SQ

SIMON QUICK ADVISORS, LLC

13F
SIMON QUICK ADVISORS, LLC
Last update 2025-04-15 611 Stocks (138 new)
Value $1.76 Bil Turnover 10 %
Countries:
SIMON QUICK ADVISORS, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
266,917
149,310.8
+2.28%
8.500
+0.19%
0.030
+22.72%
+7.92%
648,753.6
 
VUG
Vanguard Growth ETF
284,943
105,662.5
+1.61%
6.010
+0.10%
0.070
+31.56%
+9.91%
165,246.7
 
VTV
Vanguard Value ETF
570,689
98,580.8
+4.72%
5.610
+0.25%
0.070
+12.38%
+5.99%
133,164.7
 
SPYV
SPDR Portfolio S&P 500 Value ETF
1,796,140
91,728.9
-5.42%
5.220
-0.32%
0.360
+13.99%
+4.28%
26,924.0
 
IWF
iShares Russell 1000 Growth ETF
248,816
89,844.9
-3.06%
5.110
-0.19%
0.090
+31.06%
+8.64%
113,683.8
 
JAAA
Janus Henderson AAA CLO ETF
1,560,781
79,147.2
+44.05%
4.500
+1.38%
0.370
+2.20%
+2.64%
22,841.5
 
AAPL
Apple Inc
339,344
75,378.6
+16.50%
4.290
+0.61%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware
VOO
Vanguard S&P 500 ETF
129,619
66,612.4
+10.89%
3.790
+0.37%
0.010
+22.73%
+7.97%
658,032.1
 
IVV
iShares Core S&P 500 ETF
112,729
63,342.6
-6.66%
3.600
-0.28%
0.010
+22.72%
+7.98%
636,566.3
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
486,698
59,382.0
-11.07%
3.380
-0.47%
0.090
+22.97%
+7.51%
72,322.8
 

SIMON QUICK ADVISORS, LLC's Historical Top Holdings Breakdowns

SIMON QUICK ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
Add
Add
+1.38%
50.48 ($50.78) 51.04
$50.68
-0.20%
Add 44.05%
1,560,781
477,250
AAPL
Apple Inc
2025-03-31
Add
Add
+0.61%
209.68 ($231.67) 247.1
$212.48
-8.28%
Add 16.5%
339,344
48,058
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-03-31
Reduce
Reduce
-0.47%
120.29 ($128.89) 134.6
$137.47
6.66%
Reduce -11.07%
486,698
-60,594
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.40%
190.26 ($217) 242.06
$229.30
5.67%
Add 24.04%
191,715
37,162
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.37%
507.05 ($540.58) 563.67
$577.95
6.91%
Add 10.89%
129,619
12,725
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Reduce
Reduce
-0.32%
49.78 ($51.86) 53.19
$52.88
1.97%
Reduce -5.42%
1,796,140
-102,873
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.28%
554.06 ($590.51) 615.85
$631.73
6.98%
Reduce -6.66%
112,729
-8,041
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.25%
375.39 ($407.71) 447.2
$510.06
25.10%
Add 19.24%
72,198
11,647
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.25%
167.73 ($174.39) 179.21
$177.43
1.74%
Add 4.72%
570,689
25,698
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Reduce
Reduce
-0.19%
360.07 ($394.62) 417.26
$435.40
10.33%
Reduce -3.06%
248,816
-7,858

SIMON QUICK ADVISORS, LLC Total Holding History ($B)

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SIMON QUICK ADVISORS, LLC's Asset Allocation

To

SIMON QUICK ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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SIMON QUICK ADVISORS, LLC's Hypothetical Growth since 2025-03-31

SIMON QUICK ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SIMON QUICK ADVISORS, LLC's Holdings Heat Map

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