Simplicity Wealth,Llc Sells in Q3 2024

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
-14.2K
- 23.57%
$44.06 - $50.5 $624K - $715K
45.9K $2.28M
FVD
First Tr Value Line Divid Inde

ETFs
-17.3K
- 18.78%
$40.45 - $45.49 $701K - $788K
74.9K $3.41M
BOTZ
Global X Fds

ETFs
-12K
- 41.51%
$27.68 - $32.27 $331K - $386K
16.9K $541K
BK
Bank Of New York Mellon Corp

Financial Services
-6.5K
- 64.86%
$59.54 - $72.17 $387K - $469K
3.52K $252K
RMD
Resmed Inc

Healthcare
-2.15K
- 59.73%
$186.94 - $252.92 $403K - $545K
1.45K $354K
XLY
Select Sector Spdr Consumer Di

ETFs
-2.25K
- 34.64%
$170.05 - $200.86 $382K - $451K
4.24K $849K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-11.6K
- 49.46%
$27.15 - $30.78 $316K - $358K
11.9K $361K
OEF
Ishares S&P 100 ETF

ETFs
-1.13K
- 58.69%
$266.03 - $266.03 $301K - $301K
796 $211K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-10.5K
- 9.67%
$49.82 - $52.8 $522K - $554K
98K $5.15M
DGRO
Ishares Core Dividend Growth E

ETFs
-5.87K
- 39.36%
$57.47 - $62.76 $337K - $369K
9.05K $567K
RDVY
First Trust Rising Dividend Ac

ETFs
-6.3K
- 31.7%
$53.68 - $59.24 $338K - $373K
13.6K $803K
SYF
Synchrony Financial

Financial Services
-6.28K
- 41.54%
$43.77 - $52.22 $275K - $328K
8.84K $440K
STLD
Steel Dynamics Inc

Basic Materials
-2.78K
- 45.69%
N/A
3.3K $324K
HSY
Hershey CO

Consumer Defensive
-1.63K
- 29.35%
$182.45 - $203.25 $296K - $330K
3.91K $749K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-11.6K
- 9.39%
$44.24 - $49.47 $511K - $572K
111K $5.52M
IDV
Ishares Tr

ETFs
-10.5K
- 31.49%
$27.62 - $30.64 $291K - $323K
22.9K $693K
VGIT
Vanguard Intermediate Term Tre

ETFs
-6.36K
- 9.19%
$57.8 - $60.8 $368K - $387K
62.8K $3.8M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2.57K
- 32.69%
$93.65 - $97.81 $240K - $251K
5.29K $517K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.18K
- 28.56%
$178.94 - $207.0 $211K - $244K
2.95K $591K
NDAQ
Nasdaq, Inc.

Financial Services
-4.36K
- 54.85%
$59.48 - $74.31 $259K - $324K
3.59K $261K
BLDR
Builders First Source, Inc.

Industrials
-2.16K
- 56.15%
$132.6 - $201.83 $286K - $435K
1.68K $326K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-8.18K
- 36.66%
$23.88 - $24.01 $195K - $196K
14.1K $339K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-3.21K
- 47.16%
$64.57 - $71.76 $207K - $231K
3.6K $258K
AMCR
Amcor PLC

Consumer Cyclical
-19.4K
- 65.03%
$9.5 - $11.44 $184K - $222K
10.4K $118K
BNDX
Vanguard Total International B

ETFs
-3.68K
- 45.59%
$48.42 - $50.35 $178K - $185K
4.39K $220K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-7.18K
- 18.06%
$27.8 - $29.26 $199K - $210K
32.6K $945K
TNGX
Tango Therapeutics, Inc.

Healthcare
-16.1K
- 37.36%
$7.36 - $11.93 $118K - $192K
27K $207K
SJNK
Spdr Bloomberg Short Term High

ETFs
-6.68K
- 30.15%
$24.8 - $25.75 $166K - $172K
15.5K $398K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.76K
- 12.35%
$82.16 - $90.4 $226K - $249K
19.6K $1.77M
RSG
Republic Services, Inc.

Industrials
-878
- 16.67%
$189.34 - $208.21 $166K - $183K
4.39K $881K
MBB
Ishares Tr

ETFs
-3.37K
- 7.19%
$90.85 - $96.66 $306K - $326K
43.5K $4.17M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-7.47K
- 24.06%
$18.35 - $19.01 $137K - $142K
23.6K $446K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-6.22K
- 22.4%
$21.96 - $22.69 $137K - $141K
21.5K $487K
APP
App Lovin Corp

Technology
-2.76K
- 54.2%
$67.14 - $130.65 $185K - $361K
2.33K $304K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.84K
- 31.13%
$45.2 - $47.87 $128K - $136K
6.28K $298K
IHDG
Wisdomtree Tr

ETFs
-2.22K
- 12.93%
$42.42 - $46.78 $94K - $104K
14.9K $681K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.47K
- 18.95%
$59.25 - $65.33 $146K - $161K
10.6K $684K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-4.26K
- 22.27%
$23.13 - $23.43 $98.6K - $99.8K
14.9K $348K
BCS
Barclays PLC

Financial Services
-9.86K
- 43.83%
$10.59 - $12.45 $104K - $123K
12.6K $153K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-2.48K
- 17.28%
$31.97 - $37.3 $79.1K - $92.3K
11.8K $423K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-4.12K
- 22.58%
$19.74 - $20.07 $81.2K - $82.6K
14.1K $282K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.76K
- 25.09%
$29.58 - $30.31 $81.5K - $83.5K
8.23K $249K
ICFI
Icf International, Inc.

Industrials
-580
- 29.35%
$129.47 - $169.48 $75.1K - $98.3K
1.4K $232K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
-31
- 2.71%
$188.28 - $328.47 $5.84K - $10.2K
1.11K $262K
EMHC
Spdr Bloomberg Emerging Market
-2.83K
- 24.09%
$23.61 - $25.14 $66.9K - $71.2K
8.93K $224K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-1.97K
- 14.68%
$35.26 - $36.92 $69.4K - $72.7K
11.4K $422K
NAT
Nordic American Tankers LTD

Industrials
-13.1K
- 34.43%
$3.98 - $3.98 $52.2K - $52.2K
25K $99K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-4.01K
- 17.96%
$25.27 - $30.5 $101K - $122K
18.3K $541K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.43K
- 7.42%
$56.04 - $62.2 $136K - $151K
30.3K $1.88M
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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