Simon Quick Advisors, LLC Incresed Positions in Q4 2025

Simon Quick Advisors, LLC

  • $2.25 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
41.7K
+ 15.27%
$653.02 - $687.39 $27.2M - $28.6M
315K $209M
VUG
Vanguard Growth ETF

ETFs
35.8K
+ 12.58%
$470.44 - $504.26 $16.9M - $18.1M
320K $155M
XLY
Select Sector Spdr Consumer Di

ETFs
49.7K
+ 99.95%
$228.75 - $242.18 $11.4M - $12M
99.4K $22.9M
VEA
Vanguard Ftse Developed Market

ETFs
142K
+ 16.71%
$59.18 - $62.09 $8.39M - $8.8M
991K $60.7M
XLE
Energy Sector Spdr

ETFs
86.4K
+ 97.22%
$85.22 - $92.02 $7.36M - $7.95M
175K $16.1M
AAPL
Apple Inc.

Technology
17.2K
+ 6.38%
$245.27 - $275.25 $4.22M - $4.73M
287K $76.7M
IVV
Ishares Core S&P 500 ETF

ETFs
10.5K
+ 8.58%
$656.2 - $690.71 $6.9M - $7.26M
133K $89.8M
VTV
Vanguard Value ETF

ETFs
33.2K
+ 5.58%
$182.87 - $189.72 $6.08M - $6.3M
628K $118M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
100K
+ 91.42%
$49.98 - $50.59 $5.02M - $5.08M
210K $10.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
71.2K
+ 13.12%
$52.54 - $55.77 $3.74M - $3.97M
614K $33.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.3K
+ 2.95%
$600.51 - $631.95 $2.58M - $2.72M
150K $92.7M
CAT
Caterpillar Inc

Industrials
4.77K
+ 722.09%
$480.82 - $585.49 $2.29M - $2.79M
5.43K $3M
XLK
Technology Sector Spdr

ETFs
7.99K
+ 120.56%
$278.39 - $304.13 $2.22M - $2.43M
14.6K $4.21M
GOOGL
Alphabet Inc.

Communication Services
4.37K
+ 21.33%
$236.57 - $291.31 $1.03M - $1.27M
24.8K $6.87M
NVDA
Nvidia Corp

Technology
9.83K
+ 19.09%
$179.83 - $207.04 $1.77M - $2.03M
61.3K $11.4M
WMB
Williams Companies, Inc.

Energy
29.5K
+ 43.06%
$56.51 - $64.48 $1.67M - $1.9M
98.1K $5.98M
SLV
I Shares Silver Trust

ETFs
31K
+ 553.57%
$42.4 - $49.17 $1.31M - $1.52M
36.6K $1.68M
KMI
Kinder Morgan, Inc.

Energy
48.4K
+ 35.42%
$25.84 - $28.46 $1.25M - $1.38M
185K $5.08M
IWM
Ishares Russell 2000 ETF

ETFs
5.46K
+ 16.36%
$236.79 - $250.33 $1.29M - $1.37M
38.8K $9.22M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.7K
+ 21.46%
$74.09 - $75.1 $1.16M - $1.18M
88.6K $6.57M
AVGO
Broadcom Inc.

Technology
2.18K
+ 8.01%
$324.63 - $385.98 $709K - $843K
29.4K $10.1M
COST
Costco Wholesale Corp

Consumer Defensive
1.12K
+ 86.11%
$910.94 - $954.99 $1.02M - $1.07M
2.41K $2.2M
GILD
Gilead Sciences, Inc.

Healthcare
4.96K
+ 29.69%
$110.56 - $125.2 $548K - $621K
21.7K $2.69M
ET
Energy Transfer LP

Energy
41.6K
+ 346.0%
$16.29 - $17.01 $678K - $708K
53.7K $913K
VB
Vanguard Small Cap ETF

ETFs
4.08K
+ 5.41%
$248.1 - $260.08 $1.01M - $1.06M
79.6K $19.9M
XLU
Utilities Sector Spdr

ETFs
5.09K
+ 100.06%
$87.89 - $92.9 $447K - $473K
10.2K $903K
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.6K
+ 23.23%
$31.41 - $33.69 $397K - $426K
67K $2.16M
GLD
Spdr Gold Trust

ETFs
541
+ 5.2%
$354.79 - $403.15 $192K - $218K
10.9K $4.11M
IAU
Ishares Gold Trust

ETFs
4.97K
+ 66.29%
$72.65 - $82.5 $361K - $410K
12.5K $960K
XOM
Exxon Mobil Corp

Energy
389
+ 0.56%
$110.64 - $119.78 $43K - $46.6K
69.4K $8.17M
IBM
International Business Machines Corp

Technology
277
+ 1.51%
$275.97 - $314.98 $76.4K - $87.2K
18.6K $5.54M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.24K
+ 9.85%
$63.98 - $67.45 $271K - $286K
47.3K $3.15M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.2K
+ 110.32%
$280.66 - $305.09 $336K - $365K
2.28K $643K
LNG
Cheniere Energy, Inc.

Energy
1.74K
+ 101.58%
$205.63 - $235.74 $357K - $410K
3.45K $742K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.23K
+ 11.02%
$88.26 - $94.73 $285K - $306K
32.5K $3.07M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.73K
+ 37.5%
$114.27 - $121.15 $312K - $331K
10K $1.17M
VGT
Vanguard Information Technolog

ETFs
83
+ 0.34%
$736.33 - $801.52 $61.1K - $66.5K
24.5K $18.5M
AMD
Advanced Micro Devices Inc

Technology
341
+ 13.22%
$164.01 - $264.33 $55.9K - $90.1K
2.92K $702K
VIG
Vanguard Dividend Appreciation

ETFs
1.56K
+ 9.29%
N/A
18.3K $3.34M
WELL
Welltower Inc.

Real Estate
187
+ 1.23%
$165.94 - $193.82 $31K - $36.2K
15.4K $2.98M
NFRA
Flexshares Stoxx Global Broad

ETFs
4.16K
+ 39.65%
$62.04 - $64.19 $258K - $267K
14.7K $916K
JNJ
Johnson & Johnson

Healthcare
233
+ 1.71%
$185.98 - $199.58 $43.3K - $46.5K
13.8K $2.76M
BDX
Becton Dickinson & CO

Healthcare
1.19K
+ 41.02%
$176.39 - $193.93 $209K - $230K
4.08K $779K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6K
+ 3.4%
$63.25 - $66.24 $380K - $397K
183K $11.7M
CSCO
Cisco Systems, Inc.

Technology
838
+ 6.43%
$67.46 - $78.0 $56.5K - $65.4K
13.9K $1.08M
MS
Morgan Stanley

Financial Services
1.03K
+ 3.04%
$151.86 - $169.92 $157K - $176K
35K $5.58M
RTX
Raytheon Technologies Corp

Industrials
608
+ 6.86%
$157.0 - $179.44 $95.5K - $109K
9.47K $1.66M
AMGN
Amgen Inc

Healthcare
181
+ 9.28%
$290.13 - $341.71 $52.5K - $61.8K
2.13K $728K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.27K
+ 5.63%
$79.55 - $80.13 $181K - $182K
42.6K $3.39M
Activity Summary
Buys All Purchases 223 New Holdings 44 Increased Positions 179 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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