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
ODFL
Old Dominion Freight Line, Inc.

Industrials
342
+ 19.37%
$146.74 - $176.07 $50.2K - $60.2K
2.11K $342K
ESI
Element Solutions Inc

Basic Materials
2.18K
+ 15.12%
$17.5 - $22.96 $38.2K - $50.1K
16.6K $376K
FISV
Fiserv Inc

Technology
380
+ 13.76%
N/A
3.14K $393K
AWK
American Water Works Company, Inc.

Utilities
429
+ 30.32%
$133.82 - $151.96 $57.4K - $65.2K
1.84K $256K
TYL
Tyler Technologies Inc

Technology
72
+ 17.87%
$521.68 - $592.84 $37.6K - $42.7K
475 $281K
UNH
Unitedhealth Group Inc

Healthcare
4.48K
+ 70.26%
$274.35 - $599.47 $1.23M - $2.69M
10.9K $3.39M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
583
+ 0.21%
$50.36 - $50.68 $29.4K - $29.5K
278K $14.1M
TRGP
Targa Resources Corp.

Energy
562
+ 29.64%
$157.32 - $205.72 $88.4K - $116K
2.46K $427K
PSA
Public Storage

Real Estate
178
+ 15.91%
$266.31 - $309.77 $47.4K - $55.1K
1.3K $380K
CINF
Cincinnati Financial Corp

Financial Services
294
+ 16.96%
$126.6 - $151.6 $37.2K - $44.6K
2.03K $302K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.07K
+ 7.31%
$107.83 - $119.94 $223K - $248K
30.3K $3.27M
KMX
Carmax Inc

Consumer Cyclical
1.09K
+ 40.99%
$62.27 - $82.77 $67.7K - $90.1K
3.74K $251K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
372
+ 3.14%
$96.84 - $99.46 $36K - $37K
12.2K $1.21M
CL
Colgate Palmolive CO

Consumer Defensive
805
+ 7.24%
$87.57 - $96.0 $70.5K - $77.3K
11.9K $1.08M
DVY
Ishares Tr

ETFs
306
+ 1.29%
$118.37 - $134.86 $36.2K - $41.3K
24.1K $3.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
38
+ 0.18%
$22.92 - $28.05 $871 - $1.07K
20.7K $581K
SCHV
Schwab Strategic Tr Us Large C

ETFs
128
+ 0.51%
$23.55 - $27.67 $3.01K - $3.54K
25.3K $701K
PCAR
Paccar Inc

Industrials
517
+ 11.05%
$86.4 - $99.09 $44.7K - $51.2K
5.19K $493K
ICL
Icl Group Ltd.

Basic Materials
2.96K
+ 25.97%
$5.35 - $6.98 $15.8K - $20.6K
14.3K $98K
O
Realty Income Corp

Real Estate
603
+ 9.81%
$52.27 - $58.52 $31.5K - $35.3K
6.75K $388K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9
+ 0.08%
$24.38 - $30.18 $219 - $272
11.1K $334K
HSIC
Henry Schein Inc

Healthcare
182
+ 5.54%
$62.7 - $73.66 $11.4K - $13.4K
3.47K $253K
AON
Aon PLC

Financial Services
245
+ 17.19%
$335.85 - $398.81 $82.3K - $97.7K
1.67K $595K
NOC
Northrop Grumman Corp

Industrials
92
+ 5.67%
$456.3 - $540.39 $42K - $49.7K
1.72K $857K
ETR
Entergy Corp

Utilities
401
+ 13.65%
$79.01 - $86.61 $31.7K - $34.7K
3.34K $277K
NLOK
Norton Life Lock Inc.

Technology
1.19K
+ 8.15%
N/A
15.8K $339K
ROL
Rollins Inc

Consumer Cyclical
64
+ 0.75%
$50.65 - $58.58 $3.24K - $3.75K
8.63K $486K
AZN
Astrazeneca PLC

Healthcare
751
+ 9.42%
$64.87 - $75.0 $48.7K - $56.3K
8.72K $609K
RSP
Invesco S&P 500 Equal Weight E

ETFs
6
+ 0.26%
$152.93 - $181.74 $918 - $1.09K
2.35K $426K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.05%
$97.68 - $121.38 $97.7 - $121
1.98K $239K
INFY
Infosys LTD

Technology
1.04K
+ 9.48%
$16.14 - $18.75 $16.8K - $19.5K
12K $222K
PRF
Invesco Exchange Traded Fd Tr

ETFs
38
+ 0.39%
$35.77 - $42.27 $1.36K - $1.61K
9.76K $412K
ACGL
Arch Capital Group Ltd.

Financial Services
370
+ 15.55%
$84.99 - $96.82 $31.4K - $35.8K
2.75K $250K
LYG
Lloyds Banking Group PLC

Financial Services
3.27K
+ 25.21%
$3.32 - $4.29 $10.8K - $14K
16.2K $68K
CCI
Crown Castle International Corp

Real Estate
697
+ 1.78%
$94.83 - $107.06 $66.1K - $74.6K
39.8K $4.08M
DHI
Horton D R Inc

Consumer Cyclical
55
+ 3.33%
$115.1 - $129.63 $6.33K - $7.13K
1.71K $219K
ESTC
Elastic N.V.

Technology
254
+ 9.58%
$73.36 - $94.17 $18.6K - $23.9K
2.91K $245K
DGRO
Ishares Core Dividend Growth E

ETFs
3
+ 0.09%
$55.22 - $63.94 $166 - $192
3.45K $220K
UNP
Union Pacific Corp

Industrials
173
+ 3.43%
$208.27 - $238.46 $36K - $41.3K
5.22K $1.2M
OKE
Oneok Inc

Energy
709
+ 25.38%
$78.71 - $100.37 $55.8K - $71.2K
3.5K $285K
CSTL
Castle Biosciences Inc

Healthcare
102
+ 0.75%
$15.8 - $21.98 $1.61K - $2.24K
13.7K $279K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
42
+ 0.4%
$82.21 - $83.12 $3.45K - $3.49K
10.5K $868K
ET
Energy Transfer LP

Energy
652
+ 4.74%
$15.65 - $18.93 $10.2K - $12.3K
14.4K $261K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9
+ 0.37%
$85.42 - $94.39 $769 - $850
2.44K $229K
BYM
Blackrock Municipal Income Quality Trust

Financial Services
443
+ 4.23%
$10.17 - $10.91 $4.51K - $4.83K
10.9K $115K
GDDY
Go Daddy Inc.

Technology
20
+ 1.44%
$162.11 - $192.36 $3.24K - $3.85K
1.41K $253K
BXSL
Blackstone Secured Lending Fund

Financial Services
872
+ 5.98%
$26.88 - $32.74 $23.4K - $28.5K
15.4K $474K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
569
+ 4.14%
$8.05 - $8.68 $4.58K - $4.94K
14.3K $119K
BFK
Blackrock Municipal Income Trust

Financial Services
493
+ 4.28%
$9.2 - $9.99 $4.54K - $4.93K
12K $115K
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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