SIMPLICITY WEALTH,LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LYG | 16K | $70.74K |
 | SONY | 16K | $447.13K |
 | CFG | 15K | $823.16K |
 | KVUE | 15K | $248.94K |
 | IIIV | 15K | $491.02K |
 | TSCO | 15K | $853.85K |
 | CPB | 15K | $473.64K |
 | FBK | 14K | $800.24K |
 | NKE | 14K | $995.74K |
 | HD | 14K | $5.72M |
 | ANIX | 14K | $46.10K |
 | DUK | 14K | $1.71M |
 | PLUG | 14K | $31.66K |
 | CL | 14K | $1.08M |
 | USB | 13K | $644.38K |
 | BRK-B | 13K | $6.50M |
 | MET | 13K | $1.03M |
 | SBUX | 12K | $1.04M |
 | MSIF | 12K | $156.10K |
 | EDAP | 12K | $27.20K |
Lloyds Banking Group plc
LYG
Shares Held
16K
Value
$70.74K
Sony Group Corporation
SONY
Shares Held
16K
Value
$447.13K
Citizens Financial Group, Inc.
CFG
Shares Held
15K
Value
$823.16K
Kenvue Inc.
KVUE
Shares Held
15K
Value
$248.94K
i3 Verticals, Inc.
IIIV
Shares Held
15K
Value
$491.02K
Tractor Supply Company
TSCO
Shares Held
15K
Value
$853.85K
Campbell Soup Company
CPB
Shares Held
15K
Value
$473.64K
FB Financial Corporation
FBK
Shares Held
14K
Value
$800.24K
NIKE, Inc.
NKE
Shares Held
14K
Value
$995.74K
The Home Depot, Inc.
HD
Shares Held
14K
Value
$5.72M
Anixa Biosciences, Inc.
ANIX
Shares Held
14K
Value
$46.10K
Duke Energy Corporation
DUK
Shares Held
14K
Value
$1.71M
Plug Power Inc.
PLUG
Shares Held
14K
Value
$31.66K
Colgate-Palmolive Company
CL
Shares Held
14K
Value
$1.08M
U.S. Bancorp
USB
Shares Held
13K
Value
$644.38K
Berkshire Hathaway Inc.
BRK-B
Shares Held
13K
Value
$6.50M
MetLife, Inc.
MET
Shares Held
13K
Value
$1.03M
Starbucks Corporation
SBUX
Shares Held
12K
Value
$1.04M
MSC Income Fund, Inc.
MSIF
Shares Held
12K
Value
$156.10K
Edap Tms S.a.
EDAP
Shares Held
12K
Value
$27.20K