Quantum Financial Advisors, LLC Q2 2025 Filing

Filed July 11, 2025

Portfolio Value

$738.9B

Holdings

181

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (181 positions)

#StockSharesValue% PortfolioType
101
CVXCHEVRON CORP NEW
2,936$420.4M0.06%
102
WFCWELLS FARGO CO NEW
4,994$400.1M0.05%
103
BACBANK AMERICA CORP
8,384$396.7M0.05%
104
LINLINDE PLC
845$396.4M0.05%
105
TSLATESLA INC
1,244$395.3M0.05%
106
KLACKLA CORP
433$388.0M0.05%
107
TMUST-MOBILE US INC
1,625$387.3M0.05%
108
BKNGBOOKING HOLDINGS INC
66$382.1M0.05%
109
GEGE AEROSPACE
1,484$382.0M0.05%
110
COPCONOCOPHILLIPS
4,218$378.5M0.05%
111
PWRQUANTA SVCS INC
995$376.0M0.05%
112
VHTVANGUARD WORLD FD
1,505$373.8M0.05%
113
GSGOLDMAN SACHS GROUP INC
526$372.1M0.05%
114
GILDGILEAD SCIENCES INC
3,349$371.3M0.05%
115
JBLJABIL INC
1,700$370.8M0.05%
116
ESGVVANGUARD WORLD FD
3,357$368.1M0.05%
117
PHPARKER-HANNIFIN CORP
526$367.6M0.05%
118
RCLROYAL CARIBBEAN GROUP
1,143$357.9M0.05%
119
HOODROBINHOOD MKTS INC
3,771$353.1M0.05%
120
HWMHOWMET AEROSPACE INC
1,815$337.8M0.05%
121
SCHWSCHWAB CHARLES CORP
3,687$336.4M0.05%
122
APPAPPLOVIN CORP
951$332.9M0.05%
123
QCOMQUALCOMM INC
2,065$328.8M0.04%
124
URIUNITED RENTALS INC
434$327.0M0.04%
125
DEDEERE & CO
639$324.7M0.04%
126
KOCOCA COLA CO
4,589$324.7M0.04%
127
RTXRTX CORPORATION
2,163$315.8M0.04%
128
AMDADVANCED MICRO DEVICES INC
2,210$313.6M0.04%
129
AMATAPPLIED MATLS INC
1,688$309.0M0.04%
130
VISVANGUARD WORLD FD
1,095$306.7M0.04%
131
MRKMERCK & CO INC
3,861$305.6M0.04%
132
MUMICRON TECHNOLOGY INC
2,461$303.4M0.04%
133
CMCSACOMCAST CORP NEW
8,203$292.8M0.04%
134
UNPUNION PAC CORP
1,260$289.9M0.04%
135
KRKROGER CO
3,937$282.4M0.04%
136
DISDISNEY WALT CO
2,268$281.3M0.04%
137
LRCXLAM RESEARCH CORP
2,863$278.7M0.04%
138
TTTRANE TECHNOLOGIES PLC
637$278.7M0.04%
139
INTUINTUIT
352$276.9M0.04%
140
LMTLOCKHEED MARTIN CORP
597$276.5M0.04%
141
PFFISHARES TR
8,997$276.0M0.04%
142
TXNTEXAS INSTRS INC
1,322$274.4M0.04%
143
FLEXFLEX LTD
5,496$274.3M0.04%
144
WMWASTE MGMT INC DEL
1,190$272.2M0.04%
145
TRVTRAVELERS COMPANIES INC
1,001$267.8M0.04%
146
DFIVDIMENSIONAL ETF TRUST
6,221$266.4M0.04%
147
ADPAUTOMATIC DATA PROCESSING IN
859$264.9M0.04%
148
STLDSTEEL DYNAMICS INC
2,065$264.3M0.04%
149
TJXTJX COS INC NEW
2,109$260.4M0.04%
150
DTEDTE ENERGY CO
1,958$259.4M0.04%
151
FCNCAFIRST CTZNS BANCSHARES INC N
129$252.4M0.03%
152
FIXCOMFORT SYS USA INC
466$249.8M0.03%
153
WMBWILLIAMS COS INC
3,933$247.0M0.03%
154
WSMWILLIAMS SONOMA INC
1,502$245.4M0.03%
155
MCDMCDONALDS CORP
839$245.1M0.03%
156
LNGCHENIERE ENERGY INC
1,005$244.7M0.03%
157
4I1PHILIP MORRIS INTL INC
1,330$242.2M0.03%
158
GMGENERAL MTRS CO
4,865$239.4M0.03%
159
LPLALPL FINL HLDGS INC
636$238.5M0.03%
160
ETNEATON CORP PLC
668$238.5M0.03%
161
NRANRG ENERGY INC
1,470$236.0M0.03%
162
DKSDICKS SPORTING GOODS INC
1,188$235.1M0.03%
163
HONHONEYWELL INTL INC
997$232.1M0.03%
164
APHAMPHENOL CORP NEW
2,343$231.4M0.03%
165
ADBEADOBE INC
592$229.0M0.03%
166
MSIMOTOROLA SOLUTIONS INC
540$227.0M0.03%
167
PGRPROGRESSIVE CORP
832$222.0M0.03%
168
ADIANALOG DEVICES INC
917$218.2M0.03%
169
IEUSISHARES TR
3,248$218.0M0.03%
170
ELVELEVANCE HEALTH INC
551$214.2M0.03%
171
CITCINTAS CORP
953$212.5M0.03%
172
VPLVANGUARD INTL EQUITY INDEX F
2,562$210.5M0.03%
173
MMM3M CO
1,374$209.2M0.03%
174
CSXCSX CORP
6,407$209.1M0.03%
175
CRMSALESFORCE INC
766$208.9M0.03%
176
RSGREPUBLIC SVCS INC
843$207.9M0.03%
177
TPRTAPESTRY INC
2,319$203.6M0.03%
178
AEPAMERICAN ELEC PWR CO INC
1,950$202.4M0.03%
179
PAYXPAYCHEX INC
1,377$200.3M0.03%
180
FFORD MTR CO
13,709$148.7M0.02%
181
AMCRAMCOR PLC
14,625$134.4M0.02%
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