SIMA Wealth Partners, LLC

Q4 2024 13F-HR Holdings

Location
North Chesterfield, VA
Holdings as of
12/31/2024
Value ($000)
$117,660,601
Num holdings
171
Date filed
6/15/2026
Form type
13F-HR
Prev filing
6/15/2026
Next filing
6/15/2026
SEC
View on sec.gov
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type