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
CRWD
Crowd Strike Holdings, Inc.

Technology
272
+ 20.03%
$308.86 - $455.36 $84K - $124K
1.63K $574K
FISV
Fiserv Inc

Technology
880
+ 46.76%
N/A
2.76K $345K
ISRG
Intuitive Surgical Inc

Healthcare
334
+ 15.67%
$476.63 - $610.45 $159K - $204K
2.47K $1.22M
VRT
Vertiv Holdings CO

Industrials
1.22K
+ 11.33%
N/A
12K $1.04M
PANW
Palo Alto Networks Inc

Technology
1.05K
+ 16.29%
$167.82 - $208.28 $176K - $218K
7.48K $1.28M
DE
Deere & CO

Industrials
123
+ 11.52%
$408.57 - $509.27 $50.3K - $62.6K
1.19K $558K
AMT
American Tower Corp

Real Estate
248
+ 17.06%
$173.46 - $217.6 $43K - $54K
1.7K $370K
WSM
Williams Sonoma Inc

Consumer Cyclical
865
+ 70.15%
$158.1 - $217.71 $137K - $188K
2.1K $331K
EXPD
Expeditors International Of Washington Inc

Industrials
682
+ 33.11%
$109.09 - $126.48 $74.4K - $86.3K
2.74K $329K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2
+ 0.51%
$1187.71 - $1432.58 $2.38K - $2.87K
395 $565K
COF
Capital One Financial Corp

Financial Services
503
+ 22.81%
$163.87 - $209.82 $82.4K - $106K
2.71K $485K
CPRT
Copart Inc

Consumer Cyclical
2.34K
+ 4.45%
$52.3 - $59.83 $122K - $140K
54.9K $3.11M
PH
Parker Hannifin Corp

Industrials
175
+ 29.51%
$591.65 - $707.05 $104K - $124K
768 $466K
MRVL
Marvell Technology, Inc.

Technology
3.89K
+ 124.31%
$61.57 - $126.06 $240K - $491K
7.02K $432K
IVE
Ishares S&P 500 Value ETF

ETFs
577
+ 5.42%
$185.78 - $198.58 $107K - $115K
11.2K $2.12M
PSX
Phillips 66

Energy
547
+ 31.04%
$113.93 - $131.55 $62.3K - $72K
2.31K $285K
XLF
Financial Sector Spdr

ETFs
1.23K
+ 4.6%
$47.32 - $52.19 $58.4K - $64.4K
28.1K $1.38M
MET
Metlife Inc

Financial Services
1.11K
+ 26.44%
$77.7 - $87.0 $86.2K - $96.5K
5.3K $425K
XLE
Energy Sector Spdr

ETFs
464
+ 8.36%
$85.7 - $93.96 $39.8K - $43.6K
6.01K $555K
WM
Waste Management Inc

Industrials
97
+ 5.26%
$200.54 - $233.78 $19.5K - $22.7K
1.94K $449K
WSO
Watsco Inc

Industrials
92
+ 11.39%
$463.86 - $530.75 $42.7K - $48.8K
900 $457K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
290
+ 62.23%
$314.47 - $431.35 $91.2K - $125K
756 $277K
ADI
Analog Devices Inc

Technology
494
+ 20.96%
$201.56 - $243.82 $99.6K - $120K
2.85K $574K
AFL
Aflac Inc

Financial Services
322
+ 7.04%
$100.99 - $111.19 $32.5K - $35.8K
4.89K $544K
SPG
Simon Property Group Inc

Real Estate
504
+ 24.14%
$159.48 - $187.78 $80.4K - $94.6K
2.59K $430K
TFC
Truist Financial Corp

Financial Services
2K
+ 36.66%
$39.48 - $48.15 $79.1K - $96.5K
7.47K $307K
APD
Air Products & Chemicals, Inc.

Basic Materials
217
+ 21.72%
$283.24 - $338.07 $61.5K - $73.4K
1.22K $358K
ETN
Eaton Corp PLC

Industrials
706
+ 34.64%
$271.83 - $371.23 $192K - $262K
2.74K $745K
PCAR
Paccar Inc

Industrials
932
+ 24.89%
$96.91 - $112.51 $90.3K - $105K
4.68K $455K
APO
Apollo Global Management, Inc.

Financial Services
792
+ 52.62%
$126.01 - $172.06 $99.8K - $136K
2.3K $314K
FAST
Fastenal CO

Industrials
603
+ 20.04%
$71.11 - $79.98 $42.9K - $48.2K
3.61K $280K
PFE
Pfizer Inc

Healthcare
3.63K
+ 15.47%
$25.01 - $27.13 $90.7K - $98.4K
27.1K $686K
ICL
Icl Group Ltd.

Basic Materials
11.4K
New
$4.96 - $6.45 $56.5K - $73.5K
11.4K $64K
MRK
Merck & Co., Inc.

Healthcare
2.33K
+ 15.59%
$83.01 - $101.02 $193K - $235K
17.3K $1.55M
WBD
Warner Bros. Discovery, Inc.

Communication Services
5.72K
+ 44.13%
$9.47 - $11.46 $54.2K - $65.6K
18.7K $200K
APH
Amphenol Corp

Technology
1.43K
+ 18.19%
$61.62 - $78.55 $88.3K - $113K
9.31K $610K
SHV
Ishares Tr

ETFs
1
+ 0.0%
$110.11 - $110.51 $110 - $111
186K $20.6M
BX
Blackstone Inc.

Financial Services
1.7K
+ 31.75%
$136.53 - $186.74 $232K - $317K
7.04K $984K
ABC
Amerisourcebergen Corp

Healthcare
336
+ 35.82%
N/A
1.27K $235K
ENTG
Entegris Inc

Technology
1.33K
+ 28.11%
$87.48 - $109.53 $117K - $146K
6.08K $531K
NSC
Norfolk Southern Corp

Industrials
240
+ 21.78%
$227.69 - $259.76 $54.6K - $62.3K
1.34K $317K
RMD
Resmed Inc

Healthcare
302
+ 18.31%
$219.7 - $257.65 $66.3K - $77.8K
1.95K $436K
MSCI
Msci Inc.

Financial Services
173
+ 14.42%
$541.46 - $628.34 $93.7K - $109K
1.37K $776K
ET
Energy Transfer LP

Energy
3.58K
+ 35.16%
$17.26 - $21.08 $61.8K - $75.4K
13.8K $255K
MSI
Motorola Solutions, Inc.

Technology
164
+ 23.53%
$411.73 - $482.1 $67.5K - $79.1K
861 $376K
RBLX
Roblox Corp

Communication Services
868
+ 17.66%
$53.77 - $75.47 $46.7K - $65.5K
5.78K $337K
EA
Electronic Arts Inc.

Communication Services
406
+ 10.37%
$116.53 - $146.29 $47.3K - $59.4K
4.32K $624K
LOW
Lowes Companies Inc

Consumer Cyclical
398
+ 13.21%
$222.66 - $268.42 $88.6K - $107K
3.41K $795K
TTWO
Take Two Interactive Software Inc

Communication Services
64
+ 3.96%
$178.61 - $217.95 $11.4K - $13.9K
1.68K $348K
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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