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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
IBDUIshares Tr
Recent Activity
Exited
0%
$1.948M
82,880 shares@ $23.51 avg price
IBMRIshares Tr
Recent Activity
Exited
0%
$1.704M
66,863 shares@ $25.5 avg price
IBDYIshares Tr
Recent Activity
Exited
0%
$1.562M
59,158 shares@ $26.41 avg price
DHID R Horton Inc
Recent Activity
Exited
0%
$256,225
1,343 shares@ $190.79 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$234,215
287 shares@ $816.09 avg price
PHMPulte Group Inc
Recent Activity
Exited
0%
$231,944
1,616 shares@ $143.53 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$226,070
589 shares@ $383.83 avg price
DVNDevon Energy Corp New
Recent Activity
Exited
0%
$221,889
5,672 shares@ $39.13 avg price
MROMarathon Oil Corp
Recent Activity
Exited
0%
$215,706
8,100 shares@ $26.64 avg price
AAgilent Technologies Inc
Recent Activity
Exited
0%
$214,480
1,445 shares@ $148.43 avg price