Simon Quick Advisors, LLC Purchases in Q2 2025

Simon Quick Advisors, LLC

  • $2.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
12.7K
+ 23.41%
$100.35 - $100.71 $1.28M - $1.28M
67.1K $6.76M
ORCL
Oracle Corp

Technology
2.66K
+ 31.23%
$122.82 - $218.63 $327K - $582K
11.2K $2.45M
ISRG
Intuitive Surgical Inc

Healthcare
2.08K
+ 84.35%
$451.58 - $565.94 $939K - $1.18M
4.55K $2.47M
PEP
Pepsico Inc

Consumer Defensive
10.3K
+ 121.23%
$128.02 - $151.37 $1.32M - $1.56M
18.8K $2.49M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.96K
+ 37.7%
$141.37 - $228.57 $418K - $677K
10.8K $2.45M
PM
Philip Morris International Inc.

Consumer Defensive
4.3K
+ 30.76%
$149.23 - $184.95 $641K - $794K
18.3K $3.32M
QQQ
Invesco Qqq Trust, Series 1

ETFs
979
+ 15.47%
$416.06 - $551.64 $407K - $540K
7.31K $4.03M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
28.1K
New
$35.3 - $37.51 $991K - $1.05M
28.1K $1.05M
GE
General Electric CO

Industrials
2.37K
+ 32.81%
$166.81 - $257.39 $396K - $610K
9.6K $2.47M
HYD
Vaneck High Yield Muni ETF

ETFs
19.7K
New
$49.08 - $51.35 $967K - $1.01M
19.7K $989K
CCL
Carnival Corp

Consumer Cyclical
32.4K
New
$16.43 - $28.12 $532K - $911K
32.4K $910K
EL
Estee Lauder Companies Inc

Consumer Defensive
11.1K
New
$50.06 - $80.8 $556K - $898K
11.1K $898K
GUNR
Flexshares Tr Morningstar Glob

ETFs
22.4K
New
$33.77 - $41.16 $755K - $920K
22.4K $896K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.2K
+ 47.91%
$77.94 - $79.5 $799K - $815K
31.6K $2.51M
SUB
Ishares Short Term National Mu

ETFs
7.62K
+ 58.15%
$104.77 - $106.34 $799K - $811K
20.7K $2.2M
UBER
Uber Technologies, Inc

Technology
3.23K
+ 12.9%
$64.62 - $93.3 $209K - $302K
28.3K $2.64M
GS
Goldman Sachs Group Inc

Financial Services
404
+ 12.54%
$462.22 - $707.75 $187K - $286K
3.63K $2.57M
MA
Mastercard Inc

Financial Services
1.23K
+ 15.61%
$479.92 - $590.74 $592K - $728K
9.13K $5.13M
JBHT
Hunt J B Transport Services Inc

Industrials
5.36K
New
$124.73 - $152.78 $669K - $819K
5.36K $769K
BKNG
Booking Holdings Inc.

Consumer Cyclical
39
+ 8.63%
$4164.15 - $5789.24 $162K - $226K
491 $2.84M
NOW
Service Now, Inc.

Technology
381
+ 25.33%
$721.65 - $1040.18 $275K - $396K
1.89K $1.94M
FIVE
Five Below, Inc

Consumer Cyclical
5.58K
New
$55.75 - $131.18 $311K - $732K
5.58K $731K
CSCO
Cisco Systems, Inc.

Technology
7.25K
+ 24.5%
$53.19 - $69.38 $386K - $503K
36.8K $2.56M
AMD
Advanced Micro Devices Inc

Technology
2.87K
+ 34.95%
$78.21 - $143.81 $224K - $412K
11.1K $1.57M
ABT
Abbott Laboratories

Healthcare
4.43K
+ 18.28%
$123.95 - $138.08 $549K - $612K
28.7K $3.9M
DIS
Walt Disney CO

Communication Services
2.72K
+ 20.07%
$81.72 - $124.01 $222K - $337K
16.3K $2.02M
TIP
Ishares Tr Tips Bd ETF

ETFs
6.17K
+ 57.82%
$107.93 - $110.97 $666K - $685K
16.9K $1.85M
COIN
Coinbase Global, Inc.

Technology
678
+ 28.23%
$151.47 - $375.07 $103K - $254K
3.08K $1.08M
CVS
Cvs Health Corp

Healthcare
9.37K
+ 116.97%
$60.04 - $70.18 $563K - $658K
17.4K $1.2M
BA
Boeing CO

Industrials
2.04K
+ 36.69%
$136.59 - $217.51 $278K - $443K
7.58K $1.59M
KRC
Kilroy Realty Corp

Real Estate
18.7K
New
$28.32 - $35.95 $529K - $672K
18.7K $640K
SMG
Scotts Miracle Gro CO

Basic Materials
9.72K
New
$48.21 - $66.48 $468K - $646K
9.72K $640K
JNJ
Johnson & Johnson

Healthcare
6.18K
+ 26.54%
$146.36 - $159.82 $905K - $988K
29.5K $4.5M
AZTA
Azenta, Inc.

Healthcare
20.6K
New
$25.03 - $35.41 $516K - $731K
20.6K $635K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
56.6K
New
$10.78 - $11.28 $610K - $638K
56.6K $629K
IGF
Ishares Global Infrastructure

ETFs
10.6K
New
$50.55 - $59.83 $535K - $634K
10.6K $627K
AMAT
Applied Materials Inc

Technology
2.29K
+ 41.69%
$126.95 - $183.52 $290K - $420K
7.77K $1.42M
TTEK
Tetra Tech Inc

Industrials
17.4K
New
$28.01 - $36.25 $488K - $631K
17.4K $626K
KLAC
Kla Corp

Technology
396
+ 32.12%
$576.53 - $902.94 $228K - $358K
1.63K $1.46M
DDOG
Datadog, Inc.

Technology
4.61K
New
$87.0 - $134.33 $401K - $620K
4.61K $619K
APH
Amphenol Corp

Technology
3.02K
+ 32.43%
$59.09 - $98.75 $178K - $298K
12.3K $1.22M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
3.05K
New
$167.22 - $212.42 $509K - $647K
3.05K $602K
GLD
Spdr Gold Trust

ETFs
1.53K
+ 19.56%
$273.71 - $316.29 $420K - $485K
9.37K $2.86M
CMI
Cummins Inc

Industrials
1.73K
+ 87.03%
$267.12 - $336.65 $462K - $583K
3.72K $1.22M
DASH
Door Dash, Inc.

Communication Services
1.57K
+ 48.13%
$163.16 - $246.51 $256K - $387K
4.83K $1.19M
SWKS
Skyworks Solutions, Inc.

Technology
7.89K
New
$49.2 - $74.95 $388K - $591K
7.89K $588K
DLTR
Dollar Tree, Inc.

Consumer Defensive
5.93K
New
$67.22 - $100.51 $399K - $596K
5.93K $587K
SPOT
Spotify Technology S.A.

Communication Services
393
+ 30.56%
$503.3 - $775.9 $198K - $305K
1.68K $1.29M
LECO
Lincoln Electric Holdings Inc

Industrials
2.78K
New
$167.18 - $211.38 $464K - $587K
2.78K $575K
Activity Summary
Buys All Purchases 673 New Holdings 220 Increased Positions 453 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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