Simplicity Wealth Llc

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$28.14M4.6666,929+10,260.53%+$27.87M0.59
Fluent, Inc.
FLNT
$89.59M1.33181,789New+$89.59M1.87
Embraer S.A.
ERJ
$18.16M0.37681,600New+$18.16M0.38
Boston Scientific Corporation
BSX
$19.71M0.02287,822New+$19.71M0.41
Stryker Corporation
SYK
$15.65M0.0143,733New+$15.65M0.33
AbbVie Inc.
ABBV
$21.81M0.01120,927+8,681.92%+$21.56M0.46
Johnson & Johnson
JNJ
$20.5M0.01129,583+2,695.15%+$19.77M0.43
The Procter & Gamble Company
PG
$17.71M0.01109,138+1,050.15%+$16.17M0.37
Novo Nordisk A/S
NVO
$19.85M0.01154,588New+$19.85M0.42
The Home Depot, Inc.
HD
$18.36M0.0147,868+2,102.85%+$17.53M0.38
Eli Lilly and Company
LLY
$40.32M0.0151,822+10,432.93%+$39.93M0.84
JPMorgan Chase & Co.
JPM
$21.2M<0.01105,831+4,772.51%+$20.76M0.44
Apple Inc.
AAPL
$113.76M<0.01663,704+11,973.93%+$112.82M2.38
Visa Inc.
V
$17.11M<0.0161,304+1,456.73%+$16.01M0.36
UnitedHealth Group Incorporated
UNH
$15.59M<0.0131,520+1,554.59%+$14.65M0.33
Tesla, Inc.
TSLA
$16.43M<0.0193,485+4,139.68%+$16.05M0.34
NVIDIA Corporation
NVDA
$64.53M<0.0171,573+5,060.27%+$63.28M1.35
Microsoft Corporation
MSFT
$108.24M<0.01257,285+4,496.84%+$105.89M2.26
Broadcom Inc.
AVGO
$20.97M<0.0115,821+5,961.69%+$20.62M0.44
Meta Platforms, Inc.
META
$33.24M<0.0168,456+6,611.37%+$32.75M0.7
Amazon.com, Inc.
AMZN
$56.6M<0.01313,796+2,940.07%+$54.74M1.18
Alphabet Inc.
GOOG
$28.8M<0.01189,125+4,253.71%+$28.13M0.6
Alphabet Inc.
GOOGL
$23.84M<0.01157,957+5,497.34%+$23.41M0.5
Vanguard Mid Cap Index Fund
VO
$88.55M<0.01354,400+26,407.1%+$88.22M1.85
First Trust Enhanced Short Maturity ETF
FTSM
$16.26M<0.01272,664-4.05%-$686,760.390.34
Schwab U.S. Mid-Cap ETF
SCHM
$16.72M<0.01205,317+4,467.68%+$16.35M0.35
Vanguard Short-Term Treasury Index Fund
VGSH
$18.39M<0.01316,624+339.04%+$14.2M0.39
Schwab U.S. Large-Cap Growth ETF
SCHG
$27.22M<0.01293,607New+$27.22M0.57
iShares Russell Top 200 Growth ETF
IWY
$21.74M<0.01111,437+2.61%+$553,303.510.46
Invesco QQQ Trust
QQQ
$46.96M<0.01107,353+7,298.55%+$46.32M0.98
iShares Russell 1000 Growth ETF
IWF
$15.66M<0.0146,471+346.45%+$12.15M0.33
Sprott Physical Gold and Silver Trust
CEF
$120.46M<0.015.92MNew+$120.46M2.52
Sprott Physical Gold Trust
PHYS
$67.53M<0.013.9MNew+$67.53M1.41
iShares Russell 1000 Value ETF
IWD
$18.26M<0.01101,965+514.76%+$15.29M0.38
Vanguard Large Cap Index Fund
VV
$139.51M<0.01581,891New+$139.51M2.92
iShares Core S&P 500 ETF
IVV
$58.69M<0.01111,626+219.62%+$40.32M1.23
Vanguard Value Index Fund
VTV
$91.84M<0.01563,913New+$91.84M1.92
iShares Core S&P Small-Cap ETF
IJR
$24.1M<0.01218,046+7,497.42%+$23.78M0.5
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
STPZ
$19.21M<0.01372,943New+$19.21M0.4
ProShares Bitcoin Strategy ETF
BITO
$580.95M<0.01167,758New+$580.95M12.15
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$31.48M<0.01657,271New+$31.48M0.66
SPDR S&P 500 ETF Trust
SPY
$95.85M<0.01188,351+14,115.17%+$95.17M2.01
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$17.04M<0.01185,618New+$17.04M0.36
Vanguard Tax-Exempt Bond Index Fund
VTEB
$72.57M<0.011.43MNew+$72.57M1.52
iShares Silver Trust
SLV
$31.46M<0.011.63MNew+$31.46M0.66
Vanguard Total World Stock Index Fund
VT
$53.8M<0.01486,911New+$53.8M1.13
iShares 1-3 Year Treasury Bond ETF
SHY
$58.28M<0.01712,598New+$58.28M1.22
Vanguard 500 Index Fund
VOO
$65.29M<0.01135,825+1,818.7%+$61.89M1.37
SPDR Gold Shares
GLD
$25.08M<0.01121,889+2,744.55%+$24.19M0.53
iShares 0-3 Month Treasury Bond ETF
SGOV
$63.2M<0.01627,572New+$63.2M1.32