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 9 of 29
464287721
Shares:13.0K
Value:$1.8M
922908637
Shares:7.1K
Value:$1.8M
464287457
Shares:22.0K
Value:$1.8M
47804J859
Shares:51.9K
Value:$1.8M
464287655
Shares:9.1K
Value:$1.8M
Coinbase Global, Inc.
Shares:10.3K
Value:$1.8M
46138G698
Shares:17.9K
Value:$1.8M
25434V880
Shares:67.5K
Value:$1.8M
92206C847
Shares:30.2K
Value:$1.7M
MARSH & MCLENNAN COMPANIES, INC.
Shares:7.1K
Value:$1.7M
Upstart Holdings, Inc.
Shares:37.2K
Value:$1.7M
Affirm Holdings, Inc.
Shares:37.9K
Value:$1.7M
46429B697
Shares:18.1K
Value:$1.7M
Walt Disney Co
Shares:17.1K
Value:$1.7M
46434G764
Shares:30.7K
Value:$1.7M
922908553
Shares:18.6K
Value:$1.7M
VERIZON COMMUNICATIONS INC
Shares:37.0K
Value:$1.7M
25434V401
Shares:27.6K
Value:$1.7M
46641Q332
Shares:29.1K
Value:$1.7M
464288281
Shares:18.4K
Value:$1.7M