$1.08 Billion is the total value of SIMON QUICK ADVISORS, LLC's 285 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 16.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $87,688,280 | +13.0% | 2,029,821 | +6.5% | 8.10% | -3.8% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $69,883,769 | +29.1% | 253,957 | +14.6% | 6.45% | +9.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $65,283,853 | +22.7% | 230,718 | +8.2% | 6.03% | +4.5% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $54,111,067 | +26.2% | 553,057 | +16.8% | 5.00% | +7.5% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $52,957,969 | +18.0% | 372,681 | +14.7% | 4.89% | +0.5% |
| AAPL | Buy | APPLE INC | $41,522,298 | +18.6% | 214,066 | +0.9% | 3.83% | +1.1% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $36,092,725 | +5.7% | 228,681 | +2.0% | 3.33% | -9.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $30,261,796 | +32.0% | 67,896 | +21.7% | 2.79% | +12.4% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $26,534,935 | +21.5% | 273,612 | +15.4% | 2.45% | +3.5% |
| SHV | Buy | ISHARES TRshort treas bd | $20,812,646 | +211.0% | 188,435 | +211.1% | 1.92% | +164.7% |
| BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $19,676,780 | +122.4% | 38 | +100.0% | 1.82% | +89.5% |
| ICSH | Buy | ISHARES TRblackrock ultra | $16,299,450 | +88.8% | 324,045 | +88.6% | 1.50% | +60.8% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $15,807,259 | +84.1% | 315,262 | +84.8% | 1.46% | +56.8% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $14,431,169 | +22.8% | 312,498 | +20.1% | 1.33% | +4.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $13,746,034 | +21.8% | 52,570 | +16.5% | 1.27% | +3.8% |
| BAC | Buy | BANK AMERICA CORP | $12,990,555 | +0.6% | 452,790 | +0.2% | 1.20% | -14.4% |
| AMZN | Buy | AMAZON COM INC | $12,588,213 | +27.9% | 96,565 | +1.3% | 1.16% | +8.9% |
| MSFT | Buy | MICROSOFT CORP | $12,130,814 | +20.1% | 35,622 | +1.7% | 1.12% | +2.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $8,853,639 | +20.1% | 217,641 | +19.2% | 0.82% | +2.3% |
| HUBB | Buy | HUBBELL INC | $8,494,264 | +36.6% | 25,619 | +0.2% | 0.78% | +16.3% |
| DDOG | New | DATADOG INC | $7,645,700 | – | 77,716 | +100.0% | 0.71% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $5,596,151 | +14.7% | 16,411 | +3.9% | 0.52% | -2.3% |
| FB | Buy | META PLATFORMS INCcl a | $5,419,330 | +38.3% | 18,884 | +2.1% | 0.50% | +17.6% |
| MP | Buy | MP MATERIALS CORP | $5,218,242 | +2087.0% | 228,070 | +2594.6% | 0.48% | +1753.8% |
| SGOV | Buy | ISHARES TR0-3 mnth treasry | $4,998,904 | +4.9% | 49,676 | +4.8% | 0.46% | -10.6% |
| VOO | Buy | VANGUARD INDEX FDS | $4,590,607 | +53.8% | 11,271 | +42.0% | 0.42% | +30.9% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $4,574,747 | +37.4% | 33,920 | +26.4% | 0.42% | +16.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,938,010 | +22.4% | 32,899 | +6.1% | 0.36% | +4.3% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $3,906,012 | +200.4% | 53,787 | +202.7% | 0.36% | +156.0% |
| MS | Buy | MORGAN STANLEY | $3,897,396 | -2.7% | 45,637 | +0.1% | 0.36% | -17.1% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $3,375,647 | +38.7% | 16,972 | +32.2% | 0.31% | +18.2% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $2,698,870 | +4.1% | 25,941 | +4.7% | 0.25% | -11.4% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $2,654,991 | +6.2% | 16,471 | +0.0% | 0.24% | -9.6% |
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $2,636,801 | – | 37,264 | +100.0% | 0.24% | – |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,615,915 | +9.8% | 13,969 | +4.6% | 0.24% | -6.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,154,317 | +6.3% | 14,197 | +4.2% | 0.20% | -9.5% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,007,366 | +1.3% | 18,170 | +0.1% | 0.18% | -14.0% |
| TSLA | Buy | TESLA INC | $1,746,529 | +34.3% | 6,672 | +6.4% | 0.16% | +14.2% |
| COMP | Buy | COMPASS INCcl a | $1,742,913 | +8.4% | 497,975 | +0.1% | 0.16% | -7.5% |
| HD | Buy | HOME DEPOT INC | $1,723,002 | +8.9% | 5,547 | +3.4% | 0.16% | -7.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,634,159 | +4.2% | 9,880 | +0.0% | 0.15% | -11.2% |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $1,600,304 | +2.8% | 15,423 | +0.1% | 0.15% | -12.4% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,488,975 | +29.6% | 3,045 | +2.1% | 0.14% | +9.6% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,417,996 | +18.4% | 19,507 | +20.3% | 0.13% | +0.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,360,956 | +1.6% | 18,772 | +0.2% | 0.13% | -13.1% |
| Buy | BIOHAVEN LTD | $1,315,863 | +75.1% | 55,011 | +0.0% | 0.12% | +49.4% | |
| DEI | Buy | DOUGLAS EMMETT INC | $1,155,372 | +14.1% | 91,915 | +12.0% | 0.11% | -2.7% |
| TIP | Buy | ISHARES TRtips bd etf | $1,139,362 | -0.6% | 10,587 | +1.8% | 0.10% | -15.3% |
| V | Buy | VISA INC | $1,118,307 | +32.8% | 4,709 | +26.0% | 0.10% | +13.2% |
| Buy | LINDE PLC | $1,099,254 | +9.3% | 2,885 | +2.0% | 0.10% | -7.3% | |
| BDX | Buy | BECTON DICKINSON & CO | $1,067,660 | +9.0% | 4,044 | +2.2% | 0.10% | -6.6% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,036,003 | +22.5% | 2,343 | +6.8% | 0.10% | +4.3% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,025,760 | -0.2% | 4,667 | +1.0% | 0.10% | -14.4% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $1,034,290 | +5.6% | 21,959 | +0.6% | 0.10% | -10.4% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,018,019 | +15.7% | 12,542 | +18.1% | 0.09% | -1.1% |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $1,009,371 | – | 12,772 | +100.0% | 0.09% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $998,326 | +15.2% | 2,077 | +13.3% | 0.09% | -2.1% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $987,604 | +77.1% | 13,177 | +54.0% | 0.09% | +51.7% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $946,535 | +27.3% | 3,725 | +15.4% | 0.09% | +7.4% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $944,051 | +17.9% | 6,034 | +7.8% | 0.09% | 0.0% |
| LLY | Buy | LILLY ELI & CO | $878,680 | +54.3% | 1,874 | +13.0% | 0.08% | +30.6% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $851,005 | +6.2% | 8,807 | +0.1% | 0.08% | -9.2% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $841,049 | +1.2% | 13,390 | +0.6% | 0.08% | -13.3% |
| MAIN | Buy | MAIN STR CAP CORP | $830,783 | +1.5% | 20,754 | +0.1% | 0.08% | -13.5% |
| MCD | Buy | MCDONALDS CORP | $828,784 | +15.1% | 2,777 | +7.8% | 0.08% | -1.3% |
| CVX | Buy | CHEVRON CORP NEW | $821,779 | -3.2% | 5,223 | +0.4% | 0.08% | -17.4% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $813,066 | +8.0% | 15,727 | +0.0% | 0.08% | -8.5% |
| ABT | Buy | ABBOTT LABS | $811,022 | +7.9% | 7,439 | +0.2% | 0.08% | -8.5% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $768,484 | +2.2% | 12,160 | +0.2% | 0.07% | -13.4% |
| PANW | Buy | PALO ALTO NETWORKS INC | $764,997 | +29.5% | 2,994 | +1.2% | 0.07% | +10.9% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $757,659 | +11.7% | 18,235 | +1.9% | 0.07% | -5.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $744,575 | +32.4% | 5,564 | +29.7% | 0.07% | +13.1% |
| DFS | Buy | DISCOVER FINL SVCS | $742,704 | +20.1% | 6,356 | +1.6% | 0.07% | +3.0% |
| CSCO | Buy | CISCO SYS INC | $750,279 | +5.4% | 14,501 | +6.5% | 0.07% | -10.4% |
| IXC | Buy | ISHARES TRglobal energ etf | $734,086 | +0.5% | 19,723 | +1.9% | 0.07% | -13.9% |
| PEP | Buy | PEPSICO INC | $717,749 | +12.7% | 3,875 | +10.9% | 0.07% | -4.3% |
| PFE | Buy | PFIZER INC | $656,998 | +2.9% | 17,912 | +14.5% | 0.06% | -11.6% |
| ACN | Buy | ACCENTURE PLC IRELAND | $657,452 | +43.5% | 2,131 | +32.9% | 0.06% | +22.0% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $646,009 | +13.2% | 21,049 | +1.1% | 0.06% | -3.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $574,637 | +20.2% | 1,067 | +10.9% | 0.05% | +1.9% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $571,067 | +1.7% | 12,273 | +0.1% | 0.05% | -13.1% |
| CRM | Buy | SALESFORCE INC | $553,501 | +11.6% | 2,620 | +5.5% | 0.05% | -5.6% |
| AVGO | Buy | BROADCOM INC | $540,539 | +50.7% | 623 | +11.4% | 0.05% | +28.2% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $526,710 | +2.9% | 7,851 | +0.6% | 0.05% | -10.9% |
| TXN | Buy | TEXAS INSTRS INC | $509,172 | -0.3% | 2,828 | +3.1% | 0.05% | -14.5% |
| EEMS | Buy | ISHARES INCem mkt sm-cp etf | $504,778 | +31.6% | 9,421 | +23.7% | 0.05% | +11.9% |
| ARCC | Buy | ARES CAPITAL CORP | $491,170 | +39.2% | 26,140 | +35.4% | 0.04% | +18.4% |
| Buy | SHELL PLCspon ads | $465,711 | +7.1% | 7,713 | +2.1% | 0.04% | -8.5% | |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $444,081 | +6.3% | 12,457 | +3.8% | 0.04% | -8.9% |
| WMT | Buy | WALMART INC | $442,639 | +13.9% | 2,816 | +6.8% | 0.04% | -2.4% |
| VICR | Buy | VICOR CORP | $420,552 | +15.4% | 7,788 | +0.3% | 0.04% | 0.0% |
| Buy | GENERAL ELECTRIC CO | $420,179 | +22.8% | 3,825 | +6.8% | 0.04% | +5.4% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $418,971 | -8.1% | 803 | +1.5% | 0.04% | -20.4% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $397,551 | +7.6% | 1,156 | +4.1% | 0.04% | -7.5% |
| ELY | Buy | TOPGOLF CALLAWAY BRANDS CORP | $398,072 | -7.9% | 20,054 | +0.3% | 0.04% | -21.3% |
| AMAT | Buy | APPLIED MATLS INC | $400,670 | +22.9% | 2,772 | +4.4% | 0.04% | +5.7% |
| GBDC | Buy | GOLUB CAP BDC INC | $405,808 | +1.3% | 30,060 | +1.7% | 0.04% | -14.0% |
| CSTL | Buy | CASTLE BIOSCIENCES INC | $398,731 | -32.5% | 29,062 | +11.8% | 0.04% | -42.2% |
| AMGN | Buy | AMGEN INC | $388,602 | +5.1% | 1,750 | +14.5% | 0.04% | -10.0% |
| NEE | Buy | NEXTERA ENERGY INC | $383,872 | -3.2% | 5,173 | +0.5% | 0.04% | -18.6% |
| KO | Buy | COCA COLA CO | $382,611 | +3.6% | 6,354 | +6.8% | 0.04% | -12.5% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $378,758 | +57.2% | 3,325 | +35.2% | 0.04% | +34.6% |
| FWONK | Buy | LIBERTY MEDIA CORP DEL | $363,377 | +16.6% | 4,827 | +16.0% | 0.03% | 0.0% |
| BA | Buy | BOEING CO | $371,008 | +1.1% | 1,757 | +1.7% | 0.03% | -15.0% |
| ORCL | Buy | ORACLE CORP | $354,035 | +41.9% | 2,973 | +10.7% | 0.03% | +22.2% |
| VMW | Buy | VMWARE INC | $355,920 | +16.5% | 2,477 | +1.2% | 0.03% | 0.0% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $347,402 | +22.2% | 4,854 | +18.5% | 0.03% | +3.2% |
| CL | Buy | COLGATE PALMOLIVE CO | $345,148 | +15.1% | 4,480 | +12.3% | 0.03% | 0.0% |
| SBUX | Buy | STARBUCKS CORP | $337,362 | -4.0% | 3,406 | +0.9% | 0.03% | -18.4% |
| UNP | Buy | UNION PAC CORP | $325,622 | +16.3% | 1,591 | +14.4% | 0.03% | 0.0% |
| INTU | Buy | INTUIT | $321,654 | +6.3% | 702 | +3.4% | 0.03% | -9.1% |
| GILD | Buy | GILEAD SCIENCES INC | $313,585 | +3.1% | 4,069 | +11.0% | 0.03% | -12.1% |
| NVO | Buy | NOVO-NORDISK A Sadr | $313,754 | +5.2% | 1,939 | +3.5% | 0.03% | -9.4% |
| WFC | Buy | WELLS FARGO CO NEW | $314,765 | +31.7% | 7,375 | +15.3% | 0.03% | +11.5% |
| UBER | New | UBER TECHNOLOGIES INC | $315,443 | – | 7,307 | +100.0% | 0.03% | – |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $308,725 | +4.8% | 1,886 | +0.4% | 0.03% | -9.4% |
| CSX | Buy | CSX CORP | $297,833 | +20.9% | 8,734 | +6.1% | 0.03% | 0.0% |
| ECL | Buy | ECOLAB INC | $282,280 | +14.4% | 1,512 | +1.4% | 0.03% | -3.7% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $278,741 | +28.4% | 2,762 | +18.3% | 0.03% | +8.3% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $278,518 | +37.8% | 9,250 | +48.0% | 0.03% | +18.2% |
| Buy | LANZATECH GLOBAL INC | $275,577 | +132.7% | 40,348 | +32.2% | 0.02% | +92.3% | |
| ZG | New | ZILLOW GROUP INCcl a | $274,634 | – | 5,582 | +100.0% | 0.02% | – |
| ED | Buy | CONSOLIDATED EDISON INC | $254,666 | -3.1% | 2,817 | +2.5% | 0.02% | -17.2% |
| TPX | New | TEMPUR SEALY INTL INC | $260,014 | – | 6,489 | +100.0% | 0.02% | – |
| OEF | Buy | ISHARES TRs&p 100 etf | $256,380 | +11.0% | 1,238 | +0.2% | 0.02% | -4.0% |
| DHR | New | DANAHER CORPORATION | $256,800 | – | 1,070 | +100.0% | 0.02% | – |
| XEL | Buy | XCEL ENERGY INC | $261,616 | -7.5% | 4,208 | +0.4% | 0.02% | -22.6% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $264,820 | +4.3% | 581 | +5.6% | 0.02% | -14.3% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $257,422 | +6.7% | 1,029 | +3.8% | 0.02% | -7.7% |
| COP | New | CONOCOPHILLIPS | $251,640 | – | 2,429 | +100.0% | 0.02% | – |
| TJX | Buy | TJX COS INC NEW | $247,085 | +18.2% | 2,914 | +9.3% | 0.02% | 0.0% |
| MDT | New | MEDTRONIC PLC | $249,970 | – | 2,837 | +100.0% | 0.02% | – |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $238,768 | +13.5% | 3,273 | +8.5% | 0.02% | -4.3% |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $240,003 | – | 682 | +100.0% | 0.02% | – |
| ASML | Buy | ASML HOLDING N V | $235,598 | +14.3% | 325 | +7.3% | 0.02% | 0.0% |
| SPGI | New | S&P GLOBAL INC | $239,741 | – | 598 | +100.0% | 0.02% | – |
| SCHW | New | SCHWAB CHARLES CORP | $238,623 | – | 4,210 | +100.0% | 0.02% | – |
| SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $233,834 | +2.1% | 2,597 | +2.8% | 0.02% | -12.0% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $227,231 | +7.2% | 5,188 | +2.6% | 0.02% | -8.7% |
| LOW | New | LOWES COS INC | $225,054 | – | 997 | +100.0% | 0.02% | – |
| CI | New | THE CIGNA GROUP | $220,851 | – | 787 | +100.0% | 0.02% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $216,325 | – | 1,470 | +100.0% | 0.02% | – |
| EA | New | ELECTRONIC ARTS INC | $213,746 | – | 1,648 | +100.0% | 0.02% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $219,695 | – | 2,243 | +100.0% | 0.02% | – |
| PLD | New | PROLOGIS INC. | $211,100 | – | 1,721 | +100.0% | 0.02% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $205,696 | – | 1,819 | +100.0% | 0.02% | – |
| NOW | New | SERVICENOW INC | $210,177 | – | 374 | +100.0% | 0.02% | – |
| Buy | BOWLERO CORP | $206,331 | -5.5% | 17,726 | +37.6% | 0.02% | -20.8% | |
| CLVT | Buy | CLARIVATE PLC | $198,138 | +57.3% | 20,791 | +55.0% | 0.02% | +28.6% |
| Buy | CION INVT CORP | $198,415 | +8.5% | 19,115 | +3.2% | 0.02% | -10.0% | |
| PSO | Buy | PEARSON PLCsponsored adr | $147,579 | +0.6% | 14,082 | +0.3% | 0.01% | -12.5% |
| RWT | Buy | REDWOOD TRUST INC | $147,646 | -2.2% | 23,178 | +3.5% | 0.01% | -12.5% |
| JBI | Buy | JANUS INTERNATIONAL GROUP IN | $145,530 | +40.7% | 13,652 | +30.1% | 0.01% | +18.2% |
| JBLU | Buy | JETBLUE AWYS CORP | $138,225 | +23.5% | 15,601 | +1.4% | 0.01% | +8.3% |
| New | SATELLOGIC INC | $115,805 | – | 59,084 | +100.0% | 0.01% | – | |
| WIT | New | WIPRO LTDspon adr 1 sh | $103,283 | – | 21,882 | +100.0% | 0.01% | – |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $84,190 | +26.6% | 18,585 | +11.0% | 0.01% | +14.3% |
| Buy | SMARTRENT INC | $58,699 | +86.4% | 15,326 | +24.1% | 0.01% | +66.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 28 | Q3 2023 | 19.4% |
| ISHARES TR | 28 | Q3 2023 | 10.6% |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 28 | Q3 2023 | 12.6% |
| ISHARES TR | 28 | Q3 2023 | 14.2% |
| BK OF AMERICA CORP | 28 | Q3 2023 | 7.4% |
| ISHARES TR | 28 | Q3 2023 | 9.6% |
| VANGUARD WHITEHALL FDS | 28 | Q3 2023 | 14.1% |
| VANGUARD VALUE INDEX FUND | 28 | Q3 2023 | 6.3% |
| SPDR SP DIVIDEND ETF | 28 | Q3 2023 | 11.0% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | 28 | Q3 2023 | 4.4% |
View SIMON QUICK ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-08 |
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.