Sims Investment Management, LLC Top Holdings and 13F Report (2025) About Sims Investment Management, LLCInvestment ActivitySims Investment Management, LLC has $176.87 million in total holdings as of December 31, 2024.Sims Investment Management, LLC owns shares of 37 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab US Large-Cap ETF $50,161,963Schwab US Small-Cap ETF $36,555,945Global X Nasdaq 100 Covered Call ETF $13,764,219Global X S&P 500 Covered Call ETF $11,425,684Schwab US Dividend Equity ETF $10,842,449 Sector AllocationMap of 500 Largest Holdings ofSims Investment Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$50,161,9632,164,01928.4%ETFSCHASchwab US Small-Cap ETF$36,555,9451,413,61020.7%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$13,764,219755,4467.8%ManufacturingXYLDGlobal X S&P 500 Covered Call ETF$11,425,684272,6896.5%ETFSCHDSchwab US Dividend Equity ETF$10,842,449396,8696.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$8,490,218352,8774.8%ETFIJSiShares S&P Small-Cap 600 Value ETF$6,193,67457,0273.5%ETFETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$5,663,361393,0163.2%Financial ServicesQQQInvesco QQQ$5,318,55210,4033.0%FinanceQQQMInvesco NASDAQ 100 ETF$4,423,03621,0172.5%ETFJHSCJohn Hancock Multifactor Small Cap ETF$3,082,53577,5681.7%ETFTSLATesla$2,273,6195,6301.3%Auto/Tires/TrucksUBERUber Technologies$2,199,14736,4581.2%Computer and TechnologySMHVanEck Semiconductor ETF$1,846,0217,6231.0%ManufacturingETBEaton Vance Tax-Managed Buy-Write Income Fund$1,506,375100,4250.9%Financial ServicesVVIViad$1,439,72933,8680.8%Business ServicesVCSHVanguard Short-Term Corporate Bond ETF$1,384,01517,7420.8%ETFCCLCarnival Co. &$1,333,09553,4950.8%Consumer DiscretionaryVOOVanguard S&P 500 ETF$1,297,7772,4090.7%ETFTNADirexion Daily Small Cap Bull 3X Shares$1,256,40030,0000.7%ETFBXMXNuveen S&P 500 Buy-Write Income Fund$839,40060,0000.5%Financial ServicesAFGAmerican Financial Group$795,7005,8110.4%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$759,9431,7860.4%FinanceBRK.BBerkshire Hathaway$577,0251,2730.3%FinanceUNHUnitedHealth Group$522,0481,0320.3%MedicalVGTVanguard Information Technology ETF$437,7507040.2%ETFBNDVanguard Total Bond Market ETF$389,8965,4220.2%ETFRCLRoyal Caribbean Cruises$346,0351,5000.2%Consumer DiscretionaryDISWalt Disney$313,2272,8130.2%Consumer DiscretionaryAAPAdvance Auto Parts$309,1716,5380.2%Retail/WholesaleAAPLApple$289,1501,1550.2%Computer and TechnologyVBVanguard Small-Cap ETF$272,6301,1350.2%ETFTAT&T$148,0796,5030.1%Computer and TechnologyGMGeneral Motors$133,1752,5000.1%Auto/Tires/TrucksEXPIeXp World$121,30410,5390.1%FinancePGProcter & Gamble$111,8186670.1%Consumer StaplesJETSU.S. Global Jets ETF$48,7991,9250.0%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
