Quantum Financial Advisors, LLC Reduced Holdings in Q3 2024

Quantum Financial Advisors, LLC

  • $412 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
-160
- 8.66%
$174.88 - $254.97 $28K - $40.8K
1.69K $341K
MU
Micron Technology Inc

Technology
-56
- 2.22%
$86.27 - $136.82 $4.83K - $7.66K
2.47K $255K
CVX
Chevron Corp

Energy
-266
- 7.64%
$137.88 - $161.97 $36.7K - $43.1K
3.21K $473K
ADBE
Adobe Inc.

Technology
-60
- 9.3%
$508.13 - $586.55 $30.5K - $35.2K
585 $302K
COP
Conocophillips

Energy
-214
- 7.05%
$102.3 - $116.61 $21.9K - $25K
2.82K $296K
DFIV
Dimensional ETF Tr

ETFs
-2.11K
- 10.95%
$34.66 - $38.38 $73.2K - $81.1K
17.2K $654K
LLY
Eli Lilly & CO

Healthcare
-13
- 1.12%
$772.14 - $960.02 $10K - $12.5K
1.15K $1.02M
SCHW
Schwab Charles Corp

Financial Services
-2
- 0.05%
$61.74 - $76.08 $123 - $152
3.69K $238K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.4K
- 17.66%
$38.89 - $42.97 $54.6K - $60.3K
6.54K $280K
KLAC
Kla Corp

Technology
-5
- 1.14%
$696.17 - $892.35 $3.48K - $4.46K
433 $335K
VZ
Verizon Communications Inc

Communication Services
-1.72K
- 11.77%
$38.89 - $45.0 $66.7K - $77.2K
12.9K $577K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-1.91K
- 3.94%
$41.34 - $43.55 $79.1K - $83.4K
46.6K $2.01M
Dimensional ETF Trust
-16.1K
- 1.92%
N/A
826K $0
CMCSA
Comcast Corp

Communication Services
-588
- 5.98%
$37.33 - $41.78 $22K - $24.6K
9.24K $385K
MS
Morgan Stanley

Financial Services
-132
- 3.7%
$92.07 - $106.96 $12.2K - $14.1K
3.44K $358K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.37%
$3305.62 - $4268.05 $3.31K - $4.27K
72 $303K
AN
Autonation, Inc.

Consumer Cyclical
-54
- 3.86%
$156.14 - $190.72 $8.43K - $10.3K
1.35K $240K
CSCO
Cisco Systems, Inc.

Technology
-7
- 0.1%
$44.74 - $53.22 $313 - $373
7.08K $376K
LOW
Lowes Companies Inc

Consumer Cyclical
-102
- 6.93%
$213.3 - $270.78 $21.8K - $27.6K
1.37K $370K
TMUS
T Mobile Us, Inc.

Communication Services
-8
- 0.49%
$175.14 - $206.36 $1.4K - $1.65K
1.63K $335K
PWR
Quanta Services, Inc.

Industrials
-9
- 0.75%
$239.58 - $298.23 $2.16K - $2.68K
1.19K $353K
EME
Emcor Group, Inc.

Industrials
-23
- 2.37%
$340.22 - $435.6 $7.83K - $10K
949 $408K
DFAE
Dimensional ETF Tr

ETFs
-6.53K
- 4.23%
$24.46 - $27.82 $160K - $182K
148K $4.05M
T
At&T Inc.

Communication Services
-274
- 0.98%
$18.21 - $22.28 $4.99K - $6.1K
27.7K $610K
ABBV
Abb Vie Inc.

Healthcare
-75
- 2.02%
$163.84 - $199.33 $12.3K - $14.9K
3.64K $718K
VST
Vistra Corp.

Utilities
-5
- 0.19%
$69.0 - $119.06 $345 - $595
2.57K $304K
CAT
Caterpillar Inc

Industrials
-22
- 1.4%
$316.8 - $391.12 $6.97K - $8.6K
1.55K $606K
ORCL
Oracle Corp

Technology
-191
- 4.59%
$125.9 - $170.35 $24K - $32.5K
3.97K $675K
VTI
Vanguard Total Stock Market Et

ETFs
-260
- 2.43%
$255.18 - $283.2 $66.3K - $73.6K
10.4K $2.95M
TSLA
Tesla, Inc.

Consumer Cyclical
-35
- 2.0%
$191.76 - $263.26 $6.71K - $9.21K
1.71K $448K
AVIG
American Centy ETF Tr Avantis

ETFs
-2.48K
- 1.94%
$40.41 - $42.73 $100K - $106K
125K $5.33M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-4K
- 3.67%
$56.04 - $62.2 $224K - $249K
105K $6.53M
DFAT
Dimensional ETF Tr U S Target

ETFs
-11K
- 3.42%
$51.0 - $57.07 $560K - $627K
310K $17.3M
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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