Quantum Financial Advisors, LLC Sells in Q4 2025

Quantum Financial Advisors, LLC

  • $665 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-3.64K
- 49.56%
$324.63 - $385.98 $1.18M - $1.41M
3.71K $1.27M
DFAT
Dimensional ETF Tr U S Target

ETFs
-6.27K
- 2.38%
$55.75 - $58.83 $349K - $369K
257K $14.6M
DISV
Dimensional ETF Tr Dimensional

ETFs
-9.8K
- 2.06%
$35.06 - $36.3 $344K - $356K
465K $16.7M
UCO
Pro Shares Trust Ii

ETFs
-10K
- 46.73%
$19.58 - $22.29 $196K - $223K
11.4K $239K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-5.26K
- 13.1%
$42.71 - $43.27 $225K - $228K
34.9K $1.49M
APP
App Lovin Corp

Technology
-102
- 10.73%
$552.64 - $704.09 $56.4K - $71.8K
849 $473K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-5K
- 8.6%
$43.57 - $45.71 $218K - $228K
53.1K $2.39M
VTI
Vanguard Total Stock Market Et

ETFs
-644
- 2.64%
$321.8 - $337.95 $207K - $218K
23.7K $7.82M
FIX
Comfort Systems Usa Inc

Industrials
-193
- 41.42%
$790.72 - $1010.64 $153K - $195K
273 $248K
AMP
Ameriprise Financial Inc

Financial Services
-162
- 13.73%
$440.8 - $497.79 $71.4K - $80.6K
1.02K $448K
CVX
Chevron Corp

Energy
-604
- 15.69%
$148.9 - $157.72 $89.9K - $95.3K
3.25K $502K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-69
- 6.6%
$252.87 - $320.26 $17.4K - $22.1K
976 $246K
SPY
Spdr S&P 500 ETF Trust

ETFs
-128
- 5.29%
$653.02 - $687.39 $83.6K - $88K
2.29K $1.53M
T
At&T Inc.

Communication Services
-363
- 1.3%
$24.44 - $27.55 $8.87K - $10K
27.6K $704K
AVIG
American Centy ETF Tr Avantis

ETFs
-1.2K
- 1.14%
$41.84 - $42.48 $50.4K - $51.1K
104K $4.36M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-6
- 9.09%
$4804.01 - $5424.55 $28.8K - $32.5K
60 $288K
IBMP
Ishares Tr Ibonds December 202

ETFs
-1.71K
- 0.91%
$25.31 - $25.44 $43.2K - $43.4K
186K $4.72M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.77K
- 1.37%
$25.48 - $25.62 $45.1K - $45.3K
128K $3.26M
VBR
Vanguard Small Cap Value ETF

ETFs
-201
- 5.05%
$201.42 - $211.15 $40.5K - $42.4K
3.78K $775K
VZ
Verizon Communications Inc

Communication Services
-442
- 3.68%
$38.4 - $43.83 $17K - $19.4K
11.6K $474K
TPR
Tapestry, Inc.

Consumer Cyclical
-243
- 10.48%
$98.81 - $117.14 $24K - $28.5K
2.08K $210K
MSI
Motorola Solutions, Inc.

Technology
-7
- 1.26%
$379.98 - $462.26 $2.66K - $3.24K
547 $207K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-90
- 3.23%
$589.5 - $635.77 $53.1K - $57.2K
2.69K $1.63M
EME
Emcor Group, Inc.

Industrials
-29
- 3.59%
$618.96 - $777.0 $17.9K - $22.5K
778 $482K
COF
Capital One Financial Corp

Financial Services
-84
- 4.24%
$201.01 - $225.01 $16.9K - $18.9K
1.9K $381K
ADP
Automatic Data Processing Inc

Industrials
-6
- 0.7%
$250.9 - $292.94 $1.51K - $1.76K
851 $213K
JBL
Jabil Inc

Technology
-35
- 2.06%
$193.99 - $222.32 $6.79K - $7.78K
1.67K $336K
DFAI
Dimensional ETF Tr

ETFs
-9.41K
- 2.2%
$35.82 - $37.52 $337K - $353K
419K $15.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-15
- 0.07%
$66.04 - $69.67 $991 - $1.05K
20.7K $1.39M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-272
- 10.62%
$86.12 - $92.36 $23.4K - $25.1K
2.29K $209K
Dimensional ETF Trust
-2.26K
- 0.99%
N/A
225K $0
DFSI
Dimensional ETF Tr Dimen Intl
-293
- 0.03%
N/A
855K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
-5.5K
- 0.98%
N/A
557K $0
NEM
Newmont Corp

Basic Materials
-83
- 2.49%
$78.63 - $98.27 $6.53K - $8.16K
3.24K $282K
IBM
International Business Machines Corp

Technology
-79
- 3.1%
$275.97 - $314.98 $21.8K - $24.9K
2.47K $734K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-66
- 0.06%
$71.0 - $74.64 $4.69K - $4.93K
105K $7.64M
DFAE
Dimensional ETF Tr

ETFs
-156
- 0.06%
$30.74 - $33.05 $4.8K - $5.16K
250K $8.12M
GOOG
Alphabet Inc.

Communication Services
-151
- 1.33%
$237.49 - $291.74 $35.9K - $44.1K
11.2K $3.21M
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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