Simon Quick Advisors, LLC Incresed Positions in Q2 2025

Simon Quick Advisors, LLC

  • $2.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
271K
+ 257.72%
$67.83 - $84.09 $18.4M - $22.8M
376K $31.4M
IEMG
Ishares Inc

ETFs
426K
+ 596.14%
N/A
497K $26.7M
MSFT
Microsoft Corp

Technology
21.1K
+ 29.22%
$354.56 - $497.45 $7.48M - $10.5M
93.3K $46.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.08K
+ 2.44%
$320.42 - $424.58 $1.95M - $2.58M
255K $108M
SPY
Spdr S&P 500 ETF Trust

ETFs
891
+ 0.33%
$496.48 - $617.85 $442K - $551K
268K $165M
NVDA
Nvidia Corp

Technology
47.8K
+ 29.68%
$94.31 - $157.99 $4.51M - $7.56M
209K $33M
AMZN
Amazon Com Inc

Consumer Cyclical
43.3K
+ 22.58%
$167.32 - $223.3 $7.24M - $9.67M
235K $51.6M
VGT
Vanguard Information Technolog

ETFs
21.8K
+ 936.45%
$470.37 - $663.28 $10.3M - $14.5M
24.2K $16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.5K
+ 9.62%
$456.74 - $568.03 $5.7M - $7.09M
142K $80.7M
XLF
Financial Sector Spdr

ETFs
247K
+ 880.36%
$43.92 - $52.37 $10.8M - $12.9M
275K $14.4M
VB
Vanguard Small Cap ETF

ETFs
50.2K
+ 225.78%
$193.73 - $237.37 $9.73M - $11.9M
72.4K $17.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
228K
+ 153.52%
$39.89 - $49.46 $9.09M - $11.3M
376K $18.6M
BAC
Bank Of America Corp

Financial Services
178K
+ 39.91%
$34.39 - $47.46 $6.11M - $8.43M
623K $29.5M
AVGO
Broadcom Inc.

Technology
26.4K
+ 80.01%
$146.29 - $275.65 $3.86M - $7.27M
59.3K $16.4M
XLV
Select Sector Spdr Fund Health

ETFs
79.4K
+ 2837.36%
$128.77 - $144.3 $10.2M - $11.5M
82.2K $11.1M
IVV
Ishares Core S&P 500 ETF

ETFs
5.39K
+ 4.78%
$498.8 - $620.9 $2.69M - $3.35M
118K $73.3M
XLY
Select Sector Spdr Consumer Di

ETFs
47.6K
+ 4032.51%
$176.34 - $218.59 $8.4M - $10.4M
48.8K $10.6M
META
Meta Platforms, Inc.

Communication Services
5.63K
+ 18.97%
$484.66 - $738.09 $2.73M - $4.15M
35.3K $26M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
162K
+ 10.41%
$49.79 - $50.75 $8.09M - $8.25M
1.72M $87.5M
JPM
Jpmorgan Chase & CO

Financial Services
21.8K
+ 70.58%
$210.28 - $289.91 $4.58M - $6.32M
52.7K $15.3M
XLE
Energy Sector Spdr

ETFs
82.6K
+ 1373.79%
$76.44 - $94.13 $6.32M - $7.78M
88.6K $7.52M
XOM
Exxon Mobil Corp

Energy
63.8K
+ 206.8%
$99.93 - $119.04 $6.37M - $7.59M
94.6K $10.2M
C
Citigroup Inc

Financial Services
69.7K
+ 615.93%
$58.13 - $85.12 $4.05M - $5.93M
81K $6.89M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
243K
+ 1914.65%
$22.54 - $23.17 $5.48M - $5.64M
256K $5.88M
NFLX
Netflix Inc

Communication Services
2.12K
+ 33.22%
$855.86 - $1339.13 $1.82M - $2.84M
8.51K $11.4M
VTV
Vanguard Value ETF

ETFs
11.3K
+ 1.99%
$153.67 - $176.74 $1.74M - $2M
582K $103M
TFC
Truist Financial Corp

Financial Services
118K
+ 1575.07%
$34.79 - $42.99 $4.09M - $5.06M
125K $5.38M
WMT
Walmart Inc.

Consumer Defensive
48K
+ 165.77%
$81.79 - $99.98 $3.93M - $4.8M
77K $7.53M
IBM
International Business Machines Corp

Technology
15K
+ 168.99%
$221.03 - $294.78 $3.32M - $4.43M
23.9K $7.05M
ETN
Eaton Corp PLC

Industrials
12.8K
+ 466.8%
$246.52 - $356.99 $3.16M - $4.57M
15.6K $5.55M
MDT
Medtronic PLC

Healthcare
52.4K
+ 671.48%
$80.68 - $88.86 $4.23M - $4.65M
60.2K $5.25M
DLR
Digital Realty Trust, Inc.

Real Estate
25.5K
+ 1417.66%
$136.11 - $177.69 $3.48M - $4.54M
27.3K $4.76M
WMB
Williams Companies, Inc.

Energy
69.9K
+ 644.03%
$54.33 - $62.87 $3.8M - $4.4M
80.8K $5.07M
EMR
Emerson Electric CO

Industrials
30.9K
+ 836.1%
$94.15 - $133.33 $2.91M - $4.12M
34.6K $4.61M
KMI
Kinder Morgan, Inc.

Energy
138K
+ 1277.33%
$25.21 - $29.4 $3.48M - $4.06M
149K $4.38M
T
At&T Inc.

Communication Services
137K
+ 210.81%
$26.33 - $28.94 $3.61M - $3.97M
202K $5.85M
HON
Honeywell International Inc

Industrials
16.5K
+ 218.88%
$182.86 - $232.88 $3.01M - $3.83M
24K $5.59M
VTI
Vanguard Total Stock Market Et

ETFs
6.29K
+ 9.45%
$243.75 - $303.93 $1.53M - $1.91M
72.9K $22.2M
GOOGL
Alphabet Inc.

Communication Services
13.4K
+ 20.26%
$144.7 - $178.6 $1.93M - $2.39M
79.3K $14M
TSLA
Tesla, Inc.

Consumer Cyclical
5.06K
+ 18.23%
$221.86 - $362.89 $1.12M - $1.84M
32.8K $10.4M
BNDX
Vanguard Total International B

ETFs
62.6K
+ 364.58%
$48.77 - $49.55 $3.05M - $3.1M
79.8K $3.95M
AMT
American Tower Corp

Real Estate
13.6K
+ 796.77%
$203.96 - $228.19 $2.77M - $3.09M
15.3K $3.37M
LLY
Eli Lilly & CO

Healthcare
3.91K
+ 64.01%
$713.71 - $898.95 $2.79M - $3.51M
10K $7.81M
XEL
Xcel Energy Inc

Utilities
40.4K
+ 538.9%
$65.65 - $72.39 $2.65M - $2.92M
47.9K $3.26M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.61K
+ 2.95%
$166.82 - $194.23 $936K - $1.09M
195K $38M
COF
Capital One Financial Corp

Financial Services
11.8K
+ 434.31%
$150.57 - $212.76 $1.77M - $2.5M
14.5K $3.08M
MS
Morgan Stanley

Financial Services
10.1K
+ 21.86%
$99.83 - $140.86 $1.01M - $1.43M
56.4K $7.95M
HCA
Hca Healthcare, Inc.

Healthcare
6.15K
+ 616.85%
$317.61 - $387.52 $1.95M - $2.38M
7.15K $2.74M
WELL
Welltower Inc.

Real Estate
15.6K
+ 558.8%
$136.49 - $155.22 $2.12M - $2.41M
18.3K $2.82M
Activity Summary
Buys All Purchases 673 New Holdings 220 Increased Positions 453 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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