SI
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SIMS INVESTMENT MANAGEMENT, LLC13F | |
| SIMS INVESTMENT MANAGEMENT, LLC | |
| Last update 2025-04-24 | 41 Stocks (8 new) |
| Value $224.00 Mil | Turnover 26 % |
SIMS INVESTMENT MANAGEMENT, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 3,096,635 | 68,373.7 | +43.10% | 30.560 | +9.20% | 0.140 | +20.12% | +8.10% | 57,122.4 | ||
SCHA | Schwab U.S. Small-Cap ETF | 1,811,711 | 42,448.4 | +28.16% | 18.970 | +4.17% | 0.260 | +19.92% | +1.88% | 17,833.0 | ||
SCHD | Schwab US Dividend Equity ETF | 622,799 | 17,413.5 | +56.93% | 7.780 | +2.82% | 0.020 | +8.13% | +1.59% | 71,133.2 | ||
QYLD |
Recon Capital NASDAQ-100 Covered Call ETF
Recon Capital NASDAQ-100 Covered Call ETF
| 990,436 | 16,471.0 | +31.11% | 7.360 | +1.75% | 0.200 | +8.05% | -2.12% | 8,291.3 | ||
XYLD | Global X S&P 500 Covered Call ETF | 347,458 | 13,721.1 | +27.42% | 6.130 | +1.32% | 0.440 | +6.07% | -1.50% | 3,096.3 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 387,558 | 9,433.1 | +9.83% | 4.220 | +0.38% | 0.090 | +0.86% | +3.17% | 10,966.2 | ||
QQQM | Invesco NASDAQ 100 ETF | 35,222 | 6,798.6 | +67.59% | 3.040 | +1.23% | 0.020 | +26.44% | +10.13% | 55,086.9 | ||
JHSC |
John Hancock Multifactor Small Cap ETF
John Hancock Multifactor Small Cap ETF
| 168,718 | 6,288.6 | +117.51% | 2.810 | +1.52% | 1.300 | +16.38% | +1.88% | 556.2 | ||
QQQ | INVESCO QQQ Trust | 12,941 | 6,068.5 | +24.40% | 2.710 | +0.53% | 0.000 | +26.41% | +10.07% | 357,853.0 | ||
IJS | iShares S&P Small-Cap 600 Value ETF | 56,324 | 5,490.5 | -1.23% | 2.450 | -0.04% | 0.090 | +17.75% | -3.50% | 6,310.8 |
SIMS INVESTMENT MANAGEMENT, LLC's Historical Top Holdings Breakdowns
SIMS INVESTMENT MANAGEMENT, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Add Add | +9.20% | 21.75 ($23.28) 24.28 | $24.91 | 7.00% | Add 43.1% | 3,096,635 | 932,616 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Add Add | +4.17% | 23.16 ($25.49) 27.04 | $26.20 | 2.79% | Add 28.16% | 1,811,711 | 398,101 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +2.82% | 27.01 ($27.88) 28.54 | $27.24 | -2.30% | Add 56.93% | 622,799 | 225,930 | |
QYLD |
Recon Capital NASDAQ-100 Covered Call ETF
Recon Capital NASDAQ-100 Covered Call ETF
| 2025-03-31 | Add Add | +1.75% | 16.57 ($17.94) 18.85 | $16.64 | -7.25% | Add 31.11% | 990,436 | 234,990 | |
JHSC |
John Hancock Multifactor Small Cap ETF
John Hancock Multifactor Small Cap ETF
| 2025-03-31 | Add Add | +1.52% | 36.26 ($39.62) 41.89 | $40.30 | 1.73% | Add 117.51% | 168,718 | 91,150 | |
XYLD | Global X S&P 500 Covered Call ETF | 2025-03-31 | Add Add | +1.32% | 39.02 ($41.5) 42.89 | $38.71 | -6.72% | Add 27.42% | 347,458 | 74,769 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | Add Add | +1.23% | 192.82 ($209.18) 222.1 | $231.05 | 10.46% | Add 67.59% | 35,222 | 14,205 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.53% | 468.34 ($508.07) 539.52 | $561.25 | 10.47% | Add 24.4% | 12,941 | 2,538 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-03-31 | Add Add | +0.38% | 24.1 ($24.21) 24.34 | $24.31 | 0.41% | Add 9.83% | 387,558 | 34,681 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.36% | 77.7 ($78.41) 78.94 | $79.37 | 1.22% | Add 57.72% | 27,982 | 10,240 |
SIMS INVESTMENT MANAGEMENT, LLC Total Holding History ($B)
SIMS INVESTMENT MANAGEMENT, LLC's Asset Allocation
SIMS INVESTMENT MANAGEMENT, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SIMS INVESTMENT MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31
SIMS INVESTMENT MANAGEMENT, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SIMS INVESTMENT MANAGEMENT, LLC's Holdings Heat Map
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SIMS INVESTMENT MANAGEMENT, LLC's Holdings Bubble Chart
SIMS INVESTMENT MANAGEMENT, LLC News
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