Simon Quick Advisors, LLC New Holdings in Q3 2025

Simon Quick Advisors, LLC

  • $2.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
50.5K
New
$70.85 - $76.96 $3.58M - $3.88M
50.5K $3.84M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
148K
New
$23.9 - $24.45 $3.54M - $3.62M
148K $3.6M
SPMD
Spdr Portfolio

ETFs
23.5K
New
$54.43 - $58.29 $1.28M - $1.37M
23.5K $1.34M
GNR
Spdr S&P Global Natural Resour

ETFs
16.5K
New
$54.23 - $59.34 $892K - $976K
16.5K $974K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
17K
New
$52.55 - $54.37 $892K - $923K
17K $918K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.3K
New
$72.65 - $78.68 $751K - $813K
10.3K $809K
QDEF
Flexshares Quality Div Defensi

ETFs
9.87K
New
$74.4 - $79.98 $734K - $789K
9.87K $789K
DFAT
Dimensional ETF Tr U S Target

ETFs
12.6K
New
$53.36 - $59.69 $671K - $750K
12.6K $731K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
29.7K
New
$24.08 - $24.5 $715K - $727K
29.7K $722K
RWR
Spdr Dow Jones Reit ETF

ETFs
6.94K
New
$95.17 - $101.62 $661K - $705K
6.94K $696K
IAU
Ishares Gold Trust

ETFs
7.5K
New
$61.62 - $72.77 $462K - $546K
7.5K $545K
IWP
Ishares Russell Mid Cap Growth

ETFs
3.51K
New
$137.51 - $145.26 $482K - $510K
3.51K $499K
AMD
Advanced Micro Devices Inc

Technology
2.58K
New
$134.8 - $184.42 $348K - $476K
2.58K $417K
GLW
Corning Inc

Technology
4.14K
New
$51.6 - $82.03 $214K - $340K
4.14K $339K
VSAT
Viasat Inc

Technology
10.8K
New
$14.47 - $32.92 $157K - $356K
10.8K $317K
CAT
Caterpillar Inc

Industrials
661
New
$390.92 - $477.15 $258K - $315K
661 $315K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.47K
New
$62.54 - $68.42 $279K - $306K
4.47K $301K
PGR
Progressive Corp

Financial Services
1.22K
New
$238.61 - $264.3 $291K - $322K
1.22K $300K
QCOM
Qualcomm Inc

Technology
1.81K
New
$145.84 - $173.55 $264K - $314K
1.81K $300K
PFE
Pfizer Inc

Healthcare
11.6K
New
$23.29 - $25.88 $269K - $299K
11.6K $294K
PTC
Ptc Inc.

Technology
1.45K
New
$173.07 - $216.53 $251K - $314K
1.45K $294K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
4.43K
New
$59.11 - $67.35 $262K - $298K
4.43K $293K
DASH
Door Dash, Inc.

Communication Services
1.04K
New
$234.5 - $272.5 $243K - $282K
1.04K $281K
TMUS
T Mobile Us, Inc.

Communication Services
1.13K
New
$226.02 - $259.01 $256K - $293K
1.13K $270K
SPOT
Spotify Technology S.A.

Communication Services
378
New
$620.01 - $738.53 $234K - $279K
378 $263K
SPGI
S&P Global Inc.

Financial Services
537
New
$484.94 - $564.15 $260K - $303K
537 $261K
CRM
Salesforce, Inc.

Technology
1.1K
New
$231.66 - $273.65 $255K - $301K
1.1K $260K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.36K
New
$38.58 - $58.24 $245K - $370K
6.36K $249K
CMI
Cummins Inc

Industrials
589
New
$327.85 - $426.39 $193K - $251K
589 $248K
RMD
Resmed Inc

Healthcare
882
New
$252.01 - $293.73 $222K - $259K
882 $241K
SLV
I Shares Silver Trust

ETFs
5.6K
New
$32.73 - $42.5 $183K - $238K
5.6K $237K
WDAY
Workday, Inc.

Technology
976
New
$213.69 - $247.69 $209K - $242K
976 $234K
RAVI
Flexshares Tr Ready Access Var

ETFs
3.07K
New
$75.24 - $75.63 $231K - $232K
3.07K $231K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
714
New
$301.44 - $365.84 $215K - $261K
714 $231K
SAP
Sap Se

Technology
855
New
$252.42 - $311.93 $216K - $267K
855 $228K
COP
Conocophillips

Energy
2.34K
New
$91.0 - $98.99 $213K - $232K
2.34K $221K
MO
Altria Group, Inc.

Consumer Defensive
3.32K
New
$57.75 - $67.68 $192K - $225K
3.32K $219K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.75K
New
$25.29 - $28.33 $196K - $220K
7.75K $216K
AXP
American Express CO

Financial Services
649
New
$294.27 - $342.31 $191K - $222K
649 $215K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
381
New
$534.91 - $598.71 $204K - $228K
381 $214K
PAVE
Global X Fds Us Infrastructure

ETFs
4.47K
New
$44.02 - $47.63 $197K - $213K
4.47K $212K
IXN
Ishares Global Information Tec

ETFs
2.04K
New
$91.28 - $103.32 $186K - $211K
2.04K $210K
TDG
Trans Digm Group Inc

Industrials
159
New
$1271.04 - $1620.83 $202K - $258K
159 $209K
HEWJ
Ishares Currency Hedged Msci J

ETFs
4.16K
New
$43.72 - $50.04 $182K - $208K
4.16K $204K
TJX
Tjx Companies Inc

Consumer Cyclical
1.4K
New
$121.35 - $144.54 $170K - $202K
1.4K $202K
IXC
Ishares Tr Global Energy ETF

ETFs
4.81K
New
$39.45 - $42.95 $190K - $207K
4.81K $200K
CASY
Caseys General Stores Inc

Consumer Cyclical
354
New
$494.52 - $565.32 $175K - $200K
354 $200K
NGL
Ngl Energy Partners LP

Energy
21.5K
New
$4.0 - $6.96 $86K - $150K
21.5K $129K
Vanguard Instl Index Fd
2.98K
New
N/A
2.98K $0
Activity Summary
Buys All Purchases 267 New Holdings 52 Increased Positions 215 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 1
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