Simplicity Wealth,Llc Purchases in Q2 2025

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.41K
New
$60.34 - $74.89 $326K - $405K
5.41K $404K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4K
New
$90.85 - $102.31 $364K - $409K
4K $403K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
9.78K
New
$36.35 - $41.07 $356K - $402K
9.78K $401K
FTGC
First Trust Global Tactical CO

ETFs
16.4K
+ 136.16%
$23.09 - $25.91 $379K - $426K
28.5K $703K
TTE
Total Energies Se

Energy
5.71K
+ 184.56%
N/A
8.81K $604K
MBSD
Flexshares Tr Disciplined Dura

ETFs
18.3K
+ 103.04%
$20.29 - $20.82 $371K - $380K
36K $745K
CB
Chubb LTD

Financial Services
1.32K
+ 194.67%
$274.32 - $302.46 $361K - $398K
1.99K $577K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.43K
+ 17.54%
$51.16 - $62.02 $227K - $275K
29.7K $1.84M
TJX
Tjx Companies Inc

Consumer Cyclical
2.96K
+ 74.49%
$119.13 - $135.03 $352K - $399K
6.93K $855K
HCA
Hca Healthcare, Inc.

Healthcare
865
+ 92.71%
$317.61 - $387.52 $275K - $335K
1.8K $688K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
15.1K
+ 164.92%
$22.68 - $23.28 $342K - $351K
24.2K $560K
BC
Brunswick Corp

Consumer Cyclical
6.3K
New
$41.93 - $58.37 $264K - $368K
6.3K $347K
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.03K
New
$136.63 - $176.62 $278K - $359K
2.03K $343K
GM
General Motors CO

Consumer Cyclical
6.98K
New
$42.48 - $50.46 $296K - $352K
6.98K $343K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.08K
+ 121.08%
$79.56 - $82.92 $324K - $338K
7.45K $617K
ABC
Amerisourcebergen Corp

Healthcare
1.85K
New
N/A
1.85K $342K
CAT
Caterpillar Inc

Industrials
180
+ 3.87%
$273.94 - $388.21 $49.3K - $69.9K
4.83K $1.87M
CSL
Carlisle Companies Inc

Industrials
908
New
$317.1 - $408.5 $288K - $371K
908 $339K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
10K
+ 60.65%
$21.8 - $27.71 $218K - $277K
26.5K $729K
TIP
Ishares Tr Tips Bd ETF

ETFs
2.99K
+ 97.27%
$107.93 - $110.97 $323K - $332K
6.06K $667K
NDAQ
Nasdaq, Inc.

Financial Services
3.18K
+ 104.88%
$66.4 - $89.42 $211K - $284K
6.21K $555K
IWB
Ishares Tr Russell 1000 ETF

ETFs
745
+ 37.27%
$272.36 - $339.57 $203K - $253K
2.74K $931K
ECL
Ecolab Inc.

Basic Materials
1.13K
+ 103.69%
$225.65 - $270.95 $254K - $305K
2.21K $595K
GD
General Dynamics Corp

Industrials
1.03K
+ 125.79%
$247.68 - $291.66 $256K - $302K
1.86K $541K
LHX
L3 Harris Technologies, Inc.

Industrials
1.27K
New
$200.21 - $256.99 $253K - $325K
1.27K $317K
COCO
Vita Coco Company, Inc.

Consumer Defensive
7.17K
+ 68.85%
$27.0 - $37.18 $194K - $267K
17.6K $634K
WDIV
Spdr S&P Global Dividend ETF

ETFs
4.01K
+ 67.12%
$59.84 - $71.44 $240K - $286K
9.98K $704K
PHYS
Sprott Physical Gold Trust

Financial Services
10.3K
+ 25.02%
$22.82 - $26.29 $235K - $271K
51.5K $1.31M
EBAY
Ebay Inc

Consumer Cyclical
4.19K
New
$59.52 - $79.36 $249K - $332K
4.19K $311K
KEX
Kirby Corp

Industrials
1.89K
+ 25.75%
$87.32 - $114.99 $165K - $217K
9.2K $1.04M
PANW
Palo Alto Networks Inc

Technology
1.26K
+ 96.04%
$152.44 - $204.64 $192K - $258K
2.57K $526K
CLH
Clean Harbors Inc

Industrials
835
+ 27.42%
$182.1 - $233.5 $152K - $195K
3.88K $896K
MNST
Monster Beverage Corp

Consumer Defensive
4.39K
+ 97.95%
$55.01 - $64.24 $241K - $282K
8.87K $555K
AFL
Aflac Inc

Financial Services
2.86K
+ 138.99%
$99.77 - $112.45 $285K - $321K
4.92K $518K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
14.2K
+ 100.0%
$19.58 - $19.93 $278K - $283K
28.4K $565K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
10.3K
+ 103.46%
$21.9 - $25.54 $227K - $264K
20.4K $519K
TPR
Tapestry, Inc.

Consumer Cyclical
3.18K
New
$60.6 - $87.81 $193K - $279K
3.18K $278K
HLN
Haleon PLC

Healthcare
26.5K
+ 170.93%
$9.27 - $11.41 $245K - $302K
41.9K $434K
SPSB
Spdr Portfolio Short Term Corp

ETFs
9.09K
+ 119.13%
$29.82 - $30.19 $271K - $274K
16.7K $504K
TDIV
First Trust Nasdaq Technology

ETFs
3.02K
New
$64.41 - $90.17 $195K - $272K
3.02K $272K
PWR
Quanta Services, Inc.

Industrials
385
+ 38.81%
$239.47 - $381.26 $92.2K - $147K
1.38K $520K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
6.04K
+ 36.05%
$27.43 - $34.32 $166K - $207K
22.8K $780K
JBL
Jabil Inc

Technology
1.19K
New
$116.88 - $218.1 $140K - $260K
1.19K $260K
WMB
Williams Companies, Inc.

Energy
3.92K
+ 105.04%
$54.33 - $62.87 $213K - $246K
7.65K $480K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.25K
New
$82.32 - $112.47 $185K - $253K
2.25K $252K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.23K
+ 65.35%
$53.69 - $67.27 $173K - $217K
8.17K $549K
SHEL
Shell PLC

Energy
3.89K
+ 39.89%
$59.75 - $73.05 $232K - $284K
13.6K $959K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.33K
+ 2637.5%
$87.84 - $1441.89 $556K - $9.13M
6.57K $592K
ADP
Automatic Data Processing Inc

Industrials
704
+ 7.71%
$276.76 - $326.81 $195K - $230K
9.84K $3.03M
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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