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Home > Institutional Investor > Quantum Private Wealth, Llc > Profile

Instuitional Investor - Quantum Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Quantum Private Wealth, Llc
Portfolio Value $308,913,854
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Meta Platforms Inc.
 META 44,173 $32,603,300 10.55%
2.
Amazon Com Inc
 AMZN 126,293 $27,707,357 8.97%
3.
Apple Inc.
 AAPL 108,628 $22,287,242 7.21%
4.
Microsoft Corp
 MSFT 42,203 $20,991,957 6.8%
5.
Nvidia Corp
 NVDA 107,170 $16,931,802 5.48%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)