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
IBMO
Ishares Tr Ibonds December 202

ETFs
10K
+ 5.03%
$25.52 - $25.62 $255K - $256K
209K $5.35M
MSFT
Microsoft Corp

Technology
766
+ 5.21%
$496.82 - $542.07 $381K - $415K
15.5K $7.85M
BAC
Bank Of America Corp

Financial Services
4.5K
+ 53.66%
$48.65 - $54.11 $219K - $243K
12.9K $663K
CAH
Cardinal Health Inc

Healthcare
1.11K
New
$153.27 - $206.06 $170K - $228K
1.11K $227K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.4K
New
$147.71 - $162.85 $206K - $228K
1.4K $224K
WDC
Western Digital Corp

Technology
1.42K
New
$113.13 - $174.22 $161K - $248K
1.42K $224K
CSCO
Cisco Systems, Inc.

Technology
1.99K
+ 28.71%
$67.46 - $78.0 $134K - $155K
8.9K $692K
UPS
United Parcel Service Inc

Industrials
2.32K
New
$82.87 - $97.4 $192K - $226K
2.32K $218K
PM
Philip Morris International Inc.

Consumer Defensive
1.47K
+ 110.83%
$144.33 - $160.86 $213K - $237K
2.8K $428K
MEDP
Medpace Holdings, Inc.

Healthcare
362
New
$501.22 - $605.2 $181K - $219K
362 $213K
MCK
Mckesson Corp

Healthcare
252
New
$738.06 - $859.37 $186K - $217K
252 $212K
PFE
Pfizer Inc

Healthcare
8.22K
New
$24.23 - $27.37 $199K - $225K
8.22K $206K
BMY
Bristol Myers Squibb CO

Healthcare
4.37K
New
$42.6 - $49.08 $186K - $215K
4.37K $204K
MU
Micron Technology Inc

Technology
13
+ 0.53%
$181.6 - $253.3 $2.36K - $3.29K
2.47K $610K
FSLR
First Solar, Inc.

Technology
782
New
$223.36 - $277.39 $175K - $217K
782 $198K
GLW
Corning Inc

Technology
2.4K
New
$82.06 - $90.29 $197K - $217K
2.4K $196K
FDX
Fedex Corp

Industrials
731
New
$224.63 - $268.67 $164K - $196K
731 $193K
UAL
United Airlines Holdings, Inc.

Industrials
2.03K
New
$90.77 - $104.05 $184K - $211K
2.03K $192K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.89K
+ 3.84%
N/A
213K $5.06M
AMD
Advanced Micro Devices Inc

Technology
9
+ 0.39%
$164.01 - $264.33 $1.48K - $2.38K
2.32K $558K
PEP
Pepsico Inc

Consumer Defensive
1.06K
+ 29.61%
$138.84 - $153.71 $146K - $162K
4.62K $682K
TMO
Thermo Fisher Scientific Inc.

Healthcare
251
+ 53.52%
$524.58 - $588.02 $132K - $148K
720 $408K
DAL
Delta Air Lines, Inc.

Industrials
2.99K
New
$55.65 - $62.32 $166K - $186K
2.99K $174K
FCX
Freeport Mcmoran Inc

Basic Materials
4.06K
New
$38.65 - $43.31 $157K - $176K
4.06K $163K
QCOM
Qualcomm Inc

Technology
882
+ 42.71%
$153.59 - $187.68 $135K - $166K
2.95K $491K
VHT
Vanguard Health Care ETF

ETFs
355
+ 23.59%
$264.7 - $283.93 $94K - $101K
1.86K $525K
NFLX
Netflix Inc

Communication Services
4.54K
+ 1277.75%
$110.29 - $1241.35 $500K - $5.63M
4.89K $539K
ABC
Amerisourcebergen Corp

Healthcare
599
New
N/A
599 $110K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
5.91K
+ 5.39%
$21.09 - $21.35 $125K - $126K
116K $2.44M
SCHW
Schwab Charles Corp

Financial Services
1.25K
+ 33.85%
$91.91 - $97.71 $115K - $122K
4.94K $453K
PG
Procter & Gamble CO

Consumer Defensive
786
+ 17.62%
$145.5 - $153.18 $114K - $120K
5.25K $765K
ORCL
Oracle Corp

Technology
1.48K
+ 36.4%
$217.57 - $313.0 $322K - $463K
5.55K $1.22M
HD
Home Depot, Inc.

Consumer Cyclical
410
+ 24.74%
$358.03 - $397.02 $147K - $163K
2.07K $740K
GM
General Motors CO

Consumer Cyclical
27
+ 0.55%
$55.35 - $71.89 $1.49K - $1.94K
4.89K $344K
GILD
Gilead Sciences, Inc.

Healthcare
7
+ 0.21%
$110.56 - $125.2 $774 - $876
3.36K $416K
AMAT
Applied Materials Inc

Technology
2
+ 0.12%
$209.95 - $240.89 $420 - $482
1.69K $386K
PH
Parker Hannifin Corp

Industrials
1
+ 0.19%
$716.66 - $857.93 $717 - $858
527 $438K
F
Ford Motor CO

Consumer Cyclical
1.34K
+ 9.75%
$11.41 - $13.84 $15.3K - $18.5K
15K $198K
ABBV
Abb Vie Inc.

Healthcare
106
+ 3.04%
$211.96 - $244.38 $22.5K - $25.9K
3.59K $840K
CMI
Cummins Inc

Industrials
1
+ 0.16%
$407.98 - $484.34 $408 - $484
609 $281K
UTHR
United Therapeutics Corp

Healthcare
1
+ 0.19%
$415.34 - $466.4 $415 - $466
518 $241K
KLAC
Kla Corp

Technology
1
+ 0.23%
$982.75 - $1235.28 $983 - $1.24K
434 $492K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1
+ 0.16%
$312.18 - $378.94 $312 - $379
637 $236K
APH
Amphenol Corp

Technology
3
+ 0.13%
$121.7 - $143.85 $365 - $432
2.35K $314K
AEP
American Electric Power CO Inc

Utilities
44
+ 2.26%
$112.75 - $122.73 $4.96K - $5.4K
1.99K $241K
JCI
Johnson Controls International PLC

Industrials
30
+ 1.63%
$105.55 - $122.66 $3.17K - $3.68K
1.88K $222K
STX
Seagate Technology Holdings PLC

Technology
1
+ 0.11%
$211.63 - $293.99 $212 - $294
872 $225K
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.14%
$157.0 - $179.44 $471 - $538
2.17K $380K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 0.31%
$475.68 - $513.11 $3.33K - $3.59K
2.29K $1.16M
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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