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 |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 390 | $2,291,329,251 | +$173,361,134 | -$117,715,454 | +$55,645,680 | SPY, VUG, VTV, IWF, VOO | 13F-HR | 29 Jan 2026, 14:32 |
| Q3 2025 | 396 | $2,210,729,582 | +$130,440,123 | -$29,045,185 | +$101,394,938 | SPY, VUG, IWF, VTV, VOO | 13F-HR | 21 Oct 2025, 14:33 |
| Q2 2025 | 360 | $1,975,799,376 | +$389,669,400 | -$316,453,937 | +$73,215,463 | SPY, VUG, IWF, VTV, JAAA | Restatement | 08 Oct 2025, 16:13 |
| Q1 2025 | 611 | $1,757,338,128 | +$182,998,309 | -$31,180,954 | +$151,817,355 | SPY, VUG, VTV, SPYV, IWF | 13F-HR | 15 Apr 2025, 16:10 |
| Q4 2024 | 492 | $1,669,527,662 | +$97,873,121 | -$27,778,255 | +$70,094,866 | SPY, VUG, IWF, SPYV, VTV | 13F-HR | 17 Jan 2025, 10:10 |
| Q3 2024 | 439 | $1,582,717,510 | +$118,213,418 | -$29,984,545 | +$88,228,873 | SPY, VUG, SPYV, IWF, VTV | 13F-HR | 15 Oct 2024, 15:03 |
| Q2 2024 | 390 | $1,415,936,447 | +$102,455,868 | -$45,859,422 | +$56,596,446 | SPY, VUG, SPYV, IWF, VTV | 13F-HR | 02 Aug 2024, 15:04 |
| Q1 2024 | 419 | $1,334,484,839 | +$162,493,142 | -$36,984,364 | +$125,508,778 | SPY, SPYV, IWF, VUG, VTV | 13F-HR | 19 Apr 2024, 10:06 |
| Q4 2023 | 343 | $1,130,929,610 | +$24,356,879 | -$65,190,199 | -$40,833,320 | SPY, SPYV, IWF, VUG, ITOT | 13F-HR | 16 Jan 2024, 15:04 |
| Q3 2023 | 351 | $1,060,288,367 | +$50,738,322 | -$39,751,911 | +$10,986,411 | SPY, SPYV, IWF, VUG, ITOT | 13F-HR | 24 Oct 2023, 09:30 |
| Q2 2023 | 285 | $1,083,057,966 | +$120,376,417 | -$27,809,378 | +$92,567,039 | SPY, SPYV, IWF, VUG, ITOT | 13F-HR | 01 Aug 2023, 13:53 |
| Q1 2023 | 277 | $922,436,991 | +$87,710,169 | -$60,613,838 | +$27,096,331 | SPY, SPYV, IWF, VUG, VTV | 13F-HR | 15 May 2023, 11:28 |
| Q4 2022 | 245 | $842,956,950 | +$134,479,731 | -$39,067,159 | +$95,412,572 | SPY, SPYV, VUG, IWF, VTV | 13F-HR | 30 Jan 2023, 10:10 |
| Q3 2022 | 203 | $707,474,000 | +$54,180,565 | -$46,400,391 | +$7,780,174 | SPY, SPYV, VUG, VTV, ITOT | 13F-HR | 07 Nov 2022, 14:27 |
| Q2 2022 | 179 | $737,233,000 | +$485,776,846 | -$50,308,347 | +$435,468,499 | SPY, VUG, SPYV, ITOT, IWF | 13F-HR | 08 Aug 2022, 10:01 |
| Q1 2022 | 345 | $352,802,000 | +$31,674,328 | -$29,114,361 | +$2,559,967 | SPY, VUG, IWR, VTV, BAC | 13F-HR | 05 May 2022, 13:57 |
| Q4 2021 | 361 | $374,049,000 | +$35,198,467 | -$82,202,473 | -$47,004,006 | SPY, VUG, IWR, BAC, VTV | 13F-HR | 08 Feb 2022, 15:07 |
| Q3 2021 | 414 | $388,804,000 | +$26,505,104 | -$15,296,556 | +$11,208,548 | SPY, VUG, IWR, BAC, IWF | 13F-HR | 27 Oct 2021, 11:04 |
| Q2 2021 | 437 | $377,844,000 | +$35,040,525 | -$23,921,470 | +$11,119,055 | SPY, VUG, IWR, BAC, IWF | 13F-HR | 21 Jul 2021, 11:29 |
| Q1 2021 | 438 | $339,908,000 | +$16,477,691 | -$27,336,043 | -$10,858,352 | SPY, VUG, IWR, BAC, IWF | 13F-HR | 06 May 2021, 11:55 |
| Q4 2020 | 427 | $331,536,000 | +$53,596,403 | -$107,888,236 | -$54,291,833 | SPY, VUG, IWR, USMV, IWF | 13F-HR | 27 Jan 2021, 09:28 |
| Q3 2020 | 439 | $351,153,000 | +$84,636,194 | -$15,638,371 | +$68,997,823 | NET, SPY, VUG, USMV, IWF | 13F-HR | 26 Oct 2020, 09:14 |
| Q2 2020 | 440 | $263,977,000 | +$19,663,839 | -$71,901,471 | -$52,237,632 | SPY, VUG, USMV, IWF, IWR | 13F-HR | 04 Aug 2020, 07:56 |
| Q1 2020 | 473 | $269,473,000 | +$109,764,103 | -$49,579,031 | +$60,185,072 | SPY, SDY, VUG, VYM, IWF | 13F-HR | 09 Apr 2020, 09:00 |
| Q4 2019 | 653 | $276,044,000 | +$53,899,817 | -$19,365,025 | +$34,534,792 | SDY, IWD, AMLP, SPY, IWF | 13F-HR | 06 Jan 2020, 15:11 |
| Q3 2019 | 365 | $226,363,000 | +$48,810,017 | -$19,607,709 | +$29,202,308 | IWD, SPY, SDY, AMLP, IWF | 13F-HR | 16 Oct 2019, 10:12 |
| Q2 2019 | 469 | $197,403,971 | +$10,957,126 | -$59,199,792 | -$48,242,666 | IWD, IWF, AMLP, SPY, IWN | 13F-HR | 05 Aug 2019, 10:30 |
| Q1 2019 | 388 | $239,879,000 | +$29,859,179 | -$99,457,136 | -$69,597,957 | IWD, IWF, AMLP, SPY, IWN | 13F-HR | 16 Apr 2019, 11:01 |
| Q4 2018 | 320 | $275,094,000 | +$92,624,598 | -$24,031,314 | +$68,593,284 | IWD, AMLP, IWM, IWF, EFA | 13F-HR | 29 Jan 2019, 12:41 |
| Q3 2018 | 303 | $247,610,000 | +$17,666,175 | -$17,744,697 | -$78,522 | IWD, IWF, IWN, SPY, VYM | 13F-HR | 29 Oct 2018, 15:51 |
| Q2 2018 | 341 | $235,562,000 | +$14,498,065 | -$25,304,299 | -$10,806,234 | IWD, IWF, IWN, IWO, SPY | 13F-HR | 10 Aug 2018, 11:56 |
| Q1 2018 | 304 | $238,695,000 | +$70,193,052 | -$44,321,629 | +$25,871,423 | IWD, IWF, IWN, VYM, IWO | 13F-HR | 07 May 2018, 11:11 |
| Q4 2017 | 440 | $222,600,000 | +$22,296,821 | -$99,598,110 | -$77,301,289 | IWF, IWD, IWN, SPY, BAC | Restatement | 10 Apr 2018, 15:06 |
| Q3 2017 | 506 | $275,674,000 | +$98,131,240 | -$5,607,445 | +$92,523,795 | JNJ, IWF, IWD, IWN, SBAC | 13F-HR | 06 Nov 2017, 16:39 |
| Q2 2017 | 293 | $177,064,000 | +$45,631,351 | -$42,189,006 | +$3,442,345 | JNJ, IWF, SBAC, BAC, SPY | 13F-HR | 11 Aug 2017, 16:49 |
| Q1 2017 | 332 | $168,777,000 | +$61,864,702 | -$32,099,119 | +$29,765,583 | IWF, VYM, BAC, SBAC, JNJ | Restatement | 15 May 2017, 10:05 |
| Q4 2016 | 235 | $133,873,000 | $0 | $0 | $0 | VYM, IWF, BAC, SPY, SDY | 13F-HR | 24 Jan 2017, 15:06 |