Simplicity Wealth,LLC Q2 2024 Filing

Filed July 10, 2024

Portfolio Value

$4.4T

Holdings

1,240

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (1,240 positions)

#StockSharesValue% PortfolioType
1001
CBZCBIZ INC
3,783$00.00%
1002
DOWDOW INC
18,428$00.00%
1003
HLIHOULIHAN LOKEY INC
4,026$00.00%
1004
KRNYKEARNY FINL CORP MD
14,909$00.00%
1005
FGF&G ANNUITIES & LIFE INC
11,010$00.00%
1006
FNDFLOOR & DECOR HLDGS INC
2,689$00.00%
1007
WSMWILLIAMS SONOMA INC
1,031$00.00%
1008
FSSFEDERAL SIGNAL CORP
4,547$00.00%
1009
LENLENNAR CORP
5,063$00.00%
1010
SPOTSPOTIFY TECHNOLOGY S A
1,854$00.00%
1011
BABAALIBABA GROUP HLDG LTD
10,383$00.00%
1012
AKAMAKAMAI TECHNOLOGIES INC
10,647$00.00%
1013
SYU1SYNOVUS FINL CORP
6,695$00.00%
1014
BNDXVANGUARD CHARLOTTE FDS
8,068$00.00%
1015
LDOSLEIDOS HOLDINGS INC
2,676$00.00%
1016
SITMSITIME CORP
2,077$00.00%
1017
FANGDIAMONDBACK ENERGY INC
3,978$00.00%
1018
CAHCARDINAL HEALTH INC
6,712$00.00%
1019
8CWCROWN CASTLE INC
6,432$00.00%
1020
ESEVERSOURCE ENERGY
5,197$00.00%
1021
GSLCGOLDMAN SACHS ETF TR
3,586$00.00%
1022
CRBUCARIBOU BIOSCIENCES INC
12,795$00.00%
1023
CBRECBRE GROUP INC
4,531$00.00%
1024
ALKSALKERMES PLC
11,554$00.00%
1025
CCEPCOCA-COLA EUROPACIFIC PARTNE
9,726$00.00%
1026
FSCOFS CREDIT OPPORTUNITIES CORP
55,095$00.00%
1027
WWDWOODWARD INC
1,385$00.00%
1028
STZCONSTELLATION BRANDS INC
3,078$00.00%
1029
GEVGE VERNOVA INC
4,674$00.00%
1030
ODFLOLD DOMINION FREIGHT LINE IN
3,367$00.00%
1031
VTYXVENTYX BIOSCIENCES INC
22,361$00.00%
1032
FLNTFLUENT INC
30,299$00.00%
1033
BLDRBUILDERS FIRSTSOURCE INC
3,840$00.00%
1034
MGMMGM RESORTS INTERNATIONAL
9,386$00.00%
1035
PBFPBF ENERGY INC
11,861$00.00%
1036
BERYEURBERRY GLOBAL GROUP INC
7,065$00.00%
1037
KEYSKEYSIGHT TECHNOLOGIES INC
3,246$00.00%
1038
VXFVANGUARD INDEX FDS
5,584$00.00%
1039
OPENOPENDOOR TECHNOLOGIES INC
13,868$00.00%
1040
SCHPSCHWAB STRATEGIC TR
4,702$00.00%
1041
KHCKRAFT HEINZ CO
18,112$00.00%
1042
QSRRESTAURANT BRANDS INTL INC
3,003$00.00%
1043
GBILGOLDMAN SACHS ETF TR
2,305$00.00%
1044
TSNTYSON FOODS INC
3,934$00.00%
1045
OHIOMEGA HEALTHCARE INVS INC
5,954$00.00%
1046
IBDNORTHERN LTS FD TR IV
15,240$00.00%
1047
ROLROLLINS INC
8,013$00.00%
1048
KELKELLANOVA
9,353$00.00%
1049
GOLDGOLDMINING INC
10,000$00.00%
1050
PPGPPG INDS INC
4,988$00.00%
1051
IBTHISHARES TR
27,756$00.00%
1052
UWMCUWM HOLDINGS CORPORATION
28,977$00.00%
1053
SHVISHARES TR
7,240$00.00%
1054
BXSLBLACKSTONE SECD LENDING FD
25,404$00.00%
1055
INGING GROEP N.V.
16,952$00.00%
1056
SWN1EURSOUTHWESTERN ENERGY CO
32,003$00.00%
1057
CXDOCREXENDO INC
11,000$00.00%
1058
CMTGCLAROS MTG TR INC
15,102$00.00%
1059
BIIBBIOGEN INC
1,831$00.00%
1060
CTVHELIX ENERGY SOLUTIONS GRP I
15,490$00.00%
1061
VONGVANGUARD SCOTTSDALE FDS
5,716$00.00%
1062
SYFSYNCHRONY FINANCIAL
15,117$00.00%
1063
DALDELTA AIR LINES INC DEL
9,844$00.00%
1064
DBDEUTSCHE BANK A G
10,304$00.00%
1065
BAMONORTHERN LTS FD TR IV
13,152$00.00%
1066
HDVISHARES TR
1,890$00.00%
1067
PDDPDD HOLDINGS INC
5,245$00.00%
1068
FSLRFIRST SOLAR INC
1,273$00.00%
1069
DHID R HORTON INC
6,803$00.00%
1070
BLVVANGUARD BD INDEX FDS
8,542$00.00%
1071
GGRPGLIMPSE GROUP INC
45,743$00.00%
1072
MIGAMICROSTRATEGY INC
463$00.00%
1073
EWBCEAST WEST BANCORP INC
3,381$00.00%
1074
PTENPATTERSON-UTI ENERGY INC
16,473$00.00%
1075
PERIPERION NETWORK LTD
13,936$00.00%
1076
WALDWALDENCAST PLC
14,932$00.00%
1077
NWGNATWEST GROUP PLC
18,412$00.00%
1078
ADMARCHER DANIELS MIDLAND CO
7,243$00.00%
1079
UBSUBS GROUP AG
10,527$00.00%
1080
SCYXSCYNEXIS INC
20,000$00.00%
1081
WCCWESCO INTL INC
1,975$00.00%
1082
PRVAPRIVIA HEALTH GROUP INC
13,161$00.00%
1083
CECELANESE CORP DEL
2,864$00.00%
1084
VENVENTAS INC
5,436$00.00%
1085
RITMRITHM CAPITAL CORP
12,658$00.00%
1086
XLFISELECT SECTOR SPDR TR
5,778$00.00%
1087
SNNSMITH & NEPHEW PLC
16,848$00.00%
1088
TIGOMILLICOM INTL CELLULAR S A
17,468$00.00%
1089
IGFISHARES TR
20,615$00.00%
1090
WWJDNORTHERN LTS FD TR IV
11,505$00.00%
1091
MRNAMODERNA INC
4,838$00.00%
1092
FDGAMERICAN CENTY ETF TR
4,836$00.00%
1093
APY1EURCHAMPIONX CORPORATION
6,396$00.00%
1094
EP3ORASURE TECHNOLOGIES INC
15,444$00.00%
1095
NTESNETEASE INC
4,331$00.00%
1096
AG8AGILENT TECHNOLOGIES INC
6,055$00.00%
1097
SANBANCO SANTANDER S.A.
30,127$00.00%
1098
PULSPGIM ETF TR
4,289$00.00%
1099
EENI S P A
17,209$00.00%
1100
CMUMFS HIGH YIELD MUN TR
13,379$00.00%
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