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
201
SAPSAP SE
21,988$4K0.00%
202
INTCINTEL CORP
130,486$4K0.00%
203
VEUVANGUARD INTL EQUITY INDEX F
80,892$4K0.00%
204
ETNEATON CORP PLC
13,032$4K0.00%
205
GEGE AEROSPACE
30,942$4K0.00%
206
MBBISHARES TR
46,855$4K0.00%
207
JEPIJ P MORGAN EXCHANGE TRADED F
79,241$4K0.00%
208
XLKSELECT SECTOR SPDR TR
20,345$4K0.00%
209
ADIANALOG DEVICES INC
19,384$4K0.00%
210
VDEVANGUARD WORLD FD
34,850$4K0.00%
211
IBITISHARES BITCOIN TR
121,316$4K0.00%
212
RTXRTX CORPORATION
48,110$4K0.00%
213
DFUVDIMENSIONAL ETF TRUST
108,812$4K0.00%
214
TRPTC ENERGY CORP
126,501$4K0.00%
215
GTOPOWERSHARES ACTIVELY MANAGED
86,668$4K0.00%
216
VSSVANGUARD INTL EQUITY INDEX F
37,758$4K0.00%
217
WMWASTE MGMT INC DEL
20,107$4K0.00%
218
CHDCHURCH & DWIGHT CO INC
38,707$4K0.00%
219
URNMSPROTT FDS TR
86,740$4K0.00%
220
ABMABM INDS INC
79,164$4K0.00%
221
IFFINTERNATIONAL FLAVORS&FRAGRA
52,473$4K0.00%
222
PYLDPIMCO ETF TR
159,979$4K0.00%
223
MDUMDU RES GROUP INC
168,395$4K0.00%
224
SPTMSPDR SER TR
46,567$3K0.00%
225
NTRNUTRIEN LTD
70,124$3K0.00%
226
DEODIAGEO PLC
26,920$3K0.00%
227
NOWSERVICENOW INC
4,516$3K0.00%
228
XCEMCOLUMBIA ETF TR II
118,786$3K0.00%
229
GOVIINVESCO EXCH TRADED FD TR II
131,339$3K0.00%
230
CGGRCAPITAL GROUP GROWTH ETF
104,962$3K0.00%
231
PFEPFIZER INC
137,773$3K0.00%
232
GBTCGRAYSCALE BITCOIN TR BTC
59,040$3K0.00%
233
HLTHILTON WORLDWIDE HLDGS INC
17,440$3K0.00%
234
AEMAGNICO EAGLE MINES LTD
46,328$3K0.00%
235
NEENEXTERA ENERGY INC
43,670$3K0.00%
236
IXUSISHARES TR
53,581$3K0.00%
237
TTENTOTALENERGIES SE
54,747$3K0.00%
238
APLSAPELLIS PHARMACEUTICALS INC
78,746$3K0.00%
239
VPLVANGUARD INTL EQUITY INDEX F
48,725$3K0.00%
240
EMREMERSON ELEC CO
33,617$3K0.00%
241
SCHDSCHWAB STRATEGIC TR
42,151$3K0.00%
242
ORANYORANGE
310,388$3K0.00%
243
SBUXSTARBUCKS CORP
38,828$3K0.00%
244
NFGNATIONAL FUEL GAS CO
61,558$3K0.00%
245
CMICUMMINS INC
11,432$3K0.00%
246
TAKTAKEDA PHARMACEUTICAL CO LTD
299,984$3K0.00%
247
NCNONCINO INC
112,234$3K0.00%
248
BKNGBOOKING HOLDINGS INC
937$3K0.00%
249
RCLROYAL CARIBBEAN GROUP
21,547$3K0.00%
250
LAMRLAMAR ADVERTISING CO NEW
27,614$3K0.00%
251
VIGVANGUARD SPECIALIZED FUNDS
16,461$3K0.00%
252
TLTISHARES TR
32,742$3K0.00%
253
BABOEING CO
21,691$3K0.00%
254
CDNSCADENCE DESIGN SYSTEM INC
12,893$3K0.00%
255
CGDGCAPITAL GROUP DIVIDEND VALUE
114,862$3K0.00%
256
AXPAMERICAN EXPRESS CO
13,509$3K0.00%
257
CGWINVESCO EXCH TRADED FD TR II
67,348$3K0.00%
258
ELLAUDER ESTEE COS INC
34,518$3K0.00%
259
VYMVANGUARD WHITEHALL FDS
26,180$3K0.00%
260
AVIGAMERICAN CENTY ETF TR
86,039$3K0.00%
261
INTUINTUIT
5,059$3K0.00%
262
IJJISHARES TR
34,359$3K0.00%
263
CCOCAMECO CORP
62,171$3K0.00%
264
SHWSHERWIN WILLIAMS CO
11,115$3K0.00%
265
LVSLAS VEGAS SANDS CORP
81,843$3K0.00%
266
CRWDCROWDSTRIKE HLDGS INC
7,918$3K0.00%
267
LRCXEURLAM RESEARCH CORP
2,958$3K0.00%
268
CLCOLGATE PALMOLIVE CO
39,095$3K0.00%
269
BRBROADRIDGE FINL SOLUTIONS IN
15,995$3K0.00%
270
NOCNORTHROP GRUMMAN CORP
7,562$3K0.00%
271
MANUMANCHESTER UTD PLC NEW
232,370$3K0.00%
272
FVDFIRST TR VALUE LINE DIVID IN
92,220$3K0.00%
273
CSXCSX CORP
89,916$3K0.00%
274
APHAMPHENOL CORP NEW
46,123$3K0.00%
275
AESAES CORP
225,000$3K0.00%
276
BLKCHFBLACKROCK INC
3,627$2K0.00%
277
IOOISHARES TR
25,731$2K0.00%
278
VEAVANGUARD TAX-MANAGED FDS
59,910$2K0.00%
279
PANWPALO ALTO NETWORKS INC
6,131$2K0.00%
280
ULUNILEVER PLC
51,632$2K0.00%
281
DWDMORGAN STANLEY
24,414$2K0.00%
282
MSGEMADISON SQUARE GARDEN ENTMT
75,696$2K0.00%
283
KKRKKR & CO INC
27,807$2K0.00%
284
CBCHUBB LIMITED
8,390$2K0.00%
285
METMETLIFE INC
30,090$2K0.00%
286
AONAON PLC
10,133$2K0.00%
287
TTDTHE TRADE DESK INC
29,418$2K0.00%
288
CMECME GROUP INC
15,099$2K0.00%
289
CITCINTAS CORP
3,318$2K0.00%
290
SEASEABRIDGE GOLD INC
164,086$2K0.00%
291
SPYGSPDR SER TR
35,460$2K0.00%
292
GISGENERAL MLS INC
35,306$2K0.00%
293
UDRUDR INC
51,895$2K0.00%
294
SPTSSPDR SER TR
92,461$2K0.00%
295
STWDSTARWOOD PPTY TR INC
143,729$2K0.00%
296
XLFSELECT SECTOR SPDR TR
52,699$2K0.00%
297
UAAUNDER ARMOUR INC
361,278$2K0.00%
298
GDXJVANECK ETF TRUST
58,873$2K0.00%
299
PGRPROGRESSIVE CORP
13,699$2K0.00%
300
AMEAMETEK INC
13,186$2K0.00%
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