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
AMD
Advanced Micro Devices Inc

Technology
2.32K
+ 39.35%
$96.63 - $129.55 $224K - $300K
8.2K $842K
PLD
Prologis, Inc.

Real Estate
1.01K
+ 40.43%
$103.59 - $124.04 $105K - $125K
3.51K $392K
DOX
Amdocs LTD

Technology
1.18K
+ 38.31%
$82.21 - $92.02 $96.8K - $108K
4.25K $388K
MPC
Marathon Petroleum Corp

Energy
725
+ 23.22%
$134.72 - $159.03 $97.7K - $115K
3.85K $560K
D
Dominion Energy, Inc

Utilities
2.04K
+ 48.05%
$52.85 - $57.43 $108K - $117K
6.29K $352K
EXC
Exelon Corp

Utilities
1.62K
+ 28.18%
$37.3 - $46.08 $60.6K - $74.8K
7.39K $340K
TRGP
Targa Resources Corp.

Energy
457
+ 31.76%
$178.44 - $217.22 $81.5K - $99.3K
1.9K $380K
LNG
Cheniere Energy, Inc.

Energy
352
+ 13.95%
$209.32 - $253.66 $73.7K - $89.3K
2.88K $665K
HEI
Heico Corp

Industrials
335
+ 31.9%
$219.6 - $270.85 $73.6K - $90.7K
1.39K $370K
AMAT
Applied Materials Inc

Technology
1.34K
+ 32.28%
$145.06 - $195.51 $194K - $262K
5.48K $795K
APP
App Lovin Corp

Technology
701
+ 60.8%
$238.08 - $510.13 $167K - $358K
1.85K $491K
CDNS
Cadence Design Systems Inc

Technology
677
+ 54.86%
$233.96 - $324.52 $158K - $220K
1.91K $486K
ICE
Intercontinental Exchange, Inc.

Financial Services
123
+ 3.07%
$142.8 - $176.36 $17.6K - $21.7K
4.14K $713K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.66K
+ 28.15%
$72.7 - $84.32 $121K - $140K
7.55K $563K
KR
Kroger CO

Consumer Defensive
1.28K
+ 31.52%
$58.36 - $67.72 $74.5K - $86.5K
5.33K $360K
EOG
Eog Resources Inc

Energy
677
+ 14.79%
$120.54 - $138.05 $81.6K - $93.5K
5.25K $673K
NEE
Nextera Energy Inc

Utilities
1.68K
+ 16.23%
$66.96 - $76.16 $112K - $128K
12K $851K
VICR
Vicor Corp

Technology
2.66K
+ 32.55%
$46.78 - $64.71 $124K - $172K
10.8K $506K
CRWD
Crowd Strike Holdings, Inc.

Technology
272
+ 20.03%
$308.86 - $455.36 $84K - $124K
1.63K $574K
FISV
Fiserv Inc

Technology
880
+ 46.76%
N/A
2.76K $345K
ISRG
Intuitive Surgical Inc

Healthcare
334
+ 15.67%
$476.63 - $610.45 $159K - $204K
2.47K $1.22M
DE
Deere & CO

Industrials
123
+ 11.52%
$408.57 - $509.27 $50.3K - $62.6K
1.19K $558K
PANW
Palo Alto Networks Inc

Technology
1.05K
+ 16.29%
$167.82 - $208.28 $176K - $218K
7.48K $1.28M
VRT
Vertiv Holdings CO

Industrials
1.22K
+ 11.33%
N/A
12K $1.04M
AMT
American Tower Corp

Real Estate
248
+ 17.06%
$173.46 - $217.6 $43K - $54K
1.7K $370K
WSM
Williams Sonoma Inc

Consumer Cyclical
865
+ 70.15%
$158.1 - $217.71 $137K - $188K
2.1K $331K
EXPD
Expeditors International Of Washington Inc

Industrials
682
+ 33.11%
$109.09 - $126.48 $74.4K - $86.3K
2.74K $329K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2
+ 0.51%
$1187.71 - $1432.58 $2.38K - $2.87K
395 $565K
CNQ
Canadian Natural Resources LTD

Energy
3.2K
+ 48.58%
$26.72 - $32.74 $85.5K - $105K
9.78K $301K
COF
Capital One Financial Corp

Financial Services
503
+ 22.81%
$163.87 - $209.82 $82.4K - $106K
2.71K $485K
CPRT
Copart Inc

Consumer Cyclical
2.34K
+ 4.45%
$52.3 - $59.83 $122K - $140K
54.9K $3.11M
PH
Parker Hannifin Corp

Industrials
175
+ 29.51%
$591.65 - $707.05 $104K - $124K
768 $466K
MRVL
Marvell Technology, Inc.

Technology
3.89K
+ 124.31%
$61.57 - $126.06 $240K - $491K
7.02K $432K
IVE
Ishares S&P 500 Value ETF

ETFs
577
+ 5.42%
$185.78 - $198.58 $107K - $115K
11.2K $2.12M
PSX
Phillips 66

Energy
547
+ 31.04%
$113.93 - $131.55 $62.3K - $72K
2.31K $285K
XLF
Financial Sector Spdr

ETFs
1.23K
+ 4.6%
$47.32 - $52.19 $58.4K - $64.4K
28.1K $1.38M
MET
Metlife Inc

Financial Services
1.11K
+ 26.44%
$77.7 - $87.0 $86.2K - $96.5K
5.3K $425K
XLE
Energy Sector Spdr

ETFs
464
+ 8.36%
$85.7 - $93.96 $39.8K - $43.6K
6.01K $555K
WM
Waste Management Inc

Industrials
97
+ 5.26%
$200.54 - $233.78 $19.5K - $22.7K
1.94K $449K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
290
+ 62.23%
$314.47 - $431.35 $91.2K - $125K
756 $277K
WSO
Watsco Inc

Industrials
92
+ 11.39%
$463.86 - $530.75 $42.7K - $48.8K
900 $457K
ADI
Analog Devices Inc

Technology
494
+ 20.96%
$201.56 - $243.82 $99.6K - $120K
2.85K $574K
AFL
Aflac Inc

Financial Services
322
+ 7.04%
$100.99 - $111.19 $32.5K - $35.8K
4.89K $544K
SPG
Simon Property Group Inc

Real Estate
504
+ 24.14%
$159.48 - $187.78 $80.4K - $94.6K
2.59K $430K
TFC
Truist Financial Corp

Financial Services
2K
+ 36.66%
$39.48 - $48.15 $79.1K - $96.5K
7.47K $307K
ETN
Eaton Corp PLC

Industrials
706
+ 34.64%
$271.83 - $371.23 $192K - $262K
2.74K $745K
APD
Air Products & Chemicals, Inc.

Basic Materials
217
+ 21.72%
$283.24 - $338.07 $61.5K - $73.4K
1.22K $358K
APO
Apollo Global Management, Inc.

Financial Services
792
+ 52.62%
$126.01 - $172.06 $99.8K - $136K
2.3K $314K
PCAR
Paccar Inc

Industrials
932
+ 24.89%
$96.91 - $112.51 $90.3K - $105K
4.68K $455K
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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