Simplicity Wealth »

Northern Lts Fd Tr Iii Hcm Defender 500 Index Etf shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Northern Lts Fd Tr Iii Hcm Defender 500 Index Etf (LGH) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Northern Lts Fd Tr Iii Hcm Defender 500 Index Etf

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iii Hcm Defender 500 Index Etf held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Northern Lts Fd Tr Iii Hcm Defender 500 Index Etf by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 49k 60.40
2025-06-30 $5.4M 100k 54.44
2025-03-31 $2.8M 58k 48.29

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Microsoft Corporation (MSFT)
Apple (AAPL)
American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Northern Lts Fd Tr Iii Hcm Defender 500 Index Etf

Howard Capital Management
Envestnet Asset Management
Cetera Investment Advisers
CLS Investments
J.w. Cole Advisors
Wealth Watch Advisors
Cambridge Investment Research Advisors
Optivise Advisory Services
J2 Capital Management
LPL Financial
Lifestyle Asset Management
Simplicity Wealth
Discipline Wealth Solutions
Atria Wealth Solutions
Money Concepts Capital Corp

View all funds holding Northern Lts Fd Tr Iii Hcm Defender 500 Index Etf