Quantum Financial Advisors, LLC New Holdings in Q4 2025

Quantum Financial Advisors, LLC

  • $665 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
367K
New
N/A
367K $97.7M
AON
Aon PLC

Financial Services
2.53K
New
$326.07 - $366.93 $824K - $927K
2.53K $884K
EA
Electronic Arts Inc.

Communication Services
3.51K
New
$199.89 - $202.0 $701K - $708K
3.51K $703K
MCHP
Microchip Technology Inc

Technology
12.8K
New
$53.48 - $67.52 $687K - $867K
12.8K $686K
AFL
Aflac Inc

Financial Services
5.75K
New
$105.7 - $115.01 $607K - $661K
5.75K $656K
CRM
Salesforce, Inc.

Technology
2.42K
New
$235.69 - $263.41 $571K - $638K
2.42K $574K
CVS
Cvs Health Corp

Healthcare
6.59K
New
$76.69 - $83.04 $505K - $547K
6.59K $516K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.14K
New
$91.7 - $105.68 $471K - $543K
5.14K $507K
LECO
Lincoln Electric Holdings Inc

Industrials
2.24K
New
$225.07 - $242.95 $505K - $545K
2.24K $506K
EMR
Emerson Electric CO

Industrials
3.68K
New
$126.01 - $140.03 $463K - $515K
3.68K $468K
NVS
Novartis Ag

Healthcare
2.56K
New
$121.8 - $132.39 $312K - $339K
2.56K $337K
WBD
Warner Bros. Discovery, Inc.

Communication Services
14.4K
New
$17.1 - $23.05 $247K - $333K
14.4K $332K
TROW
Price T Rowe Group Inc

Financial Services
3.13K
New
$101.07 - $106.13 $316K - $332K
3.13K $317K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
9.41K
New
$29.81 - $42.36 $281K - $399K
9.41K $297K
MAR
Marriott International Inc

Consumer Cyclical
988
New
$259.04 - $291.9 $256K - $288K
988 $282K
NSC
Norfolk Southern Corp

Industrials
990
New
$279.53 - $300.15 $277K - $297K
990 $281K
PANW
Palo Alto Networks Inc

Technology
1.34K
New
$204.77 - $221.38 $274K - $296K
1.34K $274K
CAH
Cardinal Health Inc

Healthcare
1.11K
New
$153.27 - $206.06 $170K - $228K
1.11K $227K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.4K
New
$147.71 - $162.85 $206K - $228K
1.4K $224K
WDC
Western Digital Corp

Technology
1.42K
New
$113.13 - $174.22 $161K - $248K
1.42K $224K
UPS
United Parcel Service Inc

Industrials
2.32K
New
$82.87 - $97.4 $192K - $226K
2.32K $218K
MEDP
Medpace Holdings, Inc.

Healthcare
362
New
$501.22 - $605.2 $181K - $219K
362 $213K
MCK
Mckesson Corp

Healthcare
252
New
$738.06 - $859.37 $186K - $217K
252 $212K
PFE
Pfizer Inc

Healthcare
8.22K
New
$24.23 - $27.37 $199K - $225K
8.22K $206K
BMY
Bristol Myers Squibb CO

Healthcare
4.37K
New
$42.6 - $49.08 $186K - $215K
4.37K $204K
FSLR
First Solar, Inc.

Technology
782
New
$223.36 - $277.39 $175K - $217K
782 $198K
GLW
Corning Inc

Technology
2.4K
New
$82.06 - $90.29 $197K - $217K
2.4K $196K
FDX
Fedex Corp

Industrials
731
New
$224.63 - $268.67 $164K - $196K
731 $193K
UAL
United Airlines Holdings, Inc.

Industrials
2.03K
New
$90.77 - $104.05 $184K - $211K
2.03K $192K
DAL
Delta Air Lines, Inc.

Industrials
2.99K
New
$55.65 - $62.32 $166K - $186K
2.99K $174K
FCX
Freeport Mcmoran Inc

Basic Materials
4.06K
New
$38.65 - $43.31 $157K - $176K
4.06K $163K
ABC
Amerisourcebergen Corp

Healthcare
599
New
N/A
599 $110K
Kenvue Inc
33.6K
New
N/A
33.6K $0
Qnity Electronics Inc
10.5K
New
N/A
10.5K $0
CRH.L
Crh PLC

Basic Materials
1.99K
New
N/A
1.99K $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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