Simon Quick Advisors, LLC Reduced Holdings in Q1 2025

Simon Quick Advisors, LLC

  • $1.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TDY
Teledyne Technologies Inc

Technology
-157
- 16.53%
$455.51 - $518.84 $71.5K - $81.5K
793 $394K
ACWI
Ishares Msci Acwi ETF

ETFs
-265
- 2.45%
$115.16 - $124.13 $30.5K - $32.9K
10.5K $1.22M
DGRO
Ishares Core Dividend Growth E

ETFs
-665
- 16.16%
$60.46 - $64.42 $40.2K - $42.8K
3.45K $211K
VIG
Vanguard Dividend Appreciation

ETFs
-219
- 1.3%
N/A
16.7K $3.04M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-221
- 1.06%
$25.58 - $29.24 $5.65K - $6.46K
20.7K $541K
XLI
Industrial Sector Spdr

ETFs
-241
- 8.3%
$128.78 - $141.67 $31K - $34.1K
2.66K $346K
HDB
Hdfc Bank LTD

Financial Services
-687
- 18.36%
$58.06 - $66.85 $39.9K - $45.9K
3.05K $202K
DOW
Dow Inc.

Basic Materials
-71
- 1.11%
$34.36 - $41.92 $2.44K - $2.98K
6.35K $221K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.5K
- 1.92%
$27.01 - $28.54 $67.5K - $71.3K
128K $3.53M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-228
- 0.79%
$126.11 - $135.06 $28.8K - $30.8K
28.7K $3.66M
SCI
Service Corp International

Consumer Cyclical
-380
- 3.35%
$75.99 - $84.16 $28.9K - $32K
11K $878K
XLP
Consumer Staples Sector Spdr

ETFs
-350
- 8.19%
N/A
3.92K $298K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-423
- 3.43%
$47.4 - $50.24 $20.1K - $21.3K
11.9K $580K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-100
- 1.27%
$78.0 - $84.37 $7.8K - $8.44K
7.76K $614K
OXY
Occidental Petroleum Corp

Energy
-442
- 8.84%
$45.45 - $52.7 $20.1K - $23.3K
4.56K $224K
PLUG
Plug Power Inc

Industrials
-280
- 1.51%
$1.34 - $3.15 $375 - $882
18.2K $24K
UMC
United Microelectronics Corp

Technology
-3.1K
- 17.09%
$5.69 - $7.15 $17.6K - $22.1K
15K $107K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-420
- 0.51%
$14.46 - $15.96 $6.07K - $6.7K
81.6K $1.24M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.74K
- 2.88%
$37.07 - $40.63 $64.5K - $70.7K
58.7K $2.32M
Liberty Media Corp Del
-29
- 0.47%
N/A
6.16K $0
Viking Holdings LTD
-45
- 0.26%
N/A
17.4K $0
BDX
Becton Dickinson & CO

Healthcare
-37
- 0.76%
$222.79 - $249.08 $8.24K - $9.22K
4.85K $1.11M
UL
Unilever PLC

Consumer Defensive
-307
- 3.58%
$54.72 - $60.29 $16.8K - $18.5K
8.26K $491K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.12K
- 4.93%
$59.28 - $66.1 $66.4K - $74K
21.6K $1.39M
XLU
Utilities Sector Spdr

ETFs
-9
- 0.21%
$74.7 - $80.27 $672 - $722
4.19K $326K
FNDF
Schwab Fundamental Intl Large

ETFs
-209
- 3.37%
$32.9 - $37.45 $6.88K - $7.83K
6K $218K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-109
- 0.94%
$33.57 - $37.22 $3.66K - $4.06K
11.5K $417K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-315
- 1.1%
$128.74 - $138.67 $40.6K - $43.7K
28.4K $3.82M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.82K
- 2.51%
$42.5 - $46.71 $162K - $178K
148K $6.73M
DVY
Ishares Tr

ETFs
-46
- 0.19%
$128.58 - $138.1 $5.91K - $6.35K
23.8K $3.16M
RSG
Republic Services, Inc.

Industrials
-67
- 5.67%
$200.09 - $242.16 $13.4K - $16.2K
1.11K $269K
TIP
Ishares Tr Tips Bd ETF

ETFs
-105
- 0.97%
$106.22 - $111.09 $11.2K - $11.7K
10.7K $1.18M
EEM
Ishares Msci Emerging Markets

ETFs
-141
- 0.58%
$40.81 - $45.34 $5.75K - $6.39K
24.2K $1.06M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-411
- 1.04%
$18.36 - $20.51 $7.55K - $8.43K
39.2K $781K
MCHI
Ishares Msci China ETF

ETFs
-103
- 1.02%
$43.71 - $58.65 $4.5K - $6.04K
10K $545K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1.94K
- 3.75%
$51.39 - $57.43 $99.4K - $111K
49.6K $2.77M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-19
- 0.1%
$74.85 - $84.89 $1.42K - $1.61K
18.8K $1.55M
BRO
Brown & Brown, Inc.

Financial Services
-779
- 6.87%
$100.54 - $124.4 $78.3K - $96.9K
10.6K $1.31M
IWD
Ishares Russell 1000 Val ETF

ETFs
-236
- 0.12%
$182.82 - $196.21 $43.1K - $46.3K
190K $35.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-17
- 0.02%
$33.84 - $37.77 $575 - $642
76.4K $2.81M
VEU
Vanguard Ftse All World Ex Us

ETFs
-581
- 0.7%
$56.51 - $62.98 $32.8K - $36.6K
82.1K $5.01M
IEFA
Ishares Tr

ETFs
-4.37K
- 3.98%
$69.57 - $78.65 $304K - $343K
105K $8.04M
Activity Summary
Buys All Purchases 498 New Holdings 138 Increased Positions 360 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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