Simplicity Wealth,Llc Purchases in Q2 2025

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EOG
Eog Resources Inc

Energy
4.41K
New
$104.61 - $129.97 $462K - $573K
4.41K $527K
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.63K
+ 48.51%
$105.23 - $109.61 $487K - $507K
14.2K $1.55M
WDAY
Workday, Inc.

Technology
2.09K
+ 155.65%
$210.47 - $274.71 $440K - $575K
3.44K $824K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
20.9K
+ 82.17%
$23.33 - $24.01 $488K - $502K
46.3K $1.11M
ASML
Asml Holding Nv

Technology
565
+ 151.07%
$595.37 - $815.24 $336K - $461K
939 $752K
MARB
First Tr Exchange Traded Fd Ii

ETFs
24K
+ 109.74%
$19.67 - $20.44 $473K - $491K
45.9K $938K
MAR
Marriott International Inc

Consumer Cyclical
1.84K
New
$211.12 - $274.14 $389K - $506K
1.84K $503K
KKR
Kkr & Co. Inc.

Financial Services
3.79K
New
$92.79 - $134.29 $351K - $509K
3.79K $503K
ACWI
Ishares Msci Acwi ETF

ETFs
3.46K
+ 77.05%
$103.59 - $128.6 $359K - $445K
7.96K $1.02M
TW
Tradeweb Markets Inc.

Financial Services
3.39K
New
$125.37 - $149.02 $425K - $505K
3.39K $496K
VLO
Valero Energy Corp

Energy
3.62K
+ 126.39%
$104.69 - $141.77 $379K - $513K
6.48K $870K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.26K
New
$113.67 - $150.4 $371K - $490K
3.26K $490K
ED
Consolidated Edison Inc

Utilities
5.45K
+ 89.85%
$98.05 - $113.3 $535K - $618K
11.5K $1.16M
DY
Dycom Industries Inc

Industrials
1.33K
+ 76.79%
$138.96 - $245.71 $184K - $326K
3.06K $746K
GS
Goldman Sachs Group Inc

Financial Services
120
+ 4.89%
$462.22 - $707.75 $55.5K - $84.9K
2.57K $1.82M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.97K
+ 55.85%
$116.93 - $119.39 $464K - $474K
11.1K $1.32M
KMB
Kimberly Clark Corp

Consumer Defensive
3.72K
New
$126.84 - $145.22 $472K - $541K
3.72K $479K
USB
Us Bancorp \De\

Financial Services
10.2K
+ 208.9%
$36.4 - $45.76 $370K - $465K
15K $679K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
13.4K
+ 112.26%
$26.38 - $32.66 $355K - $439K
25.4K $829K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
10.8K
+ 233.26%
$42.51 - $43.7 $459K - $472K
15.4K $673K
ICVT
Ishares Tr Convertible Bond Et

ETFs
4.67K
+ 55.76%
$78.98 - $90.1 $369K - $421K
13K $1.18M
FDX
Fedex Corp

Industrials
2.07K
New
$198.07 - $245.17 $410K - $508K
2.07K $470K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.93K
New
$81.46 - $94.63 $401K - $466K
4.93K $466K
SYK
Stryker Corp

Healthcare
1.17K
New
$337.37 - $395.63 $395K - $464K
1.17K $463K
HYLB
Xtrackers Usd High Yield Corp

ETFs
12.2K
+ 110.06%
$34.72 - $36.92 $423K - $450K
23.3K $858K
SPGI
S&P Global Inc.

Financial Services
847
+ 132.97%
$438.31 - $527.29 $371K - $447K
1.48K $782K
SHW
Sherwin Williams CO

Basic Materials
1.33K
New
$313.51 - $363.51 $418K - $485K
1.33K $458K
MCK
Mckesson Corp

Healthcare
626
New
$652.83 - $732.78 $409K - $459K
626 $458K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
5.84K
+ 207.91%
N/A
8.65K $646K
BEN
Franklin Resources Inc

Financial Services
18.3K
New
$16.66 - $23.85 $304K - $435K
18.3K $435K
CHT
Chunghwa Telecom CO LTD

Communication Services
9.29K
New
$37.72 - $46.87 $351K - $436K
9.29K $433K
O
Realty Income Corp

Real Estate
7.51K
New
$52.27 - $58.52 $393K - $440K
7.51K $432K
VST
Vistra Corp.

Utilities
2.23K
New
$98.07 - $195.04 $219K - $435K
2.23K $432K
AXP
American Express CO

Financial Services
1.2K
+ 123.92%
$231.39 - $318.98 $278K - $383K
2.17K $692K
BIIB
Biogen Inc.

Healthcare
3.42K
New
$113.38 - $135.49 $388K - $464K
3.42K $430K
NTRS
Northern Trust Corp

Financial Services
2.54K
+ 66.48%
$84.45 - $126.79 $215K - $322K
6.37K $807K
DD
Du Pont De Nemours, Inc.

Basic Materials
6.54K
+ 195.22%
$55.13 - $75.25 $360K - $492K
9.88K $677K
CAH
Cardinal Health Inc

Healthcare
2.53K
New
$125.0 - $168.0 $316K - $425K
2.53K $425K
MRVL
Marvell Technology, Inc.

Technology
5.49K
New
$49.38 - $79.97 $271K - $439K
5.49K $424K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
13.5K
New
$28.35 - $31.3 $381K - $421K
13.5K $421K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7.49K
New
$45.98 - $56.15 $344K - $421K
7.49K $420K
TD
Toronto Dominion Bank

Financial Services
5.65K
New
$55.71 - $73.45 $315K - $415K
5.65K $415K
AMT
American Tower Corp

Real Estate
1.88K
New
$203.96 - $228.19 $383K - $428K
1.88K $414K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.08K
+ 8.21%
$29.52 - $35.31 $209K - $250K
93.3K $3.29M
ING
Ing Groep Nv

Financial Services
18.9K
New
$16.62 - $21.98 $313K - $414K
18.9K $412K
IXUS
Ishares Tr

ETFs
867
+ 1.79%
$62.37 - $77.63 $54.1K - $67.3K
49.4K $3.82M
ETR
Entergy Corp

Utilities
4.91K
New
$79.01 - $86.61 $388K - $426K
4.91K $408K
NRG
Nrg Energy, Inc.

Utilities
2.54K
New
$83.61 - $162.67 $212K - $413K
2.54K $407K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
4.83K
New
$73.0 - $85.5 $352K - $413K
4.83K $405K
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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