Simplicity Wealth,Llc Purchases in Q1 2025

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
3.63K
New
$82.81 - $96.53 $301K - $351K
3.63K $303K
IR
Ingersoll Rand Inc.

Industrials
3.78K
New
$79.44 - $94.23 $301K - $357K
3.78K $302K
IWN
Ishares Russell2000 Val ETF

ETFs
2K
New
$149.27 - $169.4 $299K - $339K
2K $302K
ACWI
Ishares Msci Acwi ETF

ETFs
2.62K
+ 139.15%
$115.16 - $124.13 $301K - $325K
4.5K $522K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
4.94K
New
$59.79 - $67.15 $295K - $332K
4.94K $298K
VIG
Vanguard Dividend Appreciation

ETFs
1.63K
+ 50.89%
N/A
4.84K $881K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
14.2K
New
$19.8 - $19.97 $281K - $284K
14.2K $281K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4.06K
New
$68.07 - $78.99 $277K - $321K
4.06K $277K
DGRO
Ishares Core Dividend Growth E

ETFs
4.54K
+ 50.23%
$60.46 - $64.42 $275K - $293K
13.6K $831K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.28K
New
$120.24 - $134.3 $275K - $307K
2.28K $276K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.37K
New
$79.17 - $82.04 $267K - $276K
3.37K $275K
DIV
Global X Superdividend Us ETF

ETFs
15.9K
New
N/A
15.9K $272K
PHYS
Sprott Physical Gold Trust

Financial Services
5.23K
+ 14.54%
$20.25 - $24.06 $106K - $126K
41.2K $991K
JHCB
John Hancock Corporate Bond Et
12.5K
New
$20.77 - $21.46 $260K - $268K
12.5K $265K
BMY
Bristol Myers Squibb CO

Healthcare
4.35K
New
$53.9 - $63.11 $235K - $275K
4.35K $265K
DE
Deere & CO

Industrials
507
+ 91.52%
$408.57 - $509.27 $207K - $258K
1.06K $497K
DY
Dycom Industries Inc

Industrials
1.73K
New
$136.75 - $200.56 $236K - $347K
1.73K $263K
AZN
Astrazeneca PLC

Healthcare
3.08K
+ 69.3%
$65.37 - $77.96 $201K - $240K
7.53K $553K
TJX
Tjx Companies Inc

Consumer Cyclical
2.13K
+ 115.82%
$112.81 - $126.16 $240K - $269K
3.97K $483K
CLOI
Vaneck ETF Tr

ETFs
4.93K
New
$52.68 - $53.16 $260K - $262K
4.93K $260K
KWEB
Kraneshares Tr Csi China Inter

ETFs
7.4K
New
$27.29 - $38.29 $202K - $283K
7.4K $259K
ADI
Analog Devices Inc

Technology
1.28K
New
$201.56 - $243.82 $257K - $311K
1.28K $257K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.48K
New
$68.32 - $75.06 $238K - $261K
3.48K $256K
EPD
Enterprise Products Partners L.P.

Energy
7.49K
New
$31.75 - $34.14 $238K - $256K
7.49K $255K
GBIL
Goldman Sachs Access Treasury

ETFs
2.52K
New
$99.85 - $100.19 $252K - $252K
2.52K $252K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.88K
New
$65.15 - $91.81 $252K - $356K
3.88K $252K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
9.29K
New
$25.44 - $27.95 $236K - $260K
9.29K $251K
LRN
Stride, Inc.

Consumer Defensive
1.99K
New
$106.34 - $142.28 $212K - $283K
1.99K $251K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
4.2K
New
$58.38 - $64.16 $245K - $270K
4.2K $247K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
18.3K
New
$13.05 - $13.97 $239K - $256K
18.3K $246K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
8.48K
New
$28.55 - $29.09 $242K - $247K
8.48K $244K
REET
Ishares Global Reit ETF

ETFs
9.96K
+ 55.96%
$23.24 - $25.16 $232K - $251K
27.8K $669K
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.33K
New
$102.72 - $143.06 $239K - $333K
2.33K $243K
CRWD
Crowd Strike Holdings, Inc.

Technology
666
+ 96.94%
$308.86 - $455.36 $206K - $303K
1.35K $477K
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.37K
New
$101.98 - $115.66 $241K - $274K
2.37K $241K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
10K
New
$23.53 - $25.24 $235K - $252K
10K $236K
OMFL
Invesco Exchange Traded Self I

ETFs
4.47K
New
$52.19 - $57.45 $233K - $257K
4.47K $235K
KMI
Kinder Morgan, Inc.

Energy
8.21K
New
$26.1 - $31.22 $214K - $256K
8.21K $234K
RE
Everest Re Group LTD

Financial Services
621
New
N/A
621 $230K
C
Citigroup Inc

Financial Services
3.24K
New
$67.23 - $84.63 $218K - $274K
3.24K $229K
SPSB
Spdr Portfolio Short Term Corp

ETFs
7.63K
New
$29.82 - $30.1 $228K - $230K
7.63K $229K
NDAQ
Nasdaq, Inc.

Financial Services
3.03K
New
$72.17 - $83.76 $219K - $254K
3.03K $229K
TDG
Trans Digm Group Inc

Industrials
165
New
$1251.32 - $1394.11 $206K - $230K
165 $228K
PAVE
Global X Fds Us Infrastructure

ETFs
6.09K
New
$37.31 - $43.82 $227K - $267K
6.09K $228K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.88K
New
$120.29 - $134.6 $226K - $253K
1.88K $228K
TMUS
T Mobile Us, Inc.

Communication Services
855
New
$211.3 - $272.83 $181K - $233K
855 $228K
ROK
Rockwell Automation, Inc

Industrials
882
New
$255.29 - $303.75 $225K - $268K
882 $227K
GD
General Dynamics Corp

Industrials
822
New
$241.94 - $272.58 $199K - $224K
822 $224K
USXF
Ishares Esg Advanced Msci Usa

Technology
4.83K
New
$46.38 - $52.65 $224K - $254K
4.83K $224K
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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