Simplicity Wealth,Llc Sells in Q3 2025

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
-526
- 28.31%
$226.02 - $259.01 $119K - $136K
1.33K $318K
ROAD
Construction Partners, Inc.

Industrials
-1.62K
- 38.74%
$93.43 - $136.74 $151K - $221K
2.55K $324K
BMY
Bristol Myers Squibb CO

Healthcare
-2.17K
- 21.93%
$43.31 - $48.98 $94.1K - $106K
7.74K $348K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.09K
- 22.5%
$100.16 - $100.7 $109K - $109K
3.75K $377K
DIV
Global X Superdividend Us ETF

ETFs
-6.19K
- 22.57%
N/A
21.2K $364K
AGL
Agilon Health, Inc.

Healthcare
-21.5K
- 33.19%
$0.86 - $2.43 $18.5K - $52.3K
43.3K $44K
TFC
Truist Financial Corp

Financial Services
-3.14K
- 21.52%
$42.83 - $47.07 $134K - $148K
11.5K $523K
ASML
Asml Holding Nv

Technology
-263
- 28.01%
$689.63 - $968.09 $181K - $255K
676 $654K
GD
General Dynamics Corp

Industrials
-551
- 29.69%
$293.92 - $341.0 $162K - $188K
1.31K $445K
IXUS
Ishares Tr

ETFs
-4.24K
- 8.59%
$76.35 - $82.58 $324K - $350K
45.1K $3.73M
MET
Metlife Inc

Financial Services
-1.39K
- 10.01%
$73.82 - $82.37 $103K - $115K
12.5K $1.03M
GE
General Electric CO

Industrials
-1.23K
- 18.71%
$244.75 - $305.63 $302K - $377K
5.36K $1.61M
CMPX
Compass Therapeutics, Inc.

Healthcare
-47.6K
- 56.24%
$2.52 - $3.82 $120K - $182K
37K $138K
MU
Micron Technology Inc

Technology
-2.35K
- 33.21%
$104.88 - $168.89 $246K - $397K
4.72K $790K
CSL
Carlisle Companies Inc

Industrials
-108
- 11.89%
$327.52 - $435.11 $35.4K - $47K
800 $263K
CPB
Campbell Soup CO

Consumer Defensive
-2.86K
- 16.02%
$30.41 - $34.03 $87K - $97.4K
15K $473K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.55K
- 3.92%
$52.39 - $53.11 $81.3K - $82.4K
38.1K $2.02M
WTI
W&T Offshore Inc

Energy
-39K
- 63.85%
$1.65 - $2.06 $64.4K - $80.4K
22.1K $40K
PAYC
Paycom Software, Inc.

Technology
-114
- 9.11%
$208.14 - $238.8 $23.7K - $27.2K
1.14K $236K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-4.06K
- 7.07%
$52.12 - $55.33 $212K - $225K
53.4K $2.96M
SSRM
Ssr Mining Inc.

Basic Materials
-13.6K
- 55.73%
$11.8 - $24.58 $160K - $333K
10.8K $263K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-647
- 31.81%
$171.01 - $228.24 $111K - $148K
1.39K $296K
EGY
Vaalco Energy Inc

Energy
-11.6K
- 51.73%
$3.53 - $4.3 $41K - $50K
10.8K $43K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-469
- 20.87%
$110.74 - $122.12 $51.9K - $57.3K
1.78K $215K
USB
Us Bancorp \De\

Financial Services
-1.69K
- 11.24%
$43.94 - $50.41 $74.2K - $85.1K
13.3K $644K
ORCL
Oracle Corp

Technology
-11.1K
- 22.51%
$218.96 - $328.33 $2.43M - $3.65M
38.2K $10.8M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-77
- 1.23%
$39.13 - $48.22 $3.01K - $3.71K
6.19K $244K
GGG
Graco Inc

Industrials
-215
- 2.16%
$82.58 - $88.81 $17.8K - $19.1K
9.76K $828K
EDAP
Edap Tms Sa

Healthcare
-20.7K
- 63.51%
$1.25 - $2.91 $25.8K - $60.2K
11.9K $26K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-1.45K
- 8.38%
$26.88 - $27.78 $39K - $40.3K
15.9K $440K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-252
- 1.58%
$27.79 - $32.38 $7K - $8.16K
15.7K $449K
WIT
Wipro LTD

Technology
-3.97K
- 19.32%
$2.63 - $3.11 $10.4K - $12.4K
16.6K $43K
SLV
I Shares Silver Trust

ETFs
-4.27K
- 25.1%
$32.73 - $42.5 $140K - $181K
12.7K $539K
AEP
American Electric Power CO Inc

Utilities
-645
- 8.98%
$103.26 - $115.0 $66.6K - $74.2K
6.54K $735K
CLH
Clean Harbors Inc

Industrials
-45
- 1.16%
$225.84 - $250.43 $10.2K - $11.3K
3.84K $890K
IAUX
I 80 Gold Corp.
-20.9K
- 53.62%
$0.56 - $0.98 $11.7K - $20.5K
18.1K $17K
GLDG
Gold Mining Inc.

Basic Materials
-20K
- 50.0%
$0.72 - $1.29 $14.4K - $25.8K
20K $25K
WEC
Wec Energy Group, Inc.

Utilities
-517
- 9.57%
$103.66 - $114.59 $53.6K - $59.2K
4.89K $559K
Capital Grp Fixed Incm ETF T
-17.4K
- 20.18%
N/A
68.8K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
-59.4K
- 60.52%
N/A
38.8K $0
Blackrock ETF Trust
-67.7K
- 51.2%
N/A
64.5K $0
American Centy ETF Tr
-361K
- 50.33%
N/A
356K $0
Kenvue Inc
-8.87K
- 36.65%
N/A
15.3K $0
Lam Research Corp
-32.2K
- 51.6%
N/A
30.2K $0
Grayscale Ethereum Trust ETF
-33.6K
- 46.75%
N/A
38.3K $0
Blackrock ETF Trust Ii
-55.1K
- 49.46%
N/A
56.4K $0
Waldencast PLC
-81K
- 69.19%
N/A
36.1K $0
American Centy ETF Tr
-82.9K
- 50.22%
N/A
82.1K $0
Innovator Etfs Trust
-187K
- 43.31%
N/A
244K $0
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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