SIMPLICITY WEALTH,LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KO | 59K | $3.90M |
 | WMT | 58K | $6.00M |
 | MSFT | 55K | $28.64M |
 | MARA | 52K | $942.58K |
 | XOM | 51K | $5.79M |
 | PG | 51K | $7.78M |
 | MO | 48K | $3.20M |
 | PFE | 48K | $1.21M |
 | GOOGL | 43K | $10.53M |
 | AGL | 43K | $44.59K |
 | HLN | 43K | $384.49K |
 | MRK | 42K | $3.56M |
 | OCUL | 40K | $471.48K |
 | ORCL | 38K | $10.76M |
 | F | 37K | $443.15K |
 | CMPX | 37K | $129.62K |
 | WALD | 36K | $71.47K |
 | JPM | 35K | $10.94M |
 | AMD | 33K | $5.34M |
 | GIS | 32K | $1.62M |
The Coca-Cola Company
KO
Shares Held
59K
Value
$3.90M
Walmart Inc.
WMT
Shares Held
58K
Value
$6.00M
Microsoft Corporation
MSFT
Shares Held
55K
Value
$28.64M
Marathon Digital Holdings, Inc.
MARA
Shares Held
52K
Value
$942.58K
Exxon Mobil Corporation
XOM
Shares Held
51K
Value
$5.79M
The Procter & Gamble Company
PG
Shares Held
51K
Value
$7.78M
Altria Group, Inc.
MO
Shares Held
48K
Value
$3.20M
Pfizer Inc.
PFE
Shares Held
48K
Value
$1.21M
Alphabet Inc.
GOOGL
Shares Held
43K
Value
$10.53M
Agilon Health, Inc.
AGL
Shares Held
43K
Value
$44.59K
Haleon plc
HLN
Shares Held
43K
Value
$384.49K
Merck & Co., Inc.
MRK
Shares Held
42K
Value
$3.56M
Ocular Therapeutix, Inc.
OCUL
Shares Held
40K
Value
$471.48K
Oracle Corporation
ORCL
Shares Held
38K
Value
$10.76M
Ford Motor Company
F
Shares Held
37K
Value
$443.15K
Compass Therapeutics, Inc.
CMPX
Shares Held
37K
Value
$129.62K
Waldencast plc
WALD
Shares Held
36K
Value
$71.47K
JPMorgan Chase & Co.
JPM
Shares Held
35K
Value
$10.94M
Advanced Micro Devices, Inc.
AMD
Shares Held
33K
Value
$5.34M
General Mills, Inc.
GIS
Shares Held
32K
Value
$1.62M