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
MTD
Mettler Toledo International Inc

Healthcare
229
+ 136.31%
$1177.09 - $1390.0 $270K - $318K
397 $468K
INTU
Intuit Inc

Technology
471
+ 25.25%
$555.63 - $630.23 $262K - $297K
2.34K $1.43M
QRVO
Qorvo, Inc.

Technology
3.61K
New
$69.12 - $90.57 $249K - $327K
3.61K $261K
BLD
Top Build Corp

Industrials
853
New
$295.17 - $354.82 $252K - $303K
853 $260K
INGR
Ingredion Inc

Consumer Defensive
1.91K
New
$125.6 - $137.36 $240K - $263K
1.91K $258K
MAS
Masco Corp

Industrials
3.72K
New
$68.67 - $81.85 $255K - $304K
3.72K $258K
MSM
Msc Industrial Direct CO Inc

Industrials
3.31K
New
$74.45 - $83.08 $246K - $275K
3.31K $257K
NWSA
News Corp

Communication Services
9.41K
New
$26.29 - $30.49 $247K - $287K
9.41K $256K
CVNA
Carvana Co.

Consumer Cyclical
1.23K
New
$166.52 - $285.33 $205K - $351K
1.23K $256K
PCTY
Paylocity Holding Corp

Technology
1.37K
New
$183.21 - $217.86 $251K - $299K
1.37K $256K
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.75K
+ 1.3%
$50.44 - $50.7 $189K - $190K
292K $14.8M
FCX
Freeport Mcmoran Inc

Basic Materials
6.72K
New
$34.5 - $43.01 $232K - $289K
6.72K $254K
NVCR
Novo Cure LTD

Healthcare
14.3K
New
$17.82 - $30.19 $255K - $432K
14.3K $254K
FR
First Industrial Realty Trust Inc

Real Estate
4.7K
New
$48.46 - $57.99 $228K - $273K
4.7K $253K
GS
Goldman Sachs Group Inc

Financial Services
589
+ 22.37%
$524.81 - $672.19 $309K - $396K
3.22K $1.76M
ETR
Entergy Corp

Utilities
2.94K
New
$75.26 - $87.89 $221K - $258K
2.94K $251K
UBS
Ubs Group Ag

Financial Services
8.21K
New
$30.28 - $35.78 $249K - $294K
8.21K $251K
DUK
Duke Energy Corp

Utilities
1.59K
+ 43.59%
$105.87 - $121.97 $168K - $194K
5.23K $638K
BMY
Bristol Myers Squibb CO

Healthcare
3.32K
+ 36.73%
$53.9 - $63.11 $179K - $209K
12.3K $753K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.96K
New
$106.31 - $123.73 $209K - $243K
1.96K $242K
RELX
Relx PLC

Communication Services
4.78K
New
$45.34 - $51.91 $217K - $248K
4.78K $240K
BK
Bank Of New York Mellon Corp

Financial Services
2.4K
+ 44.5%
$75.42 - $88.95 $181K - $213K
7.79K $653K
CTAS
Cintas Corp

Industrials
1.03K
+ 84.67%
$182.09 - $208.14 $187K - $214K
2.24K $460K
SJM
J M Smucker CO

Consumer Defensive
2.02K
New
$100.41 - $118.41 $203K - $240K
2.02K $239K
ES
Eversource Energy

Utilities
3.83K
New
$55.63 - $63.8 $213K - $244K
3.83K $237K
ESTC
Elastic N.V.

Technology
2.65K
New
$89.1 - $117.76 $236K - $312K
2.65K $236K
VRSK
Verisk Analytics, Inc.

Industrials
795
New
$268.63 - $301.33 $214K - $240K
795 $236K
DT
Dynatrace, Inc.

Technology
5K
New
$47.15 - $62.42 $236K - $312K
5K $235K
TYL
Tyler Technologies Inc

Technology
403
New
$553.41 - $646.74 $223K - $261K
403 $234K
VMI
Valmont Industries Inc

Industrials
817
New
$285.37 - $376.98 $233K - $308K
817 $233K
HIW
Highwoods Properties, Inc.

Real Estate
7.88K
New
$27.69 - $30.78 $218K - $243K
7.88K $233K
PINS
Pinterest, Inc.

Communication Services
6.79K
+ 62.09%
$29.79 - $40.0 $202K - $271K
17.7K $549K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
660
+ 29.49%
$208.48 - $244.03 $138K - $161K
2.9K $707K
SWK
Stanley Black & Decker, Inc.

Industrials
3.01K
New
$76.43 - $90.41 $230K - $272K
3.01K $231K
SBUX
Starbucks Corp

Consumer Cyclical
2.05K
+ 47.18%
$91.75 - $115.81 $188K - $238K
6.4K $627K
TTE
Total Energies Se

Energy
3.38K
New
N/A
3.38K $231K
BR
Broadridge Financial Solutions, Inc.

Technology
953
New
$221.46 - $244.83 $211K - $233K
953 $231K
GTES
Gates Industrial Corp PLC

Industrials
12.4K
New
$18.41 - $23.51 $228K - $292K
12.4K $228K
ACGL
Arch Capital Group Ltd.

Financial Services
2.38K
New
$88.13 - $96.94 $210K - $231K
2.38K $228K
C
Citigroup Inc

Financial Services
3.13K
+ 38.18%
$67.23 - $84.63 $210K - $265K
11.3K $803K
ASML
Asml Holding Nv

Technology
418
+ 24.91%
$662.63 - $776.99 $277K - $325K
2.1K $1.39M
EPR
Epr Properties

Real Estate
4.31K
New
$43.98 - $53.81 $189K - $232K
4.31K $226K
NVS
Novartis Ag

Healthcare
1.48K
+ 34.65%
$97.14 - $115.57 $143K - $170K
5.73K $639K
WDAY
Workday, Inc.

Technology
1.11K
+ 80.32%
$233.53 - $277.82 $258K - $307K
2.48K $579K
CTSH
Cognizant Technology Solutions Corp

Technology
2.94K
New
$75.32 - $90.7 $221K - $267K
2.94K $224K
ESLT
Elbit Systems LTD

Industrials
586
New
$261.47 - $413.0 $153K - $242K
586 $224K
HSIC
Henry Schein Inc

Healthcare
3.28K
New
$68.49 - $81.91 $225K - $269K
3.28K $224K
AEP
American Electric Power CO Inc

Utilities
1.37K
+ 31.93%
$90.32 - $109.27 $124K - $150K
5.67K $619K
LDOS
Leidos Holdings, Inc.

Technology
1.66K
New
$126.82 - $161.11 $210K - $267K
1.66K $223K
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
Track This Portfolio

Track Simon Quick Advisors, LLC Portfolio

Follow Simon Quick Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simon Quick Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Simon Quick Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email