Simplicity-Wealthllc

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
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  "OCUL",
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  null,
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  null,
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  null,
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  "IEMG",
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  null,
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  "UNH",
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  "SPY",
  null,
  null,
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  null,
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  "HPE",
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  "REGN",
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  null,
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  "SOC",
  null,
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  "SHOP",
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  "RTX",
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  "GLD",
  null,
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  "RSG",
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  "CI",
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  "TMO",
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  "TDG",
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  "UPS",
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  "VO",
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  "ARR",
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  "LXRX",
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: simplicity-wealthllc
Manager Name: Simplicity-Wealthllc

Data Enrichment

62% identified

346 identified215 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

561 positions • $1,286,261.909K total value

561 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 15 of 29

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Aon plc

AON|G0403H108

Shares:2.0K

Value:$783.5K

921932794

VIOG|921932794

Shares:7.2K

Value:$772.2K

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:6.3K

Value:$757.2K

KIRBY CORP

KEX|497266106

Shares:7.3K

Value:$739.3K

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:1.5K

Value:$722.5K

25434V690

Shares:20.6K

Value:$718.1K

Shell plc

SHEL|780259305

Shares:9.7K

Value:$714.1K

921946794

VYMI|921946794

Shares:9.7K

Value:$713.8K

3M CO

MMM|88579Y101

Shares:4.8K

Value:$711.9K

46435G102

Shares:8.4K

Value:$700.4K

25434V658

Shares:26.6K

Value:$699.1K

98888G204

Shares:23.0K

Value:$694.7K

41653L305

Shares:20.5K

Value:$693.8K

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.4K

Value:$687.8K

46429B291

Shares:14.4K

Value:$682.4K

46434V647

Shares:27.8K

Value:$673.5K

Palantir Technologies Inc.

PLTR|69608A108

Shares:8.0K

Value:$673.2K

CONSOLIDATED EDISON INC

ED|209115104

Shares:6.1K

Value:$671.2K

14020Y607

Shares:25.8K

Value:$670.2K

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:4.0K

Value:$666.4K

Instrument	Shares		Other Manager	Value
Aon plc(AONcusipG0403H108)	2.0K	QoQ +203.08% (+1.3K) YoY -82.07% (-9.0K)	All Managers (Combined)	$783.5K	QoQ +236.66% (+$550.8K) YoY -78.56% (-$2.9M)
(VIOGcusip921932794)	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$772.2K	QoQ NEW(+$772.2K) YoY NEW(+$772.2K)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	6.3K	QoQ +145.49% (+3.7K) YoY +45.19% (+2.0K)	All Managers (Combined)	$757.2K	QoQ +166.51% (+$473.1K) YoY +43.61% (+$229.9K)
KIRBY CORP(KEXcusip497266106)	7.3K	QoQ +19.06% (+1.2K) YoY +28.08% (+1.6K)	All Managers (Combined)	$739.3K	QoQ +13.67% (+$88.9K) YoY +35.73% (+$194.6K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	1.5K	QoQ +26.70% (+306) YoY -94.46% (-24.8K)	All Managers (Combined)	$722.5K	QoQ +21.16% (+$126.2K) YoY -95.25% (-$14.5M)
(cusip25434V690)✕	20.6K	QoQ NEW(+20.6K) YoY NEW(+20.6K)	All Managers (Combined)	$718.1K	QoQ NEW(+$718.1K) YoY NEW(+$718.1K)
Shell plc(SHELcusip780259305)	9.7K	QoQ +90.51% (+4.6K) YoY -89.90% (-86.8K)	All Managers (Combined)	$714.1K	QoQ +122.83% (+$393.7K) YoY -88.96% (-$5.8M)
(VYMIcusip921946794)	9.7K	QoQ NEW(+9.7K) YoY NEW(+9.7K)	All Managers (Combined)	$713.8K	QoQ NEW(+$713.8K) YoY NEW(+$713.8K)
3M CO(MMMcusip88579Y101)	4.8K	QoQ +200.37% (+3.2K) YoY -80.95% (-20.6K)	All Managers (Combined)	$711.9K	QoQ +241.69% (+$503.6K) YoY -73.62% (-$2.0M)
(cusip46435G102)✕	8.4K	QoQ NEW(+8.4K) YoY +38.76% (+2.3K)	All Managers (Combined)	$700.4K	QoQ NEW(+$700.4K) YoY +45.32% (+$218.4K)
(cusip25434V658)✕	26.6K	QoQ NEW(+26.6K) YoY NEW(+26.6K)	All Managers (Combined)	$699.1K	QoQ NEW(+$699.1K) YoY NEW(+$699.1K)
(cusip98888G204)✕	23.0K	QoQ NEW(+23.0K) YoY NEW(+23.0K)	All Managers (Combined)	$694.7K	QoQ NEW(+$694.7K) YoY NEW(+$694.7K)
(cusip41653L305)✕	20.5K	QoQ NEW(+20.5K) YoY -86.57% (-132.1K)	All Managers (Combined)	$693.8K	QoQ NEW(+$693.8K) YoY -86.52% (-$4.5M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.4K	QoQ +108.87% (+724) YoY -95.04% (-26.6K)	All Managers (Combined)	$687.8K	QoQ +98.15% (+$340.7K) YoY -93.84% (-$10.5M)
(cusip46429B291)✕	14.4K	QoQ NEW(+14.4K) YoY +138.42% (+8.3K)	All Managers (Combined)	$682.4K	QoQ NEW(+$682.4K) YoY +138.69% (+$396.5K)
(cusip46434V647)✕	27.8K	QoQ +55.96% (+10.0K) YoY NEW(+27.8K)	All Managers (Combined)	$673.5K	QoQ +57.84% (+$246.8K) YoY NEW(+$673.5K)
Palantir Technologies Inc.(PLTRcusip69608A108)	8.0K	QoQ NEW(+8.0K) YoY -85.19% (-45.9K)	All Managers (Combined)	$673.2K	QoQ NEW(+$673.2K) YoY -45.69% (-$566.6K)
CONSOLIDATED EDISON INC(EDcusip209115104)	6.1K	QoQ -1.25% (-77) YoY -52.43% (-6.7K)	All Managers (Combined)	$671.2K	QoQ +22.37% (-$122.7K) YoY -42.07% (-$487.5K)
(cusip14020Y607)✕	25.8K	QoQ NEW(+25.8K) YoY NEW(+25.8K)	All Managers (Combined)	$670.2K	QoQ NEW(+$670.2K) YoY NEW(+$670.2K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	4.0K	QoQ +61.76% (+1.5K) YoY -89.92% (-35.8K)	All Managers (Combined)	$666.4K	QoQ +35.96% (+$176.3K) YoY -87.70% (-$4.8M)