Simplicity Wealth,LLC Q1 2024 Filing
Filed April 24, 2024
Portfolio Value
$4.2T
Holdings
1,177
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (1,177 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | XLKSELECT SECTOR SPDR TR | 39,412 | $8K | 0.00% | |
| 102 | CSCOCISCO SYS INC | 165,641 | $8K | 0.00% | |
| 103 | VMBSVANGUARD SCOTTSDALE FDS | 189,474 | $8K | 0.00% | |
| 104 | SPYMSPDR SER TR | 145,618 | $8K | 0.00% | |
| 105 | FISFIDELITY NATL INFORMATION SV | 118,297 | $8K | 0.00% | |
| 106 | URTHISHARES INC | 58,304 | $8K | 0.00% | |
| 107 | CRMSALESFORCE INC | 27,447 | $8K | 0.00% | |
| 108 | EMLCVANECK ETF TRUST | 322,176 | $7K | 0.00% | |
| 109 | USIGISHARES TR | 152,262 | $7K | 0.00% | |
| 110 | VUGVANGUARD INDEX FDS | 22,782 | $7K | 0.00% | |
| 111 | QUALISHARES TR | 47,670 | $7K | 0.00% | |
| 112 | COSTCOSTCO WHSL CORP NEW | 10,818 | $7K | 0.00% | |
| 113 | AQLTISHARES TR | 99,629 | $7K | 0.00% | |
| 114 | WMBWILLIAMS COS INC | 190,519 | $7K | 0.00% | |
| 115 | CATCATERPILLAR INC | 19,827 | $7K | 0.00% | |
| 116 | SCHASCHWAB STRATEGIC TR | 144,908 | $7K | 0.00% | |
| 117 | DXJWISDOMTREE TR | 67,471 | $7K | 0.00% | |
| 118 | UCONFIRST TR EXCHNG TRADED FD VI | 297,895 | $7K | 0.00% | |
| 119 | FNFFIDELITY NATIONAL FINANCIAL | 136,863 | $7K | 0.00% | |
| 120 | FCXFREEPORT-MCMORAN INC | 153,865 | $7K | 0.00% | |
| 121 | MCDMCDONALDS CORP | 27,134 | $7K | 0.00% | |
| 122 | 4I1PHILIP MORRIS INTL INC | 80,109 | $7K | 0.00% | |
| 123 | MPLXMPLX LP | 183,435 | $7K | 0.00% | |
| 124 | BSVVANGUARD BD INDEX FDS | 96,563 | $7K | 0.00% | |
| 125 | MRSHMARSH & MCLENNAN COS INC | 30,170 | $6K | 0.00% | |
| 126 | CMCSACOMCAST CORP NEW | 142,226 | $6K | 0.00% | |
| 127 | QCOMQUALCOMM INC | 40,958 | $6K | 0.00% | |
| 128 | IWRISHARES TR | 82,196 | $6K | 0.00% | |
| 129 | KLACKLA CORP | 9,234 | $6K | 0.00% | |
| 130 | INTCINTEL CORP | 136,150 | $6K | 0.00% | |
| 131 | BRLNBLACKROCK ETF TRUST II | 124,230 | $6K | 0.00% | |
| 132 | BPBP PLC | 176,100 | $6K | 0.00% | |
| 133 | GDXVANECK ETF TRUST | 215,330 | $6K | 0.00% | |
| 134 | BACBANK AMERICA CORP | 161,823 | $6K | 0.00% | |
| 135 | URNMSPROTT FDS TR | 128,553 | $6K | 0.00% | |
| 136 | MDTMEDTRONIC PLC | 72,405 | $6K | 0.00% | |
| 137 | AMGNAMGEN INC | 22,227 | $6K | 0.00% | |
| 138 | SHELSHELL PLC | 96,547 | $6K | 0.00% | |
| 139 | LOWLOWES COS INC | 23,555 | $6K | 0.00% | |
| 140 | BNDVANGUARD BD INDEX FDS | 92,233 | $6K | 0.00% | |
| 141 | GSYINVESCO ACTIVELY MANAGED ETF | 138,714 | $6K | 0.00% | |
| 142 | JPIBJ P MORGAN EXCHANGE TRADED F | 134,041 | $6K | 0.00% | |
| 143 | XLVSELECT SECTOR SPDR TR | 43,806 | $6K | 0.00% | |
| 144 | ASMLASML HOLDING N V | 7,018 | $6K | 0.00% | |
| 145 | UBERUBER TECHNOLOGIES INC | 64,955 | $5K | 0.00% | |
| 146 | MOSMOSAIC CO NEW | 184,169 | $5K | 0.00% | |
| 147 | INDAISHARES TR | 105,792 | $5K | 0.00% | |
| 148 | SMFGSUMITOMO MITSUI FINL GROUP I | 455,282 | $5K | 0.00% | |
| 149 | ADBEADOBE INC | 10,158 | $5K | 0.00% | |
| 150 | ACNACCENTURE PLC IRELAND | 16,746 | $5K | 0.00% | |
| 151 | SCHOSCHWAB STRATEGIC TR | 104,635 | $5K | 0.00% | |
| 152 | AMATAPPLIED MATLS INC | 28,166 | $5K | 0.00% | |
| 153 | SNYSANOFI | 108,373 | $5K | 0.00% | |
| 154 | NVSNNOVARTIS AG | 54,714 | $5K | 0.00% | |
| 155 | AMDADVANCED MICRO DEVICES INC | 32,989 | $5K | 0.00% | |
| 156 | GSGOLDMAN SACHS GROUP INC | 12,303 | $5K | 0.00% | |
| 157 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 39,837 | $5K | 0.00% | |
| 158 | ETNEATON CORP PLC | 16,341 | $5K | 0.00% | |
| 159 | ABTABBOTT LABS | 52,698 | $5K | 0.00% | |
| 160 | MUMICRON TECHNOLOGY INC | 45,519 | $5K | 0.00% | |
| 161 | ORCLORACLE CORP | 47,560 | $5K | 0.00% | |
| 162 | PFLDETF SER SOLUTIONS | 237,944 | $5K | 0.00% | |
| 163 | IDEVISHARES TR | 80,649 | $5K | 0.00% | |
| 164 | VGITVANGUARD SCOTTSDALE FDS | 87,095 | $5K | 0.00% | |
| 165 | BACVERIZON COMMUNICATIONS INC | 136,283 | $5K | 0.00% | |
| 166 | ADPAUTOMATIC DATA PROCESSING IN | 23,000 | $5K | 0.00% | |
| 167 | HTRBHARTFORD FDS EXCHANGE TRADED | 152,586 | $5K | 0.00% | |
| 168 | ICLRICON PLC | 17,118 | $5K | 0.00% | |
| 169 | UNPUNION PAC CORP | 21,299 | $5K | 0.00% | |
| 170 | HONHONEYWELL INTL INC | 26,275 | $5K | 0.00% | |
| 171 | UPSUNITED PARCEL SERVICE INC | 38,578 | $5K | 0.00% | |
| 172 | EQTEQT CORP | 137,346 | $5K | 0.00% | |
| 173 | BABOEING CO | 20,845 | $4K | 0.00% | |
| 174 | SPABSPDR SER TR | 179,555 | $4K | 0.00% | |
| 175 | GEGENERAL ELECTRIC CO | 28,375 | $4K | 0.00% | |
| 176 | SCHDSCHWAB STRATEGIC TR | 53,680 | $4K | 0.00% | |
| 177 | IJHISHARES TR | 72,742 | $4K | 0.00% | |
| 178 | XLYSELECT SECTOR SPDR TR | 27,118 | $4K | 0.00% | |
| 179 | RTXRTX CORPORATION | 46,916 | $4K | 0.00% | |
| 180 | TTEKTETRA TECH INC NEW | 23,925 | $4K | 0.00% | |
| 181 | IVEISHARES TR | 23,001 | $4K | 0.00% | |
| 182 | XRPRETF OPPORTUNITIES TRUST | 149,161 | $4K | 0.00% | |
| 183 | FDXFEDEX CORP | 17,013 | $4K | 0.00% | |
| 184 | SMGSCOTTS MIRACLE-GRO CO | 63,768 | $4K | 0.00% | |
| 185 | APLSAPELLIS PHARMACEUTICALS INC | 78,247 | $4K | 0.00% | |
| 186 | VEUVANGUARD INTL EQUITY INDEX F | 78,644 | $4K | 0.00% | |
| 187 | CLVTRIP COM GROUP LTD | 113,008 | $4K | 0.00% | |
| 188 | BGBUNGE GLOBAL SA | 41,414 | $4K | 0.00% | |
| 189 | GBTCGRAYSCALE BITCOIN TR BTC | 75,480 | $4K | 0.00% | |
| 190 | PYLDPIMCO ETF TR | 159,745 | $4K | 0.00% | |
| 191 | 0J7QIAC INC | 88,089 | $4K | 0.00% | |
| 192 | IJJISHARES TR | 34,560 | $4K | 0.00% | |
| 193 | XLISELECT SECTOR SPDR TR | 36,245 | $4K | 0.00% | |
| 194 | SAPSAP SE | 23,079 | $4K | 0.00% | |
| 195 | AZNASTRAZENECA PLC | 63,707 | $4K | 0.00% | |
| 196 | XLFISELECT SECTOR SPDR TR | 53,830 | $4K | 0.00% | |
| 197 | VDEVANGUARD WORLD FD | 37,389 | $4K | 0.00% | |
| 198 | WFCWELLS FARGO CO NEW | 83,350 | $4K | 0.00% | |
| 199 | TAKTAKEDA PHARMACEUTICAL CO LTD | 288,535 | $4K | 0.00% | |
| 200 | SYYSYSCO CORP | 53,519 | $4K | 0.00% |