Quantum Financial Advisors, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $486 Million distributed in 189 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $97.4M, Ishares S&P 100 ETF with a value of $57.9M, Dimensional ETF Tr with a value of $29.3M, American Centy ETF Tr Avantis with a value of $26.7M, and Apple Inc. with a value of $17.3M.
Examining the 13F form we can see an increase of $74.6M in the current position value, from $412M to 486M.
Quantum Financial Advisors, LLC is based out at Manhattan Beach, CA
Below you can find more details about Quantum Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$486 Million
ETFs: $380 Million
Technology: $39.5 Million
Financial Services: $9.51 Million
Consumer Cyclical: $9.13 Million
Communication Services: $8.8 Million
Industrials: $6.64 Million
Healthcare: $5.51 Million
Consumer Defensive: $3.98 Million
Other: $4.23 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
