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
CGMU
Capital Group Core Plus Income
-63.3K
- 47.55%
N/A
69.8K $0
Linde PLC
-1.39K
- 35.36%
N/A
2.55K $0
Capital Group Dividend Growe
-7.49K
- 19.78%
N/A
30.4K $0
Arista Networks Inc
-1.3K
- 29.47%
N/A
3.11K $0
Spdr Series Trust
-13.8K
- 49.12%
N/A
14.3K $0
Northern Lts Fd Tr Iv
-11K
- 38.85%
N/A
17.3K $0
Blackrock ETF Trust Ii
-2.67K
- 29.55%
N/A
6.37K $0
Neuberger Berman ETF Trust
-12K
- 48.63%
N/A
12.7K $0
Ishares Tr
-17.6K
- 51.28%
N/A
16.7K $0
Northern Lts Fd Tr Iv
-10.9K
- 38.75%
N/A
17.2K $0
J P Morgan Exchange Traded F
-2.62K
- 24.12%
N/A
8.23K $0
Invesco Actively Managed Exc
-299
- 1.44%
N/A
20.5K $0
Principal Exchange Traded Fd
-2.18K
- 15.76%
N/A
11.7K $0
Spdr Series Trust
-19.1K
- 36.73%
N/A
32.8K $0
Northern Lts Fd Tr Iv
-11.5K
- 39.6%
N/A
17.5K $0
John Hancock Exchange Traded
-10.4K
- 22.49%
N/A
36K $0
Ge Vernova Inc
-35
- 2.77%
N/A
1.23K $0
Dimensional ETF Trust
-10.3K
- 49.11%
N/A
10.7K $0
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-86
- 2.18%
$50.43 - $58.95 $4.34K - $5.07K
3.87K $206K
MPC
Marathon Petroleum Corp

Energy
-267
- 11.62%
$158.59 - $198.69 $42.3K - $53.1K
2.03K $391K
TDIV
First Trust Nasdaq Technology

ETFs
-64
- 2.12%
$89.27 - $100.33 $5.71K - $6.42K
2.96K $291K
AZN
Astrazeneca PLC

Healthcare
-429
- 5.46%
$68.72 - $82.11 $29.5K - $35.2K
7.43K $570K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.82K
- 6.74%
$49.43 - $54.52 $90K - $99.2K
25.2K $1.36M
EBAY
Ebay Inc

Consumer Cyclical
-425
- 10.15%
$75.33 - $100.77 $32K - $42.8K
3.76K $342K
WLTG
ETF Opportunities Tr Wealthtru

ETFs
-17.5K
- 7.88%
$31.97 - $35.31 $560K - $619K
205K $7.15M
ETR
Entergy Corp

Utilities
-158
- 3.22%
$80.93 - $93.55 $12.8K - $14.8K
4.76K $443K
URI
United Rentals, Inc.

Industrials
-208
- 17.49%
$774.14 - $975.23 $161K - $203K
981 $936K
APP
App Lovin Corp

Technology
-925
- 48.28%
$335.1 - $718.54 $310K - $665K
991 $712K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.72K
- 3.11%
$21.69 - $23.34 $80.7K - $86.8K
116K $2.7M
EXP
Eagle Materials Inc

Basic Materials
-12
- 0.65%
$209.12 - $242.26 $2.51K - $2.91K
1.85K $430K
TJX
Tjx Companies Inc

Consumer Cyclical
-618
- 8.92%
$121.35 - $144.54 $75K - $89.3K
6.31K $912K
ING
Ing Groep Nv

Financial Services
-415
- 2.2%
$22.0 - $26.08 $9.13K - $10.8K
18.4K $480K
SNEX
Stone X Group Inc.

Financial Services
-165
- 1.92%
$81.94 - $104.56 $13.5K - $17.3K
8.43K $850K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-8.43K
- 6.33%
$33.13 - $36.31 $279K - $306K
125K $4.51M
DY
Dycom Industries Inc

Industrials
-42
- 1.37%
$244.32 - $294.01 $10.3K - $12.3K
3.01K $879K
IAU
Ishares Gold Trust

ETFs
-7.94K
- 10.32%
$61.62 - $72.77 $489K - $577K
68.9K $5.02M
CAT
Caterpillar Inc

Industrials
-237
- 4.91%
$390.92 - $477.15 $92.6K - $113K
4.59K $2.19M
AMD
Advanced Micro Devices Inc

Technology
-2.16K
- 6.15%
$134.8 - $184.42 $292K - $399K
33K $5.34M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-1.52K
- 0.89%
$67.91 - $74.71 $103K - $113K
170K $12.5M
TSLA
Tesla, Inc.

Consumer Cyclical
-7.78K
- 21.22%
$293.94 - $444.72 $2.29M - $3.46M
28.9K $12.8M
GOOGL
Alphabet Inc.

Communication Services
-6.57K
- 13.16%
$174.36 - $254.72 $1.15M - $1.67M
43.3K $10.5M
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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