Quantum Financial Advisors, LLC Incresed Positions in Q3 2024

Quantum Financial Advisors, LLC

  • $412 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
70.8K
+ 7.92%
$86.27 - $95.15 $6.11M - $6.74M
966K $91.9M
DFAU
Dimensional ETF Tr

ETFs
100K
+ 20.01%
$35.8 - $39.69 $3.58M - $3.97M
600K $23.8M
AVDE
American Centy ETF Tr Avantis

ETFs
25.7K
+ 6.94%
$60.09 - $67.67 $1.55M - $1.74M
396K $26.6M
DFAI
Dimensional ETF Tr

ETFs
58.2K
+ 13.1%
$28.69 - $32.06 $1.67M - $1.87M
503K $16M
AVRE
American Centy ETF Tr Avantis
10.9K
+ 2.91%
$40.95 - $48.28 $447K - $527K
386K $18.2M
DISV
Dimensional ETF Tr Dimensional

ETFs
60.5K
+ 14.71%
$26.06 - $29.18 $1.58M - $1.77M
472K $13.7M
AVDV
American Centy ETF Tr Avantis

ETFs
20.4K
+ 12.34%
$62.52 - $71.12 $1.27M - $1.45M
185K $13.1M
AVEM
American Centy ETF Tr Avantis

ETFs
20.4K
+ 7.74%
$57.2 - $65.59 $1.17M - $1.34M
285K $18.4M
AAPL
Apple Inc.

Technology
1.43K
+ 2.33%
$207.23 - $234.82 $297K - $337K
62.9K $14.7M
AVUV
American Centy ETF Tr Avantis

ETFs
6.38K
+ 6.86%
$88.24 - $99.7 $563K - $636K
99.3K $9.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.01K
+ 44.6%
$405.19 - $478.57 $410K - $484K
3.28K $1.51M
AXP
American Express CO

Financial Services
1.88K
+ 135.62%
$225.92 - $271.17 $425K - $510K
3.27K $886K
DFSV
Dimensional ETF Tr Dimensional

ETFs
12.6K
+ 18.43%
$28.25 - $31.7 $355K - $398K
80.6K $2.48M
MSFT
Microsoft Corp

Technology
1.73K
+ 12.77%
$395.15 - $467.56 $684K - $809K
15.3K $6.58M
ACN
Accenture PLC

Technology
1.1K
+ 76.12%
$295.44 - $355.81 $325K - $391K
2.55K $899K
COST
Costco Wholesale Corp

Consumer Defensive
475
+ 66.06%
$801.83 - $917.05 $381K - $436K
1.19K $1.06M
META
Meta Platforms, Inc.

Communication Services
225
+ 6.95%
$453.41 - $572.44 $102K - $129K
3.46K $1.98M
MCD
Mcdonalds Corp

Consumer Cyclical
975
+ 121.72%
$245.82 - $304.51 $240K - $297K
1.78K $540K
IBDV
Ishares Tr

Technology
11.3K
+ 15.03%
$21.11 - $22.24 $238K - $251K
86.3K $1.91M
AMP
Ameriprise Financial Inc

Financial Services
620
+ 110.71%
$391.53 - $469.81 $243K - $291K
1.18K $554K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
11.1K
+ 8.73%
$24.78 - $25.11 $274K - $277K
138K $3.46M
IBM
International Business Machines Corp

Technology
900
+ 45.45%
$175.1 - $223.38 $158K - $201K
2.88K $636K
JNJ
Johnson & Johnson

Healthcare
1.16K
+ 23.64%
$145.48 - $167.38 $169K - $194K
6.06K $982K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
11.3K
+ 10.62%
$23.75 - $23.75 $269K - $269K
118K $2.8M
GOOG
Alphabet Inc.

Communication Services
2.3K
+ 29.0%
$149.54 - $192.66 $344K - $443K
10.2K $1.71M
SPYG
Spdr Portfolio

ETFs
2.74K
+ 30.1%
$73.38 - $84.1 $201K - $230K
11.8K $980K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
8.4K
+ 11.02%
$20.12 - $21.28 $169K - $179K
84.7K $1.8M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7.12K
+ 8.45%
$24.62 - $25.59 $175K - $182K
91.4K $2.33M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
6.18K
+ 11.08%
$24.34 - $25.83 $150K - $160K
61.9K $1.59M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.47K
+ 6.5%
$23.63 - $24.42 $153K - $158K
106K $2.58M
XOM
Exxon Mobil Corp

Energy
1.69K
+ 17.43%
$109.72 - $119.0 $186K - $202K
11.4K $1.34M
RTX
Raytheon Technologies Corp

Industrials
1.2K
+ 55.48%
$99.55 - $123.34 $119K - $148K
3.36K $407K
WMT
Walmart Inc.

Consumer Defensive
600
+ 6.19%
$66.91 - $81.4 $40.1K - $48.8K
10.3K $831K
IBMP
Ishares Tr Ibonds December 202

ETFs
3.51K
+ 2.85%
$24.92 - $25.47 $87.4K - $89.3K
127K $3.22M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.91K
+ 5.61%
$24.91 - $25.63 $97.3K - $100K
73.6K $1.89M
NVDA
Nvidia Corp

Technology
1.6K
+ 5.32%
$98.91 - $134.91 $158K - $216K
31.7K $3.85M
AMGN
Amgen Inc

Healthcare
300
+ 9.48%
$309.38 - $337.38 $92.8K - $101K
3.47K $1.12M
IBMO
Ishares Tr Ibonds December 202

ETFs
3.26K
+ 2.56%
$25.26 - $25.66 $82.3K - $83.6K
131K $3.35M
JPM
Jpmorgan Chase & CO

Financial Services
336
+ 5.62%
$194.9 - $224.8 $65.5K - $75.5K
6.32K $1.33M
ADP
Automatic Data Processing Inc

Industrials
250
+ 29.1%
$233.44 - $279.45 $58.4K - $69.9K
1.11K $306K
MRK
Merck & Co., Inc.

Healthcare
1.15K
+ 38.23%
$111.15 - $128.97 $127K - $148K
4.14K $470K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.71K
+ 1.91%
$26.42 - $26.67 $71.5K - $72.2K
145K $3.85M
AMZN
Amazon Com Inc

Consumer Cyclical
892
+ 8.51%
$161.02 - $200.0 $144K - $178K
11.4K $2.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
111
+ 16.82%
$517.38 - $573.86 $57.4K - $63.7K
771 $442K
PEP
Pepsico Inc

Consumer Defensive
293
+ 8.24%
$161.9 - $179.3 $47.4K - $52.5K
3.85K $654K
DIS
Walt Disney CO

Communication Services
536
+ 23.22%
$85.6 - $98.61 $45.9K - $52.9K
2.84K $273K
UPS
United Parcel Service Inc

Industrials
293
+ 19.65%
$123.32 - $147.38 $36.1K - $43.2K
1.78K $243K
ABT
Abbott Laboratories

Healthcare
1
+ 0.03%
$100.07 - $118.13 $100 - $118
3.06K $349K
AVGO
Broadcom Inc.

Technology
7.17K
+ 850.42%
$136.27 - $1745.86 $977K - $12.5M
8.01K $1.38M
Activity Summary
Buys All Purchases 103 New Holdings 34 Increased Positions 69 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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