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
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.69K
New
$67.08 - $76.14 $650K - $738K
9.69K $716K
ICVT
Ishares Tr Convertible Bond Et

ETFs
8.38K
New
$83.18 - $89.27 $697K - $748K
8.38K $703K
HTRB
Hartford Fds Total Return Bd E

ETFs
20.5K
New
$33.03 - $34.09 $677K - $699K
20.5K $692K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
14.4K
New
$46.18 - $47.84 $663K - $687K
14.4K $681K
PLTR
Palantir Technologies Inc.

Technology
7.98K
New
$64.98 - $124.62 $518K - $994K
7.98K $673K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.58K
New
$100.32 - $100.76 $660K - $663K
6.58K $662K
AZO
Autozone Inc

Consumer Cyclical
170
New
$3193.96 - $3828.11 $543K - $651K
170 $648K
CFG
Citizens Financial Group Inc

Financial Services
15.3K
New
$39.73 - $48.36 $608K - $740K
15.3K $626K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
17.2K
New
$34.23 - $36.9 $587K - $633K
17.2K $615K
DFAS
Dimensional ETF Tr U S Small C

ETFs
10.1K
New
$58.81 - $68.2 $595K - $691K
10.1K $604K
HEFA
Ishares Currency Hedged Msci E

ETFs
16.1K
New
$34.83 - $37.52 $562K - $605K
16.1K $590K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
19.2K
New
$26.71 - $31.58 $512K - $606K
19.2K $585K
RELY
Remitly Global, Inc.

Technology
27.9K
New
$19.49 - $27.14 $543K - $757K
27.9K $579K
WTFC
Wintrust Financial Corp

Financial Services
5.04K
New
$107.76 - $136.92 $543K - $690K
5.04K $567K
GE
General Electric CO

Industrials
2.77K
New
$168.59 - $212.13 $467K - $588K
2.77K $554K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
11.3K
New
$48.31 - $49.23 $545K - $556K
11.3K $554K
PGR
Progressive Corp

Financial Services
1.91K
New
$235.61 - $291.22 $449K - $555K
1.91K $539K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
16.7K
New
$28.66 - $31.72 $480K - $531K
16.7K $516K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
25.4K
New
$19.7 - $20.61 $500K - $523K
25.4K $509K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
22.6K
New
$22.11 - $22.43 $501K - $508K
22.6K $507K
FNDF
Schwab Fundamental Intl Large

ETFs
13.3K
New
$32.9 - $37.45 $436K - $497K
13.3K $483K
GILD
Gilead Sciences, Inc.

Healthcare
4.31K
New
$89.14 - $117.41 $384K - $506K
4.31K $482K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
7.5K
New
$59.28 - $66.1 $445K - $496K
7.5K $482K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.51K
New
$50.39 - $50.66 $479K - $482K
9.51K $481K
HYDB
Ishares Tr Edge High Yield Def

ETFs
10.2K
New
$46.82 - $47.8 $479K - $489K
10.2K $480K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.5K
New
$44.41 - $45.98 $468K - $485K
10.5K $479K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
15.6K
New
$26.05 - $30.88 $407K - $482K
15.6K $475K
JHSC
John Hancock ETF Tr Multifacto

ETFs
12.4K
New
$36.26 - $41.89 $451K - $521K
12.4K $461K
VLUE
Ishares Msci Usa Value Factor

ETFs
4.36K
New
$104.89 - $113.56 $457K - $495K
4.36K $460K
FCX
Freeport Mcmoran Inc

Basic Materials
11.8K
New
$34.5 - $43.01 $408K - $509K
11.8K $447K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
8.07K
New
$53.6 - $58.97 $433K - $476K
8.07K $438K
MARB
First Tr Exchange Traded Fd Ii

ETFs
21.9K
New
$19.75 - $20.03 $432K - $439K
21.9K $434K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
7.08K
New
$53.69 - $62.68 $380K - $444K
7.08K $430K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
22K
New
$18.46 - $19.15 $406K - $421K
22K $421K
VAW
Vanguard Materials ETF

ETFs
2.18K
New
$185.71 - $202.46 $405K - $441K
2.18K $407K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
16.5K
New
$21.95 - $24.74 $362K - $408K
16.5K $400K
HYLB
Xtrackers Usd High Yield Corp

ETFs
11.1K
New
$35.96 - $36.72 $398K - $407K
11.1K $399K
CGUS
Capital Group Core Equity ETF
11.9K
New
$33.08 - $36.62 $393K - $435K
11.9K $395K
AMGN
Amgen Inc

Healthcare
1.25K
New
$258.59 - $327.36 $324K - $410K
1.25K $390K
WDIV
Spdr S&P Global Dividend ETF

ETFs
5.97K
New
$60.51 - $66.3 $361K - $396K
5.97K $389K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.67K
New
$48.43 - $49.86 $371K - $382K
7.67K $382K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
4.44K
New
$84.4 - $94.7 $375K - $420K
4.44K $374K
PSX
Phillips 66

Energy
3.01K
New
$113.93 - $131.55 $343K - $396K
3.01K $372K
MBSD
Flexshares Tr Disciplined Dura

ETFs
17.7K
New
$20.03 - $20.68 $355K - $367K
17.7K $366K
SO
Southern CO

Utilities
3.95K
New
$80.96 - $92.96 $320K - $367K
3.95K $363K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
10.3K
New
$34.28 - $36.43 $354K - $376K
10.3K $356K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
12K
New
$27.47 - $30.62 $329K - $367K
12K $356K
NEE
Nextera Energy Inc

Utilities
5.01K
New
$66.96 - $76.16 $335K - $381K
5.01K $354K
AMAT
Applied Materials Inc

Technology
2.42K
New
$145.06 - $195.51 $351K - $474K
2.42K $351K
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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