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
601
DSIISHARES TR
2,120$00.00%
602
GBDCGOLUB CAP BDC INC
12,216$00.00%
603
BOHBANK HAWAII CORP
9,083$00.00%
604
NUENUCOR CORP
4,834$00.00%
605
EPDENTERPRISE PRODS PARTNERS L
21,009$00.00%
606
AGGISHARES TR
8,611$00.00%
607
BIDUNBAIDU INC
2,669$00.00%
608
KTKT CORP
26,667$00.00%
609
ELMEELME COMMUNITIES
32,029$00.00%
610
AGGYWISDOMTREE TR
5,280$00.00%
611
ICLNISHARES TR
11,216$00.00%
612
VCITVANGUARD SCOTTSDALE FDS
3,544$00.00%
613
NEMNEWMONT CORP
17,460$00.00%
614
KMIKINDER MORGAN INC DEL
27,478$00.00%
615
LMBSFIRST TR EXCHANGE-TRADED FD
9,156$00.00%
616
OKEONEOK INC NEW
11,823$00.00%
617
KDKYNDRYL HLDGS INC
15,745$00.00%
618
CCLCARNIVAL CORP
13,181$00.00%
619
TLRYEURTILRAY BRANDS INC
11,348$00.00%
620
AMXAMERICA MOVIL SAB DE CV
54,670$00.00%
621
PINSPINTEREST INC
10,932$00.00%
622
BAHBOOZ ALLEN HAMILTON HLDG COR
1,717$00.00%
623
DC4DEXCOM INC
7,193$00.00%
624
IHDGWISDOMTREE TR
17,127$00.00%
625
WTWWILLIS TOWERS WATSON PLC LTD
2,428$00.00%
626
GPKGRAPHIC PACKAGING HLDG CO
22,312$00.00%
627
SKMSK TELECOM LTD
22,643$00.00%
628
AMRALPHA METALLURGICAL RESOUR I
1,142$00.00%
629
SHCSOTERA HEALTH CO
10,745$00.00%
630
DRIDARDEN RESTAURANTS INC
3,775$00.00%
631
WABWABTEC
3,330$00.00%
632
JHXJAMES HARDIE INDS PLC
10,692$00.00%
633
PCFHIGH INCOME SECS FD
51,721$00.00%
634
FASTFASTENAL CO
8,006$00.00%
635
WF2WINTRUST FINL CORP
5,000$00.00%
636
KDPKEURIG DR PEPPER INC
8,972$00.00%
637
EFXEQUIFAX INC
2,536$00.00%
638
PCGPG&E CORP
40,520$00.00%
639
KEXKIRBY CORP
6,086$00.00%
640
LHLABCORP HOLDINGS INC
1,671$00.00%
641
PEOEXELON CORP
10,266$00.00%
642
RYAMRAYONIER ADVANCED MATLS INC
10,547$00.00%
643
LELANDS END INC NEW
27,459$00.00%
644
BAPCREDICORP LTD
2,842$00.00%
645
IEXIDEX CORP
1,235$00.00%
646
IDIINTERDIGITAL INC
4,627$00.00%
647
ICVTISHARES TR
7,621$00.00%
648
TELTE CONNECTIVITY LTD
2,509$00.00%
649
FTNTFORTINET INC
8,260$00.00%
650
IPACISHARES TR
6,110$00.00%
651
TMTOYOTA MOTOR CORP
2,096$00.00%
652
POWWAMMO INC
25,670$00.00%
653
QQQMINVESCO EXCH TRADED FD TR II
4,125$00.00%
654
FEFIRSTENERGY CORP
9,573$00.00%
655
VTRSVIATRIS INC
13,798$00.00%
656
AWIARMSTRONG WORLD INDS INC NEW
5,397$00.00%
657
SOUNSOUNDHOUND AI INC
11,990$00.00%
658
CXMSPRINKLR INC
15,432$00.00%
659
BIZDVANECK ETF TRUST
20,224$00.00%
660
CMSCMS ENERGY CORP
9,471$00.00%
661
SPHSUBURBAN PROPANE PARTNERS L
22,027$00.00%
662
WTRGESSENTIAL UTILS INC
10,461$00.00%
663
SNASNAP ON INC
806$00.00%
664
WFC 7.5 PERP LWELLS FARGO CO NEW
200$00.00%
665
IAIISHARES TR
2,520$00.00%
666
MOHMOLINA HEALTHCARE INC
705$00.00%
667
COINCOINBASE GLOBAL INC
3,752$00.00%
668
HTZHERTZ GLOBAL HLDGS INC
10,222$00.00%
669
RYROYAL BK CDA
5,986$00.00%
670
PSTGPURE STORAGE INC
5,058$00.00%
671
PPTAPERPETUA RESOURCES CORP
10,000$00.00%
672
XEJACCURAY INC
19,833$00.00%
673
MONDQMONDEE HOLDINGS INC
42,587$00.00%
674
VMCVULCAN MATLS CO
1,617$00.00%
675
SPYXSPDR SER TR
5,983$00.00%
676
WYWEYERHAEUSER CO MTN BE
10,216$00.00%
677
POOLPOOL CORP
782$00.00%
678
SNEXSTONEX GROUP INC
6,390$00.00%
679
UALUNITED AIRLS HLDGS INC
6,598$00.00%
680
PSEC 6.375 03/01/25PROSPECT CAP CORP
100,000$00.00%
681
SPSMSPDR SER TR
5,147$00.00%
682
MDBMONGODB INC
849$00.00%
683
TEAMATLASSIAN CORPORATION
2,410$00.00%
684
KOSKOSMOS ENERGY LTD
15,952$00.00%
685
SCHZSCHWAB STRATEGIC TR
9,112$00.00%
686
WBSWEBSTER FINL CORP
5,619$00.00%
687
OIIOCEANEERING INTL INC
12,124$00.00%
688
JKHYHENRY JACK & ASSOC INC
5,602$00.00%
689
TDYTELEDYNE TECHNOLOGIES INC
655$00.00%
690
FBTCFIDELITY WISE ORIGIN BITCOIN
3,853$00.00%
691
HEMIHARTFORD FDS EXCHANGE TRADED
11,771$00.00%
692
MNSTMONSTER BEVERAGE CORP NEW
14,579$00.00%
693
MPWRMONOLITHIC PWR SYS INC
1,128$00.00%
694
ARANTERO RESOURCES CORP
7,877$00.00%
695
NGGNATIONAL GRID PLC
9,931$00.00%
696
LQDALIQUIDIA CORPORATION
30,766$00.00%
697
DTMDT MIDSTREAM INC
3,308$00.00%
698
AXONAXON ENTERPRISE INC
1,397$00.00%
699
BETRBETTER HOME & FINANCE HOLDIN
261,932$00.00%
700
IYEISHARES TR
7,225$00.00%
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