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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
ADBEAdobe Inc
Recent Activity
Decreased -0.34%
0.04%
$259,248
583 shares@ $444.68 avg price
STLDSteel Dynamics Inc
Recent Activity
Decreased -0.39%
0.04%
$258,597
2,267 shares@ $114.08 avg price
CRMSalesforce Inc
Recent Activity
Decreased -9.03%
0.04%
$255,762
765 shares@ $334.33 avg price
CARRCarrier Global Corporation
Recent Activity
Decreased -3.58%
0.04%
$243,806
3,572 shares@ $68.26 avg price
MUSAMurphy Usa Inc
Recent Activity
Decreased -0.2%
0.04%
$243,341
485 shares@ $501.74 avg price
KRKroger Co
Recent Activity
Decreased -0.02%
0.04%
$240,739
3,937 shares@ $61.15 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -76.86%
0.04%
$240,407
2,735 shares@ $87.91 avg price
SYYSysco Corp
Recent Activity
Decreased -5.58%
0.04%
$238,021
3,113 shares@ $76.47 avg price
ONOn Semiconductor Corp
Recent Activity
Decreased -0.21%
0.04%
$230,574
3,657 shares@ $63.06 avg price
DTEDte Energy Co
Recent Activity
Decreased -7.43%
0.04%
$217,833
1,804 shares@ $120.75 avg price