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
FDX
Fedex Corp

Industrials
63
+ 6.08%
$230.33 - $281.53 $14.5K - $17.7K
1.1K $268K
CION
Cion Investment Corp

Financial Services
103
+ 0.44%
$10.35 - $12.55 $1.07K - $1.29K
23.6K $244K
IYW
Ishares Dj Us Tech ETF

ETFs
369
+ 8.97%
$140.44 - $166.79 $51.8K - $61.5K
4.48K $630K
DLR
Digital Realty Trust, Inc.

Real Estate
199
+ 12.42%
$142.1 - $183.56 $28.3K - $36.5K
1.8K $258K
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
137
+ 1.29%
$9.27 - $13.2 $1.27K - $1.81K
10.7K $99K
CSX
Csx Corp

Industrials
91
+ 0.79%
$29.11 - $33.67 $2.65K - $3.06K
11.6K $342K
EQIX
Equinix Inc

Real Estate
22
+ 5.82%
$803.0 - $959.97 $17.7K - $21.1K
400 $326K
INFY
Infosys LTD

Technology
292
+ 2.74%
$18.06 - $22.89 $5.27K - $6.68K
10.9K $199K
CAT
Caterpillar Inc

Industrials
109
+ 5.13%
$326.75 - $407.63 $35.6K - $44.4K
2.23K $736K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
38
+ 1.68%
$221.78 - $273.45 $8.43K - $10.4K
2.3K $522K
TGT
Target Corp

Consumer Defensive
198
+ 10.26%
$103.65 - $142.5 $20.5K - $28.2K
2.13K $222K
IWB
Ishares Tr Russell 1000 ETF

ETFs
7
+ 0.29%
$302.31 - $337.54 $2.12K - $2.36K
2.4K $731K
MAIN
Main Street Capital Corp

Financial Services
9
+ 0.04%
$54.71 - $63.1 $492 - $568
20.9K $1.18M
AXP
American Express CO

Financial Services
147
+ 4.85%
$255.39 - $325.87 $37.5K - $47.9K
3.18K $854K
TECH
Bio Techne Corp

Healthcare
150
+ 3.29%
$58.47 - $78.75 $8.77K - $11.8K
4.71K $276K
ACN
Accenture PLC

Technology
525
+ 9.66%
$300.91 - $398.25 $158K - $209K
5.96K $1.86M
GTLS
Chart Industries Inc

Industrials
69
+ 5.14%
$141.99 - $218.35 $9.8K - $15.1K
1.41K $203K
MORN
Morningstar, Inc.

Financial Services
215
+ 6.44%
$282.49 - $334.73 $60.7K - $72K
3.56K $1.07M
ENVX
Enovix Corp

Industrials
1.12K
+ 5.78%
$7.21 - $14.33 $8.07K - $16K
20.5K $150K
MIR
Mirion Technologies, Inc.

Industrials
651
+ 2.71%
$13.51 - $18.28 $8.8K - $11.9K
24.7K $358K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.26K
+ 21.36%
$65.15 - $91.81 $147K - $208K
12.8K $838K
ITT
Itt Inc.

Industrials
165
+ 2.63%
$128.71 - $153.88 $21.2K - $25.4K
6.44K $831K
EME
Emcor Group, Inc.

Industrials
52
+ 5.11%
$361.16 - $535.99 $18.8K - $27.9K
1.07K $395K
CRM
Salesforce, Inc.

Technology
715
+ 16.92%
$268.36 - $359.95 $192K - $257K
4.94K $1.33M
CSTL
Castle Biosciences Inc

Healthcare
20
+ 0.15%
$18.76 - $32.72 $375 - $654
13.6K $272K
PRIM
Primoris Services Corp

Industrials
29
+ 0.59%
$57.27 - $89.03 $1.66K - $2.58K
4.96K $284K
SCHX
Schwab Strategic Tr Us Large C

ETFs
522
+ 0.6%
$21.75 - $24.28 $11.4K - $12.7K
87.3K $1.92M
DEI
Douglas Emmett Inc

Real Estate
685
+ 1.47%
$15.39 - $18.94 $10.5K - $13K
47.3K $757K
PWR
Quanta Services, Inc.

Industrials
19
+ 1.04%
$236.71 - $358.03 $4.5K - $6.8K
1.85K $471K
COIN
Coinbase Global, Inc.

Technology
280
+ 13.2%
$172.23 - $301.3 $48.2K - $84.4K
2.4K $413K
GOOG
Alphabet Inc.

Communication Services
8.22K
+ 19.92%
$156.06 - $207.71 $1.28M - $1.71M
49.5K $7.73M
SCHG
Schwab Strategic Tr Us Large C

ETFs
316
+ 0.58%
$24.91 - $29.02 $7.87K - $9.17K
54.7K $1.37M
NOW
Service Now, Inc.

Technology
229
+ 17.96%
$783.83 - $1170.39 $179K - $268K
1.5K $1.2M
VGT
Vanguard Information Technolog

ETFs
15
+ 0.65%
$542.38 - $646.34 $8.14K - $9.7K
2.33K $1.27M
TTD
Trade Desk, Inc.

Technology
837
+ 22.23%
$53.59 - $126.58 $44.9K - $106K
4.6K $251K
PNFP
Pinnacle Financial Partners Inc

Financial Services
88
+ 0.35%
$99.42 - $126.15 $8.75K - $11.1K
25.3K $2.68M
IWM
Ishares Russell 2000 ETF

ETFs
11
+ 0.09%
$198.1 - $229.79 $2.18K - $2.53K
12K $2.4M
VB
Vanguard Small Cap ETF

ETFs
666
+ 3.09%
$217.89 - $252.64 $145K - $168K
22.2K $4.93M
VT
Vanguard Total World Stk Index

ETFs
2.45K
+ 0.69%
$115.08 - $123.97 $282K - $304K
356K $41.3M
GOOGL
Alphabet Inc.

Communication Services
9.5K
+ 16.83%
$154.33 - $206.19 $1.47M - $1.96M
65.9K $10.2M
AVGO
Broadcom Inc.

Technology
6.62K
+ 25.13%
$167.43 - $244.7 $1.11M - $1.62M
33K $5.52M
IVW
Ishares S&P 500 Growth ETF

ETFs
579
+ 0.61%
$92.45 - $106.69 $53.5K - $61.8K
95.7K $8.86M
NVDA
Nvidia Corp

Technology
23.5K
+ 17.05%
$106.98 - $149.43 $2.51M - $3.51M
161K $17.5M
TSLA
Tesla, Inc.

Consumer Cyclical
7.35K
+ 35.98%
$222.15 - $428.22 $1.63M - $3.15M
27.8K $7.2M
HUBB
Hubbell Inc

Industrials
232
+ 0.98%
$330.91 - $456.86 $76.8K - $106K
23.9K $7.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.94K
+ 2.28%
$551.42 - $612.93 $3.27M - $3.64M
267K $149M
VUG
Vanguard Growth ETF

ETFs
4.52K
+ 1.61%
$369.1 - $427.61 $1.67M - $1.93M
285K $106M
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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