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
CSCO
Cisco Systems, Inc.

Technology
1.1K
+ 5.32%
$52.45 - $60.02 $57.6K - $65.9K
21.7K $1.29M
BSX
Boston Scientific Corp

Healthcare
1.71K
+ 28.32%
$83.62 - $91.5 $143K - $157K
7.75K $692K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.48K
+ 17.24%
$71.75 - $75.11 $250K - $262K
23.7K $1.7M
HON
Honeywell International Inc

Industrials
478
+ 12.27%
$202.84 - $236.0 $97K - $113K
4.37K $988K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
471
+ 34.28%
$173.13 - $258.09 $81.5K - $122K
1.85K $425K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
5
+ 0.02%
$83.95 - $99.75 $420 - $499
26K $2.32M
COIN
Coinbase Global, Inc.

Technology
166
+ 8.49%
$163.17 - $343.62 $27.1K - $57K
2.12K $526K
MAIN
Main Street Capital Corp

Financial Services
12
+ 0.06%
$49.95 - $58.58 $599 - $703
20.9K $1.22M
CVX
Chevron Corp

Energy
1.3K
+ 20.23%
$141.15 - $162.53 $183K - $211K
7.7K $1.12M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
204
+ 26.15%
$260.53 - $404.79 $53.1K - $82.6K
984 $376K
BX
Blackstone Inc.

Financial Services
349
+ 6.99%
$148.45 - $199.05 $51.8K - $69.5K
5.35K $921K
BMY
Bristol Myers Squibb CO

Healthcare
2.2K
+ 32.23%
$51.92 - $59.94 $114K - $132K
9.03K $510K
SYK
Stryker Corp

Healthcare
440
+ 20.68%
$345.14 - $392.15 $152K - $173K
2.57K $924K
GILD
Gilead Sciences, Inc.

Healthcare
1.21K
+ 24.75%
$83.95 - $97.9 $102K - $119K
6.12K $565K
ED
Consolidated Edison Inc

Utilities
2.27K
+ 67.73%
$88.87 - $107.38 $202K - $244K
5.63K $502K
ISRG
Intuitive Surgical Inc

Healthcare
160
+ 8.11%
$471.27 - $550.62 $75.4K - $88.1K
2.13K $1.11M
USFR
Wisdomtree Floating Rate Treas

ETFs
2.81K
+ 63.32%
$50.23 - $50.46 $141K - $142K
7.26K $365K
INTU
Intuit Inc

Technology
202
+ 12.15%
$602.01 - $706.25 $122K - $143K
1.87K $1.17M
MRVL
Marvell Technology, Inc.

Technology
276
+ 9.67%
$70.31 - $124.78 $19.4K - $34.4K
3.13K $345K
XLF
Financial Sector Spdr

ETFs
1.23K
+ 4.8%
$44.89 - $51.34 $55.1K - $63K
26.8K $1.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
181
+ 15.38%
$275.15 - $388.2 $49.8K - $70.3K
1.36K $464K
WM
Waste Management Inc

Industrials
680
+ 58.42%
$201.79 - $228.46 $137K - $155K
1.84K $372K
MO
Altria Group, Inc.

Consumer Defensive
2.15K
+ 25.93%
$49.06 - $57.74 $105K - $124K
10.4K $545K
ITT
Itt Inc.

Industrials
1.09K
+ 21.09%
$140.12 - $159.62 $153K - $174K
6.28K $896K
IBM
International Business Machines Corp

Technology
589
+ 8.2%
$204.9 - $238.04 $121K - $140K
7.77K $1.71M
MMM
3 M CO

Industrials
1.06K
+ 47.18%
$124.74 - $137.12 $133K - $146K
3.32K $428K
ABNB
Airbnb, Inc.

Consumer Cyclical
810
+ 26.4%
$125.36 - $147.37 $102K - $119K
3.88K $509K
ORCL
Oracle Corp

Technology
856
+ 13.48%
$165.41 - $192.43 $142K - $165K
7.21K $1.2M
VB
Vanguard Small Cap ETF

ETFs
195
+ 0.91%
$233.76 - $261.58 $45.6K - $51K
21.6K $5.18M
PANW
Palo Alto Networks Inc

Technology
3.34K
+ 107.71%
$181.96 - $405.9 $607K - $1.35M
6.44K $1.17M
WMB
Williams Companies, Inc.

Energy
960
+ 13.71%
$46.37 - $59.74 $44.5K - $57.4K
7.96K $430K
LNG
Cheniere Energy, Inc.

Energy
116
+ 4.82%
$181.07 - $225.92 $21K - $26.2K
2.52K $542K
TJX
Tjx Companies Inc

Consumer Cyclical
664
+ 7.5%
$112.15 - $127.2 $74.5K - $84.5K
9.52K $1.15M
CAT
Caterpillar Inc

Industrials
431
+ 25.47%
$360.37 - $416.88 $155K - $180K
2.12K $770K
TMUS
T Mobile Us, Inc.

Communication Services
283
+ 9.35%
$206.1 - $246.94 $58.3K - $69.9K
3.31K $730K
COF
Capital One Financial Corp

Financial Services
276
+ 14.31%
$145.19 - $192.01 $40.1K - $53K
2.21K $393K
FFIV
F5, Inc.

Technology
243
+ 17.48%
$213.56 - $263.36 $51.9K - $64K
1.63K $410K
SPG
Simon Property Group Inc

Real Estate
570
+ 37.55%
$167.23 - $183.84 $95.3K - $105K
2.09K $359K
ADI
Analog Devices Inc

Technology
611
+ 34.99%
$206.35 - $236.48 $126K - $144K
2.36K $500K
EME
Emcor Group, Inc.

Industrials
173
+ 20.47%
$427.96 - $526.95 $74K - $91.2K
1.02K $462K
VST
Vistra Corp.

Utilities
336
+ 12.74%
$115.74 - $166.61 $38.9K - $56K
2.97K $410K
SCHG
Schwab Strategic Tr Us Large C

ETFs
40.8K
+ 299.54%
$25.93 - $105.3 $1.06M - $4.29M
54.4K $1.52M
KKR
Kkr & Co. Inc.

Financial Services
360
+ 14.65%
$129.87 - $162.87 $46.8K - $58.6K
2.82K $416K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
244
+ 12.1%
$229.83 - $258.46 $56.1K - $63.1K
2.26K $558K
SCHW
Schwab Charles Corp

Financial Services
221
+ 2.61%
$63.31 - $82.85 $14K - $18.3K
8.69K $642K
MCK
Mckesson Corp

Healthcare
89
+ 15.42%
$482.27 - $628.5 $42.9K - $55.9K
666 $379K
CME
Cme Group Inc.

Financial Services
338
+ 28.52%
$221.17 - $246.02 $74.8K - $83.2K
1.52K $353K
CACI
Caci International Inc

Technology
213
+ 45.81%
N/A
678 $290K
ROP
Roper Technologies Inc

Industrials
202
+ 49.88%
$519.85 - $575.95 $105K - $116K
607 $315K
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
Track This Portfolio

Track Simon Quick Advisors, LLC Portfolio

Follow Simon Quick Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simon Quick Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Simon Quick Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email