Quantum Financial Advisors, LLC Incresed Positions in Q4 2025

Quantum Financial Advisors, LLC

  • $665 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
AVUV
American Centy ETF Tr Avantis

ETFs
11.6K
+ 7.96%
$95.19 - $100.66 $1.1M - $1.16M
157K $15.3M
JPM
Jpmorgan Chase & CO

Financial Services
3.07K
+ 49.13%
$294.11 - $320.41 $904K - $984K
9.33K $2.8M
LNG
Cheniere Energy, Inc.

Energy
3.51K
+ 349.35%
$205.63 - $235.74 $722K - $828K
4.52K $971K
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
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
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
JNJ
Johnson & Johnson

Healthcare
1.81K
+ 46.78%
$185.98 - $199.58 $337K - $362K
5.69K $1.14M
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
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
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
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.8K
+ 6.84%
$25.38 - $25.57 $300K - $302K
185K $4.7M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.8K
+ 6.37%
$24.24 - $24.37 $285K - $287K
197K $4.77M
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
CSCO
Cisco Systems, Inc.

Technology
1.99K
+ 28.71%
$67.46 - $78.0 $134K - $155K
8.9K $692K
PM
Philip Morris International Inc.

Consumer Defensive
1.47K
+ 110.83%
$144.33 - $160.86 $213K - $237K
2.8K $428K
MRK
Merck & Co., Inc.

Healthcare
1.92K
+ 49.62%
$82.49 - $92.93 $158K - $178K
5.78K $536K
MU
Micron Technology Inc

Technology
13
+ 0.53%
$181.6 - $253.3 $2.36K - $3.29K
2.47K $610K
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
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
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
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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