Quantum Financial Advisors, LLC Reduced Holdings in Q1 2025

Quantum Financial Advisors, LLC

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

ETFs
-115K
- 15.95%
$37.84 - $42.29 $4.37M - $4.88M
608K $23.3M
NVDA
Nvidia Corp

Technology
-11.4K
- 26.09%
$106.98 - $149.43 $1.22M - $1.7M
32.3K $3.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.88K
- 43.74%
$551.42 - $612.93 $1.04M - $1.15M
2.42K $1.35M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.05K
- 78.6%
$468.34 - $539.52 $960K - $1.11M
558 $261K
MSFT
Microsoft Corp

Technology
-637
- 4.03%
$375.39 - $447.2 $239K - $285K
15.2K $5.69M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-21.8K
- 19.72%
$27.56 - $32.1 $601K - $700K
88.8K $2.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.06K
- 7.08%
$190.26 - $242.06 $202K - $257K
14K $2.66M
GOOG
Alphabet Inc.

Communication Services
-557
- 4.85%
$156.06 - $207.71 $86.9K - $116K
10.9K $1.71M
GOOGL
Alphabet Inc.

Communication Services
-165
- 1.48%
$154.33 - $206.19 $25.5K - $34K
11K $1.7M
ACN
Accenture PLC

Technology
-829
- 31.4%
$300.91 - $398.25 $249K - $330K
1.81K $565K
COST
Costco Wholesale Corp

Consumer Defensive
-330
- 25.4%
$890.62 - $1076.86 $294K - $355K
969 $916K
DFIV
Dimensional ETF Tr

ETFs
-7.22K
- 48.33%
$35.33 - $40.77 $255K - $295K
7.72K $306K
MCD
Mcdonalds Corp

Consumer Cyclical
-668
- 37.61%
$279.74 - $321.29 $187K - $215K
1.11K $346K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-674
- 20.49%
$442.66 - $534.52 $298K - $360K
2.62K $1.37M
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.4K
- 27.43%
$30.85 - $32.26 $105K - $110K
9K $277K
AVIG
American Centy ETF Tr Avantis

ETFs
-4.58K
- 4.09%
$40.06 - $41.55 $184K - $190K
108K $4.44M
QCOM
Qualcomm Inc

Technology
-544
- 19.6%
$151.94 - $175.86 $82.7K - $95.7K
2.23K $342K
PWR
Quanta Services, Inc.

Industrials
-42
- 3.57%
$236.71 - $358.03 $9.94K - $15K
1.13K $287K
EME
Emcor Group, Inc.

Industrials
-5
- 0.53%
$361.16 - $535.99 $1.81K - $2.68K
945 $349K
WMT
Walmart Inc.

Consumer Defensive
-600
- 5.83%
$84.5 - $105.05 $50.7K - $63K
9.7K $851K
SYK
Stryker Corp

Healthcare
-210
- 24.97%
$355.18 - $399.9 $74.6K - $84K
631 $234K
BMY
Bristol Myers Squibb CO

Healthcare
-1.43K
- 27.59%
$53.9 - $63.11 $77.1K - $90.2K
3.75K $228K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-2.77K
- 2.87%
$26.63 - $26.75 $73.7K - $74.1K
93.7K $2.5M
CMCSA
Comcast Corp

Communication Services
-1.45K
- 14.84%
$33.19 - $38.23 $48K - $55.3K
8.31K $306K
META
Meta Platforms, Inc.

Communication Services
-17
- 0.49%
$576.74 - $736.67 $9.8K - $12.5K
3.45K $1.99M
RTX
Raytheon Technologies Corp

Industrials
-800
- 23.79%
$114.1 - $135.66 $91.3K - $109K
2.56K $339K
LOW
Lowes Companies Inc

Consumer Cyclical
-130
- 9.6%
$222.66 - $268.42 $28.9K - $34.9K
1.22K $285K
BAC
Bank Of America Corp

Financial Services
-653
- 7.28%
$39.61 - $47.74 $25.9K - $31.2K
8.32K $347K
TT
Trane Technologies PLC

Industrials
-62
- 7.56%
$332.0 - $400.86 $20.6K - $24.9K
758 $255K
AMD
Advanced Micro Devices Inc

Technology
-6
- 0.27%
$96.63 - $129.55 $580 - $777
2.21K $227K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-47
- 9.69%
$435.02 - $515.95 $20.4K - $24.2K
438 $205K
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.25%
$347.25 - $424.87 $1.39K - $1.7K
1.62K $593K
ADP
Automatic Data Processing Inc

Industrials
-166
- 14.97%
$286.85 - $318.64 $47.6K - $52.9K
943 $288K
RSG
Republic Services, Inc.

Industrials
-382
- 27.78%
$200.09 - $242.16 $76.4K - $92.5K
993 $240K
TXN
Texas Instruments Inc

Technology
-175
- 8.21%
N/A
1.96K $380K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.39%
$4295.4 - $5141.88 $4.3K - $5.14K
71 $327K
LMT
Lockheed Martin Corp

Industrials
-12
- 1.97%
$423.19 - $506.29 $5.08K - $6.08K
597 $266K
VEA
Vanguard Ftse Developed Market

ETFs
-1.25K
- 9.78%
$47.4 - $52.99 $59.4K - $66.4K
11.6K $592K
AN
Autonation, Inc.

Consumer Cyclical
-34
- 2.53%
$156.67 - $195.15 $5.33K - $6.64K
1.31K $212K
INTU
Intuit Inc

Technology
-15
- 3.83%
$555.63 - $630.23 $8.33K - $9.45K
377 $231K
HON
Honeywell International Inc

Industrials
-2
- 0.2%
$202.75 - $226.52 $406 - $453
997 $211K
IBM
International Business Machines Corp

Technology
-380
- 13.19%
$217.4 - $264.74 $82.6K - $101K
2.5K $621K
STLD
Steel Dynamics Inc

Basic Materials
-96
- 4.23%
N/A
2.17K $212K
Dimensional ETF Trust
-91.8K
- 11.04%
N/A
740K $0
Linde PLC
-1
- 0.12%
N/A
845 $0
PG
Procter & Gamble CO

Consumer Defensive
-52
- 1.44%
$158.56 - $176.26 $8.25K - $9.17K
3.57K $608K
PAYX
Paychex Inc

Industrials
-120
- 8.02%
$136.06 - $154.52 $16.3K - $18.5K
1.38K $212K
UNP
Union Pacific Corp

Industrials
-2
- 0.16%
$225.21 - $254.42 $450 - $509
1.28K $301K
CSCO
Cisco Systems, Inc.

Technology
-1
- 0.01%
$58.74 - $64.87 $58.7 - $64.9
7.07K $436K
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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