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
ITA
Ishares Tr

ETFs
3
+ 0.15%
$144.84 - $159.5 $435 - $479
1.95K $298K
CEG
Constellation Energy Corp

Utilities
242
+ 16.63%
$201.63 - $347.44 $48.8K - $84.1K
1.7K $342K
LYG
Lloyds Banking Group PLC

Financial Services
262
+ 2.07%
$2.58 - $3.9 $676 - $1.02K
12.9K $49K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
84
+ 0.81%
$81.83 - $82.73 $6.87K - $6.95K
10.4K $862K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
881
+ 5.8%
$11.57 - $12.07 $10.2K - $10.6K
16.1K $188K
FANG
Diamondback Energy, Inc.

Energy
107
+ 8.69%
$139.9 - $180.18 $15K - $19.3K
1.34K $214K
LNW
Light & Wonder, Inc.

Consumer Cyclical
136
+ 2.95%
$85.08 - $111.48 $11.6K - $15.2K
4.75K $411K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8
+ 0.33%
$87.68 - $94.52 $701 - $756
2.43K $225K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
670
+ 4.28%
$11.63 - $12.23 $7.79K - $8.19K
16.3K $191K
SCHV
Schwab Strategic Tr Us Large C

ETFs
129
+ 0.51%
$25.77 - $27.6 $3.32K - $3.56K
25.2K $663K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
439
+ 4.16%
$10.44 - $10.89 $4.58K - $4.78K
11K $115K
DHI
Horton D R Inc

Consumer Cyclical
185
+ 12.63%
$125.29 - $147.65 $23.2K - $27.3K
1.65K $209K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
505
+ 3.05%
$11.13 - $11.61 $5.62K - $5.86K
17.1K $191K
BFK
Blackrock Municipal Income Trust

Financial Services
323
+ 2.88%
$9.89 - $10.29 $3.19K - $3.32K
11.5K $114K
NKE
Nike, Inc.

Consumer Cyclical
691
+ 20.97%
$63.29 - $81.72 $43.7K - $56.5K
3.99K $253K
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
450
+ 4.13%
$9.94 - $10.45 $4.47K - $4.7K
11.4K $113K
PML
Pimco Municipal Income Fund Ii

Financial Services
423
+ 3.11%
$8.04 - $8.62 $3.4K - $3.65K
14K $113K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
251
+ 2.29%
$10.13 - $10.52 $2.54K - $2.64K
11.2K $115K
BNY
Blackrock New York Municipal Income Trust

Financial Services
404
+ 3.7%
$10.13 - $10.6 $4.09K - $4.28K
11.3K $115K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.27K
+ 19.31%
$165.25 - $224.62 $210K - $285K
7.85K $1.3M
BYM
Blackrock Municipal Income Quality Trust

Financial Services
451
+ 4.51%
$10.69 - $11.42 $4.82K - $5.15K
10.5K $112K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
132
+ 12.97%
$634.14 - $744.83 $83.7K - $98.3K
1.15K $729K
PMO
Putnam Municipal Opportunities Trust

Financial Services
313
+ 2.85%
$9.96 - $10.76 $3.12K - $3.37K
11.3K $115K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
547
+ 3.4%
$11.4 - $11.96 $6.24K - $6.54K
16.6K $191K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
553
+ 2.95%
$9.88 - $10.25 $5.46K - $5.67K
19.3K $192K
VKQ
Invesco Municipal Trust

Financial Services
661
+ 3.42%
$9.53 - $10.07 $6.3K - $6.66K
20K $192K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
371
+ 3.49%
$10.37 - $10.83 $3.85K - $4.02K
11K $114K
VMO
Invesco Municipal Opportunity Trust

Financial Services
792
+ 4.05%
$9.44 - $9.93 $7.48K - $7.86K
20.3K $192K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
506
+ 3.82%
$8.44 - $9.01 $4.27K - $4.56K
13.7K $117K
SUB
Ishares Short Term National Mu

ETFs
7
+ 0.05%
$105.3 - $106.24 $737 - $744
13.1K $1.38M
Ishares Bitcoin Trust ETF
14.5K
+ 102.76%
N/A
28.6K $0
Tko Group Holdings Inc
82
+ 1.1%
N/A
7.56K $0
Biohaven LTD
72
+ 0.1%
N/A
70K $0
Blackrock Inc
492
+ 139.77%
N/A
844 $0
Arista Networks Inc
545
+ 11.89%
N/A
5.13K $0
Howard Hughes Holdings Inc
3.61K
+ 54.89%
N/A
10.2K $0
Ge Vernova Inc
274
+ 15.1%
N/A
2.09K $0
Canadian Pacific Kansas City
1.06K
+ 25.34%
N/A
5.22K $0
Labcorp Holdings Inc
798
+ 39.47%
N/A
2.82K $0
Qxo Inc
7.51K
+ 47.44%
N/A
23.3K $0
PCK
Pimco California Municipal Income Fund Ii

Financial Services
176
+ 1.46%
$5.54 - $5.98 $975 - $1.05K
12.3K $69K
PEG
Public Service Enterprise Group Inc

Utilities
69
+ 2.52%
$78.2 - $90.39 $5.4K - $6.24K
2.81K $231K
Linde PLC
1.01K
+ 23.39%
N/A
5.34K $0
Lanzatech Global Inc
13.2K
+ 88.3%
N/A
28.2K $0
Liberty Media Corp Del
7
+ 0.23%
N/A
3.09K $0
PMX
Pimco Municipal Income Fund Iii

Financial Services
515
+ 3.41%
$7.07 - $7.53 $3.64K - $3.88K
15.6K $111K
Brookfield Corp
1.1K
+ 14.11%
N/A
8.92K $0
Lam Research Corp
3.1K
+ 38.21%
N/A
11.2K $0
Ea Series Trust
19.2K
+ 184.49%
N/A
29.7K $0
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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