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
HD
Home Depot, Inc.

Consumer Cyclical
392
+ 5.67%
$385.02 - $431.37 $151K - $169K
7.31K $2.84M
WSO
Watsco Inc

Industrials
109
+ 15.59%
$466.57 - $568.78 $50.9K - $62K
808 $382K
DGRO
Ishares Core Dividend Growth E

ETFs
673
+ 19.55%
$60.73 - $64.94 $40.9K - $43.7K
4.12K $252K
MET
Metlife Inc

Financial Services
483
+ 13.02%
$78.15 - $88.25 $37.7K - $42.6K
4.19K $343K
PNC
Pnc Financial Services Group, Inc.

Financial Services
134
+ 10.41%
$178.39 - $215.0 $23.9K - $28.8K
1.42K $274K
AZO
Autozone Inc

Consumer Cyclical
6
+ 1.85%
$2981.19 - $3370.27 $17.9K - $20.2K
330 $1.06M
MCO
Moodys Corp

Financial Services
78
+ 14.66%
$454.04 - $500.88 $35.4K - $39.1K
610 $288K
AEP
American Electric Power CO Inc

Utilities
780
+ 22.16%
$90.91 - $102.21 $70.9K - $79.7K
4.3K $396K
XLK
Technology Sector Spdr

ETFs
37
+ 0.99%
$220.26 - $241.44 $8.15K - $8.93K
3.77K $877K
TFC
Truist Financial Corp

Financial Services
697
+ 14.62%
$41.51 - $48.1 $28.9K - $33.5K
5.47K $237K
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.02%
$148.14 - $166.23 $148 - $166
4.11K $655K
USB
Us Bancorp \De\

Financial Services
398
+ 7.03%
$43.98 - $53.66 $17.5K - $21.4K
6.06K $289K
WIT
Wipro LTD

Technology
38.6K
+ 107.75%
$3.54 - $7.24 $137K - $280K
74.5K $263K
AON
Aon PLC

Financial Services
48
+ 4.91%
$344.14 - $393.31 $16.5K - $18.9K
1.03K $368K
TDG
Trans Digm Group Inc

Industrials
52
+ 23.01%
$1239.0 - $1442.53 $64.4K - $75K
278 $352K
CB
Chubb LTD

Financial Services
174
+ 11.1%
$271.57 - $301.89 $47.3K - $52.5K
1.74K $481K
SPGI
S&P Global Inc.

Financial Services
129
+ 6.76%
$480.36 - $529.17 $62K - $68.3K
2.04K $1.01M
VO
Vanguard Mid Cap ETF

ETFs
97
+ 2.34%
$261.5 - $284.63 $25.4K - $27.6K
4.24K $1.12M
ASML
Asml Holding Nv

Technology
315
+ 23.11%
$658.43 - $872.27 $207K - $275K
1.68K $1.16M
FICO
Fair Isaac Corp

Technology
11
+ 10.19%
$1911.01 - $2382.4 $21K - $26.2K
119 $236K
APD
Air Products & Chemicals, Inc.

Basic Materials
109
+ 12.25%
$285.5 - $335.62 $31.1K - $36.6K
999 $289K
PTC
Ptc Inc.

Technology
113
+ 8.18%
$175.97 - $201.89 $19.9K - $22.8K
1.49K $274K
CRS
Carpenter Technology Corp

Industrials
22
+ 1.07%
$149.5 - $196.14 $3.29K - $4.32K
2.09K $354K
WELL
Welltower Inc.

Real Estate
225
+ 11.42%
$123.11 - $139.3 $27.7K - $31.3K
2.2K $276K
CINF
Cincinnati Financial Corp

Financial Services
74
+ 4.97%
$132.86 - $160.16 $9.83K - $11.9K
1.56K $224K
IWB
Ishares Tr Russell 1000 ETF

ETFs
9
+ 0.38%
$311.11 - $335.64 $2.8K - $3.02K
2.39K $769K
COP
Conocophillips

Energy
524
+ 10.13%
$95.12 - $114.72 $49.8K - $60.1K
5.7K $564K
INFY
Infosys LTD

Technology
1.01K
+ 10.52%
$20.71 - $23.42 $21K - $23.7K
10.7K $233K
TXN
Texas Instruments Inc

Technology
94
+ 1.81%
N/A
5.29K $1.03M
GD
General Dynamics Corp

Industrials
168
+ 23.2%
$260.28 - $314.03 $43.7K - $52.8K
892 $235K
XOM
Exxon Mobil Corp

Energy
1.99K
+ 9.75%
$105.51 - $125.37 $210K - $249K
22.4K $2.41M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
175
+ 8.48%
$209.89 - $233.24 $36.7K - $40.8K
2.24K $475K
ODFL
Old Dominion Freight Line, Inc.

Industrials
246
+ 19.29%
$176.4 - $231.84 $43.4K - $57K
1.52K $268K
TT
Trane Technologies PLC

Industrials
82
+ 9.12%
$369.35 - $419.14 $30.3K - $34.4K
981 $362K
SCHX
Schwab Strategic Tr Us Large C

ETFs
57.3K
+ 194.5%
$22.4 - $68.28 $1.28M - $3.91M
86.8K $2.01M
MFG
Mizuho Financial Group Inc

Financial Services
410
+ 3.22%
$4.05 - $5.26 $1.66K - $2.16K
13.1K $64K
FDX
Fedex Corp

Industrials
3
+ 0.29%
$260.5 - $305.15 $782 - $915
1.04K $291K
RMD
Resmed Inc

Healthcare
136
+ 8.99%
$228.69 - $256.07 $31.1K - $34.8K
1.65K $377K
SO
Southern CO

Utilities
522
+ 11.38%
$81.5 - $94.15 $42.5K - $49.1K
5.11K $420K
KAI
Kadant Inc

Industrials
5
+ 0.7%
$316.45 - $422.93 $1.58K - $2.11K
720 $248K
SAN
Banco Santander, S.A.

Financial Services
2.39K
+ 23.3%
$4.49 - $5.05 $10.7K - $12.1K
12.7K $57K
PLUG
Plug Power Inc

Industrials
3.16K
+ 20.56%
$1.87 - $2.67 $5.91K - $8.43K
18.5K $39K
CEG
Constellation Energy Corp

Utilities
211
+ 16.96%
$224.28 - $285.52 $47.3K - $60.2K
1.46K $327K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.05%
$111.85 - $120.71 $112 - $121
1.98K $227K
AFL
Aflac Inc

Financial Services
378
+ 9.02%
$100.37 - $115.27 $37.9K - $43.6K
4.57K $472K
TECH
Bio Techne Corp

Healthcare
485
+ 11.9%
$66.37 - $78.17 $32.2K - $37.9K
4.56K $328K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.17K
+ 100.77%
$25.33 - $51.16 $106K - $213K
8.3K $214K
NSC
Norfolk Southern Corp

Industrials
67
+ 6.47%
$230.6 - $277.0 $15.5K - $18.6K
1.1K $258K
OEF
Ishares S&P 100 ETF

ETFs
3
+ 0.24%
N/A
1.26K $335K
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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