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:
Search and click to pin securities to the top
Page 25 of 29
KINDER MORGAN, INC.
Shares:8.2K
Value:$234.2K
CITIGROUP INC
Shares:3.2K
Value:$230.0K
NASDAQ, INC.
Shares:3.0K
Value:$229.9K
78464A474
Shares:7.6K
Value:$229.7K
37954Y673
Shares:6.1K
Value:$229.6K
464287150
Shares:1.9K
Value:$229.6K
AFLAC INC
Shares:2.1K
Value:$228.7K
T-Mobile US, Inc.
Shares:855
Value:$228.0K
TransDigm Group INC
Shares:165
Value:$228.0K
ROCKWELL AUTOMATION, INC
Shares:882
Value:$227.9K
Prologis, Inc.
Shares:2.0K
Value:$227.2K
SANDSTORM GOLD LTD
Shares:30.0K
Value:$226.5K
EVEREST GROUP, LTD.
Shares:621
Value:$225.6K
46436E767
Shares:4.8K
Value:$225.5K
922908652
Shares:1.3K
Value:$225.0K
GENERAL DYNAMICS CORP
Shares:822
Value:$224.0K
Palo Alto Networks Inc
Shares:1.3K
Value:$223.9K
92203J407
Shares:4.6K
Value:$223.4K
Coterra Energy Inc.
Shares:7.7K
Value:$222.9K
WILLIAMS COMPANIES, INC.
Shares:3.7K
Value:$222.8K