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 Market Cap. of $50 Millions to $300 Millions

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

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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