Quantum Financial Advisors, LLC Purchases in Q1 2025

Quantum Financial Advisors, LLC

  • $416 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
110K
New
$22.61 - $23.14 $2.49M - $2.55M
110K $2.55M
DISV
Dimensional ETF Tr Dimensional

ETFs
33K
+ 6.39%
$26.09 - $30.21 $862K - $998K
550K $16.2M
AVEM
American Centy ETF Tr Avantis

ETFs
32K
+ 11.6%
$57.11 - $62.4 $1.83M - $2M
308K $18.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
17.8K
+ 5.13%
$44.68 - $46.49 $795K - $828K
365K $16.9M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
28.7K
+ 23.22%
N/A
152K $3.62M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
24.6K
+ 24.45%
$24.79 - $25.26 $610K - $622K
125K $3.16M
JNJ
Johnson & Johnson

Healthcare
3.39K
+ 152.98%
$142.06 - $167.7 $481K - $568K
5.6K $928K
AVUV
American Centy ETF Tr Avantis

ETFs
17.4K
+ 17.43%
$84.95 - $100.62 $1.48M - $1.75M
117K $10.2M
IBMO
Ishares Tr Ibonds December 202

ETFs
20.1K
+ 15.24%
$25.45 - $25.6 $512K - $515K
152K $3.89M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
17K
+ 14.69%
$23.9 - $24.18 $405K - $410K
132K $3.2M
IBDV
Ishares Tr

Technology
12.3K
+ 13.3%
$21.11 - $21.73 $260K - $268K
105K $2.28M
GE
General Electric CO

Industrials
1.48K
New
$168.59 - $212.13 $250K - $315K
1.48K $297K
PEP
Pepsico Inc

Consumer Defensive
1.76K
+ 102.32%
$142.64 - $156.42 $252K - $276K
3.49K $522K
HWM
Howmet Aerospace Inc.

Industrials
1.8K
New
$110.79 - $139.39 $199K - $251K
1.8K $233K
PGR
Progressive Corp

Financial Services
810
New
$235.61 - $291.22 $191K - $236K
810 $229K
DFAE
Dimensional ETF Tr

ETFs
2.78K
+ 1.09%
$24.64 - $26.86 $68.5K - $74.7K
258K $6.69M
CSX
Csx Corp

Industrials
7.53K
New
$29.11 - $33.67 $219K - $254K
7.53K $221K
EQT
Eqt Corp

Energy
3.97K
New
$46.16 - $54.25 $183K - $215K
3.97K $212K
AEP
American Electric Power CO Inc

Utilities
1.92K
New
$90.32 - $109.27 $174K - $210K
1.92K $210K
PM
Philip Morris International Inc.

Consumer Defensive
1.26K
New
$117.15 - $158.79 $148K - $200K
1.26K $200K
IBMP
Ishares Tr Ibonds December 202

ETFs
6.48K
+ 4.93%
$25.1 - $25.34 $163K - $164K
138K $3.48M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
6.51K
+ 7.54%
$20.1 - $20.8 $131K - $135K
92.8K $1.92M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
5.21K
+ 5.25%
$25.05 - $25.16 $131K - $131K
105K $2.63M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.11K
+ 6.56%
$25.08 - $25.39 $128K - $130K
83K $2.09M
GILD
Gilead Sciences, Inc.

Healthcare
730
+ 28.88%
$89.14 - $117.41 $65.1K - $85.7K
3.26K $365K
KO
Coca Cola CO

Consumer Defensive
1.03K
+ 22.49%
$60.81 - $72.32 $62.6K - $74.5K
5.61K $401K
ABT
Abbott Laboratories

Healthcare
259
+ 8.47%
$111.1 - $140.22 $28.8K - $36.3K
3.32K $439K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.19K
+ 8.62%
$42.5 - $46.71 $50.7K - $55.8K
15K $681K
DTE
Dte Energy CO

Utilities
146
+ 8.09%
$117.6 - $138.27 $17.2K - $20.2K
1.95K $269K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
370
+ 0.8%
$40.79 - $42.32 $15.1K - $15.7K
46.4K $1.95M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
521
+ 0.83%
$24.21 - $25.09 $12.6K - $13.1K
63.6K $1.59M
LNG
Cheniere Energy, Inc.

Energy
1
+ 0.1%
$209.32 - $253.66 $209 - $254
997 $230K
WFC
Wells Fargo & Company

Financial Services
6
+ 0.12%
$66.78 - $81.42 $401 - $489
5K $358K
Manager Directed Portfolios
677
+ 6.43%
N/A
11.2K $0
Ishares Tr
12.8K
+ 8.3%
N/A
167K $0
Ishares Tr
97.2K
+ 885.86%
N/A
108K $0
Ishares Tr
7.65K
+ 5.44%
N/A
148K $0
Ishares Tr
3.28K
+ 2.19%
N/A
153K $0
Ishares Tr
42.8K
+ 21.69%
N/A
240K $0
Ishares Tr
18.8K
+ 11.95%
N/A
176K $0
Ishares Tr
21.1K
+ 11.19%
N/A
209K $0
Lam Research Corp
2.87K
New
N/A
2.87K $0
Ishares Tr
29K
+ 16.14%
N/A
208K $0
Ishares Tr
53.3K
New
N/A
53.3K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
32.7K
+ 5.93%
N/A
584K $0
DFSI
Dimensional ETF Tr Dimen Intl
5.44K
+ 0.59%
N/A
927K $0
Dimensional ETF Trust
270K
New
N/A
270K $0
DFSU
Dimensional ETF Tr Dimen Us Su
9.61K
+ 0.42%
N/A
2.28M $0
Dimensional ETF Trust
7.51K
+ 4.41%
N/A
178K $0
Activity Summary
Buys All Purchases 69 New Holdings 14 Increased Positions 55 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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