| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 31 | Q2 2024 | 19.4% |
| ISHARES TR | 31 | Q2 2024 | 10.6% |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 31 | Q2 2024 | 12.6% |
| ISHARES TR | 31 | Q2 2024 | 14.2% |
| BK OF AMERICA CORP | 31 | Q2 2024 | 7.4% |
| ISHARES TR | 31 | Q2 2024 | 9.6% |
| VANGUARD VALUE INDEX FUND | 31 | Q2 2024 | 6.3% |
| VANGUARD WHITEHALL FDS | 31 | Q2 2024 | 14.1% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | 31 | Q2 2024 | 4.4% |
| APPLE INC COM | 31 | Q2 2024 | 3.8% |
View SIMON QUICK ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-02 |
| N-PX | 2024-07-24 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-08 |
View SIMON QUICK ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.