Sims Investment Management, LLC Top Holdings and 13F Report (2025) About Sims Investment Management, LLCInvestment ActivitySims Investment Management, LLC has $223.75 million in total holdings as of March 31, 2025.Sims Investment Management, LLC owns shares of 41 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 26.23% of the portfolio was purchased this quarter.About 0.23% of the portfolio was sold this quarter.This quarter, Sims Investment Management, LLC has purchased 37 new stocks and bought additional shares in 28 stocks.Sims Investment Management, LLC sold shares of 1 stock and completely divested from 4 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $68,373,703Schwab US Small-Cap ETF $42,448,379Schwab US Dividend Equity ETF $17,413,448Global X Nasdaq 100 Covered Call ETF $16,470,955Global X S&P 500 Covered Call ETF $13,721,100 Largest New Holdings this Quarter 67066G104 - NVIDIA $652,881 Holding808524508 - Schwab U.S. Mid-Cap ETF $642,564 Holding594918104 - Microsoft $564,587 Holding023135106 - Amazon.com $368,556 Holding30231G102 - Exxon Mobil $338,951 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 932,616 shares (about $20.59M)Schwab US Small-Cap ETF 398,101 shares (about $9.33M)Schwab US Dividend Equity ETF 225,930 shares (about $6.32M)Global X Nasdaq 100 Covered Call ETF 234,990 shares (about $3.91M)John Hancock Multifactor Small Cap ETF 91,150 shares (about $3.40M) Largest Sales this Quarter iShares S&P Small-Cap 600 Value ETF 703 shares (about $68.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSims Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$68,373,703$20,592,162 ▲43.1%3,096,63530.6%ETFSCHASchwab US Small-Cap ETF$42,448,379$9,327,504 ▲28.2%1,811,71119.0%ETFSCHDSchwab US Dividend Equity ETF$17,413,448$6,316,998 ▲56.9%622,7997.8%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$16,470,955$3,907,885 ▲31.1%990,4367.4%ManufacturingXYLDGlobal X S&P 500 Covered Call ETF$13,721,100$2,952,624 ▲27.4%347,4586.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$9,433,154$844,135 ▲9.8%387,5584.2%ETFQQQMInvesco NASDAQ 100 ETF$6,798,564$2,741,855 ▲67.6%35,2223.0%ETFJHSCJohn Hancock Multifactor Small Cap ETF$6,288,552$3,397,394 ▲117.5%168,7182.8%ETFQQQInvesco QQQ$6,068,501$1,190,160 ▲24.4%12,9412.7%FinanceIJSiShares S&P Small-Cap 600 Value ETF$5,490,508$68,529 ▼-1.2%56,3242.5%ETFETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$5,230,064$38,322 ▲0.7%395,9172.3%Financial ServicesUBERUber Technologies$2,977,205$320,875 ▲12.1%40,8621.3%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$2,208,865$808,333 ▲57.7%27,9821.0%ETFSMHVanEck Semiconductor ETF$1,979,324$367,317 ▲22.8%9,3600.9%ManufacturingVOOVanguard S&P 500 ETF$1,946,776$708,713 ▲57.2%3,7880.9%ETFTSLATesla$1,567,418$108,330 ▲7.4%6,0480.7%Auto/Tires/TrucksVVIViad$1,381,944$183,356 ▲15.3%39,0490.6%Business ServicesETBEaton Vance Tax-Managed Buy-Write Income Fund$1,374,896$4,095 ▲0.3%100,7250.6%Financial ServicesCCLCarnival Co. &$1,158,578$113,821 ▲10.9%59,3230.5%Consumer DiscretionaryBNDVanguard Total Bond Market ETF$934,816$536,562 ▲134.7%12,7270.4%ETFTNADirexion Daily Small Cap Bull 3X Shares$877,8000.0%30,0000.4%ETFBXMXNuveen S&P 500 Buy-Write Income Fund$788,512$1,312 ▲0.2%60,1000.4%Financial ServicesAFGAmerican Financial Group$763,2170.0%5,8110.3%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$749,9060.0%1,7860.3%FinanceAAPLApple$731,509$474,937 ▲185.1%3,2930.3%Computer and TechnologyBRK.BBerkshire Hathaway$689,159$11,184 ▲1.6%1,2940.3%FinanceNVDANVIDIA$652,881$652,881 ▲New Holding6,0240.3%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$642,564$642,564 ▲New Holding24,5250.3%ETFMSFTMicrosoft$564,587$564,587 ▲New Holding1,5040.3%Computer and TechnologyUNHUnitedHealth Group$547,934$7,334 ▲1.4%1,0460.2%MedicalVGTVanguard Information Technology ETF$398,679$16,815 ▲4.4%7350.2%ETFVBVanguard Small-Cap ETF$375,807$124,160 ▲49.3%1,6950.2%ETFAMZNAmazon.com$368,556$368,556 ▲New Holding1,9370.2%Retail/WholesaleXOMExxon Mobil$338,951$338,951 ▲New Holding2,8500.2%EnergyDISWalt Disney$313,267$35,630 ▲12.8%3,1740.1%Consumer DiscretionaryRCLRoyal Caribbean Cruises$308,1600.0%1,5000.1%Consumer DiscretionaryGOOGLAlphabet$303,094$303,094 ▲New Holding1,9600.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$280,384$280,384 ▲New Holding1,0200.1%ETFPGProcter & Gamble$278,079$164,428 ▲144.7%1,6320.1%Consumer StaplesAAPAdvance Auto Parts$268,133$11,764 ▲4.6%6,8380.1%Retail/WholesaleJPMJPMorgan Chase & Co.$241,130$241,130 ▲New Holding9830.1%FinanceTAT&T$0$148,079 ▼-100.0%00.0%Computer and TechnologyGMGeneral Motors$0$133,175 ▼-100.0%00.0%Auto/Tires/TrucksEXPIeXp World$0$121,304 ▼-100.0%00.0%FinanceJETSU.S. Global Jets ETF$0$48,799 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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