Simon Quick Advisors, LLC New Holdings in Q2 2025

Simon Quick Advisors, LLC

  • $2.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFS
Provident Financial Services Inc

Financial Services
602K
New
$14.69 - $17.98 $8.84M - $10.8M
602K $10.5M
XLC
Select Sector Spdr Tr Communic

ETFs
91.5K
New
$86.13 - $108.53 $7.88M - $9.93M
91.5K $9.93M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
165K
New
$47.63 - $60.01 $7.84M - $9.88M
165K $9.79M
BBAX
J P Morgan Betabuilders Develo

ETFs
172K
New
$42.69 - $54.65 $7.35M - $9.42M
172K $9.39M
FLGB
Franklin Templeton ETF Tr

ETFs
273K
New
$25.34 - $31.3 $6.92M - $8.55M
273K $8.37M
VIS
Vanguard Industrial ETF

ETFs
28.9K
New
$220.04 - $280.07 $6.36M - $8.09M
28.9K $8.09M
FLJP
Franklin Templeton ETF Tr

ETFs
249K
New
$26.35 - $32.28 $6.57M - $8.05M
249K $8.02M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
167K
New
$45.2 - $46.6 $7.55M - $7.79M
167K $7.74M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
293K
New
$22.18 - $23.36 $6.51M - $6.85M
293K $6.57M
FLCA
Franklin Templeton ETF Tr

ETFs
121K
New
$33.9 - $41.83 $4.09M - $5.04M
121K $5.03M
VDC
Vanguard Consumer Staples ETF

ETFs
21.5K
New
$204.89 - $224.73 $4.41M - $4.84M
21.5K $4.71M
FITB
Fifth Third Bancorp

Financial Services
113K
New
$33.32 - $41.51 $3.75M - $4.67M
113K $4.63M
XLRE
Select Sector Spdr Tr Real Est

ETFs
88.8K
New
$37.08 - $42.26 $3.29M - $3.75M
88.8K $3.68M
VTWO
Vanguard Russell 2000 ETF

ETFs
32K
New
$70.56 - $87.22 $2.26M - $2.79M
32K $2.79M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
50.2K
New
$47.29 - $53.34 $2.37M - $2.68M
50.2K $2.64M
PFG
Principal Financial Group Inc

Financial Services
27.1K
New
$69.56 - $86.19 $1.89M - $2.34M
27.1K $2.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
29.1K
New
$55.54 - $69.09 $1.62M - $2.01M
29.1K $2.01M
VAW
Vanguard Materials ETF

ETFs
10.1K
New
$163.82 - $196.64 $1.66M - $1.99M
10.1K $1.97M
FDN
First Tr Fd Dow Jones

ETFs
7.16K
New
$200.29 - $269.33 $1.43M - $1.93M
7.16K $1.93M
FLLA
Franklin Templeton ETF Tr

ETFs
82K
New
$17.7 - $22.06 $1.45M - $1.81M
82K $1.78M
EWL
Ishares Inc Msci Switzerlnd

ETFs
30K
New
$47.04 - $56.27 $1.41M - $1.69M
30K $1.64M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
34K
New
$47.02 - $47.83 $1.6M - $1.63M
34K $1.63M
FIW
First Trust Water ETF

ETFs
14.8K
New
$90.26 - $108.05 $1.34M - $1.6M
14.8K $1.6M
IFRA
Ishares Tr

ETFs
32.6K
New
$40.97 - $49.19 $1.33M - $1.6M
32.6K $1.6M
SKYY
First Trust Cloud Computing Et

ETFs
12.8K
New
$89.46 - $121.64 $1.15M - $1.56M
12.8K $1.56M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
76.1K
New
$18.96 - $20.43 $1.44M - $1.56M
76.1K $1.56M
SPTL
Spdr Portfolio Long Term Treas

ETFs
53.5K
New
$25.48 - $27.78 $1.36M - $1.49M
53.5K $1.42M
LQD
Ishares Iboxx $ Investment Gra

ETFs
12.1K
New
$105.23 - $109.61 $1.27M - $1.32M
12.1K $1.32M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
28.1K
New
$35.3 - $37.51 $991K - $1.05M
28.1K $1.05M
HYD
Vaneck High Yield Muni ETF

ETFs
19.7K
New
$49.08 - $51.35 $967K - $1.01M
19.7K $989K
CCL
Carnival Corp

Consumer Cyclical
32.4K
New
$16.43 - $28.12 $532K - $911K
32.4K $910K
EL
Estee Lauder Companies Inc

Consumer Defensive
11.1K
New
$50.06 - $80.8 $556K - $898K
11.1K $898K
GUNR
Flexshares Tr Morningstar Glob

ETFs
22.4K
New
$33.77 - $41.16 $755K - $920K
22.4K $896K
JBHT
Hunt J B Transport Services Inc

Industrials
5.36K
New
$124.73 - $152.78 $669K - $819K
5.36K $769K
FIVE
Five Below, Inc

Consumer Cyclical
5.58K
New
$55.75 - $131.18 $311K - $732K
5.58K $731K
SMG
Scotts Miracle Gro CO

Basic Materials
9.72K
New
$48.21 - $66.48 $468K - $646K
9.72K $640K
KRC
Kilroy Realty Corp

Real Estate
18.7K
New
$28.32 - $35.95 $529K - $672K
18.7K $640K
AZTA
Azenta, Inc.

Healthcare
20.6K
New
$25.03 - $35.41 $516K - $731K
20.6K $635K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
56.6K
New
$10.78 - $11.28 $610K - $638K
56.6K $629K
IGF
Ishares Global Infrastructure

ETFs
10.6K
New
$50.55 - $59.83 $535K - $634K
10.6K $627K
TTEK
Tetra Tech Inc

Industrials
17.4K
New
$28.01 - $36.25 $488K - $631K
17.4K $626K
DDOG
Datadog, Inc.

Technology
4.61K
New
$87.0 - $134.33 $401K - $620K
4.61K $619K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
3.05K
New
$167.22 - $212.42 $509K - $647K
3.05K $602K
SWKS
Skyworks Solutions, Inc.

Technology
7.89K
New
$49.2 - $74.95 $388K - $591K
7.89K $588K
DLTR
Dollar Tree, Inc.

Consumer Defensive
5.93K
New
$67.22 - $100.51 $399K - $596K
5.93K $587K
LECO
Lincoln Electric Holdings Inc

Industrials
2.78K
New
$167.18 - $211.38 $464K - $587K
2.78K $575K
FLR
Fluor Corp

Industrials
11.2K
New
$30.86 - $51.42 $344K - $574K
11.2K $572K
IQDF
Flexshares International Quali

ETFs
21.1K
New
$22.1 - $27.31 $466K - $576K
21.1K $571K
EWD
Ishares Inc Msci Sweden ETF

ETFs
12K
New
$37.07 - $46.35 $444K - $555K
12K $547K
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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