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 • $1.3B total value
Manager:
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Page 15 of 29
Aon plc
Shares:2.0K
Value:$783.5K
% of Portfolio:0.1% ($783.5K/$1.3B)
921932794
Shares:7.2K
Value:$772.2K
% of Portfolio:0.1% ($772.2K/$1.3B)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC
Shares:6.3K
Value:$757.2K
% of Portfolio:0.1% ($757.2K/$1.3B)
KIRBY CORP
Shares:7.3K
Value:$739.3K
% of Portfolio:0.1% ($739.3K/$1.3B)
THERMO FISHER SCIENTIFIC INC.
Shares:1.5K
Value:$722.5K
% of Portfolio:0.1% ($722.5K/$1.3B)
25434V690
Shares:20.6K
Value:$718.1K
% of Portfolio:0.1% ($718.1K/$1.3B)
Shell plc
Shares:9.7K
Value:$714.1K
% of Portfolio:0.1% ($714.1K/$1.3B)
921946794
Shares:9.7K
Value:$713.8K
% of Portfolio:0.1% ($713.8K/$1.3B)
Shares:4.8K
Value:$711.9K
% of Portfolio:0.1% ($711.9K/$1.3B)
46435G102
Shares:8.4K
Value:$700.4K
% of Portfolio:0.1% ($700.4K/$1.3B)
25434V658
Shares:26.6K
Value:$699.1K
% of Portfolio:0.1% ($699.1K/$1.3B)
98888G204
Shares:23.0K
Value:$694.7K
% of Portfolio:0.1% ($694.7K/$1.3B)
41653L305
Shares:20.5K
Value:$693.8K
% of Portfolio:0.1% ($693.8K/$1.3B)
INTUITIVE SURGICAL INC
Shares:1.4K
Value:$687.8K
% of Portfolio:0.1% ($687.8K/$1.3B)
46429B291
Shares:14.4K
Value:$682.4K
% of Portfolio:0.1% ($682.4K/$1.3B)
46434V647
Shares:27.8K
Value:$673.5K
% of Portfolio:0.1% ($673.5K/$1.3B)
Palantir Technologies Inc.
Shares:8.0K
Value:$673.2K
% of Portfolio:0.1% ($673.2K/$1.3B)
CONSOLIDATED EDISON INC
Shares:6.1K
Value:$671.2K
% of Portfolio:0.1% ($671.2K/$1.3B)
14020Y607
Shares:25.8K
Value:$670.2K
% of Portfolio:0.1% ($670.2K/$1.3B)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:4.0K
Value:$666.4K
% of Portfolio:0.1% ($666.4K/$1.3B)