Filer Name: SIMS INVESTMENT MANAGEMENT, LLC
CIK: 2053807
Period: 2024-12-31
Filed At: 2025-02-05
Number of Holdings: 37
Portfolio Value: $0.18B

Sims Investment Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SCHX US SCHWAB US LARGE-CAP ETF 2,164,019 $50M 28.36% - -
SCHA US SCHWAB US SMALL-CAP ETF 1,413,610 $37M 20.67% - -
QYLD US GLOBAL X NASD 100 COV CALL 755,446 $14M 7.78% - -
XYLD US GLOBAL X S&P 500 COVE CALL E 272,689 $11M 6.46% - -
SCHD US SCHWAB US DVD EQUITY ETF 396,869 $11M 6.13% - -
SCHO US SCHWAB SHORT-TERM US TREAS 352,877 $8M 4.80% - -
IJS US ISHARES S&P SMALL-CAP 600 VA 57,027 $6M 3.50% - -
ETV US EATON VANCE T/M BUY-WRIT OPP 393,016 $6M 3.20% - -
QQQ US INVESCO QQQ TRUST SERIES 1 10,403 $5M 3.01% - -
QQQM US INVESCO NASDAQ 100 ETF 21,017 $4M 2.50% - -
JHSC US JOHN HANCOCK MULTI SMALL CAP 77,568 $3M 1.74% - -
TSLA US TESLA INC 5,630 $2M 1.29% - -
UBER US UBER TECHNOLOGIES INC 36,458 $2M 1.24% - -
SMH US VANECK SEMICONDUCTOR ETF 7,623 $2M 1.04% - -
ETB US EATON VANCE T/M BUY-WRT INC 100,425 $2M 0.85% - -
VVI US VIAD CORP 33,868 $1M 0.81% - -
VCSH US VANGUARD S/T CORP BOND ETF 17,742 $1M 0.78% - -
CCL US CARNIVAL CORP 53,495 $1M 0.75% - -
VOO US VANGUARD S&P 500 ETF 2,409 $1M 0.73% - -
TNA US DIREXION DLY SM CAP BULL 3X 30,000 $1M 0.71% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us