Sawtooth Asset Management

Latest statistics and disclosures from Simplicity Solutions's latest quarterly 13F-HR filing:

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Positions held by Sawtooth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Simplicity Solutions

Simplicity Solutions holds 1070 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Simplicity Solutions has 1070 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mirati Therapeutics (MRTX) 5.0 $184M NEW 3.1M 58.75
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Apple (AAPL) 3.4 $123M +3% 640k 192.53
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Vanguard Index Fds Large Cap Etf (VV) 3.4 $123M +4% 564k 218.15
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Sprott Physical Gold & Silve Tr Unit (CEF) 3.1 $115M -3% 6.0M 19.15
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Microsoft Corporation (MSFT) 2.4 $89M +2% 235k 376.04
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $88M +2% 185k 475.31
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Vanguard Index Fds Value Etf (VTV) 2.3 $83M 556k 149.50
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Vanguard Index Fds Mid Cap Etf (VO) 2.2 $79M +2% 340k 232.64
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $71M +2% 1.4M 51.05
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Sprott Physical Gold Tr Unit (PHYS) 1.7 $63M -2% 3.9M 15.93
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Ishares Tr 1 3 Yr Treas Bd (SHY) 1.6 $59M 714k 82.04
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Ishares Tr 0-3 Mnth Treasry (SGOV) 1.6 $59M +15% 584k 100.27
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $54M 124k 436.80
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.3 $49M 472k 102.88
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Amazon (AMZN) 1.2 $43M 285k 151.94
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $38M +3% 92k 409.52
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Ishares Tr Core S&p500 Etf (IVV) 1.0 $36M +4% 75k 477.63
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NVIDIA Corporation (NVDA) 1.0 $35M 71k 495.22
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.9 $34M +88% 370k 91.39
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Ishares Silver Tr Ishares (SLV) 0.8 $30M +26% 1.8M 16.05
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $29M -15% 606k 47.49
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Eli Lilly & Co. (LLY) 0.8 $28M 48k 582.92
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $25M +2% 305k 82.96
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $25M 70k 356.66
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Alphabet Cap Stk Cl C (GOOG) 0.7 $25M -2% 175k 140.93
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UnitedHealth (UNH) 0.7 $24M -4% 46k 526.47
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Meta Platforms Cl A (META) 0.6 $22M +2% 63k 353.96
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Spdr Gold Tr Gold Shs (GLD) 0.6 $22M 115k 191.17
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Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.6 $22M +19% 428k 51.15
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $22M 202k 108.25
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Tesla Motors (TSLA) 0.6 $21M 85k 247.60
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $21M 148k 139.69
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Johnson & Johnson (JNJ) 0.5 $19M 118k 156.74
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Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $18M +38% 108k 165.25
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.5 $18M +1029% 244k 72.03
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Abbvie (ABBV) 0.5 $17M 111k 154.97
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Thermo Fisher Scientific (TMO) 0.5 $17M 32k 530.79
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Broadcom (AVGO) 0.5 $17M +2% 15k 1116.22
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JPMorgan Chase & Co. (JPM) 0.4 $16M +2% 96k 170.10
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Boston Scientific Corporation (BSX) 0.4 $16M 271k 57.81
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First Tr Exchange-traded A Sml Cap Val Alph (FYT) 0.4 $15M 274k 54.39
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $15M +5% 197k 75.32
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Home Depot (HD) 0.4 $14M -4% 41k 346.55
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Ishares Tr Russell 2000 Etf (IWM) 0.4 $14M +29% 70k 200.71
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $14M -12% 89k 157.80
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McKesson Corporation (MCK) 0.4 $14M 30k 462.98
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Procter & Gamble Company (PG) 0.4 $13M -2% 91k 146.54
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.4 $13M +36% 553k 23.87
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Visa Com Cl A (V) 0.4 $13M +6% 50k 260.35
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Novo-nordisk A S Adr (NVO) 0.4 $13M +2% 126k 103.45
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $13M -50% 219k 58.33
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Ark Etf Tr Innovation Etf (ARKK) 0.3 $13M -4% 241k 52.37
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Embraer Sponsored Ads (ERJ) 0.3 $13M 682k 18.45
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Stryker Corporation (SYK) 0.3 $12M -10% 41k 299.46
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Exxon Mobil Corporation (XOM) 0.3 $12M -5% 123k 99.98
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $12M +8% 46k 262.26
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $11M -5% 53k 213.33
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Iqvia Holdings (IQV) 0.3 $11M -15% 49k 231.38
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $11M +9% 431k 25.73
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Kraneshares Tr Quadrtc Int Rt (IVOL) 0.3 $11M 533k 20.68
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AmerisourceBergen (COR) 0.3 $11M 53k 205.38
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Zoetis Cl A (ZTS) 0.3 $11M +7% 55k 197.37
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Pimco Etf Tr Active Bd Etf (BOND) 0.3 $11M 115k 92.45
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $11M -19% 45k 237.22
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $10M +7% 34k 303.17
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $10M 59k 170.40
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Mastercard Incorporated Cl A (MA) 0.3 $9.8M -11% 23k 426.51
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Walt Disney Company (DIS) 0.3 $9.7M +6% 108k 90.04
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Wal-Mart Stores (WMT) 0.3 $9.5M +4% 60k 157.65
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Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $9.3M +23% 23k 406.89
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $9.1M 74k 122.75
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Hca Holdings (HCA) 0.2 $9.1M 34k 270.68
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Merck & Co (MRK) 0.2 $8.8M -3% 80k 109.02
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Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.2 $8.4M -3% 330k 25.35
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $8.3M +18% 84k 98.59
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Regeneron Pharmaceuticals (REGN) 0.2 $8.3M +10% 9.4k 878.29
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $8.2M 57k 145.01
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Fidelity National Financial Fnf Group Com (FNF) 0.2 $8.1M -3% 159k 51.02
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.2 $8.1M -53% 163k 49.88
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Humana (HUM) 0.2 $8.0M -20% 18k 457.82
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Chevron Corporation (CVX) 0.2 $7.9M 53k 149.16
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Cisco Systems (CSCO) 0.2 $7.8M +2% 155k 50.52
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Ishares Msci World Etf (URTH) 0.2 $7.8M 59k 133.02
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Danaher Corporation (DHR) 0.2 $7.6M -29% 33k 231.34
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Coca-Cola Company (KO) 0.2 $7.6M -4% 129k 58.93
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $7.4M +5% 99k 75.35
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Pepsi (PEP) 0.2 $7.3M -5% 43k 169.84
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $7.2M -39% 94k 77.02
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McDonald's Corporation (MCD) 0.2 $7.2M +2% 24k 296.51
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Vanguard World Fds Health Car Etf (VHT) 0.2 $7.2M -20% 29k 250.70
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Philip Morris International (PM) 0.2 $6.9M 73k 94.08
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Tenet Healthcare Corp Com New (THC) 0.2 $6.9M +6% 91k 75.57
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $6.9M +9% 91k 75.10
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.2 $6.8M +45% 257k 26.57
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $6.8M +13% 58k 116.29
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Vanguard Index Fds Growth Etf (VUG) 0.2 $6.8M +15% 22k 310.87
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Fidelity National Information Services (FIS) 0.2 $6.7M 111k 60.07
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $6.7M +8% 141k 47.24
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Costco Wholesale Corporation (COST) 0.2 $6.6M 10k 660.05
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Williams Companies (WMB) 0.2 $6.6M -3% 189k 34.83
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Freeport-mcmoran CL B (FCX) 0.2 $6.5M 153k 42.57
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MPLX Com Unit Rep Ltd (MPLX) 0.2 $6.5M 177k 36.72
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.2 $6.5M +2% 262k 24.74
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Shell Spon Ads (SHEL) 0.2 $6.4M -3% 98k 65.80
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Sprott Fds Tr Uranium Miners E (URNM) 0.2 $6.4M -4% 132k 48.27
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International Business Machines (IBM) 0.2 $6.4M +7% 39k 163.55
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Amgen (AMGN) 0.2 $6.3M 22k 288.02
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $6.2M 201k 31.01
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Adobe Systems Incorporated (ADBE) 0.2 $6.2M +3% 10k 596.60
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $6.1M +2% 87k 70.35
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $6.1M -4% 69k 87.98
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $6.1M -2% 78k 77.73
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.2 $6.1M 127k 47.79
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Comcast Corp Cl A (CMCSA) 0.2 $5.8M +2% 133k 43.85
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salesforce (CRM) 0.2 $5.8M -26% 22k 263.14
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Intuitive Surgical Com New (ISRG) 0.2 $5.8M +45% 17k 337.36
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Caterpillar (CAT) 0.2 $5.8M 20k 295.68
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Kraneshares Tr Csi Chi Internet (KWEB) 0.2 $5.7M -44% 210k 27.00
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Intel Corporation (INTC) 0.2 $5.6M 112k 50.25
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Netflix (NFLX) 0.2 $5.6M 12k 486.89
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Marsh & McLennan Companies (MMC) 0.2 $5.6M 30k 189.47
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $5.6M -4% 100k 55.90
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $5.5M +10% 75k 73.55
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Icon SHS (ICLR) 0.2 $5.5M +155% 19k 283.07
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Kla Corp Com New (KLAC) 0.1 $5.5M -8% 9.4k 581.33
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $5.4M -23% 7.1k 756.92
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United Parcel Service CL B (UPS) 0.1 $5.3M +20% 34k 157.23
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Qualcomm (QCOM) 0.1 $5.3M 36k 144.63
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Etf Ser Solutions Aam Lw Dur Pfd (PFLD) 0.1 $5.2M 251k 20.89
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Ishares Tr Msci India Etf (INDA) 0.1 $5.2M -4% 106k 48.81
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BP Sponsored Adr (BP) 0.1 $5.1M -3% 143k 35.40
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $5.0M +81% 104k 48.45
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Novartis Sponsored Adr (NVS) 0.1 $4.9M +8% 49k 100.97
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Blackstone Group Inc Com Cl A (BX) 0.1 $4.9M +33% 37k 130.92
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Applied Materials (AMAT) 0.1 $4.9M +5% 30k 162.07
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Abbott Laboratories (ABT) 0.1 $4.9M +5% 44k 110.07
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Goldman Sachs (GS) 0.1 $4.8M -2% 13k 385.78
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Medtronic SHS (MDT) 0.1 $4.8M -11% 59k 82.38
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Ishares Tr National Mun Etf (MUB) 0.1 $4.8M +320% 44k 108.41
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Honeywell International (HON) 0.1 $4.8M +7% 23k 209.71
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Sanofi Sponsored Adr (SNY) 0.1 $4.8M +27% 96k 49.73
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Select Sector Spdr Tr Energy (XLE) 0.1 $4.7M -10% 56k 83.84
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Ishares Tr Core Msci Intl (IDEV) 0.1 $4.7M +5% 74k 63.66
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Apellis Pharmaceuticals (APLS) 0.1 $4.7M 78k 59.86
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Bank of America Corporation (BAC) 0.1 $4.7M -6% 139k 33.67
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Iac Com New (IAC) 0.1 $4.6M 88k 52.38
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Boeing Company (BA) 0.1 $4.6M -2% 18k 260.66
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Oracle Corporation (ORCL) 0.1 $4.6M 43k 105.43
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Ishares Core Msci Emkt (IEMG) 0.1 $4.5M +4% 90k 50.58
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Astrazeneca Sponsored Adr (AZN) 0.1 $4.5M +11% 67k 67.35
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $4.5M -5% 468k 9.68
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Advanced Micro Devices (AMD) 0.1 $4.5M 31k 147.41
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $4.5M +8% 81k 54.98
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Tc Energy Corp (TRP) 0.1 $4.5M 114k 39.10
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $4.4M -7% 38k 115.03
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Linde SHS (LIN) 0.1 $4.4M -3% 11k 410.71
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Micron Technology (MU) 0.1 $4.4M 51k 85.34
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.1 $4.4M +5% 128k 34.03
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Proshares Tr K1 Fre Crd Oil (OILK) 0.1 $4.3M +76% 103k 42.10
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International Flavors & Fragrances (IFF) 0.1 $4.3M 53k 80.97
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Verizon Communications (VZ) 0.1 $4.3M +15% 114k 37.70
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FedEx Corporation (FDX) 0.1 $4.3M -2% 17k 252.98
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Trip Com Group Ads (TCOM) 0.1 $4.1M -5% 115k 36.01
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Automatic Data Processing (ADP) 0.1 $4.1M +5% 18k 232.96
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $4.1M -4% 15k 277.15
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $4.1M +3% 12k 350.90
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $4.1M +3% 30k 136.38
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Scotts Miracle-gro Cl A (SMG) 0.1 $4.0M -2% 63k 63.75
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Las Vegas Sands (LVS) 0.1 $4.0M -3% 82k 49.21
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At&t (T) 0.1 $4.0M -24% 239k 16.78
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Ishares Msci Singpor Etf (EWS) 0.1 $4.0M -2% 215k 18.70
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Totalenergies Se Sponsored Ads (TTE) 0.1 $4.0M +7% 59k 67.38
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $3.9M 35k 114.04
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $3.9M -30% 38k 104.00
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Ishares Tr China Lg-cap Etf (FXI) 0.1 $3.9M NEW 164k 24.03
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Tetra Tech (TTEK) 0.1 $3.9M +3% 23k 166.93
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Public Service Enterprise (PEG) 0.1 $3.9M 64k 61.15
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Northrop Grumman Corporation (NOC) 0.1 $3.9M +12% 8.3k 468.16
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Uber Technologies (UBER) 0.1 $3.9M +3% 63k 61.57
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Pfizer (PFE) 0.1 $3.8M -15% 132k 28.79
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Lowe's Companies (LOW) 0.1 $3.8M -3% 17k 222.54
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $3.7M -31% 110k 34.01
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ConocoPhillips (COP) 0.1 $3.7M +3% 32k 116.07
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $3.7M +1102% 37k 99.25
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Union Pacific Corporation (UNP) 0.1 $3.7M +4% 15k 245.62
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Akamai Technologies (AKAM) 0.1 $3.6M +7% 31k 118.35
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Vanguard World Fds Energy Etf (VDE) 0.1 $3.6M -32% 31k 117.28
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ConAgra Foods (CAG) 0.1 $3.6M 125k 28.66
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First Tr Value Line Divid In SHS (FVD) 0.1 $3.6M 88k 40.56
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Walgreen Boots Alliance (WBA) 0.1 $3.6M -2% 136k 26.11
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AES Corporation (AES) 0.1 $3.5M +9% 184k 19.25
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Bunge Global Sa Com Shs (BG) 0.1 $3.5M NEW 35k 100.95
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ABM Industries (ABM) 0.1 $3.5M -3% 79k 44.83
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Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.1 $3.5M +3% 66k 53.01
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Cadence Design Systems (CDNS) 0.1 $3.5M -2% 13k 272.37
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SYSCO Corporation (SYY) 0.1 $3.5M -2% 47k 73.13
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Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $3.4M +13% 242k 14.27
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Kenvue (KVUE) 0.1 $3.4M +10% 158k 21.53
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Wells Fargo & Company (WFC) 0.1 $3.4M +2% 69k 49.22
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $3.4M +5% 54k 61.90
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Booking Holdings (BKNG) 0.1 $3.4M +14% 945.00 3547.22
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Sherwin-Williams Company (SHW) 0.1 $3.3M +182% 11k 311.91
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General Electric Com New (GE) 0.1 $3.3M 26k 127.63
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Canadian Natural Resources (CNQ) 0.1 $3.3M -2% 51k 65.52
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Sap Se Spon Adr (SAP) 0.1 $3.3M +8% 21k 154.59
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Aon Shs Cl A (AON) 0.1 $3.3M 11k 291.01
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $3.2M +292% 57k 56.14
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Intuit (INTU) 0.1 $3.2M +8% 5.1k 625.05
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Raytheon Technologies Corp (RTX) 0.1 $3.2M +8% 38k 84.14
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Select Sector Spdr Tr Technology (XLK) 0.1 $3.2M +15% 16k 192.48
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CSX Corporation (CSX) 0.1 $3.1M +31% 90k 34.67
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EQT Corporation (EQT) 0.1 $3.1M -2% 80k 38.66
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Southwestern Energy Company (SWN) 0.1 $3.1M -4% 474k 6.55
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $3.1M +108% 29k 104.46
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MDU Resources (MDU) 0.1 $3.1M +12% 155k 19.80
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Under Armour Cl A (UAA) 0.1 $3.1M 348k 8.79
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $3.0M +19% 107k 28.23
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Starwood Property Trust (STWD) 0.1 $3.0M -2% 144k 21.02
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Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $3.0M NEW 60k 50.70
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Hilton Worldwide Holdings (HLT) 0.1 $3.0M +8% 17k 182.08
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Kkr & Co (KKR) 0.1 $3.0M 36k 82.85
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Analog Devices (ADI) 0.1 $3.0M +24% 15k 198.57
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Royal Caribbean Cruises (RCL) 0.1 $3.0M 23k 129.49
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Lauder Estee Cos Cl A (EL) 0.1 $3.0M +613% 20k 146.25
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Pimco Etf Tr Multisector Bd (PYLD) 0.1 $2.9M 115k 25.67
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Servicenow (NOW) 0.1 $2.9M +14% 4.1k 706.49
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Apartment Income Reit Corp (AIRC) 0.1 $2.9M 84k 34.73
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.9M 79k 36.96
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Starbucks Corporation (SBUX) 0.1 $2.9M 30k 96.01
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BlackRock (BLK) 0.1 $2.9M -3% 3.6k 811.83
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Lamar Advertising Cl A (LAMR) 0.1 $2.9M -3% 27k 106.28
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Bristol Myers Squibb (BMY) 0.1 $2.8M -8% 55k 51.31
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Ishares Tr Global 100 Etf (IOO) 0.1 $2.8M -3% 35k 80.52
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S&p Global (SPGI) 0.1 $2.8M +18% 6.4k 440.50
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Lockheed Martin Corporation (LMT) 0.1 $2.8M +4% 6.1k 453.27
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Equinix (EQIX) 0.1 $2.8M +6% 3.4k 805.31
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National Fuel Gas (NFG) 0.1 $2.7M +36% 55k 50.17
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Mister Car Wash (MCW) 0.1 $2.7M -2% 316k 8.64
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Ishares Tr Select Divid Etf (DVY) 0.1 $2.7M -5% 23k 117.22
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Cme (CME) 0.1 $2.7M +5% 13k 210.61
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Match Group (MTCH) 0.1 $2.7M 73k 36.50
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Pacer Fds Tr Developed Mrkt (ICOW) 0.1 $2.7M -2% 85k 31.24
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Cameco Corporation (CCJ) 0.1 $2.7M -4% 62k 43.10
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Orange Sponsored Adr (ORAN) 0.1 $2.7M +9% 232k 11.43
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $2.6M +17% 88k 29.84
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Nike CL B (NKE) 0.1 $2.6M +8% 24k 108.57
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Eaton Corp SHS (ETN) 0.1 $2.6M +9% 11k 240.82
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Carrier Global Corporation (CARR) 0.1 $2.6M +51% 45k 57.45
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Nextera Energy (NEE) 0.1 $2.6M 42k 60.74
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Waste Management (WM) 0.1 $2.6M 14k 179.10
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Past Filings by Simplicity Solutions

SEC 13F filings are viewable for Simplicity Solutions going back to 2014

View all past filings