HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VV) |
581,891 | +581,891 | $139,514 |
| VV | 581,891 | +581,891 | $139,514 |
| SPROTT PHYSICAL GOLD & SILVE |
5,922,232 | +5,922,232 | $120,458 |
| CEF | 5,922,232 | +5,922,232 | $120,458 |
| APPLE INC |
663,704 | +658,207 | $113,761 |
| AAPL | 663,704 | +658,207 | $113,761 |
| MICROSOFT CORP |
257,285 | +251,688 | $108,245 |
| MSFT | 257,285 | +251,688 | $108,245 |
| SPDR S&P 500 ETF TR (SPY) |
188,351 | +187,026 | $95,847 |
| SPY | 188,351 | +187,026 | $95,847 |
| VANGUARD INDEX FDS (VTV) |
563,913 | +563,913 | $91,839 |
| VTV | 563,913 | +563,913 | $91,839 |
| VANGUARD INDEX FDS (VO) |
354,400 | +353,063 | $88,550 |
| VO | 354,400 | +353,063 | $88,550 |
| VANGUARD MUN BD FDS (VTEB) |
1,434,143 | +1,434,143 | $72,568 |
| VTEB | 1,434,143 | +1,434,143 | $72,568 |
| SPROTT PHYSICAL GOLD TR |
3,903,253 | +3,903,253 | $67,526 |
| PHYS | 3,903,253 | +3,903,253 | $67,526 |
| VANGUARD INDEX FDS (VOO) |
135,825 | +128,746 | $65,291 |
| VOO | 135,825 | +128,746 | $65,291 |
| NVIDIA CORPORATION |
71,573 | +70,186 | $64,532 |
| NVDA | 71,573 | +70,186 | $64,532 |
| ISHARES TR (SGOV) |
627,572 | +627,572 | $63,203 |
| SGOV | 627,572 | +627,572 | $63,203 |
| ISHARES TR (IVV) |
111,626 | +76,701 | $58,685 |
| IVV | 111,626 | +76,701 | $58,685 |
| ISHARES TR (SHY) |
712,598 | +712,598 | $58,276 |
| SHY | 712,598 | +712,598 | $58,276 |
| AMAZON COM INC |
313,796 | +303,474 | $56,603 |
| AMZN | 313,796 | +303,474 | $56,603 |
| VANGUARD INTL EQUITY INDEX F (VT) |
486,911 | +486,911 | $53,804 |
| VT | 486,911 | +486,911 | $53,804 |
| INVESCO QQQ TR |
107,353 | +105,902 | $46,956 |
| QQQ | 107,353 | +105,902 | $46,956 |
| ELI LILLY & CO |
51,822 | +51,330 | $40,315 |
| LLY | 51,822 | +51,330 | $40,315 |
| ISHARES SILVER TR (SLV) |
1,634,422 | +1,634,422 | $37,183 |
| SLV | 1,634,422 | +1,634,422 | $37,183 |
| META PLATFORMS INC |
68,456 | +67,436 | $33,241 |
| META | 68,456 | +67,436 | $33,241 |
| VANGUARD MALVERN FDS (VTIP) |
657,271 | +657,271 | $31,477 |
| VTIP | 657,271 | +657,271 | $31,477 |
| ALPHABET INC |
189,125 | +184,781 | $28,796 |
| GOOG | 189,125 | +184,781 | $28,796 |
 BERKSHIRE HATHAWAY INC DEL |
$28,779 | ||
| BRK.B | 66,929 | +66,283 | $28,145 |
| BRK.A | 1 | +1 | $634 |
| SCHWAB STRATEGIC TR |
293,607 | +293,607 | $27,223 |
| SCHG | 293,607 | +293,607 | $27,223 |
| SPDR GOLD TR (GLD) |
121,889 | +117,604 | $25,075 |
| GLD | 121,889 | +117,604 | $25,075 |
| ISHARES TR (IJR) |
218,046 | +215,176 | $24,098 |
| IJR | 218,046 | +215,176 | $24,098 |
| ALPHABET INC |
157,957 | +155,135 | $23,840 |
| GOOGL | 157,957 | +155,135 | $23,840 |
| ABBVIE INC |
120,927 | +119,550 | $21,807 |
| ABBV | 120,927 | +119,550 | $21,807 |
| ISHARES TR (IWY) |
111,437 | +2,836 | $21,741 |
| IWY | 111,437 | +2,836 | $21,741 |
| JPMORGAN CHASE & CO |
105,831 | +103,659 | $21,198 |
| JPM | 105,831 | +103,659 | $21,198 |
| BROADCOM INC |
15,821 | +15,560 | $20,971 |
| AVGO | 15,821 | +15,560 | $20,971 |
| JOHNSON & JOHNSON |
129,583 | +124,947 | $20,499 |
| JNJ | 129,583 | +124,947 | $20,499 |
| NOVO NORDISK A S |
154,588 | +154,588 | $19,849 |
| NVO | 154,588 | +154,588 | $19,849 |
| BOSTON SCIENTIFIC CORP |
287,822 | +287,822 | $19,713 |
| BSX | 287,822 | +287,822 | $19,713 |
| PIMCO ETF TR (STPZ) |
372,943 | +372,943 | $19,207 |
| STPZ | 372,943 | +372,943 | $19,207 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
316,624 | +244,506 | $18,386 |
| VGSH | 316,624 | +244,506 | $18,386 |
| HOME DEPOT INC |
47,868 | +45,695 | $18,362 |
| HD | 47,868 | +45,695 | $18,362 |
| ISHARES TR (IWD) |
101,965 | +85,379 | $18,263 |
| IWD | 101,965 | +85,379 | $18,263 |
| EMBRAER S.A. |
681,600 | +681,600 | $18,158 |
| ERJ | 681,600 | +681,600 | $18,158 |
| PROCTER AND GAMBLE CO |
109,138 | +99,649 | $17,708 |
| PG | 109,138 | +99,649 | $17,708 |
| VISA INC |
61,304 | +57,366 | $17,109 |
| V | 61,304 | +57,366 | $17,109 |
| SPDR SER TR (BIL) |
185,618 | +185,618 | $17,040 |
| BIL | 185,618 | +185,618 | $17,040 |
| SCHWAB STRATEGIC TR |
205,317 | +200,822 | $16,719 |
| SCHM | 205,317 | +200,822 | $16,719 |
| TESLA INC |
93,485 | +91,280 | $16,434 |
| TSLA | 93,485 | +91,280 | $16,434 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
272,664 | -11,519 | $16,256 |
| FTSM | 272,664 | -11,519 | $16,256 |
| ISHARES TR (IWF) |
46,471 | +36,062 | $15,663 |
| IWF | 46,471 | +36,062 | $15,663 |
| STRYKER CORPORATION |
43,733 | +43,733 | $15,651 |
| SYK | 43,733 | +43,733 | $15,651 |
| UNITEDHEALTH GROUP INC |
31,520 | +29,615 | $15,593 |
| UNH | 31,520 | +29,615 | $15,593 |
| THERMO FISHER SCIENTIFIC INC |
26,219 | +25,779 | $15,239 |
| TMO | 26,219 | +25,779 | $15,239 |
| FIRST TR EXCHANGE TRADED ALP (FYT) |
275,221 | +275,221 | $14,953 |
| FYT | 275,221 | +275,221 | $14,953 |
See Full List: All Stocks Held By Simplicity Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Simplicity Wealth LLC
|
Size ($ in 1000's)
At 03/31/2024: $4,208,703 At 12/31/2023: $258,366 Simplicity Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Simplicity Wealth LLC 13F filings. Link to 13F filings: SEC filings |
