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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 $390,569,118
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 98,462 $32,789,969 8.4%
2.
Meta Platforms Inc.
 META 43,930 $31,857,265 8.16%
3.
Amazon Com Inc
 AMZN 114,074 $28,421,563 7.28%
4.
Nvidia Corp
 NVDA 103,520 $23,641,906 6.05%
5.
Microsoft Corp
 MSFT 39,900 $20,464,931 5.24%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.