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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
DISVDimensional Etf Trust
Recent Activity
Increased 9.52%
2.1%
$13.729M
516,699 shares@ $26.57 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 0.47%
1.47%
$9.628M
99,743 shares@ $96.54 avg price
DFGPDimensional Etf Trust
Recent Activity
Increased 39.75%
1.38%
$8.99M
170,176 shares@ $52.83 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.3%
1.02%
$6.655M
15,790 shares@ $421.5 avg price
DFAEDimensional Etf Trust
Recent Activity
Increased 72.36%
0.99%
$6.463M
254,748 shares@ $25.38 avg price
NVDANvidia Corporation
Recent Activity
Increased 37.66%
0.9%
$5.862M
43,649 shares@ $134.3 avg price
IBICIshares Tr
Recent Activity
Increased 5.44%
0.77%
$5.022M
197,422 shares@ $25.45 avg price
IBIDIshares Tr
Recent Activity
Increased 10.13%
0.74%
$4.803M
188,275 shares@ $25.52 avg price
IBIEIshares Tr
Recent Activity
Increased 10.87%
0.7%
$4.558M
179,375 shares@ $25.41 avg price
IBIFIshares Tr
Recent Activity
Increased 7.6%
0.61%
$3.981M
156,925 shares@ $25.37 avg price