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
AMZN
Amazon Com Inc

Consumer Cyclical
412
+ 2.63%
$211.65 - $238.24 $87.2K - $98.2K
16.1K $3.52M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
2.36K
+ 3.54%
$24.97 - $25.78 $58.8K - $60.7K
69K $1.77M
VBR
Vanguard Small Cap Value ETF

ETFs
47
+ 1.2%
$195.41 - $212.37 $9.18K - $9.98K
3.98K $830K
AMD
Advanced Micro Devices Inc

Technology
101
+ 4.57%
$134.8 - $184.42 $13.6K - $18.6K
2.31K $373K
IVV
Ishares Core S&P 500 ETF

ETFs
33
+ 4.24%
$620.67 - $670.08 $20.5K - $22.1K
812 $543K
APH
Amphenol Corp

Technology
2
+ 0.09%
$97.39 - $125.4 $195 - $251
2.35K $290K
PEP
Pepsico Inc

Consumer Defensive
188
+ 5.57%
$133.81 - $152.16 $25.2K - $28.6K
3.56K $500K
AMGN
Amgen Inc

Healthcare
111
+ 3.55%
$271.18 - $309.22 $30.1K - $34.3K
3.24K $914K
VEA
Vanguard Ftse Developed Market

ETFs
135
+ 1.18%
$56.02 - $60.3 $7.56K - $8.14K
11.6K $693K
PG
Procter & Gamble CO

Consumer Defensive
366
+ 8.94%
$150.47 - $161.22 $55.1K - $59K
4.46K $685K
DIS
Walt Disney CO

Communication Services
319
+ 14.07%
$112.25 - $124.0 $35.8K - $39.6K
2.59K $296K
ETN
Eaton Corp PLC

Industrials
1
+ 0.15%
$342.99 - $392.76 $343 - $393
669 $250K
MMM
3 M CO

Industrials
1
+ 0.07%
$144.41 - $160.2 $144 - $160
1.38K $213K
WMB
Williams Companies, Inc.

Energy
1
+ 0.03%
$56.52 - $64.01 $56.5 - $64
3.93K $249K
Arista Networks Inc
1.58K
New
N/A
1.58K $0
Ge Vernova Inc
373
New
N/A
373 $0
DFSU
Dimensional ETF Tr Dimen Us Su
694
+ 0.03%
N/A
2.4M $0
Blackrock Inc
184
New
N/A
184 $0
DFSB
Dimensional ETF Tr Dimensional
33.5K
+ 7.38%
N/A
487K $0
Dimensional ETF Trust
47.2K
+ 23.47%
N/A
248K $0
Ishares Tr
1.47K
+ 2.76%
N/A
54.9K $0
GILD
Gilead Sciences, Inc.

Healthcare
2
+ 0.06%
$108.22 - $120.47 $216 - $241
3.35K $371K
Ishares Tr
946
+ 1.49%
N/A
64.6K $0
Ishares Tr
34.2K
+ 13.04%
N/A
296K $0
Ishares Tr
28.2K
+ 12.05%
N/A
262K $0
Ishares Tr
26.5K
+ 11.61%
N/A
255K $0
Ishares Tr
41.7K
+ 22.42%
N/A
228K $0
Ishares Tr
19.8K
+ 11.43%
N/A
193K $0
Ishares Tr
17.5K
+ 11.49%
N/A
170K $0
Ishares Tr
3.25K
+ 2.52%
N/A
132K $0
Ishares Tr
2.02K
+ 1.59%
N/A
129K $0
Ishares Tr
41.7K
New
N/A
41.7K $0
Ishares Tr
34.1K
+ 45.89%
N/A
108K $0
Lam Research Corp
1
+ 0.03%
N/A
2.86K $0
Ishares Tr
43.1K
+ 55.54%
N/A
121K $0
Ishares Tr
935
+ 0.86%
N/A
109K $0
KO
Coca Cola CO

Consumer Defensive
279
+ 6.08%
$65.67 - $71.67 $18.3K - $20K
4.87K $322K
T
At&T Inc.

Communication Services
24
+ 0.09%
$26.94 - $29.62 $647 - $711
28K $790K
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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