Simplicity Wealth,Llc Sells in Q3 2025

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PNC
Pnc Financial Services Group, Inc.

Financial Services
-3.58K
- 42.21%
$185.88 - $207.44 $665K - $742K
4.9K $984K
SYY
Sysco Corp

Consumer Defensive
-9.37K
- 33.87%
$76.33 - $82.51 $715K - $773K
18.3K $1.51M
WDAY
Workday, Inc.

Technology
-2.46K
- 71.51%
$213.69 - $247.69 $525K - $609K
979 $235K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-25K
- 29.53%
$23.54 - $23.97 $588K - $598K
59.6K $1.43M
ADI
Analog Devices Inc

Technology
-2.49K
- 66.28%
$220.68 - $255.63 $549K - $637K
1.27K $311K
INTU
Intuit Inc

Technology
-592
- 36.54%
$646.03 - $807.39 $382K - $478K
1.03K $702K
MSCI
Msci Inc.

Financial Services
-984
- 66.71%
$526.48 - $588.0 $518K - $579K
491 $278K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8.71K
- 17.79%
$108.46 - $120.63 $945K - $1.05M
40.3K $4.79M
AZO
Autozone Inc

Consumer Cyclical
-183
- 47.91%
$3649.42 - $4354.54 $668K - $797K
199 $853K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.02K
- 33.67%
$366.54 - $479.53 $375K - $490K
2.01K $788K
RDVY
First Trust Rising Dividend Ac

ETFs
-9.38K
- 49.83%
$62.38 - $67.29 $585K - $631K
9.45K $635K
WTFC
Wintrust Financial Corp

Financial Services
-4.75K
- 47.28%
$122.55 - $139.81 $582K - $664K
5.3K $701K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-24K
- 49.18%
$22.36 - $22.52 $536K - $540K
24.8K $558K
AMP
Ameriprise Financial Inc

Financial Services
-910
- 44.54%
$486.13 - $544.55 $442K - $496K
1.13K $556K
DFIV
Dimensional ETF Tr

ETFs
-13.4K
- 51.66%
$42.66 - $46.53 $571K - $623K
12.5K $577K
VBR
Vanguard Small Cap Value ETF

ETFs
-2.85K
- 60.22%
$195.41 - $212.37 $557K - $606K
1.88K $393K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-2.68K
- 38.81%
$225.11 - $247.9 $604K - $665K
4.23K $1.04M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-27.3K
- 40.11%
$19.01 - $19.39 $519K - $529K
40.8K $786K
SO
Southern CO

Utilities
-5.89K
- 39.51%
$90.83 - $96.0 $535K - $565K
9.02K $854K
RWO
Spdr Dow Jones Global Real Est

ETFs
-12.6K
- 33.26%
$43.53 - $46.27 $547K - $581K
25.2K $1.15M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-15.9K
- 34.37%
$36.93 - $40.55 $588K - $645K
30.4K $1.22M
MMM
3 M CO

Industrials
-3.31K
- 35.73%
$144.41 - $160.2 $478K - $530K
5.95K $923K
SPYG
Spdr Portfolio

ETFs
-7.76K
- 21.9%
$94.33 - $105.31 $732K - $817K
27.7K $2.89M
CCL
Carnival Corp

Consumer Cyclical
-17.4K
- 61.11%
$28.37 - $32.49 $494K - $565K
11.1K $320K
KLAC
Kla Corp

Technology
-622
- 59.69%
$843.9 - $1078.6 $525K - $671K
420 $453K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-5.79K
- 47.46%
$65.64 - $78.22 $380K - $453K
6.41K $429K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-19.1K
- 18.97%
$31.79 - $33.42 $607K - $638K
81.6K $2.73M
FTGC
First Trust Global Tactical CO

ETFs
-19.4K
- 68.08%
$24.67 - $26.32 $479K - $511K
9.1K $235K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-6.78K
- 48.64%
$72.04 - $77.35 $488K - $524K
7.16K $548K
CMCSA
Comcast Corp

Communication Services
-9.55K
- 24.9%
$31.41 - $36.33 $300K - $347K
28.8K $904K
AMGN
Amgen Inc

Healthcare
-1.7K
- 32.99%
$271.18 - $309.22 $460K - $524K
3.44K $971K
AMAT
Applied Materials Inc

Technology
-3.07K
- 39.78%
$156.25 - $204.95 $479K - $628K
4.64K $950K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-10.5K
- 19.29%
$45.26 - $46.63 $475K - $490K
43.9K $2.03M
BA
Boeing CO

Industrials
-2.48K
- 19.63%
$209.79 - $237.38 $521K - $590K
10.2K $2.19M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.66K
- 31.13%
$87.29 - $93.61 $494K - $530K
12.5K $1.17M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.3K
- 51.07%
$167.28 - $188.45 $385K - $434K
2.21K $371K
RELY
Remitly Global, Inc.

Technology
-21.1K
- 53.6%
$15.79 - $20.25 $333K - $427K
18.3K $297K
ROK
Rockwell Automation, Inc

Industrials
-1.38K
- 57.02%
$328.67 - $358.52 $453K - $494K
1.04K $362K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-5.84K
- 67.52%
N/A
2.81K $210K
VT
Vanguard Total World Stk Index

ETFs
-3.8K
- 40.13%
$128.41 - $138.03 $488K - $524K
5.67K $780K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-5.76K
- 41.9%
$60.9 - $70.75 $351K - $407K
7.98K $498K
NKE
Nike, Inc.

Consumer Cyclical
-5.74K
- 28.69%
$69.24 - $79.24 $398K - $455K
14.3K $995K
PLD
Prologis, Inc.

Real Estate
-4.65K
- 40.54%
$104.08 - $115.35 $484K - $536K
6.82K $780K
NEE
Nextera Energy Inc

Utilities
-6.92K
- 42.44%
$69.77 - $77.54 $483K - $537K
9.39K $708K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-12.7K
- 55.54%
$33.76 - $35.55 $427K - $450K
10.1K $357K
EXPD
Expeditors International Of Washington Inc

Industrials
-3.95K
- 48.93%
$111.37 - $124.95 $439K - $493K
4.12K $504K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-18.6K
- 16.45%
$26.38 - $27.95 $491K - $520K
94.5K $2.58M
VTWO
Vanguard Russell 2000 ETF

ETFs
-8.22K
- 22.34%
$86.92 - $99.32 $714K - $816K
28.6K $2.79M
EVRG
Evergy, Inc.

Utilities
-6.49K
- 57.45%
$67.73 - $76.02 $439K - $493K
4.8K $365K
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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