Stock Taper

SIMPLICITY WEALTH,LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Affirm Holdings, Inc.AFRM7.3K$595.07K
Zurn Elkay Water Solutions CorporationZWS7.29K$368.32K
Amer Sports, Inc.AS7.17K$242.6K
Exelon CorporationEXC7.14K$332.86K
Fifth Third BancorpFITB7.13K$401.65K
Applied Materials, Inc.AMAT7.12K$5.15M
The Progressive CorporationPGR7.02K$1.53M
American Electric Power Company, Inc.AEP7K$957.93K
Marsh & McLennan Companies, Inc.MRSH6.99K$1.17M
Hewlett Packard Enterprise CompanyHPE6.95K$313.36K
Yum! Brands, Inc.YUM6.93K$1.11M
GE AerospaceGE6.9K$2.58M
Novo Nordisk A/SNVO6.9K$330.69K
Lockheed Martin CorporationLMT6.67K$3.4M
Phillips 66PSX6.64K$1.12M
Floor & Decor Holdings, Inc.FND6.57K$390.23K
Space Exploration Technologies Corp.SPCX6.41K$1.1M
SEI Investments CompanySEIC6.41K$562.21K
The PNC Financial Services Group, Inc.PNC6.32K$1.56M
Southwest Airlines Co.LUV6.3K$324.12K