CIK 1692038
SIMON QUICK ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
390
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 390
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | 175K | $1M+ | SH |
| GOOGL | ALPHABET INC | 25K | $1M+ | SH |
| C | CITIGROUP INC | 66K | $1M+ | SH |
| LLY | ELI LILLY & CO | 7K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 99K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 140K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 107K | $1M+ | SH |
| SGOV | ISHARES TR | 68K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 89K | $1M+ | SH |
| MS | MORGAN STANLEY | 35K | $1M+ | SH |
| GOVT | ISHARES TR | 266K | $1M+ | SH |
| IVW | ISHARES TR | 48K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 98K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| FLCA | FRANKLIN TEMPLETON ETF TR | 121K | $1M+ | SH |
| ADBE | ADOBE INC | 16K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 19K | $1M+ | SH |
| WMT | WALMART INC | 48K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 108K | $1M+ | SH |
| COMP | COMPASS INC | 498K | $1M+ | SH |
| FITB | FIFTH THIRD BANCORP | 109K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 185K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 49K | $1M+ | SH |
| QUAL | ISHARES TR | 23K | $1M+ | SH |
| TSLA | TESLA INC | 10K | $1M+ | SH |
| VDC | VANGUARD WORLD FD | 22K | $1M+ | SH |
| ETN | EATON CORP PLC | 15K | $1M+ | SH |
| ITM | VANECK ETF TRUST | 95K | $1M+ | SH |
| IWV | ISHARES TR | 11K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 33K | $1M+ | SH |
| GLD | SPDR GOLD TR | 11K | $1M+ | SH |
| BLK | BLACKROCK INC | 4K | $1M+ | SH |
| NFLX | NETFLIX INC | 45K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 12K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 18K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| DLR | DIGITAL RLTY TR INC | 25K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 77K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 6K | $1M+ | SH |
| IWO | ISHARES TR | 11K | $1M+ | SH |
| T | AT&T INC | 145K | $1M+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 89K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 129K | $1M+ | SH |
| TDTF | FLEXSHARES TR | 148K | $1M+ | SH |
| XEL | XCEL ENERGY INC | 46K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 73K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 43K | $1M+ | SH |
| DVY | ISHARES TR | 23K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 46K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 23K | $1M+ | SH |