Quantum Financial Advisors, LLC New Holdings in Q3 2025

Quantum Financial Advisors, LLC

  • $523 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
1.67K
New
N/A
1.67K $303K
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
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
EVR
Evercore Inc.

Financial Services
610
New
$276.5 - $362.79 $169K - $221K
610 $205K
STX
Seagate Technology Holdings PLC

Technology
871
New
$142.01 - $236.06 $124K - $206K
871 $205K
JCI
Johnson Controls International PLC

Industrials
1.85K
New
$103.24 - $111.73 $191K - $206K
1.85K $202K
INTC
Intel Corp

Technology
6.01K
New
$19.31 - $35.5 $116K - $213K
6.01K $201K
CBRE
Cbre Group, Inc.

Real Estate
1.28K
New
$137.04 - $165.9 $175K - $212K
1.28K $201K
AZO
Autozone Inc

Consumer Cyclical
47
New
$3649.42 - $4354.54 $172K - $205K
47 $201K
Blackrock Inc
184
New
N/A
184 $0
Ge Vernova Inc
373
New
N/A
373 $0
Ishares Tr
41.7K
New
N/A
41.7K $0
Arista Networks Inc
1.58K
New
N/A
1.58K $0
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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