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
FLR
Fluor Corp

Industrials
11.2K
New
$30.86 - $51.42 $344K - $574K
11.2K $572K
IQDF
Flexshares International Quali

ETFs
21.1K
New
$22.1 - $27.31 $466K - $576K
21.1K $571K
EWD
Ishares Inc Msci Sweden ETF

ETFs
12K
New
$37.07 - $46.35 $444K - $555K
12K $547K
WDC
Western Digital Corp

Technology
8.34K
New
$30.54 - $63.99 $255K - $534K
8.34K $533K
HAS
Hasbro, Inc.

Consumer Cyclical
7.1K
New
$50.71 - $73.82 $360K - $524K
7.1K $523K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
7.93K
New
$52.84 - $65.52 $419K - $519K
7.93K $519K
UAL
United Airlines Holdings, Inc.

Industrials
6.52K
New
$56.15 - $84.23 $366K - $550K
6.52K $519K
IWM
Ishares Russell 2000 ETF

ETFs
1.53K
+ 12.76%
$174.82 - $215.79 $267K - $330K
13.5K $2.92M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.7K
New
$86.93 - $109.64 $409K - $515K
4.7K $515K
MAS
Masco Corp

Industrials
8.26K
+ 222.11%
$58.73 - $71.06 $485K - $587K
12K $770K
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.79K
New
$83.97 - $92.85 $487K - $538K
5.79K $511K
DBX
Dropbox, Inc.

Technology
17.9K
New
$25.42 - $29.7 $455K - $531K
17.9K $511K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
830
+ 36.29%
$177.93 - $313.14 $148K - $260K
3.12K $976K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
914
+ 120.9%
$328.01 - $475.68 $300K - $435K
1.67K $781K
SYF
Synchrony Financial

Financial Services
7.49K
New
$43.81 - $66.74 $328K - $500K
7.49K $500K
OZK
Bank Ozk

Financial Services
10.6K
New
$37.58 - $47.34 $398K - $502K
10.6K $498K
TNL
Travel & Leisure Co.

Consumer Cyclical
9.61K
New
$38.78 - $51.89 $373K - $499K
9.61K $496K
BSX
Boston Scientific Corp

Healthcare
3.92K
+ 38.78%
$89.7 - $107.41 $352K - $421K
14K $1.51M
HWM
Howmet Aerospace Inc.

Industrials
1.47K
+ 39.63%
$112.33 - $186.13 $165K - $273K
5.18K $963K
EPR
Epr Properties

Real Estate
7.72K
+ 179.23%
$43.53 - $59.11 $336K - $456K
12K $700K
MP
Mp Materials Corp.

Basic Materials
138
+ 0.26%
$18.77 - $37.74 $2.59K - $5.21K
52.9K $1.76M
PPG
Ppg Industries Inc

Basic Materials
4.14K
New
$91.66 - $115.04 $379K - $476K
4.14K $470K
HOOD
Robinhood Markets, Inc.

Technology
5.01K
New
$34.17 - $93.63 $171K - $469K
5.01K $468K
EGP
Eastgroup Properties Inc

Real Estate
2.79K
New
$145.28 - $176.09 $406K - $492K
2.79K $466K
HUM
Humana Inc

Healthcare
1.9K
New
$224.93 - $295.04 $427K - $560K
1.9K $464K
MPC
Marathon Petroleum Corp

Energy
2.32K
+ 60.33%
$118.55 - $170.08 $275K - $395K
6.17K $1.02M
MSM
Msc Industrial Direct CO Inc

Industrials
5.08K
+ 153.35%
$70.15 - $85.48 $356K - $434K
8.39K $712K
JCI
Johnson Controls International PLC

Industrials
2.66K
+ 39.79%
$71.14 - $105.62 $189K - $281K
9.35K $987K
UPS
United Parcel Service Inc

Industrials
4.81K
+ 106.55%
$91.92 - $110.2 $442K - $530K
9.33K $941K
ETSY
Etsy Inc

Consumer Cyclical
8.57K
+ 191.51%
$40.8 - $63.88 $350K - $547K
13K $654K
TER
Teradyne, Inc

Technology
4.92K
New
$67.96 - $91.05 $334K - $448K
4.92K $442K
PANW
Palo Alto Networks Inc

Technology
910
+ 12.16%
$152.44 - $204.64 $139K - $186K
8.39K $1.72M
CI
Cigna Corp

Healthcare
1.29K
+ 41.09%
$301.89 - $340.04 $391K - $440K
4.44K $1.47M
TXG
10x Genomics, Inc.

Healthcare
36.9K
New
$7.14 - $11.73 $264K - $433K
36.9K $427K
CPT
Camden Property Trust

Real Estate
3.77K
New
$106.53 - $122.8 $402K - $463K
3.77K $425K
MLM
Martin Marietta Materials Inc

Basic Materials
213
+ 4.91%
$452.51 - $568.19 $96.4K - $121K
4.55K $2.5M
NNN
National Retail Properties, Inc.

Real Estate
9.74K
+ 203.45%
$37.56 - $43.42 $366K - $423K
14.5K $627K
MDB
Mongo Db, Inc.

Technology
2.02K
New
$145.85 - $225.38 $294K - $454K
2.02K $423K
NRG
Nrg Energy, Inc.

Utilities
2.57K
New
$83.61 - $162.67 $215K - $419K
2.57K $413K
KO
Coca Cola CO

Consumer Defensive
6.06K
+ 24.74%
$68.37 - $73.9 $414K - $448K
30.5K $2.16M
IGM
Ishares Expanded Tech Sector E

ETFs
67
+ 0.36%
$79.8 - $112.34 $5.35K - $7.53K
18.6K $2.09M
ILMN
Illumina, Inc.

Healthcare
4.25K
New
$70.3 - $95.41 $299K - $405K
4.25K $405K
LMT
Lockheed Martin Corp

Industrials
828
+ 66.4%
$430.82 - $486.45 $357K - $403K
2.08K $961K
STT
State Street Corp

Financial Services
3.76K
New
$75.33 - $106.34 $283K - $400K
3.76K $400K
DG
Dollar General Corp

Consumer Defensive
3.46K
New
$86.02 - $114.95 $298K - $398K
3.46K $395K
ZBRA
Zebra Technologies Corp

Technology
1.18K
+ 101.72%
$213.54 - $309.26 $252K - $365K
2.34K $722K
ZM
Zoom Video Communications, Inc.

Technology
4.78K
+ 129.07%
$66.7 - $84.62 $319K - $404K
8.48K $661K
CEG
Constellation Energy Corp

Utilities
566
+ 33.35%
$170.96 - $322.76 $96.8K - $183K
2.26K $730K
VMI
Valmont Industries Inc

Industrials
1.08K
+ 132.44%
$263.86 - $333.86 $285K - $361K
1.9K $620K
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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