test

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
PGProcter And Gamble Co
Recent Activity
Decreased -4.63%
0.1%
$607,004
3,621 shares@ $167.64 avg price
TRGPTarga Res Corp
Recent Activity
Decreased -9.62%
0.09%
$536,622
3,006 shares@ $178.52 avg price
DFIVDimensional Etf Trust
Recent Activity
Decreased -13%
0.09%
$530,302
14,947 shares@ $35.48 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -6.07%
0.08%
$482,639
12,069 shares@ $39.99 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.12%
0.08%
$464,938
3,210 shares@ $144.85 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -2.45%
0.07%
$426,375
2,776 shares@ $153.6 avg price
MSMorgan Stanley
Recent Activity
Decreased -2.7%
0.07%
$420,197
3,342 shares@ $125.74 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -1.61%
0.07%
$399,705
2,132 shares@ $187.48 avg price
PWRQuanta Svcs Inc
Recent Activity
Decreased -1.01%
0.06%
$371,230
1,175 shares@ $315.95 avg price
VSTVistra Corp
Recent Activity
Decreased -0.46%
0.06%
$352,120
2,554 shares@ $137.88 avg price