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
TDG
Trans Digm Group Inc

Industrials
221
+ 79.5%
$1251.32 - $1394.11 $277K - $308K
499 $690K
ELV
Elevance Health, Inc.

Healthcare
773
New
$365.9 - $436.25 $283K - $337K
773 $336K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.09K
New
$307.43 - $357.48 $334K - $388K
1.09K $334K
PSA
Public Storage

Real Estate
1.12K
New
$288.99 - $313.98 $323K - $351K
1.12K $334K
SHOP
Shopify Inc.

Technology
3.5K
New
$90.59 - $129.31 $317K - $452K
3.5K $333K
KLAC
Kla Corp

Technology
427
+ 52.98%
$636.62 - $777.63 $272K - $332K
1.23K $838K
HSY
Hershey CO

Consumer Defensive
1.93K
New
$144.74 - $186.36 $280K - $360K
1.93K $330K
ZBRA
Zebra Technologies Corp

Technology
1.16K
New
$271.72 - $421.11 $315K - $489K
1.16K $328K
BSX
Boston Scientific Corp

Healthcare
2.36K
+ 30.43%
$89.38 - $106.18 $211K - $250K
10.1K $1.02M
TMUS
T Mobile Us, Inc.

Communication Services
653
+ 19.73%
$211.3 - $272.83 $138K - $178K
3.96K $1.06M
SE
Sea LTD

Consumer Cyclical
2.5K
New
$104.87 - $146.31 $262K - $366K
2.5K $326K
BYD
Boyd Gaming Corp

Consumer Cyclical
4.97K
New
$65.83 - $79.52 $327K - $395K
4.97K $326K
AJG
Arthur J. Gallagher & Co.

Financial Services
798
+ 99.13%
$275.89 - $345.24 $220K - $276K
1.6K $553K
AME
Ametek Inc

Industrials
1.89K
New
$170.39 - $190.43 $322K - $360K
1.89K $325K
UNP
Union Pacific Corp

Industrials
1.22K
+ 31.99%
$225.21 - $254.42 $276K - $311K
5.05K $1.19M
LHX
L3 Harris Technologies, Inc.

Industrials
1.53K
New
$194.65 - $222.86 $297K - $340K
1.53K $319K
MCK
Mckesson Corp

Healthcare
368
+ 55.26%
$566.21 - $672.99 $208K - $248K
1.03K $695K
WEN
Wendy'S CO

Consumer Cyclical
21.7K
New
$14.17 - $16.17 $307K - $350K
21.7K $316K
RACE
Ferrari N.V.

Consumer Cyclical
737
New
$413.73 - $508.15 $305K - $375K
737 $315K
NLOK
Norton Life Lock Inc.

Technology
14.6K
New
N/A
14.6K $314K
KKR
Kkr & Co. Inc.

Financial Services
3.48K
+ 123.61%
$108.17 - $167.07 $377K - $582K
6.3K $728K
MPWR
Monolithic Power Systems Inc

Technology
535
New
$565.7 - $720.25 $303K - $385K
535 $310K
HSBC
Hsbc Holdings PLC

Financial Services
5.38K
New
$48.68 - $61.58 $262K - $331K
5.38K $309K
BKNG
Booking Holdings Inc.

Consumer Cyclical
95
+ 26.61%
$4295.4 - $5141.88 $408K - $488K
452 $2.08M
AVY
Avery Dennison Corp

Industrials
1.74K
New
$174.58 - $195.91 $303K - $340K
1.74K $308K
CRL
Charles River Laboratories International, Inc.

Healthcare
2.04K
New
$150.52 - $190.14 $307K - $388K
2.04K $307K
TRV
Travelers Companies, Inc.

Financial Services
1.02K
+ 65.7%
$232.43 - $265.13 $237K - $270K
2.57K $679K
XYL
Xylem Inc.

Industrials
2.57K
New
$114.02 - $132.04 $293K - $339K
2.57K $306K
ZTS
Zoetis Inc.

Healthcare
1.82K
+ 60.26%
$156.48 - $175.67 $284K - $319K
4.84K $796K
INTC
Intel Corp

Technology
13.4K
New
$19.1 - $27.39 $257K - $368K
13.4K $305K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
27.2K
New
$11.01 - $11.72 $299K - $319K
27.2K $305K
CMCSA
Comcast Corp

Communication Services
8.58K
+ 41.66%
$33.19 - $38.23 $285K - $328K
29.2K $1.08M
ORI
Old Republic International Corp

Financial Services
7.7K
New
$33.46 - $39.22 $258K - $302K
7.7K $301K
SNPS
Synopsys Inc

Technology
774
+ 121.51%
$428.58 - $551.54 $332K - $427K
1.41K $605K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12.7K
New
$22.25 - $23.0 $283K - $292K
12.7K $291K
CMI
Cummins Inc

Industrials
1.03K
+ 107.62%
$312.92 - $386.07 $323K - $398K
1.99K $623K
CASY
Caseys General Stores Inc

Consumer Cyclical
668
New
$378.71 - $442.54 $253K - $296K
668 $289K
AZO
Autozone Inc

Consumer Cyclical
23
+ 6.97%
$3193.96 - $3828.11 $73.5K - $88K
353 $1.35M
MDT
Medtronic PLC

Healthcare
2.64K
+ 51.18%
$79.84 - $94.5 $211K - $250K
7.8K $700K
ANSS
Ansys Inc

Technology
909
New
$316.56 - $360.36 $288K - $328K
909 $287K
DASH
Door Dash, Inc.

Communication Services
1.4K
+ 75.35%
$168.37 - $213.38 $236K - $299K
3.26K $595K
FFIV
F5, Inc.

Technology
976
+ 59.77%
$251.75 - $310.6 $246K - $303K
2.61K $694K
JCI
Johnson Controls International PLC

Industrials
3.5K
+ 109.39%
$76.12 - $90.6 $266K - $317K
6.69K $535K
IFF
International Flavors & Fragrances Inc

Basic Materials
3.65K
New
$76.48 - $87.72 $279K - $320K
3.65K $283K
ALLE
Allegion PLC

Industrials
2.13K
New
$123.79 - $135.5 $264K - $289K
2.13K $278K
EMN
Eastman Chemical CO

Basic Materials
3.14K
New
$87.05 - $103.47 $274K - $325K
3.14K $276K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.66K
+ 68.46%
$119.38 - $161.42 $317K - $429K
6.53K $780K
NXPI
Nxp Semiconductors N.V.

Technology
1.4K
New
$189.99 - $245.86 $265K - $343K
1.4K $265K
OSK
Oshkosh Corp

Industrials
2.81K
New
$89.56 - $116.4 $251K - $327K
2.81K $264K
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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