Simpli Fi, Inc. Portfolio Holdings

Simpli Fi, Inc.

  • $220 Million
  • Q3 2024

Simpli Fi, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $220 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Iboxx $ Investment Gra with a value of $38.1M, Wisdomtree Yield Enhanced U.S. with a value of $38M, Spdr Index Shs Fds Msci Eafe S with a value of $19.4M, Ishares Russell 2000 ETF with a value of $16.2M, and Spdr S&P 500 ETF Trust with a value of $15.7M.

Examining the 13F form we can see an increase of $3.93M in the current position value, from $216M to 220M.

Below you can find more details about Simpli Fi, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $220 Million
ETFs: $216 Million
Communication Services: $1.27 Million
Financial Services: $989,000
Industrials: $369,000
Utilities: $271,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $220 Million
  • Prior Value $216 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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