Fund HoldingsSIMS INVESTMENT MANAGEMENT, LLC

Total Portfolio Value
$248.68M
Total Bought
$248.68M
Total Sold
$223.75M
Net Transaction
+$24.93M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SCHWAB US LARGE CAP ETF03,279,481+3,279,481080,15132.23%+80,151
SCHWAB US SMALL CAP ETF01,838,196+1,838,196046,50618.70%+46,506
GLOBAL X NASDAQ 100
NASDAQ 100 COVER
01,028,998+1,028,998017,2056.92%+17,205
SCHWAB US DIVIDEND0625,972+625,972016,5886.67%+16,588
GLOBAL X S&P 500 COVERED
S&P 500 COVERED
0361,559+361,559014,0795.66%+14,079
JOHN HNCCK MLTFCTR SML
MULTIFACTR SML
0288,067+288,067011,2494.52%+11,249
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
044,352+44,352010,0724.05%+10,072
SCHWAB SHORT TERM US0363,671+363,67108,8663.57%+8,866
INVESCO QQQ TRUST012,692+12,69207,0012.82%+7,001
EATON VANCE TAX MANAGED(ETV)0392,741+392,74105,4472.19%+5,447
UBER TECHNOLOGIES INC(UBER)044,663+44,66304,1671.68%+4,167
VANECK SEMICONDUCTOR
SEMICONDUCTR ETF
012,069+12,06903,3661.35%+3,366
VANGUARD SHORT TERM COR
SHRT TRM CORP BD
027,486+27,48602,1850.88%+2,185
VANGUARD S&P 500 ETF03,709+3,70902,1070.85%+2,107
META PLATFORMS INC(META)02,736+2,73602,0190.81%+2,019
TESLA INC(TSLA)06,048+6,04801,9210.77%+1,921
CARNIVAL CORP F059,026+59,02601,6600.67%+1,660
EATON VANCE TAX MGD BUY0100,600+100,60001,4530.58%+1,453
PURSUIT ATTRACTIONS & HO(PRSU)038,974+38,97401,1240.45%+1,124
VANGUARD TOTAL BOND013,573+13,57309990.40%+999
NVIDIA CORP(NVDA)05,995+5,99509470.38%+947
NUVEEN S&P500 BUY-WRITE060,100+60,10008340.34%+834
MICROSOFT CORP(MSFT)01,484+1,48407380.30%+738
CHARLES SCHWAB US MC024,525+24,52506880.28%+688
APPLE INC(AAPL)03,297+3,29706770.27%+677
BERKSHIRE HATHAWAY01,294+1,29406290.25%+629
BLACKSTONE REAL ESTATE045,526+45,52606280.25%+628
AMERICAN FINL GROUP INC04,311+4,31105440.22%+544
VANGUARD INFORMATION
INF TECH ETF
0745+74504940.20%+494
ROYAL CARIBBEAN GROU F
COM
01,566+1,56604900.20%+490
AMAZON.COM INC(AMZN)01,962+1,96204300.17%+430
DISNEY WALT CO(DIS)03,092+3,09203830.15%+383
VANGUARD SMALL CAP ETF01,597+1,59703780.15%+378
ALPHABET INC(GOOG)01,960+1,96003450.14%+345
UNITEDHEALTH GROUP INC(UNH)01,087+1,08703390.14%+339
ADVANCE AUTO PTS INC(AAP)06,939+6,93903230.13%+323
ISHARES S&P SMALL CAP02,881+2,88102870.12%+287
VANGUARD TOTAL STOCK0936+93602840.11%+284
JPMORGAN CHASE & CO(JPM)0975+97502830.11%+283
EXXON MOBIL CORP02,559+2,55902760.11%+276
BROADCOM INC(AVGO)0929+92902560.10%+256
PROCTER & GAMBLE CO(PG)01,554+1,55402480.10%+248
HALL OF FAME RESORT & EN011,200+11,200080.00%+8
JPMORGAN CHASE & CO(JPM)9830-9832410-241
ADVANCE AUTO PTS INC(AAP)6,8380-6,8382680-268
PROCTER & GAMBLE CO(PG)1,6320-1,6322780-278
VANGUARD TOTAL STOCK1,0200-1,0202800-280
ALPHABET INC(GOOG)1,9600-1,9603030-303
ROYAL CARIBBEAN GROU F
COM
1,5000-1,5003080-308
DISNEY WALT CO(DIS)3,1740-3,1743130-313
EXXON MOBIL CORP2,8500-2,8503390-339
AMAZON.COM INC(AMZN)1,9370-1,9373690-369
VANGUARD SMALL CAP ETF1,6950-1,6953760-376
VANGUARD INFORMATION
INF TECH ETF
7350-7353990-399
UNITEDHEALTH GROUP INC(UNH)1,0460-1,0465480-548
MICROSOFT CORP(MSFT)1,5040-1,5045650-565
SCHWAB STRATEGI/US24,5250-24,5256430-643
NVIDIA CORP(NVDA)6,0240-6,0246530-653
BERKSHIRE HATHAWAY1,2940-1,2946890-689
APPLE INC(AAPL)3,2930-3,2937320-732
SPDR DOW JONES(DIA)1,7860-1,7867500-750
AMERICAN FINL GROUP INC5,8110-5,8117630-763
NUVEEN S&P500 BUY-WRITE60,1000-60,1007890-789
DIREXION DAILY SMALL CAP
DAILY SMALL CAP
30,0000-30,0008780-878
VANGUARD TOTAL BOND12,7270-12,7279350-935
CARNIVAL CORP F59,3230-59,3231,1590-1,159
EATON VANCE TAX MGD BUY100,7250-100,7251,3750-1,375
PURSUIT ATTRACTIONS & HO(PRSU)39,0490-39,0491,3820-1,382
TESLA INC(TSLA)6,0480-6,0481,5670-1,567
VANGUARD S&P 500 ETF3,7880-3,7881,9470-1,947
VANECK SEMICONDUCTOR
SEMICONDUCTR ETF
9,3600-9,3601,9790-1,979
VANGUARD SHORT TERM COR
SHRT TRM CORP BD
27,9820-27,9822,2090-2,209
UBER TECHNOLOGIES INC(UBER)40,8620-40,8622,9770-2,977
EATON VANCE TAX MANAGED(ETV)395,9170-395,9175,2300-5,230
ISHARES S&P SMALL CAP56,3240-56,3245,4910-5,491
INVESCO QQQ TRUST12,9410-12,9416,0690-6,069
JOHN HNCCK MLTFCTR SML
MULTIFACTR SML
168,7180-168,7186,2890-6,289
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
35,2220-35,2226,7990-6,799
SCHWAB SHORT TERM US387,5580-387,5589,4330-9,433
GLOBAL X S&P 500 COVERED
S&P 500 COVERED
347,4580-347,45813,7210-13,721
GLOBAL X NASDAQ 100
NASDAQ 100 COVER
990,4360-990,43616,4710-16,471
SCHWAB US DIVIDEND622,7990-622,79917,4130-17,413
SCHWAB US SMALL CAP ETF1,811,7110-1,811,71142,4480-42,448
SCHWAB US LARGE CAP ETF3,096,6350-3,096,63568,3740-68,374
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