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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SIMON QUICK ADVISORS, LLC

Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001692038-23-000002

Total Value
$922.4M
Positions
277
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (277)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY276,869$113.3M12.29%
2SPDR SER TR78464A5081,905,671$77.6M8.41%
3ISHARES TR464287614221,565$54.1M5.87%
4VANGUARD INDEX FDS922908736213,313$53.2M5.77%
5VANGUARD INDEX FDS922908744324,967$44.9M4.87%
6ISHARES TR464287150473,540$42.9M4.65%
7APPLE INCAAPL212,258$35.0M3.79%
8ISHARES TR464287598224,181$34.1M3.70%
9ISHARES TR46428720055,779$22.9M2.49%
10VANGUARD INTL EQUITY INDEX F922042742237,096$21.8M2.37%
11VANGUARD INDEX FDS92290876994,683$19.3M2.09%
12BANK AMERICA CORP060505104451,702$12.9M1.40%
13ISHARES TR46432F842179,379$12.0M1.30%
14VANGUARD TAX-MANAGED FDS921943858260,167$11.8M1.27%
15ISHARES TR46428750745,108$11.3M1.22%
16MICROSOFT CORPMSFT35,041$10.1M1.10%
17AMAZON COM INCAMZN95,312$9.8M1.07%
18ISHARES TR46428764839,968$9.1M0.98%
19BERKSHIRE HATHAWAY INC DELBRK-A19$8.8M0.96%
20ISHARES TR46434V878171,788$8.6M0.94%
21J P MORGAN EXCHANGE TRADED F46641Q837170,620$8.6M0.93%
22ISHARES TR464287309124,271$7.9M0.86%
23ISHARES TR464287499106,859$7.5M0.81%
24VANGUARD INTL EQUITY INDEX F922042858182,541$7.4M0.80%
25ISHARES TR46428722673,246$7.3M0.79%
26VANGUARD MUN BD FDS922907746139,876$7.1M0.77%
27ISHARES INC46434G103140,191$6.8M0.74%
28ISHARES TR46428867960,567$6.7M0.73%
29SPDR INDEX SHS FDS78463X889197,973$6.4M0.69%
30HUBBELL INCHUBB25,560$6.2M0.67%
31ISHARES TR464288240120,335$5.9M0.64%
32SPDR INDEX SHS FDS78463X509146,197$5.0M0.54%
33VANGUARD INTL EQUITY INDEX F92204277591,309$4.9M0.53%
34BERKSHIRE HATHAWAY INC DELBRK-A15,799$4.9M0.53%
35ISHARES TR46432F38852,422$4.9M0.53%
36ISHARES TR46436E71847,380$4.8M0.52%
37SPDR SER TR78464A76336,123$4.5M0.48%
38ISHARES TR46428825746,589$4.2M0.46%
39VANGUARD WHITEHALL FDS92194640639,752$4.2M0.45%
40VANGUARD SPECIALIZED FUNDS92190884426,707$4.1M0.45%
41MORGAN STANLEYMS-PQ45,607$4.0M0.43%
42VANGUARD CHARLOTTE FDS92203J40780,515$3.9M0.43%
43META PLATFORMS INCMETA18,489$3.9M0.42%
44VANGUARD SCOTTSDALE FDS92206C40948,963$3.7M0.40%
45SPDR SER TR78464A30046,060$3.5M0.38%
46ISHARES TR46432F33926,841$3.3M0.36%
47VANGUARD INDEX FDS92290865222,950$3.2M0.35%
48ALPHABET INCGOOG31,014$3.2M0.35%
49ISHARES TR46428723481,024$3.2M0.35%
50ALPHABET INCGOOG30,054$3.1M0.34%
51VANGUARD ADMIRAL FDS INC92193288536,300$3.1M0.33%
52ISHARES TR46428827350,365$3.0M0.32%
53VANGUARD INDEX FDS9229083637,938$3.0M0.32%
54ISHARES TR46428768911,861$2.8M0.30%
55ISHARES TR46428815824,766$2.6M0.28%
56JPMORGAN CHASE & COVYLD19,414$2.5M0.27%
57ISHARES TR46428740816,468$2.5M0.27%
58ISHARES TR46428716821,038$2.5M0.27%
59VANGUARD INDEX FDS92290875112,837$2.4M0.26%
60INVESCO QQQ TRIVZ7,557$2.4M0.26%
61JOHNSON & JOHNSONJNJ15,443$2.4M0.26%
62ISHARES TR46428765513,350$2.4M0.26%
63PROCTER AND GAMBLE CO74271810913,625$2.0M0.22%
64VANGUARD INTL EQUITY INDEX F92204271818,145$2.0M0.21%
65BALL CORPBALL35,839$2.0M0.21%
66HONEYWELL INTL INC43851610610,312$2.0M0.21%
67VANGUARD INDEX FDS92290855322,252$1.8M0.20%
68CROWN CASTLE INCCCI13,555$1.8M0.20%
69VANGUARD INDEX FDS9229085957,544$1.6M0.18%
70COMPASS INCCOMP497,680$1.6M0.17%
71HOME DEPOT INCHD5,364$1.6M0.17%
72VANGUARD INDEX FDS9229086119,879$1.6M0.17%
73VANGUARD WORLD FD92191084015,415$1.6M0.17%
74NVIDIA CORPORATIONNVDA5,418$1.5M0.16%
75MASTERCARD INCORPORATEDMA4,013$1.5M0.16%
76NETFLIX INCNFLX4,150$1.4M0.16%
77FIRST TR VALUE LINE DIVID IN33734H10634,393$1.4M0.15%
78ISHARES TR46428746518,729$1.3M0.15%
79ISHARES TR46428787913,945$1.3M0.14%
80TESLA INCTSLA6,270$1.3M0.14%
81SCHWAB STRATEGIC TR80852479717,771$1.3M0.14%
82VANGUARD SCOTTSDALE FDS92206C10222,023$1.3M0.14%
83MARTIN MARIETTA MATLS INC5732841063,615$1.3M0.14%
84VANGUARD INDEX FDS9229085386,348$1.2M0.13%
85MERCK & CO INCMRK11,408$1.2M0.13%
86VANGUARD BD INDEX FDS92193783516,218$1.2M0.13%
87EXXON MOBIL CORPXOM10,785$1.2M0.13%
88ADOBE SYSTEMS INCORPORATEDADBE2,982$1.1M0.12%
89ISHARES TR46428717610,399$1.1M0.12%
90ABBVIE INCABBV6,965$1.1M0.12%
91VANGUARD INDEX FDS9229086295,249$1.1M0.12%
92ISHARES TR46428770510,739$1.1M0.12%
93AUTOMATIC DATA PROCESSING INADP4,619$1.0M0.11%
94DOUGLAS EMMETT INCDEI82,092$1.0M0.11%
95LINDE PLCLIN2,829$1.0M0.11%
96SPDR SER TR78464A49023,132$999,7700.11%
97BECTON DICKINSON & COBDX3,956$979,2720.11%
98FIRST TR EXCHANGE-TRADED FD33738R50621,819$978,9960.11%
99SCHWAB STRATEGIC TR80852420119,652$950,5790.10%
100SELECT SECTOR SPDR TR81369Y50610,620$879,6550.10%
101ISHARES TR46428745710,583$869,5020.09%
102UNITEDHEALTH GROUP INCUNH1,833$866,2940.09%
103CHEVRON CORP NEWCVX5,201$848,5720.09%
104VANGUARD WORLD FDS92204A7022,194$845,7400.09%
105VISA INCV3,736$842,2850.09%
106UNITED PARCEL SERVICE INCUPS4,293$832,8540.09%
107DISNEY WALT CO2546871068,298$830,8730.09%
108INVESCO EXCH TRADED FD TR IIIVZ13,313$830,7330.09%
109MAIN STR CAP CORP56035L10420,737$818,2820.09%
110PHILIP MORRIS INTL INC7181721098,392$816,1020.09%
111ENOVIX CORPORATIONENVX53,869$803,1870.09%
112ISHARES TR4642874818,799$801,1260.09%
113VANGUARD WORLD FD9219108735,596$800,9490.09%
114SCHWAB STRATEGIC TR80852450811,749$797,1980.09%
115AUTOZONE INCAZO320$786,6080.09%
116SCHWAB STRATEGIC TR80852410215,726$752,5040.08%
117VANGUARD WHITEHALL FDS92194679412,139$752,0270.08%
118ABBOTT LABSABLZF7,425$751,8660.08%
119BIOHAVEN LTDBHVN55,000$751,3000.08%
120VANGUARD ADMIRAL FDS INC9219325053,227$743,8040.08%
121ISHARES TR46428734119,352$730,7250.08%
122MCDONALDS CORPMCD2,575$720,0060.08%
123SELECT SECTOR SPDR TR81369Y60522,288$716,5570.08%
124CISCO SYS INCCSCO13,618$711,9050.08%
125COPART INCCPRT9,286$698,4000.08%
126SPDR GOLD TRGLD3,797$695,6860.08%
127BOOKING HOLDINGS INCBKNG261$692,2790.08%
128COMCAST CORP NEWCCZ17,889$678,1910.07%
129PROSHARES TR74347X83123,558$665,7580.07%
130SPDR S&P MIDCAP 400 ETF TRMDY1,437$658,5260.07%
131VANGUARD INTL EQUITY INDEX F92204267616,148$655,1230.07%
132SELECT SECTOR SPDR TR81369Y8034,280$646,3750.07%
133ISHARES TR46435G4257,085$640,8410.07%
134PFIZER INCPFE15,648$638,4320.07%
135PEPSICO INCPEP3,494$636,9770.07%
136DISCOVER FINL SVCS2547091086,255$618,2490.07%
137VERIZON COMMUNICATIONS INCVZ15,402$599,0000.06%
138PALO ALTO NETWORKS INCPANW2,958$590,8310.06%
139CASTLE BIOSCIENCES INCCSTL26,000$590,7200.06%
140OMEGA HEALTHCARE INVS INC68193610020,825$570,8270.06%
141LILLY ELI & COLLY1,659$569,5950.06%
142MORNINGSTAR INCMORN2,786$565,6760.06%
143INTERNATIONAL BUSINESS MACHSINTR4,289$562,2220.06%
144WISDOMTREE TRWT12,265$561,6300.06%
145SCHWAB STRATEGIC TR8085243008,559$557,7610.06%
146CDW CORPCDW2,731$532,2390.06%
147SCHWAB STRATEGIC TR8085244097,803$511,7140.06%
148TEXAS INSTRS INC8825081042,744$510,4900.06%
149ISHARES TR46435U54910,582$508,5710.06%
150PINNACLE FINL PARTNERS INC72346Q1049,096$501,7350.05%
151SALESFORCE INCCRM2,483$496,0540.05%
152ISHARES TR4642884144,596$495,2030.05%
153CERIDIAN HCM HLDG INC15677J1086,666$488,0850.05%
154COSTCO WHSL CORP NEW22160K105962$478,1600.05%
155AUTHID INCAUID1,041,739$468,7830.05%
156VANGUARD BD INDEX FDS92203C3039,466$466,1260.05%
157VERTIV HOLDINGS COVRT32,513$465,2610.05%
158LIGHT & WONDER INCLAWIL7,648$459,2620.05%
159ACCENTURE PLC IRELANDACN1,603$458,1120.05%
160ISHARES TR4642876222,031$457,5210.05%
161THERMO FISHER SCIENTIFIC INCTMO791$455,9130.05%
162STRYKER CORPORATIONSYK1,573$449,1180.05%
163AT&T INCT-PC23,259$447,7310.05%
164BROWN & BROWN INCBRO7,772$446,2790.05%
165SHELL PLCRYDAF7,558$434,8870.05%
166TOPGOLF CALLAWAY BRANDS CORP13119310419,993$432,2490.05%
167TARGET CORPTGT2,550$422,3440.05%
168SCHWAB STRATEGIC TR80852480511,999$417,5720.05%
169TELEDYNE TECHNOLOGIES INCTDY920$411,5710.04%
170VAIL RESORTS INCMTN1,735$405,4350.04%
171GOLUB CAP BDC INC38173M10229,551$400,7060.04%
172NEXTERA ENERGY INCNEE-PW5,147$396,6990.04%
173ACTIVISION BLIZZARD INC00507V1094,593$393,1260.04%
174AMPHENOL CORP NEW0320951014,777$390,4140.04%
175WALMART INCWMT2,636$388,6330.04%
176LIVE NATION ENTERTAINMENT INLYV5,496$384,7200.04%
177ISHARES INC4642864757,614$383,5620.04%
178ISHARES TR4642878043,916$378,7020.04%
179AMGEN INCAMGN1,529$369,7090.04%
180SPDR DOW JONES INDL AVERAGE78467X1091,111$369,4140.04%
181COCA COLA COKO5,951$369,1460.04%
182BOEING COBA-PA1,728$367,0790.04%
183VICOR CORPVICR7,762$364,3480.04%
184BROADCOM INCAVGO559$358,7170.04%
185VANGUARD ADMIRAL FDS INC9219328284,030$357,8240.04%
186ARES CAPITAL CORPARCC19,310$352,8910.04%
187ISHARES INC46434G86311,203$352,6570.04%
188STARBUCKS CORPSBUX3,374$351,2960.04%
189QUALCOMM INCQCOM2,744$350,1050.04%
190UNILEVER PLCUNLYF6,739$349,9560.04%
191TRACTOR SUPPLY COTSCO1,479$347,5620.04%
192ISHARES TR4642877213,704$343,7680.04%
193GENERAL ELECTRIC CO3696043013,580$342,2490.04%
194ISHARES TR46435G5164,694$337,2200.04%
195PERKINELMER INCRVTY2,499$333,0000.04%
196APPLIED MATLS INC0382221052,655$326,1180.04%
197INSPIRED ENTMT INC45782N10825,000$319,7500.03%
198IDEXX LABS INC45168D104633$316,5510.03%
199BRISTOL-MYERS SQUIBB COCELG-RI4,531$314,0170.03%
200ENDEAVOR GROUP HLDGS INC29260Y10913,111$313,7460.03%
201PAYPAL HLDGS INCPYPL4,122$313,0250.03%
202LIBERTY MEDIA CORP DELFWONB4,163$311,5170.03%
203CHENIERE ENERGY INCLNG1,972$310,8050.03%
204WABTEC9297401083,060$309,2440.03%
205MIDDLEBY CORPMIDD2,085$305,6820.03%
206VMWARE INC9285634022,448$305,6330.03%
207GILEAD SCIENCES INCGILD3,666$304,1540.03%
208INTUITINTU679$302,7200.03%
209STERIS PLCSTE1,577$301,6240.03%
210REGENERON PHARMACEUTICALSREGN367$301,5530.03%
211TORO COTORO2,700$300,1680.03%
212COLGATE PALMOLIVE COCL3,989$299,7800.03%
213NOVO-NORDISK A SNONOF1,874$298,1600.03%
214LIBERTY MEDIA CORP DELFWONB10,589$296,3860.03%
215PAYCHEX INCPAYX2,578$295,3690.03%
216INVESCO EXCHANGE TRADED FD TIVZ1,879$294,5710.03%
217PINTEREST INCPINS10,431$284,4530.03%
218ASTRAZENECA PLCAZN4,096$284,3050.03%
219XCEL ENERGY INCXELLL4,193$282,7790.03%
220ENTEGRIS INCENTG3,433$281,5290.03%
221UNION PAC CORPUNP1,391$279,8870.03%
222LULULEMON ATHLETICA INCLULU753$274,2350.03%
223SERVICE CORP INTL8175651043,977$273,5340.03%
224JACOBS SOLUTIONS INCJ2,280$267,9110.03%
225ROLLINS INCROL7,020$263,4450.03%
226CONSOLIDATED EDISON INCED2,748$262,9110.03%
227BIO-TECHNE CORPTECH3,537$262,4290.03%
228SPDR SER TR78464A6985,900$258,7740.03%
229EATON CORP PLCETN1,488$255,0010.03%
230NORTHROP GRUMMAN CORPNOC550$253,9460.03%
231ISHARES TR46434V4567,168$253,0340.03%
232ON SEMICONDUCTOR CORPON3,067$252,4750.03%
233SYSCO CORPSYY3,264$252,0800.03%
234ORACLE CORPORCL-PD2,685$249,4670.03%
235SPDR SER TR78468R7473,000$248,7000.03%
236MARATHON PETE CORPMARA1,844$248,6000.03%
237ECOLAB INCECL1,491$246,8060.03%
238CSX CORPCSX8,230$246,4090.03%
239SELECT SECTOR SPDR TR81369Y3083,284$245,3690.03%
240ILLINOIS TOOL WKS INC452308109991$241,2620.03%
241ADVANCED MICRO DEVICES INCAMD2,459$241,0130.03%
242WELLS FARGO CO NEW9497461016,395$239,0450.03%
243MP MATERIALS CORPMP8,464$238,6000.03%
244POOL CORPPOOL693$237,3120.03%
245EOG RES INCEOG2,060$236,1410.03%
246ISHARES TR4642871011,235$230,9070.03%
247SONY GROUP CORPORATIONSNEJF2,527$229,0730.02%
248BOWLERO CORPLUCK12,884$218,3840.02%
249TAIWAN SEMICONDUCTOR MFG LTD8740391002,334$217,1090.02%
250COINBASE GLOBAL INCCOIN3,167$213,9940.02%
251BROWN FORMAN CORPBF-B3,322$213,5320.02%
252SCHWAB STRATEGIC TR8085246075,057$212,0440.02%
253MONDELEZ INTL INC6092071053,016$210,3090.02%
254TJX COS INC NEW8725401092,667$208,9930.02%
255ALIBABA GROUP HLDG LTDBBAAY2,029$207,3230.02%
256ISHARES TR46434V6214,136$206,7580.02%
257ASML HOLDING N VASMLF303$206,1700.02%
258PROGRESSIVE CORP7433151031,438$205,7210.02%
259VANECK ETF TRUST92189F1066,250$202,1880.02%
260CION INVT CORP17259U20418,527$182,8600.02%
261REDWOOD TRUST INCRWTQ22,398$150,9620.02%
262PEARSON PLCPSORF14,039$146,7080.02%
263FORD MTR CO DEL34537086010,155$127,9490.01%
264PLUG POWER INCPLUG10,756$126,0600.01%
265CLARIVATE PLCCLVT13,414$125,9570.01%
266LANZATECH GLOBAL INCLNZAW30,522$118,4250.01%
267JETBLUE AWYS CORP47714310115,379$111,9590.01%
268EATON VANCE MUNI INCOME TRUSETN10,956$110,9840.01%
269JANUS INTERNATIONAL GROUP INJBI10,493$103,4610.01%
270COLLPLANT BIOTECHNOLOGIES LTCLGN13,202$92,6780.01%
271SIRIUS XM HOLDINGS INCSIRI16,749$66,4940.01%
272ATHIRA PHARMA INC04746L10420,538$51,3450.01%
273NEXGEL INCNXGLW35,715$45,7150.00%
274SMARTRENT INCSMRT12,347$31,4850.00%
275VTV THERAPEUTICS INCVTVT30,000$24,2340.00%
276NEOLEUKIN THERAPEUTICS INC64049K10423,428$16,4000.00%
277ACORDA THERAPEUTICS INC00484M60114,370$8,4210.00%