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
BKNG
Booking Holdings Inc.

Consumer Cyclical
60
+ 33.52%
$4295.4 - $5141.88 $258K - $309K
239 $1.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
760
+ 61.34%
$302.31 - $337.54 $230K - $257K
2K $609K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.32K
+ 94.2%
$168.84 - $202.89 $222K - $267K
2.71K $476K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.53K
+ 61.76%
$165.25 - $224.62 $253K - $344K
4.02K $666K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.44K
+ 21.31%
$57.21 - $65.8 $254K - $292K
25.3K $1.47M
FIS
Fidelity National Information Services, Inc.

Technology
2.1K
+ 61.01%
$68.12 - $83.42 $143K - $175K
5.53K $412K
TMO
Thermo Fisher Scientific Inc.

Healthcare
306
+ 26.7%
$497.6 - $606.74 $152K - $186K
1.45K $722K
F
Ford Motor CO

Consumer Cyclical
11.4K
+ 59.38%
$9.12 - $10.43 $104K - $119K
30.6K $307K
USFR
Wisdomtree Floating Rate Treas

ETFs
2.22K
+ 33.48%
$50.29 - $50.5 $111K - $112K
8.83K $444K
XLI
Industrial Sector Spdr

ETFs
807
+ 22.91%
$128.78 - $141.67 $104K - $114K
4.33K $563K
KEX
Kirby Corp

Industrials
1.17K
+ 19.07%
$95.1 - $112.81 $111K - $132K
7.32K $739K
MPC
Marathon Petroleum Corp

Energy
444
+ 16.03%
$134.72 - $159.03 $59.8K - $70.6K
3.21K $468K
LKQ
Lkq Corp

Consumer Cyclical
22
+ 0.16%
$36.24 - $44.05 $797 - $969
14K $593K
MET
Metlife Inc

Financial Services
1.12K
+ 18.24%
$77.7 - $87.0 $86.9K - $97.3K
7.25K $581K
PAYC
Paycom Software, Inc.

Technology
283
+ 24.78%
$199.42 - $225.82 $56.4K - $63.9K
1.43K $311K
NTRS
Northern Trust Corp

Financial Services
748
+ 24.31%
$96.09 - $113.81 $71.9K - $85.1K
3.83K $377K
MNST
Monster Beverage Corp

Consumer Defensive
570
+ 14.57%
$46.16 - $58.58 $26.3K - $33.4K
4.48K $262K
CI
Cigna Corp

Healthcare
48
+ 6.37%
$274.49 - $329.0 $13.2K - $15.8K
802 $263K
BK
Bank Of New York Mellon Corp

Financial Services
285
+ 6.66%
$75.42 - $88.95 $21.5K - $25.4K
4.56K $382K
ICE
Intercontinental Exchange, Inc.

Financial Services
119
+ 8.55%
$142.8 - $176.36 $17K - $21K
1.51K $260K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.11K
+ 5.57%
$30.73 - $32.26 $64.7K - $67.9K
39.9K $1.23M
ZTS
Zoetis Inc.

Healthcare
238
+ 16.18%
$156.48 - $175.67 $37.2K - $41.8K
1.71K $281K
VLO
Valero Energy Corp

Energy
27
+ 0.95%
$121.76 - $142.99 $3.29K - $3.86K
2.86K $377K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.59K
+ 8.27%
$32.49 - $37.99 $214K - $250K
86.2K $2.88M
CTSH
Cognizant Technology Solutions Corp

Technology
316
+ 10.98%
$75.32 - $90.7 $23.8K - $28.7K
3.19K $244K
CBRE
Cbre Group, Inc.

Real Estate
176
+ 9.3%
$121.79 - $147.13 $21.4K - $25.9K
2.07K $270K
HLN
Haleon PLC

Healthcare
1.14K
+ 7.91%
$9.02 - $10.67 $10.2K - $12.1K
15.5K $158K
TIP
Ishares Tr Tips Bd ETF

ETFs
62
+ 2.06%
$106.22 - $111.09 $6.59K - $6.89K
3.07K $340K
PLD
Prologis, Inc.

Real Estate
37
+ 1.85%
$103.59 - $124.04 $3.83K - $4.59K
2.03K $227K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
179
+ 17.94%
$203.38 - $274.79 $36.4K - $49.2K
1.18K $241K
ASML
Asml Holding Nv

Technology
21
+ 5.95%
$662.63 - $776.99 $13.9K - $16.3K
374 $247K
DD
Du Pont De Nemours, Inc.

Basic Materials
60
+ 1.82%
$72.7 - $84.32 $4.36K - $5.06K
3.35K $250K
Ishares Bitcoin Trust ETF
92.1K
+ 2190.82%
N/A
96.4K $0
BNDX
Vanguard Total International B

ETFs
16
+ 0.35%
$48.33 - $49.5 $773 - $792
4.58K $223K
Linde PLC
1.49K
+ 127.92%
N/A
2.65K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
3
+ 0.23%
$156.61 - $168.02 $470 - $504
1.28K $204K
GGG
Graco Inc

Industrials
50
+ 0.5%
$80.53 - $87.54 $4.03K - $4.38K
10.1K $840K
MSCI
Msci Inc.

Financial Services
12
+ 2.33%
$541.46 - $628.34 $6.5K - $7.54K
527 $298K
URI
United Rentals, Inc.

Industrials
34
+ 8.15%
$594.17 - $789.56 $20.2K - $26.8K
451 $282K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
39
+ 0.49%
$63.83 - $75.78 $2.49K - $2.96K
7.95K $546K
WDAY
Workday, Inc.

Technology
67
+ 5.25%
$233.53 - $277.82 $15.6K - $18.6K
1.34K $313K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
39
+ 0.26%
$25.27 - $28.3 $986 - $1.1K
15K $389K
IWR
Ishares Russell Mid Cap ETF

ETFs
336
+ 2.75%
$82.81 - $92.93 $27.8K - $31.2K
12.5K $1.06M
SCHA
Schwab Strategic Tr Us Small C

ETFs
171
+ 1.88%
$23.16 - $27.04 $3.96K - $4.62K
9.28K $217K
BOTZ
Global X Fds

ETFs
393
+ 3.71%
$28.46 - $34.53 $11.2K - $13.6K
11K $318K
CLH
Clean Harbors Inc

Industrials
312
+ 11.42%
$188.14 - $246.1 $58.7K - $76.8K
3.05K $600K
PWR
Quanta Services, Inc.

Industrials
84
+ 9.25%
$236.71 - $358.03 $19.9K - $30.1K
992 $252K
HPE
Hewlett Packard Enterprise CO

Technology
1.07K
+ 10.21%
$14.77 - $24.42 $15.8K - $26.1K
11.5K $178K
ROAD
Construction Partners, Inc.

Industrials
15
+ 0.36%
$67.61 - $93.18 $1.01K - $1.4K
4.21K $302K
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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