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
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.55K
+ 3.74%
$60.01 - $65.01 $93.1K - $101K
43.1K $2.8M
UNH
Unitedhealth Group Inc

Healthcare
90
+ 1.25%
$237.77 - $353.61 $21.4K - $31.8K
7.28K $2.51M
TMUS
T Mobile Us, Inc.

Communication Services
1.13K
New
$226.02 - $259.01 $256K - $293K
1.13K $270K
UBER
Uber Technologies, Inc

Technology
2.07K
+ 16.1%
$86.91 - $99.57 $180K - $206K
14.9K $1.46M
SPOT
Spotify Technology S.A.

Communication Services
378
New
$620.01 - $738.53 $234K - $279K
378 $263K
SPGI
S&P Global Inc.

Financial Services
537
New
$484.94 - $564.15 $260K - $303K
537 $261K
CRM
Salesforce, Inc.

Technology
1.1K
New
$231.66 - $273.65 $255K - $301K
1.1K $260K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.36K
New
$38.58 - $58.24 $245K - $370K
6.36K $249K
CMI
Cummins Inc

Industrials
589
New
$327.85 - $426.39 $193K - $251K
589 $248K
SE
Sea LTD

Consumer Cyclical
280
+ 2.68%
$146.23 - $196.5 $40.9K - $55K
10.7K $1.92M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
900
+ 1.79%
$52.31 - $56.47 $47.1K - $50.8K
51.1K $2.89M
GS
Goldman Sachs Group Inc

Financial Services
241
+ 40.5%
$696.56 - $806.32 $168K - $194K
836 $665K
RMD
Resmed Inc

Healthcare
882
New
$252.01 - $293.73 $222K - $259K
882 $241K
RTX
Raytheon Technologies Corp

Industrials
356
+ 4.18%
$144.19 - $167.33 $51.3K - $59.6K
8.87K $1.48M
HCA
Hca Healthcare, Inc.

Healthcare
70
+ 1.43%
$334.32 - $426.2 $23.4K - $29.8K
4.98K $2.12M
COF
Capital One Financial Corp

Financial Services
1.13K
+ 13.3%
$207.29 - $229.74 $235K - $260K
9.65K $2.05M
SLV
I Shares Silver Trust

ETFs
5.6K
New
$32.73 - $42.5 $183K - $238K
5.6K $237K
V
Visa Inc.

Financial Services
787
+ 31.97%
$332.09 - $358.86 $261K - $282K
3.25K $1.11M
WDAY
Workday, Inc.

Technology
976
New
$213.69 - $247.69 $209K - $242K
976 $234K
IWB
Ishares Tr Russell 1000 ETF

ETFs
468
+ 19.18%
$339.37 - $366.46 $159K - $172K
2.91K $1.06M
RAVI
Flexshares Tr Ready Access Var

ETFs
3.07K
New
$75.24 - $75.63 $231K - $232K
3.07K $231K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
714
New
$301.44 - $365.84 $215K - $261K
714 $231K
SAP
Sap Se

Technology
855
New
$252.42 - $311.93 $216K - $267K
855 $228K
COP
Conocophillips

Energy
2.34K
New
$91.0 - $98.99 $213K - $232K
2.34K $221K
MO
Altria Group, Inc.

Consumer Defensive
3.32K
New
$57.75 - $67.68 $192K - $225K
3.32K $219K
ITT
Itt Inc.

Industrials
528
+ 9.44%
$155.93 - $182.88 $82.3K - $96.6K
6.12K $1.09M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.75K
New
$25.29 - $28.33 $196K - $220K
7.75K $216K
AXP
American Express CO

Financial Services
649
New
$294.27 - $342.31 $191K - $222K
649 $215K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
381
New
$534.91 - $598.71 $204K - $228K
381 $214K
PRIM
Primoris Services Corp

Industrials
69
+ 2.01%
$79.61 - $137.33 $5.49K - $9.48K
3.5K $481K
PAVE
Global X Fds Us Infrastructure

ETFs
4.47K
New
$44.02 - $47.63 $197K - $213K
4.47K $212K
IXN
Ishares Global Information Tec

ETFs
2.04K
New
$91.28 - $103.32 $186K - $211K
2.04K $210K
TDG
Trans Digm Group Inc

Industrials
159
New
$1271.04 - $1620.83 $202K - $258K
159 $209K
AZO
Autozone Inc

Consumer Cyclical
8
+ 2.69%
$3649.42 - $4354.54 $29.2K - $34.8K
305 $1.31M
HEWJ
Ishares Currency Hedged Msci J

ETFs
4.16K
New
$43.72 - $50.04 $182K - $208K
4.16K $204K
TJX
Tjx Companies Inc

Consumer Cyclical
1.4K
New
$121.35 - $144.54 $170K - $202K
1.4K $202K
IXC
Ishares Tr Global Energy ETF

ETFs
4.81K
New
$39.45 - $42.95 $190K - $207K
4.81K $200K
CASY
Caseys General Stores Inc

Consumer Cyclical
354
New
$494.52 - $565.32 $175K - $200K
354 $200K
COST
Costco Wholesale Corp

Consumer Defensive
283
+ 27.94%
$915.95 - $994.57 $259K - $281K
1.3K $1.2M
EME
Emcor Group, Inc.

Industrials
131
+ 15.32%
$530.88 - $655.83 $69.5K - $85.9K
986 $640K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.7K
+ 3.04%
$40.94 - $42.85 $111K - $116K
91.5K $3.85M
STE
Steris PLC

Healthcare
601
+ 20.64%
$221.21 - $252.43 $133K - $152K
3.51K $869K
GBDC
Golub Capital Bdc, Inc.

Financial Services
17.7K
+ 21.66%
$13.69 - $15.48 $242K - $274K
99.3K $1.36M
PEP
Pepsico Inc

Consumer Defensive
263
+ 1.81%
$133.81 - $152.16 $35.2K - $40K
14.8K $2.07M
PANW
Palo Alto Networks Inc

Technology
797
+ 17.97%
$167.06 - $208.19 $133K - $166K
5.23K $1.07M
RBLX
Roblox Corp

Communication Services
386
+ 12.4%
$100.65 - $141.56 $38.9K - $54.6K
3.5K $484K
LYV
Live Nation Entertainment, Inc.

Communication Services
448
+ 6.56%
$143.56 - $174.06 $64.3K - $78K
7.28K $1.19M
ASML
Asml Holding Nv

Technology
97
+ 26.8%
$689.63 - $968.09 $66.9K - $93.9K
459 $444K
SCHG
Schwab Strategic Tr Us Large C

ETFs
47
+ 0.09%
$28.92 - $32.19 $1.36K - $1.51K
54.4K $1.74M
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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