Simplicity Wealth,Llc Reduced Holdings in Q1 2025

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.05K
- 39.4%
$551.42 - $612.93 $3.34M - $3.71M
9.3K $5.2M
IBM
International Business Machines Corp

Technology
-7.98K
- 79.66%
$217.4 - $264.74 $1.73M - $2.11M
2.04K $506K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-7.38K
- 37.99%
$169.43 - $182.84 $1.25M - $1.35M
12K $2.07M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-28.9K
- 80.07%
$37.07 - $40.63 $1.07M - $1.17M
7.19K $283K
UBER
Uber Technologies, Inc

Technology
-14.8K
- 50.72%
$63.17 - $81.49 $935K - $1.21M
14.4K $1.05M
PRIM
Primoris Services Corp

Industrials
-6.67K
- 58.93%
$57.27 - $89.03 $382K - $594K
4.65K $266K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-24.7K
- 34.64%
$23.32 - $23.84 $575K - $588K
46.5K $1.09M
DVY
Ishares Tr

ETFs
-4.08K
- 59.16%
$128.58 - $138.1 $525K - $564K
2.82K $373K
SPYG
Spdr Portfolio

ETFs
-3.3K
- 14.9%
$80.05 - $92.39 $264K - $305K
18.8K $1.51M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-6.59K
- 34.22%
$74.85 - $84.89 $493K - $559K
12.7K $1.04M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-10.4K
- 54.62%
$27.56 - $32.1 $287K - $334K
8.64K $242K
FTCS
First Trust Capital Strength E

ETFs
-3.03K
- 37.59%
$86.39 - $91.35 $262K - $277K
5.03K $445K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.64K
- 14.85%
$100.34 - $100.68 $265K - $266K
15.1K $1.53M
NVO
Novo Nordisk A S

Healthcare
-2.33K
- 42.22%
$69.3 - $90.95 $161K - $212K
3.18K $221K
GDDY
Go Daddy Inc.

Technology
-1.04K
- 31.16%
$172.13 - $214.35 $179K - $223K
2.3K $414K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-4.02K
- 34.08%
$52.01 - $61.99 $209K - $249K
7.78K $415K
AXP
American Express CO

Financial Services
-573
- 37.14%
$255.39 - $325.87 $146K - $187K
970 $260K
AKAM
Akamai Technologies Inc

Technology
-1.29K
- 11.44%
N/A
10K $908K
NKE
Nike, Inc.

Consumer Cyclical
-528
- 8.88%
$63.29 - $81.72 $33.4K - $43.1K
5.42K $343K
NOG
Northern Oil & Gas, Inc.

Energy
-16
- 0.12%
$26.89 - $42.07 $430 - $673
13.4K $405K
AMP
Ameriprise Financial Inc

Financial Services
-77
- 7.31%
$472.29 - $575.13 $36.4K - $44.3K
976 $472K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-132
- 1.52%
$99.42 - $126.15 $13.1K - $16.7K
8.54K $905K
EXP
Eagle Materials Inc

Basic Materials
-74
- 2.63%
$207.49 - $262.13 $15.4K - $19.4K
2.74K $608K
STLD
Steel Dynamics Inc

Basic Materials
-831
- 25.94%
N/A
2.37K $232K
SAP
Sap Se

Technology
-524
- 18.7%
$241.4 - $293.69 $126K - $154K
2.28K $611K
EEM
Ishares Msci Emerging Markets

ETFs
-3.18K
- 9.79%
$40.81 - $45.34 $130K - $144K
29.3K $1.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.63K
- 14.91%
$442.66 - $534.52 $723K - $873K
9.32K $4.89M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-3.12K
- 25.92%
$22.35 - $24.52 $69.6K - $76.4K
8.9K $209K
FBK
Fb Financial Corp

Financial Services
-55
- 0.42%
$44.62 - $54.37 $2.45K - $2.99K
13.1K $608K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-36
- 0.57%
$43.49 - $58.8 $1.57K - $2.12K
6.27K $272K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-778
- 27.96%
$106.31 - $123.73 $82.7K - $96.3K
2.01K $248K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.23K
- 4.0%
$51.52 - $52.37 $63.3K - $64.3K
29.5K $1.54M
OCUL
Ocular Therapeutix, Inc

Healthcare
-1K
- 3.45%
$5.93 - $9.08 $5.93K - $9.08K
28K $205K
CME
Cme Group Inc.

Financial Services
-292
- 24.37%
$225.82 - $266.54 $65.9K - $77.8K
906 $240K
LPX
Louisiana Pacific Corp

Industrials
-15
- 0.51%
$89.37 - $118.15 $1.34K - $1.77K
2.93K $269K
INTU
Intuit Inc

Technology
-44
- 7.75%
$555.63 - $630.23 $24.4K - $27.7K
524 $321K
SECT
Sector 10, Inc.

ETFs
-4
- 0.05%
$50.98 - $57.8 $204 - $231
7.6K $387K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-250
- 1.55%
$32.86 - $38.05 $8.22K - $9.51K
15.9K $527K
EEMV
Ishares Msci Emerging Markets

ETFs
-420
- 10.48%
$57.07 - $59.29 $24K - $24.9K
3.59K $209K
ADSK
Autodesk, Inc.

Technology
-82
- 7.66%
N/A
989 $243K
BCS
Barclays PLC

Financial Services
-2.3K
- 18.11%
$12.69 - $16.25 $29.1K - $37.3K
10.4K $159K
SCHW
Schwab Charles Corp

Financial Services
-376
- 7.41%
$71.24 - $83.64 $26.8K - $31.4K
4.7K $367K
CTRA
Coterra Energy Inc.

Energy
-756
- 8.93%
$25.51 - $29.83 $19.3K - $22.6K
7.71K $222K
AFL
Aflac Inc

Financial Services
-20
- 0.96%
$100.99 - $111.19 $2.02K - $2.22K
2.06K $228K
BERY
Berry Global Group, Inc.

Consumer Cyclical
-57
- 0.66%
$64.35 - $73.03 $3.67K - $4.16K
8.59K $599K
AIG
American International Group, Inc.

Financial Services
-150
- 3.67%
$70.5 - $86.94 $10.6K - $13K
3.94K $342K
NVS
Novartis Ag

Healthcare
-51
- 1.41%
$97.14 - $115.57 $4.95K - $5.89K
3.57K $397K
PM
Philip Morris International Inc.

Consumer Defensive
-372
- 8.57%
$117.15 - $158.79 $43.6K - $59.1K
3.97K $629K
ED
Consolidated Edison Inc

Utilities
-77
- 1.25%
$88.0 - $110.59 $6.78K - $8.52K
6.07K $671K
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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