Simplicity Wealth,LLC Q1 2025 Filing
Filed April 15, 2025
Portfolio Value
$1.3B
Holdings
561
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (561 positions)
| Stock | Value |
|---|---|
WMWASTE MGMT INC DEL | $1.3M |
BNDVANGUARD BD INDEX FDS | $1.3M |
GSGOLDMAN SACHS GROUP INC | $1.3M |
VBVANGUARD INDEX FDS | $1.3M |
CHDCHURCH & DWIGHT CO INC | $1.3M |
OEFISHARES TR | $1.3M |
XLYSELECT SECTOR SPDR TR | $1.3M |
VPLVANGUARD INTL EQUITY INDEX F | $1.3M |
ARMARM HOLDINGS PLC | $1.3M |
GDXVANECK ETF TRUST | $1.3M |
INTCINTEL CORP | $1.3M |
EEMISHARES TR | $1.3M |
BABOEING CO | $1.3M |
VDEVANGUARD WORLD FD | $1.2M |
LINLINDE PLC | $1.2M |
PFFISHARES TR | $1.2M |
SYYSYSCO CORP | $1.2M |
DDOGDATADOG INC | $1.2M |
NOWSERVICENOW INC | $1.2M |
MARAMARA HOLDINGS INC | $1.2M |
SPTLSPDR SER TR | $1.2M |
FAARFIRST TR EXCHANGE TRAD FD VI | $1.2M |
TXNTEXAS INSTRS INC | $1.2M |
SCHFSCHWAB STRATEGIC TR | $1.2M |
SYFSYNCHRONY FINANCIAL | $1.2M |
MIGAMICROSTRATEGY INC | $1.2M |
TLTISHARES TR | $1.2M |
VCSHVANGUARD SCOTTSDALE FDS | $1.2M |
TAT&T INC | $1.2M |
FMFFIRST TR EXCHANGE-TRADED FD | $1.1M |
IDV*ISHARES TR | $1.1M |
SBUXSTARBUCKS CORP | $1.1M |
FTLSFIRST TR EXCH TRADED FD III | $1.1M |
RDVYFIRST TR EXCHANGE TRADED FD | $1.1M |
SPTSSPDR SER TR | $1.1M |
TSCOTRACTOR SUPPLY CO | $1.1M |
VRIGINVESCO ACTIVELY MANAGED EXC | $1.1M |
BKNGBOOKING HOLDINGS INC | $1.1M |
ITWILLINOIS TOOL WKS INC | $1.1M |
AQLTISHARES TR | $1.1M |
VWOVANGUARD INTL EQUITY INDEX F | $1.1M |
SPHYSPDR SER TR | $1.1M |
APDAIR PRODS & CHEMS INC | $1.1M |
RSGREPUBLIC SVCS INC | $1.1M |
COPCONOCOPHILLIPS | $1.1M |
IWRISHARES TR | $1.1M |
CLXCLOROX CO DEL | $1.0M |
UBERUBER TECHNOLOGIES INC | $1.0M |
HYDVANECK ETF TRUST | $1.0M |
LQDISHARES TR | $1.0M |
EFAISHARES TR | $1.0M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.0M |
DISVDIMENSIONAL ETF TRUST | $1.0M |
BILSSPDR SER TR | $1.0M |
JHMMJOHN HANCOCK EXCHANGE TRADED | $1.0M |
ADBEADOBE INC | $1.0M |
IGVISHARES TR | $998K |
XLFISELECT SECTOR SPDR TR | $993K |
PHYS/USPROTT PHYSICAL GOLD TR | $991K |
SCHGSCHWAB STRATEGIC TR | $986K |
SPTISPDR SER TR | $976K |
CMICUMMINS INC | $964K |
BSVVANGUARD BD INDEX FDS | $953K |
VIGVANGUARD SPECIALIZED FUNDS | $939K |
XLESELECT SECTOR SPDR TR | $924K |
APHAMPHENOL CORP NEW | $922K |
CORZCORE SCIENTIFIC INC NEW | $912K |
PNFPPINNACLE FINL PARTNERS INC | $905K |
ZMZOOM COMMUNICATIONS INC | $884K |
DUKDUKE ENERGY CORP NEW | $883K |
JHEMJOHN HANCOCK EXCHANGE TRADED | $877K |
ALABASTERA LABS INC | $859K |
GGGGRACO INC | $840K |
QFLRINNOVATOR ETFS TRUST | $840K |
DGROISHARES TR | $840K |
IEIISHARES TR | $839K |
GWWGRAINGER W W INC | $839K |
FALNISHARES TR | $825K |
DIHPDIMENSIONAL ETF TRUST | $821K |
AKAMAKAMAI TECHNOLOGIES INC | $805K |
AONAON PLC | $784K |
VIOGVANGUARD ADMIRAL FDS INC | $772K |
EXPDEXPEDITORS INTL WASH INC | $757K |
KEXKIRBY CORP | $739K |
TMOTHERMO FISHER SCIENTIFIC INC | $723K |
DFSIDIMENSIONAL ETF TRUST | $718K |
SHELSHELL PLC | $714K |
VYMIVANGUARD WHITEHALL FDS | $714K |
MMM3M CO | $712K |
ICVTISHARES TR | $700K |
DFGRDIMENSIONAL ETF TRUST | $699K |
SMIZZACKS TRUST | $695K |
HTRBHARTFORD FDS EXCHANGE TRADED | $694K |
ISRGINTUITIVE SURGICAL INC | $688K |
QLTAISHARES TR | $682K |
REETISHARES TR | $674K |
PLTRPALANTIR TECHNOLOGIES INC | $673K |
EDCONSOLIDATED EDISON INC | $671K |
CGSMCAPITAL GRP FIXED INCM ETF T | $670K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $666K |