Simplicity Wealth,Llc Sells in Q3 2025

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
-7.72K
- 60.63%
$213.88 - $237.1 $1.65M - $1.83M
5.01K $1.11M
FAAR
First Trust Vii Alternative Ab

ETFs
-66.6K
- 69.1%
$27.66 - $30.9 $1.84M - $2.06M
29.8K $907K
MCD
Mcdonalds Corp

Consumer Cyclical
-6.4K
- 38.68%
$291.67 - $316.99 $1.87M - $2.03M
10.1K $3.08M
UNP
Union Pacific Corp

Industrials
-7.83K
- 49.08%
$214.91 - $237.16 $1.68M - $1.86M
8.12K $1.92M
FMF
First Trust Managed Futures St

ETFs
-39.8K
- 68.13%
$45.19 - $48.75 $1.8M - $1.94M
18.6K $906K
FTLS
First Tr Long/Short Equity ETF

ETFs
-27.4K
- 51.09%
$65.78 - $69.95 $1.8M - $1.91M
26.2K $1.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.36K
- 30.28%
$617.65 - $666.84 $2.07M - $2.24M
7.73K $5.15M
CL
Colgate Palmolive CO

Consumer Defensive
-17K
- 55.78%
$79.36 - $93.33 $1.35M - $1.59M
13.5K $1.08M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-8.09K
- 33.63%
$236.25 - $257.69 $1.91M - $2.09M
16K $4.1M
PLTR
Palantir Technologies Inc.

Technology
-19.2K
- 47.96%
$130.68 - $186.97 $2.51M - $3.6M
20.9K $3.81M
CHD
Church & Dwight CO Inc

Consumer Defensive
-15.5K
- 59.62%
$85.84 - $99.09 $1.33M - $1.54M
10.5K $921K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-9.25K
- 39.66%
$181.56 - $190.33 $1.68M - $1.76M
14.1K $2.67M
XLK
Technology Sector Spdr

ETFs
-7.99K
- 33.03%
$250.97 - $282.66 $2.01M - $2.26M
16.2K $4.57M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-54.4K
- 53.67%
$28.38 - $29.05 $1.54M - $1.58M
47K $1.36M
JHMD
John Hancock ETF Tr Multifacto

ETFs
-47.6K
- 22.25%
$37.65 - $40.3 $1.79M - $1.92M
166K $6.64M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-29.6K
- 59.25%
$50.53 - $50.82 $1.49M - $1.5M
20.3K $1.03M
DIS
Walt Disney CO

Communication Services
-10.2K
- 30.95%
$112.25 - $124.0 $1.15M - $1.27M
22.8K $2.61M
HON
Honeywell International Inc

Industrials
-5.62K
- 43.78%
$207.7 - $240.4 $1.17M - $1.35M
7.22K $1.52M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-42.3K
- 33.19%
$42.67 - $46.91 $1.81M - $1.99M
85.2K $3.99M
VGLT
Vanguard Long Term Treasury Et

ETFs
-26.2K
- 50.6%
$54.21 - $57.41 $1.42M - $1.51M
25.6K $1.46M
SPMD
Spdr Portfolio

ETFs
-28.4K
- 43.43%
$54.43 - $58.29 $1.54M - $1.65M
37K $2.11M
MGV
Vanguard Mega Cap Value

ETFs
-11.2K
- 64.72%
$129.46 - $137.85 $1.44M - $1.54M
6.08K $838K
TXN
Texas Instruments Inc

Technology
-7.28K
- 50.77%
N/A
7.06K $1.37M
CVX
Chevron Corp

Energy
-11.8K
- 32.91%
$145.57 - $161.83 $1.72M - $1.91M
24.1K $3.74M
ITW
Illinois Tool Works Inc

Industrials
-5.85K
- 59.04%
$252.31 - $269.41 $1.47M - $1.57M
4.06K $1.06M
XLC
Select Sector Spdr Tr Communic

ETFs
-15.8K
- 32.5%
$105.99 - $119.41 $1.67M - $1.88M
32.7K $3.87M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-50.7K
- 68.19%
$30.06 - $36.69 $1.52M - $1.86M
23.6K $866K
TSCO
Tractor Supply CO

Consumer Cyclical
-27K
- 64.26%
$54.08 - $62.65 $1.46M - $1.69M
15K $853K
MDT
Medtronic PLC

Healthcare
-17.5K
- 44.76%
$87.67 - $95.74 $1.53M - $1.68M
21.6K $2.06M
APD
Air Products & Chemicals, Inc.

Basic Materials
-4.65K
- 55.19%
$265.78 - $299.3 $1.24M - $1.39M
3.78K $1.03M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-43.5K
- 48.01%
$29.12 - $29.34 $1.27M - $1.28M
47.1K $1.38M
APH
Amphenol Corp

Technology
-14.9K
- 64.77%
$97.39 - $125.4 $1.46M - $1.87M
8.13K $1.01M
ISRG
Intuitive Surgical Inc

Healthcare
-2.05K
- 56.43%
$433.66 - $544.47 $889K - $1.12M
1.58K $707K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-26.5K
- 69.01%
$47.11 - $48.77 $1.25M - $1.29M
11.9K $576K
ADP
Automatic Data Processing Inc

Industrials
-3.75K
- 38.15%
$288.69 - $310.94 $1.08M - $1.17M
6.08K $1.79M
CLX
Clorox CO

Consumer Defensive
-10.5K
- 57.26%
$117.67 - $131.43 $1.23M - $1.38M
7.83K $965K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-53.4K
- 46.15%
$22.64 - $23.22 $1.21M - $1.24M
62.3K $1.44M
CMI
Cummins Inc

Industrials
-4.41K
- 64.93%
$327.85 - $426.39 $1.45M - $1.88M
2.38K $1.01M
MCO
Moodys Corp

Financial Services
-2.33K
- 57.81%
$472.69 - $521.32 $1.1M - $1.22M
1.7K $810K
VZ
Verizon Communications Inc

Communication Services
-28.8K
- 30.1%
$40.84 - $45.06 $1.18M - $1.3M
66.8K $2.94M
JHMM
John Hancock Multifactor Mid C

ETFs
-22.1K
- 31.94%
$61.22 - $65.26 $1.35M - $1.44M
47.1K $3.04M
T
At&T Inc.

Communication Services
-38.2K
- 33.51%
$26.94 - $29.62 $1.03M - $1.13M
75.9K $2.14M
NOW
Service Now, Inc.

Technology
-965
- 38.6%
$850.86 - $1044.69 $821K - $1.01M
1.54K $1.41M
RSG
Republic Services, Inc.

Industrials
-4.4K
- 52.72%
$225.33 - $246.01 $991K - $1.08M
3.94K $904K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-18.7K
- 47.97%
$67.01 - $72.84 $1.25M - $1.36M
20.3K $1.47M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-11.1K
- 47.72%
$102.4 - $103.88 $1.13M - $1.15M
12.1K $1.25M
AMCR
Amcor PLC

Consumer Cyclical
-118K
- 83.19%
$7.97 - $9.94 $940K - $1.17M
23.8K $194K
GWW
W.W. Grainger, Inc.

Industrials
-942
- 56.95%
$932.44 - $1059.49 $878K - $998K
712 $678K
CSCO
Cisco Systems, Inc.

Technology
-14.2K
- 18.96%
$66.2 - $71.79 $937K - $1.02M
60.5K $4.14M
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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