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
SHEL
Shell PLC

Energy
1.51K
+ 14.47%
$62.84 - $73.29 $95.1K - $111K
12K $877K
TXN
Texas Instruments Inc

Technology
1.14K
+ 21.58%
N/A
6.43K $1.25M
VNO
Vornado Realty Trust

Real Estate
5.98K
New
$35.4 - $43.26 $212K - $259K
5.98K $221K
AZN
Astrazeneca PLC

Healthcare
2.39K
+ 42.84%
$65.37 - $77.96 $156K - $186K
7.97K $585K
WCN
Waste Connections, Inc.

Industrials
1.13K
New
$169.89 - $195.19 $191K - $220K
1.13K $219K
WMB
Williams Companies, Inc.

Energy
2.9K
+ 36.41%
$54.02 - $61.09 $157K - $177K
10.9K $648K
MU
Micron Technology Inc

Technology
2.38K
+ 55.38%
$86.89 - $109.38 $207K - $260K
6.67K $579K
EQT
Eqt Corp

Energy
4.07K
New
$46.16 - $54.25 $188K - $221K
4.07K $217K
BA
Boeing CO

Industrials
1.42K
+ 34.48%
$148.15 - $186.25 $211K - $265K
5.55K $945K
CBRE
Cbre Group, Inc.

Real Estate
1.64K
New
$121.79 - $147.13 $199K - $241K
1.64K $214K
ETSY
Etsy Inc

Consumer Cyclical
4.48K
New
$44.4 - $57.29 $199K - $256K
4.48K $211K
ROKU
Roku, Inc

Communication Services
2.99K
New
$67.36 - $99.07 $202K - $297K
2.99K $210K
URI
United Rentals, Inc.

Industrials
335
New
$594.17 - $789.56 $199K - $265K
335 $209K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.9K
New
$101.42 - $113.2 $193K - $215K
1.9K $209K
AWK
American Water Works Company, Inc.

Utilities
1.42K
New
$121.01 - $149.31 $171K - $211K
1.42K $208K
SONY
Sony Group Corp

Technology
6.28K
+ 56.6%
$19.88 - $25.64 $125K - $161K
17.4K $441K
SYK
Stryker Corp

Healthcare
470
+ 18.3%
$355.18 - $399.9 $167K - $188K
3.04K $1.13M
KMX
Carmax Inc

Consumer Cyclical
2.65K
New
$69.25 - $89.19 $184K - $237K
2.65K $206K
HPE
Hewlett Packard Enterprise CO

Technology
13.4K
New
$14.77 - $24.42 $198K - $327K
13.4K $206K
EFV
Msci Eafe Value ETF

ETFs
3.46K
New
$51.88 - $60.73 $179K - $210K
3.46K $205K
GHC
Graham Holdings CO

Consumer Defensive
213
New
$854.34 - $983.77 $182K - $210K
213 $204K
NNN
National Retail Properties, Inc.

Real Estate
4.79K
New
$38.0 - $43.19 $182K - $207K
4.79K $204K
AIG
American International Group, Inc.

Financial Services
2.34K
New
$70.5 - $86.94 $165K - $204K
2.34K $203K
ARW
Arrow Electronics Inc

Technology
1.96K
New
$101.93 - $119.3 $200K - $234K
1.96K $203K
GWW
W.W. Grainger, Inc.

Industrials
205
New
$953.54 - $1132.42 $195K - $232K
205 $202K
DPZ
Dominos Pizza Inc

Consumer Cyclical
440
New
$402.33 - $489.71 $177K - $215K
440 $202K
UNM
Unum Group

Financial Services
2.49K
New
$71.8 - $83.34 $178K - $207K
2.49K $202K
VRSN
Verisign Inc

Technology
788
New
$205.1 - $254.74 $162K - $201K
788 $200K
CHTR
Charter Communications, Inc.

Communication Services
543
New
$334.89 - $384.77 $182K - $209K
543 $200K
AON
Aon PLC

Financial Services
399
+ 38.89%
$348.44 - $409.32 $139K - $163K
1.43K $568K
EBAY
Ebay Inc

Consumer Cyclical
2.96K
New
$61.61 - $70.93 $182K - $210K
2.96K $200K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
14.6K
New
$9.49 - $14.83 $139K - $217K
14.6K $199K
ING
Ing Groep Nv

Financial Services
10.1K
New
$15.51 - $20.74 $157K - $210K
10.1K $198K
ROP
Roper Technologies Inc

Industrials
261
+ 43.0%
$502.71 - $593.81 $131K - $155K
868 $511K
ED
Consolidated Edison Inc

Utilities
690
+ 12.26%
$88.0 - $110.59 $60.7K - $76.3K
6.32K $698K
CB
Chubb LTD

Financial Services
502
+ 28.83%
$257.71 - $301.99 $129K - $152K
2.24K $677K
SO
Southern CO

Utilities
1.57K
+ 30.78%
$80.96 - $92.96 $127K - $146K
6.68K $614K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.16K
+ 9.12%
$71.17 - $73.66 $154K - $159K
25.9K $1.9M
HD
Home Depot, Inc.

Consumer Cyclical
965
+ 13.2%
$347.25 - $424.87 $335K - $410K
8.28K $3.03M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.01K
+ 102.74%
$283.06 - $421.16 $286K - $426K
2K $564K
ITW
Illinois Tool Works Inc

Industrials
798
+ 35.51%
$244.9 - $274.48 $195K - $219K
3.05K $755K
SPGI
S&P Global Inc.

Financial Services
321
+ 15.77%
$478.26 - $543.77 $154K - $175K
2.36K $1.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.72K
+ 20.77%
$56.12 - $68.15 $96.6K - $117K
10K $678K
NVO
Novo Nordisk A S

Healthcare
4.24K
+ 63.52%
$69.3 - $90.95 $294K - $386K
10.9K $758K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
11.2K
+ 73.34%
$11.66 - $14.98 $130K - $167K
26.4K $359K
ROL
Rollins Inc

Consumer Cyclical
2.49K
+ 40.98%
$45.65 - $54.03 $114K - $135K
8.57K $462K
SHW
Sherwin Williams CO

Basic Materials
481
+ 35.95%
$330.16 - $365.55 $159K - $176K
1.82K $635K
ADP
Automatic Data Processing Inc

Industrials
389
+ 8.07%
$286.85 - $318.64 $112K - $124K
5.21K $1.59M
TSCO
Tractor Supply CO

Consumer Cyclical
2.62K
+ 15.5%
$51.66 - $57.94 $135K - $152K
19.5K $1.07M
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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