SIMPLICITY WEALTH,LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ALC | 3K | $208.11K |
 | WELL | 3K | $495.91K |
 | WRB | 3K | $207.21K |
 | EOG | 3K | $301.80K |
 | DEO | 3K | $252.95K |
 | LAMR | 3K | $321.97K |
 | GLW | 3K | $214.66K |
 | ROAD | 3K | $324.36K |
 | LIN | 3K | $1.21M |
 | CI | 3K | $722.84K |
 | USPH | 2K | $210.55K |
 | SEIC | 2K | $210.03K |
 | CMI | 2K | $1.01M |
 | RCL | 2K | $764.69K |
 | HCA | 2K | $969.61K |
 | AFL | 2K | $249.60K |
 | ICE | 2K | $371.50K |
 | AON | 2K | $775.37K |
 | TWLO | 2K | $213.89K |
 | PGR | 2K | $512.07K |
Alcon Inc.
ALC
Shares Held
3K
Value
$208.11K
Welltower Inc.
WELL
Shares Held
3K
Value
$495.91K
W. R. Berkley Corporation
WRB
Shares Held
3K
Value
$207.21K
EOG Resources, Inc.
EOG
Shares Held
3K
Value
$301.80K
Diageo plc
DEO
Shares Held
3K
Value
$252.95K
Lamar Advertising Company
LAMR
Shares Held
3K
Value
$321.97K
Corning Incorporated
GLW
Shares Held
3K
Value
$214.66K
Construction Partners, Inc.
ROAD
Shares Held
3K
Value
$324.36K
Linde plc
LIN
Shares Held
3K
Value
$1.21M
Cigna Corporation
CI
Shares Held
3K
Value
$722.84K
U.S. Physical Therapy, Inc.
USPH
Shares Held
2K
Value
$210.55K
SEI Investments Company
SEIC
Shares Held
2K
Value
$210.03K
Cummins Inc.
CMI
Shares Held
2K
Value
$1.01M
Royal Caribbean Cruises Ltd.
RCL
Shares Held
2K
Value
$764.69K
HCA Healthcare, Inc.
HCA
Shares Held
2K
Value
$969.61K
Aflac Incorporated
AFL
Shares Held
2K
Value
$249.60K
Intercontinental Exchange, Inc.
ICE
Shares Held
2K
Value
$371.50K
Aon plc
AON
Shares Held
2K
Value
$775.37K
Twilio Inc.
TWLO
Shares Held
2K
Value
$213.89K
The Progressive Corporation
PGR
Shares Held
2K
Value
$512.07K