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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
FLEXFlex Ltd
Recent Activity
Decreased -10.58%
0.04%
$217,043
5,654 shares@ $38.39 avg price
NUSCNushares Etf Tr
Recent Activity
Decreased -24.25%
0.04%
$207,501
4,954 shares@ $41.89 avg price
MUMicron Technology Inc
Recent Activity
Decreased -0.28%
0.04%
$207,154
2,461 shares@ $84.18 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -9.86%
0.04%
$202,782
1,608 shares@ $126.11 avg price
HALHalliburton Co
Recent Activity
Decreased -2.22%
0.04%
$202,188
7,436 shares@ $27.2 avg price
FFord Mtr Co
Recent Activity
Decreased -22.97%
0.02%
$123,918
12,517 shares@ $9.9 avg price