Sims Investment Management, LLC Top Holdings and 13F Report (2025) About Sims Investment Management, LLCInvestment ActivitySims Investment Management, LLC has $248.68 million in total holdings as of June 30, 2025.Sims Investment Management, LLC owns shares of 43 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 6.95% of the portfolio was purchased this quarter.About 3.26% of the portfolio was sold this quarter.This quarter, Sims Investment Management, LLC has purchased 41 new stocks and bought additional shares in 16 stocks.Sims Investment Management, LLC sold shares of 18 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $80,150,513Schwab US Small-Cap ETF $46,506,354Global X Nasdaq 100 Covered Call ETF $17,204,845Schwab US Dividend Equity ETF $16,588,265Global X S&P 500 Covered Call ETF $14,079,089 Largest New Holdings this Quarter 30303M102 - Meta Platforms $2,019,414 Holding09259K401 - BLACKSTONE REAL ESTATE $628,112 Holding11135F101 - Broadcom $256,079 Holding40619L201 - Hall of Fame Resort & Entertainment $7,952 Holding Largest Purchases this Quarter John Hancock Multifactor Small Cap ETF 119,349 shares (about $4.66M)Schwab US Large-Cap ETF 182,846 shares (about $4.47M)Invesco NASDAQ 100 ETF 9,130 shares (about $2.07M)Meta Platforms 2,736 shares (about $2.02M)VanEck Semiconductor ETF 2,709 shares (about $755.48K) Largest Sales this Quarter iShares S&P Small-Cap 600 Value ETF 53,443 shares (about $5.32M)Schwab Short-Term U.S. Treasury ETF 23,887 shares (about $582.37K)American Financial Group 1,500 shares (about $189.31K)Invesco QQQ 249 shares (about $137.35K)Vanguard S&P 500 ETF 79 shares (about $44.88K) 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$80,150,513$4,468,756 ▲5.9%3,279,48132.2%ETFSCHASchwab US Small-Cap ETF$46,506,354$670,070 ▲1.5%1,838,19618.7%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$17,204,845$644,757 ▲3.9%1,028,9986.9%ManufacturingSCHDSchwab US Dividend Equity ETF$16,588,265$84,085 ▲0.5%625,9726.7%ETFXYLDGlobal X S&P 500 Covered Call ETF$14,079,089$549,092 ▲4.1%361,5595.7%ETFJHSCJohn Hancock Multifactor Small Cap ETF$11,249,024$4,660,582 ▲70.7%288,0674.5%ETFQQQMInvesco NASDAQ 100 ETF$10,072,372$2,073,430 ▲25.9%44,3524.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$8,866,308$582,366 ▼-6.2%363,6713.6%ETFQQQInvesco QQQ$7,001,188$137,354 ▼-1.9%12,6922.8%FinanceETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$5,447,318$44,051 ▼-0.8%392,7412.2%Financial ServicesUBERUber Technologies$4,167,058$354,633 ▲9.3%44,6631.7%Computer and TechnologySMHVanEck Semiconductor ETF$3,365,756$755,475 ▲28.9%12,0691.4%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$2,185,145$39,432 ▼-1.8%27,4860.9%ETFVOOVanguard S&P 500 ETF$2,106,917$44,876 ▼-2.1%3,7090.8%ETFMETAMeta Platforms$2,019,414$2,019,414 ▲New Holding2,7360.8%Computer and TechnologyTSLATesla$1,921,2300.0%6,0480.8%Auto/Tires/TrucksCCLCarnival$1,659,811$8,352 ▼-0.5%59,0260.7%Consumer DiscretionaryETBEaton Vance Tax-Managed Buy-Write Income Fund$1,452,664$1,805 ▼-0.1%100,6000.6%Financial ServicesVVIViad$1,123,620$2,162 ▼-0.2%38,9740.5%Business ServicesBNDVanguard Total Bond Market ETF$999,355$62,289 ▲6.6%13,5730.4%ETFNVDANVIDIA$947,150$4,582 ▼-0.5%5,9950.4%Computer and TechnologyBXMXNuveen S&P 500 Buy-Write Income Fund$834,1880.0%60,1000.3%Financial ServicesMSFTMicrosoft$738,156$9,948 ▼-1.3%1,4840.3%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$687,9360.0%24,5250.3%ETFAAPLApple$676,543$821 ▲0.1%3,2970.3%Computer and TechnologyBRK.BBerkshire Hathaway$628,5860.0%1,2940.3%FinanceBLACKSTONE REAL ESTATE$628,112$628,112 ▲New Holding45,5260.3%RETAFGAmerican Financial Group$544,091$189,315 ▼-25.8%4,3110.2%FinanceVGTVanguard Information Technology ETF$494,208$6,634 ▲1.4%7450.2%ETFRCLRoyal Caribbean Cruises$490,377$20,667 ▲4.4%1,5660.2%Consumer DiscretionaryAMZNAmazon.com$430,470$5,485 ▲1.3%1,9620.2%Retail/WholesaleDISWalt Disney$383,431$10,169 ▼-2.6%3,0920.2%Consumer DiscretionaryVBVanguard Small-Cap ETF$378,394$23,220 ▼-5.8%1,5970.2%ETFGOOGLAlphabet$345,4110.0%1,9600.1%Computer and TechnologyUNHUnitedHealth Group$338,972$12,786 ▲3.9%1,0870.1%MedicalAAPAdvance Auto Parts$322,607$4,696 ▲1.5%6,9390.1%Retail/WholesaleIJSiShares S&P Small-Cap 600 Value ETF$286,631$5,317,050 ▼-94.9%2,8810.1%ETFVTIVanguard Total Stock Market ETF$284,487$25,531 ▼-8.2%9360.1%ETFJPMJPMorgan Chase & Co.$282,662$2,319 ▼-0.8%9750.1%FinanceXOMExxon Mobil$275,860$31,370 ▼-10.2%2,5590.1%EnergyAVGOBroadcom$256,079$256,079 ▲New Holding9290.1%Computer and TechnologyPGProcter & Gamble$247,510$12,423 ▼-4.8%1,5540.1%Consumer StaplesHOFVHall of Fame Resort & Entertainment$7,952$7,952 ▲New Holding11,2000.0%Consumer DiscretionaryTNADirexion Daily Small Cap Bull 3X Shares$0$877,800 ▼-100.0%00.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$0$749,906 ▼-100.0%00.0%FinanceShowing 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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