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
DHR
Danaher Corp

Healthcare
254
+ 23.54%
$181.46 - $212.2 $46.1K - $53.9K
1.33K $264K
IEMG
Ishares Inc

ETFs
942
+ 0.19%
N/A
498K $26.7M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
209
+ 19.32%
$259.44 - $278.65 $54.2K - $58.2K
1.29K $334K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
432
+ 9.36%
$185.65 - $214.38 $80.2K - $92.6K
5.05K $1.01M
SONY
Sony Group Corp

Technology
728
+ 8.74%
$23.92 - $30.07 $17.4K - $21.9K
9.06K $260K
INTU
Intuit Inc

Technology
145
+ 27.57%
$646.03 - $807.39 $93.7K - $117K
671 $458K
IGM
Ishares Expanded Tech Sector E

ETFs
1
+ 0.03%
$110.96 - $127.67 $111 - $128
2.88K $362K
SCHV
Schwab Strategic Tr Us Large C

ETFs
125
+ 0.51%
$27.61 - $29.15 $3.45K - $3.64K
24.6K $715K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.42K
+ 18.09%
$65.64 - $78.22 $92.9K - $111K
9.24K $619K
SCHW
Schwab Charles Corp

Financial Services
286
+ 11.73%
$91.03 - $98.69 $26K - $28.2K
2.73K $260K
PG
Procter & Gamble CO

Consumer Defensive
876
+ 4.86%
$150.47 - $161.22 $132K - $141K
18.9K $2.91M
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
1.07K
+ 7.08%
$11.54 - $15.0 $12.3K - $16K
16.1K $206K
ROL
Rollins Inc

Consumer Cyclical
341
+ 8.07%
$55.05 - $58.74 $18.8K - $20K
4.57K $268K
PRF
Invesco Exchange Traded Fd Tr

ETFs
38
+ 0.39%
$42.04 - $45.23 $1.6K - $1.72K
9.8K $442K
DGRO
Ishares Core Dividend Growth E

ETFs
145
+ 4.2%
$64.12 - $68.08 $9.3K - $9.87K
3.6K $245K
XLI
Industrial Sector Spdr

ETFs
25
+ 0.9%
$147.94 - $154.99 $3.7K - $3.87K
2.81K $433K
CSX
Csx Corp

Industrials
36
+ 0.5%
$32.05 - $36.52 $1.15K - $1.31K
7.3K $259K
ICE
Intercontinental Exchange, Inc.

Financial Services
239
+ 17.89%
$167.28 - $188.45 $40K - $45K
1.58K $265K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
70
+ 0.57%
$97.75 - $100.75 $6.84K - $7.05K
12.3K $1.23M
CLH
Clean Harbors Inc

Industrials
65
+ 4.86%
$225.84 - $250.43 $14.7K - $16.3K
1.4K $325K
TTWO
Take Two Interactive Software Inc

Communication Services
1
+ 0.1%
$217.37 - $259.96 $217 - $260
1.04K $269K
GILD
Gilead Sciences, Inc.

Healthcare
118
+ 0.71%
$108.22 - $120.47 $12.8K - $14.2K
16.7K $1.85M
LNG
Cheniere Energy, Inc.

Energy
113
+ 7.07%
$222.68 - $244.28 $25.2K - $27.6K
1.71K $402K
VDC
Vanguard Consumer Staples ETF

ETFs
586
+ 2.72%
$212.64 - $225.25 $125K - $132K
22.1K $4.73M
HEI
Heico Corp

Industrials
36
+ 5.84%
$304.5 - $337.56 $11K - $12.2K
652 $210K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
38
+ 0.54%
$72.01 - $74.44 $2.74K - $2.83K
7.07K $519K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
142
+ 0.96%
N/A
14.9K $857K
CION
Cion Investment Corp

Financial Services
934
+ 3.66%
$9.48 - $10.86 $8.85K - $10.1K
26.5K $250K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
37
+ 0.35%
$82.38 - $83.0 $3.05K - $3.07K
10.5K $872K
OEF
Ishares S&P 100 ETF

ETFs
2
+ 0.16%
N/A
1.27K $337K
Vanguard Instl Index Fd
2.98K
New
N/A
2.98K $0
Viking Holdings LTD
249
+ 1.48%
N/A
17.1K $0
Qxo Inc
111
+ 0.41%
N/A
27.3K $0
Fidelity Wise Origin Bitcoin
640
+ 16.25%
N/A
4.58K $0
Biohaven LTD
18
+ 0.03%
N/A
70K $0
Liberty Media Corp Del
488
+ 13.32%
N/A
4.15K $0
Lam Research Corp
2.3K
New
N/A
2.3K $0
Paramount Skydance Corp
13.5K
New
N/A
13.5K $0
Labcorp Holdings Inc
302
+ 12.09%
N/A
2.8K $0
Linde PLC
38
+ 1.7%
N/A
2.27K $0
Blackrock Inc
29
+ 0.77%
N/A
3.79K $0
Ge Vernova Inc
165
+ 21.37%
N/A
937 $0
Ishares Bitcoin Trust ETF
8.97K
+ 32.06%
N/A
36.9K $0
Liberty Media Corp Del
100
+ 3.34%
N/A
3.1K $0
Tko Group Holdings Inc
62
+ 0.85%
N/A
7.35K $0
KO
Coca Cola CO

Consumer Defensive
261
+ 5.33%
$65.67 - $71.67 $17.1K - $18.7K
5.16K $341K
ET
Energy Transfer LP

Energy
130
+ 1.09%
$17.11 - $18.16 $2.22K - $2.36K
12K $206K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
60
+ 1.58%
$98.64 - $113.55 $5.92K - $6.81K
3.85K $399K
PINS
Pinterest, Inc.

Communication Services
203
+ 2.14%
$32.17 - $39.17 $6.53K - $7.95K
9.7K $312K
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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