Simplicity Wealth,LLC

Q1 2025 13F Holdings

Location
Summit, NJ
Holdings as of
3/31/2025
Value ($000)
$1,286,262
Num holdings
561
Date filed
4/14/2025
Form type
13F-HR
Prev filing
2/7/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type