Simon Quick Advisors, LLC Sells in Q3 2025

Simon Quick Advisors, LLC

  • $2.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CCJ
Cameco Corp

Energy
-141
- 4.24%
$70.47 - $86.89 $9.94K - $12.3K
3.18K $266K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-1
- 0.01%
$54.85 - $58.99 $54.9 - $59
11.9K $677K
KLAC
Kla Corp

Technology
-17
- 6.54%
$843.9 - $1078.6 $14.3K - $18.3K
243 $262K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-20
- 1.84%
$362.31 - $405.74 $7.25K - $8.11K
1.07K $428K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-52
- 0.25%
$28.15 - $30.13 $1.46K - $1.57K
20.7K $613K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2
- 0.16%
$567.09 - $607.37 $1.13K - $1.21K
1.21K $722K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.12K
- 4.17%
$39.8 - $42.86 $124K - $134K
71.8K $3.07M
MS
Morgan Stanley

Financial Services
-4.08K
- 10.73%
$139.09 - $161.16 $568K - $658K
34K $5.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
-263
- 4.52%
$276.51 - $305.12 $72.7K - $80.2K
5.55K $1.65M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-160
- 1.51%
$122.57 - $132.57 $19.6K - $21.2K
10.4K $1.35M
ZG
Zillow Group, Inc.

Communication Services
-38
- 0.34%
$68.95 - $86.76 $2.62K - $3.3K
11.3K $841K
EA
Electronic Arts Inc.

Communication Services
-141
- 6.15%
$147.79 - $202.05 $20.8K - $28.5K
2.15K $434K
VLUE
Ishares Msci Usa Value Factor

ETFs
-787
- 4.77%
$111.55 - $125.05 $87.8K - $98.4K
15.7K $1.96M
VBR
Vanguard Small Cap Value ETF

ETFs
-9
- 0.12%
$195.41 - $212.37 $1.76K - $1.91K
7.3K $1.52M
OHI
Omega Healthcare Investors Inc

Real Estate
-50
- 0.25%
$36.29 - $43.34 $1.81K - $2.17K
20.1K $848K
FLLA
Franklin Templeton ETF Tr

ETFs
-1.16K
- 1.42%
$20.54 - $23.6 $23.9K - $27.5K
80.8K $1.89M
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.01%
$291.67 - $316.99 $292 - $317
10.4K $3.15M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-517
- 2.4%
$79.39 - $90.39 $41K - $46.7K
21K $1.86M
VONG
Vanguard Russell 1000 Growth E

ETFs
-836
- 3.8%
$108.08 - $121.73 $90.4K - $102K
21.2K $2.55M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-96
- 0.32%
$132.9 - $142.03 $12.8K - $13.6K
29.4K $4.15M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.29K
- 1.45%
$92.26 - $97.51 $119K - $126K
87.8K $8.48M
TFC
Truist Financial Corp

Financial Services
-143
- 0.13%
$42.83 - $47.07 $6.12K - $6.73K
108K $4.92M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-1.9K
- 1.16%
$57.5 - $61.94 $109K - $118K
163K $10.1M
IWV
Ishares Russell 3000 ETF

ETFs
-185
- 1.39%
$351.04 - $379.81 $64.9K - $70.3K
13.2K $4.99M
VXF
Vanguard Extended Market ETF

ETFs
-5
- 0.03%
$193.58 - $213.07 $968 - $1.07K
18.6K $3.9M
MDT
Medtronic PLC

Healthcare
-673
- 1.38%
$87.67 - $95.74 $59K - $64.4K
48.3K $4.6M
FITB
Fifth Third Bancorp

Financial Services
-968
- 0.88%
$40.91 - $46.28 $39.6K - $44.8K
109K $4.87M
FLGB
Franklin Templeton ETF Tr

ETFs
-1.79K
- 0.65%
$30.37 - $32.35 $54.3K - $57.8K
271K $8.77M
IWD
Ishares Russell 1000 Val ETF

ETFs
-4.63K
- 2.37%
$192.76 - $203.86 $892K - $943K
191K $38.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
-494
- 0.55%
$108.97 - $121.65 $53.8K - $60.1K
89.4K $10.8M
C
Citigroup Inc

Financial Services
-1.26K
- 1.9%
$85.57 - $103.49 $108K - $131K
65.1K $6.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-18.4K
- 1.17%
$52.12 - $55.33 $960K - $1.02M
1.55M $86M
AAPL
Apple Inc.

Technology
-2.87K
- 1.05%
$202.38 - $256.87 $580K - $737K
270K $68.7M
Activity Summary
Buys All Purchases 267 New Holdings 52 Increased Positions 215 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 1
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