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
LOW
Lowes Companies Inc

Consumer Cyclical
4.17K
+ 66.15%
$222.66 - $268.42 $929K - $1.12M
10.5K $2.45M
RDVY
First Trust Rising Dividend Ac

ETFs
14.5K
+ 308.18%
$57.22 - $63.39 $828K - $918K
19.2K $1.11M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.9K
+ 105.31%
$56.17 - $59.71 $839K - $892K
29.1K $1.65M
EMB
Ishares Tr

ETFs
8.87K
+ 93.42%
$88.64 - $92.03 $786K - $816K
18.4K $1.66M
VB
Vanguard Small Cap ETF

ETFs
3.84K
+ 174.87%
$217.89 - $252.64 $836K - $969K
6.03K $1.34M
T
At&T Inc.

Communication Services
25.1K
+ 161.65%
$21.56 - $28.28 $542K - $711K
40.7K $1.15M
NOW
Service Now, Inc.

Technology
1.12K
+ 294.46%
$783.83 - $1170.39 $875K - $1.31M
1.5K $1.19M
VTI
Vanguard Total Stock Market Et

ETFs
3.14K
+ 70.93%
$271.18 - $303.12 $852K - $952K
7.57K $2.07M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
7.85K
+ 330.65%
$99.16 - $99.52 $779K - $782K
10.2K $1.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.15K
+ 38.05%
$468.34 - $539.52 $1M - $1.16M
7.78K $3.65M
SCHG
Schwab Strategic Tr Us Large C

ETFs
30.5K
+ 343.23%
$24.91 - $29.02 $759K - $885K
39.4K $984K
CAT
Caterpillar Inc

Industrials
2.45K
+ 111.28%
$326.75 - $407.63 $800K - $997K
4.65K $1.53M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
21.7K
+ 18.27%
$61.55 - $71.27 $1.33M - $1.55M
140K $8.79M
UPS
United Parcel Service Inc

Industrials
7.31K
+ 136.45%
$109.66 - $136.26 $801K - $996K
12.7K $1.39M
GS
Goldman Sachs Group Inc

Financial Services
1.33K
+ 118.15%
$524.81 - $672.19 $697K - $893K
2.45K $1.34M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
30.2K
+ 170.5%
$22.25 - $23.0 $672K - $695K
47.9K $1.1M
IGV
Ishares Expanded Tech Software

ETFs
8.05K
+ 253.83%
$88.3 - $107.83 $711K - $868K
11.2K $1.01M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
23.3K
+ 213.82%
$27.64 - $28.52 $643K - $664K
34.2K $974K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.77K
+ 9.17%
$33.84 - $37.77 $331K - $369K
116K $4.27M
BA
Boeing CO

Industrials
3.67K
+ 99.54%
$148.15 - $186.25 $544K - $684K
7.36K $1.25M
DUK
Duke Energy Corp

Utilities
4.46K
+ 160.92%
$105.87 - $121.97 $473K - $544K
7.24K $882K
AON
Aon PLC

Financial Services
1.32K
+ 203.09%
$348.44 - $409.32 $459K - $539K
1.96K $783K
TSLA
Tesla, Inc.

Consumer Cyclical
12.1K
+ 66.59%
$222.15 - $428.22 $2.69M - $5.19M
30.3K $7.87M
ADBE
Adobe Inc.

Technology
1.5K
+ 135.44%
$377.84 - $464.11 $568K - $697K
2.61K $1M
MMM
3 M CO

Industrials
3.23K
+ 200.37%
$129.7 - $155.12 $419K - $502K
4.85K $711K
EXPD
Expeditors International Of Washington Inc

Industrials
3.73K
+ 145.5%
$109.09 - $126.48 $407K - $472K
6.3K $757K
IXUS
Ishares Tr

ETFs
4.05K
+ 9.1%
$65.06 - $72.31 $263K - $292K
48.5K $3.41M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.23K
+ 79.69%
$105.1 - $109.61 $445K - $464K
9.54K $1.03M
SYF
Synchrony Financial

Financial Services
11.2K
+ 102.91%
$51.9 - $70.63 $579K - $788K
22K $1.17M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.2K
+ 28.66%
$110.75 - $119.78 $355K - $383K
14.4K $1.67M
SYY
Sysco Corp

Consumer Defensive
5.41K
+ 50.13%
$70.0 - $77.13 $379K - $417K
16.2K $1.22M
SHEL
Shell PLC

Energy
4.63K
+ 90.52%
$62.84 - $73.29 $291K - $339K
9.75K $708K
GIS
General Mills Inc

Consumer Defensive
7.63K
+ 44.4%
$57.56 - $65.3 $439K - $498K
24.8K $1.48M
AMD
Advanced Micro Devices Inc

Technology
4.04K
+ 179.86%
$96.63 - $129.55 $390K - $523K
6.28K $645K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
14.4K
+ 20.77%
$29.34 - $31.31 $423K - $452K
83.9K $2.48M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
581
+ 80.92%
$402.49 - $513.76 $234K - $298K
1.3K $629K
ISRG
Intuitive Surgical Inc

Healthcare
724
+ 108.87%
$476.63 - $610.45 $345K - $442K
1.39K $687K
RWL
Invesco Exchange Traded Fd Tr

ETFs
3.21K
+ 21.93%
$96.9 - $104.39 $311K - $335K
17.9K $1.76M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
671
+ 53.09%
$522.96 - $601.18 $351K - $403K
1.94K $1.03M
ACWI
Ishares Msci Acwi ETF

ETFs
2.62K
+ 139.15%
$115.16 - $124.13 $301K - $325K
4.5K $522K
VIG
Vanguard Dividend Appreciation

ETFs
1.63K
+ 50.89%
N/A
4.84K $881K
DGRO
Ishares Core Dividend Growth E

ETFs
4.54K
+ 50.23%
$60.46 - $64.42 $275K - $293K
13.6K $831K
PHYS
Sprott Physical Gold Trust

Financial Services
5.23K
+ 14.54%
$20.25 - $24.06 $106K - $126K
41.2K $991K
DE
Deere & CO

Industrials
507
+ 91.52%
$408.57 - $509.27 $207K - $258K
1.06K $497K
AZN
Astrazeneca PLC

Healthcare
3.08K
+ 69.3%
$65.37 - $77.96 $201K - $240K
7.53K $553K
TJX
Tjx Companies Inc

Consumer Cyclical
2.13K
+ 115.82%
$112.81 - $126.16 $240K - $269K
3.97K $483K
REET
Ishares Global Reit ETF

ETFs
9.96K
+ 55.96%
$23.24 - $25.16 $232K - $251K
27.8K $669K
CRWD
Crowd Strike Holdings, Inc.

Technology
666
+ 96.94%
$308.86 - $455.36 $206K - $303K
1.35K $477K
DFIV
Dimensional ETF Tr

ETFs
4.56K
+ 54.94%
$35.33 - $40.77 $161K - $186K
12.9K $510K
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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