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
MET
Metlife Inc

Financial Services
6.65K
+ 91.74%
$68.42 - $82.49 $455K - $548K
13.9K $1.12M
AEP
American Electric Power CO Inc

Utilities
5.23K
+ 267.76%
$98.59 - $109.11 $516K - $571K
7.19K $745K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.43K
+ 85.73%
$57.14 - $72.68 $367K - $467K
13.9K $1.01M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.63K
+ 48.51%
$105.23 - $109.61 $487K - $507K
14.2K $1.55M
WDAY
Workday, Inc.

Technology
2.09K
+ 155.65%
$210.47 - $274.71 $440K - $575K
3.44K $824K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
20.9K
+ 82.17%
$23.33 - $24.01 $488K - $502K
46.3K $1.11M
ASML
Asml Holding Nv

Technology
565
+ 151.07%
$595.37 - $815.24 $336K - $461K
939 $752K
MARB
First Tr Exchange Traded Fd Ii

ETFs
24K
+ 109.74%
$19.67 - $20.44 $473K - $491K
45.9K $938K
ACWI
Ishares Msci Acwi ETF

ETFs
3.46K
+ 77.05%
$103.59 - $128.6 $359K - $445K
7.96K $1.02M
VLO
Valero Energy Corp

Energy
3.62K
+ 126.39%
$104.69 - $141.77 $379K - $513K
6.48K $870K
DY
Dycom Industries Inc

Industrials
1.33K
+ 76.79%
$138.96 - $245.71 $184K - $326K
3.06K $746K
GS
Goldman Sachs Group Inc

Financial Services
120
+ 4.89%
$462.22 - $707.75 $55.5K - $84.9K
2.57K $1.82M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.97K
+ 55.85%
$116.93 - $119.39 $464K - $474K
11.1K $1.32M
USB
Us Bancorp \De\

Financial Services
10.2K
+ 208.9%
$36.4 - $45.76 $370K - $465K
15K $679K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
10.8K
+ 233.26%
$42.51 - $43.7 $459K - $472K
15.4K $673K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
13.4K
+ 112.26%
$26.38 - $32.66 $355K - $439K
25.4K $829K
ICVT
Ishares Tr Convertible Bond Et

ETFs
4.67K
+ 55.76%
$78.98 - $90.1 $369K - $421K
13K $1.18M
HYLB
Xtrackers Usd High Yield Corp

ETFs
12.2K
+ 110.06%
$34.72 - $36.92 $423K - $450K
23.3K $858K
SPGI
S&P Global Inc.

Financial Services
847
+ 132.97%
$438.31 - $527.29 $371K - $447K
1.48K $782K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
5.84K
+ 207.91%
N/A
8.65K $646K
AXP
American Express CO

Financial Services
1.2K
+ 123.92%
$231.39 - $318.98 $278K - $383K
2.17K $692K
NTRS
Northern Trust Corp

Financial Services
2.54K
+ 66.48%
$84.45 - $126.79 $215K - $322K
6.37K $807K
DD
Du Pont De Nemours, Inc.

Basic Materials
6.54K
+ 195.22%
$55.13 - $75.25 $360K - $492K
9.88K $677K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.08K
+ 8.21%
$29.52 - $35.31 $209K - $250K
93.3K $3.29M
IXUS
Ishares Tr

ETFs
867
+ 1.79%
$62.37 - $77.63 $54.1K - $67.3K
49.4K $3.82M
FTGC
First Trust Global Tactical CO

ETFs
16.4K
+ 136.16%
$23.09 - $25.91 $379K - $426K
28.5K $703K
TTE
Total Energies Se

Energy
5.71K
+ 184.56%
N/A
8.81K $604K
MBSD
Flexshares Tr Disciplined Dura

ETFs
18.3K
+ 103.04%
$20.29 - $20.82 $371K - $380K
36K $745K
CB
Chubb LTD

Financial Services
1.32K
+ 194.67%
$274.32 - $302.46 $361K - $398K
1.99K $577K
TJX
Tjx Companies Inc

Consumer Cyclical
2.96K
+ 74.49%
$119.13 - $135.03 $352K - $399K
6.93K $855K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.43K
+ 17.54%
$51.16 - $62.02 $227K - $275K
29.7K $1.84M
HCA
Hca Healthcare, Inc.

Healthcare
865
+ 92.71%
$317.61 - $387.52 $275K - $335K
1.8K $688K
CME
Cme Group Inc.

Financial Services
1.27K
+ 139.96%
$252.37 - $290.71 $320K - $369K
2.17K $599K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
15.1K
+ 164.92%
$22.68 - $23.28 $342K - $351K
24.2K $560K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.08K
+ 121.08%
$79.56 - $82.92 $324K - $338K
7.45K $617K
CAT
Caterpillar Inc

Industrials
180
+ 3.87%
$273.94 - $388.21 $49.3K - $69.9K
4.83K $1.87M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
10K
+ 60.65%
$21.8 - $27.71 $218K - $277K
26.5K $729K
TIP
Ishares Tr Tips Bd ETF

ETFs
2.99K
+ 97.27%
$107.93 - $110.97 $323K - $332K
6.06K $667K
NDAQ
Nasdaq, Inc.

Financial Services
3.18K
+ 104.88%
$66.4 - $89.42 $211K - $284K
6.21K $555K
IWB
Ishares Tr Russell 1000 ETF

ETFs
745
+ 37.27%
$272.36 - $339.57 $203K - $253K
2.74K $931K
ECL
Ecolab Inc.

Basic Materials
1.13K
+ 103.69%
$225.65 - $270.95 $254K - $305K
2.21K $595K
GD
General Dynamics Corp

Industrials
1.03K
+ 125.79%
$247.68 - $291.66 $256K - $302K
1.86K $541K
COCO
Vita Coco Company, Inc.

Consumer Defensive
7.17K
+ 68.85%
$27.0 - $37.18 $194K - $267K
17.6K $634K
WDIV
Spdr S&P Global Dividend ETF

ETFs
4.01K
+ 67.12%
$59.84 - $71.44 $240K - $286K
9.98K $704K
PHYS
Sprott Physical Gold Trust

Financial Services
10.3K
+ 25.02%
$22.82 - $26.29 $235K - $271K
51.5K $1.31M
KEX
Kirby Corp

Industrials
1.89K
+ 25.75%
$87.32 - $114.99 $165K - $217K
9.2K $1.04M
PANW
Palo Alto Networks Inc

Technology
1.26K
+ 96.04%
$152.44 - $204.64 $192K - $258K
2.57K $526K
CLH
Clean Harbors Inc

Industrials
835
+ 27.42%
$182.1 - $233.5 $152K - $195K
3.88K $896K
MNST
Monster Beverage Corp

Consumer Defensive
4.39K
+ 97.95%
$55.01 - $64.24 $241K - $282K
8.87K $555K
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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