Simplicity Wealth,Llc Purchases in Q1 2025

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.51K
New
$50.39 - $50.66 $479K - $482K
9.51K $481K
HYDB
Ishares Tr Edge High Yield Def

ETFs
10.2K
New
$46.82 - $47.8 $479K - $489K
10.2K $480K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.5K
New
$44.41 - $45.98 $468K - $485K
10.5K $479K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
15.6K
New
$26.05 - $30.88 $407K - $482K
15.6K $475K
EXPD
Expeditors International Of Washington Inc

Industrials
3.73K
+ 145.5%
$109.09 - $126.48 $407K - $472K
6.3K $757K
IXUS
Ishares Tr

ETFs
4.05K
+ 9.1%
$65.06 - $72.31 $263K - $292K
48.5K $3.41M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.23K
+ 79.69%
$105.1 - $109.61 $445K - $464K
9.54K $1.03M
JHSC
John Hancock ETF Tr Multifacto

ETFs
12.4K
New
$36.26 - $41.89 $451K - $521K
12.4K $461K
SYF
Synchrony Financial

Financial Services
11.2K
+ 102.91%
$51.9 - $70.63 $579K - $788K
22K $1.17M
VLUE
Ishares Msci Usa Value Factor

ETFs
4.36K
New
$104.89 - $113.56 $457K - $495K
4.36K $460K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
8.07K
New
$53.6 - $58.97 $433K - $476K
8.07K $438K
MARB
First Tr Exchange Traded Fd Ii

ETFs
21.9K
New
$19.75 - $20.03 $432K - $439K
21.9K $434K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
7.08K
New
$53.69 - $62.68 $380K - $444K
7.08K $430K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
22K
New
$18.46 - $19.19 $406K - $422K
22K $421K
VAW
Vanguard Materials ETF

ETFs
2.18K
New
$185.71 - $202.46 $405K - $441K
2.18K $407K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
16.5K
New
$21.95 - $24.74 $362K - $408K
16.5K $400K
HYLB
Xtrackers Usd High Yield Corp

ETFs
11.1K
New
$35.96 - $36.72 $398K - $407K
11.1K $399K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.2K
+ 28.66%
$110.75 - $119.78 $355K - $383K
14.4K $1.67M
CGUS
Capital Group Core Equity ETF
11.9K
New
$33.08 - $36.62 $393K - $435K
11.9K $395K
SYY
Sysco Corp

Consumer Defensive
5.41K
+ 50.13%
$70.0 - $77.13 $379K - $417K
16.2K $1.22M
AMGN
Amgen Inc

Healthcare
1.25K
New
$258.59 - $327.36 $324K - $410K
1.25K $390K
WDIV
Spdr S&P Global Dividend ETF

ETFs
5.97K
New
$60.51 - $66.3 $361K - $396K
5.97K $389K
SHEL
Shell PLC

Energy
4.63K
+ 90.52%
$62.84 - $73.29 $291K - $339K
9.75K $708K
GIS
General Mills Inc

Consumer Defensive
7.63K
+ 44.4%
$57.56 - $65.3 $439K - $498K
24.8K $1.48M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.67K
New
$48.43 - $49.9 $371K - $383K
7.67K $382K
AMD
Advanced Micro Devices Inc

Technology
4.04K
+ 179.86%
$96.63 - $129.55 $390K - $523K
6.28K $645K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
4.44K
New
$81.1 - $94.7 $360K - $420K
4.44K $374K
PSX
Phillips 66

Energy
3.01K
New
$113.93 - $131.55 $343K - $396K
3.01K $372K
MBSD
Flexshares Tr Disciplined Dura

ETFs
17.7K
New
$20.03 - $20.68 $355K - $367K
17.7K $366K
SO
Southern CO

Utilities
3.95K
New
$80.96 - $92.96 $320K - $367K
3.95K $363K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
14.4K
+ 20.77%
$29.34 - $31.31 $423K - $452K
83.9K $2.48M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
12K
New
$27.47 - $30.62 $329K - $367K
12K $356K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
10.3K
New
$34.28 - $36.43 $354K - $376K
10.3K $356K
NEE
Nextera Energy Inc

Utilities
5.01K
New
$66.96 - $76.16 $335K - $381K
5.01K $354K
AMAT
Applied Materials Inc

Technology
2.42K
New
$145.06 - $195.51 $351K - $474K
2.42K $351K
IGF
Ishares Global Infrastructure

ETFs
6.43K
New
$51.96 - $54.84 $334K - $353K
6.43K $350K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
240
New
$1187.71 - $1432.58 $285K - $344K
240 $343K
DFAU
Dimensional ETF Tr

ETFs
8.93K
New
$37.84 - $42.29 $338K - $378K
8.93K $341K
ISRG
Intuitive Surgical Inc

Healthcare
724
+ 108.87%
$476.63 - $610.45 $345K - $442K
1.39K $687K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
581
+ 80.92%
$402.49 - $513.76 $234K - $298K
1.3K $629K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
6.62K
New
$50.24 - $50.57 $333K - $335K
6.62K $334K
RWL
Invesco Exchange Traded Fd Tr

ETFs
3.21K
+ 21.93%
$96.9 - $104.39 $311K - $335K
17.9K $1.76M
SPGI
S&P Global Inc.

Financial Services
637
New
$478.26 - $543.77 $305K - $346K
637 $323K
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.69K
New
$32.5 - $33.3 $315K - $323K
9.69K $322K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.66K
New
$192.82 - $222.1 $320K - $369K
1.66K $320K
COCO
Vita Coco Company, Inc.

Consumer Defensive
10.4K
New
$29.85 - $40.3 $311K - $420K
10.4K $319K
EMHC
Spdr Bloomberg Emerging Market
13.1K
New
$23.72 - $24.56 $310K - $321K
13.1K $315K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
671
+ 53.09%
$522.96 - $601.18 $351K - $403K
1.94K $1.03M
FTGC
First Trust Global Tactical CO

ETFs
12.1K
New
$23.95 - $25.86 $289K - $312K
12.1K $305K
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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