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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
IBIGIshares Tr
Recent Activity
Increased 6.98%
0.6%
$3.903M
154,327 shares@ $25.29 avg price
VTIVanguard Index Fds
Recent Activity
Increased 21.64%
0.57%
$3.677M
12,688 shares@ $289.82 avg price
IBIHIshares Tr
Recent Activity
Increased 1.81%
0.54%
$3.529M
140,504 shares@ $25.12 avg price
DFSVDimensional Etf Trust
Recent Activity
Increased 37.18%
0.52%
$3.405M
110,630 shares@ $30.78 avg price
IBMOIshares Tr
Recent Activity
Increased 1.05%
0.52%
$3.363M
132,106 shares@ $25.46 avg price
IBMPIshares Tr
Recent Activity
Increased 3.74%
0.51%
$3.303M
131,372 shares@ $25.15 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 32.08%
0.51%
$3.296M
15,022 shares@ $219.39 avg price
IBIIIshares Tr
Recent Activity
Increased 1.57%
0.48%
$3.12M
125,645 shares@ $24.84 avg price
IBIJIshares Tr
Recent Activity
Increased 1.62%
0.47%
$3.074M
123,299 shares@ $24.94 avg price
IBDRIshares Tr
Recent Activity
Increased 4.78%
0.46%
$2.974M
123,544 shares@ $24.08 avg price