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
HWM
Howmet Aerospace Inc.

Industrials
3.71K
New
$110.79 - $139.39 $411K - $517K
3.71K $480K
GE
General Electric CO

Industrials
1.42K
+ 24.47%
$168.59 - $212.13 $240K - $301K
7.23K $1.45M
KHC
Kraft Heinz CO

Consumer Defensive
15.7K
New
$28.51 - $32.22 $446K - $505K
15.7K $476K
AMGN
Amgen Inc

Healthcare
1.03K
+ 34.29%
$258.59 - $327.36 $266K - $336K
4.02K $1.25M
BXSL
Blackstone Secured Lending Fund

Financial Services
14.6K
New
$31.3 - $34.5 $456K - $503K
14.6K $471K
MP
Mp Materials Corp.

Basic Materials
219
+ 0.42%
$16.39 - $26.93 $3.59K - $5.9K
52.8K $1.29M
IAU
Ishares Gold Trust

ETFs
7.86K
New
$49.74 - $58.96 $391K - $464K
7.86K $463K
G
Genpact LTD

Technology
9.16K
New
$42.88 - $55.54 $393K - $509K
9.16K $461K
CLIR
Clear Sign Technologies Corp

Industrials
603K
New
$0.75 - $1.48 $452K - $893K
603K $452K
XLK
Technology Sector Spdr

ETFs
2.66K
+ 70.49%
$206.38 - $242.18 $549K - $644K
6.43K $1.33M
OTIS
Otis Worldwide Corp

Industrials
4.3K
New
$90.77 - $104.01 $390K - $447K
4.3K $443K
PLTR
Palantir Technologies Inc.

Technology
4.03K
+ 36.59%
$64.98 - $124.62 $262K - $502K
15K $1.27M
FOXA
Fox Corp

Communication Services
7.64K
New
$47.9 - $58.0 $366K - $443K
7.64K $432K
IWV
Ishares Russell 3000 ETF

ETFs
2.03K
+ 17.13%
$313.1 - $349.83 $636K - $710K
13.9K $4.39M
GILD
Gilead Sciences, Inc.

Healthcare
2.71K
+ 44.35%
$89.14 - $117.41 $242K - $319K
8.83K $989K
LEN
Lennar Corp

Consumer Cyclical
3.69K
New
$113.93 - $141.54 $420K - $522K
3.69K $423K
GD
General Dynamics Corp

Industrials
1.52K
+ 169.96%
$241.94 - $272.58 $367K - $413K
2.41K $656K
MOH
Molina Healthcare, Inc.

Healthcare
1.28K
New
$266.57 - $333.27 $340K - $425K
1.28K $420K
MNST
Monster Beverage Corp

Consumer Defensive
6.54K
+ 159.0%
$46.16 - $58.58 $302K - $383K
10.7K $623K
PHM
Pultegroup Inc

Consumer Cyclical
3.96K
New
$101.09 - $118.51 $401K - $470K
3.96K $407K
XLV
Select Sector Spdr Fund Health

ETFs
2.8K
New
$137.61 - $149.68 $385K - $419K
2.8K $404K
CL
Colgate Palmolive CO

Consumer Defensive
4.05K
+ 57.2%
$85.68 - $97.5 $347K - $394K
11.1K $1.04M
YUM
Yum Brands Inc

Consumer Cyclical
2.52K
New
$123.25 - $162.53 $310K - $409K
2.52K $395K
MKL
Markel Corp

Financial Services
211
New
$1660.14 - $2059.83 $350K - $435K
211 $394K
CRUS
Cirrus Logic, Inc.

Technology
3.9K
New
$97.89 - $111.4 $382K - $434K
3.9K $388K
ST
Sensata Technologies Holding PLC

Technology
15.9K
New
$24.27 - $30.0 $387K - $478K
15.9K $386K
CCK
Crown Holdings Inc

Consumer Cyclical
4.24K
New
$78.77 - $91.74 $334K - $389K
4.24K $378K
VICI
Vici Properties Inc.

Real Estate
11.5K
New
$28.21 - $32.68 $324K - $375K
11.5K $374K
WCC
Wesco International Inc

Industrials
2.37K
New
$155.3 - $199.95 $368K - $474K
2.37K $368K
PEP
Pepsico Inc

Consumer Defensive
2.51K
+ 41.77%
$142.64 - $156.42 $358K - $392K
8.51K $1.28M
TMO
Thermo Fisher Scientific Inc.

Healthcare
848
+ 33.0%
$497.6 - $606.74 $422K - $515K
3.42K $1.7M
WFC
Wells Fargo & Company

Financial Services
4.72K
+ 34.29%
$66.78 - $81.42 $315K - $384K
18.5K $1.33M
BKR
Baker Hughes CO

Energy
8.2K
New
$41.16 - $48.85 $337K - $400K
8.2K $360K
IDXX
Idexx Laboratories Inc

Healthcare
857
New
$406.29 - $469.04 $348K - $402K
857 $359K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
10.8K
New
$31.92 - $38.83 $346K - $421K
10.8K $358K
SNA
Snap On Inc

Industrials
1.07K
New
$324.09 - $358.62 $345K - $382K
1.07K $358K
SAP
Sap Se

Technology
1.18K
+ 69.36%
$241.4 - $293.69 $284K - $346K
2.87K $771K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
2.04K
New
$160.89 - $187.27 $327K - $381K
2.04K $352K
UHS
Universal Health Services Inc

Healthcare
1.87K
New
$163.99 - $193.27 $306K - $361K
1.87K $350K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
31.4K
New
$9.19 - $12.93 $288K - $405K
31.4K $350K
GRMN
Garmin LTD

Technology
1.61K
New
$204.55 - $241.93 $329K - $389K
1.61K $348K
RL
Ralph Lauren Corp

Consumer Cyclical
1.58K
New
$215.68 - $286.74 $340K - $452K
1.58K $347K
VZ
Verizon Communications Inc

Communication Services
4.78K
+ 19.63%
$37.81 - $46.49 $181K - $222K
29.1K $1.32M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.05K
New
$157.11 - $206.52 $322K - $423K
2.05K $344K
PAYX
Paychex Inc

Industrials
1.73K
+ 31.12%
$136.06 - $154.52 $235K - $267K
7.27K $1.12M
HCA
Hca Healthcare, Inc.

Healthcare
997
New
$296.7 - $345.55 $296K - $345K
997 $344K
SBAC
Sba Communications Corp

Real Estate
1.56K
New
$192.76 - $224.91 $301K - $351K
1.56K $343K
NOC
Northrop Grumman Corp

Industrials
582
+ 55.91%
$433.45 - $513.82 $252K - $299K
1.62K $830K
JLL
Jones Lang Lasalle Inc

Real Estate
1.38K
New
$238.0 - $284.76 $329K - $393K
1.38K $342K
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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