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
AFL
Aflac Inc

Financial Services
2.86K
+ 138.99%
$99.77 - $112.45 $285K - $321K
4.92K $518K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
14.2K
+ 100.0%
$19.58 - $19.93 $278K - $283K
28.4K $565K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
10.3K
+ 103.46%
$21.9 - $25.54 $227K - $264K
20.4K $519K
HLN
Haleon PLC

Healthcare
26.5K
+ 170.93%
$9.27 - $11.41 $245K - $302K
41.9K $434K
SPSB
Spdr Portfolio Short Term Corp

ETFs
9.09K
+ 119.13%
$29.82 - $30.19 $271K - $274K
16.7K $504K
PWR
Quanta Services, Inc.

Industrials
385
+ 38.81%
$239.47 - $381.26 $92.2K - $147K
1.38K $520K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
6.04K
+ 36.05%
$27.43 - $34.32 $166K - $207K
22.8K $780K
WMB
Williams Companies, Inc.

Energy
3.92K
+ 105.04%
$54.33 - $62.87 $213K - $246K
7.65K $480K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.23K
+ 65.35%
$53.69 - $67.27 $173K - $217K
8.17K $549K
SHEL
Shell PLC

Energy
3.89K
+ 39.89%
$59.75 - $73.05 $232K - $284K
13.6K $959K
ADP
Automatic Data Processing Inc

Industrials
704
+ 7.71%
$276.76 - $326.81 $195K - $230K
9.84K $3.03M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.95K
+ 96.53%
$20.42 - $25.3 $183K - $227K
18.2K $461K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.82K
+ 11.66%
$39.89 - $49.46 $112K - $139K
27K $1.34M
PAVE
Global X Fds Us Infrastructure

ETFs
4.29K
+ 70.56%
$33.78 - $43.68 $145K - $188K
10.4K $452K
LRN
Stride, Inc.

Consumer Defensive
1.26K
+ 63.12%
$124.45 - $160.72 $156K - $202K
3.25K $471K
TMUS
T Mobile Us, Inc.

Communication Services
1K
+ 117.31%
$220.99 - $268.54 $222K - $269K
1.86K $442K
EEM
Ishares Msci Emerging Markets

ETFs
1.61K
+ 5.5%
$38.52 - $48.28 $62K - $77.7K
30.9K $1.49M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.25K
+ 9.96%
$74.88 - $91.97 $93.5K - $115K
13.8K $1.27M
SSRM
Ssr Mining Inc.

Basic Materials
13.4K
+ 123.33%
$9.09 - $13.07 $122K - $176K
24.3K $310K
TMO
Thermo Fisher Scientific Inc.

Healthcare
821
+ 56.54%
$390.26 - $489.06 $320K - $402K
2.27K $921K
DIV
Global X Superdividend Us ETF

ETFs
11.5K
+ 72.77%
N/A
27.4K $470K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
228
+ 11.78%
$468.22 - $566.51 $107K - $129K
2.16K $1.23M
BMY
Bristol Myers Squibb CO

Healthcare
5.56K
+ 127.67%
$44.12 - $59.6 $245K - $331K
9.91K $458K
OMFL
Invesco Exchange Traded Self I

ETFs
2.74K
+ 61.24%
$48.43 - $57.78 $133K - $158K
7.2K $416K
CRM
Salesforce, Inc.

Technology
560
+ 10.07%
$236.26 - $291.15 $132K - $163K
6.12K $1.67M
OCUL
Ocular Therapeutix, Inc

Healthcare
12.3K
+ 44.11%
$6.02 - $9.46 $74.3K - $117K
40.3K $374K
FIS
Fidelity National Information Services, Inc.

Technology
1.59K
+ 28.67%
$68.14 - $82.13 $108K - $130K
7.11K $579K
EXPD
Expeditors International Of Washington Inc

Industrials
1.77K
+ 28.06%
$102.84 - $122.24 $182K - $216K
8.06K $921K
PSX
Phillips 66

Energy
1.47K
+ 48.82%
$92.87 - $125.73 $137K - $185K
4.48K $534K
XLI
Industrial Sector Spdr

ETFs
570
+ 13.16%
$116.42 - $147.52 $66.4K - $84.1K
4.9K $722K
RELY
Remitly Global, Inc.

Technology
11.5K
+ 41.11%
$18.65 - $24.49 $214K - $281K
39.3K $738K
REET
Ishares Global Reit ETF

ETFs
5.53K
+ 19.92%
$21.59 - $25.16 $119K - $139K
33.3K $822K
HPE
Hewlett Packard Enterprise CO

Technology
4.39K
+ 38.02%
$12.51 - $20.45 $54.9K - $89.8K
15.9K $325K
RL
Ralph Lauren Corp

Consumer Cyclical
347
+ 37.76%
$182.34 - $286.22 $63.3K - $99.3K
1.27K $347K
CMPX
Compass Therapeutics, Inc.

Healthcare
38.1K
+ 81.84%
$1.46 - $2.69 $55.6K - $102K
84.6K $220K
SNEX
Stone X Group Inc.

Financial Services
54
+ 0.63%
$69.59 - $94.15 $3.76K - $5.08K
8.59K $782K
SBUX
Starbucks Corp

Consumer Cyclical
2.12K
+ 18.44%
$79.69 - $99.41 $169K - $211K
13.6K $1.25M
CRCT
Cricut, Inc.

Technology
11.3K
+ 43.63%
$4.11 - $6.77 $46.6K - $76.7K
37.3K $252K
RC
Ready Capital Corp

Real Estate
30K
+ 100.0%
$4.13 - $5.15 $124K - $155K
60K $262K
CTSH
Cognizant Technology Solutions Corp

Technology
1.31K
+ 40.92%
$66.47 - $81.81 $86.9K - $107K
4.5K $351K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
459
+ 11.29%
$60.22 - $80.1 $27.6K - $36.8K
4.52K $362K
DVY
Ishares Tr

ETFs
637
+ 22.61%
$118.37 - $134.86 $75.4K - $85.9K
3.45K $458K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
323
+ 1.68%
$26.69 - $33.44 $8.62K - $10.8K
19.5K $641K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.06K
+ 12.01%
$50.28 - $50.47 $53.3K - $53.5K
9.89K $497K
HYDB
Ishares Tr Edge High Yield Def

ETFs
929
+ 9.09%
$44.64 - $47.48 $41.5K - $44.1K
11.2K $529K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
765
+ 9.48%
$47.46 - $55.3 $36.3K - $42.3K
8.84K $486K
VXF
Vanguard Extended Market ETF

ETFs
91
+ 6.97%
$150.43 - $192.71 $13.7K - $17.5K
1.4K $269K
AIG
American International Group, Inc.

Financial Services
545
+ 13.83%
$77.56 - $87.72 $42.3K - $47.8K
4.49K $384K
EGY
Vaalco Energy Inc

Energy
11.9K
+ 112.47%
$3.1 - $3.94 $36.8K - $46.8K
22.5K $81K
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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