Portfolio (Quarterly)
Guide ↗
Quantum Financial Advisors, LLC
· CIK 0001929139| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AVXC | AMERICAN CENTY ETF TR | — | 16,503 | $1.1M | 0.12% | SOLD |
| 2 | ACN | ACCENTURE PLC IRELAND | Technology | 2,034 | $403K | 0.04% | SOLD |
| 3 | HON | HONEYWELL INTL INC | Industrials | 1,194 | $270K | 0.03% | SOLD |
| 4 | MSI | MOTOROLA SOLUTIONS INC | Technology | 571 | $248K | 0.03% | SOLD |
| 5 | SGOV | ISHARES TR | — | 2,409 | $242K | 0.03% | SOLD |
| 6 | HWM | HOWMET AEROSPACE INC | Industrials | 1,003 | $231K | 0.03% | SOLD |
| 7 | BP | BP PLC | Energy | 4,792 | $225K | 0.03% | SOLD |
| 8 | HAL | HALLIBURTON CO | Energy | 5,642 | $220K | 0.03% | SOLD |
| 9 | EQT | EQT CORP | Energy | 3,367 | $214K | 0.02% | SOLD |
| 10 | SLB | SLB LIMITED | Energy | 3,982 | $205K | 0.02% | SOLD |
Sector Allocation
Technology
44.1%
Financial Services
18.3%
Industrials
8.6%
Communication Services
7.6%
Consumer Cyclical
6.7%
Healthcare
6.1%
Consumer Defensive
3.4%
Energy
3.3%
Utilities
1.1%
Basic Materials
0.9%