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
AZN
Astrazeneca PLC

Healthcare
2.39K
+ 42.84%
$65.37 - $77.96 $156K - $186K
7.97K $585K
MU
Micron Technology Inc

Technology
2.38K
+ 55.38%
$86.89 - $109.38 $207K - $260K
6.67K $579K
WMB
Williams Companies, Inc.

Energy
2.9K
+ 36.41%
$54.02 - $61.09 $157K - $177K
10.9K $648K
BA
Boeing CO

Industrials
1.42K
+ 34.48%
$148.15 - $186.25 $211K - $265K
5.55K $945K
TJX
Tjx Companies Inc

Consumer Cyclical
1.66K
+ 17.45%
$112.81 - $126.16 $187K - $210K
11.2K $1.36M
SONY
Sony Group Corp

Technology
6.28K
+ 56.6%
$19.88 - $25.64 $125K - $161K
17.4K $441K
SYK
Stryker Corp

Healthcare
470
+ 18.3%
$355.18 - $399.9 $167K - $188K
3.04K $1.13M
AON
Aon PLC

Financial Services
399
+ 38.89%
$348.44 - $409.32 $139K - $163K
1.43K $568K
ED
Consolidated Edison Inc

Utilities
690
+ 12.26%
$88.0 - $110.59 $60.7K - $76.3K
6.32K $698K
CB
Chubb LTD

Financial Services
502
+ 28.83%
$257.71 - $301.99 $129K - $152K
2.24K $677K
SO
Southern CO

Utilities
1.57K
+ 30.78%
$80.96 - $92.96 $127K - $146K
6.68K $614K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.16K
+ 9.12%
$71.17 - $73.66 $154K - $159K
25.9K $1.9M
HD
Home Depot, Inc.

Consumer Cyclical
965
+ 13.2%
$347.25 - $424.87 $335K - $410K
8.28K $3.03M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.01K
+ 102.74%
$283.06 - $421.16 $286K - $426K
2K $564K
ITW
Illinois Tool Works Inc

Industrials
798
+ 35.51%
$244.9 - $274.48 $195K - $219K
3.05K $755K
NVO
Novo Nordisk A S

Healthcare
4.24K
+ 63.52%
$69.3 - $90.95 $294K - $386K
10.9K $758K
SPGI
S&P Global Inc.

Financial Services
321
+ 15.77%
$478.26 - $543.77 $154K - $175K
2.36K $1.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.72K
+ 20.77%
$56.12 - $68.15 $96.6K - $117K
10K $678K
ADP
Automatic Data Processing Inc

Industrials
389
+ 8.07%
$286.85 - $318.64 $112K - $124K
5.21K $1.59M
SHW
Sherwin Williams CO

Basic Materials
481
+ 35.95%
$330.16 - $365.55 $159K - $176K
1.82K $635K
ROL
Rollins Inc

Consumer Cyclical
2.49K
+ 40.98%
$45.65 - $54.03 $114K - $135K
8.57K $462K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
11.2K
+ 73.34%
$11.66 - $14.98 $130K - $167K
26.4K $359K
TSCO
Tractor Supply CO

Consumer Cyclical
2.62K
+ 15.5%
$51.66 - $57.94 $135K - $152K
19.5K $1.07M
CTVA
Corteva, Inc.

Basic Materials
2.19K
+ 33.44%
$55.94 - $66.15 $123K - $145K
8.74K $550K
KMB
Kimberly Clark Corp

Consumer Defensive
893
+ 20.7%
$124.46 - $147.4 $111K - $132K
5.21K $740K
STE
Steris PLC

Healthcare
415
+ 10.77%
$202.46 - $232.74 $84K - $96.6K
4.27K $967K
MIDD
Middleby Corp

Industrials
461
+ 7.31%
$133.93 - $172.89 $61.7K - $79.7K
6.77K $1.03M
USB
Us Bancorp \De\

Financial Services
4.91K
+ 80.98%
$40.92 - $50.9 $201K - $250K
11K $462K
SCHW
Schwab Charles Corp

Financial Services
1.65K
+ 19.04%
$71.24 - $83.64 $118K - $138K
10.3K $809K
FTNT
Fortinet, Inc.

Technology
1.66K
+ 70.69%
$92.49 - $114.57 $153K - $190K
4K $385K
TRMB
Trimble Inc.

Technology
3.51K
+ 25.77%
$65.52 - $77.49 $230K - $272K
17.1K $1.13M
GLW
Corning Inc

Technology
3.63K
+ 59.3%
$44.91 - $54.25 $163K - $197K
9.74K $445K
WELL
Welltower Inc.

Real Estate
589
+ 26.83%
$124.05 - $156.86 $73.1K - $92.4K
2.78K $426K
MO
Altria Group, Inc.

Consumer Defensive
1.1K
+ 10.52%
$50.81 - $60.02 $55.8K - $65.9K
11.5K $692K
MMM
3 M CO

Industrials
594
+ 17.91%
$129.7 - $155.12 $77K - $92.1K
3.91K $574K
CME
Cme Group Inc.

Financial Services
361
+ 23.7%
$225.82 - $266.54 $81.5K - $96.2K
1.88K $499K
ECL
Ecolab Inc.

Basic Materials
504
+ 54.49%
$229.72 - $269.82 $116K - $136K
1.43K $362K
COP
Conocophillips

Energy
1.07K
+ 18.75%
$88.6 - $105.85 $94.6K - $113K
6.76K $710K
O
Realty Income Corp

Real Estate
2.17K
+ 54.71%
$51.67 - $58.49 $112K - $127K
6.15K $356K
CFG
Citizens Financial Group Inc

Financial Services
3.84K
+ 74.93%
$39.73 - $48.36 $152K - $185K
8.95K $366K
SAN
Banco Santander, S.A.

Financial Services
17.3K
+ 136.51%
$4.46 - $7.14 $77.1K - $123K
30K $200K
MCO
Moodys Corp

Financial Services
311
+ 50.98%
$437.8 - $527.48 $136K - $164K
921 $428K
DIS
Walt Disney CO

Communication Services
2.78K
+ 25.81%
$96.87 - $114.0 $269K - $317K
13.6K $1.34M
MSTR
Microstrategy Inc

Technology
484
+ 69.04%
$239.27 - $396.5 $116K - $192K
1.19K $341K
OHI
Omega Healthcare Investors Inc

Real Estate
3.47K
+ 16.08%
$35.7 - $38.33 $124K - $133K
25.1K $954K
SLB
Schlumberger Limited

Energy
2.67K
+ 36.38%
$38.4 - $43.74 $103K - $117K
10K $418K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
8.1K
+ 72.18%
$14.13 - $16.72 $115K - $135K
19.3K $298K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
600
+ 6.49%
$34.58 - $45.97 $20.7K - $27.6K
9.85K $448K
TM
Toyota Motor Corp

Consumer Cyclical
881
+ 78.1%
$176.53 - $195.35 $156K - $172K
2.01K $354K
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
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