SIMPLICITY WEALTH,LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | D | 7K | $412.83K |
 | MMC | 7K | $1.34M |
 | UL | 7K | $391.21K |
 | AEP | 7K | $735.91K |
 | QCOM | 6K | $1.07M |
 | PYPL | 6K | $429.86K |
 | ARM | 6K | $903.98K |
 | FIS | 6K | $417.60K |
 | TJX | 6K | $912.25K |
 | BR | 6K | $1.48M |
 | KNX | 6K | $244.53K |
 | ADP | 6K | $1.79M |
 | MMM | 6K | $923.21K |
 | C | 6K | $600.68K |
 | FE | 6K | $261.33K |
 | BN | 6K | $390.77K |
 | NFLX | 5K | $6.49M |
 | GE | 5K | $1.61M |
 | WTFC | 5K | $701.69K |
 | LPX | 5K | $459.07K |
Dominion Energy, Inc.
D
Shares Held
7K
Value
$412.83K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
7K
Value
$1.34M
Unilever PLC
UL
Shares Held
7K
Value
$391.21K
American Electric Power Company, Inc.
AEP
Shares Held
7K
Value
$735.91K
QUALCOMM Incorporated
QCOM
Shares Held
6K
Value
$1.07M
PayPal Holdings, Inc.
PYPL
Shares Held
6K
Value
$429.86K
Arm Holdings plc American Depositary Shares
ARM
Shares Held
6K
Value
$903.98K
Fidelity National Information Services, Inc.
FIS
Shares Held
6K
Value
$417.60K
The TJX Companies, Inc.
TJX
Shares Held
6K
Value
$912.25K
Broadridge Financial Solutions, Inc.
BR
Shares Held
6K
Value
$1.48M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
6K
Value
$244.53K
Automatic Data Processing, Inc.
ADP
Shares Held
6K
Value
$1.79M
3M Company
MMM
Shares Held
6K
Value
$923.21K
Citigroup Inc.
C
Shares Held
6K
Value
$600.68K
FirstEnergy Corp.
FE
Shares Held
6K
Value
$261.33K
Brookfield Corporation
BN
Shares Held
6K
Value
$390.77K
Netflix, Inc.
NFLX
Shares Held
5K
Value
$6.49M
GE Aerospace
GE
Shares Held
5K
Value
$1.61M
Wintrust Financial Corporation
WTFC
Shares Held
5K
Value
$701.69K
Louisiana-Pacific Corporation
LPX
Shares Held
5K
Value
$459.07K