Quantum Financial Advisors, LLC Incresed Positions 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
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
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
AVGO
Broadcom Inc.

Technology
20
+ 0.27%
$146.29 - $275.65 $2.93K - $5.51K
7.35K $2.03M
AMZN
Amazon Com Inc

Consumer Cyclical
1.68K
+ 12.04%
$167.32 - $223.3 $281K - $375K
15.6K $3.43M
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
GOOGL
Alphabet Inc.

Communication Services
784
+ 7.11%
$144.7 - $178.6 $113K - $140K
11.8K $2.08M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.7K
+ 27.73%
$29.12 - $35.84 $224K - $276K
35.5K $1.27M
ORCL
Oracle Corp

Technology
100
+ 2.52%
$122.82 - $218.63 $12.3K - $21.9K
4.07K $888K
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
LLY
Eli Lilly & CO

Healthcare
381
+ 34.39%
$713.71 - $898.95 $272K - $342K
1.49K $1.16M
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
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
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
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
3.09K
+ 4.87%
$24.31 - $25.29 $75.2K - $78.2K
66.6K $1.69M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
346
+ 2.3%
$39.89 - $49.46 $13.8K - $17.1K
15.4K $760K
VBR
Vanguard Small Cap Value ETF

ETFs
121
+ 3.18%
$162.76 - $195.77 $19.7K - $23.7K
3.93K $766K
BAC
Bank Of America Corp

Financial Services
67
+ 0.81%
$34.39 - $47.46 $2.3K - $3.18K
8.38K $396K
PG
Procter & Gamble CO

Consumer Defensive
526
+ 14.74%
$157.66 - $172.39 $82.9K - $90.7K
4.1K $652K
PM
Philip Morris International Inc.

Consumer Defensive
69
+ 5.47%
$149.23 - $184.95 $10.3K - $12.8K
1.33K $242K
T
At&T Inc.

Communication Services
401
+ 1.45%
$26.33 - $28.94 $10.6K - $11.6K
28K $809K
WMB
Williams Companies, Inc.

Energy
190
+ 5.08%
$54.33 - $62.87 $10.3K - $11.9K
3.93K $247K
HD
Home Depot, Inc.

Consumer Cyclical
48
+ 2.96%
$335.24 - $380.78 $16.1K - $18.3K
1.67K $611K
LNG
Cheniere Energy, Inc.

Energy
8
+ 0.8%
$197.25 - $244.33 $1.58K - $1.95K
1.01K $244K
ABT
Abbott Laboratories

Healthcare
3
+ 0.09%
$123.95 - $138.08 $372 - $414
3.32K $451K
GILD
Gilead Sciences, Inc.

Healthcare
91
+ 2.79%
$96.91 - $113.0 $8.82K - $10.3K
3.35K $371K
DFSU
Dimensional ETF Tr Dimen Us Su
119K
+ 5.22%
N/A
2.4M $0
Dimensional ETF Trust
23.5K
+ 13.23%
N/A
201K $0
Ishares Tr
3.43K
+ 4.62%
N/A
77.6K $0
Ishares Tr
200
+ 0.27%
N/A
74.2K $0
Ishares Tr
54
+ 0.1%
N/A
53.4K $0
Ishares Tr
3.58K
+ 2.9%
N/A
127K $0
Ishares Tr
2.96K
+ 4.88%
N/A
63.6K $0
Ishares Tr
21.9K
+ 9.12%
N/A
262K $0
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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