Quantum Financial Advisors, LLC Purchases in Q4 2024

Quantum Financial Advisors, LLC

  • $486 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
218K
New
N/A
218K $57.9M
AVUS
American Centy ETF Tr Avantis

ETFs
39.8K
+ 4.12%
$94.36 - $102.06 $3.75M - $4.06M
1.01M $97.4M
DFAU
Dimensional ETF Tr

ETFs
124K
+ 20.71%
$39.27 - $42.38 $4.88M - $5.26M
724K $29.3M
AAPL
Apple Inc.

Technology
6K
+ 9.54%
$221.69 - $259.02 $1.33M - $1.56M
68.9K $17.3M
DFAE
Dimensional ETF Tr

ETFs
107K
+ 72.35%
$25.36 - $28.15 $2.71M - $3.01M
255K $6.46M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.53K
+ 457.46%
$567.81 - $607.81 $2M - $2.14M
4.3K $2.52M
NVDA
Nvidia Corp

Technology
11.9K
+ 37.65%
$117.0 - $148.88 $1.4M - $1.78M
43.6K $5.86M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.61K
New
$481.22 - $538.17 $1.26M - $1.4M
2.61K $1.33M
AMZN
Amazon Com Inc

Consumer Cyclical
3.65K
+ 32.07%
$180.88 - $232.93 $660K - $850K
15K $3.3M
DFAI
Dimensional ETF Tr

ETFs
81K
+ 16.13%
$29.0 - $31.6 $2.35M - $2.56M
584K $17M
VTI
Vanguard Total Stock Market Et

ETFs
2.26K
+ 21.64%
$280.04 - $302.45 $632K - $683K
12.7K $3.68M
AVDV
American Centy ETF Tr Avantis

ETFs
27K
+ 14.58%
$63.85 - $70.4 $1.73M - $1.9M
212K $13.8M
GOOGL
Alphabet Inc.

Communication Services
2.73K
+ 32.35%
$161.86 - $196.66 $443K - $538K
11.2K $2.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
25.5K
New
$26.93 - $84.95 $686K - $2.16M
25.5K $696K
GOOG
Alphabet Inc.

Communication Services
1.26K
+ 12.34%
$163.08 - $198.16 $206K - $250K
11.5K $2.19M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
7.66K
New
$56.61 - $61.63 $434K - $472K
7.66K $434K
XLP
Consumer Staples Sector Spdr

ETFs
4.82K
New
N/A
4.82K $366K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.35K
New
$100.18 - $109.1 $335K - $365K
3.35K $351K
APP
App Lovin Corp

Technology
949
New
$130.67 - $401.5 $124K - $381K
949 $307K
BMY
Bristol Myers Squibb CO

Healthcare
5.18K
New
$51.92 - $59.94 $269K - $311K
5.18K $293K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.06K
New
$173.13 - $258.09 $184K - $275K
1.06K $245K
DFS
Discover Financial Services

Financial Services
1.26K
New
$136.3 - $182.67 $172K - $230K
1.26K $218K
APO
Apollo Global Management, Inc.

Financial Services
1.31K
New
$131.36 - $178.61 $172K - $234K
1.31K $216K
UAL
United Airlines Holdings, Inc.

Industrials
2.22K
New
$55.62 - $102.44 $123K - $227K
2.22K $215K
OKE
Oneok Inc

Energy
2.15K
New
$92.28 - $117.05 $198K - $251K
2.15K $215K
LNG
Cheniere Energy, Inc.

Energy
996
New
$181.07 - $225.92 $180K - $225K
996 $214K
CMI
Cummins Inc

Industrials
608
New
$324.93 - $383.42 $198K - $233K
608 $211K
LPLA
Lpl Financial Holdings Inc.

Financial Services
636
New
$229.85 - $335.91 $146K - $214K
636 $207K
FDX
Fedex Corp

Industrials
725
New
$260.5 - $305.15 $189K - $221K
725 $203K
WMB
Williams Companies, Inc.

Energy
3.75K
New
$46.37 - $59.74 $174K - $224K
3.75K $202K
USB
Us Bancorp \De\

Financial Services
4.19K
New
$43.98 - $53.66 $184K - $225K
4.19K $200K
V
Visa Inc.

Financial Services
88
+ 2.26%
$273.87 - $320.91 $24.1K - $28.2K
3.99K $1.26M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
17.6K
+ 5.35%
$45.17 - $47.23 $796K - $832K
347K $15.7M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.49K
+ 8.96%
$23.88 - $24.32 $227K - $231K
115K $2.77M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.27K
+ 10.14%
$24.82 - $25.48 $230K - $236K
101K $2.51M
AVDE
American Centy ETF Tr Avantis

ETFs
39.2K
+ 9.9%
$60.9 - $66.69 $2.39M - $2.62M
435K $26.7M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
5.63K
+ 4.78%
N/A
124K $2.93M
COST
Costco Wholesale Corp

Consumer Defensive
105
+ 8.79%
$873.59 - $994.69 $91.7K - $104K
1.3K $1.19M
COP
Conocophillips

Energy
1.47K
+ 52.25%
$95.12 - $114.72 $140K - $169K
4.3K $425K
AVUV
American Centy ETF Tr Avantis

ETFs
464
+ 0.47%
$94.37 - $106.41 $43.8K - $49.4K
99.7K $9.63M
PFF
Ishares Trust Ishares Pfd And

ETFs
3.4K
+ 37.79%
$31.23 - $33.51 $106K - $114K
12.4K $389K
MSFT
Microsoft Corp

Technology
504
+ 3.3%
$406.35 - $454.46 $205K - $229K
15.8K $6.66M
IBMP
Ishares Tr Ibonds December 202

ETFs
4.73K
+ 3.73%
$25.08 - $25.43 $119K - $120K
131K $3.3M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.28K
+ 5.82%
$25.06 - $25.59 $107K - $110K
77.9K $1.96M
IBDV
Ishares Tr

Technology
6.51K
+ 7.55%
$21.24 - $22.15 $138K - $144K
92.8K $1.98M
ACN
Accenture PLC

Technology
95
+ 3.73%
$343.9 - $376.86 $32.7K - $35.8K
2.64K $928K
EME
Emcor Group, Inc.

Industrials
1
+ 0.11%
$427.96 - $526.95 $428 - $527
950 $431K
HON
Honeywell International Inc

Industrials
2
+ 0.2%
$202.84 - $236.0 $406 - $472
999 $225K
DISV
Dimensional ETF Tr Dimensional

ETFs
44.9K
+ 9.51%
$26.18 - $28.77 $1.17M - $1.29M
517K $13.7M
Activity Summary
Buys All Purchases 75 New Holdings 21 Increased Positions 54 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Quantum Financial Advisors, LLC Portfolio

Follow Quantum Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quantum Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quantum Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email