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Sean Murray

@Quantum Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$656.055MTotal holdings189
Assets growth rate2.69%Assets growth rate (2-Q avg)7.44%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Quantum Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 189 positions.

Assets under management

The assets under management (AUM) of Quantum Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 656.055M in assets, with a quarterly growth rate of 2.69% and a 2-quarter average growth rate of 7.44%. The portfolio is managed by Sean Murray, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
OEFIshares Tr
Recent Activity
New Position
0.8%
$5.245M
217,539 shares@ $24.12 avg price
QQQInvesco Qqq Tr
Recent Activity
New Position
0.21%
$1.333M
2,608 shares@ $511.24 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
0.11%
$696,180
25,482 shares@ $27.33 avg price
VSGXVanguard World Fd
Recent Activity
New Position
0.07%
$434,435
7,662 shares@ $56.7 avg price
XLPSelect Sector Spdr Tr
Recent Activity
New Position
0.06%
$378,707
4,818 shares@ $78.61 avg price
ESGVVanguard World Fd
Recent Activity
New Position
0.06%
$351,067
3,347 shares@ $104.9 avg price
APPApplovin Corp
Recent Activity
New Position
0.05%
$307,315
949 shares@ $323.84 avg price
BMYBristol-myers Squibb Co
Recent Activity
New Position
0.05%
$293,128
5,183 shares@ $56.56 avg price
IBIKIshares Tr
Recent Activity
New Position
0.05%
$270,277
10,973 shares@ $24.64 avg price
RCLRoyal Caribbean Group
Recent Activity
New Position
0.04%
$245,454
1,064 shares@ $230.69 avg price