Simplicity Wealth,llc
CIK Number: 0001913243
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 574.48 | +0.73% | 80.38K | -1.1% | 43.31M | 474.95 | 9.03% |
| 2 | IVV | iShares Core S&... | 628.62 | +0.83% | 52.92K | -33.49% | 31.15M | 494.49 | 6.50% |
| 3 | ERJ | Embraer S.A. | 61.24 | +3.16% | 675.4K | -0.21% | 24.77M | 25.64 | 5.17% |
| 4 | NVDA | NVIDIA Corporat... | 159.21 | +1.25% | 158.63K | -22.05% | 21.3M | 89.51 | 4.44% |
| 5 | FYT | First Trust Sma... | 53.13 | +0.41% | 290.15K | +0.22% | 15.96M | 53.62 | 3.33% |
| 6 | MSFT | Microsoft Corpo... | 498.62 | +1.53% | 26.56K | -30.53% | 11.19M | 422.71 | 2.33% |
| 7 | AAPL | Apple Inc. | 213.34 | +0.42% | 42.18K | -26.52% | 10.56M | 170.11 | 2.20% |
| 8 | SPY | SPDR S&P 500 ET... | 625.05 | +0.74% | 15.35K | -4.88% | 9M | 521.62 | 1.88% |
| 9 | SMMD | iShares Russell... | 69.64 | +0.65% | 118.67K | +3.38% | 8.07M | 67.05 | 1.68% |
| 10 | INSG | Inseego Corp. | 8.68 | +0.46% | 761.48K | 0.00% | 7.81M | 2.78 | 1.63% |
| 11 | MPLX | MPLX Lp | 51.04 | -0.02% | 162.75K | +3.28% | 7.79M | 41.55 | 1.62% |
| 12 | SPLG | SPDR Portfolio ... | 73.58 | +0.84% | 112.33K | -15.38% | 7.74M | 60.16 | 1.61% |
| 13 | TSLA | Tesla, Inc. | 315.05 | -0.19% | 18.22K | -24.51% | 7.36M | 176.95 | 1.53% |
| 14 | AMZN | Amazon.com, Inc... | 222.99 | +1.40% | 31.78K | -30.71% | 6.97M | 179.51 | 1.45% |
| 15 | IUSB | iShares Core To... | 45.90 | -0.22% | 147.35K | -67.93% | 6.66M | 45.61 | 1.39% |
| 16 | IDEV | iShares Core MS... | 76.24 | +0.16% | 96.45K | -5.58% | 6.22M | 66.24 | 1.30% |
| 17 | IJR | iShares Core S&... | 113.08 | +0.54% | 46.13K | -6.9% | 5.31M | 109.31 | 1.11% |
| 18 | IEMG | iShares Core MS... | 60.59 | +0.45% | 98.06K | -29.77% | 5.12M | 49.15 | 1.07% |
| 19 | BRK-B | Berkshire Hatha... | 485.00 | +0.94% | 10.96K | -22.03% | 4.97M | 419.59 | 1.04% |
| 20 | DYNI | IDX Dynamic Inn... | 26.28 | +0.11% | 177.04K | -3.6% | 4.96M | 29.01 | 1.03% |
| 21 | IWF | iShares Russell... | 428.27 | +1.12% | 11.9K | -43.52% | 4.78M | 320.28 | 1.00% |
| 22 | ILS | ETF Opportuniti... | 19.84 | +0.38% | 137.29K | +100.00% | 4.01M | 29.19 | 0.84% |
| 23 | JPM | JPMorgan Chase ... | 295.86 | +1.32% | 16.68K | -45.64% | 4M | 198.92 | 0.83% |
| 24 | DYFI | IDX Dynamic Fix... | 23.20 | +0.06% | 168.78K | +19.18% | 3.93M | 23.83 | 0.82% |
| 25 | UWM | ProShares Ultra... | 40.22 | +1.69% | 90.57K | +100.00% | 3.79M | 41.85 | 0.79% |
| 26 | SPDW | SPDR Portfolio ... | 40.63 | +0.11% | 106.53K | -47.49% | 3.64M | 35.44 | 0.76% |
| 27 | META | Meta Platforms,... | 717.83 | +0.60% | 6.12K | -34.32% | 3.58M | 489.75 | 0.75% |
| 28 | FVD | First Trust Val... | 45.48 | +0.26% | 78.77K | +5.17% | 3.44M | 41.97 | 0.72% |
| 29 | RSP | Invesco S&P 500... | 185.18 | +0.48% | 19.42K | +8.13% | 3.4M | 168.37 | 0.71% |
| 30 | GOOG | Alphabet Inc. | 180.37 | +0.34% | 16.33K | -35.43% | 3.11M | 156.41 | 0.65% |
| 31 | GOOGL | Alphabet Inc. | 179.23 | +0.33% | 15.54K | -21.12% | 2.94M | 156.2 | 0.61% |
| 32 | IXUS | iShares Core MS... | 77.79 | +0.15% | 44.44K | -13.33% | 2.94M | 67.48 | 0.61% |
| 33 | QQQ | Invesco QQQ Tru... | 555.86 | +0.92% | 5.64K | -19.04% | 2.88M | 444.47 | 0.60% |
| 34 | SDVY | First Trust SMI... | 36.45 | +0.58% | 79.6K | +100.00% | 2.85M | 35.85 | 0.59% |
| 35 | PG | The Procter & G... | 160.83 | -0.23% | 15.78K | -49.95% | 2.64M | 159.72 | 0.55% |
| 36 | V | Visa Inc. | 358.86 | +1.31% | 8.37K | -49.55% | 2.64M | 276.78 | 0.55% |
| 37 | FIXD | First Trust TCW... | 43.77 | -0.21% | 54.58K | +3.11% | 2.35M | 43.42 | 0.49% |
| 38 | IBM | International B... | 291.97 | +1.50% | 10.02K | +5.33% | 2.2M | 191.35 | 0.46% |
| 39 | BUFR | First Trust Cbo... | 32.03 | +0.45% | 69.44K | -13.83% | 2.12M | 28.14 | 0.44% |
| 40 | VO | Vanguard Mid Ca... | 283.63 | +0.41% | 7.93K | +25.89% | 2.09M | 251.07 | 0.44% |
| 41 | IEFA | iShares Core MS... | 83.55 | +0.02% | 28.62K | +3.69% | 2.01M | 73.7 | 0.42% |
| 42 | LLY | Eli Lilly and C... | 780.10 | +0.11% | 2.54K | -38.55% | 1.96M | 758.86 | 0.41% |
| 43 | SPYG | SPDR Portfolio ... | 96.07 | +1.07% | 22.13K | -2.15% | 1.95M | 71.11 | 0.41% |
| 44 | MTUM | iShares MSCI US... | 239.37 | +1.04% | 8.97K | -0.11% | 1.86M | 188.75 | 0.39% |
| 45 | HUBB | Hubbell Incorpo... | 414.84 | -0.07% | 4.4K | +14.29% | 1.84M | 417.06 | 0.38% |
| 46 | SRLN | SPDR Blackstone... | 41.44 | +0.11% | 43.68K | -21.63% | 1.82M | 41.77 | 0.38% |
| 47 | SGOV | iShares 0-3 Mon... | 100.42 | +0.05% | 17.79K | +110.84% | 1.78M | 100.31 | 0.37% |
| 48 | QUAL | iShares MSCI US... | 184.97 | +0.56% | 10.01K | -76.98% | 1.78M | 146.39 | 0.37% |
| 49 | UBER | Uber Technologi... | 93.63 | +1.72% | 29.18K | +1.42% | 1.76M | 76.17 | 0.37% |
| 50 | IAU | iShares Gold Tr... | 62.87 | -0.7% | 35.45K | -22.78% | 1.76M | 42.72 | 0.37% |
| 51 | NFLX | Netflix, Inc. | 1293.50 | +0.67% | 1.97K | -19.35% | 1.75M | 604.49 | 0.37% |
| 52 | SPHY | SPDR Portfolio ... | 23.68 | +0.06% | 71.16K | -14.9% | 1.67M | 23.3 | 0.35% |
| 53 | IGSB | iShares 1-5 Yea... | 52.48 | -0.1% | 30.72K | +48.81% | 1.59M | 51.22 | 0.33% |
| 54 | LOW | Lowe's Companie... | 228.31 | +0.60% | 6.31K | -47.94% | 1.56M | 239.25 | 0.32% |
| 55 | XOM | Exxon Mobil Cor... | 112.20 | +1.04% | 14.32K | -42.69% | 1.54M | 116.65 | 0.32% |
| 56 | HD | The Home Depot,... | 371.68 | -0.05% | 3.95K | -57.85% | 1.54M | 365.57 | 0.32% |
| 57 | JNJ | Johnson & Johns... | 156.01 | +0.29% | 10.35K | -62.29% | 1.5M | 157.71 | 0.31% |
| 58 | AVGO | Broadcom Inc. | 274.94 | +1.87% | 6.33K | -62.51% | 1.47M | 134.96 | 0.31% |
| 59 | VWO | Vanguard Emergi... | 50.00 | +0.40% | 33.32K | +317.65% | 1.47M | 43.52 | 0.31% |
| 60 | EFA | iShares MSCI EA... | 89.53 | +0.04% | 19.24K | -72.92% | 1.45M | 79.13 | 0.30% |
| 61 | RWL | Invesco S&P 500... | 105.59 | +0.60% | 14.65K | -20.8% | 1.43M | 92.58 | 0.30% |
| 62 | MUB | iShares Nationa... | 104.25 | -0.11% | 13.02K | -82.73% | 1.39M | 106.96 | 0.29% |
| 63 | SPEM | SPDR Portfolio ... | 43.17 | +0.41% | 36.09K | -35.15% | 1.38M | 36.8 | 0.29% |
| 64 | WFC | Wells Fargo & C... | 83.60 | +1.51% | 19.38K | -51.85% | 1.36M | 56.54 | 0.28% |
| 65 | EEM | iShares MSCI Em... | 48.74 | +0.42% | 32.45K | +36.73% | 1.36M | 43.69 | 0.28% |
| 66 | BIL | SPDR Bloomberg ... | 91.49 | +0.05% | 14.71K | +12.59% | 1.34M | 91.42 | 0.28% |
| 67 | SPTM | SPDR Portfolio ... | 75.89 | +0.81% | 18.75K | -7.07% | 1.34M | 62.92 | 0.28% |
| 68 | MA | Mastercard Inco... | 569.24 | +1.37% | 2.49K | -52.89% | 1.31M | 474.44 | 0.27% |
| 69 | IJH | iShares Core S&... | 63.83 | +0.65% | 20.83K | +109.75% | 1.3M | 61.39 | 0.27% |
| 70 | VTI | Vanguard Total ... | 308.03 | +0.82% | 4.43K | -33.23% | 1.28M | 259.7 | 0.27% |
| 71 | VSS | Vanguard FTSE A... | 135.11 | +0.29% | 11.17K | -7.68% | 1.28M | 116.93 | 0.27% |
| 72 | XLK | Technology Sele... | 256.83 | +1.27% | 5.25K | -62.15% | 1.22M | 205.45 | 0.25% |
| 73 | MO | Altria Group, I... | 59.65 | +0.81% | 23.1K | -4.34% | 1.21M | 43.62 | 0.25% |
| 74 | PFF | iShares Preferr... | 31.05 | +0.49% | 37.78K | -2.18% | 1.19M | 32.65 | 0.25% |
| 75 | HYG | iShares iBoxx $... | 80.37 | +0.06% | 15.08K | -2.95% | 1.19M | 77.02 | 0.25% |
| 76 | WMT | Walmart Inc. | 98.36 | +0.77% | 12.67K | -75.65% | 1.14M | 58.32 | 0.24% |
| 77 | IEF | iShares 7-10 Ye... | 94.71 | -0.4% | 12.36K | -53.99% | 1.14M | 94.04 | 0.24% |
| 78 | DFSD | Dimensional Sho... | 47.94 | -0.12% | 24.26K | -2.89% | 1.14M | 46.99 | 0.24% |
| 79 | UNH | UnitedHealth Gr... | 308.89 | +0.43% | 2.24K | -65.02% | 1.13M | 492.68 | 0.24% |
| 80 | DFCF | Dimensional Cor... | 42.15 | -0.21% | 27.27K | -1.77% | 1.13M | 41.68 | 0.23% |
| 81 | USRT | iShares Core U.... | 57.20 | +0.26% | 19.35K | +0.54% | 1.11M | 56.7 | 0.23% |
| 82 | ORCL | Oracle Corporat... | 237.08 | +3.09% | 6.6K | -43.81% | 1.1M | 125.95 | 0.23% |
| 83 | GIS | General Mills, ... | 53.15 | -1.26% | 17.18K | -32.15% | 1.1M | 69.23 | 0.23% |
| 84 | PEP | PepsiCo, Inc. | 135.50 | -0.72% | 7.19K | -69.26% | 1.09M | 171.83 | 0.23% |
| 85 | AKAM | Akamai Technolo... | 79.48 | +0.03% | 11.29K | +6.07% | 1.08M | 108.55 | 0.23% |
| 86 | IWR | iShares Russell... | 93.72 | +0.59% | 12.2K | +0.04% | 1.08M | 83.09 | 0.22% |
| 87 | ADP | Automatic Data ... | 310.02 | +1.63% | 3.63K | -52.6% | 1.06M | 244.04 | 0.22% |
| 88 | VTEB | Vanguard Tax-Ex... | 48.93 | -0.08% | 21K | +100.00% | 1.05M | 50.13 | 0.22% |
| 89 | VGSH | Vanguard Short-... | 58.45 | -0.14% | 18.03K | -78.99% | 1.05M | 57.81 | 0.22% |
| 90 | PNFP | Pinnacle Financ... | 117.83 | +0.71% | 8.67K | +27.77% | 991.68K | 91.67 | 0.21% |
| 91 | XLC | Communication S... | 108.04 | +0.55% | 10.14K | -48.11% | 982.14K | 78.89 | 0.20% |
| 92 | VOOG | Vanguard S&P 50... | 399.75 | +0.95% | 2.68K | 0.00% | 980.31K | 305.13 | 0.20% |
| 93 | ABBV | AbbVie Inc. | 189.28 | -0.77% | 5.47K | -62.14% | 971.44K | 179.45 | 0.20% |
| 94 | IWX | iShares Russell... | 85.36 | +0.60% | 11.93K | -87.78% | 943.14K | 65.67 | 0.20% |
| 95 | BSV | Vanguard Short-... | 78.24 | -0.13% | 12.18K | -16.14% | 941.15K | 76.31 | 0.20% |
| 96 | COST | Costco Wholesal... | 985.50 | +0.32% | 1.03K | -28.55% | 939.71K | 727.35 | 0.20% |
| 97 | ABT | Abbott Laborato... | 134.44 | +0.25% | 8.25K | -34.67% | 933.43K | 111.67 | 0.19% |
| 98 | SCHD | Schwab U.S. Div... | 27.31 | +0.04% | 33.38K | +6.78% | 911.86K | 26.57 | 0.19% |
| 99 | DVY | iShares Select ... | 135.85 | -0.26% | 6.9K | +6.98% | 905.58K | 122.9 | 0.19% |
| 100 | BKNG | Booking Holding... | 5716.80 | +0.26% | 179 | +11.88% | 889.42K | 3717.41 | 0.19% |
| 101 | CVX | Chevron Corpora... | 148.37 | +0.27% | 6.13K | -49.81% | 887.87K | 158.66 | 0.19% |
| 102 | SHOP | Shopify Inc. | 116.51 | +1.52% | 8.24K | +7.60% | 876.27K | 80.18 | 0.18% |
| 103 | PRIM | Primoris Servic... | 84.71 | +3.30% | 11.32K | -0.08% | 865.08K | 45.53 | 0.18% |
| 104 | EMB | iShares J.P. Mo... | 92.44 | +0.12% | 9.5K | -44.88% | 845.62K | 93.76 | 0.18% |
| 105 | GGG | Graco Inc. | 88.79 | +0.34% | 10.01K | +2.64% | 844K | 92.03 | 0.18% |
| 106 | IWM | iShares Russell... | 223.03 | +0.91% | 3.8K | -39.05% | 839.6K | 206.77 | 0.18% |
| 107 | SYY | Sysco Corporati... | 77.18 | -0.64% | 10.79K | -42.43% | 825.4K | 77.37 | 0.17% |
| 108 | JEPI | JPMorgan Equity... | 56.94 | +0.22% | 14.19K | -5.64% | 816.18K | 57.2 | 0.17% |
| 109 | CAT | Caterpillar Inc... | 397.86 | -0.14% | 2.2K | -6.7% | 797.64K | 362.32 | 0.17% |
| 110 | VUG | Vanguard Growth... | 441.98 | +1.08% | 1.92K | -1.39% | 786.81K | 346.81 | 0.16% |
| 111 | GLD | SPDR Gold Share... | 307.12 | -0.69% | 3.12K | -57.05% | 756.17K | 207.13 | 0.16% |
| 112 | OPER | ClearShares Ult... | 100.24 | +0.04% | 7.54K | +100.00% | 754.49K | 100.07 | 0.16% |
| 113 | HON | Honeywell Inter... | 240.55 | +0.54% | 3.3K | -39.95% | 744.67K | 201.74 | 0.16% |
| 114 | USMV | iShares MSCI US... | 94.16 | +0.84% | 8.38K | -50.96% | 743.97K | 78.57 | 0.16% |
| 115 | SNEX | StoneX Group In... | 93.81 | +1.19% | 7.54K | +0.35% | 738.2K | 71.22 | 0.15% |
| 116 | LMT | Lockheed Martin... | 462.52 | -0.01% | 1.5K | -64.9% | 730.28K | 453.07 | 0.15% |
| 117 | VTV | Vanguard Value ... | 179.63 | +0.53% | 4.25K | -23% | 720.2K | 162.2 | 0.15% |
| 118 | MDY | SPDR S&P MIDCAP... | 582.43 | +0.53% | 1.26K | -0.47% | 719.95K | 552.38 | 0.15% |
| 119 | SHY | iShares 1-3 Yea... | 82.41 | -0.12% | 8.77K | +100.00% | 718.55K | 81.98 | 0.15% |
| 120 | SDS | ProShares Ultra... | 16.29 | -1.51% | 36.5K | +231.82% | 717.96K | 19.96 | 0.15% |
| 121 | IWC | iShares Micro-C... | 133.09 | +1.21% | 5.48K | +100.00% | 714.09K | 130.38 | 0.15% |
| 122 | APP | AppLovin Corpor... | 340.68 | +1.39% | 2.2K | -5.87% | 711.46K | 73.33 | 0.15% |
| 123 | FTCS | First Trust Cap... | 92.27 | +0.38% | 8.06K | +11.96% | 707.8K | 85.29 | 0.15% |
| 124 | SYF | Synchrony Finan... | 70.16 | +0.99% | 10.85K | +22.73% | 704.99K | 46.41 | 0.15% |
| 125 | EXP | Eagle Materials... | 214.18 | +0.21% | 2.81K | -0.81% | 694.48K | 269.82 | 0.14% |
| 126 | SAP | Sap Se | 303.72 | +1.86% | 2.8K | +3.59% | 689.88K | 197.77 | 0.14% |
| 127 | FBK | FB Financial Co... | 47.53 | +1.15% | 13.18K | +59.43% | 678.75K | 42.31 | 0.14% |
| 128 | UPS | United Parcel S... | 104.13 | -1.34% | 5.36K | -58.66% | 675.37K | 150.73 | 0.14% |
| 129 | HEGD | Swan Hedged Equ... | 23.68 | +0.53% | 29.94K | +100.00% | 670.57K | 22.4 | 0.14% |
| 130 | GDDY | GoDaddy Inc. | 177.32 | +1.08% | 3.34K | -1.68% | 659.41K | 122.9 | 0.14% |
| 131 | BA | The Boeing Comp... | 215.80 | +1.78% | 3.69K | -44.81% | 652.6K | 190.29 | 0.14% |
| 132 | KEX | Kirby Corporati... | 116.90 | -0.42% | 6.15K | +0.61% | 650.35K | 96.42 | 0.14% |
| 133 | RUSHA | Rush Enterprise... | 54.54 | -1.73% | 11.81K | +16.30% | 646.94K | 53.23 | 0.13% |
| 134 | GS | The Goldman Sac... | 723.68 | +1.09% | 1.12K | +12.51% | 643.74K | 433.07 | 0.13% |
| 135 | CLH | Clean Harbors, ... | 234.15 | +1.65% | 2.73K | -1.19% | 629.02K | 197.04 | 0.13% |
| 136 | VIG | Vanguard Divide... | 207.81 | +0.65% | 3.21K | -45.49% | 628.42K | 180.5 | 0.13% |
| 137 | TMO | Thermo Fisher S... | 429.33 | +0.37% | 1.15K | -31.7% | 596.32K | 576.59 | 0.12% |
| 138 | NUHY | Nuveen ESG High... | 21.65 | +0.13% | 28.19K | +100.00% | 595.7K | 21.13 | 0.12% |
| 139 | UNP | Union Pacific C... | 236.38 | -0.33% | 2.61K | -58.77% | 595.17K | 242.71 | 0.12% |
| 140 | DFSV | Dimensional US ... | 30.86 | +0.55% | 19.05K | -11.1% | 586.37K | 29.96 | 0.12% |
| 141 | MCD | McDonald's Corp... | 294.08 | -0.19% | 2.02K | -67.87% | 584.43K | 280.22 | 0.12% |
| 142 | ACN | Accenture plc | 304.78 | +0.82% | 1.65K | -73.36% | 578.7K | 328.48 | 0.12% |
| 143 | VEA | Vanguard Develo... | 57.23 | +0.12% | 11.98K | -13.35% | 572.75K | 49.77 | 0.12% |
| 144 | LQD | iShares iBoxx $... | 109.05 | -0.25% | 5.31K | -47.18% | 567.11K | 106.22 | 0.12% |
| 145 | RWO | SPDR Dow Jones ... | 44.54 | +0.13% | 13.19K | -10.89% | 565.85K | 42.17 | 0.12% |
| 146 | VGT | Vanguard Inform... | 674.02 | +1.39% | 909 | 0.00% | 565.22K | 525.42 | 0.12% |
| 147 | DFAC | Dimensional U.S... | 36.52 | +0.69% | 16.29K | -96.9% | 563.51K | 32.19 | 0.12% |
| 148 | GOLF | Acushnet Holdin... | 76.00 | -0.89% | 7.91K | +100.00% | 562.53K | 71.08 | 0.12% |
| 149 | AMP | Ameriprise Fina... | 543.30 | +0.16% | 1.05K | +20.07% | 560.63K | 449.35 | 0.12% |
| 150 | BERY | Berry Global Gr... | 67.58 | -2.93% | 8.65K | +0.03% | 559.37K | 56.89 | 0.12% |