Simon Quick Advisors, LLC Purchases in Q1 2025

Simon Quick Advisors, LLC

  • $1.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
477K
+ 44.05%
$50.48 - $51.04 $24.1M - $24.4M
1.56M $79M
VTV
Vanguard Value ETF

ETFs
25.7K
+ 4.72%
$167.73 - $179.21 $4.31M - $4.61M
571K $97.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.1K
+ 14.84%
$442.66 - $534.52 $1.82M - $2.19M
31.8K $16.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.7K
+ 10.89%
$507.05 - $563.67 $6.45M - $7.17M
130K $66.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
26.6K
+ 95.69%
$100.34 - $100.68 $2.67M - $2.68M
54.4K $5.47M
AMZN
Amazon Com Inc

Consumer Cyclical
37.2K
+ 24.04%
$190.26 - $242.06 $7.07M - $9M
192K $36.5M
ADBE
Adobe Inc.

Technology
8.17K
+ 75.61%
$377.84 - $464.11 $3.09M - $3.79M
19K $7.27M
AAPL
Apple Inc.

Technology
48.1K
+ 16.5%
$209.68 - $247.1 $10.1M - $11.9M
339K $75.4M
VEA
Vanguard Ftse Developed Market

ETFs
20.9K
+ 5.32%
$47.4 - $52.99 $992K - $1.11M
414K $21.2M
MSFT
Microsoft Corp

Technology
11.6K
+ 19.24%
$375.39 - $447.2 $4.37M - $5.21M
72.2K $27.1M
COMP
Compass, Inc.

Technology
32
+ 0.01%
$5.35 - $10.24 $171 - $328
499K $4.35M
JPM
Jpmorgan Chase & CO

Financial Services
5.16K
+ 20.04%
$225.19 - $279.95 $1.16M - $1.44M
30.9K $7.58M
V
Visa Inc.

Financial Services
2.87K
+ 25.0%
$306.92 - $362.71 $880K - $1.04M
14.3K $5.02M
JNJ
Johnson & Johnson

Healthcare
5.91K
+ 34.02%
$142.06 - $167.7 $840K - $992K
23.3K $3.86M
XOM
Exxon Mobil Corp

Energy
8.46K
+ 37.77%
$105.44 - $118.93 $892K - $1.01M
30.8K $3.67M
LLY
Eli Lilly & CO

Healthcare
1.2K
+ 24.55%
$725.72 - $929.72 $874K - $1.12M
6.11K $5.04M
ABBV
Abb Vie Inc.

Healthcare
2.69K
+ 14.13%
$169.2 - $216.66 $455K - $582K
21.7K $4.55M
BAC
Bank Of America Corp

Financial Services
47K
+ 11.81%
$39.61 - $47.74 $1.86M - $2.25M
445K $18.6M
ABT
Abbott Laboratories

Healthcare
4.18K
+ 20.82%
$111.1 - $140.22 $464K - $586K
24.2K $3.21M
MA
Mastercard Inc

Financial Services
1.43K
+ 22.03%
$504.67 - $576.31 $720K - $822K
7.9K $4.33M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.29K
+ 8.79%
$88.0 - $115.5 $201K - $264K
28.3K $3.23M
COST
Costco Wholesale Corp

Consumer Defensive
833
+ 23.79%
$890.62 - $1076.86 $742K - $897K
4.34K $4.1M
NFLX
Netflix Inc

Communication Services
683
+ 11.97%
$828.4 - $1058.6 $566K - $723K
6.39K $5.96M
UBER
Uber Technologies, Inc

Technology
8.87K
+ 54.83%
$63.17 - $81.49 $561K - $723K
25.1K $1.83M
PM
Philip Morris International Inc.

Consumer Defensive
2.37K
+ 20.48%
$117.15 - $158.79 $278K - $377K
14K $2.22M
MCD
Mcdonalds Corp

Consumer Cyclical
2.2K
+ 40.83%
$279.74 - $321.29 $615K - $707K
7.59K $2.37M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.09K
+ 49.34%
$468.34 - $539.52 $979K - $1.13M
6.33K $2.97M
GLD
Spdr Gold Trust

ETFs
1.71K
+ 27.95%
$243.19 - $288.14 $416K - $493K
7.84K $2.26M
UNH
Unitedhealth Group Inc

Healthcare
1.28K
+ 25.09%
$461.52 - $548.18 $591K - $702K
6.38K $3.34M
CCI
Crown Castle International Corp

Real Estate
2.58K
+ 7.06%
$84.33 - $106.39 $217K - $274K
39.1K $4.07M
CVX
Chevron Corp

Energy
3.48K
+ 45.19%
$146.71 - $167.97 $511K - $585K
11.2K $1.87M
SPOT
Spotify Technology S.A.

Communication Services
1.29K
New
$457.79 - $648.32 $589K - $834K
1.29K $707K
PGR
Progressive Corp

Financial Services
1.69K
+ 42.41%
$235.61 - $291.22 $398K - $492K
5.67K $1.61M
T
At&T Inc.

Communication Services
12.5K
+ 23.85%
$21.56 - $28.28 $270K - $354K
65K $1.84M
PG
Procter & Gamble CO

Consumer Defensive
3.39K
+ 16.48%
$158.56 - $176.26 $538K - $598K
24K $4.09M
CI
Cigna Corp

Healthcare
1.63K
+ 107.44%
$274.49 - $329.0 $448K - $537K
3.15K $1.04M
HON
Honeywell International Inc

Industrials
3.15K
+ 71.99%
$202.75 - $226.52 $638K - $713K
7.52K $1.59M
QCOM
Qualcomm Inc

Technology
3.75K
+ 84.9%
$151.94 - $175.86 $570K - $660K
8.17K $1.25M
KO
Coca Cola CO

Consumer Defensive
5.54K
+ 29.27%
$60.81 - $72.32 $337K - $401K
24.5K $1.75M
ARCC
Ares Capital Corp

Financial Services
24.8K
New
$21.28 - $23.81 $529K - $592K
24.8K $550K
CVS
Cvs Health Corp

Healthcare
8.01K
New
$44.22 - $68.64 $354K - $550K
8.01K $542K
CSCO
Cisco Systems, Inc.

Technology
7.84K
+ 36.06%
$58.74 - $64.87 $461K - $509K
29.6K $1.83M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.06K
+ 116.53%
$80.53 - $147.57 $246K - $451K
5.68K $751K
RTX
Raytheon Technologies Corp

Industrials
3.19K
+ 51.1%
$114.1 - $135.66 $364K - $432K
9.43K $1.25M
OKTA
Okta, Inc.

Technology
4.98K
New
$78.83 - $116.72 $393K - $582K
4.98K $524K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
697
+ 31.17%
$402.49 - $513.76 $281K - $358K
2.93K $1.42M
WMT
Walmart Inc.

Consumer Defensive
6.5K
+ 28.96%
$84.5 - $105.05 $550K - $683K
29K $2.54M
IBM
International Business Machines Corp

Technology
1.12K
+ 14.46%
$217.4 - $264.74 $244K - $298K
8.9K $2.21M
NTNX
Nutanix, Inc.

Technology
6.96K
New
$61.28 - $77.44 $427K - $539K
6.96K $485K
Activity Summary
Buys All Purchases 498 New Holdings 138 Increased Positions 360 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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