Simplicity Wealth,Llc Purchases in Q2 2025

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FMF
First Trust Managed Futures St

ETFs
33.8K
+ 137.83%
$44.79 - $46.43 $1.52M - $1.57M
58.4K $2.64M
GLDM
World Gold Trust

ETFs
22.5K
New
$58.96 - $67.97 $1.33M - $1.53M
22.5K $1.47M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
60.7K
+ 102.94%
$17.76 - $22.1 $1.08M - $1.34M
120K $2.64M
IAU
Ishares Gold Trust

ETFs
20.4K
+ 36.1%
$56.1 - $64.74 $1.14M - $1.32M
76.9K $4.79M
MDT
Medtronic PLC

Healthcare
17.1K
+ 77.5%
$80.68 - $88.86 $1.38M - $1.52M
39.1K $3.41M
EMHC
Spdr Bloomberg Emerging Market
57K
+ 435.9%
$23.06 - $24.61 $1.32M - $1.4M
70.1K $1.73M
EEMA
Ishares Msci Emerging Markets

ETFs
17K
New
$64.59 - $83.0 $1.1M - $1.41M
17K $1.4M
BA
Boeing CO

Industrials
5.3K
+ 72.0%
$136.59 - $217.51 $724K - $1.15M
12.7K $2.65M
EMR
Emerson Electric CO

Industrials
8.14K
+ 62.47%
$94.15 - $133.33 $766K - $1.09M
21.2K $2.82M
NOW
Service Now, Inc.

Technology
1.01K
+ 67.22%
$721.65 - $1040.18 $725K - $1.05M
2.5K $2.57M
APH
Amphenol Corp

Technology
9K
+ 64.02%
$59.09 - $98.75 $532K - $889K
23.1K $2.28M
HON
Honeywell International Inc

Industrials
5.1K
+ 65.97%
$182.86 - $232.88 $933K - $1.19M
12.8K $2.99M
SPOT
Spotify Technology S.A.

Communication Services
1.76K
New
$503.3 - $775.9 $884K - $1.36M
1.76K $1.35M
ITW
Illinois Tool Works Inc

Industrials
5.46K
+ 122.97%
$218.41 - $252.43 $1.19M - $1.38M
9.9K $2.45M
JHSC
John Hancock ETF Tr Multifacto

ETFs
33.7K
+ 271.0%
$32.47 - $39.09 $1.09M - $1.32M
46.1K $1.8M
IDEV
Ishares Core Msci Intl Develop

ETFs
7.39K
+ 6.44%
$61.79 - $76.67 $457K - $566K
122K $9.29M
AMCR
Amcor PLC

Consumer Cyclical
142K
New
$8.57 - $9.81 $1.21M - $1.39M
142K $1.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
4.73K
+ 128.23%
$248.61 - $294.96 $1.18M - $1.4M
8.42K $2.38M
ISRG
Intuitive Surgical Inc

Healthcare
2.24K
+ 161.41%
$451.58 - $565.94 $1.01M - $1.27M
3.63K $1.97M
CMI
Cummins Inc

Industrials
3.72K
+ 120.88%
$267.12 - $336.65 $993K - $1.25M
6.79K $2.22M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.25K
+ 316.14%
$171.4 - $227.1 $900K - $1.19M
6.91K $1.57M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6.5K
+ 91.2%
$212.1 - $244.27 $1.38M - $1.59M
13.6K $2.98M
DISV
Dimensional ETF Tr Dimensional

ETFs
33.3K
+ 94.49%
$25.93 - $32.91 $865K - $1.1M
68.6K $2.26M
VT
Vanguard Total World Stk Index

ETFs
9.46K
New
$103.16 - $128.52 $976K - $1.22M
9.46K $1.22M
JHCB
John Hancock Corporate Bond Et
56.6K
+ 452.7%
$20.55 - $21.44 $1.16M - $1.21M
69.1K $1.48M
ETN
Eaton Corp PLC

Industrials
3.36K
New
$246.52 - $356.99 $828K - $1.2M
3.36K $1.2M
VGLT
Vanguard Long Term Treasury Et

ETFs
21.6K
+ 71.56%
$53.66 - $58.71 $1.16M - $1.27M
51.9K $2.91M
CHD
Church & Dwight CO Inc

Consumer Defensive
14K
+ 115.89%
$91.57 - $110.76 $1.28M - $1.55M
26K $2.5M
LOW
Lowes Companies Inc

Consumer Cyclical
5.77K
+ 55.0%
$210.83 - $235.28 $1.22M - $1.36M
16.3K $3.61M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
24K
+ 167.1%
$46.39 - $47.84 $1.11M - $1.15M
38.4K $1.83M
CLX
Clorox CO

Consumer Defensive
11.2K
+ 157.32%
$118.01 - $148.69 $1.32M - $1.67M
18.3K $2.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.01K
+ 99.88%
$141.37 - $228.57 $567K - $917K
8.03K $1.82M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.04K
New
$216.28 - $284.39 $874K - $1.15M
4.04K $1.15M
GE
General Electric CO

Industrials
3.83K
+ 138.12%
$166.81 - $257.39 $638K - $985K
6.6K $1.7M
WLTG
ETF Opportunities Tr Wealthtru

ETFs
9.76K
+ 4.59%
$25.92 - $31.99 $253K - $312K
222K $7.12M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
11.8K
+ 65.26%
$85.42 - $94.39 $1.01M - $1.11M
29.9K $2.8M
TSCO
Tractor Supply CO

Consumer Cyclical
22K
+ 109.76%
$47.86 - $55.77 $1.05M - $1.23M
42K $2.22M
XLY
Select Sector Spdr Consumer Di

ETFs
4.5K
+ 67.23%
$176.34 - $218.59 $793K - $983K
11.2K $2.43M
PEP
Pepsico Inc

Consumer Defensive
12.3K
+ 42.47%
$128.02 - $151.37 $1.58M - $1.87M
41.4K $5.47M
PNC
Pnc Financial Services Group, Inc.

Financial Services
5.77K
+ 212.65%
$149.76 - $186.42 $863K - $1.07M
8.48K $1.58M
NEM
Newmont Corp

Basic Materials
18.7K
New
$44.18 - $59.46 $827K - $1.11M
18.7K $1.09M
DUK
Duke Energy Corp

Utilities
9.46K
+ 130.63%
$112.46 - $124.05 $1.06M - $1.17M
16.7K $1.97M
NKE
Nike, Inc.

Consumer Cyclical
14.6K
+ 269.7%
$53.27 - $72.04 $778K - $1.05M
20K $1.42M
AMAT
Applied Materials Inc

Technology
5.29K
+ 218.25%
$126.95 - $183.52 $671K - $970K
7.71K $1.41M
SRLN
Ssga Active Trust

ETFs
24.2K
+ 23.95%
$39.47 - $41.59 $955K - $1.01M
125K $5.21M
VTI
Vanguard Total Stock Market Et

ETFs
2.71K
+ 35.75%
$243.75 - $303.93 $659K - $822K
10.3K $3.12M
AMGN
Amgen Inc

Healthcare
3.89K
+ 310.38%
$262.28 - $309.85 $1.02M - $1.2M
5.14K $1.43M
SIVR
Abrdn Silver ETF Trust

ETFs
30.3K
New
$28.36 - $35.37 $859K - $1.07M
30.3K $1.04M
XLF
Financial Sector Spdr

ETFs
15.5K
+ 21.38%
$43.92 - $52.37 $679K - $810K
87.8K $4.6M
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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