Simplicity Wealth,Llc Sells in Q3 2024

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
-20.4K
- 86.65%
$105.92 - $110.83 $2.16M - $2.26M
3.15K $347K
CL
Colgate Palmolive CO

Consumer Defensive
-23.4K
- 59.98%
$95.54 - $108.77 $2.24M - $2.55M
15.6K $1.62M
CGUS
Capital Group Core Equity ETF
-67.1K
- 87.34%
$31.19 - $34.33 $2.09M - $2.3M
9.73K $333K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-55.6K
- 86.53%
$36.98 - $41.55 $2.06M - $2.31M
8.66K $356K
CMI
Cummins Inc

Industrials
-8.09K
- 70.73%
$266.63 - $326.4 $2.16M - $2.64M
3.35K $1.08M
SCHW
Schwab Charles Corp

Financial Services
-26.8K
- 88.15%
$61.74 - $76.08 $1.66M - $2.04M
3.61K $233K
MMM
3 M CO

Industrials
-21.3K
- 80.52%
$99.69 - $139.42 $2.12M - $2.97M
5.15K $703K
GDDY
Go Daddy Inc.

Technology
-14.6K
- 81.13%
$141.41 - $167.41 $2.07M - $2.45M
3.4K $532K
VIG
Vanguard Dividend Appreciation

ETFs
-10.6K
- 64.24%
$182.15 - $182.15 $1.93M - $1.93M
5.89K $1.07M
MUB
Ishares National Muni Bond ETF

ETFs
-19.6K
- 20.61%
$106.13 - $108.7 $2.08M - $2.13M
75.4K $8.19M
SO
Southern CO

Utilities
-25K
- 89.03%
$77.0 - $90.52 $1.92M - $2.26M
3.08K $277K
MET
Metlife Inc

Financial Services
-27.3K
- 90.81%
$67.96 - $82.48 $1.86M - $2.25M
2.76K $227K
ACWI
Ishares Msci Acwi ETF

ETFs
-17.1K
- 74.0%
$107.24 - $119.84 $1.83M - $2.05M
6.01K $718K
DVY
Ishares Tr

ETFs
-15.9K
- 71.13%
$119.99 - $135.74 $1.91M - $2.16M
6.45K $870K
LOW
Lowes Companies Inc

Consumer Cyclical
-11K
- 47.56%
$213.3 - $270.78 $2.34M - $2.98M
12.1K $3.28M
ANET
Arista Networks, Inc.

Technology
-5.07K
- 89.25%
$311.42 - $388.21 $1.58M - $1.97M
611 $234K
EEMV
Ishares Msci Emerging Markets

ETFs
-30.7K
- 86.46%
$56.77 - $63.31 $1.74M - $1.94M
4.8K $301K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-26.4K
- 56.68%
$63.28 - $70.06 $1.67M - $1.85M
20.2K $1.41M
DE
Deere & CO

Industrials
-4.53K
- 87.9%
$344.84 - $418.0 $1.56M - $1.89M
624 $260K
PWR
Quanta Services, Inc.

Industrials
-6.17K
- 89.69%
$239.58 - $298.23 $1.48M - $1.84M
709 $211K
IVE
Ishares S&P 500 Value ETF

ETFs
-9.64K
- 39.39%
$181.06 - $197.17 $1.74M - $1.9M
14.8K $2.92M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-5.21K
- 78.3%
$193.0 - $282.1 $1.01M - $1.47M
1.44K $336K
DFAX
Dimensional ETF Tr
-59.4K
- 85.59%
$24.29 - $27.25 $1.44M - $1.62M
10K $269K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-56.7K
- 21.84%
$33.74 - $37.96 $1.91M - $2.15M
203K $7.62M
TGT
Target Corp

Consumer Defensive
-10K
- 88.14%
$133.47 - $159.25 $1.34M - $1.6M
1.35K $210K
XLK
Technology Sector Spdr

ETFs
-6.48K
- 31.87%
$197.34 - $237.68 $1.28M - $1.54M
13.9K $3.13M
MPC
Marathon Petroleum Corp

Energy
-8.25K
- 74.99%
$158.61 - $180.75 $1.31M - $1.49M
2.75K $448K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-33.9K
- 80.96%
$41.9 - $48.26 $1.42M - $1.64M
7.98K $381K
ITW
Illinois Tool Works Inc

Industrials
-6.43K
- 59.97%
$233.14 - $263.97 $1.5M - $1.7M
4.29K $1.13M
PLD
Prologis, Inc.

Real Estate
-12.7K
- 87.19%
$111.95 - $132.43 $1.42M - $1.68M
1.86K $235K
MO
Altria Group, Inc.

Consumer Defensive
-32K
- 57.02%
$45.95 - $54.71 $1.47M - $1.75M
24.1K $1.23M
VLO
Valero Energy Corp

Energy
-7.87K
- 75.12%
$132.81 - $163.48 $1.05M - $1.29M
2.61K $352K
AZO
Autozone Inc

Consumer Cyclical
-433
- 77.46%
$2815.0 - $3212.87 $1.22M - $1.39M
126 $396K
VNQ
Vanguard Specialized Funds Van

ETFs
-17.2K
- 55.03%
$82.97 - $98.97 $1.43M - $1.7M
14K $1.37M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-26.4K
- 16.6%
$60.84 - $67.51 $1.61M - $1.78M
133K $8.96M
AIG
American International Group, Inc.

Financial Services
-16.3K
- 80.13%
$70.16 - $79.23 $1.15M - $1.29M
4.05K $296K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-58.9K
- 72.08%
$19.88 - $21.63 $1.17M - $1.27M
22.8K $490K
AMP
Ameriprise Financial Inc

Financial Services
-2.76K
- 75.85%
$391.53 - $469.81 $1.08M - $1.29M
877 $412K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-31.5K
- 85.01%
$35.6 - $38.62 $1.12M - $1.22M
5.55K $213K
NKE
Nike, Inc.

Consumer Cyclical
-17.4K
- 47.45%
$71.09 - $89.44 $1.24M - $1.55M
19.3K $1.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-48.2K
- 24.15%
$24.86 - $26.33 $1.2M - $1.27M
151K $3.96M
MTD
Mettler Toledo International Inc

Healthcare
-747
- 82.0%
$1308.0 - $1521.03 $977K - $1.14M
164 $245K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-18.1K
- 7.43%
$59.61 - $60.15 $1.08M - $1.09M
226K $13.5M
D
Dominion Energy, Inc

Utilities
-21.5K
- 84.41%
$48.01 - $58.53 $1.03M - $1.26M
3.97K $229K
TSCO
Tractor Supply CO

Consumer Cyclical
-4.05K
- 49.92%
$251.95 - $290.93 $1.02M - $1.18M
4.06K $1.18M
VRSK
Verisk Analytics, Inc.

Industrials
-3.71K
- 68.27%
$260.31 - $285.99 $966K - $1.06M
1.73K $462K
APD
Air Products & Chemicals, Inc.

Basic Materials
-4.4K
- 54.37%
$247.34 - $300.11 $1.09M - $1.32M
3.69K $1.1M
SPYG
Spdr Portfolio

ETFs
-12.8K
- 36.23%
$73.38 - $84.1 $943K - $1.08M
22.6K $1.88M
MPLX
Mplx LP

Energy
-29K
- 15.56%
$40.44 - $45.07 $1.17M - $1.31M
158K $7.01M
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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