Simon Quick Advisors, LLC Incresed Positions in Q4 2024

Simon Quick Advisors, LLC

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
526K
+ 94.2%
$50.62 - $50.97 $26.6M - $26.8M
1.08M $54.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11K
+ 10.42%
$521.84 - $558.82 $5.76M - $6.17M
117K $63M
IVV
Ishares Core S&P 500 ETF

ETFs
9.43K
+ 8.47%
$570.51 - $610.59 $5.38M - $5.76M
121K $71.1M
AMZN
Amazon Com Inc

Consumer Cyclical
5.67K
+ 3.81%
$180.88 - $232.93 $1.03M - $1.32M
155K $33.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
843
+ 0.32%
$567.81 - $607.81 $479K - $512K
261K $153M
NVDA
Nvidia Corp

Technology
14.1K
+ 11.38%
$117.0 - $148.88 $1.65M - $2.09M
138K $18.5M
TSLA
Tesla, Inc.

Consumer Cyclical
908
+ 4.65%
$213.65 - $479.86 $194K - $436K
20.4K $8.25M
AVGO
Broadcom Inc.

Technology
3.74K
+ 16.56%
$159.67 - $250.0 $597K - $936K
26.3K $6.11M
CPRT
Copart Inc

Consumer Cyclical
32K
+ 156.28%
$51.36 - $63.8 $1.65M - $2.04M
52.5K $3.02M
GOOGL
Alphabet Inc.

Communication Services
3.01K
+ 5.64%
$161.86 - $196.66 $488K - $592K
56.4K $10.7M
GOOG
Alphabet Inc.

Communication Services
1.84K
+ 4.65%
$163.08 - $198.16 $299K - $364K
41.3K $7.86M
JPM
Jpmorgan Chase & CO

Financial Services
2.41K
+ 10.33%
$205.18 - $250.29 $494K - $603K
25.7K $6.17M
ABBV
Abb Vie Inc.

Healthcare
8.24K
+ 76.43%
$164.99 - $203.87 $1.36M - $1.68M
19K $3.38M
ABT
Abbott Laboratories

Healthcare
10.2K
+ 104.5%
$111.93 - $119.39 $1.15M - $1.22M
20.1K $2.27M
MS
Morgan Stanley

Financial Services
776
+ 1.6%
$104.42 - $134.99 $81K - $105K
49.2K $6.19M
MSFT
Microsoft Corp

Technology
3.76K
+ 6.61%
$406.35 - $454.46 $1.53M - $1.71M
60.6K $25.5M
NFLX
Netflix Inc

Communication Services
23
+ 0.4%
$687.65 - $936.56 $15.8K - $21.5K
5.71K $5.08M
META
Meta Platforms, Inc.

Communication Services
977
+ 3.86%
$554.08 - $632.68 $541K - $618K
26.3K $15.5M
VTI
Vanguard Total Stock Market Et

ETFs
761
+ 1.14%
$280.04 - $302.45 $213K - $230K
67.5K $19.6M
V
Visa Inc.

Financial Services
534
+ 4.88%
$273.87 - $320.91 $146K - $171K
11.5K $3.62M
PLTR
Palantir Technologies Inc.

Technology
2.43K
+ 28.36%
$36.46 - $82.38 $88.6K - $200K
11K $831K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 5.56%
$664750.0 - $724132.5 $665K - $724K
19 $12.9M
CRM
Salesforce, Inc.

Technology
903
+ 27.17%
$270.87 - $367.87 $245K - $332K
4.23K $1.41M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.76K
+ 9.99%
$95.27 - $107.82 $263K - $298K
30.4K $3.14M
WMT
Walmart Inc.

Consumer Defensive
3K
+ 15.43%
$79.1 - $95.7 $237K - $287K
22.5K $2.03M
BA
Boeing CO

Industrials
2.23K
+ 117.63%
$138.14 - $180.72 $308K - $403K
4.12K $729K
IWR
Ishares Russell Mid Cap ETF

ETFs
4.66K
+ 4.97%
$87.25 - $95.52 $407K - $446K
98.5K $8.71M
BKNG
Booking Holdings Inc.

Consumer Cyclical
36
+ 11.21%
$4100.99 - $5300.34 $148K - $191K
357 $1.77M
MA
Mastercard Inc

Financial Services
323
+ 5.25%
$491.3 - $536.15 $159K - $173K
6.47K $3.41M
GS
Goldman Sachs Group Inc

Financial Services
301
+ 12.91%
$486.1 - $608.57 $146K - $183K
2.63K $1.51M
KMB
Kimberly Clark Corp

Consumer Defensive
2.79K
+ 183.38%
$130.37 - $146.09 $364K - $408K
4.31K $565K
TRMB
Trimble Inc.

Technology
3.47K
+ 34.07%
$60.21 - $75.4 $209K - $261K
13.6K $963K
DIS
Walt Disney CO

Communication Services
1.75K
+ 19.38%
$92.39 - $117.6 $162K - $206K
10.8K $1.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
888
+ 15.6%
$172.07 - $207.36 $153K - $184K
6.58K $1.3M
WFC
Wells Fargo & Company

Financial Services
2.14K
+ 18.39%
$54.98 - $77.35 $118K - $165K
13.8K $966K
QQQ
Invesco Qqq Trust, Series 1

ETFs
408
+ 10.65%
$481.22 - $538.17 $196K - $220K
4.24K $2.17M
DFS
Discover Financial Services

Financial Services
270
+ 3.79%
$136.3 - $182.67 $36.8K - $49.3K
7.4K $1.28M
STE
Steris PLC

Healthcare
1.71K
+ 79.54%
$204.34 - $235.7 $349K - $402K
3.85K $792K
ACN
Accenture PLC

Technology
790
+ 17.01%
$343.9 - $376.86 $272K - $298K
5.44K $1.91M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.37K
+ 27.24%
$113.92 - $127.38 $270K - $301K
11.1K $1.27M
ALL
Allstate Corp

Financial Services
1.22K
+ 61.9%
$181.25 - $208.2 $221K - $254K
3.19K $615K
MIR
Mirion Technologies, Inc.

Industrials
7.98K
+ 49.63%
$10.94 - $18.65 $87.3K - $149K
24.1K $419K
T
At&T Inc.

Communication Services
8.9K
+ 20.4%
$21.22 - $23.88 $189K - $212K
52.5K $1.2M
AXP
American Express CO

Financial Services
566
+ 22.99%
$267.35 - $305.57 $151K - $173K
3.03K $898K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.86K
+ 21.31%
$77.25 - $91.3 $144K - $170K
10.6K $903K
COST
Costco Wholesale Corp

Consumer Defensive
132
+ 3.92%
$873.59 - $994.69 $115K - $131K
3.5K $3.21M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.27K
+ 8.88%
$100.16 - $100.7 $227K - $228K
27.8K $2.79M
XLE
Energy Sector Spdr

ETFs
2.35K
+ 73.65%
$83.32 - $97.27 $196K - $229K
5.55K $475K
C
Citigroup Inc

Financial Services
2.05K
+ 33.38%
$61.31 - $72.5 $126K - $149K
8.19K $576K
Activity Summary
Buys All Purchases 357 New Holdings 71 Increased Positions 286 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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