Quantum Financial Advisors, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $410 Million distributed in 165 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 $80.7M, Ishares S&P 100 ETF with a value of $50.1M, American Centy ETF Tr Avantis with a value of $23.1M, Dimensional ETF Tr with a value of $18.7M, and Dimensional ETF Tr U S Target with a value of $16.7M.
Examining the 13F form we can see an increase of $12.3M in the current position value, from $398M to 410M.
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
$410 Million
ETFs: $323 Million
Technology: $31.9 Million
Communication Services: $6.76 Million
Consumer Cyclical: $6.45 Million
Financial Services: $6.31 Million
Healthcare: $5.43 Million
Industrials: $4.83 Million
Energy: $3.61 Million
Other: $3.82 Million
Stock Holdings Table Market Cap. of $200 Billions or more
