Simon Quick Advisors, LLC New Holdings in Q3 2024

Simon Quick Advisors, LLC

  • $1.57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
558K
New
$50.52 - $50.95 $28.2M - $28.4M
558K $28.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.69K
New
$105.53 - $118.34 $917K - $1.03M
8.69K $1.02M
UL
Unilever PLC

Consumer Defensive
7.84K
New
$54.7 - $65.59 $429K - $514K
7.84K $509K
NVS
Novartis Ag

Healthcare
4.19K
New
$106.13 - $120.89 $445K - $507K
4.19K $481K
TTD
Trade Desk, Inc.

Technology
3.54K
New
$83.08 - $110.79 $294K - $392K
3.54K $388K
AEP
American Electric Power CO Inc

Utilities
3.52K
New
$87.11 - $104.95 $307K - $369K
3.52K $361K
BMY
Bristol Myers Squibb CO

Healthcare
6.83K
New
$39.66 - $51.75 $271K - $353K
6.83K $353K
AON
Aon PLC

Financial Services
978
New
$293.16 - $351.06 $287K - $343K
978 $338K
PH
Parker Hannifin Corp

Industrials
532
New
$501.01 - $635.92 $267K - $338K
532 $336K
NKE
Nike, Inc.

Consumer Cyclical
3.63K
New
$71.09 - $89.44 $258K - $325K
3.63K $320K
VST
Vistra Corp.

Utilities
2.64K
New
$69.0 - $119.06 $182K - $314K
2.64K $312K
MMM
3 M CO

Industrials
2.25K
New
$99.69 - $139.42 $225K - $314K
2.25K $307K
DELL
Dell Technologies Inc.

Technology
2.48K
New
$87.89 - $145.97 $218K - $362K
2.48K $294K
SLB
Schlumberger Limited

Energy
6.95K
New
$39.57 - $49.67 $275K - $345K
6.95K $291K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.4K
New
$31.05 - $34.29 $261K - $288K
8.4K $287K
PI
Impinj Inc

Technology
1.3K
New
$137.66 - $217.83 $179K - $283K
1.3K $281K
EQIX
Equinix Inc

Real Estate
314
New
$749.0 - $890.01 $235K - $279K
314 $278K
APD
Air Products & Chemicals, Inc.

Basic Materials
890
New
$247.34 - $300.11 $220K - $267K
890 $264K
FISV
Fiserv Inc

Technology
2.11K
New
N/A
2.11K $263K
CVS
Cvs Health Corp

Healthcare
4.15K
New
$55.81 - $63.18 $232K - $262K
4.15K $261K
USB
Us Bancorp \De\

Financial Services
5.66K
New
$39.04 - $47.23 $221K - $267K
5.66K $258K
NSC
Norfolk Southern Corp

Industrials
1.04K
New
$213.75 - $259.69 $221K - $269K
1.04K $257K
BLK
Black Rock Inc.

Financial Services
269
New
$782.27 - $949.51 $210K - $255K
269 $255K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.28K
New
$178.41 - $210.18 $227K - $268K
1.28K $253K
WELL
Welltower Inc.

Real Estate
1.97K
New
$104.0 - $129.74 $205K - $256K
1.97K $252K
MCO
Moodys Corp

Financial Services
532
New
$421.49 - $494.67 $224K - $263K
532 $252K
DHI
Horton D R Inc

Consumer Cyclical
1.32K
New
$135.21 - $197.06 $178K - $260K
1.32K $251K
CARR
Carrier Global Corp

Industrials
3.07K
New
$61.9 - $80.88 $190K - $248K
3.07K $246K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.37K
New
$138.85 - $182.81 $191K - $251K
1.37K $243K
KAI
Kadant Inc

Industrials
715
New
$290.3 - $356.64 $208K - $255K
715 $241K
DASH
Door Dash, Inc.

Communication Services
1.69K
New
$100.28 - $143.99 $170K - $243K
1.69K $241K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.29K
New
$156.14 - $187.2 $201K - $241K
1.29K $237K
CTAS
Cintas Corp

Industrials
1.15K
New
$201.38 - $819.83 $232K - $943K
1.15K $236K
D
Dominion Energy, Inc

Utilities
4.07K
New
$48.01 - $58.53 $195K - $238K
4.07K $234K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.98K
New
$101.72 - $112.94 $201K - $223K
1.98K $223K
AMP
Ameriprise Financial Inc

Financial Services
467
New
$391.53 - $469.81 $183K - $219K
467 $219K
KMB
Kimberly Clark Corp

Consumer Defensive
1.52K
New
$135.05 - $148.35 $206K - $226K
1.52K $216K
DGRO
Ishares Core Dividend Growth E

ETFs
3.44K
New
$57.47 - $62.76 $198K - $216K
3.44K $215K
INFY
Infosys LTD

Technology
9.64K
New
$18.76 - $23.28 $181K - $224K
9.64K $214K
O
Realty Income Corp

Real Estate
3.36K
New
$52.36 - $63.42 $176K - $213K
3.36K $213K
NEM
Newmont Corp

Basic Materials
3.98K
New
$41.65 - $55.85 $166K - $222K
3.98K $212K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.13K
New
$46.9 - $51.96 $194K - $215K
4.13K $212K
RACE
Ferrari N.V.

Consumer Cyclical
453
New
$405.92 - $496.79 $184K - $225K
453 $212K
FICO
Fair Isaac Corp

Technology
108
New
$1496.51 - $1947.38 $162K - $210K
108 $210K
RBLX
Roblox Corp

Communication Services
4.7K
New
$36.18 - $47.64 $170K - $224K
4.7K $207K
MRVL
Marvell Technology, Inc.

Technology
2.86K
New
$56.15 - $76.24 $160K - $218K
2.86K $205K
GLW
Corning Inc

Technology
4.56K
New
$37.76 - $46.2 $172K - $210K
4.56K $205K
MAR
Marriott International Inc

Consumer Cyclical
820
New
$211.35 - $255.11 $173K - $209K
820 $203K
TFC
Truist Financial Corp

Financial Services
4.77K
New
$38.22 - $44.94 $182K - $214K
4.77K $203K
Activity Summary
Buys All Purchases 325 New Holdings 67 Increased Positions 258 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Simon Quick Advisors, LLC Portfolio

Follow Simon Quick Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simon Quick Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Simon Quick Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email