stone X Group Inc.

Financial Services
26
+ 0.35%
$80.62 - $104.76 $2.1K - $2.72K
7.54K $738K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
1.66K
+ 16.3%
$49.77 - $64.58 $82.4K - $107K
11.8K $646K
SHEL
Shell PLC

Energy
1.91K
+ 59.74%
$60.63 - $70.23 $116K - $134K
5.12K $320K
RJF
Raymond James Financial Inc

Financial Services
274
+ 14.6%
$123.0 - $170.1 $33.7K - $46.6K
2.15K $334K
IBM
International Business Machines Corp

Technology
507
+ 5.33%
$204.9 - $238.04 $104K - $121K
10K $2.2M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
3.34K
+ 26.08%
$34.01 - $41.29 $114K - $138K
16.2K $553K
RMD
Resmed Inc

Healthcare
461
+ 31.75%
$228.69 - $256.07 $105K - $118K
1.91K $437K
NVS
Novartis Ag

Healthcare
1.24K
+ 52.33%
$96.78 - $117.18 $120K - $146K
3.62K $352K
AXP
American Express CO

Financial Services
142
+ 10.14%
$267.35 - $305.57 $38K - $43.4K
1.54K $457K
D
Dominion Energy, Inc

Utilities
1.71K
+ 43.09%
$52.63 - $60.92 $90.1K - $104K
5.69K $306K
BK
Bank Of New York Mellon Corp

Financial Services
757
+ 21.51%
$70.82 - $81.87 $53.6K - $62K
4.28K $328K
PWR
Quanta Services, Inc.

Industrials
199
+ 28.07%
$296.05 - $346.6 $58.9K - $69K
908 $286K
SAP
Sap Se

Technology
97
+ 3.59%
$218.13 - $255.54 $21.2K - $24.8K
2.8K $689K
DUK
Duke Energy Corp

Utilities
740
+ 36.38%
$105.76 - $120.76 $78.3K - $89.4K
2.77K $298K
AKAM
Akamai Technologies Inc

Technology
646
+ 6.07%
N/A
11.3K $1.03M
FTCS
First Trust Capital Strength E

ETFs
861
+ 11.96%
$87.62 - $94.03 $75.4K - $81K
8.06K $708K
CME
Cme Group Inc.

Financial Services
141
+ 13.34%
$221.17 - $246.02 $31.2K - $34.7K
1.2K $278K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
239
+ 20.13%
$209.89 - $233.24 $50.2K - $55.7K
1.43K $302K
DVY
Ishares Tr

ETFs
450
+ 6.98%
$129.55 - $143.41 $58.3K - $64.5K
6.9K $905K
MSCI
Msci Inc.

Financial Services
38
+ 7.97%
$569.09 - $635.99 $21.6K - $24.2K
515 $309K
USFR
Wisdomtree Floating Rate Treas

ETFs
608
+ 10.12%
$50.23 - $50.46 $30.5K - $30.7K
6.62K $332K
FVD
First Tr Value Line Divid Inde

ETFs
3.87K
+ 5.17%
$43.4 - $46.7 $168K - $181K
78.8K $3.44M
PNC
Pnc Financial Services Group, Inc.

Financial Services
93
+ 7.14%
$178.39 - $215.0 $16.6K - $20K
1.4K $269K
WDAY
Workday, Inc.

Technology
37
+ 2.98%
$233.85 - $279.91 $8.65K - $10.4K
1.28K $329K
TDIV
First Trust Nasdaq Technology

ETFs
441
+ 9.25%
$78.03 - $82.13 $34.4K - $36.2K
5.21K $408K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.74K
+ 314.42%
$25.93 - $105.3 $175K - $710K
8.88K $247K
BCS
Barclays PLC

Financial Services
34
+ 0.27%
$11.65 - $13.67 $396 - $465
12.7K $168K
ADSK
Autodesk, Inc.

Technology
30
+ 2.88%
N/A
1.07K $263K
IWR
Ishares Russell Mid Cap ETF

ETFs
5
+ 0.04%
$87.25 - $95.52 $436 - $478
12.2K $1.08M
BNDX
Vanguard Total International B

ETFs
170
+ 3.87%
$48.91 - $50.61 $8.31K - $8.6K
4.56K $223K
AIG
American International Group, Inc.

Financial Services
39
+ 0.96%
$70.0 - $79.22 $2.73K - $3.09K
4.09K $297K
REET
Ishares Global Reit ETF

ETFs
1.83K
+ 11.42%
$23.43 - $26.54 $42.8K - $48.4K
17.8K $426K
Arista Networks Inc
2.87K
New
N/A
2.87K $0
Linde PLC
1
+ 0.09%
N/A
1.16K $0
ETF Opportunities Trust
27.2K
+ 19.18%
N/A
169K $0
Bitwise Bitcoin ETF Tr
4.8K
New
N/A
4.8K $0
Activity Summary
Buys All Purchases 121 New Holdings 42 Increased Positions 79 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 0 Puts 0
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