Simplicity Wealth,Llc Reduced Holdings in Q2 2025

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-88.9K
- 80.38%
$91.43 - $91.74 $8.13M - $8.15M
21.7K $1.99M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-312K
- 82.82%
$20.12 - $21.0 $6.27M - $6.54M
64.6K $1.35M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-105K
- 90.07%
$47.09 - $48.01 $4.93M - $5.03M
11.5K $554K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-109K
- 88.59%
$41.1 - $42.37 $4.49M - $4.63M
14.1K $594K
GTO
Invesco Actively Managed ETF T

ETFs
-87.9K
- 52.77%
$45.73 - $47.2 $4.02M - $4.15M
78.7K $3.69M
SOFI
So Fi Technologies, Inc.

Financial Services
-209K
- 90.97%
$9.5 - $18.21 $1.98M - $3.8M
20.7K $377K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-22.8K
- 35.21%
$96.84 - $99.46 $2.21M - $2.27M
42K $4.17M
HYG
Ishares Tr

ETFs
-25.8K
- 64.08%
$75.75 - $80.65 $1.96M - $2.08M
14.5K $1.17M
HOOD
Robinhood Markets, Inc.

Technology
-47.2K
- 87.83%
$34.17 - $93.63 $1.61M - $4.42M
6.55K $613K
VTV
Vanguard Value ETF

ETFs
-9.21K
- 54.87%
$153.67 - $176.74 $1.42M - $1.63M
7.58K $1.34M
VEA
Vanguard Ftse Developed Market

ETFs
-25.1K
- 58.25%
$45.65 - $57.01 $1.15M - $1.43M
18K $1.03M
MO
Altria Group, Inc.

Consumer Defensive
-18.7K
- 32.14%
$55.56 - $60.91 $1.04M - $1.14M
39.5K $2.32M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-34.1K
- 23.17%
$24.32 - $27.87 $829K - $951K
113K $3M
VDE
Vanguard Energy ETF

ETFs
-7.58K
- 79.13%
$105.87 - $130.56 $803K - $990K
2K $239K
PFF
Ishares Trust Ishares Pfd And

ETFs
-28K
- 70.27%
$29.0 - $30.68 $813K - $860K
11.9K $363K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-9.14K
- 45.55%
$91.23 - $97.27 $834K - $889K
10.9K $1.06M
SHOP
Shopify Inc.

Technology
-11.2K
- 41.0%
$76.89 - $115.35 $859K - $1.29M
16.1K $1.86M
VUG
Vanguard Growth ETF

ETFs
-2.64K
- 43.18%
$329.49 - $438.4 $870K - $1.16M
3.47K $1.52M
INTC
Intel Corp

Technology
-30.8K
- 53.85%
$18.13 - $22.69 $558K - $698K
26.4K $591K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-13.7K
- 21.53%
$49.79 - $50.75 $682K - $695K
49.9K $2.53M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-8.02K
- 36.45%
$82.21 - $83.12 $659K - $667K
14K $1.16M
VB
Vanguard Small Cap ETF

ETFs
-3.07K
- 50.86%
$193.73 - $237.37 $594K - $728K
2.96K $701K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-5.75K
- 56.17%
$99.1 - $99.49 $569K - $572K
4.48K $445K
VRIG
Invesco Actively Managed ETF F

ETFs
-22.4K
- 50.94%
$24.89 - $25.14 $558K - $563K
21.6K $540K
PFE
Pfizer Inc

Healthcare
-14.3K
- 19.2%
$21.59 - $24.84 $308K - $354K
60K $1.45M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-18.7K
- 20.14%
$26.18 - $30.91 $490K - $579K
74.3K $2.24M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-13.5K
- 43.81%
$25.27 - $27.14 $341K - $366K
17.3K $467K
UPS
United Parcel Service Inc

Industrials
-2.11K
- 16.67%
$91.92 - $110.2 $194K - $233K
10.6K $1.07M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-4.12K
- 28.66%
$104.23 - $134.39 $429K - $554K
10.3K $1.38M
QCOM
Qualcomm Inc

Technology
-2.2K
- 20.72%
$124.66 - $159.48 $274K - $350K
8.4K $1.34M
SAP
Sap Se

Technology
-1.16K
- 51.1%
$237.53 - $309.8 $276K - $361K
1.11K $338K
CMCSA
Comcast Corp

Communication Services
-5.6K
- 12.74%
$32.84 - $36.72 $184K - $206K
38.4K $1.37M
SYF
Synchrony Financial

Financial Services
-8.06K
- 36.6%
$43.81 - $66.74 $353K - $538K
14K $931K
EXP
Eagle Materials Inc

Basic Materials
-882
- 32.19%
$193.68 - $241.95 $171K - $213K
1.86K $375K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-7.71K
- 27.18%
$41.45 - $54.46 $319K - $420K
20.6K $1.07M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-3.83K
- 49.24%
$47.79 - $56.03 $183K - $215K
3.95K $203K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.75K
- 26.59%
$100.04 - $100.54 $175K - $176K
4.83K $485K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-1.47K
- 22.11%
$299.15 - $396.54 $441K - $584K
5.19K $2.06M
GDDY
Go Daddy Inc.

Technology
-807
- 35.09%
$162.11 - $192.36 $131K - $155K
1.49K $268K
MPC
Marathon Petroleum Corp

Energy
-915
- 28.48%
$118.55 - $170.08 $108K - $156K
2.3K $381K
F
Ford Motor CO

Consumer Cyclical
-10.3K
- 33.61%
$8.69 - $10.85 $89.4K - $112K
20.3K $220K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.56K
- 5.36%
$51.14 - $57.0 $79.8K - $88.9K
27.6K $1.57M
LKQ
Lkq Corp

Consumer Cyclical
-23
- 0.16%
$36.86 - $43.38 $848 - $998
13.9K $515K
CBRE
Cbre Group, Inc.

Real Estate
-492
- 23.79%
$113.94 - $140.12 $56.1K - $68.9K
1.58K $220K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-212
- 9.1%
$99.97 - $129.69 $21.2K - $27.5K
2.12K $220K
PAYC
Paycom Software, Inc.

Technology
-173
- 12.14%
$193.07 - $265.71 $33.4K - $46K
1.25K $289K
FBK
Fb Financial Corp

Financial Services
-7
- 0.05%
$39.93 - $46.97 $280 - $329
13.1K $594K
Waldencast PLC
-2.7K
- 2.26%
N/A
117K $0
Dimensional ETF Trust
-5.63K
- 21.16%
N/A
21K $0
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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