Simplicity Wealth,Llc Sells in Q3 2025

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EMB
Ishares Tr

ETFs
-11.8K
- 34.61%
$91.52 - $95.59 $1.08M - $1.13M
22.4K $2.13M
DISV
Dimensional ETF Tr Dimensional

ETFs
-34.2K
- 49.84%
$32.78 - $35.79 $1.12M - $1.22M
34.4K $1.23M
LOW
Lowes Companies Inc

Consumer Cyclical
-5.64K
- 34.68%
$215.01 - $273.02 $1.21M - $1.54M
10.6K $2.67M
FNDF
Schwab Fundamental Intl Large

ETFs
-23.6K
- 82.38%
$39.84 - $43.15 $941K - $1.02M
5.05K $217K
DGRO
Ishares Core Dividend Growth E

ETFs
-15.1K
- 61.29%
$64.12 - $68.08 $969K - $1.03M
9.55K $650K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-147
- 43.49%
$5364.25 - $5815.92 $789K - $855K
191 $1.03M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-20K
- 66.67%
$47.78 - $52.76 $958K - $1.06M
10K $522K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-9.41K
- 22.39%
$97.75 - $100.75 $919K - $948K
32.6K $3.27M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-8.91K
- 38.12%
$100.37 - $100.74 $895K - $898K
14.5K $1.46M
PM
Philip Morris International Inc.

Consumer Defensive
-3.83K
- 28.02%
$157.77 - $183.27 $603K - $701K
9.83K $1.59M
MCHP
Microchip Technology Inc

Technology
-10.8K
- 49.36%
$60.95 - $75.26 $659K - $814K
11.1K $712K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-6.23K
- 38.22%
$136.48 - $142.97 $850K - $890K
10.1K $1.41M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-28K
- 49.75%
$28.69 - $30.59 $803K - $856K
28.3K $859K
GOOG
Alphabet Inc.

Communication Services
-16.3K
- 33.89%
$175.16 - $255.24 $2.86M - $4.16M
31.8K $7.75M
XLY
Select Sector Spdr Consumer Di

ETFs
-4.33K
- 38.71%
$216.09 - $242.18 $936K - $1.05M
6.86K $1.64M
ADBE
Adobe Inc.

Technology
-1.76K
- 36.28%
$333.65 - $392.1 $586K - $689K
3.08K $1.09M
PGR
Progressive Corp

Financial Services
-2.77K
- 57.17%
$238.61 - $264.3 $660K - $732K
2.07K $512K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-14.8K
- 60.44%
$49.78 - $50.75 $739K - $753K
9.71K $491K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-11.3K
- 70.99%
$64.17 - $68.19 $725K - $770K
4.62K $314K
RTX
Raytheon Technologies Corp

Industrials
-8.57K
- 26.23%
$144.19 - $167.33 $1.24M - $1.43M
24.1K $4.03M
AON
Aon PLC

Financial Services
-2.07K
- 48.73%
$350.91 - $375.27 $725K - $775K
2.17K $775K
UPS
United Parcel Service Inc

Industrials
-6.51K
- 61.65%
$82.58 - $105.54 $537K - $687K
4.05K $338K
JHEM
John Hancock Exchange Traded

ETFs
-32.2K
- 27.04%
$29.05 - $31.71 $936K - $1.02M
86.9K $2.75M
MARB
First Tr Exchange Traded Fd Ii

ETFs
-35.3K
- 76.96%
$20.1 - $20.8 $710K - $735K
10.6K $214K
IDV
Ishares Tr

ETFs
-24.2K
- 29.63%
$34.54 - $37.28 $835K - $901K
57.4K $2.1M
BNDX
Vanguard Total International B

ETFs
-14.4K
- 75.29%
$49.0 - $49.51 $708K - $715K
4.74K $234K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-9.06K
- 36.08%
$78.96 - $80.04 $715K - $725K
16K $1.28M
EMHC
Spdr Bloomberg Emerging Market
-29.6K
- 42.21%
$24.31 - $25.33 $720K - $750K
40.5K $1.02M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-10K
- 17.54%
$72.57 - $74.72 $726K - $747K
47K $3.5M
DE
Deere & CO

Industrials
-1.22K
- 43.27%
$457.26 - $524.37 $558K - $640K
1.6K $732K
ZTS
Zoetis Inc.

Healthcare
-4.26K
- 51.33%
$141.13 - $159.19 $601K - $678K
4.04K $590K
GIS
General Mills Inc

Consumer Defensive
-12.6K
- 28.09%
$48.44 - $53.83 $608K - $676K
32.2K $1.62M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-8.91K
- 51.53%
$80.54 - $89.67 $718K - $799K
8.38K $736K
BR
Broadridge Financial Solutions, Inc.

Technology
-2.68K
- 30.13%
$233.75 - $266.89 $626K - $715K
6.21K $1.48M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-11.3K
- 54.56%
$63.41 - $69.69 $716K - $787K
9.41K $644K
HTRB
Hartford Fds Total Return Bd E

ETFs
-20.2K
- 51.75%
$33.47 - $34.58 $676K - $698K
18.8K $645K
XLP
Consumer Staples Sector Spdr

ETFs
-8.81K
- 36.25%
N/A
15.5K $1.18M
EEMA
Ishares Msci Emerging Markets

ETFs
-8.85K
- 52.03%
$81.98 - $92.25 $726K - $816K
8.16K $748K
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.35K
- 58.09%
$282.75 - $294.19 $664K - $691K
1.69K $497K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-18.5K
- 32.96%
$42.26 - $47.16 $784K - $875K
37.7K $1.75M
ETN
Eaton Corp PLC

Industrials
-1.85K
- 55.05%
$342.99 - $392.76 $634K - $726K
1.51K $565K
JHSC
John Hancock ETF Tr Multifacto

ETFs
-18.1K
- 39.35%
$39.08 - $42.37 $709K - $769K
28K $1.17M
SPOT
Spotify Technology S.A.

Communication Services
-723
- 41.17%
$620.01 - $738.53 $448K - $534K
1.03K $721K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-26K
- 56.09%
$23.8 - $24.29 $619K - $631K
20.4K $491K
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.92K
- 61.36%
$164.63 - $174.58 $646K - $685K
2.47K $431K
SCHW
Schwab Charles Corp

Financial Services
-6.97K
- 63.37%
$91.03 - $98.69 $634K - $688K
4.03K $384K
IDEV
Ishares Core Msci Intl Develop

ETFs
-14K
- 11.42%
$74.68 - $80.26 $1.04M - $1.12M
108K $8.68M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-12.4K
- 51.04%
$49.05 - $49.99 $609K - $621K
11.9K $593K
IBM
International Business Machines Corp

Technology
-1.52K
- 11.41%
$234.77 - $292.47 $358K - $446K
11.8K $3.34M
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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