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 101–150 of 390
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTWO | VANGUARD SCOTTSDALE FDS | 33K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 23K | $1M+ | SH |
| MCD | MCDONALDS CORP | 10K | $1M+ | SH |
| ACWX | ISHARES TR | 47K | $1M+ | SH |
| CAT | CATERPILLAR INC | 5K | $1M+ | SH |
| NOBL | PROSHARES TR | 30K | $1M+ | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 33K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 14K | $1M+ | SH |
| IGF | ISHARES TR | 47K | $1M+ | SH |
| WELL | WELLTOWER INC | 15K | $1M+ | SH |
| FUTY | FIDELITY COVINGTON TRUST | 51K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 63K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 18K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 33K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 22K | $1M+ | SH |
| HD | HOME DEPOT INC | 8K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 10K | $1M+ | SH |
| EFA | ISHARES TR | 26K | $1M+ | SH |
| PNFP | PINNACLE FINL PARTNERS INC | 25K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 37K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 19K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 16K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 29K | $1M+ | SH |
| MP | MP MATERIALS CORP | 43K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 67K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 15K | $1M+ | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 24K | $1M+ | SH |
| VAW | VANGUARD WORLD FD | 10K | $1M+ | SH |
| SCZ | ISHARES TR | 28K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 12K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 15K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 76K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 41K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 50K | $1M+ | SH |
| SUB | ISHARES TR | 19K | $1M+ | SH |
| FLLA | FRANKLIN TEMPLETON ETF TR | 81K | $1M+ | SH |
| TIP | ISHARES TR | 17K | $1M+ | SH |
| USHY | ISHARES TR | 50K | $1M+ | SH |
| IVE | ISHARES TR | 9K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 13K | $1M+ | SH |
| TRGP | TARGA RES CORP | 10K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 4K | $1M+ | SH |
| EWL | ISHARES INC | 30K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 19K | $1M+ | SH |
| RTX | RTX CORPORATION | 9K | $1M+ | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 75K | $1M+ | SH |
| ABBV | ABBVIE INC | 8K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 8K | $1M+ | SH |
| GUNR | FLEXSHARES TR | 37K | $1M+ | SH |