The Analysis of SIMS INVESTMENT MANAGEMENT, LLC's Holdings

Currently, SIMS INVESTMENT MANAGEMENT, LLC holds 43 types of securities in its portfolio with a total value $282.9M. In the most recent quarter, they have increased their positions in SCHX (+57.1K shares, valued at $1.5M), TLT (+6.9K shares, valued at $603.5K), JHSC (+12.6K shares, valued at $529.2K); decreased their positions in SCHA (-26.6K shares, valued at $757.5K), N/A (-572 shares, valued at $351.4K), N/A (-262 shares, valued at $164.3K); initiated new positions in N/A (+33.0K shares, valued at $506.2K), LLY (+201 shares, valued at $216.0K), GM (+2.5K shares, valued at $203.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR3.4M shares1.70%2025-12-312026-01-16

SCHA SCHWAB STRATEGIC TR1.8M shares-1.43%2025-12-312026-01-16

QYLD GLOBAL X FDS1.1M shares1.88%2025-12-312026-01-16

SCHD SCHWAB STRATEGIC TR619.7K shares-0.82%2025-12-312026-01-16

XYLD GLOBAL X FDS412.8K shares1.52%2025-12-312026-01-16

JHSC JOHN HANCOCK EXCHANGE TRADED321.9K shares4.07%2025-12-312026-01-16

QQQM INVESCO EXCH TRADED FD TR II47.1K shares0.02%2025-12-312026-01-16

SCHO SCHWAB STRATEGIC TR410.8K shares1.21%2025-12-312026-01-16

Sponsored

INVESCO QQQ TR INVESCO QQQ TR12.3K shares-4.45%2025-12-312026-01-16

ETV EATON VANCE TAX-MANAGED BUY-388.9K shares-1.35%2025-12-312026-01-16

SMH VANECK ETF TRUST12.0K shares-0.75%2025-12-312026-01-16

UBER UBER TECHNOLOGIES INC45.6K shares2.73%2025-12-312026-01-16

TLT ISHARES TR40.2K shares20.79%2025-12-312026-01-16

VCSH VANGUARD SCOTTSDALE FDS33.5K shares4.07%2025-12-312026-01-16

TSLA TESLA INC5.9K shares-1.11%2025-12-312026-01-16

VANGUARD INDEX FDS VANGUARD INDEX FDS3.5K shares-6.88%2025-12-312026-01-16

Sponsored

META META PLATFORMS INC2.8K shares6.58%2025-12-312026-01-16

CCL CARNIVAL CORP55.8K shares-2.84%2025-12-312026-01-16

ETB EATON VANCE TAX MNGED BUY WR100.5K shares-0.62%2025-12-312026-01-16

PRSU PURSUIT ATTRACTIONS AND HOSP36.9K shares-1.89%2025-12-312026-01-16

NVDA NVIDIA CORPORATION5.4K shares-8.00%2025-12-312026-01-16

BXMX NUVEEN S&P 500 BUY-WRITE INC60.1K shares0.00%2025-12-312026-01-16

AAPL APPLE INC2.9K shares-2.78%2025-12-312026-01-16

SCHM SCHWAB STRATEGIC TR24.2K shares-0.19%2025-12-312026-01-16

Sponsored

UNH UNITEDHEALTH GROUP INC2.2K shares28.11%2025-12-312026-01-16

BND VANGUARD BD INDEX FDS9.6K shares-4.80%2025-12-312026-01-16

MSFT MICROSOFT CORP1.4K shares-10.13%2025-12-312026-01-16

ALPHABET INC ALPHABET INC1.9K shares-4.22%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares-1.80%2025-12-312026-01-16

VGT VANGUARD WORLD FD706 shares-3.42%2025-12-312026-01-16

SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP33.0K sharesnew addition2025-12-312026-01-16

AFG AMERICAN FINL GROUP INC OHIO3.7K shares0.00%2025-12-312026-01-16

Sponsored

AMZN AMAZON COM INC1.7K shares-14.37%2025-12-312026-01-16

DIS DISNEY WALT CO3.0K shares0.00%2025-12-312026-01-16

BROADCOM INC BROADCOM INC863 shares-6.09%2025-12-312026-01-16

VTI VANGUARD INDEX FDS889 shares-10.38%2025-12-312026-01-16

JPM JPMORGAN CHASE & CO.891 shares-8.62%2025-12-312026-01-16

RCL ROYAL CARIBBEAN GROUP1.0K shares-1.94%2025-12-312026-01-16

VB VANGUARD INDEX FDS1.0K shares-4.88%2025-12-312026-01-16

XOM EXXON MOBIL CORP2.2K shares-13.83%2025-12-312026-01-16

Sponsored

IJS ISHARES TR2.3K shares-10.05%2025-12-312026-01-16

LLY ELI LILLY & CO201 sharesnew addition2025-12-312026-01-16

GM GENERAL MTRS CO2.5K sharesnew addition2025-12-312026-01-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available