Quantum Financial Advisors, LLC Incresed Positions in Q1 2025

Quantum Financial Advisors, LLC

  • $416 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DISV
Dimensional ETF Tr Dimensional

ETFs
33K
+ 6.39%
$26.09 - $30.21 $862K - $998K
550K $16.2M
AVEM
American Centy ETF Tr Avantis

ETFs
32K
+ 11.6%
$57.11 - $62.4 $1.83M - $2M
308K $18.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
17.8K
+ 5.13%
$44.68 - $46.49 $795K - $828K
365K $16.9M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
28.7K
+ 23.22%
N/A
152K $3.62M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
24.6K
+ 24.45%
$24.79 - $25.26 $610K - $622K
125K $3.16M
JNJ
Johnson & Johnson

Healthcare
3.39K
+ 152.98%
$142.06 - $167.7 $481K - $568K
5.6K $928K
AVUV
American Centy ETF Tr Avantis

ETFs
17.4K
+ 17.43%
$84.95 - $100.62 $1.48M - $1.75M
117K $10.2M
IBMO
Ishares Tr Ibonds December 202

ETFs
20.1K
+ 15.24%
$25.45 - $25.6 $512K - $515K
152K $3.89M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
17K
+ 14.69%
$23.9 - $24.17 $405K - $410K
132K $3.2M
AVRE
American Centy ETF Tr Avantis
700
+ 0.19%
$40.62 - $44.31 $28.4K - $31K
366K $15.6M
PEP
Pepsico Inc

Consumer Defensive
1.76K
+ 102.32%
$142.64 - $156.42 $252K - $276K
3.49K $522K
DFAE
Dimensional ETF Tr

ETFs
2.78K
+ 1.09%
$24.64 - $26.86 $68.5K - $74.7K
258K $6.69M
IBMP
Ishares Tr Ibonds December 202

ETFs
6.48K
+ 4.93%
$25.1 - $25.34 $163K - $164K
138K $3.48M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
6.51K
+ 7.54%
$20.1 - $20.8 $131K - $135K
92.8K $1.92M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
5.21K
+ 5.25%
$25.05 - $25.16 $131K - $131K
105K $2.63M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.11K
+ 6.56%
$25.08 - $25.39 $128K - $130K
83K $2.09M
GILD
Gilead Sciences, Inc.

Healthcare
730
+ 28.88%
$89.14 - $117.41 $65.1K - $85.7K
3.26K $365K
KO
Coca Cola CO

Consumer Defensive
1.03K
+ 22.49%
$60.81 - $72.32 $62.6K - $74.5K
5.61K $401K
ABT
Abbott Laboratories

Healthcare
259
+ 8.47%
$111.1 - $140.22 $28.8K - $36.3K
3.32K $439K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.19K
+ 8.62%
$42.5 - $46.71 $50.7K - $55.8K
15K $681K
DTE
Dte Energy CO

Utilities
146
+ 8.09%
$117.6 - $138.27 $17.2K - $20.2K
1.95K $269K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
370
+ 0.8%
$40.79 - $42.32 $15.1K - $15.7K
46.4K $1.95M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
521
+ 0.83%
$24.21 - $25.09 $12.6K - $13.1K
63.6K $1.59M
LNG
Cheniere Energy, Inc.

Energy
1
+ 0.1%
$209.32 - $253.66 $209 - $254
997 $230K
WFC
Wells Fargo & Company

Financial Services
6
+ 0.12%
$66.78 - $81.42 $401 - $489
5K $358K
Ishares Tr
7.65K
+ 5.44%
N/A
148K $0
Ishares Tr
21.1K
+ 11.19%
N/A
209K $0
Ishares Tr
29K
+ 16.14%
N/A
208K $0
Ishares Tr
18.8K
+ 11.95%
N/A
176K $0
Ishares Tr
12.8K
+ 8.3%
N/A
167K $0
Ishares Tr
97.2K
+ 885.86%
N/A
108K $0
Manager Directed Portfolios
677
+ 6.43%
N/A
11.2K $0
Ishares Tr
42.8K
+ 21.69%
N/A
240K $0
Ishares Tr
3.28K
+ 2.19%
N/A
153K $0
DFSU
Dimensional ETF Tr Dimen Us Su
9.61K
+ 0.42%
N/A
2.28M $0
DFSI
Dimensional ETF Tr Dimen Intl
5.44K
+ 0.59%
N/A
927K $0
DFSB
Dimensional ETF Tr Dimensional
58.9K
+ 14.82%
N/A
456K $0
Dimensional ETF Trust
7.51K
+ 4.41%
N/A
178K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
32.7K
+ 5.93%
N/A
584K $0
DFS
Discover Financial Services

Financial Services
1
+ 0.08%
$152.99 - $203.25 $153 - $203
1.26K $215K
JBL
Jabil Inc

Technology
1
+ 0.06%
$130.51 - $173.33 $131 - $173
1.7K $231K
ADBE
Adobe Inc.

Technology
44
+ 7.55%
$377.84 - $464.11 $16.6K - $20.4K
627 $240K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
25
+ 2.35%
$203.38 - $274.79 $5.08K - $6.87K
1.09K $223K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
10
+ 0.3%
$96.93 - $109.51 $969 - $1.1K
3.36K $327K
MRK
Merck & Co., Inc.

Healthcare
216
+ 4.71%
$83.01 - $101.02 $17.9K - $21.8K
4.81K $431K
DIS
Walt Disney CO

Communication Services
33
+ 1.22%
$96.87 - $114.0 $3.2K - $3.76K
2.73K $269K
VBR
Vanguard Small Cap Value ETF

ETFs
56
+ 1.49%
$183.02 - $207.75 $10.2K - $11.6K
3.81K $706K
WSM
Williams Sonoma Inc

Consumer Cyclical
1
+ 0.07%
$158.1 - $217.71 $158 - $218
1.5K $237K
CRM
Salesforce, Inc.

Technology
1
+ 0.13%
$268.36 - $359.95 $268 - $360
766 $205K
Activity Summary
Buys All Purchases 69 New Holdings 14 Increased Positions 55 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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