Simon Quick Advisors, LLC Purchases in Q3 2025

Simon Quick Advisors, LLC

  • $2.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.73K
+ 27.58%
$78.96 - $80.04 $689K - $698K
40.4K $3.23M
META
Meta Platforms, Inc.

Communication Services
1.06K
+ 5.66%
$695.21 - $791.73 $734K - $836K
19.7K $14.5M
RWR
Spdr Dow Jones Reit ETF

ETFs
6.94K
New
$95.17 - $101.62 $661K - $705K
6.94K $696K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.43K
+ 0.81%
$62.09 - $66.51 $88.5K - $94.8K
177K $11.5M
NFRA
Flexshares Stoxx Global Broad

ETFs
10.5K
New
$60.61 - $63.45 $636K - $666K
10.5K $660K
GUNR
Flexshares Tr Morningstar Glob

ETFs
13K
+ 58.15%
$40.15 - $43.86 $522K - $570K
35.3K $1.55M
XEL
Xcel Energy Inc

Utilities
781
+ 1.77%
$67.56 - $80.65 $52.8K - $63K
44.8K $3.62M
FLJP
Franklin Templeton ETF Tr

ETFs
435
+ 0.17%
$30.82 - $35.17 $13.4K - $15.3K
250K $8.63M
JNJ
Johnson & Johnson

Healthcare
1.06K
+ 8.46%
$155.17 - $185.42 $165K - $197K
13.6K $2.52M
XLE
Energy Sector Spdr

ETFs
2.24K
+ 2.58%
$84.25 - $91.99 $188K - $206K
88.8K $7.94M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.7K
+ 180.86%
$108.46 - $120.63 $509K - $566K
7.29K $866K
IAU
Ishares Gold Trust

ETFs
7.5K
New
$61.62 - $72.77 $462K - $546K
7.5K $545K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.29K
+ 7.88%
$100.37 - $100.74 $531K - $533K
72.4K $7.29M
HUBB
Hubbell Inc

Industrials
32
+ 0.14%
$410.51 - $450.93 $13.1K - $14.4K
23.6K $10.1M
CVX
Chevron Corp

Energy
2.02K
+ 12.4%
$145.57 - $161.83 $294K - $327K
18.3K $2.85M
PLTR
Palantir Technologies Inc.

Technology
2.39K
+ 146.83%
$130.68 - $186.97 $312K - $447K
4.02K $732K
ARCC
Ares Capital Corp

Financial Services
26.2K
+ 151.36%
$20.41 - $23.25 $535K - $609K
43.5K $888K
IWP
Ishares Russell Mid Cap Growth

ETFs
3.51K
New
$137.51 - $145.26 $482K - $510K
3.51K $499K
ORCL
Oracle Corp

Technology
1.45K
+ 100.84%
$218.96 - $328.33 $317K - $476K
2.89K $811K
WMT
Walmart Inc.

Consumer Defensive
2.28K
+ 5.1%
$94.4 - $104.27 $215K - $237K
46.9K $4.84M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
220
+ 1.91%
$284.45 - $324.95 $62.6K - $71.5K
11.7K $3.76M
XOM
Exxon Mobil Corp

Energy
1.14K
+ 1.67%
$105.83 - $117.22 $120K - $133K
69K $7.78M
FLCA
Franklin Templeton ETF Tr

ETFs
320
+ 0.27%
$41.39 - $45.67 $13.2K - $14.6K
121K $5.49M
XLV
Select Sector Spdr Fund Health

ETFs
659
+ 0.8%
$129.01 - $139.72 $85K - $92.1K
82.9K $11.5M
HD
Home Depot, Inc.

Consumer Cyclical
330
+ 4.15%
$357.4 - $423.42 $118K - $140K
8.28K $3.35M
ABBV
Abb Vie Inc.

Healthcare
594
+ 9.09%
$184.85 - $231.54 $110K - $138K
7.13K $1.65M
EMR
Emerson Electric CO

Industrials
3.68K
+ 12.52%
$128.6 - $149.63 $474K - $551K
33.1K $4.34M
AMD
Advanced Micro Devices Inc

Technology
2.58K
New
$134.8 - $184.42 $348K - $476K
2.58K $417K
VTWO
Vanguard Russell 2000 ETF

ETFs
749
+ 2.34%
$86.92 - $99.32 $65.1K - $74.4K
32.7K $3.2M
LLY
Eli Lilly & CO

Healthcare
621
+ 14.87%
$625.65 - $812.69 $389K - $505K
4.8K $3.66M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.32K
+ 3.78%
$45.72 - $47.27 $289K - $299K
173K $8.14M
BBAX
J P Morgan Betabuilders Develo

ETFs
1.26K
+ 0.73%
$53.96 - $58.06 $68K - $73.2K
174K $9.78M
XLK
Technology Sector Spdr

ETFs
767
+ 13.1%
$250.97 - $282.66 $192K - $217K
6.62K $1.87M
WELL
Welltower Inc.

Real Estate
79
+ 0.52%
$150.71 - $178.14 $11.9K - $14.1K
15.2K $2.7M
GE
General Electric CO

Industrials
764
+ 29.12%
$244.75 - $305.63 $187K - $234K
3.39K $1.02M
BXSL
Blackstone Secured Lending Fund

Financial Services
15.4K
+ 123.38%
$26.07 - $32.55 $400K - $500K
27.8K $724K
GLW
Corning Inc

Technology
4.14K
New
$51.6 - $82.03 $214K - $340K
4.14K $339K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12.4K
+ 4.85%
$22.64 - $23.22 $281K - $288K
268K $6.2M
VSAT
Viasat Inc

Technology
10.8K
New
$14.47 - $32.92 $157K - $356K
10.8K $317K
CAT
Caterpillar Inc

Industrials
661
New
$390.92 - $477.15 $258K - $315K
661 $315K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.47K
New
$62.54 - $68.42 $279K - $306K
4.47K $301K
QCOM
Qualcomm Inc

Technology
1.81K
New
$145.84 - $173.55 $264K - $314K
1.81K $300K
PGR
Progressive Corp

Financial Services
1.22K
New
$238.61 - $264.3 $291K - $322K
1.22K $300K
PFE
Pfizer Inc

Healthcare
11.6K
New
$23.29 - $25.88 $269K - $299K
11.6K $294K
PTC
Ptc Inc.

Technology
1.45K
New
$173.07 - $216.53 $251K - $314K
1.45K $294K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
585
+ 20.1%
$103.83 - $179.9 $60.7K - $105K
3.5K $624K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
4.43K
New
$59.11 - $67.35 $262K - $298K
4.43K $293K
DASH
Door Dash, Inc.

Communication Services
1.04K
New
$234.5 - $272.5 $243K - $282K
1.04K $281K
MLM
Martin Marietta Materials Inc

Basic Materials
3
+ 0.09%
$546.36 - $631.12 $1.64K - $1.89K
3.38K $2.13M
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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