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
WDC
Western Digital Corp

Technology
8.34K
New
$30.54 - $63.99 $255K - $534K
8.34K $533K
HAS
Hasbro, Inc.

Consumer Cyclical
7.1K
New
$50.71 - $73.82 $360K - $524K
7.1K $523K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
7.93K
New
$52.84 - $65.52 $419K - $519K
7.93K $519K
UAL
United Airlines Holdings, Inc.

Industrials
6.52K
New
$56.15 - $84.23 $366K - $550K
6.52K $519K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.7K
New
$86.93 - $109.64 $409K - $515K
4.7K $515K
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.79K
New
$83.97 - $92.85 $487K - $538K
5.79K $511K
DBX
Dropbox, Inc.

Technology
17.9K
New
$25.42 - $29.7 $455K - $531K
17.9K $511K
SYF
Synchrony Financial

Financial Services
7.49K
New
$43.81 - $66.74 $328K - $500K
7.49K $500K
OZK
Bank Ozk

Financial Services
10.6K
New
$37.58 - $47.34 $398K - $502K
10.6K $498K
TNL
Travel & Leisure Co.

Consumer Cyclical
9.61K
New
$38.78 - $51.89 $373K - $499K
9.61K $496K
HOOD
Robinhood Markets, Inc.

Technology
5.01K
New
$34.17 - $93.63 $171K - $469K
5.01K $468K
EGP
Eastgroup Properties Inc

Real Estate
2.79K
New
$145.28 - $176.09 $406K - $492K
2.79K $466K
HUM
Humana Inc

Healthcare
1.9K
New
$224.93 - $295.04 $427K - $560K
1.9K $464K
TER
Teradyne, Inc

Technology
4.92K
New
$67.96 - $91.05 $334K - $448K
4.92K $442K
TXG
10x Genomics, Inc.

Healthcare
36.9K
New
$7.14 - $11.73 $264K - $433K
36.9K $427K
CPT
Camden Property Trust

Real Estate
3.77K
New
$106.53 - $122.8 $402K - $463K
3.77K $425K
MDB
Mongo Db, Inc.

Technology
2.02K
New
$145.85 - $225.38 $294K - $454K
2.02K $423K
NRG
Nrg Energy, Inc.

Utilities
2.57K
New
$83.61 - $162.67 $215K - $419K
2.57K $413K
ILMN
Illumina, Inc.

Healthcare
4.25K
New
$70.3 - $95.41 $299K - $405K
4.25K $405K
STT
State Street Corp

Financial Services
3.76K
New
$75.33 - $106.34 $283K - $400K
3.76K $400K
DG
Dollar General Corp

Consumer Defensive
3.46K
New
$86.02 - $114.95 $298K - $398K
3.46K $395K
A
Agilent Technologies, Inc.

Healthcare
3.26K
New
$99.29 - $120.52 $323K - $393K
3.26K $384K
PODD
Insulet Corp

Healthcare
1.22K
New
$238.57 - $327.47 $292K - $401K
1.22K $384K
AMED
Amedisys Inc

Healthcare
3.9K
New
$91.31 - $98.39 $356K - $383K
3.9K $383K
MASI
Masimo Corp

Healthcare
2.27K
New
$144.4 - $171.97 $327K - $390K
2.27K $381K
EW
Edwards Lifesciences Corp

Healthcare
4.83K
New
$67.07 - $78.22 $324K - $377K
4.83K $377K
GGG
Graco Inc

Industrials
4.38K
New
$74.02 - $87.26 $324K - $382K
4.38K $376K
JBL
Jabil Inc

Technology
1.71K
New
$116.88 - $218.1 $200K - $374K
1.71K $373K
KEYS
Keysight Technologies, Inc.

Technology
2.28K
New
$127.02 - $165.4 $289K - $377K
2.28K $373K
GPS
Gap Inc

Consumer Cyclical
18.3K
New
N/A
18.3K $369K
BHP
Bhp Group LTD

Basic Materials
7.63K
New
$40.22 - $50.88 $307K - $388K
7.63K $366K
IBDV
Ishares Tr

Technology
16.6K
New
$21.28 - $21.98 $354K - $365K
16.6K $365K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
17.4K
New
$20.23 - $21.04 $352K - $366K
17.4K $365K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
15.6K
New
$22.7 - $23.33 $354K - $364K
15.6K $364K
NEM
Newmont Corp

Basic Materials
6.24K
New
$44.18 - $59.46 $276K - $371K
6.24K $363K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
14.3K
New
$24.94 - $25.42 $357K - $363K
14.3K $363K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
14.9K
New
$23.96 - $24.27 $358K - $363K
14.9K $362K
AXON
Axon Enterprise, Inc.

Industrials
438
New
$497.13 - $827.94 $218K - $363K
438 $362K
CHT
Chunghwa Telecom CO LTD

Communication Services
7.74K
New
$37.72 - $46.87 $292K - $363K
7.74K $360K
CF
Cf Industries Holdings, Inc.

Basic Materials
3.86K
New
$68.47 - $102.48 $264K - $395K
3.86K $355K
SPYG
Spdr Portfolio

ETFs
3.67K
New
$71.83 - $95.32 $263K - $350K
3.67K $349K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
3.59K
New
$84.41 - $106.28 $303K - $381K
3.59K $340K
AN
Autonation, Inc.

Consumer Cyclical
1.71K
New
$155.71 - $201.03 $267K - $344K
1.71K $340K
IX
Orix Corp

Financial Services
15K
New
$18.25 - $22.52 $274K - $338K
15K $337K
ZION
Zions Bancorporation, National Association

Financial Services
6.4K
New
$41.39 - $51.94 $265K - $333K
6.4K $332K
SNOW
Snowflake Inc.

Technology
1.47K
New
$130.53 - $223.77 $191K - $328K
1.47K $327K
HES
Hess Corp

Energy
2.36K
New
$126.32 - $161.29 $298K - $381K
2.36K $327K
CNXC
Concentrix Corp

Technology
6.16K
New
$45.73 - $57.88 $282K - $357K
6.16K $325K
CNC
Centene Corp

Healthcare
5.99K
New
$53.4 - $64.29 $320K - $385K
5.99K $325K
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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