Simplicity Wealth,Llc Purchases in Q2 2025

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
9.84K
+ 147.05%
$285.55 - $321.23 $2.81M - $3.16M
16.5K $4.83M
XLC
Select Sector Spdr Tr Communic

ETFs
21.9K
+ 82.08%
$86.13 - $108.53 $1.88M - $2.37M
48.5K $5.26M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
42.3K
+ 73.49%
$44.63 - $54.44 $1.89M - $2.3M
99.9K $5.44M
ACN
Accenture PLC

Technology
9.11K
+ 109.8%
$279.23 - $323.21 $2.54M - $2.94M
17.4K $5.2M
JHEM
John Hancock Exchange Traded

ETFs
86.3K
+ 262.4%
$23.58 - $29.25 $2.03M - $2.52M
119K $3.48M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
33.7K
New
$72.12 - $76.23 $2.43M - $2.57M
33.7K $2.56M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
85.7K
+ 73.22%
$23.45 - $26.56 $2.01M - $2.28M
203K $5.39M
OEF
Ishares S&P 100 ETF

ETFs
9.29K
+ 190.06%
N/A
14.2K $3.77M
VZ
Verizon Communications Inc

Communication Services
58.7K
+ 158.64%
$41.67 - $45.62 $2.44M - $2.68M
95.6K $4.14M
FTLS
First Tr Long/Short Equity ETF

ETFs
36K
+ 204.87%
$60.06 - $66.28 $2.16M - $2.39M
53.6K $3.55M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
56.3K
New
$35.35 - $42.68 $1.99M - $2.4M
56.3K $2.4M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
23.2K
New
$102.02 - $103.5 $2.37M - $2.4M
23.2K $2.39M
MSTR
Microstrategy Inc

Technology
4.59K
+ 113.77%
$237.95 - $421.61 $1.09M - $1.94M
8.63K $3.49M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
58.3K
New
$32.86 - $40.05 $1.92M - $2.33M
58.3K $2.31M
IYW
Ishares Dj Us Tech ETF

ETFs
10.9K
+ 83.56%
$122.57 - $173.27 $1.33M - $1.88M
23.8K $4.13M
CVX
Chevron Corp

Energy
18.8K
+ 109.46%
$133.73 - $168.51 $2.51M - $3.17M
35.9K $5.15M
MGV
Vanguard Mega Cap Value

ETFs
17.2K
New
$114.87 - $131.25 $1.98M - $2.26M
17.2K $2.26M
BSX
Boston Scientific Corp

Healthcare
19.8K
+ 96.99%
$89.7 - $107.41 $1.78M - $2.13M
40.2K $4.32M
RTX
Raytheon Technologies Corp

Industrials
13.1K
+ 66.85%
$113.75 - $148.48 $1.49M - $1.94M
32.7K $4.77M
RSP
Invesco S&P 500 Equal Weight E

ETFs
11.3K
+ 93.64%
$152.93 - $181.74 $1.72M - $2.05M
23.3K $4.24M
T
At&T Inc.

Communication Services
73.4K
+ 180.5%
$26.33 - $28.94 $1.93M - $2.12M
114K $3.3M
ABT
Abbott Laboratories

Healthcare
14.5K
+ 81.47%
$123.95 - $138.08 $1.79M - $2M
32.2K $4.38M
MCO
Moodys Corp

Financial Services
4.03K
New
$396.7 - $501.59 $1.6M - $2.02M
4.03K $2.02M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
43.9K
+ 416.63%
$44.68 - $45.96 $1.96M - $2.02M
54.4K $2.49M
XLV
Select Sector Spdr Fund Health

ETFs
15.6K
+ 114.69%
$128.77 - $144.3 $2.01M - $2.25M
29.2K $3.94M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.02K
+ 26.34%
$180.84 - $240.32 $907K - $1.21M
24.1K $5.78M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
67.2K
+ 196.72%
$28.21 - $28.85 $1.9M - $1.94M
101K $2.92M
LMT
Lockheed Martin Corp

Industrials
3.86K
+ 75.51%
$430.82 - $486.45 $1.66M - $1.88M
8.97K $4.15M
IEF
Ishares Barclays

ETFs
19.3K
+ 63.68%
$93.15 - $96.56 $1.8M - $1.87M
49.7K $4.76M
SPYG
Spdr Portfolio

ETFs
16.6K
+ 88.2%
$71.83 - $95.32 $1.19M - $1.58M
35.4K $3.38M
PM
Philip Morris International Inc.

Consumer Defensive
9.68K
+ 244.0%
$149.23 - $184.95 $1.44M - $1.79M
13.7K $2.49M
UNH
Unitedhealth Group Inc

Healthcare
11.2K
+ 141.54%
$274.35 - $599.47 $3.07M - $6.7M
19.1K $5.95M
CGDV
Capital Group Divid Value ETF

ETFs
41.4K
+ 97.85%
$31.93 - $39.49 $1.32M - $1.63M
83.7K $3.3M
UNP
Union Pacific Corp

Industrials
8.05K
+ 101.85%
$208.27 - $238.46 $1.68M - $1.92M
15.9K $3.67M
VIG
Vanguard Dividend Appreciation

ETFs
9.84K
+ 203.28%
N/A
14.7K $2.67M
BAC
Bank Of America Corp

Financial Services
30K
+ 47.18%
$34.39 - $47.46 $1.03M - $1.42M
93.6K $4.43M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
13K
+ 390.25%
$121.58 - $136.74 $1.58M - $1.77M
16.3K $2.21M
VTWO
Vanguard Russell 2000 ETF

ETFs
18.6K
+ 101.83%
$70.56 - $87.22 $1.31M - $1.62M
36.8K $3.21M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
46.3K
New
$28.98 - $37.18 $1.34M - $1.72M
46.3K $1.72M
IDV
Ishares Tr

ETFs
45.2K
+ 124.45%
$27.79 - $34.84 $1.26M - $1.58M
81.6K $2.82M
RWO
Spdr Dow Jones Global Real Est

ETFs
37.8K
New
$38.85 - $45.0 $1.47M - $1.7M
37.8K $1.67M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.79K
+ 19.21%
$496.48 - $617.85 $887K - $1.1M
11.1K $6.85M
WM
Waste Management Inc

Industrials
6.93K
+ 119.45%
$216.47 - $242.1 $1.5M - $1.68M
12.7K $2.91M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
67.8K
+ 141.44%
$22.54 - $23.17 $1.53M - $1.57M
116K $2.66M
SPTS
Spdr Portfolio Short Term Trea

ETFs
52.8K
+ 139.69%
$29.07 - $29.38 $1.53M - $1.55M
90.6K $2.65M
MCHP
Microchip Technology Inc

Technology
21.9K
New
$35.34 - $71.6 $774K - $1.57M
21.9K $1.54M
TXN
Texas Instruments Inc

Technology
7.82K
+ 120.22%
N/A
14.3K $2.79M
FAAR
First Trust Vii Alternative Ab

ETFs
55.9K
+ 138.36%
$25.68 - $29.03 $1.44M - $1.62M
96.4K $2.67M
EMB
Ishares Tr

ETFs
15.8K
+ 86.12%
$86.54 - $92.62 $1.37M - $1.47M
34.2K $3.17M
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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