Simplicity Wealth,Llc Purchases in Q1 2025

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
28.4K
New
$34.58 - $45.97 $981K - $1.3M
28.4K $1.29M
UNP
Union Pacific Corp

Industrials
5.29K
+ 202.68%
$225.21 - $254.42 $1.19M - $1.35M
7.9K $1.87M
TXN
Texas Instruments Inc

Technology
6.51K
New
N/A
6.51K $1.27M
COIN
Coinbase Global, Inc.

Technology
8.2K
+ 383.85%
$172.23 - $301.3 $1.41M - $2.47M
10.3K $1.78M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3.99K
+ 148.92%
$333.37 - $384.99 $1.33M - $1.54M
6.67K $2.22M
DDOG
Datadog, Inc.

Technology
12.2K
New
$98.68 - $151.89 $1.21M - $1.86M
12.2K $1.21M
QCOM
Qualcomm Inc

Technology
7.82K
+ 282.38%
$151.94 - $175.86 $1.19M - $1.38M
10.6K $1.63M
VNQ
Vanguard Specialized Funds Van

ETFs
13.2K
+ 239.85%
$85.55 - $94.34 $1.13M - $1.24M
18.6K $1.67M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
58.9K
New
$18.36 - $20.51 $1.08M - $1.21M
58.9K $1.18M
MSTR
Microstrategy Inc

Technology
4.04K
New
$239.27 - $396.5 $966K - $1.6M
4.04K $1.16M
FAAR
First Trust Vii Alternative Ab

ETFs
40.4K
New
$27.81 - $28.97 $1.12M - $1.17M
40.4K $1.16M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
14.7K
New
$77.7 - $78.94 $1.14M - $1.16M
14.7K $1.16M
DIS
Walt Disney CO

Communication Services
12.3K
+ 252.63%
$96.87 - $114.0 $1.19M - $1.4M
17.1K $1.69M
TLT
Ishares Barclays 20+ Year Trea

ETFs
12.7K
New
$85.29 - $92.57 $1.09M - $1.18M
12.7K $1.15M
CL
Colgate Palmolive CO

Consumer Defensive
12K
+ 393.09%
$85.68 - $97.5 $1.03M - $1.17M
15.1K $1.41M
IDV
Ishares Tr

ETFs
36.3K
New
$27.0 - $31.7 $981K - $1.15M
36.3K $1.13M
FMF
First Trust Managed Futures St

ETFs
24.5K
New
$45.87 - $48.39 $1.13M - $1.19M
24.5K $1.13M
FTLS
First Tr Long/Short Equity ETF

ETFs
17.6K
New
$63.42 - $68.17 $1.11M - $1.2M
17.6K $1.12M
SPTS
Spdr Portfolio Short Term Trea

ETFs
37.8K
New
$28.92 - $29.24 $1.09M - $1.11M
37.8K $1.1M
TSCO
Tractor Supply CO

Consumer Cyclical
20K
New
$51.66 - $57.94 $1.03M - $1.16M
20K $1.1M
VRIG
Invesco Actively Managed ETF F

ETFs
44K
New
$25.06 - $25.19 $1.1M - $1.11M
44K $1.1M
ITW
Illinois Tool Works Inc

Industrials
4.44K
New
$244.9 - $274.48 $1.09M - $1.22M
4.44K $1.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
13.2K
+ 150.99%
$81.83 - $82.73 $1.08M - $1.09M
22K $1.82M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.69K
New
$283.24 - $338.07 $1.05M - $1.25M
3.69K $1.09M
RSG
Republic Services, Inc.

Industrials
4.43K
New
$200.09 - $242.16 $887K - $1.07M
4.43K $1.07M
COP
Conocophillips

Energy
10.2K
New
$88.6 - $105.85 $901K - $1.08M
10.2K $1.07M
CLX
Clorox CO

Consumer Defensive
7.12K
New
$141.76 - $162.89 $1.01M - $1.16M
7.12K $1.05M
DISV
Dimensional ETF Tr Dimensional

ETFs
35.3K
New
$26.09 - $30.21 $921K - $1.07M
35.3K $1.04M
HYD
Vaneck High Yield Muni ETF

ETFs
20.3K
New
$50.79 - $52.53 $1.03M - $1.07M
20.3K $1.04M
JHMM
John Hancock Multifactor Mid C

ETFs
17.7K
New
$55.69 - $63.12 $988K - $1.12M
17.7K $1.01M
IEFA
Ishares Tr

ETFs
10.8K
+ 37.9%
$69.57 - $78.65 $755K - $853K
39.5K $3.02M
VDE
Vanguard Energy ETF

ETFs
7.58K
+ 379.05%
$119.14 - $132.76 $903K - $1.01M
9.58K $1.23M
IWM
Ishares Russell 2000 ETF

ETFs
5.3K
+ 139.39%
$198.1 - $229.79 $1.05M - $1.22M
9.1K $1.82M
CRM
Salesforce, Inc.

Technology
4.02K
+ 260.77%
$268.36 - $359.95 $1.08M - $1.45M
5.56K $1.49M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.1K
+ 251.64%
$71.17 - $73.66 $929K - $962K
18.3K $1.34M
CMI
Cummins Inc

Industrials
3.08K
New
$312.92 - $386.07 $962K - $1.19M
3.08K $963K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9.69K
+ 115.6%
$87.68 - $94.52 $849K - $916K
18.1K $1.68M
XLP
Consumer Staples Sector Spdr

ETFs
12.2K
New
N/A
12.2K $924K
APH
Amphenol Corp

Technology
14.1K
New
$61.62 - $78.55 $867K - $1.1M
14.1K $922K
XLE
Energy Sector Spdr

ETFs
9.89K
New
$85.7 - $93.96 $848K - $929K
9.89K $914K
SBUX
Starbucks Corp

Consumer Cyclical
9.11K
+ 383.75%
$91.75 - $115.81 $836K - $1.06M
11.5K $1.12M
HON
Honeywell International Inc

Industrials
4.44K
+ 134.58%
$202.75 - $226.52 $900K - $1.01M
7.73K $1.64M
LOW
Lowes Companies Inc

Consumer Cyclical
4.17K
+ 66.15%
$222.66 - $268.42 $929K - $1.12M
10.5K $2.45M
ZM
Zoom Video Communications, Inc.

Technology
12K
New
$72.23 - $88.64 $865K - $1.06M
12K $883K
JHEM
John Hancock Exchange Traded

ETFs
32.9K
New
$25.12 - $27.4 $826K - $901K
32.9K $876K
GWW
W.W. Grainger, Inc.

Industrials
849
New
$953.54 - $1132.42 $810K - $961K
849 $838K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.1K
New
$114.57 - $118.14 $814K - $839K
7.1K $838K
RDVY
First Trust Rising Dividend Ac

ETFs
14.5K
+ 308.18%
$57.22 - $63.39 $828K - $918K
19.2K $1.11M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.9K
+ 105.31%
$56.17 - $59.71 $839K - $892K
29.1K $1.65M
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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