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
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.14%
$910.94 - $954.99 $911 - $955
695 $634K
WMB
Williams Companies, Inc.

Energy
7
+ 0.18%
$56.51 - $64.48 $396 - $451
3.94K $240K
DTE
Dte Energy CO

Utilities
19
+ 0.72%
$133.44 - $143.32 $2.54K - $2.72K
2.68K $366K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.19%
$744.6 - $838.97 $745 - $839
527 $408K
INTU
Intuit Inc

Technology
3
+ 0.85%
$641.79 - $683.39 $1.93K - $2.05K
355 $229K
ETN
Eaton Corp PLC

Industrials
1
+ 0.15%
$352.39 - $387.75 $352 - $388
670 $236K
ADI
Analog Devices Inc

Technology
1
+ 0.11%
$225.32 - $246.37 $225 - $246
918 $211K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.18%
$452.1 - $514.24 $452 - $514
568 $267K
UNP
Union Pacific Corp

Industrials
2
+ 0.16%
$216.37 - $237.41 $433 - $475
1.26K $278K
WSM
Williams Sonoma Inc

Consumer Cyclical
1
+ 0.07%
$181.45 - $199.63 $181 - $200
1.5K $273K
COP
Conocophillips

Energy
5
+ 0.12%
$85.66 - $95.46 $428 - $477
4.22K $374K
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.19%
$320.52 - $369.92 $641 - $740
1.06K $338K
TMUS
T Mobile Us, Inc.

Communication Services
2
+ 0.12%
$201.01 - $233.26 $402 - $467
1.63K $351K
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 0.32%
$401.99 - $468.37 $1.61K - $1.87K
1.25K $510K
MA
Mastercard Inc

Financial Services
2
+ 0.13%
$536.85 - $580.45 $1.07K - $1.16K
1.55K $833K
VST
Vistra Corp.

Utilities
2
+ 0.08%
$171.56 - $210.85 $343 - $422
2.5K $436K
URI
United Rentals, Inc.

Industrials
1
+ 0.23%
$806.61 - $1020.0 $807 - $1.02K
435 $350K
HOOD
Robinhood Markets, Inc.

Technology
27
+ 0.72%
$121.53 - $152.46 $3.28K - $4.12K
3.8K $465K
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
Track This Portfolio

Track Quantum Financial Advisors, LLC Portfolio

Follow Quantum Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quantum Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quantum Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email