Simon Quick Advisors, LLC Incresed Positions in Q1 2025

Simon Quick Advisors, LLC

  • $1.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWV
Ishares Russell 3000 ETF

ETFs
2.03K
+ 17.13%
$313.1 - $349.83 $636K - $710K
13.9K $4.39M
GILD
Gilead Sciences, Inc.

Healthcare
2.71K
+ 44.35%
$89.14 - $117.41 $242K - $319K
8.83K $989K
GD
General Dynamics Corp

Industrials
1.52K
+ 169.96%
$241.94 - $272.58 $367K - $413K
2.41K $656K
MNST
Monster Beverage Corp

Consumer Defensive
6.54K
+ 159.0%
$46.16 - $58.58 $302K - $383K
10.7K $623K
CL
Colgate Palmolive CO

Consumer Defensive
4.05K
+ 57.2%
$85.68 - $97.5 $347K - $394K
11.1K $1.04M
PEP
Pepsico Inc

Consumer Defensive
2.51K
+ 41.77%
$142.64 - $156.42 $358K - $392K
8.51K $1.28M
TMO
Thermo Fisher Scientific Inc.

Healthcare
848
+ 33.0%
$497.6 - $606.74 $422K - $515K
3.42K $1.7M
WFC
Wells Fargo & Company

Financial Services
4.72K
+ 34.29%
$66.78 - $81.42 $315K - $384K
18.5K $1.33M
SAP
Sap Se

Technology
1.18K
+ 69.36%
$241.4 - $293.69 $284K - $346K
2.87K $771K
VZ
Verizon Communications Inc

Communication Services
4.78K
+ 19.63%
$37.81 - $46.49 $181K - $222K
29.1K $1.32M
NOC
Northrop Grumman Corp

Industrials
582
+ 55.91%
$433.45 - $513.82 $252K - $299K
1.62K $830K
TDG
Trans Digm Group Inc

Industrials
221
+ 79.5%
$1251.32 - $1394.11 $277K - $308K
499 $690K
KLAC
Kla Corp

Technology
427
+ 52.98%
$636.62 - $777.63 $272K - $332K
1.23K $838K
BSX
Boston Scientific Corp

Healthcare
2.36K
+ 30.43%
$89.38 - $106.18 $211K - $250K
10.1K $1.02M
TMUS
T Mobile Us, Inc.

Communication Services
653
+ 19.73%
$211.3 - $272.83 $138K - $178K
3.96K $1.06M
AJG
Arthur J. Gallagher & Co.

Financial Services
798
+ 99.13%
$275.89 - $345.24 $220K - $276K
1.6K $553K
UNP
Union Pacific Corp

Industrials
1.22K
+ 31.99%
$225.21 - $254.42 $276K - $311K
5.05K $1.19M
MCK
Mckesson Corp

Healthcare
368
+ 55.26%
$566.21 - $672.99 $208K - $248K
1.03K $695K
KKR
Kkr & Co. Inc.

Financial Services
3.48K
+ 123.61%
$108.17 - $167.07 $377K - $582K
6.3K $728K
BKNG
Booking Holdings Inc.

Consumer Cyclical
95
+ 26.61%
$4295.4 - $5141.88 $408K - $488K
452 $2.08M
TRV
Travelers Companies, Inc.

Financial Services
1.02K
+ 65.7%
$232.43 - $265.13 $237K - $270K
2.57K $679K
ZTS
Zoetis Inc.

Healthcare
1.82K
+ 60.26%
$156.48 - $175.67 $284K - $319K
4.84K $796K
CMCSA
Comcast Corp

Communication Services
8.58K
+ 41.66%
$33.19 - $38.23 $285K - $328K
29.2K $1.08M
SNPS
Synopsys Inc

Technology
774
+ 121.51%
$428.58 - $551.54 $332K - $427K
1.41K $605K
CMI
Cummins Inc

Industrials
1.03K
+ 107.62%
$312.92 - $386.07 $323K - $398K
1.99K $623K
AZO
Autozone Inc

Consumer Cyclical
23
+ 6.97%
$3193.96 - $3828.11 $73.5K - $88K
353 $1.35M
MDT
Medtronic PLC

Healthcare
2.64K
+ 51.18%
$79.84 - $94.5 $211K - $250K
7.8K $700K
DASH
Door Dash, Inc.

Communication Services
1.4K
+ 75.35%
$168.37 - $213.38 $236K - $299K
3.26K $595K
FFIV
F5, Inc.

Technology
976
+ 59.77%
$251.75 - $310.6 $246K - $303K
2.61K $694K
JCI
Johnson Controls International PLC

Industrials
3.5K
+ 109.39%
$76.12 - $90.6 $266K - $317K
6.69K $535K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.66K
+ 68.46%
$119.38 - $161.42 $317K - $429K
6.53K $780K
MTD
Mettler Toledo International Inc

Healthcare
229
+ 136.31%
$1177.09 - $1390.0 $270K - $318K
397 $468K
INTU
Intuit Inc

Technology
471
+ 25.25%
$555.63 - $630.23 $262K - $297K
2.34K $1.43M
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.75K
+ 1.3%
$50.44 - $50.7 $189K - $190K
292K $14.8M
GS
Goldman Sachs Group Inc

Financial Services
589
+ 22.37%
$524.81 - $672.19 $309K - $396K
3.22K $1.76M
DUK
Duke Energy Corp

Utilities
1.59K
+ 43.59%
$105.87 - $121.97 $168K - $194K
5.23K $638K
BMY
Bristol Myers Squibb CO

Healthcare
3.32K
+ 36.73%
$53.9 - $63.11 $179K - $209K
12.3K $753K
CTAS
Cintas Corp

Industrials
1.03K
+ 84.67%
$182.09 - $208.14 $187K - $214K
2.24K $460K
BK
Bank Of New York Mellon Corp

Financial Services
2.4K
+ 44.5%
$75.42 - $88.95 $181K - $213K
7.79K $653K
PINS
Pinterest, Inc.

Communication Services
6.79K
+ 62.09%
$29.79 - $40.0 $202K - $271K
17.7K $549K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
660
+ 29.49%
$208.48 - $244.03 $138K - $161K
2.9K $707K
SBUX
Starbucks Corp

Consumer Cyclical
2.05K
+ 47.18%
$91.75 - $115.81 $188K - $238K
6.4K $627K
C
Citigroup Inc

Financial Services
3.13K
+ 38.18%
$67.23 - $84.63 $210K - $265K
11.3K $803K
ASML
Asml Holding Nv

Technology
418
+ 24.91%
$662.63 - $776.99 $277K - $325K
2.1K $1.39M
NVS
Novartis Ag

Healthcare
1.48K
+ 34.65%
$97.14 - $115.57 $143K - $170K
5.73K $639K
WDAY
Workday, Inc.

Technology
1.11K
+ 80.32%
$233.53 - $277.82 $258K - $307K
2.48K $579K
AEP
American Electric Power CO Inc

Utilities
1.37K
+ 31.93%
$90.32 - $109.27 $124K - $150K
5.67K $619K
SHEL
Shell PLC

Energy
1.51K
+ 14.47%
$62.84 - $73.29 $95.1K - $111K
12K $877K
TXN
Texas Instruments Inc

Technology
1.14K
+ 21.58%
N/A
6.43K $1.25M
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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