Simplicity Wealth,Llc Purchases in Q3 2025

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HSY
Hershey CO

Consumer Defensive
1.6K
New
$161.95 - $193.45 $260K - $310K
1.6K $299K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.07K
+ 1.15%
$35.42 - $38.65 $37.8K - $41.3K
94.3K $3.59M
PH
Parker Hannifin Corp

Industrials
391
New
$697.13 - $769.67 $273K - $301K
391 $296K
ES
Eversource Energy

Utilities
4.14K
New
$62.86 - $71.14 $260K - $295K
4.14K $294K
BDX
Becton Dickinson & CO

Healthcare
1.57K
New
$172.41 - $199.66 $271K - $313K
1.57K $293K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
3.24K
New
$86.67 - $100.17 $281K - $325K
3.24K $293K
CLOI
Vaneck ETF Tr

ETFs
5.46K
New
$52.8 - $53.1 $288K - $290K
5.46K $290K
VUG
Vanguard Growth ETF

ETFs
302
+ 8.69%
$433.97 - $484.08 $131K - $146K
3.78K $1.81M
CDNS
Cadence Design Systems Inc

Technology
817
New
$309.46 - $373.37 $253K - $305K
817 $286K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.33K
New
N/A
3.33K $285K
HCA
Hca Healthcare, Inc.

Healthcare
477
+ 26.53%
$334.32 - $426.2 $159K - $203K
2.28K $969K
BC
Brunswick Corp

Consumer Cyclical
3.61K
+ 57.33%
$56.64 - $66.85 $205K - $241K
9.91K $626K
MSI
Motorola Solutions, Inc.

Technology
594
New
$408.73 - $490.3 $243K - $291K
594 $271K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.6K
New
$116.14 - $168.56 $186K - $270K
1.6K $270K
CDC
Victory Portfolios Ii Shs Inco

ETFs
4.04K
New
$64.0 - $66.91 $258K - $270K
4.04K $269K
VTI
Vanguard Total Stock Market Et

ETFs
50
+ 0.49%
$303.93 - $329.86 $15.2K - $16.5K
10.3K $3.39M
KWEB
Kraneshares Tr Csi China Inter

ETFs
6.32K
New
$33.63 - $42.59 $213K - $269K
6.32K $265K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.18K
New
$108.08 - $121.73 $236K - $265K
2.18K $262K
FE
Firstenergy Corp

Utilities
5.7K
New
$39.76 - $45.82 $227K - $261K
5.7K $261K
DEO
Diageo PLC

Consumer Defensive
2.65K
New
$93.64 - $115.33 $248K - $306K
2.65K $252K
WSO
Watsco Inc

Industrials
617
New
$381.94 - $489.97 $236K - $302K
617 $249K
APG
A Pi Group Corp

Industrials
7.27K
New
$33.09 - $36.34 $241K - $264K
7.27K $249K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
7.84K
New
$29.97 - $32.38 $235K - $254K
7.84K $249K
DASH
Door Dash, Inc.

Communication Services
909
New
$234.5 - $272.5 $213K - $248K
909 $247K
HWM
Howmet Aerospace Inc.

Industrials
1.26K
New
$171.0 - $196.23 $215K - $247K
1.26K $246K
SKYY
First Trust Cloud Computing Et

ETFs
1.82K
New
$118.24 - $138.53 $215K - $252K
1.82K $244K
KMI
Kinder Morgan, Inc.

Energy
8.57K
New
$26.23 - $28.5 $225K - $244K
8.57K $242K
BCO
Brinks CO

Industrials
2.05K
New
$85.19 - $117.52 $174K - $240K
2.05K $239K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
9.23K
New
$24.97 - $25.78 $230K - $238K
9.23K $236K
GNRC
Generac Holdings Inc.

Industrials
1.41K
New
$146.61 - $202.85 $207K - $286K
1.41K $236K
IR
Ingersoll Rand Inc.

Industrials
2.82K
New
$74.98 - $89.02 $211K - $251K
2.82K $232K
A
Agilent Technologies, Inc.

Healthcare
1.78K
New
$112.04 - $128.75 $199K - $229K
1.78K $227K
F
Ford Motor CO

Consumer Cyclical
16.7K
+ 82.27%
$10.82 - $12.09 $181K - $202K
37.1K $443K
MPWR
Monolithic Power Systems Inc

Technology
243
New
$711.24 - $922.81 $173K - $224K
243 $223K
VTR
Ventas, Inc.

Real Estate
3.15K
New
$62.76 - $69.99 $198K - $220K
3.15K $220K
RTO
Rentokil Initial PLC

Industrials
8.64K
New
$22.81 - $25.94 $197K - $224K
8.64K $218K
ALL
Allstate Corp

Financial Services
1.02K
New
$192.0 - $214.65 $195K - $218K
1.02K $218K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.6K
+ 18.61%
$82.38 - $83.0 $214K - $216K
16.6K $1.38M
JCI
Johnson Controls International PLC

Industrials
1.98K
New
$103.24 - $111.73 $205K - $221K
1.98K $217K
DFSV
Dimensional ETF Tr Dimensional

ETFs
6.81K
New
$29.2 - $32.74 $199K - $223K
6.81K $216K
KHC
Kraft Heinz CO

Consumer Defensive
8.32K
New
$25.63 - $28.94 $213K - $241K
8.32K $216K
YUM
Yum Brands Inc

Consumer Cyclical
1.42K
New
$139.5 - $153.94 $199K - $219K
1.42K $216K
GLW
Corning Inc

Technology
2.62K
New
$51.6 - $82.03 $135K - $215K
2.62K $214K
TPR
Tapestry, Inc.

Consumer Cyclical
1.16K
+ 36.54%
$86.48 - $116.14 $100K - $135K
4.34K $491K
MUSA
Murphy Usa Inc.

Consumer Cyclical
550
New
$361.83 - $435.43 $199K - $239K
550 $213K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
378
New
$534.91 - $598.71 $202K - $226K
378 $212K
USPH
U S Physical Therapy Inc

Healthcare
2.48K
New
$69.98 - $88.52 $173K - $219K
2.48K $210K
SEIC
Sei Investments CO

Financial Services
2.48K
New
$84.85 - $93.8 $210K - $232K
2.48K $210K
ALC
Alcon Inc

Healthcare
2.79K
New
$73.24 - $92.22 $205K - $258K
2.79K $208K
Activity Summary
Buys All Purchases 244 New Holdings 161 Increased Positions 83 Sells All Sells 442 Reductions 442 Sold out 0 Options Calls 0 Puts 0
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