Simplicity Wealth,Llc Purchases in Q1 2025

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
1.31K
New
$167.82 - $208.28 $220K - $273K
1.31K $223K
WMB
Williams Companies, Inc.

Energy
3.73K
New
$54.02 - $61.09 $201K - $228K
3.73K $222K
ISMD
Northern Lts Fd Tr Iv

ETFs
6.51K
New
$33.87 - $38.9 $220K - $253K
6.51K $222K
SNY
Sanofi

Healthcare
3.98K
New
$48.15 - $59.42 $192K - $236K
3.98K $220K
CCL
Carnival Corp

Consumer Cyclical
11.2K
New
$19.08 - $28.49 $214K - $320K
11.2K $219K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.87K
New
$25.81 - $28.52 $203K - $224K
7.87K $217K
DFIV
Dimensional ETF Tr

ETFs
4.56K
+ 54.94%
$35.33 - $40.77 $161K - $186K
12.9K $510K
BP
Bp PLC

Energy
6.33K
New
$29.93 - $35.31 $189K - $224K
6.33K $213K
AEP
American Electric Power CO Inc

Utilities
1.95K
New
$90.32 - $109.27 $176K - $214K
1.95K $213K
TTE
Total Energies Se

Energy
3.1K
New
N/A
3.1K $212K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.14K
New
$22.46 - $23.26 $205K - $213K
9.14K $211K
IWB
Ishares Tr Russell 1000 ETF

ETFs
760
+ 61.34%
$302.31 - $337.54 $230K - $257K
2K $609K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
331
New
$634.14 - $744.83 $210K - $247K
331 $209K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.32K
+ 94.2%
$168.84 - $202.89 $222K - $267K
2.71K $476K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.7K
New
$28.11 - $32.0 $188K - $214K
6.7K $206K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.55K
New
$80.53 - $147.57 $125K - $229K
1.55K $205K
USB
Us Bancorp \De\

Financial Services
4.86K
New
$40.92 - $50.9 $199K - $248K
4.86K $205K
CB
Chubb LTD

Financial Services
676
New
$257.71 - $301.99 $174K - $204K
676 $204K
MS
Morgan Stanley

Financial Services
1.74K
New
$111.68 - $141.08 $194K - $245K
1.74K $203K
RL
Ralph Lauren Corp

Consumer Cyclical
919
New
$215.68 - $286.74 $198K - $264K
919 $202K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
4.63K
New
$42.36 - $43.8 $196K - $203K
4.63K $200K
MFC
Manulife Financial Corp

Financial Services
6.44K
New
$28.41 - $31.82 $183K - $205K
6.44K $200K
AGL
Agilon Health, Inc.

Healthcare
43K
New
$1.92 - $4.61 $82.6K - $198K
43K $186K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.53K
+ 61.76%
$165.25 - $224.62 $253K - $344K
4.02K $666K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.44K
+ 21.31%
$57.21 - $65.8 $254K - $292K
25.3K $1.47M
TDUP
Thred Up Inc.

Consumer Cyclical
64.9K
New
$1.28 - $2.97 $83K - $193K
64.9K $167K
RC
Ready Capital Corp

Real Estate
30K
New
$4.9 - $7.05 $147K - $212K
30K $152K
FIS
Fidelity National Information Services, Inc.

Technology
2.1K
+ 61.01%
$68.12 - $83.42 $143K - $175K
5.53K $412K
CRCT
Cricut, Inc.

Technology
26K
New
$5.13 - $6.01 $133K - $156K
26K $133K
TMO
Thermo Fisher Scientific Inc.

Healthcare
306
+ 26.7%
$497.6 - $606.74 $152K - $186K
1.45K $722K
F
Ford Motor CO

Consumer Cyclical
11.4K
+ 59.38%
$9.12 - $10.43 $104K - $119K
30.6K $307K
USFR
Wisdomtree Floating Rate Treas

ETFs
2.22K
+ 33.48%
$50.29 - $50.5 $111K - $112K
8.83K $444K
SSRM
Ssr Mining Inc.

Basic Materials
10.9K
New
$7.06 - $11.21 $76.9K - $122K
10.9K $109K
XLI
Industrial Sector Spdr

ETFs
807
+ 22.91%
$128.78 - $141.67 $104K - $114K
4.33K $563K
HCA
Hca Healthcare, Inc.

Healthcare
171
+ 22.44%
$296.7 - $345.55 $50.7K - $59.1K
933 $322K
KEX
Kirby Corp

Industrials
1.17K
+ 19.07%
$95.1 - $112.81 $111K - $132K
7.32K $739K
CMPX
Compass Therapeutics, Inc.

Healthcare
46.5K
New
$1.4 - $3.9 $65.2K - $182K
46.5K $88K
MPC
Marathon Petroleum Corp

Energy
444
+ 16.03%
$134.72 - $159.03 $59.8K - $70.6K
3.21K $468K
LKQ
Lkq Corp

Consumer Cyclical
22
+ 0.16%
$36.24 - $44.05 $797 - $969
14K $593K
MET
Metlife Inc

Financial Services
1.12K
+ 18.24%
$77.7 - $87.0 $86.9K - $97.3K
7.25K $581K
PAYC
Paycom Software, Inc.

Technology
283
+ 24.78%
$199.42 - $225.82 $56.4K - $63.9K
1.43K $311K
UGP
Ultrapar Holdings Inc

Energy
22.3K
New
$2.56 - $3.2 $57.2K - $71.5K
22.3K $68K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
30.5K
New
$2.21 - $6.13 $67.4K - $187K
30.5K $67K
NTRS
Northern Trust Corp

Financial Services
748
+ 24.31%
$96.09 - $113.81 $71.9K - $85.1K
3.83K $377K
MNST
Monster Beverage Corp

Consumer Defensive
570
+ 14.57%
$46.16 - $58.58 $26.3K - $33.4K
4.48K $262K
MNTK
Montauk Renewables, Inc.

Utilities
26.9K
New
$2.07 - $4.94 $55.7K - $133K
26.9K $56K
CI
Cigna Corp

Healthcare
48
+ 6.37%
$274.49 - $329.0 $13.2K - $15.8K
802 $263K
OSUR
Orasure Technologies Inc

Healthcare
15.8K
New
$3.06 - $4.11 $48.4K - $65K
15.8K $54K
BK
Bank Of New York Mellon Corp

Financial Services
285
+ 6.66%
$75.42 - $88.95 $21.5K - $25.4K
4.56K $382K
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
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email