Quantum Private Wealth, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $283 Million distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.7M, Meta Platforms, Inc. with a value of $25.3M, Amazon Com Inc with a value of $24.1M, Microsoft Corp with a value of $19.1M, and Nvidia Corp with a value of $13.3M.

Examining the 13F form we can see an increase of $10.7M in the current position value, from $272M to 283M.

Quantum Private Wealth, LLC is based out at Lake Forest, IL

Below you can find more details about Quantum Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $283 Million
Technology: $106 Million
Communication Services: $43.5 Million
Consumer Cyclical: $39.1 Million
Healthcare: $27.2 Million
ETFs: $22.7 Million
Industrials: $19.2 Million
Financial Services: $12.6 Million
Energy: $4.15 Million
Other: $8.66 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $283 Million
  • Prior Value $272 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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