Massey, Quick & Co
Latest statistics and disclosures from Simon Quick Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, SPYV, IWF, VUG, VTV, and represent 36.26% of Simon Quick Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$29M), IVV (+$12M), VUG (+$11M), VTV (+$11M), IJH (+$9.7M), IWF (+$9.5M), BJ (+$6.3M), VT, MSFT, SPY.
- Started 83 new stock positions in CP, CRWD, EXPE, CCJ, CBOE, SNPS, ILMN, CSGP, VSEC, HHH.
- Reduced shares in these 10 stocks: VTI, VWO, ACWI, AGG, IEFA, EEM, SPDW, BNDX, SPEM, DAVA.
- Sold out of its positions in IXC, TQQQ, RWT, XLY, SIRI, UMC, VTWG.
- Simon Quick Advisors was a net buyer of stock by $126M.
- Simon Quick Advisors has $1.3B in assets under management (AUM), dropping by 18.00%.
- Central Index Key (CIK): 0001692038
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Portfolio Holdings for Simon Quick Advisors
Simon Quick Advisors holds 419 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.4 | $139M | +2% | 267k | 523.07 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 7.3 | $97M | 1.9M | 50.10 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 6.6 | $88M | +12% | 262k | 337.05 |
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Vanguard Index Fds Growth Etf (VUG) | 6.4 | $86M | +15% | 250k | 344.20 |
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Vanguard Index Fds Value Etf (VTV) | 5.5 | $73M | +18% | 449k | 162.86 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 4.8 | $64M | 555k | 115.30 |
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Ishares Tr Core S&p500 Etf (IVV) | 3.7 | $49M | +32% | 94k | 525.73 |
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Apple (AAPL) | 2.9 | $39M | +4% | 229k | 171.48 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 2.7 | $36M | 201k | 179.11 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.7 | $36M | +12% | 321k | 110.50 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.5 | $34M | +621% | 70k | 480.70 |
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Amazon (AMZN) | 1.6 | $22M | +15% | 120k | 180.38 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $21M | -12% | 80k | 259.90 |
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Ishares Tr Short Treas Bd (SHV) | 1.6 | $21M | 188k | 110.54 |
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Microsoft Corporation (MSFT) | 1.5 | $20M | +21% | 46k | 420.72 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $17M | +2% | 341k | 50.17 |
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Bank of America Corporation (BAC) | 1.2 | $16M | -3% | 433k | 37.92 |
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Ishares Tr Blackrock Ultra (ICSH) | 1.1 | $15M | -4% | 288k | 50.56 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.1 | $14M | -4% | 278k | 50.45 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $12M | +381% | 201k | 60.74 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.9 | $11M | 18.00 | 634440.00 |
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Meta Platforms Cl A (META) | 0.8 | $11M | +13% | 23k | 485.57 |
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Hubbell (HUBB) | 0.8 | $11M | 26k | 415.06 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $11M | +4% | 25k | 420.52 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.7 | $9.9M | -15% | 133k | 74.22 |
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NVIDIA Corporation (NVDA) | 0.7 | $9.0M | +39% | 10k | 903.53 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $8.3M | +3% | 98k | 84.44 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.6 | $7.7M | +3% | 91k | 84.09 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $6.8M | +29% | 45k | 150.93 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $6.5M | -30% | 157k | 41.77 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $6.4M | 126k | 50.60 |
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Bj's Wholesale Club Holdings (BJ) | 0.5 | $6.3M | NEW | 83k | 75.65 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $5.6M | 34k | 164.35 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $5.2M | -4% | 88k | 58.65 |
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Ishares Core Msci Emkt (IEMG) | 0.4 | $5.0M | -13% | 97k | 51.60 |
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Alphabet Cap Stk Cl C (GOOG) | 0.4 | $5.0M | 33k | 152.26 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $4.7M | -9% | 36k | 131.24 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $4.4M | 19k | 228.59 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $4.4M | 16k | 270.80 |
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Morgan Stanley Com New (MS) | 0.3 | $4.4M | 46k | 94.16 |
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $4.3M | -28% | 119k | 35.84 |
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JPMorgan Chase & Co. (JPM) | 0.3 | $4.2M | +23% | 21k | 200.30 |
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Biohaven (BHVN) | 0.3 | $4.0M | 74k | 54.69 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $3.9M | 33k | 120.99 |
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Netflix (NFLX) | 0.3 | $3.9M | +15% | 6.5k | 607.33 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $3.9M | -37% | 40k | 97.94 |
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Ishares Tr Msci Usa Value (VLUE) | 0.3 | $3.7M | -21% | 35k | 108.31 |
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Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $3.6M | +3% | 12k | 300.08 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $3.6M | -7% | 21k | 175.27 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $3.6M | -18% | 45k | 80.63 |
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Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $3.6M | -20% | 67k | 53.39 |
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Eli Lilly & Co. (LLY) | 0.2 | $3.3M | +45% | 4.3k | 777.89 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $3.3M | -27% | 90k | 36.19 |
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Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $3.3M | 32k | 100.71 |
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $3.2M | 37k | 86.67 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $3.1M | -7% | 17k | 182.61 |
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Procore Technologies (PCOR) | 0.2 | $3.0M | -12% | 37k | 82.17 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $2.9M | -3% | 16k | 186.81 |
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Ishares Tr Select Divid Etf (DVY) | 0.2 | $2.9M | 23k | 123.18 |
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Ball Corporation (BALL) | 0.2 | $2.5M | 38k | 67.36 |
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Mastercard Incorporated Cl A (MA) | 0.2 | $2.5M | 5.2k | 481.58 |
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Adobe Systems Incorporated (ADBE) | 0.2 | $2.5M | +27% | 4.9k | 504.60 |
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $2.5M | -22% | 30k | 82.97 |
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Procter & Gamble Company (PG) | 0.2 | $2.5M | +11% | 15k | 162.24 |
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Johnson & Johnson (JNJ) | 0.2 | $2.5M | +12% | 16k | 158.19 |
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Pinnacle Financial Partners (PNFP) | 0.2 | $2.4M | -3% | 29k | 85.88 |
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Visa Com Cl A (V) | 0.2 | $2.4M | +32% | 8.7k | 279.08 |
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Martin Marietta Materials (MLM) | 0.2 | $2.4M | 4.0k | 613.92 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.4M | 12k | 210.30 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $2.4M | -17% | 31k | 77.31 |
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Home Depot (HD) | 0.2 | $2.3M | +14% | 5.9k | 383.58 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $2.2M | -36% | 46k | 49.19 |
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Broadcom (AVGO) | 0.2 | $2.1M | +23% | 1.6k | 1325.66 |
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $2.1M | -21% | 33k | 63.33 |
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.2 | $2.1M | -27% | 20k | 103.01 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.9M | 4.4k | 443.96 |
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $1.9M | +7% | 16k | 116.84 |
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Tesla Motors (TSLA) | 0.1 | $1.9M | +19% | 11k | 175.79 |
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Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $1.8M | 15k | 119.51 |
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Exxon Mobil Corporation (XOM) | 0.1 | $1.8M | +37% | 16k | 116.24 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.8M | 30k | 62.06 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.8M | -3% | 9.4k | 191.89 |
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Compass Cl A (COMP) | 0.1 | $1.8M | 498k | 3.60 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.8M | 6.7k | 260.71 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.7M | -60% | 15k | 110.13 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.6M | -6% | 22k | 72.63 |
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Linde SHS (LIN) | 0.1 | $1.6M | +6% | 3.4k | 464.30 |
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Crown Castle Intl (CCI) | 0.1 | $1.6M | +2% | 15k | 105.83 |
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Costco Wholesale Corporation (COST) | 0.1 | $1.5M | +20% | 2.1k | 732.75 |
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UnitedHealth (UNH) | 0.1 | $1.5M | +7% | 3.1k | 494.75 |
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General Electric Com New (GE) | 0.1 | $1.5M | +99% | 8.5k | 175.53 |
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Merck & Co (MRK) | 0.1 | $1.5M | +32% | 11k | 131.95 |
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Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.5M | +7% | 14k | 104.73 |
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Uber Technologies (UBER) | 0.1 | $1.4M | +26% | 19k | 76.99 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.4M | 18k | 79.86 |
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Walt Disney Company (DIS) | 0.1 | $1.4M | +28% | 12k | 122.36 |
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Copart (CPRT) | 0.1 | $1.4M | +45% | 24k | 57.92 |
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Abbvie (ABBV) | 0.1 | $1.4M | +21% | 7.6k | 182.11 |
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Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $1.4M | NEW | 13k | 106.46 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $1.4M | 14k | 102.76 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.4M | 5.9k | 235.77 |
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Chevron Corporation (CVX) | 0.1 | $1.4M | +69% | 8.6k | 157.74 |
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Endava Ads (DAVA) | 0.1 | $1.3M | -45% | 35k | 38.04 |
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Applied Materials (AMAT) | 0.1 | $1.3M | +124% | 6.4k | 206.22 |
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Authid (AUID) | 0.1 | $1.3M | +31% | 172k | 7.63 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.3M | 14k | 92.72 |
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Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.3M | 6.2k | 205.72 |
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salesforce (CRM) | 0.1 | $1.3M | +41% | 4.3k | 301.18 |
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Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.3M | -22% | 16k | 81.67 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $1.3M | -8% | 11k | 118.29 |
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Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.3M | 2.4k | 524.42 |
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $1.2M | 4.0k | 304.73 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.2M | -20% | 14k | 86.48 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.2M | -13% | 3.5k | 346.58 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.2M | 5.0k | 239.77 |
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International Business Machines (IBM) | 0.1 | $1.2M | +9% | 6.3k | 190.96 |
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Vanguard World Mega Cap Index (MGC) | 0.1 | $1.2M | 6.4k | 186.88 |
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Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.2M | 11k | 107.41 |
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Oracle Corporation (ORCL) | 0.1 | $1.1M | +174% | 9.0k | 125.61 |
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Automatic Data Processing (ADP) | 0.1 | $1.1M | 4.5k | 249.74 |
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Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.1M | -4% | 26k | 42.12 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.1M | -63% | 26k | 41.08 |
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Pepsi (PEP) | 0.1 | $1.0M | +48% | 5.9k | 175.01 |
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Becton, Dickinson and (BDX) | 0.1 | $1.0M | +2% | 4.1k | 247.45 |
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Coca-Cola Company (KO) | 0.1 | $1.0M | +86% | 17k | 61.18 |
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Booking Holdings (BKNG) | 0.1 | $1.0M | +7% | 280.00 | 3627.88 |
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AutoZone (AZO) | 0.1 | $1.0M | +2% | 318.00 | 3151.65 |
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Main Street Capital Corporation (MAIN) | 0.1 | $985k | 21k | 47.31 |
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Intuit (INTU) | 0.1 | $974k | +8% | 1.5k | 650.00 |
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Advanced Micro Devices (AMD) | 0.1 | $943k | +25% | 5.2k | 180.49 |
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Cisco Systems (CSCO) | 0.1 | $912k | +32% | 18k | 49.91 |
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Honeywell International (HON) | 0.1 | $908k | +58% | 4.4k | 205.24 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $906k | 15k | 61.05 |
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Cdw (CDW) | 0.1 | $887k | +9% | 3.5k | 255.80 |
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Lowe's Companies (LOW) | 0.1 | $885k | +175% | 3.5k | 254.74 |
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Philip Morris International (PM) | 0.1 | $880k | -5% | 9.6k | 91.62 |
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McDonald's Corporation (MCD) | 0.1 | $874k | +10% | 3.1k | 281.93 |
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Danaher Corporation (DHR) | 0.1 | $872k | +16% | 3.5k | 249.72 |
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Charles Schwab Corporation (SCHW) | 0.1 | $867k | +155% | 12k | 72.34 |
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Discover Financial Services (DFS) | 0.1 | $864k | +3% | 6.6k | 131.09 |
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Thermo Fisher Scientific (TMO) | 0.1 | $846k | +81% | 1.5k | 581.21 |
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Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $845k | 12k | 68.80 |
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Abbott Laboratories (ABT) | 0.1 | $828k | +21% | 7.3k | 113.66 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $801k | -10% | 9.8k | 81.78 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $796k | +9% | 18k | 43.35 |
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Select Sector Spdr Tr Technology (XLK) | 0.1 | $795k | -4% | 3.8k | 208.26 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $794k | -12% | 3.2k | 249.84 |
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Morningstar (MORN) | 0.1 | $782k | 2.5k | 308.40 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $759k | +7% | 782.00 | 970.49 |
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Wal-Mart Stores (WMT) | 0.1 | $758k | +281% | 13k | 60.17 |
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Pfizer (PFE) | 0.1 | $730k | +73% | 26k | 27.75 |
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Servicenow (NOW) | 0.1 | $723k | +2% | 948.00 | 762.40 |
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Mp Materials Corp Com Cl A (MP) | 0.1 | $708k | 50k | 14.30 |
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Brown & Brown (BRO) | 0.1 | $704k | 8.0k | 87.54 |
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Tempur-Pedic International (TPX) | 0.1 | $696k | +9% | 12k | 56.82 |
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Qualcomm (QCOM) | 0.1 | $688k | +128% | 4.1k | 169.30 |
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Chubb (CB) | 0.1 | $687k | +193% | 2.7k | 259.13 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $686k | -38% | 2.4k | 288.07 |
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Novo-nordisk A S Adr (NVO) | 0.1 | $680k | +69% | 5.3k | 128.40 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $678k | 1.2k | 556.38 |
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Live Nation Entertainment (LYV) | 0.1 | $678k | +18% | 6.4k | 105.77 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $677k | -4% | 8.4k | 80.51 |
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Palo Alto Networks (PANW) | 0.1 | $672k | +3% | 2.4k | 284.13 |
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Amgen (AMGN) | 0.1 | $671k | +8% | 2.4k | 284.27 |
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Verizon Communications (VZ) | 0.1 | $670k | +20% | 16k | 41.96 |
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Omega Healthcare Investors (OHI) | 0.0 | $666k | 21k | 31.67 |
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Intuitive Surgical Com New (ISRG) | 0.0 | $657k | +19% | 1.6k | 399.09 |
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Regeneron Pharmaceuticals (REGN) | 0.0 | $655k | +51% | 680.00 | 962.49 |
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United Parcel Service CL B (UPS) | 0.0 | $653k | +7% | 4.4k | 148.64 |
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Castle Biosciences (CSTL) | 0.0 | $644k | 29k | 22.15 |
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Marathon Petroleum Corp (MPC) | 0.0 | $642k | +25% | 3.2k | 201.49 |
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Union Pacific Corporation (UNP) | 0.0 | $627k | +13% | 2.6k | 245.95 |
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Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $625k | 12k | 50.86 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $625k | +3% | 8.2k | 75.98 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $622k | +13% | 1.6k | 397.63 |
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S&p Global (SPGI) | 0.0 | $612k | +17% | 1.4k | 425.46 |
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At&t (T) | 0.0 | $601k | +14% | 34k | 17.60 |
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Coinbase Global Com Cl A (COIN) | 0.0 | $600k | -30% | 2.3k | 265.12 |
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Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $599k | -4% | 7.9k | 76.19 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $597k | 15k | 39.02 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $580k | +59% | 1.4k | 418.01 |
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Tko Group Holdings Cl A (TKO) | 0.0 | $578k | +20% | 6.7k | 86.41 |
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Amphenol Corp Cl A (APH) | 0.0 | $574k | -8% | 5.0k | 115.35 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $572k | -39% | 7.0k | 81.42 |
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Blackstone Group Inc Com Cl A (BX) | 0.0 | $572k | +9% | 4.4k | 131.37 |
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Tractor Supply Company (TSCO) | 0.0 | $571k | +44% | 2.2k | 261.75 |
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Fiserv (FI) | 0.0 | $560k | NEW | 3.5k | 159.82 |
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Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $558k | 9.5k | 58.85 |
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Boeing Company (BA) | 0.0 | $556k | +49% | 2.9k | 192.99 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $555k | 4.1k | 135.04 |
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Kkr & Co (KKR) | 0.0 | $545k | NEW | 5.4k | 100.59 |
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Texas Instruments Incorporated (TXN) | 0.0 | $545k | +28% | 3.1k | 174.24 |
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Progressive Corporation (PGR) | 0.0 | $544k | +23% | 2.6k | 206.82 |
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Stryker Corporation (SYK) | 0.0 | $541k | +30% | 1.5k | 357.87 |
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Shell Spon Ads (SHEL) | 0.0 | $528k | 7.9k | 67.04 |
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Ceridian Hcm Hldg (DAY) | 0.0 | $526k | +20% | 7.9k | 66.21 |
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Zillow Group Cl A (ZG) | 0.0 | $525k | 11k | 47.86 |
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Scientific Games (LNW) | 0.0 | $521k | -10% | 5.1k | 102.09 |
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Ptc (PTC) | 0.0 | $515k | NEW | 2.7k | 188.94 |
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Colgate-Palmolive Company (CL) | 0.0 | $511k | +5% | 5.7k | 90.05 |
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Williams Companies (WMB) | 0.0 | $509k | NEW | 13k | 38.97 |
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Bwx Technologies (BWXT) | 0.0 | $497k | NEW | 4.8k | 102.62 |
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Jacobs Engineering Group (J) | 0.0 | $496k | +40% | 3.2k | 153.73 |
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Core & Main Cl A (CNM) | 0.0 | $496k | +59% | 8.7k | 57.25 |
|
Middleby Corporation (MIDD) | 0.0 | $496k | +33% | 3.1k | 160.79 |
|
Deckers Outdoor Corporation (DECK) | 0.0 | $493k | NEW | 524.00 | 941.26 |
|
Pinterest Cl A (PINS) | 0.0 | $492k | +6% | 14k | 34.67 |
|
Cme (CME) | 0.0 | $491k | NEW | 2.3k | 215.31 |
|
Wabtec Corporation (WAB) | 0.0 | $484k | +14% | 3.3k | 145.68 |
|
Lululemon Athletica (LULU) | 0.0 | $477k | +2% | 1.2k | 390.65 |
|
Motorola Solutions Com New (MSI) | 0.0 | $475k | NEW | 1.3k | 354.98 |
|
Wells Fargo & Company (WFC) | 0.0 | $474k | +31% | 8.2k | 57.96 |
|
Graphic Packaging Holding Company (GPK) | 0.0 | $468k | NEW | 16k | 29.18 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $466k | +7% | 3.4k | 136.05 |
|
Parsons Corporation (PSN) | 0.0 | $465k | NEW | 5.6k | 82.95 |
|
ConocoPhillips (COP) | 0.0 | $460k | +24% | 3.6k | 127.27 |
|
Spdr Ser Tr Ftse Int Gvt Etf (WIP) | 0.0 | $457k | -20% | 11k | 39.98 |
|
Intel Corporation (INTC) | 0.0 | $453k | +47% | 10k | 44.17 |
|
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $452k | -49% | 6.9k | 65.87 |
|
Cigna Corp (CI) | 0.0 | $450k | +33% | 1.2k | 363.16 |
|
TJX Companies (TJX) | 0.0 | $449k | +34% | 4.4k | 101.42 |
|
Entegris (ENTG) | 0.0 | $448k | -13% | 3.2k | 140.53 |
|
Metropcs Communications (TMUS) | 0.0 | $444k | +29% | 2.7k | 163.22 |
|
Cameco Corporation (CCJ) | 0.0 | $444k | NEW | 10k | 43.32 |
|
Golub Capital BDC (GBDC) | 0.0 | $440k | +2% | 27k | 16.63 |
|
Nvent Electric SHS (NVT) | 0.0 | $432k | NEW | 5.7k | 75.40 |
|
CBOE Holdings (CBOE) | 0.0 | $429k | NEW | 2.3k | 183.73 |
|
Synopsys (SNPS) | 0.0 | $428k | NEW | 748.00 | 571.50 |
|
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $427k | 8.5k | 50.28 |
|
|
Airbnb Com Cl A (ABNB) | 0.0 | $426k | +13% | 2.6k | 164.96 |
|
Caterpillar (CAT) | 0.0 | $422k | +44% | 1.2k | 366.53 |
|
Eaton Corp SHS (ETN) | 0.0 | $421k | +19% | 1.3k | 312.70 |
|
Raytheon Technologies Corp (RTX) | 0.0 | $420k | +52% | 4.3k | 97.53 |
|
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $417k | 12k | 35.80 |
|
|
Hilton Worldwide Holdings (HLT) | 0.0 | $415k | +14% | 1.9k | 213.31 |
|
Electronic Arts (EA) | 0.0 | $414k | +4% | 3.1k | 132.67 |
|
Chipotle Mexican Grill (CMG) | 0.0 | $413k | -6% | 142.00 | 2906.77 |
|
Kla Corp Com New (KLAC) | 0.0 | $411k | +13% | 588.00 | 698.61 |
|
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $409k | 4.0k | 101.50 |
|
|
L3harris Technologies (LHX) | 0.0 | $404k | NEW | 1.9k | 213.14 |
|
Paychex (PAYX) | 0.0 | $400k | +11% | 3.3k | 122.81 |
|
Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $399k | 6.1k | 65.60 |
|
|
Ishares Tr Msci China Etf (MCHI) | 0.0 | $397k | 10k | 39.73 |
|
|
CSX Corporation (CSX) | 0.0 | $395k | +13% | 11k | 37.07 |
|
Eagle Materials (EXP) | 0.0 | $392k | NEW | 1.4k | 271.75 |
|
Select Sector Spdr Tr Energy (XLE) | 0.0 | $387k | -33% | 4.1k | 94.41 |
|
Illinois Tool Works (ITW) | 0.0 | $385k | +11% | 1.4k | 268.34 |
|
Intercontinental Exchange (ICE) | 0.0 | $380k | +20% | 2.8k | 137.43 |
|
Trimble Navigation (TRMB) | 0.0 | $373k | +53% | 5.8k | 64.36 |
|
Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $373k | 7.4k | 50.29 |
|
|
MGM Resorts International. (MGM) | 0.0 | $372k | NEW | 7.9k | 47.21 |
|
CoStar (CSGP) | 0.0 | $372k | NEW | 3.8k | 96.60 |
|
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $368k | 9.6k | 38.47 |
|
|
Zoetis Cl A (ZTS) | 0.0 | $365k | +3% | 2.2k | 169.21 |
|
Paypal Holdings (PYPL) | 0.0 | $365k | +39% | 5.5k | 66.99 |
|
Workday Cl A (WDAY) | 0.0 | $365k | +41% | 1.3k | 272.75 |
|
Goldman Sachs (GS) | 0.0 | $364k | +31% | 872.00 | 417.85 |
|
Lam Research Corporation (LRCX) | 0.0 | $356k | +19% | 366.00 | 971.61 |
|
Cheniere Energy Com New (LNG) | 0.0 | $349k | 2.2k | 161.29 |
|
|
Northrop Grumman Corporation (NOC) | 0.0 | $346k | +5% | 723.00 | 478.66 |
|
Msci (MSCI) | 0.0 | $345k | +20% | 616.00 | 560.54 |
|
IDEXX Laboratories (IDXX) | 0.0 | $343k | -11% | 635.00 | 539.93 |
|
Deere & Company (DE) | 0.0 | $342k | +35% | 833.00 | 410.75 |
|
Sherwin-Williams Company (SHW) | 0.0 | $342k | +16% | 984.00 | 347.33 |
|
Micron Technology (MU) | 0.0 | $341k | NEW | 2.9k | 117.89 |
|
Vulcan Materials Company (VMC) | 0.0 | $337k | +8% | 1.2k | 272.92 |
|
Monster Beverage Corp (MNST) | 0.0 | $337k | NEW | 5.7k | 59.28 |
|
Crane Company Common Stock (CR) | 0.0 | $337k | NEW | 2.5k | 135.13 |
|
Lauder Estee Cos Cl A (EL) | 0.0 | $336k | +18% | 2.2k | 154.15 |
|
Citigroup Com New (C) | 0.0 | $335k | +34% | 5.3k | 63.24 |
|
Msa Safety Inc equity (MSA) | 0.0 | $332k | NEW | 1.7k | 193.59 |
|
Mondelez Intl Cl A (MDLZ) | 0.0 | $331k | +18% | 4.7k | 69.99 |
|
Signet Jewelers SHS (SIG) | 0.0 | $330k | +10% | 3.3k | 100.07 |
|
PerkinElmer (RVTY) | 0.0 | $328k | -2% | 3.1k | 105.00 |
|
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $327k | -14% | 2.8k | 114.95 |
|
Quanta Services (PWR) | 0.0 | $323k | NEW | 1.2k | 259.80 |
|
Steris Shs Usd (STE) | 0.0 | $322k | +52% | 1.4k | 224.85 |
|
Wright Express (WEX) | 0.0 | $322k | NEW | 1.4k | 237.53 |
|
Laboratory Corp Amer Hldgs Com New | 0.0 | $320k | NEW | 1.5k | 218.46 |
|
Caci Intl Cl A (CACI) | 0.0 | $320k | NEW | 844.00 | 378.83 |
|
Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $318k | 3.0k | 105.86 |
|
|
Paccar (PCAR) | 0.0 | $316k | +10% | 2.6k | 123.89 |
|
Astrazeneca Sponsored Adr (AZN) | 0.0 | $312k | +6% | 4.6k | 67.75 |
|
Shopify Cl A (SHOP) | 0.0 | $311k | NEW | 4.0k | 77.17 |
|
Ishares Tr S&p 100 Etf (OEF) | 0.0 | $309k | 1.3k | 247.45 |
|
|
Teledyne Technologies Incorporated (TDY) | 0.0 | $309k | +12% | 720.00 | 429.32 |
|
Rollins (ROL) | 0.0 | $308k | -11% | 6.7k | 46.27 |
|
Starbucks Corporation (SBUX) | 0.0 | $308k | +47% | 3.4k | 91.38 |
|
Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $307k | 6.5k | 47.06 |
|
|
American Express Company (AXP) | 0.0 | $307k | NEW | 1.3k | 227.73 |
|
Rb Global (RBA) | 0.0 | $305k | 4.0k | 76.17 |
|
|
Toro Company (TTC) | 0.0 | $304k | +9% | 3.3k | 91.64 |
|
Service Corporation International (SCI) | 0.0 | $302k | +8% | 4.1k | 74.21 |
|
Canadian Natural Resources (CNQ) | 0.0 | $302k | 4.0k | 76.31 |
|
|
Bristol Myers Squibb (BMY) | 0.0 | $301k | NEW | 5.6k | 54.23 |
|
Curtiss-Wright (CW) | 0.0 | $301k | NEW | 1.2k | 255.94 |
|
Flex Ord (FLEX) | 0.0 | $298k | NEW | 10k | 28.61 |
|
Vicor Corporation (VICR) | 0.0 | $297k | 7.8k | 38.24 |
|
|
Clean Harbors (CLH) | 0.0 | $297k | -2% | 1.5k | 201.31 |
|
EOG Resources (EOG) | 0.0 | $297k | 2.3k | 127.86 |
|
|
Hewlett Packard Enterprise (HPE) | 0.0 | $295k | NEW | 17k | 17.73 |
|
Select Sector Spdr Tr Indl (XLI) | 0.0 | $293k | 2.3k | 125.95 |
|
|
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $293k | 9.3k | 31.62 |
|
|
Perrigo SHS (PRGO) | 0.0 | $290k | NEW | 9.0k | 32.19 |
|
FedEx Corporation (FDX) | 0.0 | $290k | NEW | 999.00 | 289.75 |
|
Vail Resorts (MTN) | 0.0 | $288k | -25% | 1.3k | 222.79 |
|
Autodesk (ADSK) | 0.0 | $288k | NEW | 1.1k | 260.42 |
|
Nextera Energy (NEE) | 0.0 | $288k | +28% | 4.5k | 63.91 |
|
SYSCO Corporation (SYY) | 0.0 | $288k | +6% | 3.5k | 81.18 |
|
Everest Re Group (EG) | 0.0 | $287k | NEW | 723.00 | 397.50 |
|
MetLife (MET) | 0.0 | $281k | NEW | 3.8k | 74.11 |
|
Advance Auto Parts (AAP) | 0.0 | $280k | NEW | 3.3k | 85.09 |
|
Expedia Group Com New (EXPE) | 0.0 | $280k | NEW | 2.0k | 137.75 |
|
Expeditors International of Washington (EXPD) | 0.0 | $279k | NEW | 2.3k | 121.58 |
|
Howard Hughes Holdings (HHH) | 0.0 | $278k | NEW | 3.8k | 72.62 |
|
Sp Plus | 0.0 | $276k | NEW | 5.3k | 52.22 |
|
Verra Mobility Corp Cl A Com Stk (VRRM) | 0.0 | $275k | NEW | 11k | 24.97 |
|
CVS Caremark Corporation (CVS) | 0.0 | $275k | +21% | 3.4k | 79.77 |
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $275k | -7% | 4.2k | 65.65 |
|
Analog Devices (ADI) | 0.0 | $274k | NEW | 1.4k | 197.81 |
|
Utz Brands Com Cl A (UTZ) | 0.0 | $274k | 15k | 18.44 |
|
|
Edison International (EIX) | 0.0 | $273k | NEW | 3.9k | 70.73 |
|
Warner Music Group Corp Com Cl A (WMG) | 0.0 | $273k | 8.3k | 33.02 |
|
|
AFLAC Incorporated (AFL) | 0.0 | $271k | +7% | 3.2k | 85.86 |
|
Boston Scientific Corporation (BSX) | 0.0 | $270k | NEW | 3.9k | 68.49 |
|
Watsco, Incorporated (WSO) | 0.0 | $270k | +11% | 624.00 | 432.04 |
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $267k | +3% | 5.4k | 49.24 |
|
Baker Hughes Company Cl A (BKR) | 0.0 | $267k | NEW | 8.0k | 33.50 |
|
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $266k | 11k | 25.25 |
|
|
ResMed (RMD) | 0.0 | $263k | +7% | 1.3k | 198.03 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $261k | NEW | 813.00 | 320.59 |
|
Allstate Corporation (ALL) | 0.0 | $261k | NEW | 1.5k | 173.04 |
|
Prologis (PLD) | 0.0 | $260k | NEW | 2.0k | 130.25 |
|
Phillips 66 (PSX) | 0.0 | $256k | NEW | 1.6k | 163.35 |
|
VSE Corporation (VSEC) | 0.0 | $256k | NEW | 3.2k | 80.00 |
|
Bank of New York Mellon Corporation (BK) | 0.0 | $255k | +11% | 4.4k | 57.63 |
|
Illumina (ILMN) | 0.0 | $253k | NEW | 1.8k | 137.32 |
|
Bio-techne Corporation (TECH) | 0.0 | $253k | +16% | 3.6k | 70.39 |
|
Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $253k | +13% | 21k | 12.24 |
|
Block Cl A (SQ) | 0.0 | $251k | NEW | 3.0k | 84.58 |
|
Invesco Van Kampen Muni Opp Trust (VMO) | 0.0 | $251k | +11% | 26k | 9.73 |
|
Invesco Van Kampen Municipal Trust (VKQ) | 0.0 | $250k | +13% | 26k | 9.70 |
|
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $250k | 3.3k | 76.37 |
|
|
Xcel Energy (XEL) | 0.0 | $249k | -5% | 4.6k | 53.75 |
|
BlackRock MuniHoldings Fund (MHD) | 0.0 | $249k | +11% | 21k | 12.08 |
|
Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $249k | +14% | 22k | 11.46 |
|
Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.0 | $248k | +11% | 25k | 9.86 |
|
Cadence Design Systems (CDNS) | 0.0 | $248k | NEW | 795.00 | 311.28 |
|
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $247k | +15% | 22k | 11.07 |
|
Pool Corporation (POOL) | 0.0 | $247k | +12% | 612.00 | 403.50 |
|
Inspired Entmt (INSE) | 0.0 | $247k | 25k | 9.86 |
|
|
Blackrock Muniyield Quality Fund (MQY) | 0.0 | $245k | +7% | 20k | 12.25 |
|
F5 Networks (FFIV) | 0.0 | $245k | 1.3k | 189.59 |
|
|
Consolidated Edison (ED) | 0.0 | $244k | -7% | 2.7k | 90.81 |
|
Match Group (MTCH) | 0.0 | $244k | NEW | 6.7k | 36.28 |
|
Crane Holdings (CXT) | 0.0 | $243k | NEW | 3.9k | 61.90 |
|
Arista Networks (ANET) | 0.0 | $242k | NEW | 836.00 | 289.98 |
|
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $242k | +223% | 2.8k | 86.18 |
|
Casey's General Stores (CASY) | 0.0 | $240k | NEW | 754.00 | 318.45 |
|
Devon Energy Corporation (DVN) | 0.0 | $236k | NEW | 4.7k | 50.17 |
|
Cion Invt Corp (CION) | 0.0 | $236k | +4% | 21k | 11.00 |
|
Target Corporation (TGT) | 0.0 | $236k | NEW | 1.3k | 177.25 |
|
Amdocs SHS (DOX) | 0.0 | $235k | +3% | 2.6k | 90.37 |
|
Primo Water (PRMW) | 0.0 | $235k | NEW | 13k | 18.21 |
|
American Tower Reit (AMT) | 0.0 | $232k | -32% | 1.2k | 197.59 |
|
Ishares Bitcoin Tr SHS (IBIT) | 0.0 | $228k | NEW | 5.6k | 40.47 |
|
McKesson Corporation (MCK) | 0.0 | $228k | NEW | 425.00 | 536.88 |
|
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $226k | -50% | 5.4k | 42.14 |
|
Itt (ITT) | 0.0 | $224k | -7% | 1.6k | 136.03 |
|
Lockheed Martin Corporation (LMT) | 0.0 | $223k | +3% | 491.00 | 454.97 |
|
Gilead Sciences (GILD) | 0.0 | $223k | +4% | 3.0k | 73.25 |
|
Marsh & McLennan Companies (MMC) | 0.0 | $223k | NEW | 1.1k | 205.99 |
|
Trane Technologies SHS (TT) | 0.0 | $219k | NEW | 729.00 | 300.21 |
|
Medtronic SHS (MDT) | 0.0 | $219k | NEW | 2.5k | 87.14 |
|
Emerson Electric (EMR) | 0.0 | $216k | NEW | 1.9k | 113.42 |
|
Canadian Pacific Kansas City (CP) | 0.0 | $215k | NEW | 2.4k | 88.18 |
|
TransDigm Group Incorporated (TDG) | 0.0 | $213k | NEW | 173.00 | 1231.60 |
|
First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $211k | NEW | 129.00 | 1635.18 |
|
General Motors Company (GM) | 0.0 | $210k | NEW | 4.6k | 45.35 |
|
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $210k | -57% | 3.6k | 58.07 |
|
Cnh Indl N V SHS (CNH) | 0.0 | $207k | NEW | 16k | 12.96 |
|
Hca Holdings (HCA) | 0.0 | $207k | NEW | 620.00 | 333.54 |
|
Janus International Group In Common Stock (JBI) | 0.0 | $207k | 14k | 15.13 |
|
|
Roper Industries (ROP) | 0.0 | $204k | NEW | 364.00 | 560.85 |
|
Toyota Motor Corp Ads (TM) | 0.0 | $204k | NEW | 809.00 | 251.68 |
|
Nike CL B (NKE) | 0.0 | $203k | +6% | 2.2k | 93.98 |
|
Altria (MO) | 0.0 | $203k | NEW | 4.7k | 43.62 |
|
Southern Company (SO) | 0.0 | $202k | NEW | 2.8k | 71.74 |
|
Moelis & Co Cl A (MC) | 0.0 | $200k | NEW | 3.5k | 56.77 |
|
JetBlue Airways Corporation (JBLU) | 0.0 | $196k | +60% | 27k | 7.42 |
|
Pearson Sponsored Adr (PSO) | 0.0 | $188k | 14k | 13.16 |
|
|
Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $160k | +16% | 13k | 12.15 |
|
Enovix Corp (ENVX) | 0.0 | $157k | -63% | 20k | 8.01 |
|
Blackrock Muniyield Fund (MYD) | 0.0 | $156k | +8% | 14k | 11.06 |
|
BlackRock Insured Municipal Income Trust (BYM) | 0.0 | $156k | +9% | 13k | 11.60 |
|
Western Asset Managed Municipals Fnd (MMU) | 0.0 | $155k | +12% | 15k | 10.45 |
|
Pimco Municipal Income Fund II (PML) | 0.0 | $154k | +15% | 18k | 8.50 |
|
Blackrock Mun Income Tr Sh Ben Int (BFK) | 0.0 | $154k | +11% | 15k | 10.33 |
|
Wipro Spon Adr 1 Sh (WIT) | 0.0 | $154k | +12% | 27k | 5.75 |
|
BlackRock Municipal Income Trust II (BLE) | 0.0 | $154k | +9% | 14k | 10.86 |
|
BlackRock MuniYield Michigan Insured Fnd (MIY) | 0.0 | $154k | +10% | 13k | 11.51 |
|
Pimco Municipal Income Fund III (PMX) | 0.0 | $153k | +12% | 21k | 7.47 |
|
Blackrock Muniholdings Insured Fund II (MUE) | 0.0 | $153k | +13% | 15k | 10.18 |
|
Blackrock N Y Mun Income Tru Sh Ben Int (BNY) | 0.0 | $153k | +8% | 14k | 10.60 |
|
BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.0 | $153k | +12% | 13k | 11.63 |
|
Invesco Advantage Mun Income Sh Ben Int (VKI) | 0.0 | $153k | +11% | 18k | 8.50 |
|
Putnam Mun Opportunities Tr Sh Ben Int (PMO) | 0.0 | $150k | +11% | 15k | 10.16 |
|
Lanzatech Global (LNZA) | 0.0 | $125k | 40k | 3.10 |
|
|
Eaton Vance Muni Income Trus Sh Ben Int (EVN) | 0.0 | $112k | 11k | 10.25 |
|
|
Satellogic Class A Ord Shs (SATL) | 0.0 | $100k | 59k | 1.70 |
|
|
Nexgel (NXGL) | 0.0 | $98k | 36k | 2.73 |
|
|
Pimco CA Municipal Income Fund (PCQ) | 0.0 | $97k | NEW | 10k | 9.36 |
|
Pimco CA Muni. Income Fund II (PCK) | 0.0 | $96k | +15% | 17k | 5.77 |
|
Smartrent Com Cl A (SMRT) | 0.0 | $68k | 25k | 2.68 |
|
|
Athira Pharma (ATHA) | 0.0 | $56k | 21k | 2.74 |
|
|
Adaptimmune Therapeutics Sponds Adr (ADAP) | 0.0 | $47k | 30k | 1.58 |
|
|
Plug Power Com New (PLUG) | 0.0 | $44k | +9% | 13k | 3.44 |
|
Opendoor Technologies (OPEN) | 0.0 | $33k | +2% | 11k | 3.03 |
|
Nikola Corp (NKLA) | 0.0 | $10k | NEW | 10k | 1.04 |
|
Past Filings by Simon Quick Advisors
SEC 13F filings are viewable for Simon Quick Advisors going back to 2016
- Simon Quick Advisors 2024 Q1 filed April 19, 2024
- Simon Quick Advisors 2023 Q4 filed Jan. 16, 2024
- Simon Quick Advisors 2023 Q3 filed Oct. 24, 2023
- Simon Quick Advisors 2023 Q2 filed Aug. 1, 2023
- Simon Quick Advisors 2023 Q1 filed May 15, 2023
- Simon Quick Advisors 2022 Q4 filed Jan. 30, 2023
- Simon Quick Advisors 2022 Q3 filed Nov. 7, 2022
- Simon Quick Advisors 2022 Q2 filed Aug. 8, 2022
- Simon Quick Advisors 2022 Q1 filed May 5, 2022
- Simon Quick Advisors 2021 Q4 filed Feb. 8, 2022
- Simon Quick Advisors 2021 Q3 filed Oct. 27, 2021
- Simon Quick Advisors 2021 Q2 filed July 21, 2021
- Simon Quick Advisors 2021 Q1 filed May 6, 2021
- Simon Quick Advisors 2020 Q4 filed Jan. 27, 2021
- Simon Quick Advisors 2020 Q3 filed Oct. 26, 2020
- Simon Quick Advisors 2020 Q2 filed Aug. 4, 2020