Fund Holdings — SIMS INVESTMENT MANAGEMENT, LLC

Total Portfolio Value
$276.36M
Total Bought
$26.91M
Total Sold
$3.44M
Net Transaction
+$23.47M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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SCHWAB STRATEGIC TR3,279,4813,363,369+83,88880,15188,59132.06%+8,441
SCHWAB STRATEGIC TR1,838,1961,857,955+19,75946,50651,83718.76%+5,331
ISHARES TR033,301+33,30102,9761.08%+2,976
GLOBAL X FDS
S&P 500 COVERED
361,559406,616+45,05714,07915,9645.78%+1,885
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTR SML
288,067309,343+21,27611,24912,9464.68%+1,697
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
44,35247,139+2,78710,07211,6494.22%+1,577
GLOBAL X FDS
NASDAQ 100 COVER
1,028,9981,090,655+61,65717,20518,5526.71%+1,347
SCHWAB STRATEGIC TR363,671405,938+42,2678,8669,9053.58%+1,039
TESLA INC(TSLA)6,0485,944-1041,9212,6430.96%+722
INVESCO QQQ TR12,69212,840+1487,0017,7092.79%+707
VANECK ETF TRUST
SEMICONDUCTR ETF
12,06912,081+123,3663,9431.43%+577
SCHWAB STRATEGIC TR625,972624,793-1,17916,58817,0576.17%+469
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
27,48632,149+4,6632,1852,5700.93%+385
UNITEDHEALTH GROUP INC(UNH)1,0871,718+6313395930.21%+254
PURSUIT ATTRACTIONS AND HOSP(PRSU)38,97437,610-1,3641,1241,3610.49%+237
VANGUARD INDEX FDS3,7093,810+1012,1072,3330.84%+226
UBER TECHNOLOGIES INC(UBER)44,66344,389-2744,1674,3491.57%+182
EATON VANCE TAX-MANAGED BUY-(ETV)392,741394,221+1,4805,4475,6182.03%+170
NVIDIA CORPORATION(NVDA)5,9955,886-1099471,0980.40%+151
ALPHABET INC(GOOG)1,9601,965+53454780.17%+132
APPLE INC(AAPL)3,2973,027-2706777710.28%+94
ADVANCE AUTO PARTS INC(AAP)6,9396,638-3013234080.15%+85
EATON VANCE TAX MNGED BUY WR(ETB)100,600101,100+5001,4531,5170.55%+64
MICROSOFT CORP(MSFT)1,4841,540+567387980.29%+59
VANGUARD WORLD FD
INF TECH ETF
745731-144945460.20%+52
BROADCOM INC(AVGO)929919-102563030.11%+47
VANGUARD INDEX FDS936992+562843260.12%+41
NUVEEN S&P 500 BUY-WRITE INC60,10060,10008348680.31%+34
SCHWAB STRATEGIC TR24,52524,225-3006887180.26%+30
JPMORGAN CHASE & CO.(JPM)97597502833080.11%+25
EXXON MOBIL CORP2,5592,55902762890.10%+13
AMAZON COM INC(AMZN)1,9621,983+214304350.16%+5
CARNIVAL CORP59,02657,462-1,5641,6601,6610.60%+1
ISHARES TR2,8812,537-3442872810.10%-6
HALL OF FAME RESORT & EN11,2000-11,20080—-8
AMERICAN FINL GROUP INC OHIO4,3113,654-6575445320.19%-12
PROCTER AND GAMBLE CO(PG)1,5541,465-892482250.08%-22
DISNEY WALT CO(DIS)3,0923,011-813833450.12%-39
BERKSHIRE HATHAWAY INC DEL1,2941,109-1856295580.20%-71
META PLATFORMS INC(META)2,7362,645-912,0191,9420.70%-77
VANGUARD INDEX FDS1,5971,086-5113782760.10%-102
ROYAL CARIBBEAN GROUP
COM
1,5661,030-5364903330.12%-157
VANGUARD BD INDEX FDS13,57310,136-3,4379997540.27%-246
BLACKSTONE REAL ESTATE45,5260-45,5266280—-628
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SIMS INVESTMENT MANAGEMENT, LLC — 13F Holdings — Q3 2025 | TickerTrail