Simplicity Wealth,Llc Sells in Q3 2025

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-4.47K
- 36.34%
$625.65 - $812.69 $2.79M - $3.63M
7.82K $5.97M
MBB
Ishares Tr

ETFs
-39K
- 47.3%
$92.46 - $95.73 $3.61M - $3.74M
43.5K $4.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.36K
- 42.08%
$546.99 - $602.2 $4.03M - $4.43M
10.1K $6.09M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-73.2K
- 57.99%
$48.5 - $50.19 $3.55M - $3.67M
53K $2.65M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-118K
- 60.59%
$30.76 - $33.01 $3.62M - $3.89M
76.6K $2.51M
JHML
John Hancock Multifactor Large

ETFs
-56.3K
- 30.83%
$73.53 - $78.37 $4.14M - $4.41M
126K $9.9M
ACN
Accenture PLC

Technology
-10.5K
- 60.11%
$232.56 - $304.78 $2.43M - $3.19M
6.95K $1.71M
AVES
American Centy ETF Tr Avantis

ETFs
-69.2K
- 50.26%
$53.51 - $57.96 $3.7M - $4.01M
68.5K $3.93M
KO
Coca Cola CO

Consumer Defensive
-44.2K
- 42.91%
$65.67 - $71.67 $2.91M - $3.17M
58.9K $3.9M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-200K
- 64.1%
$16.46 - $17.1 $3.29M - $3.42M
112K $1.91M
ABBV
Abb Vie Inc.

Healthcare
-25K
- 45.32%
$184.85 - $231.54 $4.63M - $5.8M
30.2K $7M
VGSH
Vanguard

ETFs
-55.4K
- 39.73%
$58.43 - $58.88 $3.24M - $3.26M
84.1K $4.95M
MRK
Merck & Co., Inc.

Healthcare
-43.3K
- 50.52%
$77.6 - $87.37 $3.36M - $3.79M
42.4K $3.56M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-116K
- 51.29%
$29.55 - $32.52 $3.43M - $3.78M
110K $3.54M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-91.5K
- 58.18%
$35.76 - $37.93 $3.27M - $3.47M
65.8K $2.48M
DFAT
Dimensional ETF Tr U S Target

ETFs
-61.4K
- 51.9%
$53.36 - $59.69 $3.28M - $3.67M
56.9K $3.31M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-47.6K
- 51.73%
N/A
44.4K $2.77M
JNJ
Johnson & Johnson

Healthcare
-25.2K
- 45.05%
$155.17 - $185.42 $3.9M - $4.66M
30.7K $5.69M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-28.2K
- 58.59%
$102.17 - $110.66 $2.88M - $3.12M
19.9K $2.2M
HD
Home Depot, Inc.

Consumer Cyclical
-8.99K
- 38.93%
$357.4 - $423.42 $3.21M - $3.81M
14.1K $5.72M
UNH
Unitedhealth Group Inc

Healthcare
-9.63K
- 50.48%
$237.77 - $353.61 $2.29M - $3.41M
9.45K $3.26M
PEP
Pepsico Inc

Consumer Defensive
-21.5K
- 52.0%
$133.81 - $152.16 $2.88M - $3.28M
19.9K $2.79M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-53.8K
- 29.95%
$50.73 - $52.47 $2.73M - $2.83M
126K $6.58M
MA
Mastercard Inc

Financial Services
-4.78K
- 37.76%
$550.18 - $598.96 $2.63M - $2.86M
7.87K $4.48M
IWD
Ishares Russell 1000 Val ETF

ETFs
-14.4K
- 43.4%
$192.76 - $203.86 $2.77M - $2.93M
18.7K $3.81M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-8.43K
- 28.29%
$420.11 - $472.68 $3.54M - $3.98M
21.4K $10M
IEF
Ishares Barclays

ETFs
-26.8K
- 53.98%
$93.91 - $97.26 $2.52M - $2.61M
22.8K $2.2M
BSX
Boston Scientific Corp

Healthcare
-21.9K
- 54.42%
$97.03 - $108.14 $2.12M - $2.37M
18.3K $1.79M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.66K
- 30.44%
$459.11 - $506.91 $2.6M - $2.87M
12.9K $6.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-21.7K
- 29.3%
$132.9 - $142.03 $2.88M - $3.08M
52.3K $7.37M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-50.7K
- 50.81%
$54.29 - $60.6 $2.75M - $3.07M
49.1K $2.97M
VO
Vanguard Mid Cap ETF

ETFs
-9.39K
- 42.11%
$279.83 - $293.74 $2.63M - $2.76M
12.9K $3.79M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-41K
- 50.85%
$66.7 - $76.76 $2.74M - $3.15M
39.7K $3.03M
WFC
Wells Fargo & Company

Financial Services
-32.8K
- 32.11%
$77.05 - $85.16 $2.53M - $2.79M
69.4K $5.82M
XLV
Select Sector Spdr Fund Health

ETFs
-17.3K
- 59.35%
$129.01 - $139.72 $2.24M - $2.42M
11.9K $1.65M
AVGO
Broadcom Inc.

Technology
-14.2K
- 32.08%
$264.74 - $369.57 $3.76M - $5.25M
30.1K $9.92M
EMR
Emerson Electric CO

Industrials
-16.6K
- 78.29%
$128.6 - $149.63 $2.13M - $2.48M
4.6K $603K
GTO
Invesco Actively Managed ETF T

ETFs
-46.7K
- 59.38%
$46.43 - $47.91 $2.17M - $2.24M
32K $1.52M
ABT
Abbott Laboratories

Healthcare
-15.7K
- 48.64%
$120.51 - $136.62 $1.89M - $2.14M
16.6K $2.22M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-41.8K
- 47.24%
$50.85 - $51.35 $2.12M - $2.14M
46.6K $2.39M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-22.4K
- 75.1%
$92.18 - $95.14 $2.07M - $2.13M
7.44K $707K
LMT
Lockheed Martin Corp

Industrials
-4.79K
- 53.4%
$410.74 - $499.21 $1.97M - $2.39M
4.18K $2.09M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-5.82K
- 63.35%
$362.31 - $405.74 $2.11M - $2.36M
3.37K $1.36M
MSTR
Microstrategy Inc

Technology
-3.88K
- 44.93%
$300.7 - $455.9 $1.17M - $1.77M
4.75K $1.53M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-73.1K
- 44.09%
$25.67 - $27.21 $1.88M - $1.99M
92.7K $2.5M
CGDV
Capital Group Divid Value ETF

ETFs
-49K
- 58.53%
$39.59 - $42.21 $1.94M - $2.07M
34.7K $1.46M
XLF
Financial Sector Spdr

ETFs
-36.5K
- 41.62%
$51.37 - $54.25 $1.88M - $1.98M
51.2K $2.76M
ELV
Elevance Health, Inc.

Healthcare
-4.55K
- 81.73%
$274.66 - $395.76 $1.25M - $1.8M
1.02K $328K
XOM
Exxon Mobil Corp

Energy
-19.3K
- 27.29%
$105.83 - $117.22 $2.04M - $2.26M
51.4K $5.79M
Activity Summary
Buys All Purchases 244 New Holdings 161 Increased Positions 83 Sells All Sells 442 Reductions 442 Sold out 0 Options Calls 0 Puts 0
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