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
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
LPLA
Lpl Financial Holdings Inc.

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

Technology
1
+ 0.23%
$982.75 - $1235.28 $983 - $1.24K
434 $492K
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
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
TJX
Tjx Companies Inc

Consumer Cyclical
4
+ 0.19%
$138.56 - $147.63 $554 - $591
2.11K $308K
BK
Bank Of New York Mellon Corp

Financial Services
3
+ 0.15%
$104.54 - $112.64 $314 - $338
2K $221K
MS
Morgan Stanley

Financial Services
4
+ 0.12%
$151.86 - $169.92 $607 - $680
3.35K $533K
HUBB
Hubbell Inc

Industrials
1
+ 0.21%
$408.46 - $472.57 $408 - $473
486 $210K
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
STLD
Steel Dynamics Inc

Basic Materials
1
+ 0.05%
N/A
2.07K $202K
WMT
Walmart Inc.

Consumer Defensive
12
+ 0.12%
$101.18 - $109.03 $1.21K - $1.31K
9.8K $1.01M
Ishares Tr
24K
+ 12.47%
N/A
217K $0
Ishares Tr
11.3K
+ 4.31%
N/A
273K $0
Ishares Tr
16.6K
+ 5.59%
N/A
313K $0
Lam Research Corp
7
+ 0.24%
N/A
2.87K $0
Ishares Tr
450
+ 0.82%
N/A
55.3K $0
Ishares Tr
851
+ 2.04%
N/A
42.5K $0
Ishares Tr
3.26K
+ 3.01%
N/A
112K $0
Dimensional ETF Trust
42.8K
+ 17.24%
N/A
291K $0
Dimensional ETF Trust
668
+ 0.1%
N/A
655K $0
DFSB
Dimensional ETF Tr Dimensional
28.1K
+ 5.76%
N/A
515K $0
Ishares Tr
11.3K
+ 4.42%
N/A
266K $0
Ishares Tr
15K
+ 6.59%
N/A
243K $0
DFSU
Dimensional ETF Tr Dimen Us Su
1.39K
+ 0.06%
N/A
2.4M $0
Arista Networks Inc
2
+ 0.13%
N/A
1.58K $0
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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