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Simplicity Solutions, LLC

13F
Simplicity Solutions, LLC
Last update 2024-01-29 1068 Stocks (128 new)
Value $3.66 Bil Turnover 11 %
Countries:
Top Holdings: MRTX(5.04%)AAPL(3.37%)VV(3.36%)CEF(3.15%)MSFT(2.42%)
Portfolio Report
Summary Stock Picks Current Portfolio
Simplicity Solutions, LLC Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MRTX 		Mirati Therapeutics Inc
3,135,973
184238.410
New Holding
5.040
+5.04%
4.470
+5.58%
-0.09%
4117.670
Biotechnology
AAPL 		Apple Inc
640,436
123303.190
+3.09%
3.370
+0.10%
0.000
+3.52%
-5.42%
3580182.678
Hardware
VV 		Vanguard Large Cap ETF
563,696
122970.200
+4.11%
3.360
+0.13%
0.410
+1.43%
-0.83%
37229.012
 
CEF 		Sprott Physical Gold and Silver Trust
6,018,612
115256.420
-3.75%
3.150
-0.13%
2.800
+1.54%
+5.47%
5053.504
Asset Management
MSFT 		Microsoft Corp
235,432
88531.840
+2.97%
2.420
+0.07%
0.000
+0.95%
-0.60%
3114843.301
Software
SPY 		S&P 500 ETF TRUST ETF
184,768
87822.190
+2.69%
2.400
+0.06%
0.020
+1.10%
-0.95%
620239.104
 
VTV 		Vanguard Value ETF
555,546
83054.150
-1.01%
2.270
-0.03%
0.080
-3.31%
-0.93%
125337.449
 
VO 		Vanguard Mid-Cap ETF
340,242
79153.920
+2.92%
2.160
+0.06%
0.140
+0.14%
-0.50%
69248.226
 
VTEB 		Vanguard Tax-Exempt Bond ETF
1,392,376
71080.810
+2.60%
1.940
+0.05%
0.260
-1.49%
-0.84%
34867.418
 
PHYS 		Sprott Physical Gold Trust
3,943,738
62823.750
-2.43%
1.720
-0.05%
0.980
+1.52%
+2.93%
17343.280
Asset Management

Simplicity Solutions, LLC's Historical Top Holdings Breakdowns

Simplicity Solutions, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MRTX Mirati Therapeutics Inc2023-12-31New Buy
+5.04%
●
41.99 ($56.22) 62.38
$58.70
4.41%
New holding
3,135,973
3,135,973
VV 		Vanguard Large Cap ETF2023-03-31Add
+3.53%
●
172.11 ($181.44) 189.61
$267.46
47.41%
Add 6931.82%
729,622
719,246
AAPL 		Apple Inc2023-03-31Add
+3.06%
●
125.02 ($147.55) 164.9
$236.85
60.52%
Add 384.21%
892,938
708,527
CEF 		Sprott Physical Gold and Silver Trust2023-03-31Add
+2.72%
●
16.6 ($17.94) 18.91
$25.06
39.69%
Add 876.75%
6,111,573
5,485,867
SPY 		S&P 500 ETF TRUST ETF2023-03-31Add
+2.60%
●
377.94 ($397.73) 415.2
$580.49
45.95%
Add 2417.55%
252,158
242,142
VO 		Vanguard Mid-Cap ETF2023-03-31Add
+2.33%
●
200.2 ($212.08) 225.13
$262.82
23.92%
Add 2921.62%
435,294
420,888
VTV 		Vanguard Value ETF2023-03-31Add
+2.12%
●
131.93 ($139.55) 144.07
$167.73
20.19%
Add 12303.18%
592,004
587,231
PHYS 		Sprott Physical Gold Trust2023-03-31Add
+1.59%
●
13.96 ($14.66) 15.6
$20.73
41.41%
Add 13911.87%
3,954,569
3,926,346
SHY 		iShares 1-3 Year Treasury Bond ETF2023-03-31New Buy
+1.57%
●
80.33 ($81.19) 82.34
$81.83
0.79%
New holding
727,786
727,786
QQQ 		INVESCO QQQ Trust2023-03-31Add
+1.43%
●
261.18 ($294.67) 320.93
$507.21
72.13%
Add 1204.31%
184,534
170,386

Simplicity Solutions, LLC Total Holding History ($B)

To

Simplicity Solutions, LLC's Asset Allocation

To

Simplicity Solutions, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Simplicity Solutions, LLC's Hypothetical Growth since 2023-12-31

Simplicity Solutions, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Simplicity Solutions, LLC's Holdings Heat Map

Size field:

Simplicity Solutions, LLC's Holdings Bubble Chart

Simplicity Solutions, LLC News

  • 1

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