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Simplify Exchange Traded Fun shares owned by SlateStone Wealth

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) shares owned by SlateStone Wealth from 13F filings

Historical chart of SlateStone Wealth investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by SlateStone Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by SlateStone Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 165k 22.91

More positions owned by SlateStone Wealth

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
iShares USA Quality Fctr Etf (QUAL)
Vanguard Index Funds EXTEND MK Etf (VXF)
Alphabet Inc Class A cs (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
iShares Russell 1000 Growth ET Etf (IWF)
Caterpillar (CAT)
Berkshire Hathaway (BRK.B)
Amphenol Corporation (APH)
iShares Russell 1000 Val ETF Etf (IWD)
iShares 20 Yr Tr Bond ETF Etf (TLT)
Pepsi (PEP)

View all positions for SlateStone Wealth

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Altiora Financial Group
LPL Financial
Park Edge Advisors
Insight Wealth Strategies
Wealth Enhancement Advisory Services
Commonwealth Equity Services
NewEdge Wealth
Prime Capital Investment Advisors
Flagship Harbor Advisors
Goss Wealth Management
Kensington Asset Management
Mid-American Wealth Advisory Group
Steward Partners Investment Advisory
Security National Bank

View all funds holding Simplify Exchange Traded Fun