Simon Quick Advisors, LLC New Holdings in Q4 2024

Simon Quick Advisors, LLC

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.95K
New
$174.22 - $187.62 $514K - $554K
2.95K $517K
PHYS
Sprott Physical Gold Trust

Financial Services
23.5K
New
$19.66 - $21.66 $461K - $508K
23.5K $472K
DD
Du Pont De Nemours, Inc.

Basic Materials
5.89K
New
$75.95 - $88.05 $447K - $519K
5.89K $449K
SPYG
Spdr Portfolio

ETFs
5.1K
New
$81.74 - $91.38 $416K - $466K
5.1K $447K
APP
App Lovin Corp

Technology
1.15K
New
$130.67 - $401.5 $151K - $463K
1.15K $373K
CTVA
Corteva, Inc.

Basic Materials
6.55K
New
$55.21 - $64.13 $362K - $420K
6.55K $373K
GIS
General Mills Inc

Consumer Defensive
5.1K
New
$62.78 - $74.62 $320K - $380K
5.1K $325K
ZM
Zoom Video Communications, Inc.

Technology
3.92K
New
$67.21 - $89.03 $263K - $349K
3.92K $319K
DLR
Digital Realty Trust, Inc.

Real Estate
1.6K
New
$156.46 - $195.69 $251K - $313K
1.6K $284K
ITA
Ishares Tr

ETFs
1.95K
New
$144.31 - $157.31 $281K - $306K
1.95K $282K
GDDY
Go Daddy Inc.

Technology
1.3K
New
$153.16 - $209.03 $200K - $272K
1.3K $257K
DOW
Dow Inc.

Basic Materials
6.42K
New
$39.1 - $55.34 $251K - $355K
6.42K $257K
GTLS
Chart Industries Inc

Industrials
1.34K
New
$119.65 - $202.35 $161K - $272K
1.34K $256K
TRGP
Targa Resources Corp.

Energy
1.44K
New
$150.58 - $207.69 $217K - $299K
1.44K $256K
FLS
Flowserve Corp

Industrials
4.43K
New
$51.87 - $62.0 $230K - $275K
4.43K $254K
JCI
Johnson Controls International PLC

Industrials
3.2K
New
$74.23 - $86.6 $237K - $277K
3.2K $252K
OKE
Oneok Inc

Energy
2.5K
New
$92.28 - $117.05 $231K - $293K
2.5K $251K
HEI
Heico Corp

Industrials
1.05K
New
$237.06 - $279.02 $249K - $293K
1.05K $249K
APO
Apollo Global Management, Inc.

Financial Services
1.51K
New
$131.36 - $178.61 $198K - $269K
1.51K $248K
KR
Kroger CO

Consumer Defensive
4.05K
New
$55.21 - $63.3 $224K - $256K
4.05K $247K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
12.4K
New
$16.15 - $20.36 $200K - $252K
12.4K $246K
OXY
Occidental Petroleum Corp

Energy
5K
New
$45.36 - $55.91 $227K - $279K
5K $246K
NTRA
Natera, Inc.

Healthcare
1.55K
New
$117.67 - $174.0 $183K - $270K
1.55K $245K
HDB
Hdfc Bank LTD

Financial Services
3.74K
New
$59.45 - $68.01 $222K - $254K
3.74K $238K
RSG
Republic Services, Inc.

Industrials
1.18K
New
$198.0 - $218.75 $234K - $258K
1.18K $237K
SONY
Sony Group Corp

Technology
11.1K
New
$17.53 - $96.8 $194K - $1.07M
11.1K $234K
WST
West Pharmaceutical Services Inc

Healthcare
710
New
$285.69 - $344.0 $203K - $244K
710 $232K
PEG
Public Service Enterprise Group Inc

Utilities
2.74K
New
$81.87 - $94.51 $224K - $259K
2.74K $231K
SRE
Sempra Energy

Utilities
2.64K
New
$80.81 - $94.77 $213K - $250K
2.64K $231K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.23K
New
$129.13 - $198.21 $159K - $244K
1.23K $228K
AJG
Arthur J. Gallagher & Co.

Financial Services
805
New
$278.49 - $315.16 $224K - $254K
805 $228K
RDY
Dr Reddys Laboratories LTD

Healthcare
14.2K
New
$13.99 - $79.75 $198K - $1.13M
14.2K $223K
CFG
Citizens Financial Group Inc

Financial Services
5.12K
New
$39.92 - $48.46 $204K - $248K
5.12K $223K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.63K
New
$82.28 - $117.52 $216K - $308K
2.63K $222K
FTNT
Fortinet, Inc.

Technology
2.34K
New
$76.49 - $99.21 $179K - $233K
2.34K $221K
TM
Toyota Motor Corp

Consumer Cyclical
1.13K
New
$169.2 - $199.52 $191K - $225K
1.13K $219K
ECL
Ecolab Inc.

Basic Materials
925
New
$234.32 - $261.43 $217K - $242K
925 $216K
EXC
Exelon Corp

Utilities
5.76K
New
$36.22 - $40.97 $209K - $236K
5.76K $216K
FAST
Fastenal CO

Industrials
3.01K
New
$69.99 - $84.35 $211K - $254K
3.01K $216K
MNST
Monster Beverage Corp

Consumer Defensive
4.12K
New
$49.24 - $56.38 $203K - $232K
4.12K $216K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.42K
New
$88.59 - $94.57 $215K - $229K
2.42K $215K
CCJ
Cameco Corp

Energy
4.12K
New
$48.64 - $61.14 $201K - $252K
4.12K $211K
CHT
Chunghwa Telecom CO LTD

Communication Services
5.53K
New
$37.24 - $39.29 $206K - $217K
5.53K $208K
XLY
Select Sector Spdr Consumer Di

ETFs
927
New
$194.8 - $239.43 $181K - $222K
927 $207K
MTD
Mettler Toledo International Inc

Healthcare
168
New
$1160.67 - $1498.12 $195K - $252K
168 $205K
MSTR
Microstrategy Inc

Technology
701
New
$162.69 - $473.83 $114K - $332K
701 $203K
SQ
Block, Inc.

Technology
2.39K
New
$65.06 - $98.92 $155K - $236K
2.39K $203K
RJF
Raymond James Financial Inc

Financial Services
1.31K
New
$123.0 - $170.1 $161K - $223K
1.31K $203K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
466
New
$338.38 - $446.21 $158K - $208K
466 $202K
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