Quantum Financial Advisors, LLC Incresed Positions in Q4 2024

Quantum Financial Advisors, LLC

  • $486 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
39.8K
+ 4.12%
$94.36 - $102.06 $3.75M - $4.06M
1.01M $97.4M
DFAU
Dimensional ETF Tr

ETFs
124K
+ 20.71%
$39.27 - $42.38 $4.88M - $5.26M
724K $29.3M
AAPL
Apple Inc.

Technology
6K
+ 9.54%
$221.69 - $259.02 $1.33M - $1.56M
68.9K $17.3M
DFAE
Dimensional ETF Tr

ETFs
107K
+ 72.35%
$25.36 - $28.15 $2.71M - $3.01M
255K $6.46M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.53K
+ 457.46%
$567.81 - $607.81 $2M - $2.14M
4.3K $2.52M
NVDA
Nvidia Corp

Technology
11.9K
+ 37.65%
$117.0 - $148.88 $1.4M - $1.78M
43.6K $5.86M
AMZN
Amazon Com Inc

Consumer Cyclical
3.65K
+ 32.07%
$180.88 - $232.93 $660K - $850K
15K $3.3M
DFAI
Dimensional ETF Tr

ETFs
81K
+ 16.13%
$29.0 - $31.6 $2.35M - $2.56M
584K $17M
DFSV
Dimensional ETF Tr Dimensional

ETFs
30K
+ 37.18%
$30.18 - $33.87 $905K - $1.02M
111K $3.41M
VTI
Vanguard Total Stock Market Et

ETFs
2.26K
+ 21.64%
$280.04 - $302.45 $632K - $683K
12.7K $3.68M
GOOGL
Alphabet Inc.

Communication Services
2.73K
+ 32.35%
$161.86 - $196.66 $443K - $538K
11.2K $2.12M
GOOG
Alphabet Inc.

Communication Services
1.26K
+ 12.34%
$163.08 - $198.16 $206K - $250K
11.5K $2.19M
V
Visa Inc.

Financial Services
88
+ 2.26%
$273.87 - $320.91 $24.1K - $28.2K
3.99K $1.26M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.49K
+ 8.96%
$23.88 - $24.32 $227K - $231K
115K $2.77M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
17.6K
+ 5.35%
$45.17 - $47.23 $796K - $832K
347K $15.7M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.27K
+ 10.14%
$24.82 - $25.48 $230K - $236K
101K $2.51M
AVDE
American Centy ETF Tr Avantis

ETFs
39.2K
+ 9.9%
$60.9 - $66.69 $2.39M - $2.62M
435K $26.7M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
5.63K
+ 4.78%
N/A
124K $2.93M
COST
Costco Wholesale Corp

Consumer Defensive
105
+ 8.79%
$873.59 - $994.69 $91.7K - $104K
1.3K $1.19M
COP
Conocophillips

Energy
1.47K
+ 52.25%
$95.12 - $114.72 $140K - $169K
4.3K $425K
AVUV
American Centy ETF Tr Avantis

ETFs
464
+ 0.47%
$94.37 - $106.41 $43.8K - $49.4K
99.7K $9.63M
PFF
Ishares Trust Ishares Pfd And

ETFs
3.4K
+ 37.79%
$31.23 - $33.51 $106K - $114K
12.4K $389K
MSFT
Microsoft Corp

Technology
504
+ 3.3%
$406.35 - $454.46 $205K - $229K
15.8K $6.66M
IBMP
Ishares Tr Ibonds December 202

ETFs
4.73K
+ 3.73%
$25.08 - $25.43 $119K - $120K
131K $3.3M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.28K
+ 5.82%
$25.06 - $25.59 $107K - $110K
77.9K $1.96M
IBDV
Ishares Tr

Technology
6.51K
+ 7.55%
$21.24 - $22.15 $138K - $144K
92.8K $1.98M
ACN
Accenture PLC

Technology
95
+ 3.73%
$343.9 - $376.86 $32.7K - $35.8K
2.64K $928K
EME
Emcor Group, Inc.

Industrials
1
+ 0.11%
$427.96 - $526.95 $428 - $527
950 $431K
HON
Honeywell International Inc

Industrials
2
+ 0.2%
$202.84 - $236.0 $406 - $472
999 $225K
DISV
Dimensional ETF Tr Dimensional

ETFs
44.9K
+ 9.51%
$26.18 - $28.77 $1.17M - $1.29M
517K $13.7M
IBMO
Ishares Tr Ibonds December 202

ETFs
1.37K
+ 1.05%
$25.4 - $25.62 $34.8K - $35.2K
132K $3.36M
ETN
Eaton Corp PLC

Industrials
1
+ 0.15%
$326.96 - $377.52 $327 - $378
669 $222K
Ishares Tr
10.1K
+ 6.97%
N/A
154K $0
Ishares Tr
2.5K
+ 1.81%
N/A
141K $0
Ishares Tr
1.94K
+ 1.56%
N/A
126K $0
Ishares Tr
1.96K
+ 1.61%
N/A
123K $0
Dimensional ETF Trust
48.4K
+ 39.74%
N/A
170K $0
American Centy ETF Tr
1.06K
+ 6.83%
N/A
16.5K $0
Dimensional ETF Trust
6.15K
+ 0.74%
N/A
832K $0
Ishares Tr
11.1K
+ 7.59%
N/A
157K $0
Ishares Tr
17.6K
+ 10.86%
N/A
179K $0
Ishares Tr
17.3K
+ 10.13%
N/A
188K $0
Ishares Tr
10.2K
+ 5.44%
N/A
197K $0
DFSB
Dimensional ETF Tr Dimensional
41.2K
+ 11.57%
N/A
397K $0
DFSU
Dimensional ETF Tr Dimen Us Su
39.2K
+ 1.76%
N/A
2.27M $0
HD
Home Depot, Inc.

Consumer Cyclical
54
+ 3.44%
$385.02 - $431.37 $20.8K - $23.3K
1.62K $631K
MRK
Merck & Co., Inc.

Healthcare
450
+ 10.87%
$96.31 - $114.76 $43.3K - $51.6K
4.59K $456K
CL
Colgate Palmolive CO

Consumer Defensive
163
+ 6.9%
$90.22 - $102.31 $14.7K - $16.7K
2.53K $229K
TSCO
Tractor Supply CO

Consumer Cyclical
3.03K
+ 399.87%
$52.59 - $303.74 $159K - $921K
3.79K $201K
Activity Summary
Buys All Purchases 75 New Holdings 21 Increased Positions 54 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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