Simplicity Wealth,Llc Purchases in Q1 2025

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIHP
Dimensional ETF Tr Dimensional

ETFs
30.5K
New
$25.1 - $27.85 $765K - $849K
30.5K $826K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
30.8K
New
$26.64 - $27.14 $820K - $836K
30.8K $824K
EMB
Ishares Tr

ETFs
8.87K
+ 93.42%
$88.64 - $92.03 $786K - $816K
18.4K $1.66M
VB
Vanguard Small Cap ETF

ETFs
3.84K
+ 174.87%
$217.89 - $252.64 $836K - $969K
6.03K $1.34M
T
At&T Inc.

Communication Services
25.1K
+ 161.65%
$21.56 - $28.28 $542K - $711K
40.7K $1.15M
NOW
Service Now, Inc.

Technology
1.12K
+ 294.46%
$783.83 - $1170.39 $875K - $1.31M
1.5K $1.19M
VTI
Vanguard Total Stock Market Et

ETFs
3.14K
+ 70.93%
$271.18 - $303.12 $852K - $952K
7.57K $2.07M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
7.85K
+ 330.65%
$99.16 - $99.52 $779K - $782K
10.2K $1.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.15K
+ 38.05%
$468.34 - $539.52 $1M - $1.16M
7.78K $3.65M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
7.23K
New
$103.96 - $122.36 $751K - $884K
7.23K $766K
SCHG
Schwab Strategic Tr Us Large C

ETFs
30.5K
+ 343.23%
$24.91 - $29.02 $759K - $885K
39.4K $984K
CAT
Caterpillar Inc

Industrials
2.45K
+ 111.28%
$326.75 - $407.63 $800K - $997K
4.65K $1.53M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
21.7K
+ 18.27%
$61.55 - $71.27 $1.33M - $1.55M
140K $8.79M
UPS
United Parcel Service Inc

Industrials
7.31K
+ 136.45%
$109.66 - $136.26 $801K - $996K
12.7K $1.39M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.69K
New
$67.08 - $76.14 $650K - $738K
9.69K $716K
ICVT
Ishares Tr Convertible Bond Et

ETFs
8.38K
New
$83.18 - $89.27 $697K - $748K
8.38K $703K
GS
Goldman Sachs Group Inc

Financial Services
1.33K
+ 118.15%
$524.81 - $672.19 $697K - $893K
2.45K $1.34M
HTRB
Hartford Fds Total Return Bd E

ETFs
20.5K
New
$33.03 - $34.09 $677K - $699K
20.5K $692K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
30.2K
+ 170.5%
$22.25 - $23.0 $672K - $695K
47.9K $1.1M
IGV
Ishares Expanded Tech Software

ETFs
8.05K
+ 253.83%
$88.3 - $107.83 $711K - $868K
11.2K $1.01M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
14.4K
New
$46.18 - $47.84 $663K - $687K
14.4K $681K
PLTR
Palantir Technologies Inc.

Technology
7.98K
New
$64.98 - $124.62 $518K - $994K
7.98K $673K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
23.3K
+ 213.82%
$27.64 - $28.58 $643K - $665K
34.2K $974K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.58K
New
$100.32 - $100.76 $660K - $663K
6.58K $662K
AZO
Autozone Inc

Consumer Cyclical
170
New
$3193.96 - $3828.11 $543K - $651K
170 $648K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.77K
+ 9.17%
$33.84 - $37.77 $331K - $369K
116K $4.27M
CFG
Citizens Financial Group Inc

Financial Services
15.3K
New
$39.73 - $48.36 $608K - $740K
15.3K $626K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
17.2K
New
$34.23 - $36.9 $587K - $633K
17.2K $615K
DFAS
Dimensional ETF Tr U S Small C

ETFs
10.1K
New
$58.81 - $68.2 $595K - $691K
10.1K $604K
BA
Boeing CO

Industrials
3.67K
+ 99.54%
$148.15 - $186.25 $544K - $684K
7.36K $1.25M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
25.4K
New
$23.28 - $23.95 $592K - $609K
25.4K $602K
HEFA
Ishares Currency Hedged Msci E

ETFs
16.1K
New
$34.83 - $37.52 $562K - $605K
16.1K $590K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
19.2K
New
$26.71 - $31.58 $512K - $606K
19.2K $585K
DUK
Duke Energy Corp

Utilities
4.46K
+ 160.92%
$105.87 - $121.97 $473K - $544K
7.24K $882K
RELY
Remitly Global, Inc.

Technology
27.9K
New
$19.49 - $27.14 $543K - $757K
27.9K $579K
WTFC
Wintrust Financial Corp

Financial Services
5.04K
New
$107.76 - $136.92 $543K - $690K
5.04K $567K
GE
General Electric CO

Industrials
2.77K
New
$168.59 - $212.13 $467K - $588K
2.77K $554K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
11.3K
New
$48.31 - $49.23 $545K - $556K
11.3K $554K
AON
Aon PLC

Financial Services
1.32K
+ 203.09%
$348.44 - $409.32 $459K - $539K
1.96K $783K
PGR
Progressive Corp

Financial Services
1.91K
New
$235.61 - $291.22 $449K - $555K
1.91K $539K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
16.7K
New
$28.66 - $31.72 $480K - $531K
16.7K $516K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
25.4K
New
$19.7 - $20.61 $500K - $523K
25.4K $509K
TSLA
Tesla, Inc.

Consumer Cyclical
12.1K
+ 66.59%
$222.15 - $428.22 $2.69M - $5.19M
30.3K $7.87M
ADBE
Adobe Inc.

Technology
1.5K
+ 135.44%
$377.84 - $464.11 $568K - $697K
2.61K $1M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
22.6K
New
$22.11 - $22.43 $501K - $508K
22.6K $507K
MMM
3 M CO

Industrials
3.23K
+ 200.37%
$129.7 - $155.12 $419K - $502K
4.85K $711K
FNDF
Schwab Fundamental Intl Large

ETFs
13.3K
New
$32.9 - $37.45 $436K - $497K
13.3K $483K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
7.5K
New
$59.28 - $66.1 $445K - $496K
7.5K $482K
GILD
Gilead Sciences, Inc.

Healthcare
4.31K
New
$89.14 - $117.41 $384K - $506K
4.31K $482K
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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