Simplicity Wealth,Llc Sells in Q3 2024

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
-42.1K
- 76.92%
$100.07 - $118.13 $4.21M - $4.97M
12.6K $1.44M
VDE
Vanguard Energy ETF

ETFs
-32.9K
- 94.26%
$117.44 - $131.06 $3.86M - $4.31M
2K $244K
MDT
Medtronic PLC

Healthcare
-55.7K
- 76.97%
$76.84 - $91.03 $4.28M - $5.07M
16.7K $1.5M
ADBE
Adobe Inc.

Technology
-7.43K
- 80.62%
$508.13 - $586.55 $3.77M - $4.36M
1.79K $924K
CMCSA
Comcast Corp

Communication Services
-109K
- 76.69%
$37.33 - $41.78 $4.05M - $4.54M
33K $1.38M
ADI
Analog Devices Inc

Technology
-18.2K
- 93.93%
$200.56 - $243.33 $3.65M - $4.43M
1.18K $270K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-159K
- 76.17%
$25.23 - $27.94 $4.01M - $4.44M
49.8K $1.38M
SYY
Sysco Corp

Consumer Defensive
-58.4K
- 75.71%
$69.16 - $78.98 $4.04M - $4.62M
18.8K $1.46M
COP
Conocophillips

Energy
-34.3K
- 89.26%
$102.3 - $116.61 $3.51M - $4M
4.12K $434K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-64.5K
- 95.01%
$60.13 - $68.17 $3.88M - $4.4M
3.39K $229K
VZ
Verizon Communications Inc

Communication Services
-94.7K
- 76.28%
$38.89 - $45.0 $3.68M - $4.26M
29.5K $1.32M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-64.2K
- 81.03%
$54.98 - $59.51 $3.53M - $3.82M
15K $894K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-61.9K
- 86.17%
$57.32 - $62.65 $3.55M - $3.88M
9.93K $618K
TXN
Texas Instruments Inc

Technology
-18.3K
- 76.79%
$194.6 - $194.6 $3.56M - $3.56M
5.53K $1.08M
UPS
United Parcel Service Inc

Industrials
-25.9K
- 66.64%
$123.32 - $147.38 $3.19M - $3.81M
13K $1.77M
UNP
Union Pacific Corp

Industrials
-16K
- 71.65%
$221.78 - $256.09 $3.55M - $4.1M
6.33K $1.56M
RTX
Raytheon Technologies Corp

Industrials
-36.2K
- 75.29%
$99.55 - $123.34 $3.61M - $4.47M
11.9K $1.44M
WFC
Wells Fargo & Company

Financial Services
-53.9K
- 57.25%
$51.58 - $60.97 $2.78M - $3.29M
40.2K $2.27M
ADP
Automatic Data Processing Inc

Industrials
-15K
- 66.19%
$233.44 - $279.45 $3.5M - $4.19M
7.67K $2.12M
IWP
Ishares Russell Mid Cap Growth

ETFs
-31K
- 53.35%
$103.87 - $117.59 $3.22M - $3.64M
27.1K $3.18M
WM
Waste Management Inc

Industrials
-14.8K
- 73.44%
$196.96 - $223.45 $2.91M - $3.3M
5.34K $1.11M
INTC
Intel Corp

Technology
-91.5K
- 70.13%
$18.9 - $34.87 $1.73M - $3.19M
39K $914K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-777
- 82.92%
$3305.62 - $4268.05 $2.57M - $3.32M
160 $673K
INTU
Intuit Inc

Technology
-4.47K
- 88.4%
$602.97 - $670.49 $2.7M - $3M
587 $364K
BA
Boeing CO

Industrials
-15K
- 69.2%
$152.04 - $190.6 $2.28M - $2.86M
6.68K $1.02M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-25.7K
- 67.96%
$112.99 - $126.45 $2.9M - $3.24M
12.1K $1.52M
CRWD
Crowd Strike Holdings, Inc.

Technology
-7.19K
- 90.81%
$217.89 - $392.15 $1.57M - $2.82M
728 $204K
SBUX
Starbucks Corp

Consumer Cyclical
-36.6K
- 94.25%
$72.51 - $98.6 $2.65M - $3.61M
2.23K $217K
PFE
Pfizer Inc

Healthcare
-101K
- 73.61%
$27.7 - $31.39 $2.81M - $3.18M
36.4K $1.05M
CHD
Church & Dwight CO Inc

Consumer Defensive
-27.1K
- 69.89%
$98.01 - $106.59 $2.65M - $2.88M
11.7K $1.22M
AXP
American Express CO

Financial Services
-12.1K
- 89.63%
$225.92 - $271.17 $2.74M - $3.28M
1.4K $379K
AON
Aon PLC

Financial Services
-9.48K
- 93.51%
$293.16 - $351.06 $2.78M - $3.33M
658 $227K
CME
Cme Group Inc.

Financial Services
-14K
- 93.0%
$193.43 - $220.62 $2.72M - $3.1M
1.06K $233K
SPGI
S&P Global Inc.

Financial Services
-6.15K
- 92.84%
$446.32 - $527.38 $2.74M - $3.24M
474 $244K
CGDV
Capital Group Divid Value ETF

ETFs
-85.1K
- 74.12%
$32.96 - $36.48 $2.81M - $3.11M
29.7K $1.08M
NOW
Service Now, Inc.

Technology
-3.56K
- 78.92%
$730.87 - $937.36 $2.6M - $3.34M
952 $851K
EMR
Emerson Electric CO

Industrials
-22.9K
- 68.1%
$98.19 - $118.87 $2.25M - $2.72M
10.7K $1.17M
UBER
Uber Technologies, Inc

Technology
-35.6K
- 55.28%
$58.48 - $77.47 $2.08M - $2.75M
28.8K $2.16M
IEMG
Ishares Inc

ETFs
-45.4K
- 24.55%
$53.64 - $53.64 $2.44M - $2.44M
140K $7.49M
LMT
Lockheed Martin Corp

Industrials
-6.22K
- 59.22%
$460.3 - $584.56 $2.86M - $3.64M
4.28K $2.5M
PGR
Progressive Corp

Financial Services
-11.9K
- 86.98%
$209.46 - $259.24 $2.5M - $3.09M
1.78K $452K
VGT
Vanguard Information Technolog

ETFs
-4.17K
- 82.09%
$514.43 - $606.85 $2.14M - $2.53M
909 $533K
VEU
Vanguard Ftse All World Ex Us

ETFs
-42.8K
- 52.96%
$56.47 - $63.69 $2.42M - $2.73M
38.1K $2.4M
BR
Broadridge Financial Solutions, Inc.

Technology
-12K
- 75.29%
$196.56 - $218.55 $2.37M - $2.63M
3.95K $849K
VEA
Vanguard Ftse Developed Market

ETFs
-46.1K
- 76.93%
$47.6 - $53.31 $2.19M - $2.46M
13.8K $729K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-31K
- 63.7%
$69.61 - $79.56 $2.16M - $2.47M
17.7K $1.39M
APH
Amphenol Corp

Technology
-32.5K
- 70.43%
$58.39 - $70.41 $1.9M - $2.29M
13.6K $888K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-14.4K
- 91.72%
$156.14 - $187.2 $2.25M - $2.7M
1.3K $240K
DUK
Duke Energy Corp

Utilities
-22.2K
- 91.61%
$99.35 - $117.71 $2.21M - $2.61M
2.03K $234K
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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