Simon Quick Advisors, LLC Reduced Holdings in Q4 2024

Simon Quick Advisors, LLC

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-27.2K
- 1.41%
$51.09 - $55.27 $1.39M - $1.5M
1.9M $97.1M
VEA
Vanguard Ftse Developed Market

ETFs
-6.29K
- 1.57%
$47.57 - $52.44 $299K - $330K
394K $18.8M
IEFA
Ishares Tr

ETFs
-7.17K
- 6.14%
$70.06 - $77.43 $502K - $555K
110K $7.7M
VT
Vanguard Total World Stk Index

ETFs
-3.7K
- 1.03%
$117.09 - $123.07 $433K - $455K
354K $41.6M
HUBB
Hubbell Inc

Industrials
-2.25K
- 8.68%
$418.89 - $472.12 $941K - $1.06M
23.7K $9.91M
IWD
Ishares Russell 1000 Val ETF

ETFs
-840
- 0.44%
$183.23 - $199.79 $154K - $168K
190K $35.2M
ADBE
Adobe Inc.

Technology
-373
- 3.34%
$437.39 - $552.96 $163K - $206K
10.8K $4.8M
IEMG
Ishares Inc

ETFs
-16K
- 17.52%
N/A
75.4K $4.04M
IVE
Ishares S&P 500 Value ETF

ETFs
-3.1K
- 22.54%
$189.5 - $206.17 $587K - $638K
10.6K $2.03M
BALL
Ball Corp

Consumer Cyclical
-3.31K
- 8.78%
$54.84 - $67.94 $182K - $225K
34.4K $1.89M
UBER
Uber Technologies, Inc

Technology
-5.46K
- 25.23%
$59.93 - $86.34 $327K - $471K
16.2K $976K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-9.99K
- 11.56%
$34.13 - $37.35 $341K - $373K
76.4K $2.61M
VLUE
Ishares Msci Usa Value Factor

ETFs
-4.99K
- 21.39%
$104.01 - $115.38 $519K - $576K
18.4K $1.94M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-10.1K
- 14.37%
$38.37 - $42.82 $389K - $434K
60.4K $2.32M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-4.1K
- 7.36%
$52.1 - $57.26 $213K - $235K
51.5K $2.69M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-16.7K
- 2.96%
$124.26 - $134.12 $2.07M - $2.24M
547K $70.4M
UNH
Unitedhealth Group Inc

Healthcare
-33
- 0.64%
$485.52 - $625.25 $16K - $20.6K
5.1K $2.58M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-935
- 3.15%
$131.66 - $144.0 $123K - $135K
28.7K $3.8M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-3.93K
- 27.25%
$104.52 - $115.08 $411K - $452K
10.5K $1.11M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.63K
- 11.45%
$278.19 - $315.36 $452K - $513K
12.6K $3.62M
AMD
Advanced Micro Devices Inc

Technology
-888
- 13.11%
$118.88 - $172.8 $106K - $153K
5.89K $710K
CDW
Cdw Corp

Technology
-629
- 11.39%
$171.49 - $225.64 $108K - $142K
4.89K $851K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-3.48K
- 13.26%
$60.13 - $67.31 $209K - $234K
22.7K $1.38M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-39
- 3.69%
$701.85 - $1046.91 $27.4K - $40.8K
1.02K $725K
VZ
Verizon Communications Inc

Communication Services
-5.17K
- 17.54%
$39.6 - $45.21 $205K - $234K
24.3K $972K
JNJ
Johnson & Johnson

Healthcare
-222
- 1.26%
$143.34 - $165.86 $31.8K - $36.8K
17.4K $2.51M
PEP
Pepsico Inc

Consumer Defensive
-1.11K
- 15.58%
$151.29 - $176.1 $168K - $195K
6K $912K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.4K
- 13.25%
$84.34 - $95.14 $287K - $324K
22.3K $1.94M
DHR
Danaher Corp

Healthcare
-191
- 4.19%
$226.16 - $274.52 $43.2K - $52.4K
4.37K $1M
ACWI
Ishares Msci Acwi ETF

ETFs
-1.96K
- 15.34%
$117.05 - $123.03 $229K - $241K
10.8K $1.27M
AMGN
Amgen Inc

Healthcare
-152
- 4.83%
$258.78 - $328.31 $39.3K - $49.9K
3K $780K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.04K
- 12.16%
$197.36 - $217.3 $204K - $225K
7.48K $1.48M
EEM
Ishares Msci Emerging Markets

ETFs
-2.81K
- 10.35%
$41.82 - $47.36 $117K - $133K
24.3K $1.02M
SNPS
Synopsys Inc

Technology
-420
- 39.74%
$485.36 - $588.0 $204K - $247K
637 $309K
KO
Coca Cola CO

Consumer Defensive
-611
- 3.13%
$61.74 - $71.71 $37.7K - $43.8K
18.9K $1.18M
NVO
Novo Nordisk A S

Healthcare
-22
- 0.33%
$85.0 - $120.04 $1.87K - $2.64K
6.68K $574K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.28K
- 7.3%
$96.64 - $101.23 $124K - $130K
16.3K $1.58M
CL
Colgate Palmolive CO

Consumer Defensive
-1.04K
- 12.86%
$90.22 - $102.31 $94.2K - $107K
7.07K $642K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.16K
- 1.55%
$61.68 - $67.87 $195K - $214K
200K $12.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.03K
- 2.11%
$49.79 - $51.14 $101K - $104K
94K $4.71M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.93K
- 7.0%
$77.86 - $79.27 $151K - $153K
25.7K $2M
AMAT
Applied Materials Inc

Technology
-134
- 3.13%
$161.44 - $213.89 $21.6K - $28.7K
4.15K $674K
CDAY
Ceridian Hcm Holding Inc.

Technology
-2.9K
- 21.64%
N/A
10.5K $678K
LYV
Live Nation Entertainment, Inc.

Communication Services
-3.11K
- 27.18%
$109.06 - $140.54 $339K - $437K
8.34K $1.08M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-256
- 1.34%
$75.1 - $82.99 $19.2K - $21.2K
18.8K $1.42M
CI
Cigna Corp

Healthcare
-159
- 9.48%
$265.59 - $358.58 $42.2K - $57K
1.52K $419K
AMT
American Tower Corp

Real Estate
-370
- 20.29%
$179.4 - $232.01 $66.4K - $85.8K
1.45K $266K
AOS
Smith A O Corp

Industrials
-341
- 6.15%
$68.02 - $88.94 $23.2K - $30.3K
5.21K $355K
PWR
Quanta Services, Inc.

Industrials
-556
- 23.25%
$296.05 - $346.6 $165K - $193K
1.84K $579K
Activity Summary
Buys All Purchases 357 New Holdings 71 Increased Positions 286 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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