Simon Quick Advisors, LLC Purchases in Q3 2024

Simon Quick Advisors, LLC

  • $1.57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
781
+ 38.27%
$98.19 - $118.87 $76.7K - $92.8K
2.82K $308K
VOT
Vanguard Mid Cap Growth Index

ETFs
18
+ 0.32%
$218.05 - $243.47 $3.92K - $4.38K
5.66K $1.38M
TGT
Target Corp

Consumer Defensive
454
+ 28.72%
$133.47 - $159.25 $60.6K - $72.3K
2.04K $317K
ED
Consolidated Edison Inc

Utilities
349
+ 11.61%
$88.42 - $104.97 $30.9K - $36.6K
3.36K $349K
XEL
Xcel Energy Inc

Utilities
294
+ 5.91%
$52.11 - $65.3 $15.3K - $19.2K
5.27K $344K
DUK
Duke Energy Corp

Utilities
312
+ 11.4%
$99.35 - $117.71 $31K - $36.7K
3.05K $351K
COF
Capital One Financial Corp

Financial Services
388
+ 25.18%
$131.42 - $153.05 $51K - $59.4K
1.93K $288K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
235
+ 12.86%
$210.25 - $231.86 $49.4K - $54.5K
2.06K $460K
BK
Bank Of New York Mellon Corp

Financial Services
238
+ 5.08%
$59.54 - $72.17 $14.2K - $17.2K
4.92K $353K
FFIV
F5, Inc.

Technology
37
+ 2.73%
$170.44 - $223.6 $6.31K - $8.27K
1.39K $306K
ADI
Analog Devices Inc

Technology
302
+ 20.91%
$200.56 - $243.33 $60.6K - $73.5K
1.75K $401K
AZO
Autozone Inc

Consumer Cyclical
4
+ 1.25%
$2815.0 - $3212.87 $11.3K - $12.9K
324 $1.02M
ALL
Allstate Corp

Financial Services
77
+ 4.07%
$158.43 - $192.86 $12.2K - $14.9K
1.97K $373K
FDX
Fedex Corp

Industrials
329
+ 46.67%
$254.64 - $313.52 $83.8K - $103K
1.03K $282K
MET
Metlife Inc

Financial Services
347
+ 10.32%
$67.96 - $82.48 $23.6K - $28.6K
3.71K $306K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
43
+ 19.63%
$1015.62 - $1159.62 $43.7K - $49.9K
262 $301K
WIT
Wipro LTD

Technology
9.25K
+ 34.77%
$5.66 - $6.89 $52.4K - $63.8K
35.9K $232K
CVLT
Commvault Systems Inc

Technology
29
+ 1.45%
$119.99 - $155.51 $3.48K - $4.51K
2.03K $311K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
201
+ 11.07%
$201.82 - $234.36 $40.6K - $47.1K
2.02K $464K
WFC
Wells Fargo & Company

Financial Services
1.69K
+ 17.04%
$51.58 - $60.97 $87.3K - $103K
11.6K $656K
MSI
Motorola Solutions, Inc.

Technology
69
+ 12.87%
$385.65 - $450.49 $26.6K - $31.1K
605 $272K
SAP
Sap Se

Technology
126
+ 9.5%
$197.21 - $231.0 $24.8K - $29.1K
1.45K $332K
PLD
Prologis, Inc.

Real Estate
203
+ 7.87%
$111.95 - $132.43 $22.7K - $26.9K
2.78K $351K
ICSH
Blackrock Ultra Short Term Bon

ETFs
14
+ 0.0%
$50.32 - $50.75 $704 - $711
288K $14.6M
TDG
Trans Digm Group Inc

Industrials
21
+ 10.24%
$1202.03 - $1427.41 $25.2K - $30K
226 $322K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6
+ 0.05%
$66.31 - $74.08 $398 - $444
12.3K $902K
SCHV
Schwab Strategic Tr Us Large C

ETFs
91
+ 1.11%
$73.43 - $80.37 $6.68K - $7.31K
8.31K $668K
CMI
Cummins Inc

Industrials
67
+ 8.54%
$266.63 - $326.4 $17.9K - $21.9K
852 $275K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
513
+ 5.23%
$81.31 - $83.29 $41.7K - $42.7K
10.3K $857K
TRV
Travelers Companies, Inc.

Financial Services
58
+ 4.26%
$201.87 - $242.35 $11.7K - $14.1K
1.42K $332K
ETN
Eaton Corp PLC

Industrials
66
+ 3.75%
$272.52 - $333.02 $18K - $22K
1.83K $605K
MFG
Mizuho Financial Group Inc

Financial Services
12.7K
New
$3.69 - $4.62 $47K - $58.8K
12.7K $53K
CDW
Cdw Corp

Technology
174
+ 3.25%
$206.67 - $239.84 $36K - $41.7K
5.52K $1.25M
XLU
Utilities Sector Spdr

ETFs
1
+ 0.02%
$67.67 - $80.78 $67.7 - $80.8
4.19K $338K
SPG
Simon Property Group Inc

Real Estate
180
+ 13.45%
$146.09 - $170.11 $26.3K - $30.6K
1.52K $256K
SAN
Banco Santander, S.A.

Financial Services
10.3K
New
$4.37 - $5.16 $44.9K - $53K
10.3K $52K
WMB
Williams Companies, Inc.

Energy
681
+ 10.78%
$41.24 - $46.22 $28.1K - $31.5K
7K $319K
CME
Cme Group Inc.

Financial Services
107
+ 9.93%
$193.43 - $220.62 $20.7K - $23.6K
1.19K $261K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
32
+ 0.46%
$64.57 - $71.76 $2.07K - $2.3K
6.93K $497K
UMC
United Microelectronics Corp

Technology
5.86K
+ 49.99%
$7.43 - $8.89 $43.5K - $52.1K
17.6K $148K
TIP
Ishares Tr Tips Bd ETF

ETFs
59
+ 0.54%
$105.92 - $110.83 $6.25K - $6.54K
11K $1.21M
PRIM
Primoris Services Corp

Industrials
41
+ 0.83%
$47.41 - $59.36 $1.94K - $2.43K
4.99K $289K
INTU
Intuit Inc

Technology
156
+ 10.35%
$602.97 - $670.49 $94.1K - $105K
1.66K $1.03M
MC
Moelis & CO

Financial Services
8
+ 0.23%
$57.14 - $70.62 $457 - $565
3.54K $242K
LNG
Cheniere Energy, Inc.

Energy
160
+ 7.12%
$172.24 - $186.09 $27.6K - $29.8K
2.41K $432K
VCIT
Vanguard Intermediate Term Cor

ETFs
95
+ 1.16%
$79.29 - $84.02 $7.53K - $7.98K
8.29K $694K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
26
+ 0.37%
$75.47 - $83.18 $1.96K - $2.16K
6.96K $578K
SCHW
Schwab Charles Corp

Financial Services
1.52K
+ 21.88%
$61.74 - $76.08 $93.8K - $116K
8.47K $548K
GM
General Motors CO

Consumer Cyclical
985
+ 18.64%
$39.95 - $49.9 $39.4K - $49.2K
6.27K $281K
Activity Summary
Buys All Purchases 325 New Holdings 67 Increased Positions 258 Sells All Sells 92 Reductions 92 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