Sims Investment Management, LLC Incresed Positions in Q1 2025

Sims Investment Management, LLC

  • $224 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
933K
+ 43.1%
$21.75 - $24.28 $20.3M - $22.6M
3.1M $68.4B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
226K
+ 56.93%
$27.01 - $28.54 $6.1M - $6.45M
623K $17.4B
SCHA
Schwab Strategic Tr Us Small C

ETFs
398K
+ 28.16%
$23.16 - $27.04 $9.22M - $10.8M
1.81M $42.4B
JHSC
John Hancock ETF Tr Multifacto

ETFs
91.2K
+ 117.51%
$36.26 - $41.89 $3.31M - $3.82M
169K $6.29B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
235K
+ 31.11%
$16.57 - $18.85 $3.89M - $4.43M
990K $16.5B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
14.2K
+ 67.59%
$192.82 - $222.1 $2.74M - $3.15M
35.2K $6.8B
XYLD
Global X Fds S&P 500 Covered C

ETFs
74.8K
+ 27.42%
$39.02 - $42.89 $2.92M - $3.21M
347K $13.7B
SCHO
Schwab Short Term Us Treasury

ETFs
34.7K
+ 9.83%
$24.1 - $24.34 $836K - $844K
388K $9.43B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.2K
+ 57.72%
$77.7 - $78.94 $796K - $808K
28K $2.21B
UBER
Uber Technologies, Inc

Technology
4.4K
+ 12.08%
$63.17 - $81.49 $278K - $359K
40.9K $2.98B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.38K
+ 57.24%
$507.05 - $563.67 $699K - $777K
3.79K $1.95B
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.31K
+ 134.73%
$71.17 - $73.66 $520K - $538K
12.7K $935M
AAPL
Apple Inc.

Technology
2.14K
+ 185.11%
$209.68 - $247.1 $448K - $528K
3.29K $732M
PG
Procter & Gamble CO

Consumer Defensive
965
+ 144.68%
$158.56 - $176.26 $153K - $170K
1.63K $278M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.74K
+ 22.79%
$211.47 - $267.17 $367K - $464K
9.36K $1.98B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21
+ 1.65%
$442.66 - $534.52 $9.3K - $11.2K
1.29K $689M
VB
Vanguard Small Cap ETF

ETFs
560
+ 49.34%
$217.89 - $252.64 $122K - $141K
1.7K $376M
UNH
Unitedhealth Group Inc

Healthcare
14
+ 1.36%
$461.52 - $548.18 $6.46K - $7.67K
1.05K $548M
DIS
Walt Disney CO

Communication Services
361
+ 12.83%
$96.87 - $114.0 $35K - $41.2K
3.17K $313M
VGT
Vanguard Information Technolog

ETFs
31
+ 4.4%
$542.38 - $646.34 $16.8K - $20K
735 $399M
AAP
Advance Auto Parts Inc

Consumer Cyclical
300
+ 4.59%
$33.63 - $49.79 $10.1K - $14.9K
6.84K $268M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
100
+ 0.17%
$12.94 - $14.29 $1.29K - $1.43K
60.1K $789M
VVI
Viad Corp

Industrials
5.18K
+ 15.3%
$38.76 - $41.63 $201K - $216K
39K $1.38B
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
300
+ 0.3%
$13.63 - $15.28 $4.09K - $4.58K
101K $1.37B
CCL
Carnival Corp

Consumer Cyclical
5.83K
+ 10.89%
$19.08 - $28.49 $111K - $166K
59.3K $1.16B
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
2.9K
+ 0.74%
$13.21 - $14.63 $38.3K - $42.4K
396K $5.23B
TSLA
Tesla, Inc.

Consumer Cyclical
418
+ 7.42%
$222.15 - $428.22 $92.9K - $179K
6.05K $1.57B
Activity Summary
Buys All Purchases 36 New Holdings 8 Increased Positions 28 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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