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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
ABTAbbott Labs
Recent Activity
Decreased -0.22%
0.06%
$345,795
3,057 shares@ $113.12 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -1.16%
0.06%
$334,056
1,354 shares@ $246.72 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -63.47%
0.05%
$320,258
2,214 shares@ $144.66 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -1.67%
0.05%
$302,899
820 shares@ $369.39 avg price
DISDisney Walt Co
Recent Activity
Decreased -5.13%
0.05%
$300,433
2,698 shares@ $111.36 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -5.19%
0.05%
$291,207
1,277 shares@ $228.04 avg price
KOCoca Cola Co
Recent Activity
Decreased -30.39%
0.05%
$285,089
4,579 shares@ $62.27 avg price
WSMWilliams Sonoma Inc
Recent Activity
Decreased -0.39%
0.05%
$278,156
1,502 shares@ $185.2 avg price
DECKDeckers Outdoor Corp
Recent Activity
Decreased -12.49%
0.05%
$264,626
1,303 shares@ $203.09 avg price
PEPPepsico Inc
Recent Activity
Decreased -55.22%
0.04%
$262,145
1,724 shares@ $152.06 avg price