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
UPST
Upstart Holdings, Inc.

Financial Services
37.2K
New
$46.03 - $88.77 $1.71M - $3.3M
37.2K $1.71M
AFRM
Affirm Holdings, Inc.

Technology
37.9K
New
$43.7 - $80.98 $1.65M - $3.07M
37.9K $1.71M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
30.7K
New
$54.25 - $57.64 $1.67M - $1.77M
30.7K $1.69M
VZ
Verizon Communications Inc

Communication Services
37K
New
$37.81 - $46.49 $1.4M - $1.72M
37K $1.68M
DOCU
Docusign, Inc.

Technology
19.8K
New
$74.7 - $97.7 $1.48M - $1.93M
19.8K $1.61M
BR
Broadridge Financial Solutions, Inc.

Technology
6.4K
New
$221.46 - $244.83 $1.42M - $1.57M
6.4K $1.55M
CGDV
Capital Group Divid Value ETF

ETFs
42.3K
New
$34.95 - $37.36 $1.48M - $1.58M
42.3K $1.5M
ELV
Elevance Health, Inc.

Healthcare
3.42K
New
$365.9 - $436.25 $1.25M - $1.49M
3.42K $1.48M
VTWO
Vanguard Russell 2000 ETF

ETFs
18.2K
New
$80.08 - $92.93 $1.46M - $1.69M
18.2K $1.48M
EMR
Emerson Electric CO

Industrials
13K
New
$108.64 - $131.17 $1.42M - $1.71M
13K $1.43M
CHD
Church & Dwight CO Inc

Consumer Defensive
12.1K
New
$101.42 - $113.2 $1.22M - $1.37M
12.1K $1.33M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
18.2K
New
$69.87 - $75.62 $1.27M - $1.37M
18.2K $1.33M
XLY
Select Sector Spdr Consumer Di

ETFs
6.69K
New
$192.6 - $233.2 $1.29M - $1.56M
6.69K $1.32M
OEF
Ishares S&P 100 ETF

ETFs
4.89K
New
N/A
4.89K $1.3M
INTC
Intel Corp

Technology
57.2K
New
$19.1 - $27.39 $1.09M - $1.57M
57.2K $1.3M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
28.4K
New
$34.58 - $45.76 $981K - $1.3M
28.4K $1.29M
TXN
Texas Instruments Inc

Technology
6.51K
New
N/A
6.51K $1.27M
DDOG
Datadog, Inc.

Technology
12.2K
New
$98.68 - $151.89 $1.21M - $1.86M
12.2K $1.21M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
58.9K
New
$18.36 - $20.51 $1.08M - $1.21M
58.9K $1.18M
MSTR
Microstrategy Inc

Technology
4.04K
New
$239.27 - $396.5 $966K - $1.6M
4.04K $1.16M
SPTL
Spdr Portfolio Long Term Treas

ETFs
43K
New
$25.54 - $27.64 $1.1M - $1.19M
43K $1.16M
FAAR
First Trust Vii Alternative Ab

ETFs
40.4K
New
$27.81 - $28.97 $1.12M - $1.17M
40.4K $1.16M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
14.7K
New
$77.7 - $78.94 $1.14M - $1.16M
14.7K $1.16M
TLT
Ishares Barclays 20+ Year Trea

ETFs
12.7K
New
$85.29 - $92.57 $1.09M - $1.18M
12.7K $1.15M
IDV
Ishares Tr

ETFs
36.3K
New
$27.0 - $31.7 $981K - $1.15M
36.3K $1.13M
FMF
First Trust Managed Futures St

ETFs
24.5K
New
$45.87 - $48.39 $1.13M - $1.19M
24.5K $1.13M
FTLS
First Tr Long/Short Equity ETF

ETFs
17.6K
New
$63.42 - $68.17 $1.11M - $1.2M
17.6K $1.12M
SPTS
Spdr Portfolio Short Term Trea

ETFs
37.8K
New
$28.92 - $29.22 $1.09M - $1.1M
37.8K $1.1M
TSCO
Tractor Supply CO

Consumer Cyclical
20K
New
$51.66 - $57.94 $1.03M - $1.16M
20K $1.1M
VRIG
Invesco Actively Managed ETF F

ETFs
44K
New
$25.06 - $25.19 $1.1M - $1.11M
44K $1.1M
ITW
Illinois Tool Works Inc

Industrials
4.44K
New
$244.9 - $274.48 $1.09M - $1.22M
4.44K $1.1M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.69K
New
$283.24 - $338.07 $1.05M - $1.25M
3.69K $1.09M
RSG
Republic Services, Inc.

Industrials
4.43K
New
$200.09 - $242.16 $887K - $1.07M
4.43K $1.07M
COP
Conocophillips

Energy
10.2K
New
$88.6 - $105.85 $901K - $1.08M
10.2K $1.07M
CLX
Clorox CO

Consumer Defensive
7.12K
New
$141.76 - $162.89 $1.01M - $1.16M
7.12K $1.05M
DISV
Dimensional ETF Tr Dimensional

ETFs
35.3K
New
$26.09 - $30.21 $921K - $1.07M
35.3K $1.04M
HYD
Vaneck High Yield Muni ETF

ETFs
20.3K
New
$50.79 - $52.53 $1.03M - $1.07M
20.3K $1.04M
JHMM
John Hancock Multifactor Mid C

ETFs
17.7K
New
$55.69 - $63.12 $988K - $1.12M
17.7K $1.01M
CMI
Cummins Inc

Industrials
3.08K
New
$312.92 - $386.07 $962K - $1.19M
3.08K $963K
XLP
Consumer Staples Sector Spdr

ETFs
12.2K
New
N/A
12.2K $924K
APH
Amphenol Corp

Technology
14.1K
New
$61.62 - $78.55 $867K - $1.1M
14.1K $922K
XLE
Energy Sector Spdr

ETFs
9.89K
New
$85.7 - $93.96 $848K - $929K
9.89K $914K
ZM
Zoom Video Communications, Inc.

Technology
12K
New
$72.23 - $88.64 $865K - $1.06M
12K $883K
JHEM
John Hancock Exchange Traded

ETFs
32.9K
New
$25.12 - $27.4 $826K - $901K
32.9K $876K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.1K
New
$114.57 - $117.99 $814K - $838K
7.1K $838K
GWW
W.W. Grainger, Inc.

Industrials
849
New
$953.54 - $1132.42 $810K - $961K
849 $838K
DIHP
Dimensional ETF Tr Dimensional

ETFs
30.5K
New
$25.1 - $27.85 $765K - $849K
30.5K $826K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
30.8K
New
$26.64 - $27.14 $820K - $836K
30.8K $824K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
7.23K
New
$103.96 - $122.36 $751K - $884K
7.23K $766K
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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