Quantum Financial Advisors
Latest statistics and disclosures from Quantum Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVUS, DFSU, AVDE, DFSI, AAPL, and represent 39.24% of Quantum Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$9.7M), OEF (+$9.0M), GLDM (+$5.6M), AVUS, DFGP, AVDE, AVEM, DFSB, AVUV, AVRE.
- Started 36 new stock positions in COR, MCK, PANW, UAL, NVS, AFL, NSC, GLW, MAR, KVUE.
- Reduced shares in these 10 stocks: IBDU, IBMR, IBDY, AVGO, , DFAT, DISV, DFAI, HWM, .
- Sold out of its positions in AN, AZO, BLK, CMCSA, DFIV, EVR, GEV, HON, HWM, IBDY. IBMR, IBDU, Mr Cooper Group, PLTR, PGR, TRGP, VIS.
- Quantum Financial Advisors was a net buyer of stock by $53M.
- Quantum Financial Advisors has $891M in assets under management (AUM), dropping by 8.55%.
- Central Index Key (CIK): 0001929139
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Portfolio Holdings for Quantum Financial Advisors
Quantum Financial Advisors holds 220 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 15.5 | $138M | +3% | 1.2M | 111.78 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 11.7 | $104M | 2.4M | 43.43 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 4.3 | $39M | +5% | 467k | 82.32 |
|
| Dimensional Etf Trust International (DFSI) | 4.1 | $37M | 855k | 42.84 |
|
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| Apple (AAPL) | 3.6 | $32M | +43% | 118k | 271.86 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 3.1 | $28M | +5% | 359k | 77.02 |
|
| Dimensional Etf Trust Global Sustaina (DFSB) | 3.0 | $27M | +5% | 515k | 51.80 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 2.8 | $25M | +2% | 536k | 46.80 |
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 2.6 | $23M | 557k | 41.48 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 2.2 | $20M | +2% | 212k | 93.97 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 2.0 | $18M | 380k | 47.08 |
|
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| American Centy Etf Tr Real Estate Etf (AVRE) | 2.0 | $18M | +6% | 410k | 43.53 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 2.0 | $18M | -2% | 465k | 38.00 |
|
| Dimensional Etf Trust Global Real Est (DFGR) | 1.9 | $17M | 655k | 26.42 |
|
|
| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 1.9 | $17M | 225k | 73.63 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.8 | $16M | +7% | 157k | 101.98 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.8 | $16M | -2% | 419k | 38.11 |
|
| Dimensional Etf Trust Global Core Plus (DFGP) | 1.8 | $16M | +17% | 291k | 54.07 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.7 | $15M | -2% | 257k | 59.54 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.6 | $14M | +65% | 166k | 85.37 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.0 | $9.0M | NEW | 367k | 24.57 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.9 | $8.1M | 250k | 32.57 |
|
|
| Ishares Tr Ibonds Oct 2026 (IBIC) | 0.9 | $8.0M | +5% | 313k | 25.55 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $7.9M | -2% | 24k | 335.27 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.9 | $7.8M | 105k | 74.17 |
|
|
| NVIDIA Corporation (NVDA) | 0.8 | $7.5M | +6% | 40k | 186.50 |
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| Microsoft Corporation (MSFT) | 0.8 | $7.5M | +5% | 16k | 483.61 |
|
| Ishares Tr Ibonds Oct 2027 (IBID) | 0.8 | $7.0M | +4% | 273k | 25.80 |
|
| Ishares Tr Ibonds Oct 2028 (IBIE) | 0.8 | $6.9M | +4% | 267k | 25.98 |
|
| Ishares Tr Ibonds Oct 2029 (IBIF) | 0.7 | $6.3M | +6% | 243k | 26.02 |
|
| Ishares Tr Ibonds Oct 2030 (IBIG) | 0.6 | $5.6M | +12% | 217k | 26.05 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.6 | $5.4M | +5% | 209k | 25.64 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.6 | $5.2M | +3% | 213k | 24.23 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.5 | $4.8M | +6% | 197k | 24.28 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.5 | $4.7M | 186k | 25.39 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.5 | $4.7M | +6% | 185k | 25.45 |
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| Ishares Tr Ibonds Oct 2031 (IBIH) | 0.5 | $4.6M | +3% | 175k | 26.02 |
|
| Amazon (AMZN) | 0.5 | $4.4M | +20% | 19k | 230.82 |
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.5 | $4.4M | 104k | 41.92 |
|
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.5 | $4.2M | +10% | 126k | 32.89 |
|
| Ishares Tr Ibonds Oct 2032 (IBII) | 0.4 | $3.7M | +8% | 144k | 25.73 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.7M | 12k | 313.00 |
|
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.4 | $3.6M | +20% | 161k | 22.07 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.5M | 11k | 313.80 |
|
|
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 0.4 | $3.5M | 69k | 50.65 |
|
|
| Ishares Tr Ibonds Oct 2033 (IBIJ) | 0.4 | $3.4M | +2% | 132k | 25.85 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.4 | $3.3M | 128k | 25.58 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $3.1M | +34% | 4.6k | 660.15 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $3.0M | +49% | 9.3k | 322.21 |
|
| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.3 | $2.9M | +3% | 112k | 26.06 |
|
| Ishares Tr Ibonds Oct 2034 (IBIK) | 0.3 | $2.8M | 110k | 25.64 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $2.5M | -8% | 53k | 46.59 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.3 | $2.4M | +5% | 116k | 21.15 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.2 | $2.1M | +18% | 82k | 25.53 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $2.1M | 2.7k | 753.78 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.8M | +15% | 1.7k | 1074.68 |
|
| Caterpillar (CAT) | 0.2 | $1.7M | +90% | 3.0k | 572.96 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.7M | -3% | 2.7k | 614.40 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.6M | -5% | 2.3k | 681.83 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.5M | +24% | 13k | 120.34 |
|
| Visa Com Cl A (V) | 0.2 | $1.5M | +41% | 4.3k | 350.71 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.2 | $1.5M | -13% | 35k | 42.56 |
|
| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.2 | $1.5M | 55k | 26.37 |
|
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $1.4M | 21k | 69.67 |
|
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $1.4M | 36k | 39.59 |
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| Amgen (AMGN) | 0.1 | $1.3M | +25% | 4.1k | 327.29 |
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| Broadcom (AVGO) | 0.1 | $1.3M | -49% | 3.7k | 346.10 |
|
| American Express Company (AXP) | 0.1 | $1.2M | +40% | 3.3k | 369.90 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.2M | +46% | 5.7k | 206.97 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.1M | 2.3k | 502.65 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | +193% | 4.2k | 268.29 |
|
| Ishares Tr Ibonds Dec 2031 (IBMT) | 0.1 | $1.1M | +2% | 43k | 25.95 |
|
| Wal-Mart Stores (WMT) | 0.1 | $1.1M | 9.8k | 111.41 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.1M | +36% | 5.5k | 194.91 |
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| American Centy Etf Tr Avantis Emerging (AVXC) | 0.1 | $1.1M | 17k | 63.77 |
|
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| Aon Shs Cl A (AON) | 0.1 | $891k | NEW | 2.5k | 352.90 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $886k | 1.6k | 570.94 |
|
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| Cheniere Energy Com New (LNG) | 0.1 | $878k | +349% | 4.5k | 194.39 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $854k | NEW | 11k | 81.65 |
|
| Abbvie (ABBV) | 0.1 | $821k | +3% | 3.6k | 228.49 |
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| Microchip Technology (MCHP) | 0.1 | $818k | NEW | 13k | 63.72 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $800k | -5% | 3.8k | 211.79 |
|
| Procter & Gamble Company (PG) | 0.1 | $752k | +17% | 5.2k | 143.31 |
|
| International Business Machines (IBM) | 0.1 | $732k | -3% | 2.5k | 296.16 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $723k | 12k | 62.47 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $722k | 13k | 53.76 |
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| Electronic Arts (EA) | 0.1 | $716k | NEW | 3.5k | 204.33 |
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| Home Depot (HD) | 0.1 | $711k | +24% | 2.1k | 344.05 |
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| Bank of America Corporation (BAC) | 0.1 | $709k | +53% | 13k | 55.00 |
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| Micron Technology (MU) | 0.1 | $706k | 2.5k | 285.46 |
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| At&t (T) | 0.1 | $687k | 28k | 24.84 |
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| Cisco Systems (CSCO) | 0.1 | $686k | +28% | 8.9k | 77.03 |
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| Coca-Cola Company (KO) | 0.1 | $672k | +97% | 9.6k | 69.91 |
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| Pepsi (PEP) | 0.1 | $663k | +29% | 4.6k | 143.53 |
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| salesforce (CRM) | 0.1 | $642k | NEW | 2.4k | 264.91 |
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| AFLAC Incorporated (AFL) | 0.1 | $634k | NEW | 5.7k | 110.27 |
|
| Lowe's Companies (LOW) | 0.1 | $621k | +200% | 2.6k | 241.12 |
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| Merck & Co (MRK) | 0.1 | $608k | +49% | 5.8k | 105.26 |
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| Costco Wholesale Corporation (COST) | 0.1 | $600k | 695.00 | 862.76 |
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| Morgan Stanley Com New (MS) | 0.1 | $594k | 3.3k | 177.55 |
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| Kenvue (KVUE) | 0.1 | $580k | NEW | 34k | 17.25 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $572k | -10% | 849.00 | 673.82 |
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| Tesla Motors (TSLA) | 0.1 | $561k | 1.2k | 449.81 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $556k | 812.00 | 684.94 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $538k | NEW | 2.2k | 239.64 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $535k | +23% | 1.9k | 287.85 |
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| Kla Corp Com New (KLAC) | 0.1 | $528k | 434.00 | 1215.67 |
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| CVS Caremark Corporation (CVS) | 0.1 | $523k | NEW | 6.6k | 79.36 |
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| Qualcomm (QCOM) | 0.1 | $504k | +42% | 2.9k | 171.03 |
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| Ameriprise Financial (AMP) | 0.1 | $499k | -13% | 1.0k | 490.11 |
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| Advanced Micro Devices (AMD) | 0.1 | $497k | 2.3k | 214.16 |
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| Chevron Corporation (CVX) | 0.1 | $495k | -15% | 3.2k | 152.41 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $493k | +33% | 4.9k | 99.90 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $492k | 2.9k | 171.18 |
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| Emerson Electric (EMR) | 0.1 | $488k | NEW | 3.7k | 132.71 |
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| Emcor (EME) | 0.1 | $476k | -3% | 778.00 | 612.11 |
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| Verizon Communications (VZ) | 0.1 | $471k | -3% | 12k | 40.73 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $469k | +144% | 2.9k | 162.63 |
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| O'reilly Automotive (ORLY) | 0.1 | $468k | NEW | 5.1k | 91.21 |
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| Wells Fargo & Company (WFC) | 0.1 | $468k | 5.0k | 93.20 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $464k | 527.00 | 879.48 |
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| Goldman Sachs (GS) | 0.1 | $463k | 527.00 | 878.69 |
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| Capital One Financial (COF) | 0.1 | $460k | -4% | 1.9k | 242.41 |
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| Netflix (NFLX) | 0.1 | $459k | +1277% | 4.9k | 93.76 |
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| Ge Aerospace Com New (GE) | 0.1 | $458k | 1.5k | 308.03 |
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| Philip Morris International (PM) | 0.1 | $450k | +110% | 2.8k | 160.40 |
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| Applied Materials (AMAT) | 0.0 | $434k | 1.7k | 256.98 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $430k | 3.8k | 113.10 |
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| Abbott Laboratories (ABT) | 0.0 | $422k | 3.4k | 125.30 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $417k | +53% | 720.00 | 579.26 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $416k | NEW | 14k | 28.82 |
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| Gilead Sciences (GILD) | 0.0 | $412k | 3.4k | 122.75 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $406k | 3.4k | 120.96 |
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| Vistra Energy (VST) | 0.0 | $403k | 2.5k | 161.33 |
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| General Motors Company (GM) | 0.0 | $398k | 4.9k | 81.32 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $397k | 2.2k | 183.38 |
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| ConocoPhillips (COP) | 0.0 | $395k | 4.2k | 93.62 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $382k | +4% | 1.7k | 219.78 |
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| Jabil Circuit (JBL) | 0.0 | $380k | -2% | 1.7k | 228.02 |
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| Bath & Body Works In (BBWI) | 0.0 | $375k | NEW | 19k | 20.08 |
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| Linde SHS (LIN) | 0.0 | $361k | 847.00 | 426.31 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $353k | NEW | 2.6k | 137.85 |
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| United Rentals (URI) | 0.0 | $352k | 435.00 | 809.32 |
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| Steel Dynamics (STLD) | 0.0 | $350k | 2.1k | 169.45 |
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| UnitedHealth (UNH) | 0.0 | $349k | 1.1k | 330.23 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $348k | NEW | 9.4k | 37.00 |
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| DTE Energy Company (DTE) | 0.0 | $345k | 2.7k | 128.98 |
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| Flex Ord (FLEX) | 0.0 | $332k | 5.5k | 60.42 |
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| Metropcs Communications (TMUS) | 0.0 | $330k | 1.6k | 203.10 |
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| TJX Companies (TJX) | 0.0 | $325k | 2.1k | 153.60 |
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| Newmont Mining Corporation (NEM) | 0.0 | $324k | -2% | 3.2k | 99.85 |
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| Booking Holdings (BKNG) | 0.0 | $321k | -9% | 60.00 | 5355.33 |
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| T. Rowe Price (TROW) | 0.0 | $320k | NEW | 3.1k | 102.38 |
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| Walt Disney Company (DIS) | 0.0 | $318k | +7% | 2.8k | 113.78 |
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| Amphenol Corp Cl A (APH) | 0.0 | $317k | 2.3k | 135.14 |
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| Cummins (CMI) | 0.0 | $311k | 609.00 | 510.55 |
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| Marriott Intl Cl A (MAR) | 0.0 | $307k | NEW | 988.00 | 310.24 |
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| Deere & Company (DE) | 0.0 | $298k | 640.00 | 465.22 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $294k | 3.3k | 89.46 |
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| Union Pacific Corporation (UNP) | 0.0 | $292k | 1.3k | 231.32 |
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| Travelers Companies (TRV) | 0.0 | $291k | 1.0k | 290.06 |
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| Waste Management (WM) | 0.0 | $286k | +9% | 1.3k | 219.66 |
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| Norfolk Southern (NSC) | 0.0 | $286k | NEW | 990.00 | 288.62 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $279k | 9.0k | 30.96 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $277k | 129.00 | 2146.18 |
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| Quanta Services (PWR) | 0.0 | $275k | -29% | 653.00 | 421.80 |
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| Citigroup Com New (C) | 0.0 | $275k | 2.4k | 116.70 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $275k | 568.00 | 483.67 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $272k | -6% | 976.00 | 278.92 |
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| Williams-Sonoma (WSM) | 0.0 | $268k | 1.5k | 178.60 |
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| Tapestry (TPR) | 0.0 | $265k | -10% | 2.1k | 127.77 |
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| Comfort Systems USA (FIX) | 0.0 | $255k | -41% | 273.00 | 932.59 |
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| McDonald's Corporation (MCD) | 0.0 | $253k | 829.00 | 305.57 |
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| United Therapeutics Corporation (UTHR) | 0.0 | $253k | 518.00 | 487.68 |
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| Ross Stores (ROST) | 0.0 | $252k | NEW | 1.4k | 180.14 |
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| Analog Devices (ADI) | 0.0 | $249k | 918.00 | 271.07 |
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| Trane Technologies SHS (TT) | 0.0 | $248k | 638.00 | 389.25 |
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| CRH Ord (CRH) | 0.0 | $248k | NEW | 2.0k | 124.80 |
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| Palo Alto Networks (PANW) | 0.0 | $247k | NEW | 1.3k | 184.20 |
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| Kroger (KR) | 0.0 | $246k | 3.9k | 62.48 |
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| Western Digital (WDC) | 0.0 | $245k | NEW | 1.4k | 172.27 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $240k | 872.00 | 275.39 |
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| Williams Companies (WMB) | 0.0 | $237k | 3.9k | 60.11 |
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| Bristol Myers Squibb (BMY) | 0.0 | $236k | NEW | 4.4k | 53.94 |
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| Dick's Sporting Goods (DKS) | 0.0 | $236k | 1.2k | 198.05 |
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| Intuit (INTU) | 0.0 | $235k | 355.00 | 661.59 |
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| Nrg Energy Com New (NRG) | 0.0 | $234k | 1.5k | 159.19 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $233k | 2.0k | 116.12 |
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| CSX Corporation (CSX) | 0.0 | $233k | 6.4k | 36.25 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $230k | 1.9k | 119.68 |
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| United Parcel Service CL B (UPS) | 0.0 | $230k | NEW | 2.3k | 99.19 |
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| Intel Corporation (INTC) | 0.0 | $230k | +3% | 6.2k | 36.90 |
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| American Electric Power Company (AEP) | 0.0 | $230k | +2% | 2.0k | 115.34 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $228k | 1.3k | 173.44 |
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| Cardinal Health (CAH) | 0.0 | $228k | NEW | 1.1k | 205.50 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $228k | 637.00 | 357.17 |
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| Hldgs (UAL) | 0.0 | $227k | NEW | 2.0k | 111.82 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $225k | 1.9k | 119.75 |
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| MasTec (MTZ) | 0.0 | $224k | 1.0k | 217.37 |
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| Ishares Tr Devsmcp Exna Etf (IEUS) | 0.0 | $223k | 3.2k | 68.54 |
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| 3M Company (MMM) | 0.0 | $221k | 1.4k | 160.15 |
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| Proshares Tr Ii Ulta Blmbg 2017 (UCO) | 0.0 | $220k | -46% | 11k | 19.32 |
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| Automatic Data Processing (ADP) | 0.0 | $219k | 851.00 | 257.23 |
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| Hubbell (HUBB) | 0.0 | $216k | 486.00 | 443.67 |
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| Eaton Corp SHS (ETN) | 0.0 | $213k | 670.00 | 318.51 |
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| FedEx Corporation (FDX) | 0.0 | $211k | NEW | 731.00 | 288.86 |
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| Corning Incorporated (GLW) | 0.0 | $210k | NEW | 2.4k | 87.56 |
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| Motorola Solutions Com New (MSI) | 0.0 | $210k | 547.00 | 383.32 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $207k | NEW | 3.0k | 69.40 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $207k | 1.6k | 131.03 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $207k | -10% | 2.3k | 90.38 |
|
| McKesson Corporation (MCK) | 0.0 | $207k | NEW | 252.00 | 820.29 |
|
| Xcel Energy (XEL) | 0.0 | $207k | +2% | 2.8k | 73.86 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $206k | NEW | 4.1k | 50.79 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $206k | 1.3k | 160.79 |
|
|
| Pfizer (PFE) | 0.0 | $205k | NEW | 8.2k | 24.90 |
|
| First Solar (FSLR) | 0.0 | $204k | NEW | 782.00 | 261.20 |
|
| Medpace Hldgs (MEDP) | 0.0 | $203k | NEW | 362.00 | 561.65 |
|
| AmerisourceBergen (COR) | 0.0 | $202k | NEW | 599.00 | 337.91 |
|
| Ford Motor Company (F) | 0.0 | $197k | +9% | 15k | 13.12 |
|
Past Filings by Quantum Financial Advisors
SEC 13F filings are viewable for Quantum Financial Advisors going back to 2022
- Quantum Financial Advisors 2025 Q4 filed Jan. 12, 2026
- Quantum Financial Advisors 2025 Q3 filed Oct. 8, 2025
- Quantum Financial Advisors 2025 Q2 filed July 11, 2025
- Quantum Financial Advisors 2025 Q1 filed April 9, 2025
- Quantum Financial Advisors 2024 Q4 filed Jan. 14, 2025
- Quantum Financial Advisors 2024 Q3 filed Oct. 4, 2024
- Quantum Financial Advisors 2024 Q2 filed July 15, 2024
- Quantum Financial Advisors 2024 Q1 filed April 26, 2024
- Quantum Financial Advisors 2023 Q4 filed Jan. 9, 2024
- Quantum Financial Advisors 2023 Q3 filed Nov. 29, 2023
- Quantum Financial Advisors 2023 Q2 filed Aug. 10, 2023
- Quantum Financial Advisors 2023 Q1 filed April 7, 2023
- Quantum Financial Advisors 2022 Q4 filed Jan. 18, 2023
- Quantum Financial Advisors 2022 Q3 filed Oct. 24, 2022
- Quantum Financial Advisors 2022 Q2 filed Aug. 15, 2022