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Steven Pisano

@Simon Quick Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$1.67BTotal holdings492
Assets growth rate5.49%Assets growth rate (2-Q avg)8.64%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Simon Quick Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 492 positions.

Assets under management

The assets under management (AUM) of Simon Quick Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.67B in assets, with a quarterly growth rate of 5.49% and a 2-quarter average growth rate of 8.64%. The portfolio is managed by Steven Pisano, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ICSHIshares Tr
Recent Activity
Increased 0.01%
0.87%
$14.517M
287,857 shares@ $50.44 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 0.74%
0.85%
$14.109M
280,108 shares@ $50.38 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
Increased 5.56%
0.78%
$12.937M
19 shares@ $680920.0 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.28%
0.76%
$12.535M
27,654 shares@ $453.28 avg price
IJHIshares Tr
Recent Activity
Decreased -1.55%
0.75%
$12.476M
200,225 shares@ $62.32 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 5.64%
0.64%
$10.683M
56,437 shares@ $189.3 avg price
HUBBHubbell Inc
Recent Activity
Decreased -8.67%
0.6%
$9.907M
23,650 shares@ $418.89 avg price
IVWIshares Tr
Recent Activity
Decreased -0.82%
0.58%
$9.663M
95,170 shares@ $101.53 avg price
IWRIshares Tr
Recent Activity
Increased 4.97%
0.53%
$8.709M
98,522 shares@ $88.41 avg price
TSLATesla Inc
Recent Activity
Increased 4.66%
0.5%
$8.252M
20,433 shares@ $403.85 avg price