Simplicity Wealth,Llc Incresed Positions in Q2 2025

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JHSC
John Hancock ETF Tr Multifacto

ETFs
33.7K
+ 271.0%
$32.47 - $39.09 $1.09M - $1.32M
46.1K $1.8M
IDEV
Ishares Core Msci Intl Develop

ETFs
7.39K
+ 6.44%
$61.79 - $76.67 $457K - $566K
122K $9.29M
APD
Air Products & Chemicals, Inc.

Basic Materials
4.73K
+ 128.23%
$248.61 - $294.96 $1.18M - $1.4M
8.42K $2.38M
ISRG
Intuitive Surgical Inc

Healthcare
2.24K
+ 161.41%
$451.58 - $565.94 $1.01M - $1.27M
3.63K $1.97M
CMI
Cummins Inc

Industrials
3.72K
+ 120.88%
$267.12 - $336.65 $993K - $1.25M
6.79K $2.22M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.25K
+ 316.14%
$171.4 - $227.1 $900K - $1.19M
6.91K $1.57M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6.5K
+ 91.2%
$212.1 - $244.27 $1.38M - $1.59M
13.6K $2.98M
DISV
Dimensional ETF Tr Dimensional

ETFs
33.3K
+ 94.49%
$25.93 - $32.91 $865K - $1.1M
68.6K $2.26M
JHCB
John Hancock Corporate Bond Et
56.6K
+ 452.7%
$20.55 - $21.44 $1.16M - $1.21M
69.1K $1.48M
VGLT
Vanguard Long Term Treasury Et

ETFs
21.6K
+ 71.56%
$53.66 - $58.71 $1.16M - $1.27M
51.9K $2.91M
LOW
Lowes Companies Inc

Consumer Cyclical
5.77K
+ 55.0%
$210.83 - $235.28 $1.22M - $1.36M
16.3K $3.61M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
24K
+ 167.1%
$46.39 - $47.84 $1.11M - $1.15M
38.4K $1.83M
CLX
Clorox CO

Consumer Defensive
11.2K
+ 157.32%
$118.01 - $148.69 $1.32M - $1.67M
18.3K $2.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.01K
+ 99.88%
$141.37 - $228.57 $567K - $917K
8.03K $1.82M
GE
General Electric CO

Industrials
3.83K
+ 138.12%
$166.81 - $257.39 $638K - $985K
6.6K $1.7M
WLTG
ETF Opportunities Tr Wealthtru

ETFs
9.76K
+ 4.59%
$25.92 - $31.99 $253K - $312K
222K $7.12M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
11.8K
+ 65.26%
$85.42 - $94.39 $1.01M - $1.11M
29.9K $2.8M
TSCO
Tractor Supply CO

Consumer Cyclical
22K
+ 109.76%
$47.86 - $55.77 $1.05M - $1.23M
42K $2.22M
XLY
Select Sector Spdr Consumer Di

ETFs
4.5K
+ 67.23%
$176.34 - $218.59 $793K - $983K
11.2K $2.43M
PEP
Pepsico Inc

Consumer Defensive
12.3K
+ 42.47%
$128.02 - $151.37 $1.58M - $1.87M
41.4K $5.47M
PNC
Pnc Financial Services Group, Inc.

Financial Services
5.77K
+ 212.65%
$149.76 - $186.42 $863K - $1.07M
8.48K $1.58M
DUK
Duke Energy Corp

Utilities
9.46K
+ 130.63%
$112.46 - $124.05 $1.06M - $1.17M
16.7K $1.97M
NKE
Nike, Inc.

Consumer Cyclical
14.6K
+ 269.7%
$53.27 - $72.04 $778K - $1.05M
20K $1.42M
AMAT
Applied Materials Inc

Technology
5.29K
+ 218.25%
$126.95 - $183.52 $671K - $970K
7.71K $1.41M
SRLN
Ssga Active Trust

ETFs
24.2K
+ 23.95%
$39.47 - $41.59 $955K - $1.01M
125K $5.21M
VTI
Vanguard Total Stock Market Et

ETFs
2.71K
+ 35.75%
$243.75 - $303.93 $659K - $822K
10.3K $3.12M
AMGN
Amgen Inc

Healthcare
3.89K
+ 310.38%
$262.28 - $309.85 $1.02M - $1.2M
5.14K $1.43M
XLF
Financial Sector Spdr

ETFs
15.5K
+ 21.38%
$43.92 - $52.37 $679K - $810K
87.8K $4.6M
UWM
Proshares Ultra Russell 2000

ETFs
16.7K
+ 16.39%
$25.35 - $37.67 $423K - $629K
119K $4.47M
ZTS
Zoetis Inc.

Healthcare
6.58K
+ 385.14%
$144.41 - $170.3 $951K - $1.12M
8.29K $1.29M
SO
Southern CO

Utilities
11K
+ 277.61%
$84.91 - $92.56 $931K - $1.01M
14.9K $1.37M
RSG
Republic Services, Inc.

Industrials
3.91K
+ 88.09%
$227.2 - $258.07 $887K - $1.01M
8.34K $2.06M
PLD
Prologis, Inc.

Real Estate
9.43K
+ 464.17%
$89.76 - $112.34 $847K - $1.06M
11.5K $1.21M
DFUS
Dimensional ETF Tr U S Equity

ETFs
11.4K
+ 41.47%
$53.65 - $67.02 $613K - $766K
39K $2.61M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
20K
+ 200.0%
$42.44 - $49.08 $851K - $984K
30.1K $1.44M
INTU
Intuit Inc

Technology
1.1K
+ 209.16%
$544.07 - $787.63 $596K - $863K
1.62K $1.28M
DE
Deere & CO

Industrials
1.76K
+ 165.98%
$412.99 - $531.48 $727K - $936K
2.82K $1.43M
XLP
Consumer Staples Sector Spdr

ETFs
12.1K
+ 99.87%
N/A
24.3K $1.85M
VGT
Vanguard Information Technolog

ETFs
1.23K
+ 134.87%
$470.37 - $663.28 $577K - $813K
2.14K $1.42M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
38K
+ 81.73%
$22.4 - $23.8 $851K - $905K
84.5K $2.01M
BK
Bank Of New York Mellon Corp

Financial Services
9.59K
+ 210.19%
$73.31 - $91.62 $703K - $879K
14.2K $1.29M
GWW
W.W. Grainger, Inc.

Industrials
805
+ 94.82%
$919.93 - $1101.66 $741K - $887K
1.65K $1.72M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
46.1K
+ 209.45%
$18.83 - $19.22 $867K - $885K
68K $1.3M
SYY
Sysco Corp

Consumer Defensive
11.4K
+ 70.61%
$68.0 - $75.91 $778K - $869K
27.7K $2.09M
ADBE
Adobe Inc.

Technology
2.23K
+ 85.37%
$340.0 - $420.68 $758K - $938K
4.84K $1.87M
BKNG
Booking Holdings Inc.

Consumer Cyclical
99
+ 41.42%
$4164.15 - $5789.24 $412K - $573K
338 $1.96M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
16.9K
+ 220.22%
$49.57 - $50.27 $837K - $849K
24.5K $1.23M
VOE
Vanguard Mid Cap Value Index F

ETFs
5.11K
+ 397.82%
$141.87 - $164.49 $725K - $840K
6.39K $1.05M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.4K
+ 71.21%
$77.94 - $79.5 $814K - $830K
25.1K $2M
Activity Summary
Buys All Purchases 504 New Holdings 120 Increased Positions 384 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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