Simon Quick Advisors, LLC Incresed Positions in Q3 2024

Simon Quick Advisors, LLC

  • $1.57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WAB
Westinghouse Air Brake Technologies Corp

Industrials
14
+ 0.23%
$150.01 - $182.29 $2.1K - $2.55K
6.09K $1.11M
PANW
Palo Alto Networks Inc

Technology
409
+ 15.21%
$294.18 - $368.01 $120K - $151K
3.1K $1.06M
BDX
Becton Dickinson & CO

Healthcare
452
+ 10.54%
$221.47 - $242.41 $100K - $110K
4.74K $1.14M
TMUS
T Mobile Us, Inc.

Communication Services
268
+ 9.72%
$175.14 - $206.36 $46.9K - $55.3K
3.03K $624K
ICE
Intercontinental Exchange, Inc.

Financial Services
355
+ 10.41%
$136.93 - $162.81 $48.6K - $57.8K
3.76K $604K
RTX
Raytheon Technologies Corp

Industrials
273
+ 5.39%
$99.55 - $123.34 $27.2K - $33.7K
5.34K $646K
OHI
Omega Healthcare Investors Inc

Real Estate
13
+ 0.06%
$33.55 - $41.29 $436 - $537
21.2K $863K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
8
+ 0.05%
$112.99 - $126.45 $904 - $1.01K
15.5K $1.96M
PWR
Quanta Services, Inc.

Industrials
102
+ 4.46%
$239.58 - $298.23 $24.4K - $30.4K
2.39K $712K
AFL
Aflac Inc

Financial Services
405
+ 10.69%
$88.52 - $111.8 $35.9K - $45.3K
4.19K $468K
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 3.55%
$3305.62 - $4268.05 $36.4K - $46.9K
321 $1.35M
MO
Altria Group, Inc.

Consumer Defensive
1.7K
+ 25.76%
$45.95 - $54.71 $78K - $92.8K
8.29K $422K
PAYX
Paychex Inc

Industrials
316
+ 6.26%
$116.17 - $135.19 $36.7K - $42.7K
5.36K $719K
MDLZ
Mondelez International, Inc.

Consumer Defensive
880
+ 13.61%
$64.35 - $75.71 $56.6K - $66.6K
7.35K $541K
VBK
Vanguard Small Cap Growth ETF

ETFs
17
+ 0.26%
$240.48 - $267.94 $4.09K - $4.55K
6.54K $1.75M
PFE
Pfizer Inc

Healthcare
3.23K
+ 14.16%
$27.7 - $31.39 $89.4K - $101K
26K $752K
AMGN
Amgen Inc

Healthcare
265
+ 9.2%
$309.38 - $337.38 $82K - $89.4K
3.15K $1.01M
CRM
Salesforce, Inc.

Technology
221
+ 7.12%
$238.42 - $276.53 $52.7K - $61.1K
3.32K $909K
SO
Southern CO

Utilities
695
+ 17.86%
$77.0 - $90.52 $53.5K - $62.9K
4.59K $413K
RMD
Resmed Inc

Healthcare
169
+ 12.57%
$186.94 - $252.92 $31.6K - $42.7K
1.51K $369K
CI
Cigna Corp

Healthcare
252
+ 17.68%
$319.12 - $367.1 $80.4K - $92.5K
1.68K $580K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.01%
$111.9 - $124.28 $112 - $124
10.7K $1.32M
MIDD
Middleby Corp

Industrials
24
+ 0.38%
$119.13 - $144.82 $2.86K - $3.48K
6.35K $883K
CRS
Carpenter Technology Corp

Industrials
35
+ 1.72%
$104.79 - $161.78 $3.67K - $5.66K
2.06K $329K
SHEL
Shell PLC

Energy
2.35K
+ 29.04%
$65.65 - $73.28 $154K - $172K
10.5K $689K
ZTS
Zoetis Inc.

Healthcare
261
+ 10.92%
$172.58 - $196.48 $45K - $51.3K
2.65K $517K
HCA
Hca Healthcare, Inc.

Healthcare
106
+ 15.77%
$315.12 - $406.43 $33.4K - $43.1K
778 $316K
BSX
Boston Scientific Corp

Healthcare
772
+ 14.65%
$72.96 - $84.0 $56.3K - $64.8K
6.04K $506K
TSCO
Tractor Supply CO

Consumer Cyclical
112
+ 3.74%
$251.95 - $290.93 $28.2K - $32.6K
3.11K $903K
STE
Steris PLC

Healthcare
206
+ 10.62%
$213.51 - $247.14 $44K - $50.9K
2.15K $520K
CEG
Constellation Energy Corp

Utilities
99
+ 8.65%
$167.08 - $262.86 $16.5K - $26K
1.24K $323K
DFS
Discover Financial Services

Financial Services
202
+ 2.92%
$123.41 - $144.72 $24.9K - $29.2K
7.13K $1M
EEM
Ishares Msci Emerging Markets

ETFs
120
+ 0.44%
$40.42 - $46.7 $4.85K - $5.6K
27.1K $1.24M
MDT
Medtronic PLC

Healthcare
643
+ 20.32%
$76.84 - $91.03 $49.4K - $58.5K
3.81K $342K
KKR
Kkr & Co. Inc.

Financial Services
262
+ 11.94%
$104.51 - $133.23 $27.4K - $34.9K
2.46K $320K
CB
Chubb LTD

Financial Services
134
+ 9.35%
$252.51 - $292.2 $33.8K - $39.2K
1.57K $451K
WDAY
Workday, Inc.

Technology
263
+ 24.86%
$207.75 - $264.68 $54.6K - $69.6K
1.32K $322K
TT
Trane Technologies PLC

Industrials
99
+ 12.38%
$314.21 - $388.71 $31.1K - $38.5K
899 $349K
DE
Deere & CO

Industrials
120
+ 15.25%
$344.84 - $418.0 $41.4K - $50.2K
907 $378K
EMR
Emerson Electric CO

Industrials
781
+ 38.27%
$98.19 - $118.87 $76.7K - $92.8K
2.82K $308K
TGT
Target Corp

Consumer Defensive
454
+ 28.72%
$133.47 - $159.25 $60.6K - $72.3K
2.04K $317K
VOT
Vanguard Mid Cap Growth Index

ETFs
18
+ 0.32%
$218.05 - $243.47 $3.92K - $4.38K
5.66K $1.38M
ED
Consolidated Edison Inc

Utilities
349
+ 11.61%
$88.42 - $104.97 $30.9K - $36.6K
3.36K $349K
XEL
Xcel Energy Inc

Utilities
294
+ 5.91%
$52.11 - $65.3 $15.3K - $19.2K
5.27K $344K
DUK
Duke Energy Corp

Utilities
312
+ 11.4%
$99.35 - $117.71 $31K - $36.7K
3.05K $351K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
235
+ 12.86%
$210.25 - $231.86 $49.4K - $54.5K
2.06K $460K
COF
Capital One Financial Corp

Financial Services
388
+ 25.18%
$131.42 - $153.05 $51K - $59.4K
1.93K $288K
BK
Bank Of New York Mellon Corp

Financial Services
238
+ 5.08%
$59.54 - $72.17 $14.2K - $17.2K
4.92K $353K
FFIV
F5, Inc.

Technology
37
+ 2.73%
$170.44 - $223.6 $6.31K - $8.27K
1.39K $306K
Activity Summary
Buys All Purchases 325 New Holdings 67 Increased Positions 258 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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