Sean Murray

@Quantum Financial Advisors, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$656.055M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DFSDiscover Finl Svcs Recent Activity New Position	0.04%	$218,452 1,261 shares@ $173.24 avg price	New Position
APOApollo Global Mgmt Inc Recent Activity New Position	0.04%	$216,360 1,310 shares@ $165.17 avg price	New Position
OKEOneok Inc New Recent Activity New Position	0.04%	$215,308 2,145 shares@ $100.38 avg price	New Position
UALUnited Airls Hldgs Inc Recent Activity New Position	0.04%	$215,077 2,215 shares@ $97.11 avg price	New Position
LNGCheniere Energy Inc Recent Activity New Position	0.04%	$214,011 996 shares@ $214.88 avg price	New Position
CMICummins Inc Recent Activity New Position	0.04%	$211,991 608 shares@ $348.67 avg price	New Position
LPLALpl Finl Hldgs Inc Recent Activity New Position	0.04%	$207,660 636 shares@ $326.51 avg price	New Position
FDXFedex Corp Recent Activity New Position	0.04%	$203,964 725 shares@ $281.33 avg price	New Position
WMBWilliams Cos Inc Recent Activity New Position	0.04%	$202,734 3,746 shares@ $54.13 avg price	New Position
USBUs Bancorp Del Recent Activity New Position	0.04%	$200,599 4,194 shares@ $47.83 avg price	New Position