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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 $238,882,736
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 124,000 $23,873,698 9.99%
2.
Amazon Com Inc
 AMZN 129,767 $19,716,736 8.25%
3.
Microsoft Corp
 MSFT 43,594 $16,393,109 6.86%
4.
Meta Platforms Inc.
 META 44,819 $15,864,258 6.64%
5.
Alphabet Inc.
 GOOG 53,327 $7,515,375 3.14%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)