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)

#StockSharesValue% PortfolioType
301
KTOSKRATOS DEFENSE & SEC SOLUTIO
142,005$2K0.00%
302
MSGSMADISON SQUARE GRDN SPRT COR
12,601$2K0.00%
303
ITOTISHARES TR
23,213$2K0.00%
304
AQLTISHARES TR
105,652$2K0.00%
305
MCWMISTER CAR WASH INC
312,385$2K0.00%
306
IBITISHARES BITCOIN TR
60,500$2K0.00%
307
EBAEBAY INC.
44,592$2K0.00%
308
SNPSSYNOPSYS INC
4,489$2K0.00%
309
SPYGSPDR SER TR
38,631$2K0.00%
310
LRCXEURLAM RESEARCH CORP
2,957$2K0.00%
311
UGIUGI CORP NEW
107,501$2K0.00%
312
HUBBHUBBELL INC
5,784$2K0.00%
313
LQDISHARES TR
20,351$2K0.00%
314
APOAPOLLO GLOBAL MGMT INC
18,559$2K0.00%
315
CCOCAMECO CORP
61,109$2K0.00%
316
IAU*ISHARES GOLD TR
50,459$2K0.00%
317
NKENIKE INC
30,857$2K0.00%
318
MDLZMONDELEZ INTL INC
30,253$2K0.00%
319
SEASEABRIDGE GOLD INC
162,203$2K0.00%
320
DUKDUKE ENERGY CORP NEW
21,646$2K0.00%
321
BLKCHFBLACKROCK INC
3,597$2K0.00%
322
AQLTISHARES TR
22,643$2K0.00%
323
CGUSCAPITAL GROUP CORE EQUITY ET
76,212$2K0.00%
324
INSGINSEEGO CORP
761,483$2K0.00%
325
GGGGRACO INC
22,044$2K0.00%
326
VGLTVANGUARD SCOTTSDALE FDS
37,147$2K0.00%
327
BVBRIGHTVIEW HLDGS INC
218,045$2K0.00%
328
TTDTHE TRADE DESK INC
34,005$2K0.00%
329
TRVTRAVELERS COMPANIES INC
9,520$2K0.00%
330
IEFISHARES TR
24,764$2K0.00%
331
ICOWPACER FDS TR
90,928$2K0.00%
332
USBUS BANCORP DEL
47,920$2K0.00%
333
MSGEMADISON SQUARE GARDEN ENTMT
75,214$2K0.00%
334
CBCHUBB LIMITED
8,461$2K0.00%
335
SCHFSCHWAB STRATEGIC TR
60,895$2K0.00%
336
TIPISHARES TR
23,662$2K0.00%
337
KKRKKR & CO INC
28,214$2K0.00%
338
TLTISHARES TR
26,618$2K0.00%
339
APHAMPHENOL CORP NEW
23,559$2K0.00%
340
MOALTRIA GROUP INC
48,272$2K0.00%
341
WBAWALGREENS BOOTS ALLIANCE INC
133,209$2K0.00%
342
CARRCARRIER GLOBAL CORPORATION
48,972$2K0.00%
343
CITCINTAS CORP
3,289$2K0.00%
344
TSCOTRACTOR SUPPLY CO
8,220$2K0.00%
345
CVSCVS HEALTH CORP
31,431$2K0.00%
346
ACWIISHARES TR
23,087$2K0.00%
347
ULUNILEVER PLC
43,963$2K0.00%
348
VIRTVIRTU FINL INC
120,790$2K0.00%
349
XLFSELECT SECTOR SPDR TR
53,830$2K0.00%
350
STWDSTARWOOD PPTY TR INC
141,496$2K0.00%
351
PANWPALO ALTO NETWORKS INC
5,788$1K0.00%
352
WDFCWD 40 CO
4,083$1K0.00%
353
SHOPSHOPIFY INC
19,755$1K0.00%
354
KRKROGER CO
19,464$1K0.00%
355
DKNGDRAFTKINGS INC NEW
26,258$1K0.00%
356
HEFAISHARES TR
34,873$1K0.00%
357
DELLDELL TECHNOLOGIES INC
9,522$1K0.00%
358
EMBISHARES TR
13,875$1K0.00%
359
EDCONSOLIDATED EDISON INC
12,759$1K0.00%
360
FMFFIRST TR EXCHANGE-TRADED FD
20,040$1K0.00%
361
MLMMARTIN MARIETTA MATLS INC
3,179$1K0.00%
362
USRTISHARES TR
37,143$1K0.00%
363
T7DTRANSDIGM GROUP INC
1,527$1K0.00%
364
PLDPROLOGIS INC.
12,339$1K0.00%
365
LPLALPL FINL HLDGS INC
6,544$1K0.00%
366
VISVANGUARD WORLD FD
6,659$1K0.00%
367
MLB1MERCADOLIBRE INC
997$1K0.00%
368
SPHYSPDR SER TR
67,004$1K0.00%
369
GDGENERAL DYNAMICS CORP
6,791$1K0.00%
370
NSCNORFOLK SOUTHN CORP
7,414$1K0.00%
371
IGSBISHARES TR
30,847$1K0.00%
372
JAAAJANUS DETROIT STR TR
27,461$1K0.00%
373
PSPINVESCO EXCHANGE TRADED FD T
23,119$1K0.00%
374
VOXVANGUARD WORLD FD
11,886$1K0.00%
375
YUMYUM BRANDS INC
13,751$1K0.00%
376
TMUST-MOBILE US INC
8,812$1K0.00%
377
ITGARTNER INC
3,224$1K0.00%
378
ETRENTERGY CORP NEW
10,245$1K0.00%
379
FICOFAIR ISAAC CORP
1,524$1K0.00%
380
IWVISHARES TR
4,163$1K0.00%
381
A4SAMERIPRISE FINL INC
2,737$1K0.00%
382
BDXBECTON DICKINSON & CO
4,769$1K0.00%
383
CALFPACER FDS TR
33,894$1K0.00%
384
VCRVANGUARD WORLD FD
4,193$1K0.00%
385
GILDGILEAD SCIENCES INC
21,827$1K0.00%
386
GOVIINVESCO EXCH TRADED FD TR II
41,949$1K0.00%
387
RSGREPUBLIC SVCS INC
5,248$1K0.00%
388
GXCSPDR INDEX SHS FDS
18,442$1K0.00%
389
CLXCLOROX CO DEL
11,397$1K0.00%
390
PAYXPAYCHEX INC
8,179$1K0.00%
391
MOATVANECK ETF TRUST
16,803$1K0.00%
392
LIILENNOX INTL INC
2,555$1K0.00%
393
HEIHEICO CORP NEW
8,152$1K0.00%
394
TFCTRUIST FINL CORP
33,698$1K0.00%
395
DGDOLLAR GEN CORP NEW
9,328$1K0.00%
396
LEMBISHARES INC
35,278$1K0.00%
397
TFIITFI INTL INC
9,626$1K0.00%
398
AIGAMERICAN INTL GROUP INC
22,709$1K0.00%
399
KMBKIMBERLY-CLARK CORP
10,472$1K0.00%
400
GMGENERAL MTRS CO
24,322$1K0.00%
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