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
PSX
Phillips 66

Energy
12
+ 0.69%
$110.35 - $138.93 $1.32K - $1.67K
1.76K $200K
UMC
United Microelectronics Corp

Technology
537
+ 3.05%
$6.34 - $8.35 $3.4K - $4.48K
18.1K $117K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
347
+ 1.27%
$442.29 - $483.08 $153K - $168K
27.7K $12.5M
SHEL
Shell PLC

Energy
7
+ 0.07%
$60.63 - $70.23 $424 - $492
10.5K $655K
BDX
Becton Dickinson & CO

Healthcare
142
+ 3.0%
$220.02 - $243.75 $31.2K - $34.6K
4.88K $1.11M
MCHI
Ishares Msci China ETF

ETFs
103
+ 1.03%
$46.1 - $59.67 $4.75K - $6.15K
10.1K $473K
SHW
Sherwin Williams CO

Basic Materials
32
+ 2.45%
$338.75 - $399.71 $10.8K - $12.8K
1.34K $454K
OHI
Omega Healthcare Investors Inc

Real Estate
350
+ 1.65%
$37.51 - $42.56 $13.1K - $14.9K
21.6K $817K
MDLZ
Mondelez International, Inc.

Consumer Defensive
939
+ 12.78%
$59.25 - $72.99 $55.6K - $68.5K
8.28K $494K
DHI
Horton D R Inc

Consumer Cyclical
145
+ 10.98%
$137.24 - $194.56 $19.9K - $28.2K
1.47K $204K
MGV
Vanguard Mega Cap Value

ETFs
8
+ 0.05%
$124.06 - $133.48 $992 - $1.07K
15.5K $1.93M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
87.6K
+ 204.88%
$26.93 - $84.95 $2.36M - $7.44M
130K $3.56M
DGS
Wisdomtree Emerging Markets Sm

ETFs
51
+ 0.41%
$48.87 - $53.53 $2.49K - $2.73K
12.3K $603K
MU
Micron Technology Inc

Technology
253
+ 6.26%
$84.16 - $113.41 $21.3K - $28.7K
4.29K $361K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
12
+ 0.1%
$67.29 - $73.38 $807 - $881
12.3K $835K
NVS
Novartis Ag

Healthcare
67
+ 1.6%
$96.78 - $117.18 $6.48K - $7.85K
4.26K $414K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20K
+ 102.44%
$18.41 - $40.87 $369K - $818K
39.6K $731K
MP
Mp Materials Corp.

Basic Materials
1.74K
+ 3.41%
$15.6 - $23.11 $27.1K - $40.1K
52.5K $819K
KLAC
Kla Corp

Technology
46
+ 6.05%
$614.46 - $829.55 $28.3K - $38.2K
806 $507K
CMCSA
Comcast Corp

Communication Services
77
+ 0.38%
$37.39 - $45.14 $2.88K - $3.48K
20.6K $773K
ICSH
Blackrock Ultra Short Term Bon

ETFs
5
+ 0.0%
$50.35 - $50.69 $252 - $253
288K $14.5M
SHV
Ishares Tr

ETFs
12
+ 0.01%
$109.92 - $110.57 $1.32K - $1.33K
186K $20.5M
MRK
Merck & Co., Inc.

Healthcare
1.01K
+ 7.27%
$96.31 - $114.76 $97.5K - $116K
14.9K $1.48M
NEE
Nextera Energy Inc

Utilities
334
+ 3.34%
$69.77 - $85.43 $23.3K - $28.5K
10.3K $740K
GE
General Electric CO

Industrials
81
+ 1.41%
$159.95 - $194.23 $13K - $15.7K
5.81K $968K
COMP
Compass, Inc.

Technology
145
+ 0.03%
$5.4 - $7.33 $783 - $1.06K
498K $2.92M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
24
+ 1.08%
$396.64 - $516.74 $9.52K - $12.4K
2.24K $900K
SIG
Signet Jewelers LTD

Consumer Cyclical
4
+ 0.06%
$79.42 - $104.13 $318 - $417
6.31K $509K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
42
+ 0.27%
$114.08 - $125.68 $4.79K - $5.28K
15.6K $1.78M
TMO
Thermo Fisher Scientific Inc.

Healthcare
99
+ 4.01%
$501.29 - $612.85 $49.6K - $60.7K
2.57K $1.34M
LLY
Eli Lilly & CO

Healthcare
123
+ 2.57%
$727.2 - $932.06 $89.4K - $115K
4.9K $3.79M
VEU
Vanguard Ftse All World Ex Us

ETFs
89
+ 0.11%
$57.29 - $63.1 $5.1K - $5.62K
82.7K $4.75M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.45K
+ 0.96%
$44.04 - $49.49 $64K - $71.9K
152K $6.71M
CCI
Crown Castle International Corp

Real Estate
399
+ 1.11%
$89.78 - $119.11 $35.8K - $47.5K
36.5K $3.31M
VTV
Vanguard Value ETF

ETFs
4.36K
+ 0.81%
$168.32 - $181.87 $733K - $792K
545K $92.3M
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
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