Portfolio (Quarterly)
Guide ↗
Simplicity Wealth,LLC
· CIK 0001913243| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | ALC | ALCON AG | Healthcare | 2,703 | $213K | 0.01% | SOLD |
| 42 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 1,518 | $209K | 0.01% | SOLD |
| 43 | LNT | ALLIANT ENERGY CORP | Utilities | 3,216 | $209K | 0.01% | SOLD |
| 44 | DFAE | DIMENSIONAL ETF TRUST | — | 6,417 | $209K | 0.01% | SOLD |
| 45 | UDEC | INNOVATOR ETFS TRUST | — | 5,149 | $204K | 0.01% | SOLD |
| 46 | DEO | DIAGEO PLC | Consumer Defensive | 2,359 | $203K | 0.01% | SOLD |
| 47 | TMFG | RBB FD INC | — | 6,689 | $202K | 0.01% | SOLD |
| 48 | MFC | MANULIFE FINL CORP | Financial Services | 5,539 | $201K | 0.01% | SOLD |
| 49 | DRI | DARDEN RESTAURANTS INC | Consumer Cyclical | 1,088 | $200K | 0.01% | SOLD |
| 50 | RYLD | GLOBAL X FDS | — | 11,996 | $184K | 0.01% | SOLD |
| 51 | WIT | WIPRO LTD | Technology | 16,136 | $46K | 0.00% | SOLD |
| 52 | — | REZOLVE AI PLC | — | 11,508 | $30K | 0.00% | SOLD |
| 53 | BTBT | BIT DIGITAL INC | Financial Services | 10,031 | $19K | 0.00% | SOLD |
| 54 | — | AGILON HEALTH INC | — | 22,108 | $15K | 0.00% | SOLD |
Sector Allocation
Technology
28.4%
Financial Services
18.2%
Healthcare
9.9%
Consumer Cyclical
9.4%
Communication Services
9.3%
Industrials
8.2%
Consumer Defensive
8.1%
Energy
4.1%
Utilities
2.0%
Real Estate
1.4%