Quantum Financial Advisors, LLC New Holdings in Q4 2024

Quantum Financial Advisors, LLC

  • $486 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
218K
New
N/A
218K $57.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.61K
New
$481.22 - $538.17 $1.26M - $1.4M
2.61K $1.33M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
25.5K
New
$26.93 - $84.95 $686K - $2.16M
25.5K $696K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
7.66K
New
$56.61 - $61.63 $434K - $472K
7.66K $434K
XLP
Consumer Staples Sector Spdr

ETFs
4.82K
New
N/A
4.82K $366K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.35K
New
$100.18 - $109.1 $335K - $365K
3.35K $351K
APP
App Lovin Corp

Technology
949
New
$130.67 - $401.5 $124K - $381K
949 $307K
BMY
Bristol Myers Squibb CO

Healthcare
5.18K
New
$51.92 - $59.94 $269K - $311K
5.18K $293K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.06K
New
$173.13 - $258.09 $184K - $275K
1.06K $245K
DFS
Discover Financial Services

Financial Services
1.26K
New
$136.3 - $182.67 $172K - $230K
1.26K $218K
UAL
United Airlines Holdings, Inc.

Industrials
2.22K
New
$55.62 - $102.44 $123K - $227K
2.22K $215K
OKE
Oneok Inc

Energy
2.15K
New
$92.28 - $117.05 $198K - $251K
2.15K $215K
LNG
Cheniere Energy, Inc.

Energy
996
New
$181.07 - $225.92 $180K - $225K
996 $214K
CMI
Cummins Inc

Industrials
608
New
$324.93 - $383.42 $198K - $233K
608 $211K
LPLA
Lpl Financial Holdings Inc.

Financial Services
636
New
$229.85 - $335.91 $146K - $214K
636 $207K
FDX
Fedex Corp

Industrials
725
New
$260.5 - $305.15 $189K - $221K
725 $203K
WMB
Williams Companies, Inc.

Energy
3.75K
New
$46.37 - $59.74 $174K - $224K
3.75K $202K
USB
Us Bancorp \De\

Financial Services
4.19K
New
$43.98 - $53.66 $184K - $225K
4.19K $200K
Manager Directed Portfolios
10.5K
New
N/A
10.5K $0
Ishares Tr
11K
New
N/A
11K $0
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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