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
CTVA
Corteva, Inc.

Basic Materials
2.19K
+ 33.44%
$55.94 - $66.15 $123K - $145K
8.74K $550K
STE
Steris PLC

Healthcare
415
+ 10.77%
$202.46 - $232.74 $84K - $96.6K
4.27K $967K
KMB
Kimberly Clark Corp

Consumer Defensive
893
+ 20.7%
$124.46 - $147.4 $111K - $132K
5.21K $740K
MIDD
Middleby Corp

Industrials
461
+ 7.31%
$133.93 - $172.89 $61.7K - $79.7K
6.77K $1.03M
USB
Us Bancorp \De\

Financial Services
4.91K
+ 80.98%
$40.92 - $50.9 $201K - $250K
11K $462K
RDFN
Redfin Corp

Real Estate
18.6K
New
$5.82 - $11.39 $108K - $212K
18.6K $171K
SCHW
Schwab Charles Corp

Financial Services
1.65K
+ 19.04%
$71.24 - $83.64 $118K - $138K
10.3K $809K
FTNT
Fortinet, Inc.

Technology
1.66K
+ 70.69%
$92.49 - $114.57 $153K - $190K
4K $385K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
11K
New
$12.89 - $15.19 $142K - $167K
11K $163K
TRMB
Trimble Inc.

Technology
3.51K
+ 25.77%
$65.52 - $77.49 $230K - $272K
17.1K $1.13M
WELL
Welltower Inc.

Real Estate
589
+ 26.83%
$124.05 - $156.86 $73.1K - $92.4K
2.78K $426K
MO
Altria Group, Inc.

Consumer Defensive
1.1K
+ 10.52%
$50.81 - $60.02 $55.8K - $65.9K
11.5K $692K
CME
Cme Group Inc.

Financial Services
361
+ 23.7%
$225.82 - $266.54 $81.5K - $96.2K
1.88K $499K
ECL
Ecolab Inc.

Basic Materials
504
+ 54.49%
$229.72 - $269.82 $116K - $136K
1.43K $362K
COP
Conocophillips

Energy
1.07K
+ 18.75%
$88.6 - $105.85 $94.6K - $113K
6.76K $710K
MMM
3 M CO

Industrials
594
+ 17.91%
$129.7 - $155.12 $77K - $92.1K
3.91K $574K
O
Realty Income Corp

Real Estate
2.17K
+ 54.71%
$51.67 - $58.49 $112K - $127K
6.15K $356K
CFG
Citizens Financial Group Inc

Financial Services
3.84K
+ 74.93%
$39.73 - $48.36 $152K - $185K
8.95K $366K
SAN
Banco Santander, S.A.

Financial Services
17.3K
+ 136.51%
$4.46 - $7.14 $77.1K - $123K
30K $200K
MCO
Moodys Corp

Financial Services
311
+ 50.98%
$437.8 - $527.48 $136K - $164K
921 $428K
MSTR
Microstrategy Inc

Technology
484
+ 69.04%
$239.27 - $396.5 $116K - $192K
1.19K $341K
DIS
Walt Disney CO

Communication Services
2.78K
+ 25.81%
$96.87 - $114.0 $269K - $317K
13.6K $1.34M
SLB
Schlumberger Limited

Energy
2.67K
+ 36.38%
$38.4 - $43.74 $103K - $117K
10K $418K
OHI
Omega Healthcare Investors Inc

Real Estate
3.47K
+ 16.08%
$35.7 - $38.33 $124K - $133K
25.1K $954K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
8.1K
+ 72.18%
$14.13 - $16.72 $115K - $135K
19.3K $298K
MANU
Manchester United PLC

Communication Services
10.5K
New
$13.09 - $17.0 $137K - $178K
10.5K $136K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
600
+ 6.49%
$34.58 - $45.76 $20.7K - $27.5K
9.85K $448K
TM
Toyota Motor Corp

Consumer Cyclical
881
+ 78.1%
$176.53 - $195.35 $156K - $172K
2.01K $354K
AMD
Advanced Micro Devices Inc

Technology
2.32K
+ 39.35%
$96.63 - $129.55 $224K - $300K
8.2K $842K
PLD
Prologis, Inc.

Real Estate
1.01K
+ 40.43%
$103.59 - $124.04 $105K - $125K
3.51K $392K
DOX
Amdocs LTD

Technology
1.18K
+ 38.31%
$82.21 - $92.02 $96.8K - $108K
4.25K $388K
MPC
Marathon Petroleum Corp

Energy
725
+ 23.22%
$134.72 - $159.03 $97.7K - $115K
3.85K $560K
EXC
Exelon Corp

Utilities
1.62K
+ 28.18%
$37.3 - $46.08 $60.6K - $74.8K
7.39K $340K
D
Dominion Energy, Inc

Utilities
2.04K
+ 48.05%
$52.85 - $57.43 $108K - $117K
6.29K $352K
TRGP
Targa Resources Corp.

Energy
457
+ 31.76%
$178.44 - $217.22 $81.5K - $99.3K
1.9K $380K
LNG
Cheniere Energy, Inc.

Energy
352
+ 13.95%
$209.32 - $253.66 $73.7K - $89.3K
2.88K $665K
AMAT
Applied Materials Inc

Technology
1.34K
+ 32.28%
$145.06 - $195.51 $194K - $262K
5.48K $795K
HEI
Heico Corp

Industrials
335
+ 31.9%
$219.6 - $270.85 $73.6K - $90.7K
1.39K $370K
NMR
Nomura Holdings Inc

Financial Services
19.6K
New
$5.56 - $6.98 $109K - $136K
19.6K $120K
XEL
Xcel Energy Inc

Utilities
1.4K
+ 22.87%
$63.37 - $72.1 $88.4K - $101K
7.5K $530K
APP
App Lovin Corp

Technology
701
+ 60.8%
$238.08 - $510.13 $167K - $358K
1.85K $491K
CDNS
Cadence Design Systems Inc

Technology
677
+ 54.86%
$233.96 - $324.52 $158K - $220K
1.91K $486K
ICE
Intercontinental Exchange, Inc.

Financial Services
123
+ 3.07%
$142.8 - $176.36 $17.6K - $21.7K
4.14K $713K
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
10.2K
New
$11.24 - $11.73 $114K - $119K
10.2K $115K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.66K
+ 28.15%
$72.7 - $84.32 $121K - $140K
7.55K $563K
KR
Kroger CO

Consumer Defensive
1.28K
+ 31.52%
$58.36 - $67.72 $74.5K - $86.5K
5.33K $360K
EOG
Eog Resources Inc

Energy
677
+ 14.79%
$120.54 - $138.05 $81.6K - $93.5K
5.25K $673K
VICR
Vicor Corp

Technology
2.66K
+ 32.55%
$46.78 - $64.71 $124K - $172K
10.8K $506K
NEE
Nextera Energy Inc

Utilities
1.68K
+ 16.23%
$66.96 - $76.16 $112K - $128K
12K $851K
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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