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
TW
Tradeweb Markets Inc.

Financial Services
3.39K
New
$125.37 - $149.02 $425K - $505K
3.39K $496K
PEG
Public Service Enterprise Group Inc

Utilities
5.88K
New
$77.13 - $84.18 $454K - $495K
5.88K $495K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.26K
New
$113.67 - $150.4 $371K - $490K
3.26K $490K
KMB
Kimberly Clark Corp

Consumer Defensive
3.72K
New
$126.84 - $145.22 $472K - $541K
3.72K $479K
FDX
Fedex Corp

Industrials
2.07K
New
$198.07 - $245.17 $410K - $508K
2.07K $470K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.93K
New
$81.46 - $94.63 $401K - $466K
4.93K $466K
SYK
Stryker Corp

Healthcare
1.17K
New
$337.37 - $395.63 $395K - $464K
1.17K $463K
SHW
Sherwin Williams CO

Basic Materials
1.33K
New
$313.51 - $363.51 $418K - $485K
1.33K $458K
MCK
Mckesson Corp

Healthcare
626
New
$652.83 - $732.78 $409K - $459K
626 $458K
BEN
Franklin Resources Inc

Financial Services
18.3K
New
$16.66 - $23.85 $304K - $435K
18.3K $435K
O
Realty Income Corp

Real Estate
7.51K
New
$52.27 - $58.52 $393K - $440K
7.51K $432K
VST
Vistra Corp.

Utilities
2.23K
New
$98.07 - $195.04 $219K - $435K
2.23K $432K
BIIB
Biogen Inc.

Healthcare
3.42K
New
$113.38 - $135.49 $388K - $464K
3.42K $430K
CAH
Cardinal Health Inc

Healthcare
2.53K
New
$125.0 - $168.0 $316K - $425K
2.53K $425K
MRVL
Marvell Technology, Inc.

Technology
5.49K
New
$49.38 - $79.97 $271K - $439K
5.49K $424K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
13.5K
New
$28.35 - $31.3 $381K - $421K
13.5K $421K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7.49K
New
$45.98 - $56.15 $344K - $421K
7.49K $420K
TD
Toronto Dominion Bank

Financial Services
5.65K
New
$55.71 - $73.45 $315K - $415K
5.65K $415K
AMT
American Tower Corp

Real Estate
1.88K
New
$203.96 - $228.19 $383K - $428K
1.88K $414K
ING
Ing Groep Nv

Financial Services
18.9K
New
$16.62 - $21.98 $313K - $414K
18.9K $412K
ETR
Entergy Corp

Utilities
4.91K
New
$79.01 - $86.61 $388K - $426K
4.91K $408K
NRG
Nrg Energy, Inc.

Utilities
2.54K
New
$83.61 - $162.67 $212K - $413K
2.54K $407K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
4.83K
New
$73.0 - $85.5 $352K - $413K
4.83K $405K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.41K
New
$60.34 - $74.89 $326K - $405K
5.41K $404K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4K
New
$90.85 - $102.31 $364K - $409K
4K $403K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
9.78K
New
$36.35 - $41.07 $356K - $402K
9.78K $401K
BC
Brunswick Corp

Consumer Cyclical
6.3K
New
$41.93 - $58.37 $264K - $368K
6.3K $347K
GM
General Motors CO

Consumer Cyclical
6.98K
New
$42.48 - $50.46 $296K - $352K
6.98K $343K
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.03K
New
$136.63 - $176.62 $278K - $359K
2.03K $343K
ABC
Amerisourcebergen Corp

Healthcare
1.85K
New
N/A
1.85K $342K
CSL
Carlisle Companies Inc

Industrials
908
New
$317.1 - $408.5 $288K - $371K
908 $339K
LHX
L3 Harris Technologies, Inc.

Industrials
1.27K
New
$200.21 - $256.99 $253K - $325K
1.27K $317K
EBAY
Ebay Inc

Consumer Cyclical
4.19K
New
$59.52 - $79.36 $249K - $332K
4.19K $311K
TPR
Tapestry, Inc.

Consumer Cyclical
3.18K
New
$60.6 - $87.81 $193K - $279K
3.18K $278K
TDIV
First Trust Nasdaq Technology

ETFs
3.02K
New
$64.41 - $90.17 $195K - $272K
3.02K $272K
JBL
Jabil Inc

Technology
1.19K
New
$116.88 - $218.1 $140K - $260K
1.19K $260K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.25K
New
$82.32 - $112.47 $185K - $253K
2.25K $252K
TWLO
Twilio Inc

Communication Services
1.91K
New
$81.34 - $124.36 $155K - $237K
1.91K $237K
DPZ
Dominos Pizza Inc

Consumer Cyclical
489
New
$430.72 - $497.52 $211K - $243K
489 $220K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.86K
New
$50.53 - $212.53 $195K - $820K
3.86K $213K
EXR
Extra Space Storage Inc.

Real Estate
1.44K
New
$126.61 - $152.99 $182K - $220K
1.44K $212K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
8.57K
New
$16.01 - $24.16 $137K - $207K
8.57K $207K
CSGP
Costar Group, Inc.

Real Estate
2.53K
New
$72.62 - $83.22 $184K - $211K
2.53K $203K
IDXX
Idexx Laboratories Inc

Healthcare
374
New
$361.04 - $536.34 $135K - $201K
374 $200K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
8.58K
New
$23.29 - $23.38 $200K - $200K
8.58K $200K
WTI
W&T Offshore Inc

Energy
61.1K
New
$1.11 - $2.36 $67.8K - $144K
61.1K $100K
WIT
Wipro LTD

Technology
20.6K
New
$2.7 - $3.09 $55.5K - $63.6K
20.6K $62K
EDAP
Edap Tms Sa

Healthcare
32.5K
New
$1.31 - $2.3 $42.6K - $74.9K
32.5K $53K
SKIN
Beauty Health CO

Consumer Defensive
25.9K
New
$0.82 - $1.95 $21.2K - $50.5K
25.9K $49K
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