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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
AVGOBroadcom Inc
Recent Activity
Decreased -8.54%
0.26%
$1.699M
7,327 shares@ $231.85 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.42%
0.23%
$1.508M
6,290 shares@ $239.71 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -3.65%
0.19%
$1.183M
10,998 shares@ $107.57 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -0.02%
0.15%
$960,910
27,780 shares@ $34.59 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -3.48%
0.14%
$855,330
1,108 shares@ $771.96 avg price
AMGNAmgen Inc
Recent Activity
Decreased -6.31%
0.13%
$846,270
3,247 shares@ $260.64 avg price
AXPAmerican Express Co
Recent Activity
Decreased -27.84%
0.11%
$699,691
2,358 shares@ $296.74 avg price
TSLATesla Inc
Recent Activity
Decreased -2.86%
0.11%
$672,094
1,664 shares@ $403.91 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.26%
0.1%
$638,111
3,591 shares@ $177.7 avg price
TAt&t Inc
Recent Activity
Decreased -0.43%
0.1%
$628,877
27,619 shares@ $22.77 avg price