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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 $312,616,135
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 119,491 $29,923,001 9.57%
2.
Amazon Com Inc
 AMZN 128,151 $28,114,958 8.99%
3.
Meta Platforms Inc.
 META 45,262 $26,501,077 8.47%
4.
Microsoft Corp
 MSFT 46,392 $19,554,027 6.25%
5.
Nvidia Corp
 NVDA 113,756 $15,276,243 4.88%
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)