Simplicity Wealth,Llc New Holdings in Q1 2025

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
641K
New
$90.7 - $101.57 $58.2M - $65.1M
641K $58.9M
AVIG
American Centy ETF Tr Avantis

ETFs
1.03M
New
$40.06 - $41.55 $41.3M - $42.9M
1.03M $42.6M
AVSF
American Centy ETF Tr Avantis

ETFs
618K
New
$45.96 - $46.72 $28.4M - $28.9M
618K $28.9M
AVDE
American Centy ETF Tr Avantis

ETFs
390K
New
$60.63 - $68.55 $23.7M - $26.7M
390K $26.1M
AVEM
American Centy ETF Tr Avantis

ETFs
190K
New
$57.11 - $62.4 $10.9M - $11.9M
190K $11.5M
AVUV
American Centy ETF Tr Avantis

ETFs
113K
New
$84.95 - $100.62 $9.61M - $11.4M
113K $9.84M
AVSC
American Centy ETF Tr Avantis
199K
New
$48.08 - $56.12 $9.55M - $11.2M
199K $9.62M
GTO
Invesco Actively Managed ETF T

ETFs
167K
New
$45.9 - $47.37 $7.64M - $7.89M
167K $7.79M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
376K
New
$20.71 - $21.15 $7.79M - $7.96M
376K $7.79M
IVW
Ishares S&P 500 Growth ETF

ETFs
64.9K
New
$92.45 - $106.69 $6M - $6.93M
64.9K $6.01M
AVDV
American Centy ETF Tr Avantis

ETFs
65.4K
New
$63.74 - $71.96 $4.17M - $4.71M
65.4K $4.61M
VGIT
Vanguard Intermediate Term Tre

ETFs
72.4K
New
$57.44 - $59.3 $4.16M - $4.3M
72.4K $4.3M
AVRE
American Centy ETF Tr Avantis
97.3K
New
$40.62 - $44.31 $3.95M - $4.31M
97.3K $4.16M
IVE
Ishares S&P 500 Value ETF

ETFs
21.8K
New
$185.78 - $198.58 $4.06M - $4.34M
21.8K $4.12M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
100K
New
$37.86 - $39.74 $3.79M - $3.98M
100K $3.8M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
144K
New
$24.73 - $25.62 $3.57M - $3.7M
144K $3.68M
MBB
Ishares Tr

ETFs
38.9K
New
$90.37 - $94.08 $3.51M - $3.66M
38.9K $3.64M
DFAT
Dimensional ETF Tr U S Target

ETFs
70.3K
New
$50.44 - $58.1 $3.55M - $4.09M
70.3K $3.62M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
69.3K
New
$50.21 - $51.23 $3.48M - $3.55M
69.3K $3.5M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
131K
New
$25.35 - $27.46 $3.32M - $3.59M
131K $3.48M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
33.3K
New
$97.25 - $104.79 $3.23M - $3.49M
33.3K $3.43M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
93.1K
New
$36.63 - $37.45 $3.41M - $3.49M
93.1K $3.42M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
63.6K
New
$50.48 - $51.04 $3.21M - $3.25M
63.6K $3.22M
JHML
John Hancock Multifactor Large

ETFs
46K
New
$66.07 - $73.03 $3.04M - $3.36M
46K $3.08M
AVES
American Centy ETF Tr Avantis

ETFs
64.6K
New
$44.71 - $48.65 $2.89M - $3.14M
64.6K $3.06M
DFIC
Dimensional ETF Tr Dimensional

ETFs
108K
New
$25.54 - $28.79 $2.76M - $3.11M
108K $3.03M
AGNC
Agnc Investment Corp.

Real Estate
308K
New
$9.12 - $10.54 $2.81M - $3.25M
308K $2.95M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
117K
New
$24.66 - $26.1 $2.89M - $3.06M
117K $2.91M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
57.6K
New
$48.0 - $54.24 $2.76M - $3.12M
57.6K $2.76M
DUHP
Dimensional ETF Tr Dimensional

ETFs
82.4K
New
$32.57 - $35.82 $2.68M - $2.95M
82.4K $2.71M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
46.4K
New
$58.23 - $69.12 $2.7M - $3.21M
46.4K $2.7M
SOFI
So Fi Technologies, Inc.

Financial Services
229K
New
$11.18 - $18.03 $2.56M - $4.13M
229K $2.67M
CWB
Spdr Bloomberg Convertible Sec

ETFs
33.4K
New
$75.99 - $81.58 $2.54M - $2.73M
33.4K $2.57M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
47.2K
New
$49.78 - $53.19 $2.35M - $2.51M
47.2K $2.39M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
37.7K
New
N/A
37.7K $2.35M
MARA
Marathon Digital Holdings, Inc.

Financial Services
103K
New
N/A
103K $2.32M
HOOD
Robinhood Markets, Inc.

Technology
53.8K
New
$35.63 - $65.28 $1.92M - $3.51M
53.8K $2.24M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
113K
New
$19.66 - $20.09 $2.22M - $2.26M
113K $2.23M
BSX
Boston Scientific Corp

Healthcare
20.4K
New
$89.38 - $106.18 $1.82M - $2.17M
20.4K $2.06M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
121K
New
$16.57 - $18.85 $2.01M - $2.29M
121K $2.02M
XLV
Select Sector Spdr Fund Health

ETFs
13.6K
New
$137.61 - $149.68 $1.87M - $2.04M
13.6K $1.97M
VEU
Vanguard Ftse All World Ex Us

ETFs
31K
New
$56.51 - $62.98 $1.75M - $1.95M
31K $1.89M
PFE
Pfizer Inc

Healthcare
74.2K
New
$25.01 - $27.13 $1.86M - $2.01M
74.2K $1.88M
ZECP
Zacks Tr Earnings Constant Por

ETFs
61.8K
New
$29.24 - $32.07 $1.81M - $1.98M
61.8K $1.84M
JHMD
John Hancock ETF Tr Multifacto

ETFs
51.9K
New
$31.74 - $36.18 $1.65M - $1.88M
51.9K $1.83M
IYW
Ishares Dj Us Tech ETF

ETFs
13K
New
$140.66 - $166.79 $1.83M - $2.17M
13K $1.83M
VV
Vanguard Large Cap ETF

ETFs
7.09K
New
$253.32 - $282.66 $1.8M - $2M
7.09K $1.81M
DFAX
Dimensional ETF Tr
67.5K
New
$24.45 - $27.2 $1.65M - $1.84M
67.5K $1.78M
VGLT
Vanguard Long Term Treasury Et

ETFs
30.2K
New
$53.99 - $58.43 $1.63M - $1.77M
30.2K $1.73M
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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