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
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
2.83K
+ 3.71%
$20.22 - $21.71 $57.2K - $61.4K
79K $1.7M
VAW
Vanguard Materials ETF

ETFs
222
+ 2.19%
$193.21 - $210.15 $42.9K - $46.7K
10.4K $2.12M
EEM
Ishares Msci Emerging Markets

ETFs
430
+ 1.78%
$48.07 - $53.4 $20.7K - $23K
24.6K $1.31M
VO
Vanguard Mid Cap ETF

ETFs
308
+ 7.91%
$279.83 - $293.74 $86.2K - $90.5K
4.2K $1.23M
IFRA
Ishares Tr

ETFs
487
+ 1.5%
$49.77 - $52.82 $24.2K - $25.7K
33K $1.75M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
180
+ 0.62%
$68.24 - $73.73 $12.3K - $13.3K
29.3K $2.15M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.21K
+ 3.72%
$81.75 - $84.54 $98.5K - $102K
33.6K $2.83M
MKL
Markel Corp

Financial Services
85
+ 28.43%
$1898.34 - $2031.8 $161K - $173K
384 $733K
VZ
Verizon Communications Inc

Communication Services
2.21K
+ 4.65%
$40.84 - $45.06 $90.2K - $99.5K
49.7K $2.19M
BK
Bank Of New York Mellon Corp

Financial Services
757
+ 28.34%
$90.65 - $109.75 $68.6K - $83.1K
3.43K $373K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
10
+ 0.06%
$133.48 - $144.38 $1.33K - $1.44K
15.6K $2.23M
BNDX
Vanguard Total International B

ETFs
2.65K
+ 3.33%
$49.0 - $49.51 $130K - $131K
82.4K $4.08M
SIG
Signet Jewelers LTD

Consumer Cyclical
309
+ 5.36%
$74.31 - $96.87 $23K - $29.9K
6.07K $582K
ED
Consolidated Edison Inc

Utilities
1.19K
+ 6.73%
$95.57 - $105.36 $114K - $126K
18.9K $1.9M
TSCO
Tractor Supply CO

Consumer Cyclical
727
+ 3.68%
$54.08 - $62.65 $39.3K - $45.5K
20.5K $1.17M
TRMB
Trimble Inc.

Technology
698
+ 6.37%
$76.46 - $85.24 $53.4K - $59.5K
11.7K $951K
AMAT
Applied Materials Inc

Technology
379
+ 20.29%
$156.25 - $204.95 $59.2K - $77.7K
2.25K $460K
BX
Blackstone Inc.

Financial Services
398
+ 17.86%
$152.77 - $188.68 $60.8K - $75.1K
2.63K $448K
XLU
Utilities Sector Spdr

ETFs
1.05K
+ 25.98%
$81.14 - $87.32 $85.1K - $91.6K
5.09K $443K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
166
+ 0.13%
$26.38 - $27.95 $4.38K - $4.64K
130K $3.56M
MGV
Vanguard Mega Cap Value

ETFs
7
+ 0.05%
$129.46 - $137.85 $906 - $965
15.5K $2.13M
APH
Amphenol Corp

Technology
274
+ 10.04%
$97.39 - $125.4 $26.7K - $34.4K
3K $371K
JLL
Jones Lang Lasalle Inc

Real Estate
184
+ 16.85%
$248.95 - $319.66 $45.8K - $58.8K
1.28K $380K
CSCO
Cisco Systems, Inc.

Technology
1.6K
+ 14.03%
$66.2 - $71.79 $106K - $115K
13K $891K
EL
Estee Lauder Companies Inc

Consumer Defensive
244
+ 2.53%
$83.65 - $95.26 $20.4K - $23.2K
9.9K $872K
MAIN
Main Street Capital Corp

Financial Services
4
+ 0.02%
$59.28 - $67.54 $237 - $270
20.5K $1.31M
AMGN
Amgen Inc

Healthcare
303
+ 18.39%
$271.18 - $309.22 $82.2K - $93.7K
1.95K $550K
FIW
First Trust Water ETF

ETFs
228
+ 1.54%
$107.54 - $115.08 $24.5K - $26.2K
15.1K $1.69M
SCI
Service Corp International

Consumer Cyclical
853
+ 8.63%
$75.63 - $83.25 $64.5K - $71K
10.7K $893K
RSP
Invesco S&P 500 Equal Weight E

ETFs
408
+ 33.47%
$181.56 - $190.33 $74.1K - $77.7K
1.63K $308K
VIG
Vanguard Dividend Appreciation

ETFs
449
+ 2.75%
N/A
16.8K $3.05M
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.31K
+ 4.32%
$25.67 - $27.21 $59.2K - $62.8K
55.8K $1.5M
MRK
Merck & Co., Inc.

Healthcare
602
+ 11.41%
$77.6 - $87.37 $46.7K - $52.6K
5.88K $493K
PWR
Quanta Services, Inc.

Industrials
126
+ 20.49%
$372.29 - $421.68 $46.9K - $53.1K
741 $307K
DIS
Walt Disney CO

Communication Services
1.07K
+ 21.34%
$112.25 - $124.0 $120K - $133K
6.08K $696K
SHEL
Shell PLC

Energy
886
+ 11.26%
$69.82 - $73.93 $61.9K - $65.5K
8.75K $626K
LQD
Ishares Iboxx $ Investment Gra

ETFs
442
+ 3.66%
$107.66 - $112.36 $47.6K - $49.7K
12.5K $1.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
172
+ 22.66%
$412.46 - $514.1 $70.9K - $88.4K
931 $456K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
25
+ 0.95%
$201.83 - $230.93 $5.05K - $5.77K
2.67K $592K
SYY
Sysco Corp

Consumer Defensive
571
+ 19.57%
$76.33 - $82.51 $43.6K - $47.1K
3.49K $287K
VNQ
Vanguard Specialized Funds Van

ETFs
493
+ 5.53%
$88.47 - $93.24 $43.6K - $46K
9.41K $860K
SYK
Stryker Corp

Healthcare
255
+ 21.0%
$368.57 - $403.53 $94K - $103K
1.47K $543K
BKNG
Booking Holdings Inc.

Consumer Cyclical
30
+ 11.72%
$5364.25 - $5815.92 $161K - $174K
286 $1.54M
AZN
Astrazeneca PLC

Healthcare
456
+ 12.56%
$68.72 - $82.11 $31.3K - $37.4K
4.09K $313K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.75K
+ 4.85%
$11.15 - $11.87 $30.6K - $32.6K
59.3K $688K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
884
+ 2.6%
$47.76 - $48.46 $42.2K - $42.8K
34.9K $1.68M
TIP
Ishares Tr Tips Bd ETF

ETFs
325
+ 1.93%
$109.11 - $111.88 $35.5K - $36.4K
17.2K $1.91M
DE
Deere & CO

Industrials
168
+ 34.22%
$457.26 - $524.37 $76.8K - $88.1K
659 $301K
COIN
Coinbase Global, Inc.

Technology
213
+ 14.12%
$297.99 - $419.78 $63.5K - $89.4K
1.72K $580K
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
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