Quantum Financial Planning Services, Inc. Purchases in Q1 2025

Quantum Financial Planning Services, Inc.

  • $183 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
26.6K
+ 8.98%
$71.17 - $73.66 $1.9M - $1.96M
323K $23.7B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
20K
+ 2.76%
$77.7 - $78.94 $1.56M - $1.58M
746K $58.9B
MSFT
Microsoft Corp

Technology
1.99K
+ 104.73%
$375.39 - $447.2 $748K - $891K
3.9K $1.46B
Vanguard Malvern Fds
4.66K
+ 6.72%
N/A
73.9K $5.72B
COST
Costco Wholesale Corp

Consumer Defensive
222
+ 10.18%
$890.62 - $1076.86 $198K - $239K
2.4K $2.27B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.46K
New
$77.67 - $90.15 $268K - $311K
3.46K $270M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.1K
New
$21.23 - $23.75 $215K - $241K
10.1K $218M
XOM
Exxon Mobil Corp

Energy
706
+ 17.75%
$105.44 - $118.93 $74.4K - $84K
4.68K $557M
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
12.1K
New
$9.85 - $10.28 $119K - $124K
12.1K $120M
AAPL
Apple Inc.

Technology
1.38K
+ 20.49%
$209.68 - $247.1 $288K - $340K
8.09K $1.8B
AMZN
Amazon Com Inc

Consumer Cyclical
1.37K
+ 26.56%
$190.26 - $242.06 $260K - $331K
6.51K $1.24B
DFAT
Dimensional ETF Tr U S Target

ETFs
5.21K
+ 11.17%
$50.44 - $58.1 $263K - $303K
51.8K $2.67B
FISV
Fiserv Inc

Technology
161
+ 10.04%
N/A
1.77K $390M
Blackrock Inc
53
+ 16.99%
N/A
365 $345M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
30
+ 0.66%
$55.47 - $61.45 $1.66K - $1.84K
4.61K $272M
NOW
Service Now, Inc.

Technology
85
+ 34.0%
$783.83 - $1170.39 $66.6K - $99.5K
335 $267M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.21%
$554.06 - $615.85 $554 - $616
478 $268M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
6
+ 0.11%
$96.93 - $109.51 $582 - $657
5.53K $542M
GOOGL
Alphabet Inc.

Communication Services
342
+ 12.99%
$154.33 - $206.19 $52.8K - $70.5K
2.98K $460M
ORCL
Oracle Corp

Technology
93
+ 3.68%
$139.81 - $186.47 $13K - $17.3K
2.62K $367M
GOOG
Alphabet Inc.

Communication Services
2
+ 0.09%
$156.06 - $207.71 $312 - $415
2.2K $343M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
17.8K
+ 4.17%
$64.88 - $72.1 $1.15M - $1.28M
445K $29.2B
VUG
Vanguard Growth ETF

ETFs
2.78K
+ 2.3%
$369.1 - $427.61 $1.02M - $1.19M
123K $45.8B
Activity Summary
Buys All Purchases 24 New Holdings 4 Increased Positions 20 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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