Simon Quick Advisors, LLC Incresed Positions in Q4 2024

Simon Quick Advisors, LLC

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.15K
+ 49.04%
$26.63 - $30.23 $110K - $125K
12.6K $335K
PCAR
Paccar Inc

Industrials
654
+ 21.16%
$97.92 - $118.41 $64K - $77.4K
3.75K $389K
SAP
Sap Se

Technology
244
+ 16.79%
$218.13 - $255.54 $53.2K - $62.4K
1.7K $417K
GLW
Corning Inc

Technology
1.56K
+ 34.2%
$44.11 - $49.76 $68.7K - $77.5K
6.11K $290K
SYY
Sysco Corp

Consumer Defensive
1.17K
+ 30.12%
$73.63 - $81.77 $86.1K - $95.7K
5.06K $386K
KMI
Kinder Morgan, Inc.

Energy
1.23K
+ 13.57%
$22.59 - $28.54 $27.9K - $35.2K
10.3K $282K
XLP
Consumer Staples Sector Spdr

ETFs
1.06K
+ 32.77%
N/A
4.27K $324K
SUB
Ishares Short Term National Mu

ETFs
849
+ 6.93%
$104.94 - $106.2 $89.1K - $90.2K
13.1K $1.38M
EQIX
Equinix Inc

Real Estate
64
+ 20.38%
$865.69 - $985.0 $55.4K - $63K
378 $356K
RBLX
Roblox Corp

Communication Services
217
+ 4.62%
$39.86 - $61.45 $8.65K - $13.3K
4.92K $284K
GBDC
Golub Capital Bdc, Inc.

Financial Services
4.68K
+ 6.05%
$14.69 - $15.67 $68.8K - $73.4K
82.1K $1.24M
RTX
Raytheon Technologies Corp

Industrials
901
+ 16.88%
$114.45 - $127.21 $103K - $115K
6.24K $721K
QCOM
Qualcomm Inc

Technology
863
+ 24.28%
$150.4 - $178.04 $130K - $154K
4.42K $678K
DE
Deere & CO

Industrials
161
+ 17.75%
$389.45 - $466.0 $62.7K - $75K
1.07K $452K
EA
Electronic Arts Inc.

Communication Services
430
+ 12.34%
$140.69 - $167.97 $60.5K - $72.2K
3.92K $572K
CDNS
Cadence Design Systems Inc

Technology
131
+ 11.88%
$249.1 - $324.54 $32.6K - $42.5K
1.23K $370K
ETN
Eaton Corp PLC

Industrials
212
+ 11.61%
$326.96 - $377.52 $69.3K - $80K
2.04K $676K
MDT
Medtronic PLC

Healthcare
1.35K
+ 35.54%
$79.61 - $92.24 $108K - $125K
5.16K $412K
DASH
Door Dash, Inc.

Communication Services
167
+ 9.88%
$141.93 - $180.48 $23.7K - $30.1K
1.86K $311K
APH
Amphenol Corp

Technology
541
+ 7.37%
$62.07 - $75.35 $33.6K - $40.8K
7.88K $547K
TTWO
Take Two Interactive Software Inc

Communication Services
127
+ 8.52%
$147.66 - $190.46 $18.8K - $24.2K
1.62K $297K
XEL
Xcel Energy Inc

Utilities
832
+ 15.79%
$62.16 - $72.92 $51.7K - $60.7K
6.1K $411K
XLI
Industrial Sector Spdr

ETFs
568
+ 24.33%
$131.76 - $143.99 $74.8K - $81.8K
2.9K $382K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
94
+ 1.54%
$180.39 - $205.43 $17K - $19.3K
6.19K $1.17M
VICR
Vicor Corp

Technology
324
+ 4.13%
$40.19 - $60.94 $13K - $19.7K
8.18K $395K
PG
Procter & Gamble CO

Consumer Defensive
1.02K
+ 5.19%
$161.05 - $179.7 $163K - $182K
20.6K $3.45M
UNP
Union Pacific Corp

Industrials
537
+ 16.33%
$223.15 - $249.32 $120K - $134K
3.83K $872K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
637
+ 7.21%
$55.73 - $66.16 $35.5K - $42.1K
9.47K $571K
MAR
Marriott International Inc

Consumer Cyclical
132
+ 16.1%
$246.06 - $292.59 $32.5K - $38.6K
952 $265K
BK
Bank Of New York Mellon Corp

Financial Services
468
+ 9.51%
$70.82 - $81.87 $33.1K - $38.3K
5.39K $414K
PAYX
Paychex Inc

Industrials
183
+ 3.41%
$135.86 - $148.73 $24.9K - $27.2K
5.54K $777K
CMI
Cummins Inc

Industrials
106
+ 12.44%
$324.93 - $383.42 $34.4K - $40.6K
958 $333K
CVLT
Commvault Systems Inc

Technology
419
+ 20.68%
$132.26 - $177.6 $55.4K - $74.4K
2.45K $368K
MSCI
Msci Inc.

Financial Services
60
+ 5.26%
$569.09 - $635.99 $34.1K - $38.2K
1.2K $720K
TTD
Trade Desk, Inc.

Technology
223
+ 6.3%
$108.7 - $139.51 $24.2K - $31.1K
3.77K $442K
ROL
Rollins Inc

Consumer Cyclical
1.57K
+ 34.93%
$46.35 - $51.59 $72.9K - $81.2K
6.08K $281K
DEI
Douglas Emmett Inc

Real Estate
467
+ 1.01%
$17.33 - $20.32 $8.09K - $9.49K
46.6K $865K
EOG
Eog Resources Inc

Energy
447
+ 10.83%
$118.22 - $136.54 $52.8K - $61K
4.58K $560K
AMP
Ameriprise Financial Inc

Financial Services
43
+ 9.21%
$473.15 - $574.01 $20.3K - $24.7K
510 $271K
EMR
Emerson Electric CO

Industrials
75
+ 2.66%
$108.13 - $134.33 $8.11K - $10.1K
2.9K $359K
MCD
Mcdonalds Corp

Consumer Cyclical
428
+ 8.63%
$288.47 - $316.54 $123K - $135K
5.39K $1.56M
MSI
Motorola Solutions, Inc.

Technology
92
+ 15.21%
$449.08 - $504.6 $41.3K - $46.4K
697 $322K
LOW
Lowes Companies Inc

Consumer Cyclical
447
+ 17.41%
$244.52 - $284.07 $109K - $127K
3.01K $743K
VIG
Vanguard Dividend Appreciation

ETFs
254
+ 1.53%
N/A
16.9K $3.08M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.02K
+ 15.29%
$9.95 - $12.23 $20.1K - $24.7K
15.2K $178K
TRV
Travelers Companies, Inc.

Financial Services
130
+ 9.15%
$225.97 - $266.66 $29.4K - $34.7K
1.55K $373K
PH
Parker Hannifin Corp

Industrials
61
+ 11.47%
$621.74 - $709.46 $37.9K - $43.3K
593 $377K
DUK
Duke Energy Corp

Utilities
597
+ 19.59%
$105.76 - $120.76 $63.1K - $72.1K
3.65K $392K
PM
Philip Morris International Inc.

Consumer Defensive
431
+ 3.86%
$118.38 - $133.06 $51K - $57.3K
11.6K $1.39M
Activity Summary
Buys All Purchases 357 New Holdings 71 Increased Positions 286 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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