Simplicity Wealth,Llc Sells in Q4 2024

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CL
Colgate Palmolive CO

Consumer Defensive
-12.6K
- 80.48%
$90.22 - $102.31 $1.14M - $1.29M
3.06K $277K
MCD
Mcdonalds Corp

Consumer Cyclical
-4.26K
- 67.87%
$288.47 - $316.54 $1.23M - $1.35M
2.02K $584K
MA
Mastercard Inc

Financial Services
-2.8K
- 52.89%
$491.3 - $536.15 $1.37M - $1.5M
2.49K $1.31M
NKE
Nike, Inc.

Consumer Cyclical
-13.3K
- 69.13%
$73.36 - $89.13 $976K - $1.19M
5.94K $449K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-20.4K
- 15.38%
$66.77 - $71.52 $1.36M - $1.46M
112K $7.74M
MDT
Medtronic PLC

Healthcare
-12.3K
- 73.55%
$79.61 - $92.24 $976K - $1.13M
4.41K $352K
GOOG
Alphabet Inc.

Communication Services
-8.96K
- 35.43%
$163.08 - $198.16 $1.46M - $1.78M
16.3K $3.11M
XLF
Financial Sector Spdr

ETFs
-24.3K
- 84.61%
$44.89 - $51.34 $1.09M - $1.25M
4.43K $213K
UPS
United Parcel Service Inc

Industrials
-7.6K
- 58.66%
$122.65 - $138.35 $932K - $1.05M
5.36K $675K
CMCSA
Comcast Corp

Communication Services
-25K
- 75.61%
$37.39 - $45.14 $933K - $1.13M
8.05K $302K
RTX
Raytheon Technologies Corp

Industrials
-8.27K
- 69.52%
$114.45 - $127.21 $946K - $1.05M
3.62K $419K
IDEV
Ishares Core Msci Intl Develop

ETFs
-5.7K
- 5.58%
$64.18 - $70.42 $366K - $402K
96.5K $6.22M
GLD
Spdr Gold Trust

ETFs
-4.15K
- 57.05%
$236.59 - $257.5 $982K - $1.07M
3.12K $756K
QCOM
Qualcomm Inc

Technology
-5.65K
- 67.08%
$150.4 - $178.04 $849K - $1.01M
2.77K $425K
BAC
Bank Of America Corp

Financial Services
-25.1K
- 78.47%
$39.22 - $47.77 $986K - $1.2M
6.9K $303K
UNP
Union Pacific Corp

Industrials
-3.72K
- 58.77%
$223.15 - $249.32 $830K - $927K
2.61K $595K
DIS
Walt Disney CO

Communication Services
-10.3K
- 67.95%
$92.39 - $117.6 $952K - $1.21M
4.86K $541K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-19.6K
- 35.15%
$38.37 - $42.82 $751K - $838K
36.1K $1.38M
WFC
Wells Fargo & Company

Financial Services
-20.9K
- 51.85%
$54.98 - $77.35 $1.15M - $1.61M
19.4K $1.36M
CVX
Chevron Corp

Energy
-6.08K
- 49.81%
$141.15 - $162.53 $859K - $989K
6.13K $887K
ORCL
Oracle Corp

Technology
-5.15K
- 43.81%
$165.41 - $192.43 $851K - $990K
6.6K $1.1M
VNQ
Vanguard Specialized Funds Van

ETFs
-8.56K
- 60.94%
$87.85 - $98.6 $752K - $844K
5.49K $488K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-8.71K
- 50.96%
$88.59 - $94.57 $771K - $823K
8.38K $743K
CSCO
Cisco Systems, Inc.

Technology
-16.1K
- 67.59%
$52.45 - $60.02 $845K - $967K
7.73K $457K
XLC
Select Sector Spdr Tr Communic

ETFs
-9.41K
- 48.11%
$89.66 - $102.16 $843K - $961K
10.1K $982K
IXUS
Ishares Tr

ETFs
-6.83K
- 13.33%
$65.95 - $72.56 $451K - $496K
44.4K $2.94M
GIS
General Mills Inc

Consumer Defensive
-8.14K
- 32.15%
$62.78 - $74.62 $511K - $607K
17.2K $1.1M
EMB
Ishares Tr

ETFs
-7.73K
- 44.88%
$88.94 - $93.46 $688K - $723K
9.5K $845K
AMD
Advanced Micro Devices Inc

Technology
-3.95K
- 63.78%
$118.88 - $172.8 $470K - $683K
2.24K $271K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-21.7K
- 66.56%
$27.8 - $29.05 $602K - $629K
10.9K $303K
SYY
Sysco Corp

Consumer Defensive
-7.96K
- 42.43%
$73.63 - $81.77 $586K - $651K
10.8K $825K
EXPD
Expeditors International Of Washington Inc

Industrials
-4.41K
- 63.21%
$110.5 - $128.26 $487K - $565K
2.57K $284K
VTI
Vanguard Total Stock Market Et

ETFs
-2.2K
- 33.23%
$280.04 - $302.45 $617K - $666K
4.43K $1.28M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-4.74K
- 47.18%
$106.56 - $113.11 $505K - $536K
5.31K $567K
IWM
Ishares Russell 2000 ETF

ETFs
-2.44K
- 39.05%
$216.13 - $242.4 $526K - $590K
3.8K $839K
RDVY
First Trust Rising Dividend Ac

ETFs
-8.87K
- 65.38%
$58.65 - $64.37 $520K - $571K
4.7K $277K
IAU
Ishares Gold Trust

ETFs
-10.5K
- 22.78%
$48.37 - $52.65 $506K - $551K
35.5K $1.76M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.33K
- 19.04%
$481.22 - $538.17 $638K - $714K
5.64K $2.88M
ABT
Abbott Laboratories

Healthcare
-4.38K
- 34.67%
$111.93 - $119.39 $490K - $523K
8.25K $933K
SRLN
Ssga Active Trust

ETFs
-12.1K
- 21.63%
$41.48 - $42.08 $500K - $507K
43.7K $1.82M
HSY
Hershey CO

Consumer Defensive
-2.44K
- 62.44%
$168.67 - $193.65 $412K - $473K
1.47K $248K
ACWI
Ishares Msci Acwi ETF

ETFs
-4.13K
- 68.72%
$117.05 - $123.03 $484K - $508K
1.88K $220K
MMM
3 M CO

Industrials
-3.53K
- 68.65%
$124.74 - $137.12 $441K - $485K
1.61K $208K
VIG
Vanguard Dividend Appreciation

ETFs
-2.68K
- 45.49%
N/A
3.21K $584K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.42K
- 6.9%
$113.92 - $127.38 $389K - $436K
46.1K $5.31M
NOW
Service Now, Inc.

Technology
-573
- 60.19%
$867.18 - $1148.42 $497K - $658K
379 $401K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-532
- 31.7%
$501.29 - $612.85 $267K - $326K
1.15K $596K
ADBE
Adobe Inc.

Technology
-677
- 37.91%
$437.39 - $552.96 $296K - $374K
1.11K $493K
IHDG
Wisdomtree Tr

ETFs
-9.12K
- 61.19%
$43.38 - $46.0 $396K - $420K
5.79K $251K
Activity Summary
Buys All Purchases 121 New Holdings 42 Increased Positions 79 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email