Simplicity Wealth,Llc Purchases in Q2 2025

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UWM
Proshares Ultra Russell 2000

ETFs
16.7K
+ 16.39%
$25.35 - $37.67 $423K - $629K
119K $4.47M
ZTS
Zoetis Inc.

Healthcare
6.58K
+ 385.14%
$144.41 - $170.3 $951K - $1.12M
8.29K $1.29M
SO
Southern CO

Utilities
11K
+ 277.61%
$84.91 - $92.56 $931K - $1.01M
14.9K $1.37M
RSG
Republic Services, Inc.

Industrials
3.91K
+ 88.09%
$227.2 - $258.07 $887K - $1.01M
8.34K $2.06M
PLD
Prologis, Inc.

Real Estate
9.43K
+ 464.17%
$89.76 - $112.34 $847K - $1.06M
11.5K $1.21M
DFUS
Dimensional ETF Tr U S Equity

ETFs
11.4K
+ 41.47%
$53.65 - $67.02 $613K - $766K
39K $2.61M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
20K
+ 200.0%
$42.44 - $49.08 $851K - $984K
30.1K $1.44M
INTU
Intuit Inc

Technology
1.1K
+ 209.16%
$544.07 - $787.63 $596K - $863K
1.62K $1.28M
DE
Deere & CO

Industrials
1.76K
+ 165.98%
$412.99 - $531.48 $727K - $936K
2.82K $1.43M
XLU
Utilities Sector Spdr

ETFs
11.5K
New
$73.09 - $82.77 $837K - $948K
11.5K $935K
EBND
Spdr Bloomberg Emerging Market

ETFs
43.8K
New
$19.57 - $21.4 $857K - $937K
43.8K $930K
MDLZ
Mondelez International, Inc.

Consumer Defensive
13.7K
New
$63.54 - $68.5 $873K - $941K
13.7K $926K
XLP
Consumer Staples Sector Spdr

ETFs
12.1K
+ 99.87%
N/A
24.3K $1.85M
VGT
Vanguard Information Technolog

ETFs
1.23K
+ 134.87%
$470.37 - $663.28 $577K - $813K
2.14K $1.42M
VBR
Vanguard Small Cap Value ETF

ETFs
4.74K
New
$162.76 - $195.77 $771K - $927K
4.74K $923K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
38K
+ 81.73%
$22.4 - $23.8 $851K - $905K
84.5K $2.01M
BK
Bank Of New York Mellon Corp

Financial Services
9.59K
+ 210.19%
$73.31 - $91.62 $703K - $879K
14.2K $1.29M
GWW
W.W. Grainger, Inc.

Industrials
805
+ 94.82%
$919.93 - $1101.66 $741K - $887K
1.65K $1.72M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
46.1K
+ 209.45%
$18.83 - $19.22 $867K - $885K
68K $1.3M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
19.2K
New
$36.01 - $45.69 $692K - $878K
19.2K $878K
SYY
Sysco Corp

Consumer Defensive
11.4K
+ 70.61%
$68.0 - $75.91 $778K - $869K
27.7K $2.09M
ADBE
Adobe Inc.

Technology
2.23K
+ 85.37%
$340.0 - $420.68 $758K - $938K
4.84K $1.87M
MU
Micron Technology Inc

Technology
7.07K
New
$64.72 - $127.91 $458K - $905K
7.07K $871K
BKNG
Booking Holdings Inc.

Consumer Cyclical
99
+ 41.42%
$4164.15 - $5789.24 $412K - $573K
338 $1.96M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
16.9K
+ 220.22%
$49.57 - $50.27 $837K - $849K
24.5K $1.23M
VOE
Vanguard Mid Cap Value Index F

ETFs
5.11K
+ 397.82%
$141.87 - $164.49 $725K - $840K
6.39K $1.05M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.4K
+ 71.21%
$77.94 - $79.5 $814K - $830K
25.1K $2M
IGV
Ishares Expanded Tech Software

ETFs
5.63K
+ 50.21%
$80.15 - $109.5 $452K - $617K
16.9K $1.85M
GIS
General Mills Inc

Consumer Defensive
19.9K
+ 80.28%
$50.37 - $60.97 $1M - $1.21M
44.7K $2.32M
ABNB
Airbnb, Inc.

Consumer Cyclical
6.3K
New
$105.69 - $140.64 $666K - $886K
6.3K $833K
DIHP
Dimensional ETF Tr Dimensional

ETFs
25.8K
+ 84.65%
$24.32 - $29.74 $627K - $767K
56.3K $1.66M
MS
Morgan Stanley

Financial Services
5.61K
+ 322.53%
$99.83 - $140.86 $560K - $791K
7.35K $1.04M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.23K
+ 54.33%
$100.35 - $100.71 $826K - $829K
23.4K $2.35M
CEG
Constellation Energy Corp

Utilities
2.56K
New
$170.96 - $322.76 $438K - $828K
2.56K $827K
ADSK
Autodesk, Inc.

Technology
3.31K
+ 334.68%
N/A
4.3K $1.06M
CI
Cigna Corp

Healthcare
2.4K
+ 299.0%
$301.89 - $340.04 $724K - $815K
3.2K $1.06M
EVRG
Evergy, Inc.

Utilities
11.3K
New
$64.06 - $69.64 $723K - $786K
11.3K $778K
NEE
Nextera Energy Inc

Utilities
11.3K
+ 225.77%
$64.11 - $75.0 $725K - $848K
16.3K $1.13M
TDUP
Thred Up Inc.

Consumer Cyclical
60.7K
+ 93.64%
$2.46 - $8.46 $149K - $514K
126K $940K
GLD
Spdr Gold Trust

ETFs
2.03K
+ 22.17%
$273.71 - $316.29 $555K - $641K
11.2K $3.41M
AZO
Autozone Inc

Consumer Cyclical
212
+ 124.71%
$3478.38 - $3880.15 $737K - $823K
382 $1.42M
PGR
Progressive Corp

Financial Services
2.94K
+ 153.91%
$255.27 - $288.74 $749K - $847K
4.84K $1.29M
GILD
Gilead Sciences, Inc.

Healthcare
6.8K
+ 157.97%
$96.91 - $113.0 $659K - $769K
11.1K $1.23M
DGRO
Ishares Core Dividend Growth E

ETFs
11.1K
+ 81.51%
$55.22 - $63.94 $612K - $708K
24.7K $1.58M
NOC
Northrop Grumman Corp

Industrials
1.49K
New
$456.3 - $540.39 $681K - $806K
1.49K $745K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
28.9K
New
$24.61 - $25.89 $712K - $749K
28.9K $744K
RY
Royal Bank Of Canada

Financial Services
5.66K
New
$108.36 - $131.55 $613K - $745K
5.66K $744K
COF
Capital One Financial Corp

Financial Services
3.45K
New
$150.57 - $212.76 $520K - $734K
3.45K $734K
AON
Aon PLC

Financial Services
2.28K
+ 115.89%
$335.85 - $398.81 $764K - $908K
4.24K $1.51M
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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