Quantum Financial Advisors, LLC Purchases in Q3 2025

Quantum Financial Advisors, LLC

  • $523 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
82.1K
+ 7.4%
$101.2 - $109.16 $8.31M - $8.96M
1.19M $129M
AAPL
Apple Inc.

Technology
13.9K
+ 20.19%
$202.38 - $256.87 $2.82M - $3.57M
82.8K $21.1M
AVEM
American Centy ETF Tr Avantis

ETFs
18.3K
+ 5.71%
$68.33 - $75.41 $1.25M - $1.38M
339K $25.5M
AVDE
American Centy ETF Tr Avantis

ETFs
15.1K
+ 3.51%
$73.24 - $79.04 $1.1M - $1.19M
444K $35M
AVUV
American Centy ETF Tr Avantis

ETFs
11.6K
+ 8.69%
$90.37 - $102.12 $1.05M - $1.19M
145K $14.5M
AVDV
American Centy ETF Tr Avantis

ETFs
3K
+ 1.47%
$79.24 - $89.03 $237K - $267K
207K $18.5M
GLDM
World Gold Trust

ETFs
9.58K
+ 10.56%
$64.73 - $76.45 $620K - $732K
100K $7.67M
NVDA
Nvidia Corp

Technology
1.78K
+ 4.97%
$153.3 - $186.58 $273K - $332K
37.6K $7.02M
IBMP
Ishares Tr Ibonds December 202

ETFs
45.2K
+ 31.75%
$25.3 - $25.56 $1.14M - $1.16M
188K $4.78M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
42.4K
+ 48.67%
$25.37 - $25.79 $1.08M - $1.09M
130K $3.32M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
46.2K
+ 38.13%
$23.13 - $23.54 $1.07M - $1.09M
167K $3.92M
IBMO
Ishares Tr Ibonds December 202

ETFs
42.4K
+ 27.08%
$25.58 - $25.72 $1.08M - $1.09M
199K $5.1M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
14.3K
+ 3.97%
$45.72 - $47.27 $652K - $674K
373K $17.5M
GOOG
Alphabet Inc.

Communication Services
87
+ 0.77%
$175.16 - $255.24 $15.2K - $22.2K
11.4K $2.77M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
30.7K
+ 17.59%
N/A
205K $4.88M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
27.7K
+ 19.09%
$25.24 - $25.56 $700K - $709K
173K $4.42M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
27.2K
+ 17.24%
$24.14 - $24.34 $657K - $662K
185K $4.5M
IBDV
Ishares Tr

Technology
23.1K
+ 20.78%
$21.75 - $22.22 $501K - $512K
134K $2.97M
VIG
Vanguard Dividend Appreciation

ETFs
1.67K
New
N/A
1.67K $303K
DFSV
Dimensional ETF Tr Dimensional

ETFs
681
+ 0.6%
$29.2 - $32.74 $19.9K - $22.3K
115K $3.65M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
12.9K
+ 13.29%
$20.77 - $21.32 $267K - $274K
110K $2.33M
IEFA
Ishares Tr

ETFs
3.29K
New
$81.7 - $87.53 $268K - $288K
3.29K $286K
NEM
Newmont Corp

Basic Materials
3.33K
New
$57.35 - $85.25 $191K - $284K
3.33K $280K
PLTR
Palantir Technologies Inc.

Technology
1.41K
New
$130.68 - $186.97 $184K - $264K
1.41K $257K
CMI
Cummins Inc

Industrials
608
New
$327.85 - $426.39 $199K - $259K
608 $256K
C
Citigroup Inc

Financial Services
2.35K
New
$85.57 - $103.49 $201K - $243K
2.35K $238K
TMO
Thermo Fisher Scientific Inc.

Healthcare
469
New
$404.94 - $499.99 $190K - $234K
469 $227K
MPC
Marathon Petroleum Corp

Energy
1.18K
New
$158.59 - $198.69 $187K - $235K
1.18K $227K
COOP
Mr. Cooper Group Inc.

Financial Services
1.05K
New
$143.29 - $220.9 $151K - $232K
1.05K $221K
XEL
Xcel Energy Inc

Utilities
2.73K
New
$67.56 - $80.65 $184K - $220K
2.73K $219K
MTZ
Mastec Inc

Industrials
1.03K
New
$168.23 - $212.81 $173K - $219K
1.03K $218K
BK
Bank Of New York Mellon Corp

Financial Services
2K
New
$90.65 - $109.75 $181K - $220K
2K $218K
DTM
Dt Midstream, Inc.

Energy
1.92K
New
$99.17 - $113.27 $191K - $218K
1.92K $217K
UTHR
United Therapeutics Corp

Healthcare
517
New
$274.7 - $438.75 $142K - $227K
517 $216K
LOW
Lowes Companies Inc

Consumer Cyclical
857
New
$215.01 - $273.02 $184K - $234K
857 $215K
AN
Autonation, Inc.

Consumer Cyclical
956
New
$189.27 - $227.18 $181K - $217K
956 $209K
HUBB
Hubbell Inc

Industrials
485
New
$410.51 - $450.93 $199K - $219K
485 $208K
STX
Seagate Technology Holdings PLC

Technology
871
New
$142.01 - $236.06 $124K - $206K
871 $205K
EVR
Evercore Inc.

Financial Services
610
New
$276.5 - $362.79 $169K - $221K
610 $205K
JCI
Johnson Controls International PLC

Industrials
1.85K
New
$103.24 - $111.73 $191K - $206K
1.85K $202K
AZO
Autozone Inc

Consumer Cyclical
47
New
$3649.42 - $4354.54 $172K - $205K
47 $201K
CBRE
Cbre Group, Inc.

Real Estate
1.28K
New
$137.04 - $165.9 $175K - $212K
1.28K $201K
INTC
Intel Corp

Technology
6.01K
New
$19.31 - $35.5 $116K - $213K
6.01K $201K
CVX
Chevron Corp

Energy
914
+ 31.13%
$145.57 - $161.83 $133K - $148K
3.85K $597K
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.14%
$184.85 - $231.54 $924 - $1.16K
3.49K $807K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
419
+ 0.73%
$41.91 - $44.87 $17.6K - $18.8K
58.1K $2.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11
+ 0.4%
$546.99 - $602.2 $6.02K - $6.62K
2.78K $1.67M
DTE
Dte Energy CO

Utilities
698
+ 35.65%
$130.26 - $141.49 $90.9K - $98.8K
2.66K $375K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4
+ 0.01%
$36.04 - $38.78 $144 - $155
35.5K $1.37M
Activity Summary
Buys All Purchases 89 New Holdings 27 Increased Positions 62 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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