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
SHW
Sherwin Williams CO

Basic Materials
-688
- 51.57%
$330.88 - $375.23 $228K - $258K
646 $223K
NDAQ
Nasdaq, Inc.

Financial Services
-2.59K
- 41.72%
$86.73 - $96.94 $225K - $251K
3.62K $320K
LRN
Stride, Inc.

Consumer Defensive
-1.64K
- 50.4%
$128.23 - $169.81 $210K - $278K
1.61K $239K
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.87K
- 38.5%
$81.75 - $84.54 $234K - $242K
4.58K $385K
CVS
Cvs Health Corp

Healthcare
-3.7K
- 44.09%
$58.75 - $76.5 $217K - $283K
4.69K $353K
EOG
Eog Resources Inc

Energy
-1.72K
- 38.98%
$112.12 - $126.1 $193K - $217K
2.69K $301K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-3.11K
- 47.34%
$89.32 - $107.82 $278K - $335K
3.46K $373K
COP
Conocophillips

Energy
-2.93K
- 24.17%
$91.0 - $98.99 $267K - $290K
9.19K $869K
BEN
Franklin Resources Inc

Financial Services
-8.81K
- 48.25%
$23.13 - $26.03 $204K - $229K
9.45K $218K
INTC
Intel Corp

Technology
-15.2K
- 57.5%
$19.31 - $35.5 $293K - $539K
11.2K $376K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.68K
- 15.76%
$62.09 - $66.51 $291K - $311K
25K $1.63M
SBUX
Starbucks Corp

Consumer Cyclical
-1.34K
- 9.87%
$81.9 - $96.86 $110K - $130K
12.3K $1.04M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-6.73K
- 50.0%
$31.28 - $32.14 $210K - $216K
6.73K $216K
MAR
Marriott International Inc

Consumer Cyclical
-685
- 37.15%
$255.35 - $282.87 $175K - $194K
1.16K $301K
WDIV
Spdr S&P Global Dividend ETF

ETFs
-2.97K
- 29.79%
$70.16 - $73.96 $209K - $220K
7.01K $509K
VST
Vistra Corp.

Utilities
-1.01K
- 45.43%
$182.0 - $217.92 $184K - $221K
1.22K $238K
OEF
Ishares S&P 100 ETF

ETFs
-730
- 5.15%
N/A
13.4K $3.58M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-4.95K
- 50.56%
$41.02 - $43.2 $203K - $214K
4.84K $208K
BAC
Bank Of America Corp

Financial Services
-11.5K
- 12.26%
$44.92 - $52.42 $515K - $601K
82.1K $4.24M
C
Citigroup Inc

Financial Services
-3.34K
- 36.09%
$85.57 - $103.49 $286K - $346K
5.92K $600K
TD
Toronto Dominion Bank

Financial Services
-2.78K
- 49.12%
$72.55 - $79.95 $201K - $222K
2.88K $229K
BIIB
Biogen Inc.

Healthcare
-1.65K
- 48.13%
$122.68 - $148.84 $202K - $245K
1.78K $248K
CAH
Cardinal Health Inc

Healthcare
-962
- 38.02%
$146.04 - $167.63 $140K - $161K
1.57K $246K
WMB
Williams Companies, Inc.

Energy
-2.81K
- 36.8%
$56.52 - $64.01 $159K - $180K
4.83K $306K
SYK
Stryker Corp

Healthcare
-388
- 33.11%
$368.57 - $403.53 $143K - $157K
784 $289K
PEG
Public Service Enterprise Group Inc

Utilities
-2.02K
- 34.38%
$79.99 - $90.14 $162K - $182K
3.86K $322K
NRG
Nrg Energy, Inc.

Utilities
-1.09K
- 43.03%
$144.77 - $173.91 $158K - $190K
1.45K $234K
MCK
Mckesson Corp

Healthcare
-256
- 40.89%
$659.01 - $772.54 $169K - $198K
370 $285K
AMT
American Tower Corp

Real Estate
-618
- 32.94%
$192.32 - $232.35 $119K - $144K
1.26K $241K
NEM
Newmont Corp

Basic Materials
-7.83K
- 41.83%
$57.35 - $85.25 $449K - $668K
10.9K $918K
PANW
Palo Alto Networks Inc

Technology
-816
- 31.73%
$167.06 - $208.19 $136K - $170K
1.76K $357K
UL
Unilever PLC

Consumer Defensive
-2.54K
- 27.75%
$58.43 - $65.01 $148K - $165K
6.6K $391K
FIS
Fidelity National Information Services, Inc.

Technology
-781
- 10.98%
$63.37 - $82.35 $49.5K - $64.3K
6.33K $417K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.64K
- 36.49%
$99.12 - $99.52 $162K - $163K
2.85K $283K
MRVL
Marvell Technology, Inc.

Technology
-2.33K
- 42.54%
$62.31 - $84.07 $145K - $196K
3.15K $264K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-177
- 2.07%
$86.13 - $119.63 $15.2K - $21.2K
8.38K $785K
ED
Consolidated Edison Inc

Utilities
-1.59K
- 13.76%
$95.57 - $105.36 $151K - $167K
9.94K $998K
GLD
Spdr Gold Trust

ETFs
-2.03K
- 18.15%
$300.96 - $355.47 $610K - $721K
9.14K $3.25M
FDX
Fedex Corp

Industrials
-732
- 35.33%
$217.1 - $243.2 $159K - $178K
1.34K $315K
ABC
Amerisourcebergen Corp

Healthcare
-832
- 44.92%
N/A
1.02K $188K
AIG
American International Group, Inc.

Financial Services
-1.53K
- 34.05%
$76.34 - $85.87 $117K - $131K
2.96K $232K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.51K
- 37.73%
$101.12 - $106.18 $153K - $160K
2.49K $256K
AXP
American Express CO

Financial Services
-526
- 24.22%
$294.27 - $342.31 $155K - $180K
1.65K $546K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-6.97K
- 24.08%
$25.43 - $27.31 $177K - $190K
22K $599K
CRCT
Cricut, Inc.

Technology
-20.2K
- 54.26%
$4.64 - $7.21 $93.9K - $146K
17.1K $107K
OMFL
Invesco Exchange Traded Self I

ETFs
-2.69K
- 37.4%
$57.41 - $60.45 $155K - $163K
4.51K $271K
TGT
Target Corp

Consumer Defensive
-999
- 17.07%
$86.56 - $107.43 $86.5K - $107K
4.85K $435K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-516
- 17.92%
$301.44 - $365.84 $156K - $189K
2.36K $764K
O
Realty Income Corp

Real Estate
-2.57K
- 34.27%
$56.13 - $60.79 $144K - $156K
4.94K $300K
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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