Simplicity Wealth,Llc Purchases in Q1 2025

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
119
+ 8.55%
$142.8 - $176.36 $17K - $21K
1.51K $260K
JRVR
James River Group Holdings, Ltd.

Financial Services
12.1K
New
$3.51 - $5.02 $42.3K - $60.5K
12.1K $50K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
30.3K
New
$1.41 - $4.58 $42.8K - $139K
30.3K $44K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.11K
+ 5.57%
$30.73 - $32.26 $64.7K - $67.9K
39.9K $1.23M
ZTS
Zoetis Inc.

Healthcare
238
+ 16.18%
$156.48 - $175.67 $37.2K - $41.8K
1.71K $281K
EGY
Vaalco Energy Inc

Energy
10.6K
New
$3.71 - $4.74 $39.2K - $50.1K
10.6K $39K
VLO
Valero Energy Corp

Energy
27
+ 0.95%
$121.76 - $142.99 $3.29K - $3.86K
2.86K $377K
NVTS
Navitas Semiconductor Corp

Technology
12.9K
New
$1.83 - $4.25 $23.5K - $54.6K
12.9K $26K
BBD
Bank Bradesco

Financial Services
11.7K
New
$1.85 - $2.32 $21.7K - $27.2K
11.7K $26K
RAPT
Rapt Therapeutics, Inc.

Healthcare
20.3K
New
$1.05 - $1.72 $21.3K - $34.9K
20.3K $24K
CTSH
Cognizant Technology Solutions Corp

Technology
316
+ 10.98%
$75.32 - $90.7 $23.8K - $28.7K
3.19K $244K
CBRE
Cbre Group, Inc.

Real Estate
176
+ 9.3%
$121.79 - $147.13 $21.4K - $25.9K
2.07K $270K
HLN
Haleon PLC

Healthcare
1.14K
+ 7.91%
$9.02 - $10.67 $10.2K - $12.1K
15.5K $158K
TIP
Ishares Tr Tips Bd ETF

ETFs
62
+ 2.06%
$106.22 - $111.09 $6.59K - $6.89K
3.07K $340K
SAVA
Cassava Sciences Inc

Healthcare
12.9K
New
$1.5 - $3.02 $19.3K - $38.9K
12.9K $19K
PLD
Prologis, Inc.

Real Estate
37
+ 1.85%
$103.59 - $124.04 $3.83K - $4.59K
2.03K $227K
GLDG
Gold Mining Inc.

Basic Materials
20K
New
$0.77 - $0.9 $15.4K - $18K
20K $16K
REI
Ring Energy, Inc.

Energy
12.1K
New
$1.09 - $1.51 $13.2K - $18.3K
12.1K $13K
VTYX
Ventyx Biosciences, Inc.

Healthcare
12.1K
New
$1.15 - $2.52 $13.9K - $30.6K
12.1K $13K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
179
+ 17.94%
$203.38 - $274.79 $36.4K - $49.2K
1.18K $241K
IAUX
I 80 Gold Corp.
16.6K
New
$0.53 - $0.83 $8.79K - $13.8K
16.6K $10K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
20.4K
New
$0.29 - $0.96 $5.93K - $19.6K
20.4K $9K
VERU
Veru Inc.

Healthcare
13.5K
New
$0.45 - $1.28 $6.08K - $17.3K
13.5K $6K
SES
Ses Ai Corp

Consumer Cyclical
10.4K
New
$0.4 - $2.25 $4.15K - $23.4K
10.4K $5K
ASML
Asml Holding Nv

Technology
21
+ 5.95%
$662.63 - $776.99 $13.9K - $16.3K
374 $247K
Kraneshares Trust
78.9K
New
N/A
78.9K $0
Sable Offshore Corp
13.2K
New
N/A
13.2K $0
Blackrock ETF Trust Ii
50.4K
New
N/A
50.4K $0
John Hancock Exchange Traded
8.36K
New
N/A
8.36K $0
Dimensional ETF Trust
52K
New
N/A
52K $0
CGMU
Capital Group Core Plus Income
74.5K
New
N/A
74.5K $0
Dimensional ETF Trust
73.3K
New
N/A
73.3K $0
Northern Lts Fd Tr Iv
1.02K
New
N/A
1.02K $0
Two Hbrs Invt Corp
168K
New
N/A
168K $0
Reddit Inc
20.8K
New
N/A
20.8K $0
Annaly Capital Management In
107K
New
N/A
107K $0
Armour Residential Reit Inc
117K
New
N/A
117K $0
Linde PLC
1.49K
+ 127.92%
N/A
2.65K $0
Grayscale Ethereum Mini Tr E
87.6K
New
N/A
87.6K $0
Arm Holdings PLC
12.3K
New
N/A
12.3K $0
First Tr Exchange Traded Fd
10.5K
New
N/A
10.5K $0
American Centy ETF Tr
77.4K
New
N/A
77.4K $0
Invesco Actively Managed Exc
11.9K
New
N/A
11.9K $0
Dimensional ETF Trust
26.6K
New
N/A
26.6K $0
Zacks Trust
23K
New
N/A
23K $0
Capital Grp Fixed Incm ETF T
25.8K
New
N/A
25.8K $0
Grayscale Ethereum Trust ETF
35.2K
New
N/A
35.2K $0
DD
Du Pont De Nemours, Inc.

Basic Materials
60
+ 1.82%
$72.7 - $84.32 $4.36K - $5.06K
3.35K $250K
Capital Group Dividend Growe
17K
New
N/A
17K $0
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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