Quantum Financial Advisors, LLC Purchases in Q4 2025

Quantum Financial Advisors, LLC

  • $665 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
367K
New
N/A
367K $97.7M
AAPL
Apple Inc.

Technology
35.6K
+ 43.05%
$245.27 - $275.25 $8.74M - $9.81M
118K $31.7M
GLDM
World Gold Trust

ETFs
65.9K
+ 65.72%
$76.32 - $86.69 $5.03M - $5.72M
166K $13.4M
AVUS
American Centy ETF Tr Avantis

ETFs
42.5K
+ 3.57%
$105.96 - $111.17 $4.5M - $4.73M
1.23M $135M
AVDE
American Centy ETF Tr Avantis

ETFs
22.9K
+ 5.17%
$77.65 - $81.2 $1.78M - $1.86M
467K $37.5M
AVEM
American Centy ETF Tr Avantis

ETFs
20K
+ 5.91%
$73.09 - $78.36 $1.46M - $1.57M
359K $27.9M
AMZN
Amazon Com Inc

Consumer Cyclical
3.22K
+ 20.08%
$213.04 - $254.0 $687K - $819K
19.3K $4.52M
AVRE
American Centy ETF Tr Avantis
24.6K
+ 6.38%
$43.28 - $45.31 $1.06M - $1.11M
410K $18M
CAT
Caterpillar Inc

Industrials
1.4K
+ 90.52%
$480.82 - $585.49 $675K - $821K
2.95K $1.63M
AON
Aon PLC

Financial Services
2.53K
New
$326.07 - $366.93 $824K - $927K
2.53K $884K
JPM
Jpmorgan Chase & CO

Financial Services
3.07K
+ 49.13%
$294.11 - $320.41 $904K - $984K
9.33K $2.8M
DFAU
Dimensional ETF Tr

ETFs
14.9K
+ 2.86%
$44.77 - $47.01 $668K - $701K
536K $24.6M
LNG
Cheniere Energy, Inc.

Energy
3.51K
+ 349.35%
$205.63 - $235.74 $722K - $828K
4.52K $971K
EA
Electronic Arts Inc.

Communication Services
3.51K
New
$199.89 - $202.0 $701K - $708K
3.51K $703K
MCHP
Microchip Technology Inc

Technology
12.8K
New
$53.48 - $67.52 $687K - $867K
12.8K $686K
ACN
Accenture PLC

Technology
2.8K
+ 193.49%
$234.02 - $253.35 $654K - $708K
4.24K $1.02M
AVDV
American Centy ETF Tr Avantis

ETFs
4.63K
+ 2.23%
$87.37 - $90.92 $405K - $421K
212K $19.1M
AFL
Aflac Inc

Financial Services
5.75K
New
$105.7 - $115.01 $607K - $661K
5.75K $656K
LLY
Eli Lilly & CO

Healthcare
229
+ 15.38%
$799.57 - $1025.28 $183K - $235K
1.72K $1.76M
IBDV
Ishares Tr

Technology
27.3K
+ 20.41%
$22.03 - $22.24 $602K - $608K
161K $3.55M
CRM
Salesforce, Inc.

Technology
2.42K
New
$235.69 - $263.41 $571K - $638K
2.42K $574K
CVS
Cvs Health Corp

Healthcare
6.59K
New
$76.69 - $83.04 $505K - $547K
6.59K $516K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.14K
New
$91.7 - $105.68 $471K - $543K
5.14K $507K
LECO
Lincoln Electric Holdings Inc

Industrials
2.24K
New
$225.07 - $242.95 $505K - $545K
2.24K $506K
NVDA
Nvidia Corp

Technology
2.6K
+ 6.92%
$179.83 - $207.04 $468K - $539K
40.2K $7.5M
AMGN
Amgen Inc

Healthcare
811
+ 25.04%
$290.13 - $341.71 $235K - $277K
4.05K $1.38M
EMR
Emerson Electric CO

Industrials
3.68K
New
$126.01 - $140.03 $463K - $515K
3.68K $468K
JNJ
Johnson & Johnson

Healthcare
1.81K
+ 46.78%
$185.98 - $199.58 $337K - $362K
5.69K $1.14M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
18.7K
New
$21.96 - $27.05 $411K - $506K
18.7K $411K
GOOGL
Alphabet Inc.

Communication Services
34
+ 0.29%
$236.57 - $291.31 $8.04K - $9.9K
11.8K $3.26M
V
Visa Inc.

Financial Services
1.26K
+ 41.8%
$325.75 - $352.42 $412K - $445K
4.29K $1.4M
LOW
Lowes Companies Inc

Consumer Cyclical
1.72K
+ 200.7%
$225.0 - $247.99 $387K - $427K
2.58K $579K
KO
Coca Cola CO

Consumer Defensive
4.75K
+ 97.49%
$66.1 - $71.61 $314K - $340K
9.61K $679K
AXP
American Express CO

Financial Services
965
+ 40.92%
$316.26 - $372.77 $305K - $360K
3.32K $1.13M
MPC
Marathon Petroleum Corp

Energy
1.7K
+ 144.12%
$180.89 - $200.13 $308K - $341K
2.88K $576K
XOM
Exxon Mobil Corp

Energy
2.46K
+ 24.04%
$110.64 - $119.78 $272K - $294K
12.7K $1.49M
NVS
Novartis Ag

Healthcare
2.56K
New
$121.8 - $132.39 $312K - $339K
2.56K $337K
WBD
Warner Bros. Discovery, Inc.

Communication Services
14.4K
New
$17.1 - $23.05 $247K - $333K
14.4K $332K
DFSV
Dimensional ETF Tr Dimensional

ETFs
11.9K
+ 10.39%
$30.55 - $32.35 $363K - $385K
126K $3.97M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.75K
+ 1.81%
$46.85 - $47.44 $316K - $320K
380K $17.8M
TROW
Price T Rowe Group Inc

Financial Services
3.13K
New
$101.07 - $106.13 $316K - $332K
3.13K $317K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
12.5K
+ 18.13%
$25.43 - $25.82 $318K - $323K
81.5K $2.08M
META
Meta Platforms, Inc.

Communication Services
1.2K
+ 34.87%
$609.01 - $751.67 $732K - $904K
4.65K $2.83M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
9.41K
New
$29.81 - $42.36 $281K - $399K
9.41K $297K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.8K
+ 6.84%
$25.38 - $25.57 $300K - $302K
185K $4.7M
MAR
Marriott International Inc

Consumer Cyclical
988
New
$259.04 - $291.9 $256K - $288K
988 $282K
NSC
Norfolk Southern Corp

Industrials
990
New
$279.53 - $300.15 $277K - $297K
990 $281K
PANW
Palo Alto Networks Inc

Technology
1.34K
New
$204.77 - $221.38 $274K - $296K
1.34K $274K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.8K
+ 6.37%
$24.24 - $24.37 $285K - $287K
197K $4.77M
Activity Summary
Buys All Purchases 169 New Holdings 36 Increased Positions 133 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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