Simplicity Wealth,Llc has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.04 Billion distributed in 494 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $59.9M, Ishares Core S&P 500 ETF with a value of $45.9M, Vanguard Index Fds S&P 500 ETF with a value of $42.9M, American Centy ETF Tr Avantis with a value of $35.6M, and American Centy ETF Tr Avantis with a value of $24.8M.
Examining the 13F form we can see an decrease of $3.29B in the current position value, from $4.32B to 1.04B.
Below you can find more details about Simplicity Wealth,Llc portfolio as well as his latest detailed transactions.
Portfolio value
$1.04 Billion
ETFs: $713 Million
Technology: $85.1 Million
Industrials: $55.5 Million
Financial Services: $35.1 Million
Consumer Cyclical: $32.8 Million
Healthcare: $32.1 Million
Consumer Defensive: $29.3 Million
Communication Services: $20.5 Million
Other: $20.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
