Simplicity Wealth,Llc Incresed Positions in Q3 2025

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BOTZ
Global X Fds

ETFs
4.75K
+ 43.18%
$32.14 - $35.96 $153K - $171K
15.7K $557K
NTRS
Northern Trust Corp

Financial Services
878
+ 13.79%
$123.6 - $134.6 $109K - $118K
7.25K $975K
GM
General Motors CO

Consumer Cyclical
1.36K
+ 19.55%
$48.89 - $61.24 $66.7K - $83.5K
8.34K $508K
PSX
Phillips 66

Energy
641
+ 14.3%
$118.37 - $139.46 $75.9K - $89.4K
5.13K $697K
IWB
Ishares Tr Russell 1000 ETF

ETFs
241
+ 8.78%
$339.37 - $366.46 $81.8K - $88.3K
2.99K $1.09M
XLI
Industrial Sector Spdr

ETFs
801
+ 16.35%
$147.94 - $154.99 $118K - $124K
5.7K $879K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.21K
+ 24.56%
$94.17 - $99.95 $114K - $121K
6.14K $613K
JBL
Jabil Inc

Technology
660
+ 55.28%
$202.08 - $234.45 $133K - $155K
1.85K $402K
SAP
Sap Se

Technology
642
+ 57.63%
$252.42 - $311.93 $162K - $200K
1.76K $469K
COF
Capital One Financial Corp

Financial Services
611
+ 17.71%
$207.29 - $229.74 $127K - $140K
4.06K $863K
IWR
Ishares Russell Mid Cap ETF

ETFs
435
+ 3.16%
$92.26 - $97.51 $40.1K - $42.4K
14.2K $1.37M
LHX
L3 Harris Technologies, Inc.

Industrials
101
+ 7.98%
$252.18 - $305.41 $25.5K - $30.8K
1.37K $417K
HPE
Hewlett Packard Enterprise CO

Technology
1.08K
+ 6.78%
$19.81 - $25.24 $21.4K - $27.3K
17K $418K
RL
Ralph Lauren Corp

Consumer Cyclical
105
+ 8.29%
$272.1 - $320.75 $28.6K - $33.7K
1.37K $429K
PWR
Quanta Services, Inc.

Industrials
34
+ 2.47%
$372.29 - $421.68 $12.7K - $14.3K
1.41K $584K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
3
+ 0.02%
$32.53 - $35.69 $97.6 - $107
19.5K $691K
MNST
Monster Beverage Corp

Consumer Defensive
45
+ 0.51%
$58.65 - $67.31 $2.64K - $3.03K
8.92K $600K
CBRE
Cbre Group, Inc.

Real Estate
111
+ 7.04%
$137.04 - $165.9 $15.2K - $18.4K
1.69K $265K
NOG
Northern Oil & Gas, Inc.

Energy
3.31K
+ 24.61%
$23.13 - $31.07 $76.6K - $103K
16.8K $415K
USFR
Wisdomtree Floating Rate Treas

ETFs
511
+ 5.17%
$50.23 - $50.48 $25.7K - $25.8K
10.4K $522K
NVO
Novo Nordisk A S

Healthcare
992
+ 28.98%
$45.38 - $71.7 $45K - $71.1K
4.42K $244K
EXR
Extra Space Storage Inc.

Real Estate
100
+ 6.94%
$134.36 - $152.88 $13.4K - $15.3K
1.54K $217K
LKQ
Lkq Corp

Consumer Cyclical
3.09K
+ 22.15%
$29.24 - $39.21 $90.3K - $121K
17K $519K
Capital Group Core Balanced
1.89K
+ 29.48%
N/A
8.29K $0
Ferguson Enterprises Inc
1.2K
+ 63.96%
N/A
3.08K $0
First Tr Exchange Traded Fd
273
+ 2.06%
N/A
13.5K $0
Blackrock Inc
149
+ 27.09%
N/A
699 $0
Ishares Bitcoin Trust ETF
35.3K
+ 67.75%
N/A
87.4K $0
Blackrock ETF Trust
15.4K
+ 27.87%
N/A
70.5K $0
CTSH
Cognizant Technology Solutions Corp

Technology
381
+ 8.46%
$66.67 - $80.98 $25.4K - $30.9K
4.88K $327K
TWLO
Twilio Inc

Communication Services
231
+ 12.12%
$92.44 - $132.7 $21.4K - $30.7K
2.14K $213K
HLN
Haleon PLC

Healthcare
918
+ 2.19%
$8.72 - $10.35 $8K - $9.5K
42.9K $384K
Activity Summary
Buys All Purchases 244 New Holdings 161 Increased Positions 83 Sells All Sells 442 Reductions 442 Sold out 0 Options Calls 0 Puts 0
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