Simplicity Wealth,Llc Reduced Holdings in Q3 2025

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPGI
S&P Global Inc.

Financial Services
-723
- 48.72%
$484.94 - $564.15 $351K - $408K
761 $370K
CRWD
Crowd Strike Holdings, Inc.

Technology
-754
- 34.73%
$412.46 - $514.1 $311K - $388K
1.42K $694K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.98K
- 37.12%
$224.68 - $282.71 $669K - $842K
5.05K $1.41M
NVS
Novartis Ag

Healthcare
-3.59K
- 41.86%
$113.5 - $129.73 $408K - $466K
4.99K $640K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.19K
- 52.4%
$404.94 - $499.99 $482K - $595K
1.08K $524K
EBND
Spdr Bloomberg Emerging Market

ETFs
-18.2K
- 41.64%
$20.95 - $21.57 $382K - $393K
25.6K $545K
CEG
Constellation Energy Corp

Utilities
-1.21K
- 47.15%
$298.82 - $354.89 $361K - $429K
1.36K $445K
DD
Du Pont De Nemours, Inc.

Basic Materials
-5.98K
- 60.46%
$69.9 - $78.26 $418K - $468K
3.91K $304K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-3.16K
- 28.52%
$117.65 - $120.08 $371K - $379K
7.91K $945K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-12.1K
- 47.59%
$32.11 - $34.92 $388K - $422K
13.3K $465K
MS
Morgan Stanley

Financial Services
-3.08K
- 41.89%
$139.09 - $161.16 $428K - $496K
4.27K $679K
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.16K
- 52.1%
$109.11 - $111.88 $345K - $353K
2.9K $322K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-7.99K
- 51.76%
$43.1 - $44.6 $344K - $356K
7.44K $329K
TDUP
Thred Up Inc.

Consumer Cyclical
-62.8K
- 50.03%
$6.72 - $12.08 $422K - $759K
62.8K $599K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-4.69K
- 35.95%
$89.29 - $100.17 $419K - $470K
8.36K $836K
CI
Cigna Corp

Healthcare
-692
- 21.63%
$262.23 - $334.39 $181K - $231K
2.51K $722K
CME
Cme Group Inc.

Financial Services
-1.18K
- 54.46%
$258.83 - $287.1 $306K - $340K
990 $267K
BX
Blackstone Inc.

Financial Services
-2.47K
- 57.57%
$152.77 - $188.68 $377K - $466K
1.82K $311K
RY
Royal Bank Of Canada

Financial Services
-2.81K
- 49.63%
$128.46 - $148.6 $361K - $417K
2.85K $420K
VRIG
Invesco Actively Managed ETF F

ETFs
-12.9K
- 59.84%
$25.04 - $25.16 $323K - $325K
8.67K $217K
VIG
Vanguard Dividend Appreciation

ETFs
-1.77K
- 12.02%
N/A
12.9K $2.35M
CTAS
Cintas Corp

Industrials
-1.29K
- 45.27%
$199.29 - $226.27 $257K - $292K
1.56K $320K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-25.6K
- 36.74%
$12.9 - $13.59 $330K - $348K
44K $591K
ADSK
Autodesk, Inc.

Technology
-1.2K
- 27.87%
N/A
3.1K $762K
BK
Bank Of New York Mellon Corp

Financial Services
-5.01K
- 35.37%
$90.65 - $109.75 $454K - $549K
9.15K $996K
GILD
Gilead Sciences, Inc.

Healthcare
-2.63K
- 23.67%
$108.22 - $120.47 $285K - $317K
8.48K $941K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-590
- 27.28%
$567.09 - $607.37 $335K - $358K
1.57K $937K
KEX
Kirby Corp

Industrials
-50
- 0.54%
$82.64 - $120.83 $4.13K - $6.04K
9.15K $763K
KMB
Kimberly Clark Corp

Consumer Defensive
-2.05K
- 55.08%
$121.72 - $136.77 $250K - $280K
1.67K $207K
GS
Goldman Sachs Group Inc

Financial Services
-627
- 24.38%
$696.56 - $806.32 $437K - $506K
1.95K $1.55M
COCO
Vita Coco Company, Inc.

Consumer Defensive
-9K
- 51.19%
$32.3 - $42.82 $291K - $386K
8.58K $364K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-5.71K
- 51.19%
$47.03 - $47.97 $268K - $274K
5.44K $260K
AFL
Aflac Inc

Financial Services
-2.68K
- 54.54%
$98.09 - $111.7 $263K - $299K
2.24K $249K
QCOM
Qualcomm Inc

Technology
-1.96K
- 23.32%
$145.84 - $173.55 $286K - $340K
6.44K $1.07M
TTE
Total Energies Se

Energy
-3.85K
- 43.64%
N/A
4.97K $340K
KKR
Kkr & Co. Inc.

Financial Services
-1.92K
- 50.58%
$129.95 - $152.16 $249K - $292K
1.87K $243K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.33K
- 17.0%
$78.11 - $79.07 $260K - $263K
16.2K $1.28M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-8.55K
- 51.14%
$30.02 - $30.29 $257K - $259K
8.17K $247K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-5.88K
- 43.44%
$44.22 - $45.74 $260K - $269K
7.65K $348K
DUK
Duke Energy Corp

Utilities
-2.84K
- 17.01%
$116.31 - $125.93 $330K - $358K
13.9K $1.71M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-10.5K
- 51.61%
$25.53 - $26.94 $268K - $283K
9.85K $265K
SHEL
Shell PLC

Energy
-3.71K
- 27.22%
$69.82 - $73.93 $259K - $274K
9.92K $709K
CGUS
Capital Group Core Equity ETF
-8.01K
- 30.04%
$36.89 - $39.72 $295K - $318K
18.7K $737K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.45K
- 17.32%
$107.66 - $112.36 $264K - $276K
11.7K $1.31M
PFE
Pfizer Inc

Healthcare
-12.3K
- 20.54%
$23.29 - $25.88 $287K - $319K
47.7K $1.21M
VLO
Valero Energy Corp

Energy
-2.77K
- 42.8%
$131.77 - $175.63 $365K - $487K
3.71K $630K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-3.61K
- 45.12%
$73.9 - $84.4 $267K - $305K
4.39K $344K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.49K
- 50.83%
$55.15 - $58.11 $248K - $261K
4.35K $249K
EEM
Ishares Msci Emerging Markets

ETFs
-7.39K
- 23.93%
$48.07 - $53.4 $355K - $395K
23.5K $1.25M
Activity Summary
Buys All Purchases 244 New Holdings 161 Increased Positions 83 Sells All Sells 442 Reductions 442 Sold out 0 Options Calls 0 Puts 0
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