StockDriftsStockDriftsTop 50 Simon Quick Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 8.23% | 276.7K | $179.9M | -12.05%(-37.89K) | $405.55(+83.65%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 6.25% | 312.6K | $136.6M | -2.44%(-7.81K) | $44.25(+93.22%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.94% | 662.2K | $129.9M | +5.38%(+33.78K) | $147.29(+48.80%) | 2026-03-31 | |
| IWF | ISHARES TR | 4.83% | 247.5K | $105.5M | -0.77%(-1.92K) | $240.34(-49.59%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.13% | 150.9K | $90.2M | +0.62%(+935) | $486.91(+40.65%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 3.96% | 1.53M | $86.6M | +0.23%(+3.49K) | $38.91(+58.43%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.94% | 131.7K | $86.1M | -0.97%(-1.29K) | $494.74(+51.28%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.23% | 277.9K | $70.5M | -3.15%(-9.03K) | $163.66(+88.58%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.22% | 1.10M | $70.4M | +10.88%(+107.80K) | $53.52(+32.30%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 2.98% | 1.29M | $65.2M | -0.68%(-8.92K) | $50.79(-0.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.37% | +53.57% |
| Top 20 Holdings Unweighted | +15.16% | +52.71% |
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