Simon Quick Advisors, LLC Purchases in Q3 2024

Simon Quick Advisors, LLC

  • $1.57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
558K
New
$50.52 - $50.95 $28.2M - $28.4M
558K $28.4M
AAPL
Apple Inc.

Technology
52.8K
+ 21.92%
$207.23 - $234.82 $10.9M - $12.4M
294K $68.4M
VTV
Vanguard Value ETF

ETFs
22.2K
+ 4.28%
$159.75 - $174.57 $3.54M - $3.87M
541K $94.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
42
+ 0.02%
$517.38 - $573.86 $21.7K - $24.1K
260K $149M
IVV
Ishares Core S&P 500 ETF

ETFs
5.55K
+ 5.25%
$520.18 - $576.82 $2.89M - $3.2M
111K $64.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.65K
+ 6.7%
$475.2 - $527.7 $3.16M - $3.51M
106K $55.9M
VUG
Vanguard Growth ETF

ETFs
5.99K
+ 2.15%
$341.08 - $391.94 $2.04M - $2.35M
285K $109M
AMZN
Amazon Com Inc

Consumer Cyclical
27.3K
+ 22.44%
$161.02 - $200.0 $4.39M - $5.46M
149K $27.7M
META
Meta Platforms, Inc.

Communication Services
2.42K
+ 10.54%
$453.41 - $572.44 $1.1M - $1.38M
25.3K $14.5M
NVDA
Nvidia Corp

Technology
24.7K
+ 24.97%
$98.91 - $134.91 $2.44M - $3.33M
124K $15M
VEA
Vanguard Ftse Developed Market

ETFs
25.4K
+ 6.79%
$47.6 - $53.31 $1.21M - $1.35M
400K $21.1M
MSFT
Microsoft Corp

Technology
7.55K
+ 15.32%
$395.15 - $467.56 $2.98M - $3.53M
56.8K $24.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.94K
+ 7.64%
$405.19 - $478.57 $786K - $928K
27.3K $12.6M
TSLA
Tesla, Inc.

Consumer Cyclical
2.83K
+ 16.96%
$191.76 - $263.26 $543K - $745K
19.5K $5.11M
HUBB
Hubbell Inc

Industrials
85
+ 0.33%
$355.55 - $428.48 $30.2K - $36.4K
25.9K $11.1M
COMP
Compass, Inc.

Technology
662
+ 0.13%
$3.36 - $6.59 $2.22K - $4.36K
498K $3.04M
UNH
Unitedhealth Group Inc

Healthcare
1.42K
+ 38.05%
$488.01 - $604.18 $691K - $855K
5.13K $3M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.44K
+ 4.96%
$79.92 - $88.19 $355K - $391K
93.9K $8.27M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.69K
New
$105.53 - $118.34 $917K - $1.03M
8.69K $1.02M
VB
Vanguard Small Cap ETF

ETFs
2.62K
+ 13.98%
$214.77 - $237.72 $563K - $623K
21.4K $5.07M
ADBE
Adobe Inc.

Technology
2.47K
+ 28.41%
$508.13 - $586.55 $1.26M - $1.45M
11.2K $5.79M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.14K
+ 1.06%
$57.32 - $62.65 $122K - $134K
203K $12.7M
V
Visa Inc.

Financial Services
2.76K
+ 33.81%
$253.74 - $291.56 $701K - $806K
10.9K $3.01M
JPM
Jpmorgan Chase & CO

Financial Services
3.26K
+ 16.28%
$194.9 - $224.8 $636K - $734K
23.3K $4.91M
JNJ
Johnson & Johnson

Healthcare
3.94K
+ 28.86%
$145.48 - $167.38 $574K - $660K
17.6K $2.85M
AVGO
Broadcom Inc.

Technology
20.7K
+ 1090.52%
$136.27 - $1745.86 $2.82M - $36.1M
22.6K $3.9M
CCI
Crown Castle International Corp

Real Estate
484
+ 1.36%
$95.29 - $120.24 $46.1K - $58.2K
36.1K $4.28M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.23K
+ 2.19%
$41.9 - $48.26 $135K - $156K
151K $7.22M
HD
Home Depot, Inc.

Consumer Cyclical
849
+ 13.99%
$333.64 - $405.2 $283K - $344K
6.92K $2.8M
COST
Costco Wholesale Corp

Consumer Defensive
631
+ 23.04%
$801.83 - $917.05 $506K - $579K
3.37K $2.99M
VZ
Verizon Communications Inc

Communication Services
11.3K
+ 61.69%
$38.89 - $45.0 $438K - $506K
29.5K $1.32M
GS
Goldman Sachs Group Inc

Financial Services
1.02K
+ 78.29%
$459.02 - $510.25 $470K - $522K
2.33K $1.15M
ACN
Accenture PLC

Technology
1.06K
+ 29.71%
$295.44 - $355.81 $314K - $379K
4.65K $1.64M
ABBV
Abb Vie Inc.

Healthcare
1.61K
+ 17.52%
$163.84 - $199.33 $263K - $320K
10.8K $2.13M
PG
Procter & Gamble CO

Consumer Defensive
2.33K
+ 13.53%
$160.76 - $177.82 $375K - $415K
19.6K $3.39M
LLY
Eli Lilly & CO

Healthcare
675
+ 16.44%
$772.14 - $960.02 $521K - $648K
4.78K $4.24M
UL
Unilever PLC

Consumer Defensive
7.84K
New
$54.7 - $65.59 $429K - $514K
7.84K $509K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
476
+ 81.93%
$1024.09 - $1201.76 $487K - $572K
1.06K $1.11M
PNFP
Pinnacle Financial Partners Inc

Financial Services
205
+ 0.79%
$76.97 - $100.56 $15.8K - $20.6K
26.2K $2.57M
IBM
International Business Machines Corp

Technology
803
+ 12.59%
$175.1 - $223.38 $141K - $179K
7.18K $1.59M
NVS
Novartis Ag

Healthcare
4.19K
New
$106.13 - $120.89 $445K - $507K
4.19K $481K
TJX
Tjx Companies Inc

Consumer Cyclical
3.71K
+ 72.04%
$107.93 - $120.23 $400K - $446K
8.85K $1.04M
MCD
Mcdonalds Corp

Consumer Cyclical
888
+ 21.81%
$245.82 - $304.51 $218K - $270K
4.96K $1.51M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.02K
+ 85.26%
$460.0 - $505.78 $468K - $515K
2.21K $1.03M
GOOG
Alphabet Inc.

Communication Services
6.01K
+ 17.99%
$149.54 - $192.66 $899K - $1.16M
39.4K $6.59M
KO
Coca Cola CO

Consumer Defensive
4.57K
+ 30.47%
$62.69 - $73.01 $286K - $333K
19.5K $1.4M
IWM
Ishares Russell 2000 ETF

ETFs
1.05K
+ 9.23%
$200.87 - $224.6 $211K - $236K
12.4K $2.75M
MS
Morgan Stanley

Financial Services
861
+ 1.81%
$92.07 - $106.96 $79.3K - $92.1K
48.5K $5.05M
ZG
Zillow Group, Inc.

Communication Services
3.64K
+ 32.67%
$40.35 - $65.79 $147K - $240K
14.8K $915K
Activity Summary
Buys All Purchases 325 New Holdings 67 Increased Positions 258 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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