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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 Q3 2023 · Filed August 1, 2023 · Accession 0001692038-23-000003

Total Value
$1.08B
Positions
285
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (285)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY268,621$119.1M10.99%
2SPDR SER TR78464A5082,029,821$87.7M8.10%
3ISHARES TR464287614253,957$69.9M6.45%
4VANGUARD INDEX FDS922908736230,718$65.3M6.03%
5ISHARES TR464287150553,057$54.1M5.00%
6VANGUARD INDEX FDS922908744372,681$53.0M4.89%
7APPLE INCAAPL214,066$41.5M3.83%
8ISHARES TR464287598228,681$36.1M3.33%
9ISHARES TR46428720067,896$30.3M2.79%
10VANGUARD INTL EQUITY INDEX F922042742273,612$26.5M2.45%
11ISHARES TR464288679188,435$20.8M1.92%
12VANGUARD INDEX FDS92290876994,306$20.8M1.92%
13BERKSHIRE HATHAWAY INC DELBRK-A38$19.7M1.82%
14ISHARES TR46434V878324,045$16.3M1.50%
15J P MORGAN EXCHANGE TRADED F46641Q837315,262$15.8M1.46%
16VANGUARD TAX-MANAGED FDS921943858312,498$14.4M1.33%
17ISHARES TR46428750752,570$13.7M1.27%
18BANK AMERICA CORP060505104452,790$13.0M1.20%
19AMAZON COM INCAMZN96,565$12.6M1.16%
20MICROSOFT CORPMSFT35,622$12.1M1.12%
21ISHARES TR46432F842167,900$11.3M1.05%
22VANGUARD INTL EQUITY INDEX F922042858217,641$8.9M0.82%
23HUBBELL INCHUBB25,619$8.5M0.78%
24ISHARES TR46428764832,707$7.9M0.73%
25ISHARES TR464287309108,907$7.7M0.71%
26DATADOG INCDDOG77,716$7.6M0.71%
27ISHARES TR46428722672,425$7.1M0.65%
28ISHARES TR46428749996,205$7.0M0.65%
29VANGUARD MUN BD FDS922907746134,989$6.8M0.63%
30ISHARES INC46434G103123,780$6.1M0.56%
31BERKSHIRE HATHAWAY INC DELBRK-A16,411$5.6M0.52%
32SPDR INDEX SHS FDS78463X889171,919$5.6M0.52%
33META PLATFORMS INCMETA18,884$5.4M0.50%
34MP MATERIALS CORPMP228,070$5.2M0.48%
35ISHARES TR46436E71849,676$5.0M0.46%
36VANGUARD INTL EQUITY INDEX F92204277590,399$4.9M0.45%
37ISHARES TR46428824093,715$4.6M0.43%
38VANGUARD INDEX FDS92290836311,271$4.6M0.42%
39ISHARES TR46432F33933,920$4.6M0.42%
40SPDR INDEX SHS FDS78463X509127,992$4.4M0.41%
41SPDR SER TR78464A76335,875$4.4M0.41%
42VANGUARD SPECIALIZED FUNDS92190884426,375$4.3M0.40%
43ISHARES TR46432F38845,234$4.2M0.39%
44ISHARES TR46428825743,927$4.2M0.39%
45VANGUARD WHITEHALL FDS92194640639,208$4.2M0.38%
46ALPHABET INCGOOG32,899$3.9M0.36%
47VANGUARD CHARLOTTE FDS92203J40780,189$3.9M0.36%
48SCHWAB STRATEGIC TR80852479753,787$3.9M0.36%
49MORGAN STANLEYMS-PQ45,637$3.9M0.36%
50ALPHABET INCGOOG28,235$3.4M0.32%
51VANGUARD INDEX FDS92290875116,972$3.4M0.31%
52VANGUARD INDEX FDS92290865222,494$3.3M0.31%
53SPDR SER TR78464A30041,315$3.2M0.29%
54ISHARES TR46428723477,630$3.1M0.28%
55ISHARES TR46428768911,730$3.0M0.28%
56VANGUARD SCOTTSDALE FDS92206C40937,311$2.8M0.26%
57ISHARES TR46428815825,941$2.7M0.25%
58ISHARES TR46428740816,471$2.7M0.25%
59VANGUARD SCOTTSDALE FDS92206C68037,264$2.6M0.24%
60VANGUARD ADMIRAL FDS INC92193288529,576$2.6M0.24%
61ISHARES TR46428765513,969$2.6M0.24%
62ISHARES TR46428827343,362$2.6M0.24%
63JOHNSON & JOHNSONJNJ15,392$2.5M0.24%
64INVESCO QQQ TRIVZ6,532$2.4M0.22%
65JPMORGAN CHASE & COVYLD16,583$2.4M0.22%
66ISHARES TR46428716820,898$2.4M0.22%
67PROCTER AND GAMBLE CO74271810914,197$2.2M0.20%
68NVIDIA CORPORATIONNVDA4,928$2.1M0.19%
69BALL CORPBALL35,778$2.1M0.19%
70VANGUARD INTL EQUITY INDEX F92204271818,170$2.0M0.19%
71TESLA INCTSLA6,672$1.7M0.16%
72COMPASS INCCOMP497,975$1.7M0.16%
73HOME DEPOT INCHD5,547$1.7M0.16%
74NETFLIX INCNFLX3,870$1.7M0.16%
75VANGUARD INDEX FDS9229085957,177$1.6M0.15%
76VANGUARD INDEX FDS9229086119,880$1.6M0.15%
77VANGUARD WORLD FD92191084015,423$1.6M0.15%
78VANGUARD INDEX FDS92290855318,804$1.6M0.15%
79CROWN CASTLE INCCCI13,524$1.5M0.14%
80ADOBE SYSTEMS INCORPORATEDADBE3,045$1.5M0.14%
81MASTERCARD INCORPORATEDMA3,750$1.5M0.14%
82VANGUARD BD INDEX FDS92193783519,507$1.4M0.13%
83MARTIN MARIETTA MATLS INC5732841062,993$1.4M0.13%
84ISHARES TR46428746518,772$1.4M0.13%
85BIOHAVEN LTDBHVN55,011$1.3M0.12%
86VANGUARD INDEX FDS9229085386,195$1.3M0.12%
87ISHARES TR46428787913,148$1.3M0.12%
88MERCK & CO INCMRK10,076$1.2M0.11%
89DOUGLAS EMMETT INCDEI91,915$1.2M0.11%
90ISHARES TR46428717610,587$1.1M0.11%
91EXXON MOBIL CORPXOM10,593$1.1M0.10%
92ISHARES TR46428770510,578$1.1M0.10%
93VISA INCV4,709$1.1M0.10%
94LINDE PLCLIN2,885$1.1M0.10%
95BECTON DICKINSON & COBDX4,044$1.1M0.10%
96HONEYWELL INTL INC4385161065,128$1.1M0.10%
97VANGUARD WORLD FDS92204A7022,343$1.0M0.10%
98FIRST TR EXCHANGE-TRADED FD33738R50621,959$1.0M0.10%
99AUTOMATIC DATA PROCESSING INADP4,667$1.0M0.09%
100SELECT SECTOR SPDR TR81369Y50612,542$1.0M0.09%
101SCHWAB STRATEGIC TR80852420119,406$1.0M0.09%
102FIRST TR VALUE LINE DIVID IN33734H10625,220$1.0M0.09%
103VANGUARD SCOTTSDALE FDS92206C87012,772$1.0M0.09%
104UNITEDHEALTH GROUP INCUNH2,077$998,3260.09%
105SCHWAB STRATEGIC TR80852430013,177$987,6040.09%
106ENOVIX CORPORATIONENVX53,869$971,7970.09%
107VANGUARD INDEX FDS9229086294,360$959,9610.09%
108VANGUARD ADMIRAL FDS INC9219325053,725$946,5350.09%
109VANGUARD WORLD FD9219108736,034$944,0510.09%
110AUTHID INCAUID1,041,739$927,1480.09%
111LILLY ELI & COLLY1,874$878,6800.08%
112ISHARES TR4642874818,807$851,0050.08%
113INVESCO EXCH TRADED FD TR IIIVZ13,390$841,0490.08%
114ISHARES TR46428745710,365$840,4000.08%
115MAIN STR CAP CORP56035L10420,754$830,7830.08%
116MCDONALDS CORPMCD2,777$828,7840.08%
117SCHWAB STRATEGIC TR80852450811,639$826,6980.08%
118CHEVRON CORP NEWCVX5,223$821,7790.08%
119SCHWAB STRATEGIC TR80852410215,727$813,0660.08%
120ABBOTT LABSABLZF7,439$811,0220.07%
121ABBVIE INCABBV5,770$777,3330.07%
122VANGUARD WHITEHALL FDS92194679412,160$768,4840.07%
123PALO ALTO NETWORKS INCPANW2,994$764,9970.07%
124COMCAST CORP NEWCCZ18,235$757,6590.07%
125UNITED PARCEL SERVICE INCUPS4,189$750,8800.07%
126CISCO SYS INCCSCO14,501$750,2790.07%
127PROSHARES TR74347X83118,231$747,4640.07%
128COPART INCCPRT8,194$747,3750.07%
129INTERNATIONAL BUSINESS MACHSINTR5,564$744,5750.07%
130DISCOVER FINL SVCS2547091086,356$742,7040.07%
131AUTOZONE INCAZO297$740,5280.07%
132ISHARES TR46428734119,723$734,0860.07%
133PEPSICO INCPEP3,875$717,7490.07%
134DISNEY WALT CO2546871067,970$711,5880.07%
135BOOKING HOLDINGS INCBKNG261$704,7860.07%
136SPDR SER TR78464A49016,662$695,8150.06%
137SELECT SECTOR SPDR TR81369Y60520,488$690,6350.06%
138VANGUARD SCOTTSDALE FDS92206C10211,759$678,8280.06%
139SELECT SECTOR SPDR TR81369Y8033,821$664,3360.06%
140ACCENTURE PLC IRELANDACN2,131$657,4520.06%
141PFIZER INCPFE17,912$656,9980.06%
142VERTIV HOLDINGS COVRT26,244$650,0640.06%
143OMEGA HEALTHCARE INVS INC68193610021,049$646,0090.06%
144PHILIP MORRIS INTL INC7181721095,997$585,4240.05%
145SPDR S&P MIDCAP 400 ETF TRMDY1,219$583,6030.05%
146COSTCO WHSL CORP NEW22160K1051,067$574,6370.05%
147WISDOMTREE TRWT12,273$571,0670.05%
148ISHARES TR46435G4255,703$555,8520.05%
149SALESFORCE INCCRM2,620$553,5010.05%
150SPDR GOLD TRGLD3,082$549,4280.05%
151VERIZON COMMUNICATIONS INCVZ14,733$547,9200.05%
152BROADCOM INCAVGO623$540,5390.05%
153VANGUARD INTL EQUITY INDEX F92204267613,291$534,1800.05%
154SCHWAB STRATEGIC TR8085244097,851$526,7100.05%
155PINNACLE FINL PARTNERS INC72346Q1049,068$513,7020.05%
156TEXAS INSTRS INC8825081042,828$509,1720.05%
157ISHARES INC4642864759,421$504,7780.05%
158ARES CAPITAL CORPARCC26,140$491,1700.05%
159ISHARES TR4642884144,596$490,5790.05%
160ISHARES TR4642876221,999$487,3070.04%
161MORNINGSTAR INCMORN2,434$477,3300.04%
162SHELL PLCRYDAF7,713$465,7110.04%
163LIGHT & WONDER INCLAWIL6,590$453,1280.04%
164ISHARES TR46435U5499,562$451,0400.04%
165SCHWAB STRATEGIC TR80852480512,457$444,0810.04%
166WALMART INCWMT2,816$442,6390.04%
167BROWN & BROWN INCBRO6,275$431,9780.04%
168CDW CORPCDW2,339$429,1750.04%
169VICOR CORPVICR7,788$420,5520.04%
170GENERAL ELECTRIC CO3696043013,825$420,1790.04%
171THERMO FISHER SCIENTIFIC INCTMO803$418,9710.04%
172GOLUB CAP BDC INC38173M10230,060$405,8080.04%
173ISHARES TR4642877213,704$403,2540.04%
174APPLIED MATLS INC0382221052,772$400,6700.04%
175CASTLE BIOSCIENCES INCCSTL29,062$398,7310.04%
176TOPGOLF CALLAWAY BRANDS CORP13119310420,054$398,0720.04%
177SPDR DOW JONES INDL AVERAGE78467X1091,156$397,5510.04%
178AMGEN INCAMGN1,750$388,6020.04%
179NEXTERA ENERGY INCNEE-PW5,173$383,8720.04%
180ISHARES TR4642878043,840$382,6690.04%
181COCA COLA COKO6,354$382,6110.04%
182ADVANCED MICRO DEVICES INCAMD3,325$378,7580.03%
183BOEING COBA-PA1,757$371,0080.03%
184VANGUARD ADMIRAL FDS INC9219328284,030$370,3170.03%
185INSPIRED ENTMT INC45782N10825,000$367,7500.03%
186LIVE NATION ENTERTAINMENT INLYV3,990$363,5290.03%
187LIBERTY MEDIA CORP DELFWONB4,827$363,3770.03%
188VAIL RESORTS INCMTN1,442$363,0380.03%
189AT&T INCT-PC22,747$362,8170.03%
190VMWARE INC9285634022,477$355,9200.03%
191ORACLE CORPORCL-PD2,973$354,0350.03%
192AMPHENOL CORP NEW0320951014,136$351,3290.03%
193ASTRAZENECA PLCAZN4,854$347,4020.03%
194COLGATE PALMOLIVE COCL4,480$345,1480.03%
195STARBUCKS CORPSBUX3,406$337,3620.03%
196UNION PAC CORPUNP1,591$325,6220.03%
197INTUITINTU702$321,6540.03%
198UBER TECHNOLOGIES INCUBER7,307$315,4430.03%
199WELLS FARGO CO NEW9497461017,375$314,7650.03%
200NOVO-NORDISK A SNONOF1,939$313,7540.03%
201GILEAD SCIENCES INCGILD4,069$313,5850.03%
202INVESCO EXCHANGE TRADED FD TIVZ1,886$308,7250.03%
203STRYKER CORPORATIONSYK1,008$307,5040.03%
204QUALCOMM INCQCOM2,511$298,8630.03%
205CSX CORPCSX8,734$297,8330.03%
206UNILEVER PLCUNLYF5,653$294,6910.03%
207CHENIERE ENERGY INCLNG1,932$294,3770.03%
208ISHARES INC46434G8639,196$290,8700.03%
209BRISTOL-MYERS SQUIBB COCELG-RI4,514$288,6400.03%
210CERIDIAN HCM HLDG INC15677J1084,299$287,9040.03%
211TRACTOR SUPPLY COTSCO1,281$283,2580.03%
212IDEXX LABS INC45168D104563$282,7550.03%
213ECOLAB INCECL1,512$282,2800.03%
214TELEDYNE TECHNOLOGIES INCTDY685$281,6100.03%
215TAIWAN SEMICONDUCTOR MFG LTD8740391002,762$278,7410.03%
216VANECK ETF TRUST92189F1069,250$278,5180.03%
217PINTEREST INCPINS10,175$278,1850.03%
218LANZATECH GLOBAL INCLNZAW40,348$275,5770.03%
219ACTIVISION BLIZZARD INC00507V1093,266$275,3340.03%
220ZILLOW GROUP INCZ5,582$274,6340.03%
221REVVITY INCRVTY2,278$270,6190.02%
222ISHARES TR46435G5163,710$270,5530.02%
223ENTEGRIS INCENTG2,431$269,4440.02%
224STERIS PLCSTE1,189$267,5920.02%
225JACOBS SOLUTIONS INCJ2,239$266,1980.02%
226ROLLINS INCROL6,204$265,7000.02%
227PAYCHEX INCPAYX2,371$265,2790.02%
228NORTHROP GRUMMAN CORPNOC581$264,8200.02%
229SPDR SER TR78468R7473,000$264,1200.02%
230WABTEC9297401082,397$262,8800.02%
231REGENERON PHARMACEUTICALSREGN365$262,2670.02%
232XCEL ENERGY INCXELLL4,208$261,6160.02%
233TEMPUR SEALY INTL INCSGI6,489$260,0140.02%
234ILLINOIS TOOL WKS INC4523081091,029$257,4220.02%
235DANAHER CORPORATION2358511021,070$256,8000.02%
236ISHARES TR4642871011,238$256,3800.02%
237LULULEMON ATHLETICA INCLULU674$255,1090.02%
238CONSOLIDATED EDISON INCED2,817$254,6660.02%
239CONOCOPHILLIPSCOP2,429$251,6400.02%
240MEDTRONIC PLCMDT2,837$249,9700.02%
241TJX COS INC NEW8725401092,914$247,0850.02%
242PAYPAL HLDGS INCPYPL3,621$241,6290.02%
243MIDDLEBY CORPMIDD1,634$241,5540.02%
244VERTEX PHARMACEUTICALS INCVRTX682$240,0030.02%
245S&P GLOBAL INCSPGI598$239,7410.02%
246MONDELEZ INTL INC6092071053,273$238,7680.02%
247SCHWAB CHARLES CORPSCHW-PJ4,210$238,6230.02%
248SYSCO CORPSYY3,214$238,4830.02%
249SELECT SECTOR SPDR TR81369Y3083,205$237,7370.02%
250ASML HOLDING N VASMLF325$235,5980.02%
251EOG RES INCEOG2,055$235,2170.02%
252SONY GROUP CORPORATIONSNEJF2,597$233,8340.02%
253LIBERTY MEDIA CORP DELFWONB7,044$230,5500.02%
254SCHWAB STRATEGIC TR8085246075,188$227,2310.02%
255LOWES COS INC548661107997$225,0540.02%
256COINBASE GLOBAL INCCOIN3,137$224,4520.02%
257TORO COTORO2,203$223,9230.02%
258THE CIGNA GROUP125523100787$220,8510.02%
259RAYTHEON TECHNOLOGIES CORPRTX2,243$219,6950.02%
260TAKE-TWO INTERACTIVE SOFTWARTTWO1,470$216,3250.02%
261ELECTRONIC ARTS INCEA1,648$213,7460.02%
262PROLOGIS INC.PLDGP1,721$211,1000.02%
263SERVICENOW INCNOW374$210,1770.02%
264SERVICE CORP INTL8175651043,244$209,4990.02%
265BROWN FORMAN CORPBF-B3,113$207,9140.02%
266BOWLERO CORPLUCK17,726$206,3310.02%
267INTERCONTINENTAL EXCHANGE IN45866F1041,819$205,6960.02%
268TARGET CORPTGT1,550$204,3920.02%
269MARATHON PETE CORPMARA1,751$204,1430.02%
270CION INVT CORP17259U20419,115$198,4150.02%
271CLARIVATE PLCCLVT20,791$198,1380.02%
272REDWOOD TRUST INCRWTQ23,178$147,6460.01%
273PEARSON PLCPSORF14,082$147,5790.01%
274JANUS INTERNATIONAL GROUP INJBI13,652$145,5300.01%
275JETBLUE AWYS CORP47714310115,601$138,2250.01%
276SATELLOGIC INCSATLW59,084$115,8050.01%
277PLUG POWER INCPLUG10,708$111,2560.01%
278EATON VANCE MUNI INCOME TRUSETN10,956$109,0120.01%
279WIPRO LTDWIT21,882$103,2830.01%
280NEXGEL INCNXGLW35,715$89,3410.01%
281SIRIUS XM HOLDINGS INCSIRI18,585$84,1900.01%
282ATHIRA PHARMA INC04746L10420,538$60,5870.01%
283SMARTRENT INCSMRT15,326$58,6990.01%
284VTV THERAPEUTICS INCVTVT30,000$22,1940.00%
285NEOLEUKIN THERAPEUTICS INC64049K10423,428$19,4450.00%