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
GD
General Dynamics Corp

Industrials
822
New
$241.94 - $272.58 $199K - $224K
822 $224K
PANW
Palo Alto Networks Inc

Technology
1.31K
New
$167.82 - $208.28 $220K - $273K
1.31K $223K
WMB
Williams Companies, Inc.

Energy
3.73K
New
$54.02 - $61.09 $201K - $228K
3.73K $222K
ISMD
Northern Lts Fd Tr Iv

ETFs
6.51K
New
$33.87 - $38.9 $220K - $253K
6.51K $222K
SNY
Sanofi

Healthcare
3.98K
New
$48.15 - $59.42 $192K - $236K
3.98K $220K
CCL
Carnival Corp

Consumer Cyclical
11.2K
New
$19.08 - $28.49 $214K - $320K
11.2K $219K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.87K
New
$25.81 - $28.52 $203K - $224K
7.87K $217K
AEP
American Electric Power CO Inc

Utilities
1.95K
New
$90.32 - $109.27 $176K - $214K
1.95K $213K
BP
Bp PLC

Energy
6.33K
New
$29.93 - $35.31 $189K - $224K
6.33K $213K
TTE
Total Energies Se

Energy
3.1K
New
N/A
3.1K $212K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
331
New
$634.14 - $744.83 $210K - $247K
331 $209K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.7K
New
$28.11 - $32.0 $188K - $214K
6.7K $206K
USB
Us Bancorp \De\

Financial Services
4.86K
New
$40.92 - $50.9 $199K - $248K
4.86K $205K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.55K
New
$80.53 - $147.57 $125K - $229K
1.55K $205K
CB
Chubb LTD

Financial Services
676
New
$257.71 - $301.99 $174K - $204K
676 $204K
MS
Morgan Stanley

Financial Services
1.74K
New
$111.68 - $141.08 $194K - $245K
1.74K $203K
RL
Ralph Lauren Corp

Consumer Cyclical
919
New
$215.68 - $286.74 $198K - $264K
919 $202K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
4.63K
New
$42.36 - $43.8 $196K - $203K
4.63K $200K
MFC
Manulife Financial Corp

Financial Services
6.44K
New
$28.41 - $31.82 $183K - $205K
6.44K $200K
AGL
Agilon Health, Inc.

Healthcare
43K
New
$1.92 - $4.61 $82.6K - $198K
43K $186K
TDUP
Thred Up Inc.

Consumer Cyclical
64.9K
New
$1.28 - $2.97 $83K - $193K
64.9K $167K
RC
Ready Capital Corp

Real Estate
30K
New
$4.9 - $7.05 $147K - $212K
30K $152K
CRCT
Cricut, Inc.

Technology
26K
New
$5.13 - $6.01 $133K - $156K
26K $133K
SSRM
Ssr Mining Inc.

Basic Materials
10.9K
New
$7.06 - $11.21 $76.9K - $122K
10.9K $109K
CMPX
Compass Therapeutics, Inc.

Healthcare
46.5K
New
$1.4 - $3.9 $65.2K - $182K
46.5K $88K
UGP
Ultrapar Holdings Inc

Energy
22.3K
New
$2.56 - $3.2 $57.2K - $71.5K
22.3K $68K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
30.5K
New
$2.21 - $6.13 $67.4K - $187K
30.5K $67K
MNTK
Montauk Renewables, Inc.

Utilities
26.9K
New
$2.07 - $4.94 $55.7K - $133K
26.9K $56K
OSUR
Orasure Technologies Inc

Healthcare
15.8K
New
$3.06 - $4.11 $48.4K - $65K
15.8K $54K
JRVR
James River Group Holdings, Ltd.

Financial Services
12.1K
New
$3.51 - $5.02 $42.3K - $60.5K
12.1K $50K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
30.3K
New
$1.41 - $4.58 $42.8K - $139K
30.3K $44K
EGY
Vaalco Energy Inc

Energy
10.6K
New
$3.71 - $4.74 $39.2K - $50.1K
10.6K $39K
BBD
Bank Bradesco

Financial Services
11.7K
New
$1.85 - $2.32 $21.7K - $27.2K
11.7K $26K
NVTS
Navitas Semiconductor Corp

Technology
12.9K
New
$1.83 - $4.25 $23.5K - $54.6K
12.9K $26K
RAPT
Rapt Therapeutics, Inc.

Healthcare
20.3K
New
$1.05 - $1.72 $21.3K - $34.9K
20.3K $24K
SAVA
Cassava Sciences Inc

Healthcare
12.9K
New
$1.5 - $3.02 $19.3K - $38.9K
12.9K $19K
GLDG
Gold Mining Inc.

Basic Materials
20K
New
$0.77 - $0.9 $15.4K - $18K
20K $16K
VTYX
Ventyx Biosciences, Inc.

Healthcare
12.1K
New
$1.15 - $2.52 $13.9K - $30.6K
12.1K $13K
REI
Ring Energy, Inc.

Energy
12.1K
New
$1.09 - $1.51 $13.2K - $18.3K
12.1K $13K
IAUX
I 80 Gold Corp.
16.6K
New
$0.53 - $0.83 $8.79K - $13.8K
16.6K $10K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
20.4K
New
$0.29 - $0.96 $5.93K - $19.6K
20.4K $9K
VERU
Veru Inc.

Healthcare
13.5K
New
$0.45 - $1.28 $6.08K - $17.3K
13.5K $6K
SES
Ses Ai Corp

Consumer Cyclical
10.4K
New
$0.4 - $2.25 $4.15K - $23.4K
10.4K $5K
Spdr Ser Tr
13.1K
New
N/A
13.1K $0
Arm Holdings PLC
12.3K
New
N/A
12.3K $0
Core Scientific Inc New
126K
New
N/A
126K $0
Astera Labs Inc
14.4K
New
N/A
14.4K $0
Zacks Trust
23K
New
N/A
23K $0
Dimensional ETF Trust
26.6K
New
N/A
26.6K $0
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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