SIMS INVESTMENT MANAGEMENT, LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$248.7B
Holdings
43
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHXSCHWAB US LARGE CAP ETF | 3,279,481 | $80.2B | 32.23% | |
| 2 | SCHASCHWAB US SMALL CAP ETF | 1,838,196 | $46.5B | 18.70% | |
| 3 | QYLDGLOBAL X NASDAQ 100 | 1,028,998 | $17.2B | 6.92% | |
| 4 | SCHDSCHWAB US DIVIDEND | 625,972 | $16.6B | 6.67% | |
| 5 | XYLDGLOBAL X S&P 500 COVERED | 361,559 | $14.1B | 5.66% | |
| 6 | JHSCJOHN HNCCK MLTFCTR SML | 288,067 | $11.2B | 4.52% | |
| 7 | QQQMINVESCO NASDAQ 100 ETF | 44,352 | $10.1B | 4.05% | |
| 8 | SCHOSCHWAB SHORT TERM US | 363,671 | $8.9B | 3.57% | |
| 9 | NDQINVESCO QQQ TRUST | 12,692 | $7.0B | 2.82% | |
| 10 | ETVEATON VANCE TAX MANAGED | 392,741 | $5.4B | 2.19% | |
| 11 | UBERUBER TECHNOLOGIES INC | 44,663 | $4.2B | 1.68% | |
| 12 | SMHVANECK SEMICONDUCTOR | 12,069 | $3.4B | 1.35% | |
| 13 | VCSHVANGUARD SHORT TERM COR | 27,486 | $2.2B | 0.88% | |
| 14 | VOOVANGUARD S&P 500 ETF | 3,709 | $2.1B | 0.85% | |
| 15 | METAMETA PLATFORMS INC | 2,736 | $2.0B | 0.81% | |
| 16 | TSLATESLA INC | 6,048 | $1.9B | 0.77% | |
| 17 | CCLCARNIVAL CORP F | 59,026 | $1.7B | 0.67% | |
| 18 | ETBEATON VANCE TAX MGD BUY | 100,600 | $1.5B | 0.58% | |
| 19 | PRSUPURSUIT ATTRACTIONS & HO | 38,974 | $1.1B | 0.45% | |
| 20 | BNDVANGUARD TOTAL BOND | 13,573 | $999.4M | 0.40% | |
| 21 | NVDANVIDIA CORP | 5,995 | $947.1M | 0.38% | |
| 22 | XBXMXNUVEEN S&P500 BUY-WRITE | 60,100 | $834.2M | 0.34% | |
| 23 | MSFTMICROSOFT CORP | 1,484 | $738.2M | 0.30% | |
| 24 | SCHMCHARLES SCHWAB US MC | 24,525 | $687.9M | 0.28% | |
| 25 | AAPLAPPLE INC | 3,297 | $676.5M | 0.27% | |
| 26 | BRK/BBERKSHIRE HATHAWAY | 1,294 | $628.6M | 0.25% | |
| 27 | BSTTBLACKSTONE REAL ESTATE | 45,526 | $628.1M | 0.25% | |
| 28 | AFGAMERICAN FINL GROUP INC | 4,311 | $544.1M | 0.22% | |
| 29 | VGTVANGUARD INFORMATION | 745 | $494.2M | 0.20% | |
| 30 | RCLROYAL CARIBBEAN GROU F | 1,566 | $490.4M | 0.20% | |
| 31 | AMZNAMAZON.COM INC | 1,962 | $430.5M | 0.17% | |
| 32 | DISDISNEY WALT CO | 3,092 | $383.4M | 0.15% | |
| 33 | VBVANGUARD SMALL CAP ETF | 1,597 | $378.4M | 0.15% | |
| 34 | GOOGLALPHABET INC | 1,960 | $345.4M | 0.14% | |
| 35 | UNHUNITEDHEALTH GROUP INC | 1,087 | $339.0M | 0.14% | |
| 36 | AWNADVANCE AUTO PTS INC | 6,939 | $322.6M | 0.13% | |
| 37 | IJSISHARES S&P SMALL CAP | 2,881 | $286.6M | 0.12% | |
| 38 | VTIVANGUARD TOTAL STOCK | 936 | $284.5M | 0.11% | |
| 39 | JPMJPMORGAN CHASE & CO | 975 | $282.7M | 0.11% | |
| 40 | XOMEXXON MOBIL CORP | 2,559 | $275.9M | 0.11% | |
| 41 | AVGOBROADCOM INC | 929 | $256.1M | 0.10% | |
| 42 | PGPROCTER & GAMBLE CO | 1,554 | $247.5M | 0.10% | |
| 43 | HOFVHALL OF FAME RESORT & EN | 11,200 | $8.0M | 0.00% |