Simplicity Wealth,Llc Purchases in Q3 2025

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.84K
New
$68.24 - $73.73 $194K - $209K
2.84K $208K
DHI
Horton D R Inc

Consumer Cyclical
1.23K
New
$129.82 - $184.04 $160K - $227K
1.23K $208K
WRB
Berkley W R Corp

Financial Services
2.7K
New
$67.78 - $76.62 $183K - $207K
2.7K $207K
AWI
Armstrong World Industries Inc

Industrials
1.05K
New
$163.99 - $199.13 $172K - $209K
1.05K $206K
FBK
Fb Financial Corp

Financial Services
1.24K
+ 9.47%
$46.72 - $56.0 $58K - $69.6K
14.4K $800K
KIM
Kimco Realty Corp

Real Estate
9.42K
New
$20.74 - $22.79 $195K - $215K
9.42K $205K
LNT
Alliant Energy Corp

Utilities
3.05K
New
$60.76 - $67.41 $185K - $206K
3.05K $205K
MOD
Modine Manufacturing CO

Consumer Cyclical
1.44K
New
$90.02 - $158.57 $130K - $228K
1.44K $204K
LPX
Louisiana Pacific Corp

Industrials
2.2K
+ 73.91%
$83.39 - $102.75 $183K - $226K
5.17K $459K
TT
Trane Technologies PLC

Industrials
477
New
$398.96 - $472.54 $190K - $225K
477 $201K
BOTZ
Global X Fds

ETFs
4.75K
+ 43.18%
$32.14 - $35.96 $153K - $171K
15.7K $557K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
10.2K
New
$14.73 - $19.31 $150K - $197K
10.2K $196K
RYLD
Global X Fds Russell 2000 Cove

ETFs
11.6K
New
$14.46 - $15.29 $168K - $178K
11.6K $175K
NTRS
Northern Trust Corp

Financial Services
878
+ 13.79%
$123.6 - $134.6 $109K - $118K
7.25K $975K
GM
General Motors CO

Consumer Cyclical
1.36K
+ 19.55%
$48.89 - $61.24 $66.7K - $83.5K
8.34K $508K
PSX
Phillips 66

Energy
641
+ 14.3%
$118.37 - $139.46 $75.9K - $89.4K
5.13K $697K
IWB
Ishares Tr Russell 1000 ETF

ETFs
241
+ 8.78%
$339.37 - $366.46 $81.8K - $88.3K
2.99K $1.09M
XLI
Industrial Sector Spdr

ETFs
801
+ 16.35%
$147.94 - $154.99 $118K - $124K
5.7K $879K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.21K
+ 24.56%
$94.17 - $99.95 $114K - $121K
6.14K $613K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
12.3K
New
$11.15 - $11.87 $138K - $146K
12.3K $143K
JBL
Jabil Inc

Technology
660
+ 55.28%
$202.08 - $234.45 $133K - $155K
1.85K $402K
SAP
Sap Se

Technology
642
+ 57.63%
$252.42 - $311.93 $162K - $200K
1.76K $469K
COF
Capital One Financial Corp

Financial Services
611
+ 17.71%
$207.29 - $229.74 $127K - $140K
4.06K $863K
VRT
Vertiv Holdings CO

Industrials
1.5K
New
N/A
1.5K $129K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
729
+ 16.12%
$79.52 - $89.63 $58K - $65.3K
5.25K $468K
IWR
Ishares Russell Mid Cap ETF

ETFs
435
+ 3.16%
$92.26 - $97.51 $40.1K - $42.4K
14.2K $1.37M
LHX
L3 Harris Technologies, Inc.

Industrials
101
+ 7.98%
$252.18 - $305.41 $25.5K - $30.8K
1.37K $417K
HPE
Hewlett Packard Enterprise CO

Technology
1.08K
+ 6.78%
$19.81 - $25.24 $21.4K - $27.3K
17K $418K
RL
Ralph Lauren Corp

Consumer Cyclical
105
+ 8.29%
$272.1 - $320.75 $28.6K - $33.7K
1.37K $429K
KMDA
Kamada LTD

Healthcare
10.1K
New
$6.67 - $8.02 $67.6K - $81.3K
10.1K $70K
LYG
Lloyds Banking Group PLC

Financial Services
15.6K
New
$4.03 - $4.63 $62.8K - $72.1K
15.6K $70K
PWR
Quanta Services, Inc.

Industrials
34
+ 2.47%
$372.29 - $421.68 $12.7K - $14.3K
1.41K $584K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
3
+ 0.02%
$32.53 - $35.69 $97.6 - $107
19.5K $691K
CBRE
Cbre Group, Inc.

Real Estate
111
+ 7.04%
$137.04 - $165.9 $15.2K - $18.4K
1.69K $265K
MNST
Monster Beverage Corp

Consumer Defensive
45
+ 0.51%
$58.65 - $67.31 $2.64K - $3.03K
8.92K $600K
NOG
Northern Oil & Gas, Inc.

Energy
3.31K
+ 24.61%
$23.13 - $31.07 $76.6K - $103K
16.8K $415K
PLUG
Plug Power Inc

Industrials
13.6K
New
$1.37 - $2.65 $18.6K - $36K
13.6K $31K
NXPLW
Nextplat Corp Warrants
600K
New
$0.03 - $0.15 $18K - $90K
600K $30K
USFR
Wisdomtree Floating Rate Treas

ETFs
511
+ 5.17%
$50.23 - $50.48 $25.7K - $25.8K
10.4K $522K
CCCC
C4 Therapeutics, Inc.

Healthcare
10.2K
New
$1.47 - $3.57 $15K - $36.5K
10.2K $22K
TLRY
Tilray Brands, Inc.

Healthcare
11.5K
New
$0.42 - $1.85 $4.85K - $21.4K
11.5K $19K
WWR
Westwater Resources, Inc.

Basic Materials
15K
New
$0.59 - $1.01 $8.85K - $15.2K
15K $14K
NVO
Novo Nordisk A S

Healthcare
992
+ 28.98%
$45.38 - $71.7 $45K - $71.1K
4.42K $244K
EXR
Extra Space Storage Inc.

Real Estate
100
+ 6.94%
$134.36 - $152.88 $13.4K - $15.3K
1.54K $217K
LKQ
Lkq Corp

Consumer Cyclical
3.09K
+ 22.15%
$29.24 - $39.21 $90.3K - $121K
17K $519K
Proshares Tr
6.23K
New
N/A
6.23K $0
Capital Grp Fixed Incm ETF T
80K
New
N/A
80K $0
XSEP
Frst Tr Ex Trd Viii Cboe Vest
4.88K
New
N/A
4.88K $0
Astera Labs Inc
10.9K
New
N/A
10.9K $0
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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