SIMPLICITY WEALTH,LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OPK | 10K | $15.50K |
 | AKAM | 10K | $757.60K |
 | ED | 10K | $998.91K |
 | SHEL | 10K | $709.68K |
 | BC | 10K | $626.71K |
 | PM | 10K | $1.59M |
 | GGG | 10K | $828.78K |
 | BEN | 9K | $218.52K |
 | UNH | 9K | $3.26M |
 | KIM | 9K | $205.71K |
 | NEE | 9K | $708.61K |
 | COST | 9K | $8.68M |
 | COP | 9K | $869.51K |
 | KEX | 9K | $763.90K |
 | BK | 9K | $996.60K |
 | SO | 9K | $854.60K |
 | MNST | 9K | $600.07K |
 | COCO | 9K | $364.52K |
 | KMI | 9K | $242.70K |
 | GILD | 8K | $941.13K |
OPKO Health, Inc.
OPK
Shares Held
10K
Value
$15.50K
Akamai Technologies, Inc.
AKAM
Shares Held
10K
Value
$757.60K
Consolidated Edison, Inc.
ED
Shares Held
10K
Value
$998.91K
Shell plc
SHEL
Shares Held
10K
Value
$709.68K
Brunswick Corporation
BC
Shares Held
10K
Value
$626.71K
Philip Morris International Inc.
PM
Shares Held
10K
Value
$1.59M
Graco Inc.
GGG
Shares Held
10K
Value
$828.78K
Franklin Resources, Inc.
BEN
Shares Held
9K
Value
$218.52K
UnitedHealth Group Incorporated
UNH
Shares Held
9K
Value
$3.26M
Kimco Realty Corporation
KIM
Shares Held
9K
Value
$205.71K
NextEra Energy, Inc.
NEE
Shares Held
9K
Value
$708.61K
Costco Wholesale Corporation
COST
Shares Held
9K
Value
$8.68M
ConocoPhillips
COP
Shares Held
9K
Value
$869.51K
Kirby Corporation
KEX
Shares Held
9K
Value
$763.90K
The Bank of New York Mellon Corporation
BK
Shares Held
9K
Value
$996.60K
The Southern Company
SO
Shares Held
9K
Value
$854.60K
Monster Beverage Corporation
MNST
Shares Held
9K
Value
$600.07K
The Vita Coco Company, Inc.
COCO
Shares Held
9K
Value
$364.52K
Kinder Morgan, Inc.
KMI
Shares Held
9K
Value
$242.70K
Gilead Sciences, Inc.
GILD
Shares Held
8K
Value
$941.13K