SIMPLICITY WEALTH,LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PSX | 5K | $697.15K |
 | TSM | 5K | $1.41M |
 | WM | 5K | $1.11M |
 | NVS | 5K | $640.11K |
 | TTE | 5K | $296.36K |
 | O | 5K | $300.17K |
 | PNC | 5K | $984.25K |
 | WEC | 5K | $559.78K |
 | CTSH | 5K | $327.44K |
 | TGT | 5K | $435.32K |
 | WMB | 5K | $306.08K |
 | EVRG | 5K | $365.22K |
 | ETR | 5K | $443.24K |
 | MSTR | 5K | $1.53M |
 | MU | 5K | $790.38K |
 | CVS | 5K | $353.90K |
 | AMAT | 5K | $950.32K |
 | EMR | 5K | $603.10K |
 | CAT | 5K | $2.19M |
 | NVO | 4K | $244.99K |
Phillips 66
PSX
Shares Held
5K
Value
$697.15K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
5K
Value
$1.41M
Waste Management, Inc.
WM
Shares Held
5K
Value
$1.11M
Novartis AG
NVS
Shares Held
5K
Value
$640.11K
TotalEnergies SE
TTE
Shares Held
5K
Value
$296.36K
Realty Income Corporation
O
Shares Held
5K
Value
$300.17K
The PNC Financial Services Group, Inc.
PNC
Shares Held
5K
Value
$984.25K
WEC Energy Group, Inc.
WEC
Shares Held
5K
Value
$559.78K
Cognizant Technology Solutions Corporation
CTSH
Shares Held
5K
Value
$327.44K
Target Corporation
TGT
Shares Held
5K
Value
$435.32K
The Williams Companies, Inc.
WMB
Shares Held
5K
Value
$306.08K
Evergy, Inc.
EVRG
Shares Held
5K
Value
$365.22K
Entergy Corporation
ETR
Shares Held
5K
Value
$443.24K
MicroStrategy Incorporated
MSTR
Shares Held
5K
Value
$1.53M
Micron Technology, Inc.
MU
Shares Held
5K
Value
$790.38K
CVS Health Corporation
CVS
Shares Held
5K
Value
$353.90K
Applied Materials, Inc.
AMAT
Shares Held
5K
Value
$950.32K
Emerson Electric Co.
EMR
Shares Held
5K
Value
$603.10K
Caterpillar Inc.
CAT
Shares Held
5K
Value
$2.19M
Novo Nordisk A/S
NVO
Shares Held
4K
Value
$244.99K