SIMON QUICK ADVISORS, LLC - Portfolio overview

SIMON QUICK ADVISORS, LLC has 460 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 8.04%
2. VUG - VANGUARD INDEX FDS, 6.10%
3. VTV - VANGUARD INDEX FDS, 5.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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