Simplicity Wealth,Llc Purchases in Q4 2024

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WLTG
ETF Opportunities Tr Wealthtru

ETFs
137K
New
$28.78 - $30.92 $3.95M - $4.25M
137K $4.01M
UWM
Proshares Ultra Russell 2000

ETFs
90.6K
New
$41.07 - $50.82 $3.72M - $4.6M
90.6K $3.79M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
79.6K
New
$35.45 - $40.33 $2.82M - $3.21M
79.6K $2.85M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
47.7K
New
$23.63 - $26.47 $1.13M - $1.26M
47.7K $1.13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
25.3K
+ 317.65%
$44.04 - $49.49 $1.12M - $1.25M
33.3K $1.47M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
21K
New
$49.79 - $51.14 $1.05M - $1.07M
21K $1.05M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.35K
+ 110.84%
$100.16 - $100.7 $937K - $942K
17.8K $1.78M
MPLX
Mplx LP

Energy
5.16K
+ 3.28%
$43.77 - $51.66 $226K - $267K
163K $7.79M
OPER
ETF Ser Solutions Clearshares

ETFs
7.54K
New
$100.03 - $100.53 $754K - $758K
7.54K $754K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.77K
New
$81.68 - $82.93 $716K - $727K
8.77K $718K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.9K
+ 109.75%
$61.68 - $67.87 $672K - $740K
20.8K $1.3M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
29.9K
New
$22.04 - $23.08 $660K - $691K
29.9K $670K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
28.2K
New
$21.02 - $21.57 $593K - $608K
28.2K $595K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
7.91K
New
$60.17 - $75.64 $476K - $599K
7.91K $562K
COIN
Coinbase Global, Inc.

Technology
2.14K
New
$163.17 - $343.62 $349K - $734K
2.14K $530K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.1K
+ 48.81%
$51.54 - $52.55 $519K - $529K
30.7K $1.59M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
22.6K
New
$21.66 - $22.69 $490K - $514K
22.6K $493K
SDS
Proshares Tr Ultrashort S&P 50

ETFs
25.5K
+ 231.82%
$18.65 - $21.2 $476K - $541K
36.5K $717K
CMPO
Compo Secure, Inc.

Industrials
30.2K
New
$13.6 - $16.55 $410K - $499K
30.2K $462K
DBA
Invesco Db Agriculture Fund

ETFs
16.5K
New
$24.81 - $27.83 $409K - $459K
16.5K $438K
VO
Vanguard Mid Cap ETF

ETFs
1.63K
+ 25.89%
$261.5 - $284.63 $427K - $464K
7.93K $2.09M
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.88K
+ 27.77%
$92.95 - $129.87 $175K - $245K
8.67K $991K
PULS
Pgim ETF Tr

ETFs
6.45K
+ 149.52%
$49.51 - $49.79 $319K - $321K
10.8K $533K
IGV
Ishares Expanded Tech Software

ETFs
3.17K
New
$87.5 - $110.17 $277K - $349K
3.17K $317K
NTRS
Northern Trust Corp

Financial Services
3.08K
New
$88.4 - $111.16 $272K - $342K
3.08K $315K
VB
Vanguard Small Cap ETF

ETFs
1.27K
+ 138.37%
$233.76 - $261.58 $298K - $333K
2.19K $526K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
3.88K
+ 3.38%
$66.67 - $74.08 $259K - $288K
119K $8.07M
URI
United Rentals, Inc.

Industrials
417
New
$704.44 - $880.32 $294K - $367K
417 $293K
FBK
Fb Financial Corp

Financial Services
4.91K
+ 59.43%
$44.94 - $57.73 $221K - $284K
13.2K $678K
FIS
Fidelity National Information Services, Inc.

Technology
3.43K
New
$80.14 - $90.95 $275K - $312K
3.43K $277K
MET
Metlife Inc

Financial Services
3.37K
+ 121.78%
$78.15 - $88.25 $263K - $297K
6.13K $501K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.21K
+ 95.74%
$172.07 - $207.36 $209K - $252K
2.48K $490K
EEM
Ishares Msci Emerging Markets

ETFs
8.72K
+ 36.73%
$41.82 - $47.36 $365K - $413K
32.5K $1.36M
SYF
Synchrony Financial

Financial Services
2.01K
+ 22.73%
$49.01 - $68.55 $98.5K - $138K
10.8K $704K
SHOP
Shopify Inc.

Technology
582
+ 7.6%
$78.14 - $119.49 $45.5K - $69.5K
8.24K $876K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.16K
New
$27.54 - $83.04 $252K - $760K
9.16K $253K
CBRE
Cbre Group, Inc.

Real Estate
1.89K
New
$119.22 - $140.71 $226K - $266K
1.89K $248K
ASML
Asml Holding Nv

Technology
353
New
$658.43 - $872.27 $232K - $308K
353 $244K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.31K
New
$146.47 - $191.01 $192K - $250K
1.31K $244K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.38K
New
$99.0 - $99.5 $235K - $236K
2.38K $235K
PAYC
Paycom Software, Inc.

Technology
1.14K
New
$159.94 - $240.25 $183K - $274K
1.14K $234K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
998
New
$173.13 - $258.09 $173K - $258K
998 $230K
HCA
Hca Healthcare, Inc.

Healthcare
762
New
$297.52 - $415.61 $227K - $317K
762 $228K
QABA
First Trust Nasdaq Aba Communi

ETFs
4.06K
New
$50.85 - $62.94 $206K - $255K
4.06K $225K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
2.46K
New
$90.74 - $103.94 $223K - $256K
2.46K $224K
DFAE
Dimensional ETF Tr

ETFs
8.8K
New
$25.36 - $28.15 $223K - $248K
8.8K $223K
HPE
Hewlett Packard Enterprise CO

Technology
10.5K
New
$19.31 - $23.95 $202K - $251K
10.5K $223K
TJX
Tjx Companies Inc

Consumer Cyclical
1.84K
New
$112.15 - $127.2 $206K - $234K
1.84K $222K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.96K
New
$44.33 - $49.55 $220K - $246K
4.96K $222K
Activity Summary
Buys All Purchases 121 New Holdings 42 Increased Positions 79 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email