Quantum Financial Planning Services, Inc. Portfolio Holdings

Quantum Financial Planning Services, Inc.

  • $180 Billion
  • Q4 2024

Quantum Financial Planning Services, Inc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $180 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $56.6B, Vanguard Growth ETF with a value of $49.5B, Spdr Portfolio S&P 500 ETF (Ma with a value of $29.4B, Vanguard Bd Index Fd Inc Total with a value of $21.3B, and Vanguard Malvern Fds with a value of $5.25B.

Examining the 13F form we can see an increase of $180B in the current position value.

Quantum Financial Planning Services, Inc. is based out at Spokane, WA

Below you can find more details about Quantum Financial Planning Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $180 Billion
ETFs: $164 Billion
Technology: $3.5 Billion
Consumer Defensive: $2 Billion
Consumer Cyclical: $1.79 Billion
Communication Services: $1.2 Billion
Industrials: $620 Million
Financial Services: $582 Million
Energy: $428 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$56.6 Billion 31.42% of portfolio
726,052
Q4 2024 New
$0
$49.5 Billion 27.49% of portfolio
120,710
Q4 2024 New
$0
$29.4 Billion 16.32% of portfolio
426,722
Q4 2024 New
$0
$21.3 Billion 11.83% of portfolio
296,511
Q4 2024 New
$0
$2.59 Billion 1.44% of portfolio
46,615
Q4 2024 New
$0
$884 Million 0.49% of portfolio
14,994
Q4 2024 New
$0
$625 Million 0.35% of portfolio
1,222
Q4 2024 New
$0
$580 Million 0.32% of portfolio
5,528
Q4 2024 New
$0
$495 Million 0.27% of portfolio
5,555
Q4 2024 New
$0
$403 Million 0.22% of portfolio
2,382
Q4 2024 New
$0
$385 Million 0.21% of portfolio
714
Q4 2024 New
$0
$281 Million 0.16% of portfolio
477
Q4 2024 New
$0
$260 Million 0.14% of portfolio
4,577
Q4 2024 New
$0
$253 Million 0.14% of portfolio
407
Q4 2024 New
$0
$254 Million 0.14% of portfolio
5,063
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $180 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 34 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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