Simplicity Wealth,Llc Incresed Positions in Q4 2024

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.74K
+ 314.42%
$25.93 - $105.3 $175K - $710K
8.88K $247K
BCS
Barclays PLC

Financial Services
34
+ 0.27%
$11.65 - $13.67 $396 - $465
12.7K $168K
ADSK
Autodesk, Inc.

Technology
30
+ 2.88%
N/A
1.07K $263K
IWR
Ishares Russell Mid Cap ETF

ETFs
5
+ 0.04%
$87.25 - $95.52 $436 - $478
12.2K $1.08M
BNDX
Vanguard Total International B

ETFs
170
+ 3.87%
$48.91 - $50.61 $8.31K - $8.6K
4.56K $223K
AIG
American International Group, Inc.

Financial Services
39
+ 0.96%
$70.0 - $79.22 $2.73K - $3.09K
4.09K $297K
ETF Opportunities Trust
27.2K
+ 19.18%
N/A
169K $0
Linde PLC
1
+ 0.09%
N/A
1.16K $0
REET
Ishares Global Reit ETF

ETFs
1.83K
+ 11.42%
$23.43 - $26.54 $42.8K - $48.4K
17.8K $426K
SBUX
Starbucks Corp

Consumer Cyclical
141
+ 6.31%
$87.44 - $102.5 $12.3K - $14.5K
2.38K $216K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
79
+ 12.36%
$396.64 - $516.74 $31.3K - $40.8K
718 $289K
LPX
Louisiana Pacific Corp

Industrials
18
+ 0.61%
$98.02 - $120.27 $1.76K - $2.16K
2.95K $305K
GGG
Graco Inc

Industrials
258
+ 2.64%
$81.45 - $92.29 $21K - $23.8K
10K $843K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.3K
+ 89.65%
$25.33 - $51.16 $109K - $220K
9.11K $235K
PLD
Prologis, Inc.

Real Estate
131
+ 7.03%
$101.4 - $126.96 $13.3K - $16.6K
2K $210K
BERY
Berry Global Group, Inc.

Consumer Cyclical
3
+ 0.03%
$64.2 - $72.31 $193 - $217
8.65K $559K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.17K
+ 154.94%
$22.01 - $66.82 $158K - $479K
11.8K $267K
MTD
Mettler Toledo International Inc

Healthcare
2
+ 1.22%
$1160.67 - $1498.12 $2.32K - $3K
166 $203K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.64K
+ 3.11%
$42.84 - $45.38 $70.4K - $74.6K
54.6K $2.35M
NVO
Novo Nordisk A S

Healthcare
1.11K
+ 25.35%
$85.0 - $120.04 $94.7K - $134K
5.51K $473K
MPC
Marathon Petroleum Corp

Energy
18
+ 0.65%
$131.65 - $174.84 $2.37K - $3.15K
2.77K $386K
USRT
Ishares Core U.S. Reit ETF

ETFs
104
+ 0.54%
$55.97 - $62.75 $5.82K - $6.53K
19.3K $1.11M
ED
Consolidated Edison Inc

Utilities
66
+ 1.09%
$88.87 - $107.38 $5.87K - $7.09K
6.15K $548K
KEX
Kirby Corp

Industrials
37
+ 0.61%
$104.14 - $130.55 $3.85K - $4.83K
6.15K $650K
FYT
First Trust Small Cap

ETFs
634
+ 0.22%
$53.73 - $60.73 $34.1K - $38.5K
290K $16M
IEFA
Ishares Tr

ETFs
1.02K
+ 3.69%
$70.06 - $77.43 $71.4K - $78.9K
28.6K $2.01M
UBER
Uber Technologies, Inc

Technology
409
+ 1.42%
$59.93 - $86.34 $24.5K - $35.3K
29.2K $1.76M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.12K
+ 6.78%
$26.93 - $84.95 $57K - $180K
33.4K $911K
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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