Fund HoldingsSimplicity Wealth,LLC

Total Portfolio Value
$479.59M
Total Bought
$40.01M
Total Sold
$635.37M
Net Transaction
-$595.36M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ETF OPPORTUNITIES TRUST
WEALTHTRUST DBS
0137,295+137,29504,0070.84%+4,007
PROSHARES TR
PSHS ULTRUSS2000
090,572+90,57203,7900.79%+3,790
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
079,600+79,60002,8540.60%+2,854
SPROTT PHYSICAL GOLD & SILVE(CEF)047,660+47,66001,1320.24%+1,132
VANGUARD INTL EQUITY INDEX F033,324+33,32401,4680.31%+1,468
VANGUARD MUN BD FDS021,001+21,00101,0530.22%+1,053
TESLA INC(TSLA)018,218+18,21807,3571.53%+7,357
ISHARES TR017,791+17,79101,7850.37%+1,785
EMBRAER S.A.(EMBJ)676,800675,400-1,40023,93824,7745.17%+835
MPLX LP(MPLX)0162,749+162,74907,7891.62%+7,789
ETF SER SOLUTIONS
CLEARSHS ULTRA
07,540+7,54007540.16%+754
ISHARES TR08,765+8,76507190.15%+719
ISHARES TR05,477+5,47707140.15%+714
ISHARES TR020,830+20,83001,2980.27%+1,298
LISTED FD TR
SWAN HEDGED EQTY
029,936+29,93606710.14%+671
NUSHARES ETF TR
ESG HI TLD CRP
028,192+28,19205960.12%+596
ACUSHNET HLDGS CORP07,914+7,91405630.12%+563
ETF OPPORTUNITIES TRUST
IDX DY FI IN ETF
141,620168,777+27,1573,3903,9300.82%+539
PROSHARES TR
ULTRASHORT QQQ
016,300+16,30005330.11%+533
COINBASE GLOBAL INC(COIN)02,136+2,13605300.11%+530
ISHARES TR030,718+30,71801,5880.33%+1,588
NUSHARES ETF TR
NUVEEN ESG US
022,644+22,64404930.10%+493
PROSHARES TR11,00036,500+25,5002277180.15%+491
COMPOSECURE INC(GPGI)030,170+30,17004630.10%+463
INVESCO DB MULTI-SECTOR COMM(DBA)016,478+16,47804380.09%+438
VANGUARD INDEX FDS07,930+7,93002,0950.44%+2,095
VANGUARD INDEX FDS080,376+80,376043,3079.03%+43,307
APPLOVIN CORP(APP)02,197+2,19707110.15%+711
PINNACLE FINL PARTNERS INC6,7858,669+1,8846659920.21%+327
PGIM ETF TR
PGIM ULTRA SH BD
010,762+10,76205330.11%+533
ISHARES TR03,171+3,17103170.07%+317
ARISTA NETWORKS INC(ANET)02,865+2,86503170.07%+317
NORTHERN TR CORP(NTRS)03,077+3,07703150.07%+315
VANGUARD INDEX FDS02,193+2,19305270.11%+527
ISHARES TR
RUSEL 2500 ETF
114,791118,675+3,8847,7758,0701.68%+295
UNITED RENTALS INC(URI)0417+41702940.06%+294
FB FINL CORP(FBK)013,177+13,17706790.14%+679
FIDELITY NATL INFORMATION SV(FIS)03,434+3,43402770.06%+277
METLIFE INC(MET)06,130+6,13005020.10%+502
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,482+2,48204900.10%+490
ISHARES TR23,73632,454+8,7181,0891,3570.28%+269
SYNCHRONY FINANCIAL(SYF)010,846+10,84607050.15%+705
SHOPIFY INC(SHOP)08,241+8,24108760.18%+876
SCHWAB STRATEGIC TR09,158+9,15802540.05%+254
CBRE GROUP INC(CBRE)01,892+1,89202480.05%+248
ASML HOLDING N V
N Y REGISTRY SHS
0353+35302450.05%+245
EXPEDIA GROUP INC(EXPE)01,311+1,31102440.05%+244
BITWISE BITCOIN ETF TR(BITB)04,799+4,79902440.05%+244
SPDR SER TR
ST STR BL 12 ETF
02,375+2,37502350.05%+235
PAYCOM SOFTWARE INC(PAYC)01,142+1,14202340.05%+234
ROYAL CARIBBEAN GROUP
COM
0998+99802300.05%+230
HCA HEALTHCARE INC(HCA)0762+76202290.05%+229
FIRST TR NASDAQ ABA CMNTY BK
UT COM SHS ETF
04,055+4,05502250.05%+225
INVESCO EXCH TRADED FD TR II02,463+2,46302250.05%+225
HEWLETT PACKARD ENTERPRISE C(HPE)010,478+10,47802240.05%+224
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
08,795+8,79502230.05%+223
SPDR SER TR
ST STR SP600 SML
04,961+4,96102230.05%+223
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
04,110+4,11002220.05%+222
TJX COS INC NEW(TJX)01,840+1,84002220.05%+222
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)02,878+2,87802210.05%+221
COTERRA ENERGY INC08,470+8,47002160.05%+216
BOOKING HOLDINGS INC(BKNG)0179+17908890.19%+889
THE CIGNA GROUP(CI)0754+75402080.04%+208
INTERCONTINENTAL EXCHANGE IN(ICE)01,391+1,39102070.04%+207
VANGUARD INDEX FDS01,281+1,28102070.04%+207
PRIMORIS SVCS CORP(PRIM)011,323+11,32308650.18%+865
HUBBELL INC(HUBB)04,398+4,39801,8420.38%+1,842
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
019,421+19,42103,4030.71%+3,403
DIMENSIONAL ETF TRUST
NATL MUN BD ETF
010,709+10,70905120.11%+512
GOLDMAN SACHS GROUP INC(GS)01,124+1,12406440.13%+644
AMERIPRISE FINL INC(AMP)01,053+1,05305610.12%+561
SPDR SER TR
ST STR BLO 1 ETF
014,709+14,70901,3450.28%+1,345
SCHWAB CHARLES CORP(SCHW)05,072+5,07203750.08%+375
GODADDY INC(GDDY)03,341+3,34106590.14%+659
STONEX GROUP INC(SNEX)7,5097,535+266157380.15%+123
RUSH ENTERPRISES INC(RUSHA)011,808+11,80806470.13%+647
SHELL PLC(SHEL)05,115+5,11503200.07%+320
RAYMOND JAMES FINL INC(RJF)02,151+2,15103340.07%+334
INTERNATIONAL BUSINESS MACHS(IBM)010,015+10,01502,2020.46%+2,202
AXALTA COATING SYS LTD(AXTA)12,82016,164+3,3444645530.12%+89
RESMED INC(RMD)01,913+1,91304370.09%+437
NOVARTIS AG(NVS)03,621+3,62103520.07%+352
AMERICAN EXPRESS CO(AXP)01,543+1,54304580.10%+458
DOMINION ENERGY INC(D)05,685+5,68503060.06%+306
BANK NEW YORK MELLON CORP04,277+4,27703290.07%+329
QUANTA SVCS INC0908+90802870.06%+287
SAP SE(SAP)02,802+2,80206900.14%+690
SPDR SER TR
ST STR P500GRW
022,128+22,12801,9450.41%+1,945
DUKE ENERGY CORP NEW(DUK)02,774+2,77402990.06%+299
VANGUARD ADMIRAL FDS INC02,678+2,67809800.20%+980
FIRST TR EXCHANGE-TRADED FD08,060+8,06007080.15%+708
CME GROUP INC(CME)01,198+1,19802780.06%+278
VANGUARD INDEX FDS01,917+1,91707870.16%+787
MARSH & MCLENNAN COS INC(MRSH)01,426+1,42603030.06%+303
ISHARES TR
MSCI USA MMENTM
8,9838,973-101,8211,8570.39%+35
ISHARES TR06,898+6,89809060.19%+906
FARMLAND PARTNERS INC025,000+25,00002940.06%+294
VANGUARD WORLD FD
INF TECH ETF
0909+90905650.12%+565
WISDOMTREE TR(WT)06,616+6,61603330.07%+333
MSCI INC(MSCI)0515+51503090.06%+309
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