Simplicity-Wealthllc

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-15
Total Holdings
561
Total Value
1286261909
Accession Number
0001062993-25-007473
Form Type
13F-HR
Manager Name
Simplicity-Wealthllc
Data Enrichment
62% identified
346 identified215 unidentified

Holdings

561 positions
Manager:
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Page 13 of 29
922042858
Shares:24.2K
Value:$1.1M
78468R606
Shares:46.5K
Value:$1.1M
Air Products & Chemicals, Inc.
Shares:3.7K
Value:$1.1M
REPUBLIC SERVICES, INC.
Shares:4.4K
Value:$1.1M
CONOCOPHILLIPS
Shares:10.2K
Value:$1.1M
464287499
Shares:12.5K
Value:$1.1M
CLOROX CO /DE/
Shares:7.1K
Value:$1.0M
Uber Technologies, Inc
Shares:14.4K
Value:$1.0M
92189H409
Shares:20.3K
Value:$1.0M
464287242
Shares:9.5K
Value:$1.0M
464287465
Shares:12.7K
Value:$1.0M
SPDR S&P MIDCAP 400 ETF TRUST
Shares:1.9K
Value:$1.0M
25434V781
Shares:35.3K
Value:$1.0M
78468R523
Shares:10.2K
Value:$1.0M
47804J206
Shares:17.7K
Value:$1.0M
ADOBE INC.
Shares:2.6K
Value:$1.0M
464287515
Shares:11.2K
Value:$998.5K
81369Y308
Shares:12.2K
Value:$993.2K
85207H104
Shares:41.2K
Value:$991.3K
808524300
Shares:39.4K
Value:$985.7K