Skip to content
Disclosery

13F-HR filed by SIMS INVESTMENT MANAGEMENT, LLC

SIMS INVESTMENT MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-24, with 41 holding rows worth $223,749,059.

Accession
0002053807-25-000002
Filer
CIK 2053807
Filed
2025-04-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 41 entries on the cover page, a total value of $223,749,059 stated on the cover page (in dollars after the unit check, H1), rows summing to $223,749,059 with VALUE read as dollars as filed, 13F file number 028-24768. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Schwab U.S. Large-Cap ETF808524201SHS3,096,635$68,373,703dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS1,811,711$42,448,379dollars as filed
SCHD808524797COM622,799$17,413,448dollars as filed
GLOBAL X FDS37954Y483NASDAQ 100 COVER990,436$16,470,955dollars as filed
GLOBAL X FDS37954Y475S&P 500 COVERED347,458$13,721,100dollars as filed
Schwab Short Term US Treasury ETF808524862SHS387,558$9,433,154dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM35,222$6,798,564dollars as filed
JOHN HANCOCK EXCHANGE TRADED47804J842MULTIFACTR SML168,718$6,288,552dollars as filed
INVESCO QQQ TR46090E103COM12,941$6,068,501dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS56,324$5,490,508dollars as filed
EATON VANCE TAX-MANAGED BUY-27828Y108COM395,917$5,230,064dollars as filed
Uber Technologies90353T100COM40,862$2,977,205dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM27,982$2,208,865dollars as filed
VANECK ETF TRUST92189F676COM9,360$1,979,324dollars as filed
Vanguard S&P 500 ETF922908363COM3,788$1,946,776dollars as filed
Tesla Motors, Inc88160R101COM6,048$1,567,418dollars as filed
PURSUIT ATTRACTIONS AND HOSP92552R406COM39,049$1,381,944dollars as filed
EATON VANCE TAX-MANAGED BUY-WR27828X100COM100,725$1,374,896dollars as filed
CARNIVAL CORP COMMON STOCK143658300Stock59,323$1,158,578dollars as filed
Vanguard Total Bond Market ETF921937835SHS12,727$934,816dollars as filed
DIREXION SHARES ETF TRUST25459W847DAILY SMALL CAP30,000$877,800dollars as filed
NUVEEN S&P 500 BUY-WRITE INCOM COM6706ER101CEF60,100$788,512dollars as filed
AMERICAN FINANCIAL GROUP INC COM025932104Stock5,811$763,217dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 11,786$749,906dollars as filed
Apple Inc037833100COM3,293$731,509dollars as filed
Berkshire Hathaway Inc084670702COM1,294$689,159dollars as filed
NVIDIA Corp67066G104COM6,024$652,881dollars as filed
Schwab US Mid-Cap ETF808524508SHS24,525$642,564dollars as filed
Microsoft Corp594918104COM1,504$564,587dollars as filed
UnitedHealth Group Inc91324P102COM1,046$547,934dollars as filed
VGT92204A702SHS735$398,679dollars as filed
Vanguard Small-Cap ETF922908751SHS1,695$375,807dollars as filed
Amazon.com, Inc023135106COM1,937$368,556dollars as filed
EXXON MOBIL CORP30231G102COM2,850$338,951dollars as filed
Walt Disney Co254687106COM3,174$313,267dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock1,500$308,160dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,960$303,094dollars as filed
VTI922908769COM1,020$280,384dollars as filed
Procter & Gamble Co742718109COM1,632$278,079dollars as filed
ADVANCE AUTO PARTS INC00751Y106COM6,838$268,133dollars as filed
JPMorgan Chase & Co46625H100COM983$241,130dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002053807-25-000002this filing2025-04-24acceptance time not in the bulk data set