Simplicity Wealth,Llc Incresed Positions in Q3 2024

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SNEX
Stone X Group Inc.

Financial Services
1.12K
+ 17.51%
$73.76 - $84.42 $82.5K - $94.5K
7.51K $615K
WDIV
Spdr S&P Global Dividend ETF

ETFs
1.47K
+ 32.59%
$59.25 - $67.03 $86.9K - $98.3K
5.96K $397K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
4.32K
+ 36.89%
$22.11 - $24.64 $95.4K - $106K
16K $390K
IDCC
Inter Digital, Inc.

Communication Services
69
+ 1.49%
$116.28 - $141.69 $8.02K - $9.78K
4.7K $665K
EMB
Ishares Tr

ETFs
419
+ 2.49%
$87.75 - $93.74 $36.8K - $39.3K
17.2K $1.61M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.13K
+ 10.16%
$62.4 - $62.4 $133K - $133K
23.1K $1.44M
GMS
Gms Inc.

Industrials
293
+ 3.47%
$78.17 - $96.23 $22.9K - $28.2K
8.74K $791K
FNDF
Schwab Fundamental Intl Large

ETFs
1.87K
+ 16.37%
$33.67 - $37.71 $62.9K - $70.4K
13.3K $496K
DOCU
Docusign, Inc.

Technology
52
+ 0.51%
$49.73 - $62.53 $2.59K - $3.25K
10.2K $635K
DIV
Global X Superdividend Us ETF

ETFs
5.1K
+ 34.24%
$17.18 - $17.18 $87.5K - $87.5K
20K $343K
KFY
Korn Ferry

Industrials
283
+ 4.83%
$64.17 - $75.61 $18.2K - $21.4K
6.15K $462K
TIGO
Millicom International Cellular Sa

Communication Services
600
+ 3.43%
$24.2 - $28.65 $14.5K - $17.2K
18.1K $490K
WTFC
Wintrust Financial Corp

Financial Services
11
+ 0.22%
$96.43 - $111.89 $1.06K - $1.23K
5.01K $544K
RNG
Ring Central, Inc.

Technology
324
+ 2.99%
$27.72 - $35.26 $8.98K - $11.4K
11.2K $353K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
294
+ 4.36%
$55.51 - $61.51 $16.3K - $18.1K
7.03K $428K
IAI
Ishares Tr Us Broker Dealers &

ETFs
84
+ 3.33%
$115.73 - $128.74 $9.72K - $10.8K
2.6K $334K
MBOX
Ea Series Trust Freedom Day Di

ETFs
5
+ 0.03%
$31.45 - $34.15 $157 - $171
14.3K $486K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.67K
+ 16.39%
$12.67 - $14.36 $33.9K - $38.4K
19K $255K
SCHP
Schwab Strategic Us Tips ETF

ETFs
314
+ 6.68%
$51.58 - $53.79 $16.2K - $16.9K
5.02K $269K
TDIV
First Trust Nasdaq Technology

ETFs
5
+ 0.1%
$70.51 - $81.07 $353 - $405
4.77K $383K
KEX
Kirby Corp

Industrials
24
+ 0.39%
$107.57 - $129.59 $2.58K - $3.11K
6.11K $747K
GBIL
Goldman Sachs Access Treasury

ETFs
169
+ 7.33%
$99.7 - $100.3 $16.8K - $17K
2.47K $248K
FV
First Trust Dorsey Wright Focu

ETFs
191
+ 2.56%
$51.35 - $59.82 $9.81K - $11.4K
7.65K $445K
USFR
Wisdomtree Floating Rate Treas

ETFs
311
+ 5.46%
$50.2 - $50.48 $15.6K - $15.7K
6.01K $301K
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
78
+ 0.64%
$9.83 - $10.9 $767 - $850
12.2K $129K
CRUS
Cirrus Logic, Inc.

Technology
260
+ 3.54%
$112.86 - $145.69 $29.3K - $37.9K
7.6K $943K
PULS
Pgim ETF Tr

ETFs
24
+ 0.56%
$49.47 - $49.8 $1.19K - $1.2K
4.31K $214K
Perion Network LTD
565
+ 4.05%
N/A
14.5K $0
LE
Lands' End, Inc.

Consumer Cyclical
700
+ 2.55%
$13.26 - $13.26 $9.28K - $9.28K
28.2K $373K
PLW
Invesco 1 30 Laddered Treasury

ETFs
56.2K
+ 42.77%
N/A
188K $0
ETF Opportunities Trust
4.49K
+ 2.51%
N/A
184K $0
Blackrock ETF Trust Ii
14.9K
+ 43.82%
N/A
48.9K $0
Waldencast PLC
62.1K
+ 416.21%
N/A
77.1K $0
VTYX
Ventyx Biosciences, Inc.

Healthcare
152
+ 0.68%
$1.85 - $3.2 $281 - $486
22.5K $49K
SPH
Suburban Propane Partners LP

Utilities
936
+ 4.25%
$16.66 - $19.3 $15.6K - $18.1K
23K $411K
GSL
Global Ship Lease, Inc.

Industrials
505
+ 3.21%
$22.94 - $29.25 $11.6K - $14.8K
16.2K $433K
SWKS
Skyworks Solutions, Inc.

Technology
202
+ 3.8%
$96.22 - $120.68 $19.4K - $24.4K
5.51K $544K
FMF
First Trust Managed Futures St

ETFs
1
+ 0.0%
$47.09 - $49.74 $47.1 - $49.7
20.2K $957K
PARR
Par Pacific Holdings, Inc.

Energy
923
+ 6.62%
$17.29 - $26.55 $16K - $24.5K
14.9K $261K
AVGO
Broadcom Inc.

Technology
894
+ 5.59%
$136.27 - $1745.86 $122K - $1.56M
16.9K $2.91M
Activity Summary
Buys All Purchases 120 New Holdings 29 Increased Positions 91 Sells All Sells 360 Reductions 360 Sold out 0 Options Calls 0 Puts 0
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