Notify me when SIMON QUICK ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 396 | $2.21B | +$130M | -$29M | +$101M | SPY, VUG, IWF, VTV, VOO | 13F-HR | 21 Oct 2025, 14:33 |
| Q2 2025 | 360 | $1.98B | +$390M | -$316M | +$73.2M | SPY, VUG, IWF, VTV, JAAA | Restatement | 08 Oct 2025, 16:13 |
| Q1 2025 | 611 | $1.76B | +$183M | -$31.2M | +$152M | SPY, VUG, VTV, SPYV, IWF | 13F-HR | 15 Apr 2025, 16:10 |
| Q4 2024 | 492 | $1.67B | +$97.9M | -$27.8M | +$70.1M | SPY, VUG, IWF, SPYV, VTV | 13F-HR | 17 Jan 2025, 10:10 |
| Q3 2024 | 439 | $1.58B | +$118M | -$30M | +$88.2M | SPY, VUG, SPYV, IWF, VTV | 13F-HR | 15 Oct 2024, 15:03 |
| Q2 2024 | 390 | $1.42B | +$102M | -$45.8M | +$56.6M | SPY, VUG, SPYV, IWF, VTV | 13F-HR | 02 Aug 2024, 15:04 |
| Q1 2024 | 417 | $1.33B | +$162M | -$37M | +$125M | SPY, SPYV, IWF, VUG, VTV | 13F-HR | 19 Apr 2024, 10:06 |
| Q4 2023 | 343 | $1.13B | +$24.4M | -$65.2M | -$40.8M | SPY, SPYV, IWF, VUG, ITOT | 13F-HR | 16 Jan 2024, 15:04 |
| Q3 2023 | 350 | $1.06B | +$50.7M | -$37.6M | +$13.1M | SPY, SPYV, IWF, VUG, ITOT | 13F-HR | 24 Oct 2023, 09:30 |
| Q2 2023 | 285 | $1.08B | +$120M | -$24.7M | +$95.7M | SPY, SPYV, IWF, VUG, ITOT | 13F-HR | 01 Aug 2023, 13:53 |
| Q1 2023 | 277 | $922M | +$87.7M | -$54.3M | +$33.4M | SPY, SPYV, IWF, VUG, VTV | 13F-HR | 15 May 2023, 11:28 |
| Q4 2022 | 245 | $843M | +$134M | -$36.3M | +$98.2M | SPY, SPYV, VUG, IWF, VTV | 13F-HR | 30 Jan 2023, 09:10 |
| Q3 2022 | 203 | $707M | +$84.5M | -$39.6M | +$44.9M | SPY, SPYV, VUG, VTV, ITOT | 13F-HR | 07 Nov 2022, 13:27 |
| Q2 2022 | 158 | $735M | +$484M | -$33.3M | +$450M | SPY, VUG, SPYV, ITOT, IWF | 13F-HR | 08 Aug 2022, 10:01 |
| Q1 2022 | 341 | $353M | +$31.7M | -$28.3M | +$3.35M | SPY, VUG, IWR, VTV, BAC | 13F-HR | 05 May 2022, 13:57 |
| Q4 2021 | 358 | $374M | +$35.3M | -$80M | -$44.7M | SPY, VUG, IWR, BAC, VTV | 13F-HR | 08 Feb 2022, 14:07 |
| Q3 2021 | 408 | $389M | +$26.5M | -$15.4M | +$11.2M | SPY, VUG, IWR, BAC, IWF | 13F-HR | 27 Oct 2021, 11:04 |
| Q2 2021 | 431 | $378M | +$35.1M | -$24M | +$11.1M | SPY, VUG, IWR, BAC, IWF | 13F-HR | 21 Jul 2021, 11:29 |
| Q1 2021 | 434 | $340M | +$16.5M | -$27.3M | -$10.9M | SPY, VUG, IWR, BAC, IWF | 13F-HR | 06 May 2021, 11:55 |
| Q4 2020 | 418 | $332M | +$53.8M | -$31.5M | +$22.3M | SPY, VUG, IWR, USMV, IWF | 13F-HR | 27 Jan 2021, 08:28 |
| Q3 2020 | 427 | $351M | +$84.6M | -$13.2M | +$71.4M | NET, SPY, VUG, USMV, IWF | 13F-HR | 26 Oct 2020, 09:14 |
| Q2 2020 | 430 | $264M | +$19.7M | -$68.8M | -$49.1M | SPY, VUG, USMV, IWF, IWR | 13F-HR | 04 Aug 2020, 07:56 |
| Q1 2020 | 439 | $269M | +$110M | -$37.4M | +$72.4M | SPY, SDY, VUG, VYM, IWF | 13F-HR | 09 Apr 2020, 09:00 |
| Q4 2019 | 634 | $276M | +$53.9M | -$19M | +$34.9M | SDY, IWD, AMLPXXXX, SPY, IWF | 13F-HR | 06 Jan 2020, 14:11 |
| Q3 2019 | 361 | $226M | +$48.8M | -$17.5M | +$31.3M | IWD, SPY, SDY, AMLPXXXX, IWF | 13F-HR | 16 Oct 2019, 10:12 |
| Q2 2019 | 468 | $197M | +$11M | -$41M | -$30.1M | IWD, IWF, AMLPXXXX, SPY, IWN | 13F-HR | 05 Aug 2019, 10:30 |
| Q1 2019 | 379 | $240M | +$29.9M | -$93.8M | -$64M | IWD, IWF, AMLPXXXX, SPY, IWN | 13F-HR | 16 Apr 2019, 11:01 |
| Q4 2018 | 312 | $275M | +$92.6M | -$22M | +$70.6M | IWD, AMLPXXXX, IWM, IWF, EFA | 13F-HR | 29 Jan 2019, 11:41 |
| Q3 2018 | 299 | $247M | +$17.7M | -$15.7M | +$1.98M | IWD, IWF, IWN, SPY, VYM | 13F-HR | 29 Oct 2018, 15:51 |
| Q2 2018 | 328 | $235M | +$14.3M | -$23.3M | -$9.02M | IWD, IWF, IWN, IWO, SPY | 13F-HR | 10 Aug 2018, 11:56 |
| Q1 2018 | 300 | $239M | +$70.6M | -$12.3M | +$58.3M | IWD, IWF, IWN, VYM, IWO | 13F-HR | 07 May 2018, 11:11 |
| Q4 2017 | 400 | $223M | +$22.3M | -$66.3M | -$44M | IWF, IWD, IWN, SPY, BAC | Restatement | 10 Apr 2018, 15:06 |
| Q3 2017 | 496 | $276M | +$98.2M | -$3.98M | +$94.2M | JNJ, IWF, IWD, IWN, SBAC | 13F-HR | 06 Nov 2017, 15:39 |
| Q2 2017 | 287 | $177M | +$45.6M | -$28.9M | +$16.7M | JNJ, IWF, SBAC, BAC, SPY | 13F-HR | 11 Aug 2017, 16:49 |
| Q1 2017 | 323 | $169M | +$61.9M | -$21.4M | +$40.5M | IWF, VYM, BAC, SBAC, JNJ | Restatement | 15 May 2017, 10:05 |
| Q4 2016 | 225 | $134M | VYM, IWF, BAC, SPY, SDY | 13F-HR | 24 Jan 2017, 14:06 |