Stock Taper

SIMPLICITY WEALTH,LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Wells Fargo & CompanyWFC64.14K$5.3M
The Procter & Gamble CompanyPG64.29K$9.43M
Chimera Investment CorporationCIM70.48K$940.23K
Broadcom Inc.AVGO72.39K$27.35M
AbbVie Inc.ABBV81.68K$20.55M
Chevron CorporationCVX82.22K$13.63M
The Coca-Cola CompanyKO84.47K$6.87M
Microsoft CorporationMSFT85.76K$31.99M
Citigroup Inc.C86.11K$11.06M
Exxon Mobil CorporationXOM90.68K$12.4M
RTX CorporationRTX93.1K$17.66M
Cisco Systems, Inc.CSCO95.83K$11.26M
AT&T Inc.T98.1K$2.03M
iShares Defense Industrials ActIDEF101.39K$3.22M
Kinder Morgan, Inc.KMI102.91K$3.29M
Netflix, Inc.NFLX104.27K$7.44M
Bank of America CorporationBAC104.73K$5.97M
Alphabet Inc.GOOGL108.96K$38.94M
Pfizer Inc.PFE109.12K$2.63M
Amazon.com, Inc.AMZN111.49K$26.57M