SIMA Wealth Partners

SIMA Wealth Partners as of March 31, 2025

Portfolio Holdings for SIMA Wealth Partners

SIMA Wealth Partners holds 184 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 15.4 $19M 33k 561.89
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 7.1 $8.6M 106k 80.37
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 6.8 $8.2M 263k 31.23
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 6.7 $8.1M 326k 24.86
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 6.6 $8.0M 125k 63.72
Ishares Tr Usd Inv Grde Etf (USIG) 6.5 $7.9M 154k 51.08
Ishares Tr Mbs Etf (MBB) 6.2 $7.5M 80k 93.78
J P Morgan Exchange Traded F Active Value Etf (JAVA) 5.0 $6.1M 96k 63.54
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.4 $4.2M 160k 25.89
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.3 $4.0M 79k 51.07
Ishares Tr S&p 500 Grwt Etf (IVW) 3.1 $3.8M 41k 92.83
Ishares Tr S&p 500 Val Etf (IVE) 2.8 $3.3M 17k 190.58
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.7 $3.3M 134k 24.34
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.2 $2.6M 50k 52.37
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.8 $2.1M 41k 51.18
Vanguard Index Fds Value Etf (VTV) 1.6 $1.9M 11k 172.74
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.5 $1.8M 67k 26.58
Ishares Tr Core Msci Eafe (IEFA) 1.3 $1.6M 21k 75.65
Philip Morris International (PM) 1.0 $1.2M 7.7k 158.73
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $1.0M 41k 25.04
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.0M 38k 26.20
Ishares Tr National Mun Etf (MUB) 0.8 $968k 9.2k 105.44
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $615k 11k 58.35
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.5 $566k 2.7k 210.94
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $542k 2.9k 188.18
Altria (MO) 0.4 $519k 8.7k 60.02
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $510k 2.0k 258.62
Ishares Tr Core Msci Intl (IDEV) 0.4 $504k 7.3k 68.89
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $470k 7.9k 59.75
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $384k 8.3k 46.31
Ishares Core Msci Emkt (IEMG) 0.3 $374k 6.9k 53.97
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.3 $373k 4.5k 82.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $363k 18k 19.78
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $360k 3.4k 104.56
Southern Company (SO) 0.3 $348k 3.8k 91.95
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $338k 12k 27.96
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $315k 6.0k 52.52
Ishares Tr Core Msci Total (IXUS) 0.3 $312k 4.5k 69.81
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $312k 7.9k 39.37
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $289k 8.0k 36.29
McDonald's Corporation (MCD) 0.2 $289k 925.00 312.37
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $276k 1.6k 170.89
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $258k 5.1k 50.83
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $232k 2.5k 93.67
Cummins (CMI) 0.2 $216k 690.00 313.44
Johnson & Johnson (JNJ) 0.2 $216k 1.3k 165.84
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $209k 3.2k 66.34
Apple (AAPL) 0.2 $208k 938.00 222.13
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $204k 8.9k 22.98
Constellation Energy (CEG) 0.1 $168k 834.00 201.60
Broadcom (AVGO) 0.1 $167k 1.0k 167.43
Ishares Tr Rus 1000 Etf (IWB) 0.1 $165k 539.00 306.76
Norfolk Southern (NSC) 0.1 $161k 680.00 236.85
Amazon (AMZN) 0.1 $145k 764.00 190.26
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $137k 1.7k 82.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $137k 257.00 532.58
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $128k 354.00 361.09
Chesapeake Utilities Corporation (CPK) 0.1 $126k 985.00 128.37
Ishares Tr U.s. Tech Etf (IYW) 0.1 $126k 900.00 140.44
Exelon Corporation (EXC) 0.1 $126k 2.7k 46.07
Ishares Tr Msci Eafe Etf (EFA) 0.1 $118k 1.4k 81.75
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $113k 2.8k 40.77
eBay (EBAY) 0.1 $102k 1.5k 67.73
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $99k 1.2k 83.26
Emerson Electric (EMR) 0.1 $99k 899.00 109.64
Mondelez Intl Cl A (MDLZ) 0.1 $97k 1.4k 67.84
Vanguard Index Fds Small Cp Etf (VB) 0.1 $94k 423.00 221.99
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $92k 3.3k 27.57
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $91k 775.00 117.49
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $89k 745.00 119.74
Procter & Gamble Company (PG) 0.1 $86k 506.00 170.42
Spdr Gold Tr Gold Shs (GLD) 0.1 $79k 273.00 288.14
Danaher Corporation (DHR) 0.1 $78k 380.00 205.00
Parker-Hannifin Corporation (PH) 0.1 $77k 127.00 607.85
Stryker Corporation (SYK) 0.1 $76k 205.00 372.25
Occidental Petroleum Corporation (OXY) 0.1 $74k 1.5k 49.36
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $73k 537.00 135.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $73k 141.00 514.96
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $70k 559.00 124.54
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.1 $67k 1.6k 41.42
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $64k 747.00 85.07
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $58k 473.00 122.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $58k 1.3k 45.26
Union Pacific Corporation (UNP) 0.0 $54k 230.00 236.24
UnitedHealth (UNH) 0.0 $52k 100.00 523.75
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.0 $48k 1.7k 28.58
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $43k 550.00 78.96
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $43k 440.00 97.53
Coca-Cola Company (KO) 0.0 $42k 585.00 71.62
Dominion Resources (D) 0.0 $42k 745.00 56.05
Mastercard Incorporated Cl A (MA) 0.0 $41k 75.00 548.12
CarMax (KMX) 0.0 $39k 502.00 77.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $37k 1.7k 21.53
Visa Com Cl A (V) 0.0 $35k 100.00 350.46
Brink's Company (BCO) 0.0 $34k 396.00 86.27
Exxon Mobil Corporation (XOM) 0.0 $33k 280.00 118.93
Ea Series Trust Freedom 100 Em (FRDM) 0.0 $33k 939.00 35.05
General Dynamics Corporation (GD) 0.0 $33k 120.00 272.58
Vanguard World Inf Tech Etf (VGT) 0.0 $33k 60.00 542.38
Duke Energy Corp Com New (DUK) 0.0 $31k 258.00 121.83
International Business Machines (IBM) 0.0 $31k 125.00 248.66
Verizon Communications (VZ) 0.0 $31k 682.00 45.36
Alphabet Cap Stk Cl A (GOOGL) 0.0 $31k 198.00 154.69
Microsoft Corporation (MSFT) 0.0 $30k 80.00 376.54
Markel Corporation (MKL) 0.0 $30k 16.00 1869.62
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.0 $29k 362.00 79.46
Fastenal Company (FAST) 0.0 $28k 364.00 77.55
Atlantic Union B (AUB) 0.0 $28k 887.00 31.13
United Parcel Service CL B (UPS) 0.0 $27k 242.00 109.93
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $26k 1.1k 23.44
Vanguard World Financials Etf (VFH) 0.0 $25k 212.00 119.47
At&t (T) 0.0 $25k 886.00 28.30
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $25k 1.1k 22.07
City Holding Company (CHCO) 0.0 $24k 205.00 117.47
Johnson Ctls Intl SHS (JCI) 0.0 $22k 275.00 80.11
Abbvie (ABBV) 0.0 $21k 100.00 209.52
Tc Energy Corp (TRP) 0.0 $20k 425.00 47.21
Kinsale Cap Group (KNSL) 0.0 $20k 40.00 486.73
3M Company (MMM) 0.0 $19k 132.00 146.86
Howmet Aerospace (HWM) 0.0 $18k 142.00 129.44
Proshares Tr Ultrashrt S&p500 0.0 $17k 800.00 21.46
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $17k 174.00 95.37
Ishares Tr Russell 2000 Etf (IWM) 0.0 $16k 82.00 199.50
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $16k 196.00 80.65
Anthem (ELV) 0.0 $16k 36.00 434.97
Vanguard World Health Car Etf (VHT) 0.0 $16k 59.00 264.75
Ishares Tr Core Div Grwth (DGRO) 0.0 $16k 252.00 61.78
Pfizer (PFE) 0.0 $15k 604.00 25.34
Kraft Heinz (KHC) 0.0 $15k 497.00 30.44
Northwest Bancshares (NWBI) 0.0 $15k 1.3k 12.02
Coinbase Global Com Cl A (COIN) 0.0 $15k 87.00 172.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $15k 54.00 274.85
Owens & Minor (ACH) 0.0 $14k 1.5k 9.03
Abbott Laboratories (ABT) 0.0 $13k 100.00 132.65
Smucker J M Com New (SJM) 0.0 $13k 111.00 118.41
Veralto Corp Com Shs (VLTO) 0.0 $12k 126.00 97.45
Dow (DOW) 0.0 $12k 344.00 34.89
Mfs Charter Income Tr Sh Ben Int 0.0 $11k 1.8k 6.27
Pepsi (PEP) 0.0 $11k 72.00 149.94
International Paper Company (IP) 0.0 $11k 200.00 53.35
Smurfit Westrock SHS (SW) 0.0 $10k 225.00 45.06
General Motors Company (GM) 0.0 $10k 212.00 47.03
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $9.7k 38.00 255.55
Renaissance Cap Greenwich Ipo Etf (IPO) 0.0 $9.4k 250.00 37.58
Ford Motor Company (F) 0.0 $9.1k 904.00 10.03
Whirlpool Corporation (WHR) 0.0 $9.0k 100.00 90.13
Fortive (FTV) 0.0 $9.0k 123.00 73.19
Highwoods Properties (HIW) 0.0 $8.9k 300.00 29.64
Dupont De Nemours 0.0 $8.9k 119.00 74.61
British Amern Tob Sponsored Adr (BTI) 0.0 $8.7k 210.00 41.37
Tesla Motors (TSLA) 0.0 $8.3k 32.00 259.19
Peak (DOC) 0.0 $8.1k 400.00 20.22
NVIDIA Corporation (NVDA) 0.0 $7.6k 70.00 108.39
Corteva (CTVA) 0.0 $7.2k 114.00 63.14
Suburban Propane Partners L Unit Ltd Partn (SPH) 0.0 $6.8k 325.00 21.01
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $6.6k 150.00 43.70
Vanguard Index Fds Growth Etf (VUG) 0.0 $6.4k 17.00 376.18
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $6.1k 75.00 81.76
Stanley Black & Decker (SWK) 0.0 $5.8k 75.00 76.88
Marvell Technology (MRVL) 0.0 $5.3k 85.00 61.85
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.0 $5.0k 181.00 27.67
Hershey Company (HSY) 0.0 $4.6k 27.00 171.04
Udr (UDR) 0.0 $4.5k 100.00 45.17
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $4.3k 46.00 92.80
Hanesbrands (HBI) 0.0 $4.0k 700.00 5.77
Advance Auto Parts (AAP) 0.0 $3.9k 100.00 39.21
Goodyear Tire & Rubber Company (GT) 0.0 $3.7k 400.00 9.24
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $3.1k 60.00 51.95
Meta Platforms Cl A (META) 0.0 $2.9k 5.00 576.40
Intel Corporation (INTC) 0.0 $2.3k 100.00 22.71
South Bow Corp (SOBO) 0.0 $2.2k 85.00 25.53
Warner Bros Discovery Com Ser A (WBD) 0.0 $2.0k 189.00 10.73
Invesco SHS (IVZ) 0.0 $1.9k 125.00 15.18
Vontier Corporation (VNT) 0.0 $1.6k 49.00 32.86
Alcoa (AA) 0.0 $1.5k 48.00 30.29
Solventum Corp Com Shs (SOLV) 0.0 $1.3k 17.00 76.06
Pluri Com New (PLUR) 0.0 $1.1k 250.00 4.30
Baker Hughes Company Cl A (BKR) 0.0 $779.000400 18.00 43.28
Kyndryl Hldgs Common Stock (KD) 0.0 $660.000600 21.00 31.43
Viatris (VTRS) 0.0 $632.001600 72.00 8.78
Nrg Energy Com New (NRG) 0.0 $452.000000 5.00 90.40
Adient Ord Shs (ADNT) 0.0 $348.000300 27.00 12.89
Wabtec Corporation (WAB) 0.0 $182.000000 1.00 182.00
Clover Health Investments Com Cl A (CLOV) 0.0 $180.000000 50.00 3.60