Simplicity Wealth,Llc Incresed Positions in Q4 2024

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
25.3K
+ 317.65%
$44.04 - $49.49 $1.12M - $1.25M
33.3K $1.47M
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
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.9K
+ 109.75%
$61.68 - $67.87 $672K - $740K
20.8K $1.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.1K
+ 48.81%
$51.54 - $52.55 $519K - $529K
30.7K $1.59M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
25.5K
+ 231.82%
$18.65 - $21.2 $476K - $541K
36.5K $717K
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
VB
Vanguard Small Cap ETF

ETFs
1.27K
+ 138.37%
$233.76 - $261.58 $298K - $333K
2.19K $526K
FBK
Fb Financial Corp

Financial Services
4.91K
+ 59.43%
$44.94 - $57.73 $221K - $284K
13.2K $678K
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
BKNG
Booking Holdings Inc.

Consumer Cyclical
19
+ 11.88%
$4100.99 - $5300.34 $77.9K - $101K
179 $889K
HUBB
Hubbell Inc

Industrials
550
+ 14.29%
$418.89 - $472.12 $230K - $260K
4.4K $1.84M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.46K
+ 8.13%
$174.22 - $187.62 $255K - $274K
19.4K $3.4M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
3.39K
+ 46.34%
$47.65 - $48.6 $162K - $165K
10.7K $511K
GS
Goldman Sachs Group Inc

Financial Services
125
+ 12.51%
$486.1 - $608.57 $60.8K - $76.1K
1.12K $643K
AMP
Ameriprise Financial Inc

Financial Services
176
+ 20.07%
$473.15 - $574.01 $83.3K - $101K
1.05K $560K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.65K
+ 12.59%
$91.29 - $91.8 $150K - $151K
14.7K $1.34M
SCHW
Schwab Charles Corp

Financial Services
1.47K
+ 40.62%
$63.31 - $82.85 $92.7K - $121K
5.07K $375K
SNEX
Stone X Group Inc.

Financial Services
26
+ 0.35%
$80.62 - $104.76 $2.1K - $2.72K
7.54K $738K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
1.66K
+ 16.3%
$49.77 - $64.58 $82.4K - $107K
11.8K $646K
SHEL
Shell PLC

Energy
1.91K
+ 59.74%
$60.63 - $70.23 $116K - $134K
5.12K $320K
RJF
Raymond James Financial Inc

Financial Services
274
+ 14.6%
$123.0 - $170.1 $33.7K - $46.6K
2.15K $334K
IBM
International Business Machines Corp

Technology
507
+ 5.33%
$204.9 - $238.04 $104K - $121K
10K $2.2M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
3.34K
+ 26.08%
$34.01 - $41.29 $114K - $138K
16.2K $553K
RMD
Resmed Inc

Healthcare
461
+ 31.75%
$228.69 - $256.07 $105K - $118K
1.91K $437K
NVS
Novartis Ag

Healthcare
1.24K
+ 52.33%
$96.78 - $117.18 $120K - $146K
3.62K $352K
AXP
American Express CO

Financial Services
142
+ 10.14%
$267.35 - $305.57 $38K - $43.4K
1.54K $457K
D
Dominion Energy, Inc

Utilities
1.71K
+ 43.09%
$52.63 - $60.92 $90.1K - $104K
5.69K $306K
BK
Bank Of New York Mellon Corp

Financial Services
757
+ 21.51%
$70.82 - $81.87 $53.6K - $62K
4.28K $328K
PWR
Quanta Services, Inc.

Industrials
199
+ 28.07%
$296.05 - $346.6 $58.9K - $69K
908 $286K
SAP
Sap Se

Technology
97
+ 3.59%
$218.13 - $255.54 $21.2K - $24.8K
2.8K $689K
DUK
Duke Energy Corp

Utilities
740
+ 36.38%
$105.76 - $120.76 $78.3K - $89.4K
2.77K $298K
AKAM
Akamai Technologies Inc

Technology
646
+ 6.07%
N/A
11.3K $1.03M
FTCS
First Trust Capital Strength E

ETFs
861
+ 11.96%
$87.62 - $94.03 $75.4K - $81K
8.06K $708K
CME
Cme Group Inc.

Financial Services
141
+ 13.34%
$221.17 - $246.02 $31.2K - $34.7K
1.2K $278K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
239
+ 20.13%
$209.89 - $233.24 $50.2K - $55.7K
1.43K $302K
DVY
Ishares Tr

ETFs
450
+ 6.98%
$129.55 - $143.41 $58.3K - $64.5K
6.9K $905K
USFR
Wisdomtree Floating Rate Treas

ETFs
608
+ 10.12%
$50.23 - $50.46 $30.5K - $30.7K
6.62K $332K
MSCI
Msci Inc.

Financial Services
38
+ 7.97%
$569.09 - $635.99 $21.6K - $24.2K
515 $309K
FVD
First Tr Value Line Divid Inde

ETFs
3.87K
+ 5.17%
$43.4 - $46.7 $168K - $181K
78.8K $3.44M
PNC
Pnc Financial Services Group, Inc.

Financial Services
93
+ 7.14%
$178.39 - $215.0 $16.6K - $20K
1.4K $269K
WDAY
Workday, Inc.

Technology
37
+ 2.98%
$233.85 - $279.91 $8.65K - $10.4K
1.28K $329K
TDIV
First Trust Nasdaq Technology

ETFs
441
+ 9.25%
$78.03 - $82.13 $34.4K - $36.2K
5.21K $408K
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
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