Simon Quick Advisors, LLC Reduced Holdings in Q2 2025

Simon Quick Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-173K
- 82.8%
$94.31 - $157.99 $16.3M - $27.3M
35.9K $5.68M
MSFT
Microsoft Corp

Technology
-53K
- 56.81%
$354.56 - $497.45 $18.8M - $26.4M
40.3K $20M
AAPL
Apple Inc.

Technology
-103K
- 27.39%
$172.42 - $223.89 $17.7M - $23M
273K $55.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-66.1K
- 28.12%
$167.32 - $223.3 $11.1M - $14.8M
169K $37.1M
META
Meta Platforms, Inc.

Communication Services
-16.6K
- 47.15%
$484.66 - $738.09 $8.06M - $12.3M
18.7K $13.8M
GOOGL
Alphabet Inc.

Communication Services
-61.3K
- 77.3%
$144.7 - $178.6 $8.87M - $10.9M
18K $3.17M
AVGO
Broadcom Inc.

Technology
-33.7K
- 56.8%
$146.29 - $275.65 $4.93M - $9.29M
25.6K $7.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-16K
- 46.15%
$483.48 - $539.8 $7.73M - $8.63M
18.7K $9.07M
TSLA
Tesla, Inc.

Consumer Cyclical
-23.7K
- 72.08%
$221.86 - $362.89 $5.25M - $8.59M
9.17K $2.91M
JPM
Jpmorgan Chase & CO

Financial Services
-24.2K
- 45.86%
$210.28 - $289.91 $5.08M - $7M
28.5K $8.27M
NFLX
Netflix Inc

Communication Services
-3.69K
- 43.41%
$855.86 - $1339.13 $3.16M - $4.95M
4.82K $6.45M
COST
Costco Wholesale Corp

Consumer Defensive
-4.61K
- 81.97%
$908.13 - $1056.85 $4.18M - $4.87M
1.01K $1M
LLY
Eli Lilly & CO

Healthcare
-5.84K
- 58.33%
$713.71 - $898.95 $4.17M - $5.25M
4.18K $3.25M
GOOG
Alphabet Inc.

Communication Services
-24.9K
- 44.7%
$146.58 - $180.01 $3.65M - $4.48M
30.8K $5.46M
MA
Mastercard Inc

Financial Services
-6.68K
- 73.11%
$479.92 - $590.74 $3.2M - $3.94M
2.46K $1.38M
ABBV
Abb Vie Inc.

Healthcare
-19.4K
- 74.79%
$170.16 - $206.27 $3.3M - $4M
6.53K $1.21M
ABT
Abbott Laboratories

Healthcare
-24K
- 83.69%
$123.95 - $138.08 $2.97M - $3.31M
4.68K $635K
WMT
Walmart Inc.

Consumer Defensive
-32.3K
- 41.99%
$81.79 - $99.98 $2.64M - $3.23M
44.6K $4.37M
IVV
Ishares Core S&P 500 ETF

ETFs
-5.07K
- 4.29%
$498.8 - $620.9 $2.53M - $3.15M
113K $70.2M
XOM
Exxon Mobil Corp

Energy
-26.8K
- 28.27%
$99.93 - $119.04 $2.67M - $3.18M
67.9K $7.32M
INTU
Intuit Inc

Technology
-3.4K
- 86.61%
$544.07 - $787.63 $1.85M - $2.68M
526 $414K
MS
Morgan Stanley

Financial Services
-18.4K
- 32.62%
$99.83 - $140.86 $1.84M - $2.59M
38K $5.36M
JNJ
Johnson & Johnson

Healthcare
-16.9K
- 57.42%
$146.36 - $159.82 $2.48M - $2.71M
12.6K $1.92M
PG
Procter & Gamble CO

Consumer Defensive
-16K
- 47.03%
$157.66 - $172.39 $2.53M - $2.76M
18K $2.87M
PM
Philip Morris International Inc.

Consumer Defensive
-13.6K
- 74.51%
$149.23 - $184.95 $2.03M - $2.52M
4.65K $847K
PLTR
Palantir Technologies Inc.

Technology
-18.1K
- 91.74%
$74.01 - $144.25 $1.34M - $2.61M
1.63K $221K
HD
Home Depot, Inc.

Consumer Cyclical
-6.62K
- 45.45%
$335.24 - $380.78 $2.22M - $2.52M
7.95K $2.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.82K
- 2.69%
$456.74 - $568.03 $1.74M - $2.17M
138K $78.5M
GS
Goldman Sachs Group Inc

Financial Services
-3.03K
- 83.59%
$462.22 - $707.75 $1.4M - $2.15M
595 $421K
BAC
Bank Of America Corp

Financial Services
-45.2K
- 7.26%
$34.39 - $47.46 $1.56M - $2.15M
578K $27.3M
ORCL
Oracle Corp

Technology
-9.75K
- 87.16%
$122.82 - $218.63 $1.2M - $2.13M
1.44K $314K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-8.97K
- 82.94%
$141.37 - $228.57 $1.27M - $2.05M
1.85K $417K
KO
Coca Cola CO

Consumer Defensive
-25.6K
- 83.98%
$68.37 - $73.9 $1.75M - $1.9M
4.89K $346K
GE
General Electric CO

Industrials
-6.97K
- 72.66%
$166.81 - $257.39 $1.16M - $1.8M
2.62K $675K
IGM
Ishares Expanded Tech Sector E

ETFs
-15.7K
- 84.5%
$79.8 - $112.34 $1.25M - $1.76M
2.88K $323K
CSCO
Cisco Systems, Inc.

Technology
-25.4K
- 68.96%
$53.19 - $69.38 $1.35M - $1.76M
11.4K $793K
T
At&T Inc.

Communication Services
-59.9K
- 29.63%
$26.33 - $28.94 $1.58M - $1.73M
142K $4.12M
RTX
Raytheon Technologies Corp

Industrials
-11.2K
- 56.81%
$113.75 - $148.48 $1.27M - $1.66M
8.51K $1.24M
IBM
International Business Machines Corp

Technology
-5.3K
- 22.15%
$221.03 - $294.78 $1.17M - $1.56M
18.6K $5.49M
MCD
Mcdonalds Corp

Consumer Cyclical
-5.24K
- 33.56%
$285.55 - $321.23 $1.5M - $1.68M
10.4K $3.03M
VTI
Vanguard Total Stock Market Et

ETFs
-4.99K
- 6.85%
$243.75 - $303.93 $1.22M - $1.52M
67.9K $20.6M
ADBE
Adobe Inc.

Technology
-3.86K
- 19.54%
$340.0 - $420.68 $1.31M - $1.62M
15.9K $6.15M
ASML
Asml Holding Nv

Technology
-1.84K
- 83.55%
$595.37 - $815.24 $1.09M - $1.5M
362 $290K
UBER
Uber Technologies, Inc

Technology
-15.4K
- 54.5%
$64.62 - $93.3 $996K - $1.44M
12.9K $1.2M
DIS
Walt Disney CO

Communication Services
-11.3K
- 69.19%
$81.72 - $124.01 $920K - $1.4M
5.01K $621K
ETN
Eaton Corp PLC

Industrials
-3.82K
- 24.54%
$246.52 - $356.99 $941K - $1.36M
11.7K $4.19M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-235
- 47.86%
$4164.15 - $5789.24 $979K - $1.36M
256 $1.48M
ACN
Accenture PLC

Technology
-4.52K
- 64.24%
$279.23 - $323.21 $1.26M - $1.46M
2.51K $751K
CVX
Chevron Corp

Energy
-9.02K
- 35.61%
$133.73 - $168.51 $1.21M - $1.52M
16.3K $2.34M
Activity Summary
Buys All Purchases 2 New Holdings 0 Increased Positions 2 Sells All Sells 235 Reductions 235 Sold out 0 Options Calls 0 Puts 0
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