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
IGV
Ishares Expanded Tech Software

ETFs
5.63K
+ 50.21%
$80.15 - $109.5 $452K - $617K
16.9K $1.85M
GIS
General Mills Inc

Consumer Defensive
19.9K
+ 80.28%
$50.37 - $60.97 $1M - $1.21M
44.7K $2.32M
DIHP
Dimensional ETF Tr Dimensional

ETFs
25.8K
+ 84.65%
$24.32 - $29.74 $627K - $767K
56.3K $1.66M
MS
Morgan Stanley

Financial Services
5.61K
+ 322.53%
$99.83 - $140.86 $560K - $791K
7.35K $1.04M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.23K
+ 54.33%
$100.35 - $100.71 $826K - $829K
23.4K $2.35M
ADSK
Autodesk, Inc.

Technology
3.31K
+ 334.68%
N/A
4.3K $1.06M
CI
Cigna Corp

Healthcare
2.4K
+ 299.0%
$301.89 - $340.04 $724K - $815K
3.2K $1.06M
NEE
Nextera Energy Inc

Utilities
11.3K
+ 225.77%
$64.11 - $75.0 $725K - $848K
16.3K $1.13M
TDUP
Thred Up Inc.

Consumer Cyclical
60.7K
+ 93.64%
$2.46 - $8.46 $149K - $514K
126K $940K
GLD
Spdr Gold Trust

ETFs
2.03K
+ 22.17%
$273.71 - $316.29 $555K - $641K
11.2K $3.41M
PGR
Progressive Corp

Financial Services
2.94K
+ 153.91%
$255.27 - $288.74 $749K - $847K
4.84K $1.29M
GILD
Gilead Sciences, Inc.

Healthcare
6.8K
+ 157.97%
$96.91 - $113.0 $659K - $769K
11.1K $1.23M
DGRO
Ishares Core Dividend Growth E

ETFs
11.1K
+ 81.51%
$55.22 - $63.94 $612K - $708K
24.7K $1.58M
AON
Aon PLC

Financial Services
2.28K
+ 115.89%
$335.85 - $398.81 $764K - $908K
4.24K $1.51M
BNDX
Vanguard Total International B

ETFs
14.6K
+ 319.14%
$48.77 - $49.55 $712K - $724K
19.2K $949K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.74K
+ 133.64%
$421.16 - $509.5 $731K - $884K
3.04K $1.35M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
16.8K
+ 20.02%
$27.3 - $31.8 $458K - $534K
101K $3.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
10.6K
+ 104.46%
$52.31 - $63.72 $553K - $674K
20.7K $1.32M
MMM
3 M CO

Industrials
4.41K
+ 90.92%
$126.09 - $154.15 $556K - $679K
9.26K $1.41M
ELV
Elevance Health, Inc.

Healthcare
2.14K
+ 62.65%
$372.27 - $452.69 $798K - $971K
5.57K $2.16M
WTFC
Wintrust Financial Corp

Financial Services
5.01K
+ 99.33%
$95.17 - $124.21 $477K - $622K
10.1K $1.25M
FNDF
Schwab Fundamental Intl Large

ETFs
15.4K
+ 116.12%
$32.25 - $40.02 $497K - $616K
28.7K $1.15M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
51.3K
+ 279.91%
$12.21 - $13.9 $626K - $713K
69.6K $907K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.7K
+ 144.6%
$177.93 - $313.14 $303K - $533K
2.88K $901K
PYPL
Pay Pal Holdings, Inc.

Financial Services
8.33K
+ 214.84%
$57.41 - $74.81 $478K - $623K
12.2K $906K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
13.1K
+ 115.66%
$48.5 - $49.35 $633K - $644K
24.3K $1.2M
NVS
Novartis Ag

Healthcare
5.02K
+ 140.5%
$101.96 - $121.01 $511K - $607K
8.59K $1.04M
TDG
Trans Digm Group Inc

Industrials
407
+ 246.67%
$1231.75 - $1520.64 $501K - $619K
572 $869K
ADI
Analog Devices Inc

Technology
2.48K
+ 194.67%
$164.6 - $238.02 $409K - $591K
3.76K $894K
SCHW
Schwab Charles Corp

Financial Services
6.3K
+ 134.16%
$69.06 - $91.24 $435K - $575K
11K $1M
CRWD
Crowd Strike Holdings, Inc.

Technology
818
+ 60.46%
$321.63 - $509.31 $263K - $417K
2.17K $1.11M
HTRB
Hartford Fds Total Return Bd E

ETFs
18.5K
+ 90.44%
$33.14 - $34.12 $614K - $632K
39K $1.32M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
8.84K
+ 124.93%
$53.75 - $67.21 $475K - $594K
15.9K $1.05M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.3K
+ 21.9%
$45.11 - $52.34 $466K - $540K
57.5K $3.01M
AMP
Ameriprise Financial Inc

Financial Services
1.07K
+ 109.32%
$422.19 - $533.73 $450K - $569K
2.04K $1.09M
URI
United Rentals, Inc.

Industrials
738
+ 163.64%
$551.94 - $753.4 $407K - $556K
1.19K $895K
BR
Broadridge Financial Solutions, Inc.

Technology
2.49K
+ 38.84%
$217.22 - $246.25 $540K - $612K
8.89K $2.16M
DFIV
Dimensional ETF Tr

ETFs
13K
+ 101.26%
$34.67 - $43.21 $452K - $563K
25.9K $1.11M
IWM
Ishares Russell 2000 ETF

ETFs
2.11K
+ 23.24%
$174.82 - $215.79 $370K - $456K
11.2K $2.42M
CGUS
Capital Group Core Equity ETF
14.8K
+ 124.54%
$29.93 - $36.93 $443K - $546K
26.7K $984K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
26.1K
+ 115.4%
$22.3 - $22.57 $583K - $590K
48.8K $1.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.39K
+ 60.66%
$77.74 - $78.78 $574K - $582K
19.6K $1.54M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.52K
+ 43.62%
$72.96 - $90.39 $403K - $499K
18.2K $1.63M
CCL
Carnival Corp

Consumer Cyclical
17.3K
+ 153.8%
$16.43 - $28.12 $283K - $485K
28.5K $800K
ROK
Rockwell Automation, Inc

Industrials
1.53K
+ 173.81%
$218.97 - $332.17 $336K - $509K
2.42K $802K
ICE
Intercontinental Exchange, Inc.

Financial Services
3K
+ 198.41%
$151.62 - $183.47 $454K - $550K
4.51K $826K
C
Citigroup Inc

Financial Services
6.02K
+ 185.89%
$58.13 - $85.12 $350K - $513K
9.26K $788K
MSCI
Msci Inc.

Financial Services
948
+ 179.89%
$506.56 - $576.74 $480K - $547K
1.48K $850K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.1K
+ 34.32%
$51.68 - $52.76 $523K - $534K
39.6K $2.09M
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
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email