Simplicity Wealth,Llc Sells in Q3 2024

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-587K
- 91.1%
$207.23 - $234.82 $122M - $138M
57.4K $13.4M
MSFT
Microsoft Corp

Technology
-218K
- 85.08%
$395.15 - $467.56 $86.1M - $102M
38.2K $16.4M
VTV
Vanguard Value ETF

ETFs
-564K
- 99.03%
$159.75 - $174.57 $90M - $98.4M
5.53K $964K
VO
Vanguard Mid Cap ETF

ETFs
-371K
- 98.33%
$237.84 - $263.83 $88.3M - $98M
6.3K $1.66M
SPY
Spdr S&P 500 ETF Trust

ETFs
-157K
- 90.69%
$517.38 - $573.86 $81.3M - $90.2M
16.1K $9.26M
PHYS
Sprott Physical Gold Trust

Financial Services
-3.77M
- 98.67%
$18.12 - $20.72 $68.3M - $78.1M
50.7K $1.03M
NVDA
Nvidia Corp

Technology
-476K
- 70.06%
$98.91 - $134.91 $47.1M - $64.2M
204K $24.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-524K
- 98.42%
$100.3 - $100.74 $52.6M - $52.8M
8.44K $849K
AMZN
Amazon Com Inc

Consumer Cyclical
-263K
- 85.16%
$161.02 - $200.0 $42.4M - $52.6M
45.9K $8.55M
LLY
Eli Lilly & CO

Healthcare
-47.5K
- 91.99%
$772.14 - $960.02 $36.7M - $45.6M
4.13K $3.66M
GOOG
Alphabet Inc.

Communication Services
-166K
- 86.75%
$149.54 - $192.66 $24.8M - $31.9M
25.3K $4.23M
META
Meta Platforms, Inc.

Communication Services
-61.2K
- 86.78%
$453.41 - $572.44 $27.7M - $35M
9.32K $5.34M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-291K
- 99.27%
$92.63 - $105.69 $26.9M - $30.7M
2.14K $223K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-265K
- 88.56%
$100.75 - $111.62 $26.7M - $29.6M
34.2K $3.74M
GOOGL
Alphabet Inc.

Communication Services
-144K
- 87.97%
$148.65 - $191.18 $21.4M - $27.6M
19.7K $3.27M
GLD
Spdr Gold Trust

ETFs
-117K
- 94.16%
$215.56 - $246.98 $25.3M - $28.9M
7.27K $1.77M
BSX
Boston Scientific Corp

Healthcare
-285K
- 97.89%
$72.96 - $84.0 $20.8M - $24M
6.14K $514K
MRK
Merck & Co., Inc.

Healthcare
-163K
- 85.29%
$111.15 - $128.97 $18.1M - $21M
28.1K $3.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-51.8K
- 78.68%
$405.19 - $478.57 $21M - $24.8M
14.1K $6.47M
ABBV
Abb Vie Inc.

Healthcare
-120K
- 89.27%
$163.84 - $199.33 $19.7M - $23.9M
14.4K $2.85M
UNH
Unitedhealth Group Inc

Healthcare
-37.3K
- 85.33%
$488.01 - $604.18 $18.2M - $22.5M
6.41K $3.75M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-172K
- 77.67%
$105.53 - $118.34 $18.2M - $20.4M
49.5K $5.79M
NVO
Novo Nordisk A S

Healthcare
-119K
- 96.44%
$119.07 - $145.42 $14.2M - $17.3M
4.4K $523K
JPM
Jpmorgan Chase & CO

Financial Services
-84.4K
- 73.33%
$194.9 - $224.8 $16.4M - $19M
30.7K $6.47M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-176K
- 93.09%
$91.42 - $91.82 $16.1M - $16.2M
13.1K $1.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-516K
- 49.51%
$31.05 - $34.29 $16M - $17.7M
526K $18M
JNJ
Johnson & Johnson

Healthcare
-103K
- 78.88%
$145.48 - $167.38 $14.9M - $17.2M
27.5K $4.45M
IWD
Ishares Russell 1000 Val ETF

ETFs
-83.1K
- 82.64%
$173.36 - $189.8 $14.4M - $15.8M
17.5K $3.31M
HD
Home Depot, Inc.

Consumer Cyclical
-40.9K
- 81.38%
$333.64 - $405.2 $13.7M - $16.6M
9.37K $3.79M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-24.6K
- 93.61%
$531.86 - $624.21 $13.1M - $15.4M
1.68K $1.04M
PG
Procter & Gamble CO

Consumer Defensive
-81.5K
- 72.12%
$160.76 - $177.82 $13.1M - $14.5M
31.5K $5.46M
IVV
Ishares Core S&P 500 ETF

ETFs
-28.1K
- 26.12%
$520.18 - $576.82 $14.6M - $16.2M
79.6K $45.9M
VGSH
Vanguard

ETFs
-224K
- 72.26%
$57.74 - $59.13 $12.9M - $13.2M
85.8K $5.07M
DFAT
Dimensional ETF Tr U S Target

ETFs
-252K
- 74.89%
$51.0 - $57.07 $12.9M - $14.4M
84.5K $4.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-27K
- 97.69%
$460.0 - $505.78 $12.4M - $13.7M
639 $297K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-29.7K
- 26.77%
$475.2 - $527.7 $14.1M - $15.7M
81.3K $42.9M
XOM
Exxon Mobil Corp

Energy
-108K
- 81.28%
$109.72 - $119.0 $11.9M - $12.9M
25K $2.93M
THC
Tenet Healthcare Corp

Healthcare
-93.9K
- 95.4%
$129.27 - $168.03 $12.1M - $15.8M
4.53K $753K
ELV
Elevance Health, Inc.

Healthcare
-22.6K
- 90.77%
$500.12 - $562.29 $11.3M - $12.7M
2.3K $1.2M
ISRG
Intuitive Surgical Inc

Healthcare
-27K
- 95.84%
$416.14 - $494.01 $11.2M - $13.3M
1.17K $575K
V
Visa Inc.

Financial Services
-46.3K
- 73.63%
$253.74 - $291.56 $11.7M - $13.5M
16.6K $4.56M
TSLA
Tesla, Inc.

Consumer Cyclical
-66.5K
- 73.36%
$191.76 - $263.26 $12.7M - $17.5M
24.1K $6.31M
VB
Vanguard Small Cap ETF

ETFs
-53.1K
- 98.3%
$214.77 - $237.72 $11.4M - $12.6M
920 $218K
DIS
Walt Disney CO

Communication Services
-109K
- 87.78%
$85.6 - $98.61 $9.33M - $10.7M
15.2K $1.46M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-378K
- 82.42%
$28.1 - $29.89 $10.6M - $11.3M
80.6K $2.41M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-389K
- 73.31%
$25.21 - $28.46 $9.82M - $11.1M
142K $3.99M
VTI
Vanguard Total Stock Market Et

ETFs
-38.5K
- 85.31%
$255.18 - $283.2 $9.82M - $10.9M
6.63K $1.88M
MA
Mastercard Inc

Financial Services
-23.7K
- 81.75%
$429.6 - $500.99 $10.2M - $11.9M
5.29K $2.61M
CVX
Chevron Corp

Energy
-64K
- 83.97%
$137.88 - $161.97 $8.82M - $10.4M
12.2K $1.8M
Activity Summary
Buys All Purchases 120 New Holdings 29 Increased Positions 91 Sells All Sells 360 Reductions 360 Sold out 0 Options Calls 0 Puts 0
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