SIMON QUICK ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 653K | $33.70M |
 | CLIR | 603K | $465.15K |
 | PFS | 600K | $11.57M |
 | COMP | 498K | $4.00M |
 | AAPL | 270K | $68.67M |
 | AMZN | 177K | $38.82M |
 | AUID | 173K | $552.83K |
 | T | 143K | $4.04M |
 | KMI | 137K | $3.87M |
 | FITB | 109K | $4.87M |
 | TFC | 108K | $4.92M |
 | GBDC | 99K | $1.36M |
 | BHVN | 70K | $1.05M |
 | XOM | 69K | $7.78M |
 | WMB | 69K | $4.34M |
 | VICI | 68K | $2.23M |
 | C | 65K | $6.60M |
 | CMCSA | 61K | $1.92M |
 | NVDA | 51K | $9.60M |
 | MP | 51K | $3.39M |
Bank of America Corporation
BAC
Shares Held
653K
Value
$33.70M
ClearSign Technologies Corporation
CLIR
Shares Held
603K
Value
$465.15K
Provident Financial Services, Inc.
PFS
Shares Held
600K
Value
$11.57M
Compass, Inc.
COMP
Shares Held
498K
Value
$4.00M
Apple Inc.
AAPL
Shares Held
270K
Value
$68.67M
Amazon.com, Inc.
AMZN
Shares Held
177K
Value
$38.82M
authID Inc.
AUID
Shares Held
173K
Value
$552.83K
AT&T Inc.
T
Shares Held
143K
Value
$4.04M
Kinder Morgan, Inc.
KMI
Shares Held
137K
Value
$3.87M
Fifth Third Bancorp
FITB
Shares Held
109K
Value
$4.87M
Truist Financial Corporation
TFC
Shares Held
108K
Value
$4.92M
Golub Capital BDC, Inc.
GBDC
Shares Held
99K
Value
$1.36M
Biohaven Ltd.
BHVN
Shares Held
70K
Value
$1.05M
Exxon Mobil Corporation
XOM
Shares Held
69K
Value
$7.78M
The Williams Companies, Inc.
WMB
Shares Held
69K
Value
$4.34M
VICI Properties Inc.
VICI
Shares Held
68K
Value
$2.23M
Citigroup Inc.
C
Shares Held
65K
Value
$6.60M
Comcast Corporation
CMCSA
Shares Held
61K
Value
$1.92M
NVIDIA Corporation
NVDA
Shares Held
51K
Value
$9.60M
MP Materials Corp.
MP
Shares Held
51K
Value
$3.39M