Simon Quick Advisors, LLC Purchases in Q3 2025

Simon Quick Advisors, LLC

  • $2.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
6.46K
+ 2.42%
$617.65 - $666.84 $3.99M - $4.31M
273K $182M
VEA
Vanguard Ftse Developed Market

ETFs
252K
+ 42.25%
$56.02 - $60.3 $14.1M - $15.2M
849K $50.9M
VUG
Vanguard Growth ETF

ETFs
1.39K
+ 0.49%
$433.97 - $484.08 $602K - $672K
285K $137M
IVV
Ishares Core S&P 500 ETF

ETFs
9.47K
+ 8.38%
$620.67 - $670.08 $5.88M - $6.34M
123K $82M
IWF
Ishares Russell 1000 Gr ETF

ETFs
425
+ 0.17%
$420.11 - $472.68 $179K - $201K
255K $120M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
173K
+ 46.88%
$49.43 - $54.52 $8.56M - $9.45M
543K $29.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.43K
+ 5.37%
$567.77 - $614.76 $4.22M - $4.57M
146K $89.2M
VTV
Vanguard Value ETF

ETFs
14.4K
+ 2.48%
$175.51 - $186.57 $2.53M - $2.69M
595K $111M
BAC
Bank Of America Corp

Financial Services
75.8K
+ 13.12%
$44.92 - $52.42 $3.4M - $3.97M
653K $33.7M
IWM
Ishares Russell 2000 ETF

ETFs
20K
+ 149.98%
$214.92 - $244.84 $4.3M - $4.9M
33.4K $8.07M
VV
Vanguard Large Cap ETF

ETFs
14.4K
+ 340.07%
$285.05 - $309.14 $4.12M - $4.47M
18.7K $5.76M
VTI
Vanguard Total Stock Market Et

ETFs
7.08K
+ 10.42%
$303.93 - $329.86 $2.15M - $2.33M
75K $24.6M
NVDA
Nvidia Corp

Technology
15.5K
+ 43.21%
$153.3 - $186.58 $2.38M - $2.9M
51.5K $9.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.09K
+ 38.01%
$459.11 - $506.91 $3.26M - $3.6M
25.8K $12.9M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
50.5K
New
$70.85 - $76.96 $3.58M - $3.88M
50.5K $3.84M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
148K
New
$23.9 - $24.45 $3.54M - $3.62M
148K $3.6M
GOOG
Alphabet Inc.

Communication Services
3.64K
+ 11.84%
$175.16 - $255.24 $638K - $930K
34.4K $8.38M
MSFT
Microsoft Corp

Technology
3.37K
+ 8.37%
$491.09 - $535.64 $1.66M - $1.81M
43.7K $22.6M
GD
General Dynamics Corp

Industrials
5.83K
+ 92.78%
$293.92 - $341.0 $1.71M - $1.99M
12.1K $4.13M
VGT
Vanguard Information Technolog

ETFs
261
+ 1.08%
$656.44 - $753.15 $171K - $197K
24.4K $18.2M
IGF
Ishares Global Infrastructure

ETFs
35.5K
+ 335.51%
$58.29 - $61.43 $2.07M - $2.18M
46.1K $2.82M
VB
Vanguard Small Cap ETF

ETFs
3.2K
+ 4.43%
$237.58 - $259.17 $760K - $829K
75.5K $19.2M
AVGO
Broadcom Inc.

Technology
1.61K
+ 6.29%
$264.74 - $369.57 $426K - $595K
27.2K $8.99M
GOOGL
Alphabet Inc.

Communication Services
2.48K
+ 13.78%
$174.36 - $254.72 $432K - $632K
20.5K $4.98M
AMZN
Amazon Com Inc

Consumer Cyclical
7.85K
+ 4.65%
$211.65 - $238.24 $1.66M - $1.87M
177K $38.8M
MP
Mp Materials Corp.

Basic Materials
709
+ 1.42%
$30.03 - $77.13 $21.3K - $54.7K
50.6K $3.39M
IEFA
Ishares Tr

ETFs
1.96K
+ 0.52%
$81.7 - $87.53 $160K - $171K
378K $33M
VEU
Vanguard Ftse All World Ex Us

ETFs
17K
+ 20.66%
$66.38 - $71.68 $1.13M - $1.22M
99.1K $7.07M
TSLA
Tesla, Inc.

Consumer Cyclical
711
+ 7.75%
$293.94 - $444.72 $209K - $316K
9.88K $4.4M
ETN
Eaton Corp PLC

Industrials
3.42K
+ 29.1%
$342.99 - $392.76 $1.17M - $1.34M
15.2K $5.67M
XLY
Select Sector Spdr Consumer Di

ETFs
1.14K
+ 2.35%
$216.09 - $242.18 $246K - $276K
49.7K $11.9M
SPMD
Spdr Portfolio

ETFs
23.5K
New
$54.43 - $58.29 $1.28M - $1.37M
23.5K $1.34M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
35.2K
+ 125.38%
$37.14 - $37.85 $1.31M - $1.33M
63.2K $2.39M
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.5K
+ 29.28%
$72.57 - $74.72 $1.2M - $1.23M
72.9K $5.42M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.9K
+ 36.39%
$42.67 - $46.91 $893K - $981K
78.4K $3.67M
XLC
Select Sector Spdr Tr Communic

ETFs
2.68K
+ 2.95%
$105.99 - $119.41 $284K - $320K
93.7K $11.1M
JPM
Jpmorgan Chase & CO

Financial Services
1.08K
+ 3.8%
$282.78 - $316.06 $307K - $343K
29.6K $9.34M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.8K
+ 20.62%
$48.5 - $50.19 $911K - $942K
110K $5.5M
GNR
Spdr S&P Global Natural Resour

ETFs
16.5K
New
$54.23 - $59.34 $892K - $976K
16.5K $974K
GLD
Spdr Gold Trust

ETFs
1.34K
+ 14.74%
$300.96 - $355.47 $402K - $475K
10.4K $3.7M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
17K
New
$52.55 - $54.37 $892K - $923K
17K $918K
XLF
Financial Sector Spdr

ETFs
9.38K
+ 3.43%
$51.37 - $54.25 $482K - $509K
283K $15.2M
COMP
Compass, Inc.

Technology
715
+ 0.14%
$6.15 - $9.69 $4.4K - $6.93K
498K $4M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
10.2K
+ 48.81%
$72.04 - $77.35 $738K - $792K
31.2K $2.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.3K
New
$72.65 - $78.68 $751K - $813K
10.3K $809K
QDEF
Flexshares Quality Div Defensi

ETFs
9.87K
New
$74.4 - $79.98 $734K - $789K
9.87K $789K
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.05K
+ 37.48%
$87.29 - $93.61 $615K - $660K
25.9K $2.41M
DFAT
Dimensional ETF Tr U S Target

ETFs
12.6K
New
$53.36 - $59.69 $671K - $750K
12.6K $731K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
29.7K
New
$24.08 - $24.5 $715K - $727K
29.7K $722K
Activity Summary
Buys All Purchases 267 New Holdings 52 Increased Positions 215 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 1
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