Simplicity Wealth,Llc Purchases in Q1 2025

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
10.1K
+ 112.29%
$196.12 - $229.48 $1.98M - $2.31M
19K $3.83M
XLV
Select Sector Spdr Fund Health

ETFs
13.6K
New
$137.61 - $149.68 $1.87M - $2.04M
13.6K $1.97M
CSCO
Cisco Systems, Inc.

Technology
31.3K
+ 405.16%
$58.74 - $64.87 $1.84M - $2.03M
39K $2.41M
VEU
Vanguard Ftse All World Ex Us

ETFs
31K
New
$56.51 - $62.98 $1.75M - $1.95M
31K $1.89M
PFE
Pfizer Inc

Healthcare
74.2K
New
$25.01 - $27.13 $1.86M - $2.01M
74.2K $1.88M
GLD
Spdr Gold Trust

ETFs
6.02K
+ 192.8%
$243.19 - $288.14 $1.46M - $1.73M
9.14K $2.63M
ZECP
Zacks Tr Earnings Constant Por

ETFs
61.8K
New
$29.24 - $32.07 $1.81M - $1.98M
61.8K $1.84M
JHMD
John Hancock ETF Tr Multifacto

ETFs
51.9K
New
$31.74 - $36.18 $1.65M - $1.88M
51.9K $1.83M
IYW
Ishares Dj Us Tech ETF

ETFs
13K
New
$140.44 - $166.79 $1.82M - $2.17M
13K $1.83M
VV
Vanguard Large Cap ETF

ETFs
7.09K
New
$253.32 - $282.66 $1.8M - $2M
7.09K $1.81M
DFAX
Dimensional ETF Tr
67.5K
New
$24.45 - $27.2 $1.65M - $1.84M
67.5K $1.78M
IDEV
Ishares Core Msci Intl Develop

ETFs
18.4K
+ 19.03%
$63.77 - $71.36 $1.17M - $1.31M
115K $7.97M
IEF
Ishares Barclays

ETFs
18K
+ 145.49%
$91.17 - $95.39 $1.64M - $1.71M
30.3K $2.88M
VGLT
Vanguard Long Term Treasury Et

ETFs
30.2K
New
$53.99 - $58.43 $1.63M - $1.77M
30.2K $1.73M
SHOP
Shopify Inc.

Technology
19K
+ 230.83%
$90.59 - $129.31 $1.72M - $2.46M
27.3K $2.6M
ADP
Automatic Data Processing Inc

Industrials
5.5K
+ 151.27%
$286.85 - $318.64 $1.58M - $1.75M
9.13K $2.79M
UPST
Upstart Holdings, Inc.

Financial Services
37.2K
New
$46.03 - $88.77 $1.71M - $3.3M
37.2K $1.71M
AFRM
Affirm Holdings, Inc.

Technology
37.9K
New
$43.7 - $80.98 $1.65M - $3.07M
37.9K $1.71M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
30.7K
New
$54.25 - $57.64 $1.67M - $1.77M
30.7K $1.69M
VZ
Verizon Communications Inc

Communication Services
37K
New
$37.81 - $46.49 $1.4M - $1.72M
37K $1.68M
NFLX
Netflix Inc

Communication Services
1.71K
+ 86.83%
$828.4 - $1058.6 $1.41M - $1.81M
3.68K $3.43M
VEA
Vanguard Ftse Developed Market

ETFs
31.1K
+ 259.83%
$47.4 - $52.99 $1.48M - $1.65M
43.1K $2.21M
XLK
Technology Sector Spdr

ETFs
8.57K
+ 163.36%
$206.38 - $242.18 $1.77M - $2.08M
13.8K $2.85M
MDT
Medtronic PLC

Healthcare
17.6K
+ 399.48%
$79.84 - $94.5 $1.41M - $1.66M
22K $1.98M
DOCU
Docusign, Inc.

Technology
19.8K
New
$74.7 - $97.7 $1.48M - $1.93M
19.8K $1.61M
IAU
Ishares Gold Trust

ETFs
21K
+ 59.3%
$49.74 - $58.96 $1.05M - $1.24M
56.5K $3.33M
XLC
Select Sector Spdr Tr Communic

ETFs
16.5K
+ 162.49%
$94.84 - $105.31 $1.56M - $1.74M
26.6K $2.55M
BR
Broadridge Financial Solutions, Inc.

Technology
6.4K
New
$221.46 - $244.83 $1.42M - $1.57M
6.4K $1.55M
LMT
Lockheed Martin Corp

Industrials
3.61K
+ 239.85%
$423.19 - $506.29 $1.53M - $1.83M
5.11K $2.28M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
45.3K
+ 95.14%
$24.11 - $28.41 $1.09M - $1.29M
93K $2.64M
MCD
Mcdonalds Corp

Consumer Cyclical
4.68K
+ 231.99%
$279.74 - $321.29 $1.31M - $1.5M
6.69K $2.09M
CGDV
Capital Group Divid Value ETF

ETFs
42.3K
New
$34.95 - $37.36 $1.48M - $1.58M
42.3K $1.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
30.2K
+ 143.74%
$49.25 - $50.66 $1.49M - $1.53M
51.2K $2.54M
VUG
Vanguard Growth ETF

ETFs
4.2K
+ 218.94%
$369.1 - $427.61 $1.55M - $1.79M
6.11K $2.26M
ELV
Elevance Health, Inc.

Healthcare
3.42K
New
$365.9 - $436.25 $1.25M - $1.49M
3.42K $1.48M
VTWO
Vanguard Russell 2000 ETF

ETFs
18.2K
New
$80.08 - $92.93 $1.46M - $1.69M
18.2K $1.48M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5.7K
+ 399.93%
$208.48 - $244.03 $1.19M - $1.39M
7.13K $1.74M
EMR
Emerson Electric CO

Industrials
13K
New
$108.64 - $131.17 $1.42M - $1.71M
13K $1.43M
ABT
Abbott Laboratories

Healthcare
9.51K
+ 115.2%
$111.1 - $140.22 $1.06M - $1.33M
17.8K $2.36M
JNK
Spdr Bloomberg High Yield Bond

ETFs
14.8K
+ 281.07%
$94.86 - $97.12 $1.4M - $1.44M
20.1K $1.91M
DFUS
Dimensional ETF Tr U S Equity

ETFs
23.5K
+ 579.61%
$59.61 - $66.71 $1.4M - $1.57M
27.6K $1.66M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.1K
+ 24.12%
$64.88 - $72.1 $1.76M - $1.95M
139K $9.11M
WM
Waste Management Inc

Industrials
5.8K
New
$200.54 - $233.78 $1.16M - $1.36M
5.8K $1.34M
CHD
Church & Dwight CO Inc

Consumer Defensive
12.1K
New
$101.42 - $113.2 $1.22M - $1.37M
12.1K $1.33M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
18.2K
New
$69.87 - $75.62 $1.27M - $1.37M
18.2K $1.33M
CMCSA
Comcast Corp

Communication Services
35.9K
+ 446.02%
$33.19 - $38.23 $1.19M - $1.37M
43.9K $1.62M
XLY
Select Sector Spdr Consumer Di

ETFs
6.69K
New
$192.6 - $233.2 $1.29M - $1.56M
6.69K $1.32M
OEF
Ishares S&P 100 ETF

ETFs
4.89K
New
N/A
4.89K $1.3M
INTC
Intel Corp

Technology
57.2K
New
$19.1 - $27.39 $1.09M - $1.57M
57.2K $1.3M
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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