Simplicity Wealth,LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$479.6B
Holdings
323
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (323 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | AFLAFLAC INC | 2,077 | $214.8M | 0.04% | |
| 302 | XLFSELECT SECTOR SPDR TR | 4,425 | $213.9M | 0.04% | |
| 303 | PLDPROLOGIS INC. | 1,995 | $210.9M | 0.04% | |
| 304 | MMM3M CO | 1,614 | $208.4M | 0.04% | |
| 305 | CITHE CIGNA GROUP | 754 | $208.2M | 0.04% | |
| 306 | ICEINTERCONTINENTAL EXCHANGE IN | 1,391 | $207.3M | 0.04% | |
| 307 | VOEVANGUARD INDEX FDS | 1,281 | $207.2M | 0.04% | |
| 308 | GMGENERAL MTRS CO | 3,881 | $206.7M | 0.04% | |
| 309 | KLMNINVESCO EXCH TRADED FD TR II | 2,170 | $206.2M | 0.04% | |
| 310 | MNSTMONSTER BEVERAGE CORP NEW | 3,911 | $205.6M | 0.04% | |
| 311 | QEFASPDR INDEX SHS FDS | 2,808 | $203.6M | 0.04% | |
| 312 | MTDMETTLER TOLEDO INTERNATIONAL | 166 | $203.1M | 0.04% | |
| 313 | LEMBISHARES INC | 5,550 | $200.3M | 0.04% | |
| 314 | FFORD MTR CO | 19,213 | $190.2M | 0.04% | |
| 315 | BCSBARCLAYS PLC | 12,672 | $168.4M | 0.04% | |
| 316 | AYS1SANDSTORM GOLD LTD | 30,000 | $167.4M | 0.03% | |
| 317 | HLNHALEON PLC | 14,347 | $136.9M | 0.03% | |
| 318 | YLCOUSDGLOBAL X FDS | 12,188 | $105.8M | 0.02% | |
| 319 | BBVABANCO BILBAO VIZCAYA ARGENTA | 10,703 | $104.0M | 0.02% | |
| 320 | AMCRAMCOR PLC | 10,424 | $98.1M | 0.02% | |
| 321 | TNGXTANGO THERAPEUTICS INC | 26,961 | $83.3M | 0.02% | |
| 322 | NATNORDIC AMERICAN TANKERS LIMI | 25,000 | $62.5M | 0.01% | |
| 323 | ANIXANIXA BIOSCIENCES INC | 13,969 | $32.4M | 0.01% |
PreviousPage 4 of 4