Simon Quick Advisors, LLC Incresed Positions in Q2 2025

Simon Quick Advisors, LLC

  • $2.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WBA
Walgreens Boots Alliance, Inc.

Healthcare
7.59K
+ 24.19%
$10.59 - $11.48 $80.3K - $87.1K
38.9K $447K
ES
Eversource Energy

Utilities
1.42K
+ 36.99%
$54.25 - $65.89 $76.8K - $93.3K
5.24K $333K
FTNT
Fortinet, Inc.

Technology
545
+ 13.62%
$84.71 - $108.69 $46.2K - $59.2K
4.55K $480K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.92K
+ 1751.9%
$87.84 - $1441.89 $608K - $9.98M
7.32K $659K
BX
Blackstone Inc.

Financial Services
170
+ 2.41%
$120.07 - $151.11 $20.4K - $25.7K
7.21K $1.08M
PNC
Pnc Financial Services Group, Inc.

Financial Services
390
+ 21.16%
$149.76 - $186.42 $58.4K - $72.7K
2.23K $416K
NEE
Nextera Energy Inc

Utilities
1.59K
+ 13.2%
$64.11 - $75.0 $102K - $119K
13.6K $943K
KR
Kroger CO

Consumer Defensive
974
+ 18.28%
$64.62 - $74.0 $62.9K - $72.1K
6.3K $452K
WM
Waste Management Inc

Industrials
421
+ 21.69%
$216.47 - $242.1 $91.1K - $102K
2.36K $540K
ROKU
Roku, Inc

Communication Services
426
+ 14.23%
$55.1 - $87.89 $23.5K - $37.4K
3.42K $300K
MSI
Motorola Solutions, Inc.

Technology
248
+ 28.8%
$394.72 - $440.39 $97.9K - $109K
1.11K $466K
TTC
Toro CO

Industrials
1.39K
+ 31.81%
$63.51 - $77.8 $88.5K - $108K
5.77K $407K
CFG
Citizens Financial Group Inc

Financial Services
1.23K
+ 13.77%
$34.27 - $44.75 $42.3K - $55.2K
10.2K $455K
ZTS
Zoetis Inc.

Healthcare
823
+ 17.02%
$144.41 - $170.3 $119K - $140K
5.66K $882K
ALL
Allstate Corp

Financial Services
497
+ 20.39%
$180.53 - $212.64 $89.7K - $106K
2.93K $590K
SQ
Block, Inc.

Technology
1.49K
+ 37.82%
N/A
5.42K $310K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
58
+ 0.15%
$17.76 - $22.1 $1.03K - $1.28K
39.2K $866K
FAST
Fastenal CO

Industrials
5.05K
+ 139.89%
$40.65 - $83.16 $205K - $420K
8.67K $363K
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
4.74K
+ 44.23%
$7.79 - $11.67 $36.9K - $55.4K
15.5K $180K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
12
+ 0.13%
$50.48 - $64.85 $606 - $778
8.94K $579K
SPG
Simon Property Group Inc

Real Estate
582
+ 22.45%
$140.37 - $171.44 $81.7K - $99.8K
3.17K $510K
SYY
Sysco Corp

Consumer Defensive
1.01K
+ 24.95%
$68.0 - $75.91 $68.7K - $76.7K
5.06K $383K
NVO
Novo Nordisk A S

Healthcare
1.18K
+ 10.82%
$58.08 - $81.05 $68.6K - $95.7K
12.1K $835K
EXC
Exelon Corp

Utilities
2.24K
+ 30.29%
$42.2 - $47.37 $94.4K - $106K
9.62K $417K
VBR
Vanguard Small Cap Value ETF

ETFs
34
+ 0.46%
$162.76 - $195.77 $5.53K - $6.66K
7.35K $1.43M
EQT
Eqt Corp

Energy
952
+ 23.37%
$46.11 - $60.44 $43.9K - $57.5K
5.03K $293K
CHTR
Charter Communications, Inc.

Communication Services
131
+ 24.13%
$321.68 - $427.25 $42.1K - $56K
674 $275K
SPGI
S&P Global Inc.

Financial Services
52
+ 2.21%
$438.31 - $527.29 $22.8K - $27.4K
2.41K $1.27M
HPE
Hewlett Packard Enterprise CO

Technology
271
+ 2.02%
$12.51 - $20.45 $3.39K - $5.54K
13.7K $279K
OXY
Occidental Petroleum Corp

Energy
2.46K
+ 54.02%
$36.11 - $49.33 $88.9K - $121K
7.02K $294K
GM
General Motors CO

Consumer Cyclical
1.06K
+ 12.49%
$42.48 - $50.46 $45K - $53.5K
9.55K $469K
NMR
Nomura Holdings Inc

Financial Services
9.42K
+ 48.15%
$4.95 - $6.6 $46.6K - $62.1K
29K $190K
PSX
Phillips 66

Energy
670
+ 29.02%
$92.87 - $125.73 $62.2K - $84.2K
2.98K $355K
ITA
Ishares Tr

ETFs
1
+ 0.05%
$135.31 - $188.64 $135 - $189
1.95K $367K
UMC
United Microelectronics Corp

Technology
7.69K
+ 51.17%
$6.12 - $8.32 $47K - $64K
22.7K $173K
CBRE
Cbre Group, Inc.

Real Estate
364
+ 22.22%
$113.94 - $140.12 $41.5K - $51K
2K $280K
GWW
W.W. Grainger, Inc.

Industrials
52
+ 25.37%
$919.93 - $1101.66 $47.8K - $57.3K
257 $267K
XLI
Industrial Sector Spdr

ETFs
121
+ 4.55%
$116.42 - $147.52 $14.1K - $17.8K
2.78K $410K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
853
+ 6.83%
$15.0 - $20.49 $12.8K - $17.5K
13.3K $272K
D
Dominion Energy, Inc

Utilities
1.04K
+ 16.56%
$49.66 - $58.0 $51.7K - $60.4K
7.33K $414K
HIG
Hartford Financial Services Group, Inc.

Financial Services
430
+ 21.92%
$109.83 - $131.67 $47.2K - $56.6K
2.39K $303K
AOS
Smith A O Corp

Industrials
897
+ 14.79%
$59.63 - $70.52 $53.5K - $63.3K
6.96K $456K
UHS
Universal Health Services Inc

Healthcare
400
+ 21.44%
$157.05 - $197.94 $62.8K - $79.2K
2.27K $410K
GHC
Graham Holdings CO

Consumer Defensive
61
+ 28.64%
$876.56 - $1003.53 $53.5K - $61.2K
274 $259K
FR
First Industrial Realty Trust Inc

Real Estate
1.69K
+ 35.85%
$43.07 - $54.05 $72.6K - $91.1K
6.39K $307K
MAIN
Main Street Capital Corp

Financial Services
12
+ 0.06%
$49.15 - $59.32 $590 - $712
20.9K $1.23M
ABC
Amerisourcebergen Corp

Healthcare
273
+ 21.43%
N/A
1.55K $286K
TDY
Teledyne Technologies Inc

Technology
75
+ 9.46%
$435.54 - $512.31 $32.7K - $38.4K
868 $444K
ANSS
Ansys Inc

Technology
51
+ 5.61%
$284.19 - $351.22 $14.5K - $17.9K
960 $337K
Activity Summary
Buys All Purchases 673 New Holdings 220 Increased Positions 453 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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