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 |
|---|---|
CTRACOTERRA ENERGY INC | $223K |
WMBWILLIAMS COS INC | $223K |
ISMDNORTHERN LTS FD TR IV | $222K |
QEFASPDR INDEX SHS FDS | $222K |
BUXXEA SERIES TRUST | $221K |
BAMANORTHERN LTS FD TR IV | $221K |
NVONOVO-NORDISK A S | $221K |
SNYSANOFI | $221K |
FTCBFIRST TR EXCHANGE-TRADED FD | $220K |
CCLCARNIVAL CORP | $219K |
SCHASCHWAB STRATEGIC TR | $217K |
SCHESCHWAB STRATEGIC TR | $217K |
BITBBITWISE BITCOIN ETF TR | $215K |
BPBP PLC | $214K |
AEPAMERICAN ELEC PWR CO INC | $213K |
JHHYJOHN HANCOCK EXCHANGE TRADED | $212K |
SCHZSCHWAB STRATEGIC TR | $212K |
DFARDIMENSIONAL ETF TRUST | $212K |
REGNREGENERON PHARMACEUTICALS | $210K |
PTLNORTHERN LTS FD TR IV | $210K |
EEMVISHARES INC | $209K |
LEMBISHARES INC | $208K |
FNDESCHWAB STRATEGIC TR | $206K |
VOEVANGUARD INDEX FDS | $206K |
BABAALIBABA GROUP HLDG LTD | $205K |
USBUS BANCORP DEL | $205K |
OCULOCULAR THERAPEUTIX INC | $205K |
CBCHUBB LIMITED | $204K |
DWDMORGAN STANLEY | $203K |
RLRALPH LAUREN CORP | $203K |
AGGYWISDOMTREE TR | $201K |
MFCMANULIFE FINL CORP | $201K |
TTENTOTALENERGIES SE | $200K |
AGLAGILON HEALTH INC | $186K |
HPEHEWLETT PACKARD ENTERPRISE C | $178K |
BCSBARCLAYS PLC | $159K |
HLNHALEON PLC | $159K |
TDUPTHREDUP INC | $156K |
RCREADY CAPITAL CORP | $153K |
CRCTCRICUT INC | $134K |
SSRMSSR MINING IN | $109K |
CMPXCOMPASS THERAPEUTICS INC | $88K |
UGRULTRAPAR PARTICIPACOES SA | $69K |
MRVIMARAVAI LIFESCIENCES HLDGS I | $67K |
NATNORDIC AMERICAN TANKERS LIMI | $62K |
MNTKMONTAUK RENEWABLES INC | $56K |
EP3ORASURE TECHNOLOGIES INC | $53K |
JRVRJAMES RIV GROUP LTD | $51K |
IRWDIRONWOOD PHARMACEUTICALS INC | $45K |
ANIXANIXA BIOSCIENCES INC | $40K |
EGYVAALCO ENERGY INC | $40K |
TNGXTANGO THERAPEUTICS INC | $37K |
NVTSNAVITAS SEMICONDUCTOR CORP | $26K |
BBDBANCO BRADESCO S A | $26K |
RAPTEURRAPT THERAPEUTICS INC | $25K |
SAVACASSAVA SCIENCES INC | $19K |
GOLDGOLDMINING INC | $17K |
VTYXVENTYX BIOSCIENCES INC | $14K |
KWE1RING ENERGY INC | $14K |
IAUI-80 GOLD CORP | $10K |
SESSES AI CORPORATION | $5K |
PreviousPage 6 of 6