Sims Investment Management

Sims Investment Management as of Dec. 31, 2024

Portfolio Holdings for Sims Investment Management

Sims Investment Management holds 37 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Us Large Cap Etf Etf (SCHX) 28.4 $50M 2.2M 23.18
Schwab Us Small Cap Etf Etf (SCHA) 20.7 $37M 1.4M 25.86
Global X Fund Glb X Nsdq100 Cvd Etf Etf (QYLD) 7.8 $14M 755k 18.22
Global X S&p 500 Coveredcall Etf Etf (XYLD) 6.5 $11M 273k 41.90
Schwab Us Dividend Equity Etf Etf (SCHD) 6.1 $11M 397k 27.32
Schwab Short Term Us Treasury Etf Etf (SCHO) 4.8 $8.5M 353k 24.06
Ishares S&p Small Cap 600 Etf Etf (IJS) 3.5 $6.2M 57k 108.61
Eaton Vance Tax Managed Closed End Fund (ETV) 3.2 $5.7M 393k 14.41
Invsc Qqq Trust Srs 1 Etf Etf (QQQ) 3.0 $5.3M 10k 511.25
Invesco Nasdaq 100 Etf Etf (QQQM) 2.5 $4.4M 21k 210.45
John Hncck Mltfctr Sml Cp Etf Etf (JHSC) 1.7 $3.1M 78k 39.74
Tesla Etf (TSLA) 1.3 $2.3M 5.6k 403.84
Uber Technologies Etf (UBER) 1.2 $2.2M 37k 60.32
Vaneck Semiconductor Etf Etf (SMH) 1.0 $1.8M 7.6k 242.16
Eaton Vance Tax Mgd Buy Closed End Fund (ETB) 0.9 $1.5M 100k 15.00
Viad Corp Stock (PRSU) 0.8 $1.4M 34k 42.51
Vanguard Short Term Cor Bd Etf Etf (VCSH) 0.8 $1.4M 18k 78.01
Carnival Corp F Stock (CCL) 0.8 $1.3M 54k 24.92
Vanguard S&p 500 Etf Etf (VOO) 0.7 $1.3M 2.4k 538.72
Direxion Daily Small Capbull 3x Etf Etf (TNA) 0.7 $1.3M 30k 41.88
Nuveen S&p500 Buy-write Closed End Fund (BXMX) 0.5 $839k 60k 13.99
American Finl Group Stock (AFG) 0.4 $796k 5.8k 136.93
Spdr Dow Jones Industrial Avrg Etf @ Etf (DIA) 0.4 $760k 1.8k 425.50
Berkshire Hathaway Class B Stock (BRK.B) 0.3 $577k 1.3k 453.28
Unitedhealth Group Etf (UNH) 0.3 $522k 1.0k 505.86
Vanguard Information Technolo Etf Iv Etf (VGT) 0.2 $438k 704.00 621.80
Vanguard Total Bond Market Etf Etf (BND) 0.2 $390k 5.4k 71.91
Royal Caribbean Group F Stock (RCL) 0.2 $346k 1.5k 230.69
Disney Walt Stock (DIS) 0.2 $313k 2.8k 111.35
Advance Auto Pts Stock (AAP) 0.2 $309k 6.5k 47.29
Apple Stock (AAPL) 0.2 $289k 1.2k 250.35
Vanguard Small Cap Etf Etf (VB) 0.2 $273k 1.1k 240.20
At&t Stock (T) 0.1 $148k 6.5k 22.77
General Mtrs Stock (GM) 0.1 $133k 2.5k 53.27
Exp World Hldgs Stock (EXPI) 0.1 $121k 11k 11.51
Procter & Gamble Stock (PG) 0.1 $112k 667.00 167.64
Us Global Jets Etf Etf (JETS) 0.0 $49k 1.9k 25.35