Simplicity Wealth,Llc Sells in Q3 2024

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MCHP
Microchip Technology Inc

Technology
-9.2K
- 50.9%
$72.0 - $95.98 $662K - $883K
8.87K $712K
ROK
Rockwell Automation, Inc

Industrials
-3.25K
- 81.22%
$248.27 - $294.37 $807K - $957K
752 $201K
GGG
Graco Inc

Industrials
-12.3K
- 55.75%
$77.82 - $87.64 $956K - $1.08M
9.76K $853K
XLF
Financial Sector Spdr

ETFs
-23.9K
- 45.42%
$40.84 - $45.74 $978K - $1.09M
28.8K $1.3M
F
Ford Motor CO

Consumer Cyclical
-63.3K
- 66.57%
$9.71 - $14.55 $614K - $920K
31.8K $335K
GWW
W.W. Grainger, Inc.

Industrials
-1.05K
- 55.43%
$896.19 - $1044.18 $942K - $1.1M
845 $877K
GM
General Motors CO

Consumer Cyclical
-17.6K
- 68.19%
$39.95 - $49.9 $703K - $878K
8.21K $368K
ADSK
Autodesk, Inc.

Technology
-3.34K
- 76.24%
$245.83 - $245.83 $821K - $821K
1.04K $255K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-2.58K
- 49.02%
$305.34 - $350.41 $786K - $902K
2.68K $924K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-10.5K
- 32.05%
$89.91 - $101.33 $944K - $1.06M
22.2K $2.18M
VXF
Vanguard Extended Market ETF

ETFs
-4.28K
- 76.61%
$163.98 - $182.92 $702K - $783K
1.31K $237K
NSC
Norfolk Southern Corp

Industrials
-3.84K
- 51.67%
$213.75 - $259.69 $821K - $998K
3.59K $892K
AFL
Aflac Inc

Financial Services
-8.95K
- 66.41%
$88.52 - $111.8 $792K - $1M
4.53K $506K
IFRA
Ishares Tr

ETFs
-16.6K
- 64.76%
$41.55 - $46.97 $688K - $777K
9.01K $423K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.93K
- 12.0%
$162.64 - $179.3 $965K - $1.06M
43.5K $7.8M
DD
Du Pont De Nemours, Inc.

Basic Materials
-8.28K
- 71.56%
$77.22 - $89.49 $639K - $741K
3.29K $292K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-10.9K
- 25.84%
$77.02 - $85.06 $839K - $926K
31.3K $2.64M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-12K
- 77.95%
$57.22 - $80.08 $684K - $957K
3.38K $263K
WDAY
Workday, Inc.

Technology
-2.92K
- 70.16%
$207.75 - $264.68 $606K - $772K
1.24K $303K
ECL
Ecolab Inc.

Basic Materials
-2.62K
- 72.41%
$228.86 - $255.76 $599K - $670K
998 $254K
GPC
Genuine Parts CO

Consumer Cyclical
-4.35K
- 42.58%
$131.04 - $147.11 $570K - $639K
5.86K $818K
ED
Consolidated Edison Inc

Utilities
-7.51K
- 55.25%
$88.42 - $104.97 $664K - $788K
6.08K $633K
SUB
Ishares Short Term National Mu

ETFs
-5.47K
- 63.61%
$104.3 - $106.3 $571K - $582K
3.13K $332K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-9.58K
- 70.49%
$58.03 - $65.37 $556K - $626K
4.01K $259K
EFG
Msci Eafe Growth ETF

ETFs
-9.66K
- 10.78%
$96.84 - $108.77 $935K - $1.05M
79.9K $8.6M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.12K
- 46.82%
$523.84 - $572.02 $586K - $640K
1.27K $723K
A
Agilent Technologies, Inc.

Healthcare
-4.37K
- 72.19%
$125.42 - $148.48 $548K - $649K
1.68K $250K
SHOP
Shopify Inc.

Technology
-9.66K
- 55.78%
$52.26 - $80.75 $505K - $780K
7.66K $613K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-24.6K
- 32.46%
$20.69 - $21.17 $509K - $521K
51.2K $1.08M
KR
Kroger CO

Consumer Defensive
-11.5K
- 59.31%
$50.43 - $57.3 $580K - $659K
7.89K $452K
MNST
Monster Beverage Corp

Consumer Defensive
-10.4K
- 71.04%
$45.01 - $52.47 $466K - $543K
4.22K $220K
VGLT
Vanguard Long Term Treasury Et

ETFs
-10.3K
- 27.13%
$56.52 - $63.23 $583K - $652K
27.7K $1.7M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-17.8K
- 19.22%
$28.75 - $29.46 $511K - $523K
74.7K $2.2M
HUBB
Hubbell Inc

Industrials
-1.91K
- 33.19%
$355.55 - $428.48 $680K - $819K
3.85K $1.65M
CAH
Cardinal Health Inc

Healthcare
-4.79K
- 71.41%
$93.74 - $114.66 $449K - $550K
1.92K $212K
HTRB
Hartford Fds Total Return Bd E

ETFs
-13.9K
- 51.75%
$33.29 - $35.33 $462K - $490K
12.9K $452K
CLX
Clorox CO

Consumer Defensive
-4.58K
- 38.96%
$131.73 - $166.97 $603K - $764K
7.17K $1.17M
RWO
Spdr Dow Jones Global Real Est

ETFs
-12.4K
- 45.58%
$41.23 - $48.48 $511K - $601K
14.8K $703K
EXP
Eagle Materials Inc

Basic Materials
-2.86K
- 50.18%
$212.39 - $292.18 $607K - $835K
2.84K $816K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-4.67K
- 58.07%
$98.71 - $117.61 $461K - $549K
3.37K $396K
CLH
Clean Harbors Inc

Industrials
-1.99K
- 41.83%
$219.55 - $249.19 $437K - $496K
2.77K $668K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-13.5K
- 10.39%
$44.9 - $47.55 $606K - $642K
117K $5.5M
XLI
Industrial Sector Spdr

ETFs
-3.83K
- 43.12%
$120.56 - $135.44 $462K - $519K
5.05K $684K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.45K
- 50.97%
$125.95 - $142.04 $435K - $491K
3.32K $471K
COCO
Vita Coco Company, Inc.

Consumer Defensive
-13.9K
- 62.18%
$23.67 - $30.42 $328K - $422K
8.43K $238K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-7.84K
- 27.53%
$51.02 - $52.74 $400K - $413K
20.6K $1.09M
PAVE
Global X Fds Us Infrastructure

ETFs
-10.6K
- 64.05%
$36.39 - $41.16 $386K - $436K
5.95K $244K
CNC
Centene Corp

Healthcare
-6.26K
- 52.75%
$64.89 - $80.23 $406K - $503K
5.61K $422K
GIS
General Mills Inc

Consumer Defensive
-9.99K
- 28.29%
$62.5 - $75.15 $624K - $751K
25.3K $1.87M
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
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