Simplicity Wealth,Llc Portfolio Holdings
Simplicity Wealth,Llc
- $461 Million
- Q4 2024
Simplicity Wealth,Llc has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $461 Million distributed in 323 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $43.3M, Ishares Core S&P 500 ETF with a value of $31.2M, Embraer S.A. with a value of $24.8M, Nvidia Corp with a value of $21.3M, and First Trust Small Cap with a value of $16M.
Examining the 13F form we can see an decrease of $575M in the current position value, from $1.04B to 461M.
Below you can find more details about Simplicity Wealth,Llc portfolio as well as his latest detailed transactions.
Portfolio value
$461 Million
ETFs: $261 Million
Technology: $60.4 Million
Industrials: $39.1 Million
Financial Services: $25.7 Million
Consumer Cyclical: $23.4 Million
Communication Services: $12.6 Million
Energy: $12 Million
Healthcare: $11.6 Million
Other: $14.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 323
- Current Value $461 Million
- Prior Value $1.04 Billion
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 42 stocks
- Additional Purchases 79 stocks
- Sold out of 0 stocks
- Reduced holdings in 176 stocks