Quantum Financial Planning Services, Inc. Portfolio Holdings by Sector

Quantum Financial Planning Services, Inc.

$180 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VCSH VUG SPLG BND DFAT VXUS QQQ ESGV 15 stocks	$164 Million 94.19% of portfolio	15	-	15	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$2 Million 1.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.68 Million 0.97% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.22 Million 0.7% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.13 Million 0.65% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$915,965 0.53% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$581,558 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$433,525 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$427,915 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV 1 stocks	$329,494 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$314,385 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$305,540 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS 1 stocks	$287,079 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology NOW 1 stocks	$265,030 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$225,471 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts

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