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 |
|---|---|
MINTPIMCO ETF TR | $662K |
SNEXSTONEX GROUP INC | $652K |
AZOAUTOZONE INC | $648K |
AMDADVANCED MICRO DEVICES INC | $645K |
APPAPPLOVIN CORP | $641K |
4I1PHILIP MORRIS INTL INC | $630K |
VRTXVERTEX PHARMACEUTICALS INC | $630K |
CFGCITIZENS FINL GROUP INC | $627K |
IWBISHARES TR | $613K |
EDIVSPDR INDEX SHS FDS | $613K |
SAPSAP SE | $612K |
FBKFB FINL CORP | $608K |
EXPEAGLE MATLS INC | $608K |
DFASDIMENSIONAL ETF TRUST | $605K |
IBDNORTHERN LTS FD TR IV | $604K |
CLHCLEAN HARBORS INC | $600K |
BERYEURBERRY GLOBAL GROUP INC | $600K |
NUHYNUSHARES ETF TR | $597K |
LKQ1LKQ CORP | $594K |
HEFAISHARES TR | $586K |
METMETLIFE INC | $582K |
IVLUISHARES TR | $581K |
RELYREMITLY GLOBAL INC | $580K |
XLISELECT SECTOR SPDR TR | $568K |
WF2WINTRUST FINL CORP | $567K |
LMBSFIRST TR EXCHANGE-TRADED FD | $555K |
GEGE AEROSPACE | $555K |
AZNASTRAZENECA PLC | $553K |
GOLFACUSHNET HLDGS CORP | $546K |
PGRPROGRESSIVE CORP | $540K |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $536K |
AXTAAXALTA COATING SYS LTD | $528K |
CGDGCAPITAL GROUP DIVIDEND GROWE | $526K |
ACWIISHARES TR | $523K |
WWJDNORTHERN LTS FD TR IV | $515K |
PCYINVESCO EXCH TRADED FD TR II | $512K |
IBTHISHARES TR | $508K |
IBMINTERNATIONAL BUSINESS MACHS | $507K |
DFIVDIMENSIONAL ETF TRUST | $506K |
NUBDNUSHARES ETF TR | $502K |
DEDEERE & CO | $498K |
BAMGNORTHERN LTS FD TR IV | $493K |
VGTVANGUARD WORLD FD | $493K |
RDIVINVESCO EXCH TRADED FD TR II | $489K |
TJXTJX COS INC NEW | $484K |
GILDGILEAD SCIENCES INC | $483K |
AAAUGOLDMAN SACHS PHYSICAL GOLD | $482K |
HYDBISHARES TR | $481K |
JPSTJ P MORGAN EXCHANGE TRADED F | $481K |
FBNDFIDELITY MERRIMACK STR TR | $481K |
FNDFSCHWAB STRATEGIC TR | $479K |
CRWDCROWDSTRIKE HLDGS INC | $477K |
PNCPNC FINL SVCS GROUP INC | $477K |
SCZISHARES TR | $476K |
A4SAMERIPRISE FINL INC | $473K |
BAMDNORTHERN LTS FD TR IV | $471K |
MPCMARATHON PETE CORP | $468K |
VLUEISHARES TR | $465K |
JHSCJOHN HANCOCK EXCHANGE TRADED | $463K |
FTCSFIRST TR EXCHANGE-TRADED FD | $451K |
SDYSPDR SER TR | $451K |
FCXFREEPORT-MCMORAN INC | $448K |
USFRWISDOMTREE TR | $444K |
COWZPACER FDS TR | $442K |
MARBFIRST TR EXCH TRADED FD III | $437K |
BAMVNORTHERN LTS FD TR IV | $434K |
IEURISHARES TR | $426K |
TIPXSPDR SER TR | $422K |
RUSHARUSH ENTERPRISES INC | $416K |
GDDYGODADDY INC | $414K |
FISFIDELITY NATL INFORMATION SV | $413K |
VAWVANGUARD WORLD FD | $411K |
NOGNORTHERN OIL & GAS INC | $406K |
USEPINNOVATOR ETFS TRUST | $402K |
HYLBDBX ETF TR | $400K |
SPTBSPDR SER TR | $399K |
FGDFIRST TR EXCHANGE TRADED FD | $399K |
NVSNNOVARTIS AG | $398K |
CGUSCAPITAL GROUP CORE EQUITY ET | $397K |
AMGNAMGEN INC | $390K |
GPKGRAPHIC PACKAGING HLDG CO | $389K |
WDIVSPDR INDEX SHS FDS | $389K |
SECTNORTHERN LTS FD TR IV | $388K |
IBTOISHARES TR | $386K |
BKBANK NEW YORK MELLON CORP | $383K |
VTIPVANGUARD MALVERN FDS | $383K |
AQLTISHARES TR | $378K |
VLOVALERO ENERGY CORP | $378K |
NTRSNORTHERN TR CORP | $377K |
PSXPHILLIPS 66 | $372K |
SCHWSCHWAB CHARLES CORP | $368K |
MBSDFLEXSHARES TR | $366K |
SOSOUTHERN CO | $363K |
XBISPDR SER TR | $360K |
WALDWALDENCAST PLC | $360K |
UAUGINNOVATOR ETFS TRUST | $358K |
NEENEXTERA ENERGY INC | $355K |
CWISPDR INDEX SHS FDS | $354K |
IGFISHARES TR | $352K |
AMATAPPLIED MATLS INC | $351K |