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
MRK
Merck & Co., Inc.

Healthcare
2.33K
+ 15.59%
$83.01 - $101.02 $193K - $235K
17.3K $1.55M
PFE
Pfizer Inc

Healthcare
3.63K
+ 15.47%
$25.01 - $27.13 $90.7K - $98.4K
27.1K $686K
FAST
Fastenal CO

Industrials
603
+ 20.04%
$71.11 - $79.98 $42.9K - $48.2K
3.61K $280K
SHV
Ishares Tr

ETFs
1
+ 0.0%
$110.11 - $110.51 $110 - $111
186K $20.6M
BX
Blackstone Inc.

Financial Services
1.7K
+ 31.75%
$136.53 - $186.74 $232K - $317K
7.04K $984K
APH
Amphenol Corp

Technology
1.43K
+ 18.19%
$61.62 - $78.55 $88.3K - $113K
9.31K $610K
WBD
Warner Bros. Discovery, Inc.

Communication Services
5.72K
+ 44.13%
$9.47 - $11.46 $54.2K - $65.6K
18.7K $200K
ABC
Amerisourcebergen Corp

Healthcare
336
+ 35.82%
N/A
1.27K $235K
ENTG
Entegris Inc

Technology
1.33K
+ 28.11%
$87.48 - $109.53 $117K - $146K
6.08K $531K
RMD
Resmed Inc

Healthcare
302
+ 18.31%
$219.7 - $257.65 $66.3K - $77.8K
1.95K $436K
ET
Energy Transfer LP

Energy
3.58K
+ 35.16%
$17.26 - $21.08 $61.8K - $75.4K
13.8K $255K
MSCI
Msci Inc.

Financial Services
173
+ 14.42%
$541.46 - $628.34 $93.7K - $109K
1.37K $776K
MSI
Motorola Solutions, Inc.

Technology
164
+ 23.53%
$411.73 - $482.1 $67.5K - $79.1K
861 $376K
RBLX
Roblox Corp

Communication Services
868
+ 17.66%
$53.77 - $75.47 $46.7K - $65.5K
5.78K $337K
EA
Electronic Arts Inc.

Communication Services
406
+ 10.37%
$116.53 - $146.29 $47.3K - $59.4K
4.32K $624K
LOW
Lowes Companies Inc

Consumer Cyclical
398
+ 13.21%
$222.66 - $268.42 $88.6K - $107K
3.41K $795K
TTWO
Take Two Interactive Software Inc

Communication Services
64
+ 3.96%
$178.61 - $217.95 $11.4K - $13.9K
1.68K $348K
PNC
Pnc Financial Services Group, Inc.

Financial Services
422
+ 29.7%
$168.84 - $202.89 $71.3K - $85.6K
1.84K $323K
DFS
Discover Financial Services

Financial Services
376
+ 5.08%
$152.99 - $203.25 $57.5K - $76.4K
7.78K $1.33M
CVLT
Commvault Systems Inc

Technology
180
+ 7.36%
$146.82 - $187.9 $26.4K - $33.8K
2.63K $414K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
711
+ 7.29%
N/A
10.5K $677K
OEF
Ishares S&P 100 ETF

ETFs
171
+ 13.57%
N/A
1.43K $380K
EMR
Emerson Electric CO

Industrials
796
+ 27.48%
$108.64 - $131.17 $86.5K - $104K
3.69K $404K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
442
+ 23.96%
$203.38 - $274.79 $89.9K - $121K
2.29K $469K
GM
General Motors CO

Consumer Cyclical
1.78K
+ 26.6%
$45.22 - $54.92 $80.6K - $97.9K
8.49K $399K
AOS
Smith A O Corp

Industrials
857
+ 16.46%
$65.16 - $72.69 $55.8K - $62.3K
6.07K $396K
TT
Trane Technologies PLC

Industrials
218
+ 22.22%
$332.0 - $400.86 $72.4K - $87.4K
1.2K $403K
KRE
Spdr S&P Regional Banking ETF

ETFs
1.28K
+ 15.01%
$55.11 - $65.5 $70.3K - $83.6K
9.78K $551K
MGV
Vanguard Mega Cap Value

ETFs
7
+ 0.05%
$123.61 - $133.01 $865 - $931
15.5K $1.97M
FICO
Fair Isaac Corp

Technology
28
+ 23.53%
$1695.35 - $2030.47 $47.5K - $56.9K
147 $271K
LMT
Lockheed Martin Corp

Industrials
168
+ 15.57%
$423.19 - $506.29 $71.1K - $85.1K
1.25K $557K
VST
Vistra Corp.

Utilities
791
+ 26.6%
$108.49 - $191.89 $85.8K - $152K
3.77K $442K
CINF
Cincinnati Financial Corp

Financial Services
172
+ 11.01%
$133.67 - $147.81 $23K - $25.4K
1.73K $256K
RJF
Raymond James Financial Inc

Financial Services
356
+ 27.13%
$137.62 - $172.64 $49K - $61.5K
1.67K $231K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
30
+ 0.43%
$68.32 - $75.06 $2.05K - $2.25K
6.99K $515K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
377
+ 9.39%
$90.12 - $109.07 $34K - $41.1K
4.39K $424K
CARR
Carrier Global Corp

Industrials
663
+ 20.49%
$62.07 - $70.55 $41.2K - $46.8K
3.9K $247K
KMI
Kinder Morgan, Inc.

Energy
488
+ 4.73%
$26.1 - $31.22 $12.7K - $15.2K
10.8K $308K
OKE
Oneok Inc

Energy
291
+ 11.63%
$89.57 - $109.85 $26.1K - $32K
2.79K $277K
CRS
Carpenter Technology Corp

Industrials
9
+ 0.43%
$172.39 - $212.53 $1.55K - $1.91K
2.1K $379K
XLY
Select Sector Spdr Consumer Di

ETFs
254
+ 27.4%
$192.6 - $233.2 $48.9K - $59.2K
1.18K $232K
ODFL
Old Dominion Freight Line, Inc.

Industrials
245
+ 16.11%
$161.13 - $209.29 $39.5K - $51.3K
1.77K $292K
ADSK
Autodesk, Inc.

Technology
91
+ 13.07%
N/A
787 $193K
CNM
Core & Main, Inc.

Industrials
1.23K
+ 8.39%
$46.27 - $57.26 $57K - $70.5K
15.9K $768K
SQ
Block, Inc.

Technology
1.54K
+ 64.52%
$54.04 - $92.95 $83.3K - $143K
3.93K $224K
FCNCA
First Citizens Bancshares Inc

Financial Services
25
+ 24.04%
$1728.36 - $2231.14 $43.2K - $55.8K
129 $239K
MC
Moelis & CO

Financial Services
1.25K
+ 36.04%
$57.91 - $81.2 $72.4K - $102K
4.72K $275K
MFG
Mizuho Financial Group Inc

Financial Services
1.73K
+ 13.15%
$4.83 - $6.04 $8.35K - $10.4K
14.9K $81K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
406
+ 11.04%
$333.37 - $384.99 $135K - $156K
4.08K $1.36M
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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