Quantum Financial Advisors, LLC Purchases in Q2 2025

Quantum Financial Advisors, LLC

  • $465 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
85.4K
+ 8.34%
$81.38 - $100.82 $6.95M - $8.61M
1.11M $112M
GLDM
World Gold Trust

ETFs
90.7K
New
$58.96 - $67.97 $5.35M - $6.17M
90.7K $5.95M
VTI
Vanguard Total Stock Market Et

ETFs
11.4K
+ 87.67%
$243.75 - $303.93 $2.77M - $3.46M
24.4K $7.41M
AVEM
American Centy ETF Tr Avantis

ETFs
12.8K
+ 4.16%
$53.08 - $68.54 $680K - $878K
321K $22M
NVDA
Nvidia Corp

Technology
3.56K
+ 11.04%
$94.31 - $157.99 $336K - $563K
35.8K $5.66M
AVUV
American Centy ETF Tr Avantis

ETFs
16.5K
+ 14.12%
$75.17 - $91.21 $1.24M - $1.51M
134K $12.2M
AVDV
American Centy ETF Tr Avantis

ETFs
523
+ 0.26%
$61.76 - $79.32 $32.3K - $41.5K
204K $16.2M
VGT
Vanguard Information Technolog

ETFs
2.74K
New
$470.37 - $663.28 $1.29M - $1.82M
2.74K $1.82M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.22K
+ 396.95%
$416.06 - $551.64 $922K - $1.22M
2.77K $1.53M
DFSV
Dimensional ETF Tr Dimensional

ETFs
25.1K
+ 28.22%
$24.21 - $29.47 $607K - $738K
114K $3.35M
AMZN
Amazon Com Inc

Consumer Cyclical
1.68K
+ 12.04%
$167.32 - $223.3 $281K - $375K
15.6K $3.43M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
25.3K
+ 19.09%
$23.96 - $24.27 $606K - $614K
158K $3.83M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
22.3K
+ 14.68%
N/A
175K $4.15M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
20K
+ 16.0%
$24.94 - $25.42 $500K - $509K
145K $3.69M
COF
Capital One Financial Corp

Financial Services
2.27K
New
$150.57 - $212.76 $341K - $482K
2.27K $482K
UCO
Pro Shares Trust Ii

ETFs
21.4K
New
$18.66 - $27.87 $399K - $596K
21.4K $479K
GOOGL
Alphabet Inc.

Communication Services
784
+ 7.11%
$144.7 - $178.6 $113K - $140K
11.8K $2.08M
VHT
Vanguard Health Care ETF

ETFs
1.51K
New
$236.71 - $261.92 $356K - $394K
1.51K $373K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.7K
+ 27.73%
$29.12 - $35.84 $224K - $276K
35.5K $1.27M
HOOD
Robinhood Markets, Inc.

Technology
3.77K
New
$34.17 - $93.63 $129K - $353K
3.77K $353K
ORCL
Oracle Corp

Technology
100
+ 2.52%
$122.82 - $218.63 $12.3K - $21.9K
4.07K $888K
VIS
Vanguard Industrial ETF

ETFs
1.1K
New
$220.04 - $280.07 $241K - $307K
1.1K $306K
GOOG
Alphabet Inc.

Communication Services
367
+ 3.36%
$146.58 - $180.01 $53.8K - $66.1K
11.3K $2.01M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
10.8K
+ 9.83%
$22.7 - $23.33 $246K - $253K
121K $2.82M
FLEX
Flex Ltd.

Technology
5.5K
New
$26.68 - $50.09 $147K - $275K
5.5K $274K
FIX
Comfort Systems Usa Inc

Industrials
466
New
$296.51 - $536.21 $138K - $250K
466 $249K
LLY
Eli Lilly & CO

Healthcare
381
+ 34.39%
$713.71 - $898.95 $272K - $342K
1.49K $1.16M
ETN
Eaton Corp PLC

Industrials
668
New
$246.52 - $356.99 $165K - $238K
668 $238K
NRG
Nrg Energy, Inc.

Utilities
1.47K
New
$83.61 - $162.67 $123K - $239K
1.47K $236K
APH
Amphenol Corp

Technology
2.34K
New
$59.09 - $98.75 $138K - $231K
2.34K $231K
ADI
Analog Devices Inc

Technology
917
New
$164.6 - $238.02 $151K - $218K
917 $218K
IEUS
Ishares Msci Europe Small Cap

ETFs
3.25K
New
$51.62 - $67.33 $168K - $219K
3.25K $216K
CTAS
Cintas Corp

Industrials
953
New
$190.11 - $227.66 $181K - $217K
953 $212K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.56K
New
$65.04 - $82.18 $167K - $211K
2.56K $210K
MMM
3 M CO

Industrials
1.37K
New
$126.09 - $154.15 $173K - $212K
1.37K $209K
TPR
Tapestry, Inc.

Consumer Cyclical
2.32K
New
$60.6 - $87.81 $141K - $204K
2.32K $203K
NFLX
Netflix Inc

Communication Services
28
+ 7.89%
$855.86 - $1339.13 $24K - $37.5K
383 $512K
IBDV
Ishares Tr

Technology
5.77K
+ 5.49%
$21.28 - $21.98 $123K - $127K
111K $2.44M
F
Ford Motor CO

Consumer Cyclical
13.7K
New
$8.69 - $10.85 $119K - $149K
13.7K $148K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.08%
$496.48 - $617.85 $993 - $1.24K
2.42K $1.5M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
54
+ 4.96%
$177.93 - $313.14 $9.61K - $16.9K
1.14K $357K
AMCR
Amcor PLC

Consumer Cyclical
14.6K
New
$8.57 - $9.81 $125K - $143K
14.6K $134K
IBM
International Business Machines Corp

Technology
51
+ 2.04%
$221.03 - $294.78 $11.3K - $15K
2.55K $751K
IBMP
Ishares Tr Ibonds December 202

ETFs
4.57K
+ 3.32%
$24.98 - $25.35 $114K - $116K
142K $3.61M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.24K
+ 5.12%
$24.88 - $25.41 $106K - $108K
87.2K $2.22M
IBMO
Ishares Tr Ibonds December 202

ETFs
4.24K
+ 2.79%
$25.32 - $25.63 $107K - $109K
156K $4.01M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
4K
+ 4.31%
$20.23 - $21.04 $80.9K - $84.1K
96.8K $2.04M
WMT
Walmart Inc.

Consumer Defensive
90
+ 0.93%
$81.79 - $99.98 $7.36K - $9K
9.79K $957K
HWM
Howmet Aerospace Inc.

Industrials
15
+ 0.83%
$112.33 - $186.13 $1.68K - $2.79K
1.82K $337K
Activity Summary
Buys All Purchases 83 New Holdings 21 Increased Positions 62 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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