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 |
|---|---|
SPMDSPDR SER TR | $350K |
DFSEDIMENSIONAL ETF TRUST | $345K |
NKENIKE INC | $344K |
ORLYOREILLY AUTOMOTIVE INC | $343K |
DFAUDIMENSIONAL ETF TRUST | $343K |
AIGAMERICAN INTL GROUP INC | $343K |
TIPISHARES TR | $341K |
SOCSABLE OFFSHORE CORP | $336K |
GSSTGOLDMAN SACHS ETF TR | $335K |
SPGIS&P GLOBAL INC | $324K |
HCAHCA HEALTHCARE INC | $322K |
SPIBSPDR SER TR | $322K |
INTUINTUIT | $322K |
QQQMINVESCO EXCH TRADED FD TR II | $320K |
COCOVITA COCO CO INC | $319K |
EMHCSPDR SER TR | $316K |
WDAYWORKDAY INC | $314K |
BOTZGLOBAL X FDS | $313K |
SHYGISHARES TR | $312K |
PAYCPAYCOM SOFTWARE INC | $311K |
FTGCFIRST TR EXCHANGE TRAD FD VI | $308K |
FFORD MTR CO | $307K |
VIOVVANGUARD ADMIRAL FDS INC | $305K |
ICLOINVESCO ACTIVELY MANAGED EXC | $304K |
IRINGERSOLL RAND INC | $303K |
ROADCONSTRUCTION PARTNERS INC | $303K |
KHPIMANAGED PORTFOLIO SERIES | $302K |
IWNISHARES TR | $302K |
LCTUBLACKROCK ETF TRUST | $299K |
DIVGLOBAL X FDS | $299K |
MSCIMSCI INC | $298K |
STLDSTEEL DYNAMICS INC | $297K |
SPEMSPDR INDEX SHS FDS | $283K |
URIUNITED RENTALS INC | $283K |
FSMBFIRST TR EXCH TRADED FD III | $282K |
ZTSZOETIS INC | $281K |
FPIFARMLAND PARTNERS INC | $279K |
ESGUISHARES TR | $278K |
ONEQFIDELITY COMWLTH TR | $277K |
VCITVANGUARD SCOTTSDALE FDS | $275K |
ECLECOLAB INC | $275K |
KNXKNIGHT-SWIFT TRANSN HLDGS IN | $273K |
CBRECBRE GROUP INC | $270K |
LPXLOUISIANA PAC CORP | $270K |
PRIMPRIMORIS SVCS CORP | $267K |
BMYBRISTOL-MYERS SQUIBB CO | $265K |
JHCBJOHN HANCOCK EXCHANGE TRADED | $265K |
CITHE CIGNA GROUP | $264K |
DYDYCOM INDS INC | $263K |
MNSTMONSTER BEVERAGE CORP NEW | $262K |
AXPAMERICAN EXPRESS CO | $261K |
CLOIVANECK ETF TRUST | $261K |
ICEINTERCONTINENTAL EXCHANGE IN | $260K |
SPLVINVESCO EXCH TRADED FD TR II | $260K |
ADSKAUTODESK INC | $259K |
KWEBKRANESHARES TRUST | $258K |
ADIANALOG DEVICES INC | $257K |
EPDENTERPRISE PRODS PARTNERS L | $256K |
PYPLPAYPAL HLDGS INC | $253K |
GBILGOLDMAN SACHS ETF TR | $252K |
PWRQUANTA SVCS INC | $252K |
LRNSTRIDE INC | $252K |
DFEVDIMENSIONAL ETF TRUST | $251K |
DDDUPONT DE NEMOURS INC | $250K |
PDBCINVESCO ACTVELY MNGD ETC FD | $250K |
EPSWISDOMTREE TR | $249K |
VXUSVANGUARD STAR FDS | $249K |
HIGHARTFORD INSURANCE GROUP INC | $248K |
ASMLASML HOLDING N V | $248K |
IGIBISHARES TR | $246K |
ANGLVANECK ETF TRUST | $245K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $244K |
BAHBOOZ ALLEN HAMILTON HLDG COR | $244K |
DFSVDIMENSIONAL ETF TRUST | $243K |
DSIISHARES TR | $242K |
RCLROYAL CARIBBEAN GROUP | $242K |
CMECME GROUP INC | $240K |
WFC 7.5 PERP LWELLS FARGO CO NEW | $240K |
OMFLINVESCO EXCH TRD SLF IDX FD | $238K |
BUFGFIRST TR EXCHNG TRADED FD VI | $238K |
KMIKINDER MORGAN INC DEL | $234K |
TRVCCITIGROUP INC | $230K |
NDAQNASDAQ INC | $230K |
SPSBSPDR SER TR | $230K |
BCCCGLOBAL X FDS | $230K |
ITOTISHARES TR | $230K |
AFLAFLAC INC | $229K |
TMUST-MOBILE US INC | $228K |
T7DTRANSDIGM GROUP INC | $228K |
ROKROCKWELL AUTOMATION INC | $228K |
PLDPROLOGIS INC. | $227K |
AYS1SANDSTORM GOLD LTD | $227K |
REEVEREST GROUP LTD | $226K |
USXFISHARES TR | $225K |
VXFVANGUARD INDEX FDS | $225K |
GDGENERAL DYNAMICS CORP | $224K |
PANWPALO ALTO NETWORKS INC | $224K |
BNDXVANGUARD CHARLOTTE FDS | $223K |
CTRACOTERRA ENERGY INC | $223K |
WMBWILLIAMS COS INC | $223K |