Simplicity Wealth,Llc Portfolio Holdings
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
Simplicity Wealth,Llc has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.2 Billion distributed in 561 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 $58.9M, Vanguard Index Fds S&P 500 ETF with a value of $47.8M, Ishares Core S&P 500 ETF with a value of $46.3M, American Centy ETF Tr Avantis with a value of $42.6M, and Embraer S.A. with a value of $31M.
Examining the 13F form we can see an increase of $741M in the current position value, from $461M to 1.2B.
Below you can find more details about Simplicity Wealth,Llc portfolio as well as his latest detailed transactions.
Portfolio value
$1.2 Billion
ETFs: $800 Million
Technology: $105 Million
Industrials: $61 Million
Financial Services: $54.4 Million
Consumer Cyclical: $39 Million
Consumer Defensive: $37.1 Million
Healthcare: $36.9 Million
Communication Services: $29.3 Million
Other: $22.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 561
- Current Value $1.2 Billion
- Prior Value $461 Million
- Filing
- Period Q1 2025
- Filing Date April 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 284 stocks
- Additional Purchases 205 stocks
- Sold out of 0 stocks
- Reduced holdings in 51 stocks