Simpli Fi, Inc. Portfolio Holdings
Simpli Fi, Inc.
- $174 Million
- Q1 2025
Simpli Fi, Inc. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $174 Million distributed in 41 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $23.8M, Spdr Index Shs Fds Msci Eafe S with a value of $19.4M, Wisdomtree Yield Enhanced U.S. with a value of $19M, Pimco Active Bond Exchange Tra with a value of $19M, and Ishares Russell 2000 ETF with a value of $14.6M.
Examining the 13F form we can see an decrease of $42M in the current position value, from $216M to 174M.
Below you can find more details about Simpli Fi, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$174 Million
ETFs: $170 Million
Communication Services: $1.3 Million
Financial Services: $1.17 Million
Industrials: $322,000
Utilities: $235,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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