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 23 of 29
ECOLAB INC.
Shares:1.1K
Value:$275.1K
Knight-Swift Transportation Holdings Inc.
Shares:6.3K
Value:$272.5K
CBRE GROUP, INC.
Shares:2.1K
Value:$270.5K
LOUISIANA-PACIFIC CORP
Shares:2.9K
Value:$269.6K
Primoris Services Corp
Shares:4.7K
Value:$267.0K
BRISTOL MYERS SQUIBB CO
Shares:4.4K
Value:$265.4K
47804J818
Shares:12.5K
Value:$265.4K
Cigna Group
Shares:802
Value:$263.9K
DYCOM INDUSTRIES INC
Shares:1.7K
Value:$263.2K
Monster Beverage Corp
Shares:4.5K
Value:$262.2K
AMERICAN EXPRESS CO
Shares:970
Value:$261.1K
92189H748
Shares:4.9K
Value:$260.7K
Intercontinental Exchange, Inc.
Shares:1.5K
Value:$260.5K
46138E354
Shares:3.5K
Value:$260.2K
Autodesk, Inc.
Shares:989
Value:$258.9K
500767306
Shares:7.4K
Value:$258.2K
ANALOG DEVICES INC
Shares:1.3K
Value:$257.1K
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:7.5K
Value:$255.6K
PayPal Holdings, Inc.
Shares:3.9K
Value:$252.8K
381430529
Shares:2.5K
Value:$252.5K