Simplicity Wealth,Llc Purchases in Q2 2025

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
14.6K
+ 319.14%
$48.77 - $49.55 $712K - $724K
19.2K $949K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.74K
+ 133.64%
$421.16 - $509.5 $731K - $884K
3.04K $1.35M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
16.8K
+ 20.02%
$27.3 - $31.8 $458K - $534K
101K $3.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
10.6K
+ 104.46%
$52.31 - $63.72 $553K - $674K
20.7K $1.32M
MMM
3 M CO

Industrials
4.41K
+ 90.92%
$126.09 - $154.15 $556K - $679K
9.26K $1.41M
ELV
Elevance Health, Inc.

Healthcare
2.14K
+ 62.65%
$372.27 - $452.69 $798K - $971K
5.57K $2.16M
WTFC
Wintrust Financial Corp

Financial Services
5.01K
+ 99.33%
$95.17 - $124.21 $477K - $622K
10.1K $1.25M
XLG
Invesco Exchange Traded Fd Tr

ETFs
13K
New
$40.94 - $52.1 $532K - $678K
13K $677K
FNDF
Schwab Fundamental Intl Large

ETFs
15.4K
+ 116.12%
$32.25 - $40.02 $497K - $616K
28.7K $1.15M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
51.3K
+ 279.91%
$12.21 - $13.9 $626K - $713K
69.6K $907K
PYPL
Pay Pal Holdings, Inc.

Financial Services
8.33K
+ 214.84%
$57.41 - $74.81 $478K - $623K
12.2K $906K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
52K
New
$11.11 - $14.46 $578K - $752K
52K $650K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
13.1K
+ 115.66%
$48.5 - $49.35 $633K - $644K
24.3K $1.2M
NVS
Novartis Ag

Healthcare
5.02K
+ 140.5%
$101.96 - $121.01 $511K - $607K
8.59K $1.04M
BX
Blackstone Inc.

Financial Services
4.29K
New
$120.07 - $151.11 $515K - $649K
4.29K $641K
TDG
Trans Digm Group Inc

Industrials
407
+ 246.67%
$1231.75 - $1520.64 $501K - $619K
572 $869K
ADI
Analog Devices Inc

Technology
2.48K
+ 194.67%
$164.6 - $238.02 $409K - $591K
3.76K $894K
SCHW
Schwab Charles Corp

Financial Services
6.3K
+ 134.16%
$69.06 - $91.24 $435K - $575K
11K $1M
CTAS
Cintas Corp

Industrials
2.85K
New
$190.11 - $227.66 $543K - $650K
2.85K $636K
CRWD
Crowd Strike Holdings, Inc.

Technology
818
+ 60.46%
$321.63 - $509.31 $263K - $417K
2.17K $1.11M
TFC
Truist Financial Corp

Financial Services
14.6K
New
$34.79 - $42.99 $508K - $627K
14.6K $627K
HTRB
Hartford Fds Total Return Bd E

ETFs
18.5K
+ 90.44%
$33.14 - $34.12 $614K - $632K
39K $1.32M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
8.84K
+ 124.93%
$53.75 - $67.21 $475K - $594K
15.9K $1.05M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.3K
+ 21.9%
$45.11 - $52.34 $466K - $540K
57.5K $3.01M
AMP
Ameriprise Financial Inc

Financial Services
1.07K
+ 109.32%
$422.19 - $533.73 $450K - $569K
2.04K $1.09M
URI
United Rentals, Inc.

Industrials
738
+ 163.64%
$551.94 - $753.4 $407K - $556K
1.19K $895K
BR
Broadridge Financial Solutions, Inc.

Technology
2.49K
+ 38.84%
$217.22 - $246.25 $540K - $612K
8.89K $2.16M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
13.5K
New
$43.63 - $45.4 $590K - $614K
13.5K $604K
DFIV
Dimensional ETF Tr

ETFs
13K
+ 101.26%
$34.67 - $43.21 $452K - $563K
25.9K $1.11M
IWM
Ishares Russell 2000 ETF

ETFs
2.11K
+ 23.24%
$174.82 - $215.79 $370K - $456K
11.2K $2.42M
CGUS
Capital Group Core Equity ETF
14.8K
+ 124.54%
$29.93 - $36.93 $443K - $546K
26.7K $984K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
26.1K
+ 115.4%
$22.3 - $22.57 $583K - $590K
48.8K $1.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.39K
+ 60.66%
$77.74 - $78.78 $574K - $582K
19.6K $1.54M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.52K
+ 43.62%
$72.96 - $90.39 $403K - $499K
18.2K $1.63M
CCL
Carnival Corp

Consumer Cyclical
17.3K
+ 153.8%
$16.43 - $28.12 $283K - $485K
28.5K $800K
CVS
Cvs Health Corp

Healthcare
8.4K
New
$60.04 - $70.18 $504K - $589K
8.4K $579K
TGT
Target Corp

Consumer Defensive
5.85K
New
$88.76 - $105.77 $519K - $619K
5.85K $577K
ROK
Rockwell Automation, Inc

Industrials
1.53K
+ 173.81%
$218.97 - $332.17 $336K - $509K
2.42K $802K
ICE
Intercontinental Exchange, Inc.

Financial Services
3K
+ 198.41%
$151.62 - $183.47 $454K - $550K
4.51K $826K
WEC
Wec Energy Group, Inc.

Utilities
5.4K
New
$102.24 - $109.76 $552K - $593K
5.4K $562K
C
Citigroup Inc

Financial Services
6.02K
+ 185.89%
$58.13 - $85.12 $350K - $513K
9.26K $788K
UL
Unilever PLC

Consumer Defensive
9.13K
New
$57.9 - $65.43 $529K - $598K
9.13K $558K
SLV
I Shares Silver Trust

ETFs
17K
New
$27.08 - $33.74 $460K - $573K
17K $557K
MSCI
Msci Inc.

Financial Services
948
+ 179.89%
$506.56 - $576.74 $480K - $547K
1.48K $850K
CPB
Campbell Soup CO

Consumer Defensive
17.9K
New
$30.65 - $39.9 $547K - $713K
17.9K $547K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.1K
+ 34.32%
$51.68 - $52.76 $523K - $534K
39.6K $2.09M
MET
Metlife Inc

Financial Services
6.65K
+ 91.74%
$68.42 - $82.49 $455K - $548K
13.9K $1.12M
AEP
American Electric Power CO Inc

Utilities
5.23K
+ 267.76%
$98.59 - $109.11 $516K - $571K
7.19K $745K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.43K
+ 85.73%
$57.14 - $72.68 $367K - $467K
13.9K $1.01M
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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