Simplicity Wealth,LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 10, 2024
Value $
$1.08B
Signature - Title
Erin Mccann - PRESIDENT
Location
Summit, NJ
Summary
This page shows a list of all the recent 13F filings made by Simplicity Wealth,LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Simplicity Wealth,LLC reported 494 stock holdings with total value $1.08B as of Q3 2024. Top holdings included AVUS, IVV, VOO, AVIG, and AVDE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 494 $1.08B +$208M -$3.7B -$3.5B AVUS, IVV, VOO, AVIG, AVDE 13F-HR 10/9/2024, 07:46 PM
Q2 2024 1,240 $4.43B +$466M -$272M +$194M VV, AAPL, CEF, MSFT, SPY 13F-HR 7/10/2024, 03:20 PM
Q1 2024 1,177 $4.2B +$3.94B -$10.8M +$3.93B VV, CEF, AAPL, MSFT, SPY 13F-HR 4/24/2024, 02:16 PM
Q4 2023 180 $258M +$82.2M -$8.08M +$74.1M IWY, FTSM, IVV, IWX, EFV 13F-HR 1/29/2024, 02:29 PM
Q3 2023 93 $171M +$27M -$11M +$16M IWY, FTSM, IWX, IVV, EFV 13F-HR 10/19/2023, 04:57 PM
Q2 2023 77 $161M +$14.6M -$9.44M +$5.16M IWY, FTSM, IWX, EFG, VMBS 13F-HR 7/26/2023, 02:22 PM
Q1 2023 69 $150M +$37.8M -$6.4M +$31.4M FTSM, IWY, IWX, EFG, VMBS 13F-HR 4/27/2023, 12:26 PM
Q4 2022 65 $113M +$92.1M -$54.9M +$37.2M FTSM, IWY, IWX, VMBS, EFV 13F-HR 2/15/2023, 11:17 AM
Q3 2022 68 $74.5M +$16.7M -$7.97M +$8.74M SPTS, SPYG, BKLN, SPYV, SCHM 13F-HR 10/12/2022, 12:14 PM
Q2 2022 53 $68.5M +$9.88M -$31.3M -$21.4M SPTS, SPYG, BKLN, SPYV, SCHM 13F-HR 7/19/2022, 10:32 AM
Q1 2022 66 $103M +$12.9M -$82.9M -$70.1M SPYG, SCHM, SPYV, XLK, USHY 13F-HR 5/19/2022, 06:38 PM
Q4 2021 60 $185M $0 $0 XLK, SPYG, SPYV, SCHM, SPAB 13F-HR 2/25/2022, 12:02 PM