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
INTC
Intel Corp

Technology
230
+ 3.83%
$34.71 - $41.53 $7.98K - $9.55K
6.24K $216K
MMM
3 M CO

Industrials
2
+ 0.15%
$148.75 - $171.6 $298 - $343
1.38K $227K
VIG
Vanguard Dividend Appreciation

ETFs
69
+ 4.14%
N/A
1.74K $316K
DE
Deere & CO

Industrials
1
+ 0.16%
$439.11 - $480.78 $439 - $481
640 $304K
FLEX
Flex Ltd.

Technology
3
+ 0.05%
$56.13 - $66.1 $168 - $198
5.5K $329K
WM
Waste Management Inc

Industrials
113
+ 9.5%
$196.77 - $219.98 $22.2K - $24.9K
1.3K $272K
TRV
Travelers Companies, Inc.

Financial Services
2
+ 0.2%
$261.57 - $287.42 $523 - $575
1K $288K
XEL
Xcel Energy Inc

Utilities
69
+ 2.53%
$79.6 - $81.85 $5.49K - $5.65K
2.8K $225K
DTM
Dt Midstream, Inc.

Energy
1
+ 0.05%
$105.61 - $115.94 $106 - $116
1.92K $223K
NRG
Nrg Energy, Inc.

Utilities
2
+ 0.14%
$160.42 - $178.5 $321 - $357
1.47K $243K
BK
Bank Of New York Mellon Corp

Financial Services
3
+ 0.15%
$104.54 - $112.64 $314 - $338
2K $221K
HUBB
Hubbell Inc

Industrials
1
+ 0.21%
$408.46 - $472.57 $408 - $473
486 $210K
MS
Morgan Stanley

Financial Services
4
+ 0.12%
$151.86 - $169.92 $607 - $680
3.35K $533K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.24%
$293.81 - $310.11 $588 - $620
829 $252K
WFC
Wells Fargo & Company

Financial Services
29
+ 0.58%
$77.62 - $87.3 $2.25K - $2.53K
5.02K $419K
TXN
Texas Instruments Inc

Technology
2
+ 0.15%
N/A
1.32K $256K
WMT
Walmart Inc.

Consumer Defensive
12
+ 0.12%
$101.18 - $109.03 $1.21K - $1.31K
9.8K $1.01M
CRH.L
Crh PLC

Basic Materials
1.99K
New
N/A
1.99K $0
Qnity Electronics Inc
10.5K
New
N/A
10.5K $0
STLD
Steel Dynamics Inc

Basic Materials
1
+ 0.05%
N/A
2.07K $202K
DFSU
Dimensional ETF Tr Dimen Us Su
1.39K
+ 0.06%
N/A
2.4M $0
DFSB
Dimensional ETF Tr Dimensional
28.1K
+ 5.76%
N/A
515K $0
Dimensional ETF Trust
668
+ 0.1%
N/A
655K $0
Ishares Tr
3.26K
+ 3.01%
N/A
112K $0
Ishares Tr
851
+ 2.04%
N/A
42.5K $0
Ishares Tr
450
+ 0.82%
N/A
55.3K $0
Ishares Tr
16.6K
+ 5.59%
N/A
313K $0
Linde PLC
2
+ 0.24%
N/A
847 $0
Lam Research Corp
7
+ 0.24%
N/A
2.87K $0
Arista Networks Inc
2
+ 0.13%
N/A
1.58K $0
Kenvue Inc
33.6K
New
N/A
33.6K $0
Ishares Tr
483
+ 0.44%
N/A
110K $0
Ishares Tr
2.87K
+ 2.22%
N/A
132K $0
Ishares Tr
11.5K
+ 8.72%
N/A
144K $0
Ishares Tr
5.84K
+ 3.44%
N/A
175K $0
Ishares Tr
24K
+ 12.47%
N/A
217K $0
Ishares Tr
15K
+ 6.59%
N/A
243K $0
Ishares Tr
11.3K
+ 4.31%
N/A
273K $0
Ishares Tr
11.3K
+ 4.42%
N/A
266K $0
Dimensional ETF Trust
42.8K
+ 17.24%
N/A
291K $0
DIS
Walt Disney CO

Communication Services
206
+ 7.96%
$105.69 - $116.65 $21.8K - $24K
2.79K $295K
GE
General Electric CO

Industrials
2
+ 0.13%
$291.49 - $314.28 $583 - $629
1.49K $445K
KR
Kroger CO

Consumer Defensive
6
+ 0.15%
$63.15 - $69.15 $379 - $415
3.94K $263K
TT
Trane Technologies PLC

Industrials
1
+ 0.16%
$408.5 - $448.65 $409 - $449
638 $266K
CSX
Csx Corp

Industrials
12
+ 0.19%
$34.88 - $36.67 $419 - $440
6.42K $224K
CBRE
Cbre Group, Inc.

Real Estate
3
+ 0.23%
$149.99 - $164.2 $450 - $493
1.28K $197K
ABT
Abbott Laboratories

Healthcare
56
+ 1.69%
$123.62 - $134.59 $6.92K - $7.54K
3.37K $438K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1
+ 0.08%
$211.58 - $234.2 $212 - $234
1.19K $257K
C
Citigroup Inc

Financial Services
5
+ 0.21%
$93.93 - $102.87 $470 - $514
2.36K $231K
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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