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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
ORCLOracle Corp
Recent Activity
Increased 13.49%
0.08%
$1.201M
7,206 shares@ $166.65 avg price
DISDisney Walt Co
Recent Activity
Increased 19.39%
0.08%
$1.199M
10,772 shares@ $111.35 avg price
TAt&t Inc
Recent Activity
Increased 20.4%
0.08%
$1.196M
52,520 shares@ $22.77 avg price
WABWabtec
Recent Activity
Increased 1.55%
0.08%
$1.173M
6,186 shares@ $189.6 avg price
INTUIntuit
Recent Activity
Increased 12.15%
0.08%
$1.172M
1,865 shares@ $628.51 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 107.72%
0.08%
$1.171M
6,435 shares@ $181.97 avg price
ASMLAsml Holding N V
Recent Activity
Increased 23.12%
0.07%
$1.163M
1,678 shares@ $693.16 avg price
BOXXEa Series Trust
Recent Activity
Increased 32.74%
0.07%
$1.151M
10,433 shares@ $110.28 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 7.51%
0.07%
$1.15M
9,517 shares@ $120.82 avg price
VOVanguard Index Fds
Recent Activity
Increased 2.35%
0.07%
$1.119M
4,236 shares@ $264.13 avg price