SIMA Wealth Partners, LLC

Q4 2024 13F-HR Holdings

Location
North Chesterfield, VA
Holdings as of
12/31/2024
Date filed
6/15/2026
Form type
13F-HR
Num holdings
171
Total value ($000)
$117,661
Net value change ($000)
+2,509 (2.2%)
New positions
32
Sold out positions
4
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/15/2026 Next filing: 6/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYG 2,458 39.2%
USIG 1,695 32.7%
IVV 1,555 9.1%
PM 762 467.5%
SCHR 751 10.0%
MBB 424 6.5%
MO 313 210.1%
SO 309 NEW
IVW 222 5.7%
CEG 186 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAI -1,290 -14.3%
JIRE -1,119 -14.2%
JAVA -1,117 -16.0%
IWD -811 -60.3%
FMX -367 -100.0%
IJR -343 -43.7%
DFAE -260 -6.3%
IEFA -234 -11.9%
SPYV -225 -5.9%
SCHV -223 -10.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type