Sims Investment Management, LLC New Holdings in Q4 2024

Sims Investment Management, LLC

  • $177 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.16M
New
$22.4 - $68.28 $48.5M - $148M
2.16M $50.2B
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.41M
New
$25.33 - $51.16 $35.8M - $72.3M
1.41M $36.6B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
755K
New
$17.93 - $18.8 $13.5M - $14.2M
755K $13.8B
XYLD
Global X Fds S&P 500 Covered C

ETFs
273K
New
$40.86 - $43.42 $11.1M - $11.8M
273K $11.4B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
397K
New
$26.93 - $84.95 $10.7M - $33.7M
397K $10.8B
SCHO
Schwab Short Term Us Treasury

ETFs
353K
New
$24.06 - $48.88 $8.49M - $17.2M
353K $8.49B
IJS
Ishares S&P Smallcap 600 Value

ETFs
57K
New
$104.59 - $118.05 $5.96M - $6.73M
57K $6.19B
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
393K
New
$13.61 - $14.58 $5.35M - $5.73M
393K $5.66B
QQQ
Invesco Qqq Trust, Series 1

ETFs
10.4K
New
$481.22 - $538.17 $5.01M - $5.6M
10.4K $5.32B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
21K
New
$198.04 - $221.51 $4.16M - $4.66M
21K $4.42B
TSLA
Tesla, Inc.

Consumer Cyclical
5.63K
New
$213.65 - $479.86 $1.2M - $2.7M
5.63K $2.27B
UBER
Uber Technologies, Inc

Technology
36.5K
New
$59.93 - $86.34 $2.18M - $3.15M
36.5K $2.2B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
7.62K
New
$238.25 - $261.28 $1.82M - $1.99M
7.62K $1.85B
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
100K
New
$14.26 - $15.2 $1.43M - $1.53M
100K $1.51B
VVI
Viad Corp

Industrials
33.9K
New
$35.01 - $45.51 $1.19M - $1.54M
33.9K $1.44B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
17.7K
New
$77.86 - $79.27 $1.38M - $1.41M
17.7K $1.38B
CCL
Carnival Corp

Consumer Cyclical
53.5K
New
$17.34 - $26.8 $928K - $1.43M
53.5K $1.33B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.41K
New
$521.84 - $558.82 $1.26M - $1.35M
2.41K $1.3B
TNA
Direxion Daily Small Cap Bull

ETFs
30K
New
$41.4 - $56.28 $1.24M - $1.69M
30K $1.26B
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
60K
New
$13.54 - $14.25 $812K - $855K
60K $839M
AFG
American Financial Group Inc

Financial Services
5.81K
New
$126.81 - $149.08 $737K - $866K
5.81K $796M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.79K
New
$417.69 - $450.94 $746K - $805K
1.79K $760M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.27K
New
$442.29 - $483.08 $563K - $615K
1.27K $577M
UNH
Unitedhealth Group Inc

Healthcare
1.03K
New
$485.52 - $625.25 $501K - $645K
1.03K $522M
VGT
Vanguard Information Technolog

ETFs
704
New
$571.78 - $647.97 $403K - $456K
704 $438M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.42K
New
$71.75 - $75.11 $389K - $407K
5.42K $390M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.5K
New
$173.13 - $258.09 $260K - $387K
1.5K $346M
DIS
Walt Disney CO

Communication Services
2.81K
New
$92.39 - $117.6 $260K - $331K
2.81K $313M
AAP
Advance Auto Parts Inc

Consumer Cyclical
6.54K
New
$35.69 - $47.44 $233K - $310K
6.54K $309M
AAPL
Apple Inc.

Technology
1.16K
New
$221.69 - $259.02 $256K - $299K
1.16K $289M
VB
Vanguard Small Cap ETF

ETFs
1.14K
New
$233.76 - $261.58 $265K - $297K
1.14K $273M
T
At&T Inc.

Communication Services
6.5K
New
$21.22 - $23.88 $138K - $155K
6.5K $148M
GM
General Motors CO

Consumer Cyclical
2.5K
New
$44.82 - $60.2 $112K - $151K
2.5K $133M
EXPI
Exp World Holdings, Inc.

Real Estate
10.5K
New
$11.51 - $14.77 $121K - $156K
10.5K $121M
PG
Procter & Gamble CO

Consumer Defensive
667
New
$161.05 - $179.7 $107K - $120K
667 $112M
JETS
ETF Ser Solutions U S Global J

ETFs
1.93K
New
$20.04 - $25.93 $38.6K - $49.9K
1.93K $48.8M
Activity Summary
Buys All Purchases 37 New Holdings 37 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sims Investment Management, LLC Portfolio

Follow Sims Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sims Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sims Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email