Simplicity Wealth,Llc New Holdings in Q2 2025

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FHN
First Horizon Corp

Financial Services
312K
New
$16.21 - $21.2 $5.06M - $6.61M
312K $6.61M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
88.4K
New
$50.09 - $51.09 $4.43M - $4.52M
88.4K $4.52M
MGK
Vanguard Mega Cap Growth ETF

ETFs
9.19K
New
$273.67 - $366.17 $2.52M - $3.37M
9.19K $3.37M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
33.7K
New
$72.12 - $76.23 $2.43M - $2.57M
33.7K $2.56M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
56.3K
New
$35.35 - $42.68 $1.99M - $2.4M
56.3K $2.4M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
23.2K
New
$102.02 - $103.5 $2.37M - $2.4M
23.2K $2.39M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
58.3K
New
$32.86 - $40.05 $1.92M - $2.33M
58.3K $2.31M
MGV
Vanguard Mega Cap Value

ETFs
17.2K
New
$114.87 - $131.25 $1.98M - $2.26M
17.2K $2.26M
MCO
Moodys Corp

Financial Services
4.03K
New
$396.7 - $501.59 $1.6M - $2.02M
4.03K $2.02M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
46.3K
New
$28.98 - $37.18 $1.34M - $1.72M
46.3K $1.72M
MCHP
Microchip Technology Inc

Technology
21.9K
New
$35.34 - $71.6 $774K - $1.57M
21.9K $1.54M
GLDM
World Gold Trust

ETFs
22.5K
New
$58.96 - $67.97 $1.33M - $1.53M
22.5K $1.47M
EEMA
Ishares Msci Emerging Markets

ETFs
17K
New
$64.59 - $83.0 $1.1M - $1.41M
17K $1.4M
SPOT
Spotify Technology S.A.

Communication Services
1.76K
New
$503.3 - $775.9 $884K - $1.36M
1.76K $1.35M
AMCR
Amcor PLC

Consumer Cyclical
142K
New
$8.57 - $9.81 $1.21M - $1.39M
142K $1.3M
VT
Vanguard Total World Stk Index

ETFs
9.46K
New
$103.16 - $128.52 $976K - $1.22M
9.46K $1.22M
ETN
Eaton Corp PLC

Industrials
3.36K
New
$246.52 - $356.99 $828K - $1.2M
3.36K $1.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.04K
New
$216.28 - $284.39 $874K - $1.15M
4.04K $1.15M
NEM
Newmont Corp

Basic Materials
18.7K
New
$44.18 - $59.46 $827K - $1.11M
18.7K $1.09M
SIVR
Abrdn Silver ETF Trust

ETFs
30.3K
New
$28.36 - $35.37 $859K - $1.07M
30.3K $1.04M
XLU
Utilities Sector Spdr

ETFs
11.5K
New
$73.09 - $82.77 $837K - $948K
11.5K $935K
KLAC
Kla Corp

Technology
1.04K
New
$576.53 - $902.94 $601K - $941K
1.04K $933K
EBND
Spdr Bloomberg Emerging Market

ETFs
43.8K
New
$19.57 - $21.4 $857K - $937K
43.8K $930K
MDLZ
Mondelez International, Inc.

Consumer Defensive
13.7K
New
$63.54 - $68.5 $873K - $941K
13.7K $926K
VBR
Vanguard Small Cap Value ETF

ETFs
4.74K
New
$162.76 - $195.77 $771K - $927K
4.74K $923K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
19.2K
New
$36.01 - $45.69 $692K - $878K
19.2K $878K
MU
Micron Technology Inc

Technology
7.07K
New
$64.72 - $127.91 $458K - $905K
7.07K $871K
ABNB
Airbnb, Inc.

Consumer Cyclical
6.3K
New
$105.69 - $140.64 $666K - $886K
6.3K $833K
CEG
Constellation Energy Corp

Utilities
2.56K
New
$170.96 - $322.76 $438K - $828K
2.56K $827K
EVRG
Evergy, Inc.

Utilities
11.3K
New
$64.06 - $69.64 $723K - $786K
11.3K $778K
NOC
Northrop Grumman Corp

Industrials
1.49K
New
$456.3 - $540.39 $681K - $806K
1.49K $745K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
28.9K
New
$24.61 - $25.89 $712K - $749K
28.9K $744K
RY
Royal Bank Of Canada

Financial Services
5.66K
New
$108.36 - $131.55 $613K - $745K
5.66K $744K
COF
Capital One Financial Corp

Financial Services
3.45K
New
$150.57 - $212.76 $520K - $734K
3.45K $734K
XLG
Invesco Exchange Traded Fd Tr

ETFs
13K
New
$40.94 - $52.1 $532K - $678K
13K $677K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
52K
New
$11.11 - $14.46 $578K - $752K
52K $650K
BX
Blackstone Inc.

Financial Services
4.29K
New
$120.07 - $151.11 $515K - $649K
4.29K $641K
CTAS
Cintas Corp

Industrials
2.85K
New
$190.11 - $227.66 $543K - $650K
2.85K $636K
TFC
Truist Financial Corp

Financial Services
14.6K
New
$34.79 - $42.99 $508K - $627K
14.6K $627K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
13.5K
New
$43.63 - $45.4 $590K - $614K
13.5K $604K
CVS
Cvs Health Corp

Healthcare
8.4K
New
$60.04 - $70.18 $504K - $589K
8.4K $579K
TGT
Target Corp

Consumer Defensive
5.85K
New
$88.76 - $105.77 $519K - $619K
5.85K $577K
WEC
Wec Energy Group, Inc.

Utilities
5.4K
New
$102.24 - $109.76 $552K - $593K
5.4K $562K
UL
Unilever PLC

Consumer Defensive
9.13K
New
$57.9 - $65.43 $529K - $598K
9.13K $558K
SLV
I Shares Silver Trust

ETFs
17K
New
$27.08 - $33.74 $460K - $573K
17K $557K
CPB
Campbell Soup CO

Consumer Defensive
17.9K
New
$30.65 - $39.9 $547K - $713K
17.9K $547K
EOG
Eog Resources Inc

Energy
4.41K
New
$104.61 - $129.97 $462K - $573K
4.41K $527K
MAR
Marriott International Inc

Consumer Cyclical
1.84K
New
$211.12 - $274.14 $389K - $506K
1.84K $503K
KKR
Kkr & Co. Inc.

Financial Services
3.79K
New
$92.79 - $134.29 $351K - $509K
3.79K $503K
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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