Simplicity Wealth,Llc Incresed Positions in Q1 2025

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
16K
+ 440.41%
$114.1 - $135.66 $1.82M - $2.16M
19.6K $2.59M
VTV
Vanguard Value ETF

ETFs
12.5K
+ 294.62%
$167.73 - $179.21 $2.1M - $2.25M
16.8K $2.87M
AVGO
Broadcom Inc.

Technology
15.2K
+ 240.18%
$167.43 - $244.7 $2.55M - $3.72M
21.5K $3.61M
IWP
Ishares Russell Mid Cap Growth

ETFs
17.7K
+ 577.2%
$114.9 - $139.6 $2.03M - $2.47M
20.8K $2.44M
ACN
Accenture PLC

Technology
6.65K
+ 404.44%
$300.91 - $398.25 $2M - $2.65M
8.3K $2.59M
HYG
Ishares Tr

ETFs
25.2K
+ 167.26%
$78.51 - $80.11 $1.98M - $2.02M
40.3K $3.18M
CVX
Chevron Corp

Energy
11K
+ 179.97%
$146.71 - $167.97 $1.62M - $1.85M
17.2K $2.87M
WLTG
ETF Opportunities Tr Wealthtru

ETFs
75.4K
+ 54.91%
$27.86 - $31.27 $2.1M - $2.36M
213K $5.99M
MA
Mastercard Inc

Financial Services
3.51K
+ 140.93%
$504.67 - $576.31 $1.77M - $2.02M
6K $3.29M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
10.1K
+ 112.29%
$196.12 - $229.48 $1.98M - $2.31M
19K $3.83M
GLD
Spdr Gold Trust

ETFs
6.02K
+ 192.8%
$243.19 - $288.14 $1.46M - $1.73M
9.14K $2.63M
GOOG
Alphabet Inc.

Communication Services
15.1K
+ 92.49%
$156.06 - $207.71 $2.36M - $3.14M
31.4K $4.91M
IDEV
Ishares Core Msci Intl Develop

ETFs
18.4K
+ 19.03%
$63.77 - $71.36 $1.17M - $1.31M
115K $7.97M
IEF
Ishares Barclays

ETFs
18K
+ 145.49%
$91.17 - $95.39 $1.64M - $1.71M
30.3K $2.88M
SHOP
Shopify Inc.

Technology
19K
+ 230.83%
$90.59 - $129.31 $1.72M - $2.46M
27.3K $2.6M
ADP
Automatic Data Processing Inc

Industrials
5.5K
+ 151.27%
$286.85 - $318.64 $1.58M - $1.75M
9.13K $2.79M
NFLX
Netflix Inc

Communication Services
1.71K
+ 86.83%
$828.4 - $1058.6 $1.41M - $1.81M
3.68K $3.43M
VEA
Vanguard Ftse Developed Market

ETFs
31.1K
+ 259.83%
$47.4 - $52.99 $1.48M - $1.65M
43.1K $2.21M
XLK
Technology Sector Spdr

ETFs
8.57K
+ 163.36%
$206.38 - $242.18 $1.77M - $2.08M
13.8K $2.85M
MDT
Medtronic PLC

Healthcare
17.6K
+ 399.48%
$79.84 - $94.5 $1.41M - $1.66M
22K $1.98M
IAU
Ishares Gold Trust

ETFs
21K
+ 59.3%
$49.74 - $58.96 $1.05M - $1.24M
56.5K $3.33M
XLC
Select Sector Spdr Tr Communic

ETFs
16.5K
+ 162.49%
$94.84 - $105.31 $1.56M - $1.74M
26.6K $2.55M
LMT
Lockheed Martin Corp

Industrials
3.61K
+ 239.85%
$423.19 - $506.29 $1.53M - $1.83M
5.11K $2.28M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
45.3K
+ 95.14%
$24.11 - $28.41 $1.09M - $1.29M
93K $2.64M
MCD
Mcdonalds Corp

Consumer Cyclical
4.68K
+ 231.99%
$279.74 - $321.29 $1.31M - $1.5M
6.69K $2.09M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
30.2K
+ 143.74%
$49.25 - $50.66 $1.49M - $1.53M
51.2K $2.54M
VUG
Vanguard Growth ETF

ETFs
4.2K
+ 218.94%
$369.1 - $427.61 $1.55M - $1.79M
6.11K $2.26M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5.7K
+ 399.93%
$208.48 - $244.03 $1.19M - $1.39M
7.13K $1.74M
ABT
Abbott Laboratories

Healthcare
9.51K
+ 115.2%
$111.1 - $140.22 $1.06M - $1.33M
17.8K $2.36M
JNK
Spdr Bloomberg High Yield Bond

ETFs
14.8K
+ 281.07%
$94.86 - $97.12 $1.4M - $1.44M
20.1K $1.91M
DFUS
Dimensional ETF Tr U S Equity

ETFs
23.5K
+ 579.61%
$59.61 - $66.71 $1.4M - $1.57M
27.6K $1.66M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.1K
+ 24.12%
$64.88 - $72.1 $1.76M - $1.95M
139K $9.11M
CMCSA
Comcast Corp

Communication Services
35.9K
+ 446.02%
$33.19 - $38.23 $1.19M - $1.37M
43.9K $1.62M
UNP
Union Pacific Corp

Industrials
5.29K
+ 202.68%
$225.21 - $254.42 $1.19M - $1.35M
7.9K $1.87M
COIN
Coinbase Global, Inc.

Technology
8.2K
+ 383.85%
$172.23 - $301.3 $1.41M - $2.47M
10.3K $1.78M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3.99K
+ 148.92%
$333.37 - $384.99 $1.33M - $1.54M
6.67K $2.22M
QCOM
Qualcomm Inc

Technology
7.82K
+ 282.38%
$151.94 - $175.86 $1.19M - $1.38M
10.6K $1.63M
VNQ
Vanguard Specialized Funds Van

ETFs
13.2K
+ 239.85%
$85.55 - $94.34 $1.13M - $1.24M
18.6K $1.67M
DIS
Walt Disney CO

Communication Services
12.3K
+ 252.63%
$96.87 - $114.0 $1.19M - $1.4M
17.1K $1.69M
CL
Colgate Palmolive CO

Consumer Defensive
12K
+ 393.09%
$85.68 - $97.5 $1.03M - $1.17M
15.1K $1.41M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
13.2K
+ 150.99%
$81.83 - $82.73 $1.08M - $1.09M
22K $1.82M
IEFA
Ishares Tr

ETFs
10.8K
+ 37.9%
$69.57 - $78.65 $755K - $853K
39.5K $3.02M
VDE
Vanguard Energy ETF

ETFs
7.58K
+ 379.05%
$119.14 - $132.76 $903K - $1.01M
9.58K $1.23M
IWM
Ishares Russell 2000 ETF

ETFs
5.3K
+ 139.39%
$198.1 - $229.79 $1.05M - $1.22M
9.1K $1.82M
CRM
Salesforce, Inc.

Technology
4.02K
+ 260.77%
$268.36 - $359.95 $1.08M - $1.45M
5.56K $1.49M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.1K
+ 251.64%
$71.17 - $73.66 $929K - $962K
18.3K $1.34M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9.69K
+ 115.6%
$87.68 - $94.52 $849K - $916K
18.1K $1.68M
SBUX
Starbucks Corp

Consumer Cyclical
9.11K
+ 383.75%
$91.75 - $115.81 $836K - $1.06M
11.5K $1.12M
HON
Honeywell International Inc

Industrials
4.44K
+ 134.58%
$202.75 - $226.52 $900K - $1.01M
7.73K $1.64M
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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