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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
SHWSherwin Williams Co
Recent Activity
Exited
0%
$214,241
561 shares@ $381.9 avg price
ADIAnalog Devices Inc
Recent Activity
Exited
0%
$210,963
917 shares@ $230.06 avg price
DHRDanaher Corporation
Recent Activity
Exited
0%
$207,808
747 shares@ $278.2 avg price
GEGe Aerospace
Recent Activity
Exited
0%
$207,627
1,101 shares@ $188.59 avg price
ACGLArch Cap Group Ltd
Recent Activity
Exited
0%
$204,629
1,829 shares@ $111.89 avg price
TGTTarget Corp
Recent Activity
Exited
0%
$202,704
1,301 shares@ $155.81 avg price
SLBSchlumberger Ltd
Recent Activity
Exited
0%
$202,702
4,832 shares@ $41.95 avg price
BLDTopbuild Corp
Recent Activity
Exited
0%
$202,591
498 shares@ $406.81 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Exited
0%
$202,575
4,058 shares@ $49.92 avg price
VPLVanguard Intl Equity Index F
Recent Activity
Exited
0%
$200,801
2,562 shares@ $78.38 avg price