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Quantum Private Wealth, LLC

SEC CIK
0001929662
Latest filing
Jul 29, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
170
+6 vs. Q1 2025
Portfolio value
$308.9M
+$44.5M (+16.8%) vs. Q1 2025
Filed
Aug 12, 2025
SEC
Holdings of Quantum Private Wealth, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
METAMeta Platforms, Inc.Stock44,173$32.6M10.6%+911+2.1%AddedHistory
AMZNAmazon Com IncStock126,293$27.7M9.0%−1,024−0.8%ReducedHistory
AAPLApple Inc.Stock108,628$22.3M7.2%−5,161−4.5%ReducedHistory
MSFTMicrosoft CorpStock42,203$21.0M6.8%−1,724−3.9%ReducedHistory
NVDANVIDIA CorpStock107,170$16.9M5.5%−6,536−5.7%ReducedHistory
AVGOBroadcom Inc.Stock43,384$12.0M3.9%+1,282+3.0%AddedHistory
NFLXNetflix IncStock8,166$10.9M3.5%−55−0.7%ReducedHistory
GOOGAlphabet Inc.Stock49,092$8.71M2.8%−3,534−6.7%ReducedHistory
AB Active ETFs Inc00039J509DISRUPTORS ETF79,012$7.09M2.3%+209+0.3%Added–
AMDAdvanced Micro Devices IncStock31,802$4.51M1.5%−167−0.5%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock8,833$4.50M1.5%+5+0.1%AddedHistory
HDHome Depot, Inc.Stock11,612$4.26M1.4%−10−0.1%ReducedHistory
SNOWSnowflake Inc.Stock18,562$4.15M1.3%+1,118+6.4%AddedHistory
NOWServiceNow, Inc.Stock3,556$3.66M1.2%+33+0.9%AddedHistory
TGTXTG Therapeutics, Inc.COM100,008$3.60M1.2%00.0%UnchangedHistory
QCOMQualcomm IncStock21,185$3.37M1.1%+42+0.2%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR14,468$3.28M1.1%+824+6.0%AddedHistory
PLTRPalantir Technologies Inc.Stock23,776$3.24M1.0%+319+1.4%AddedHistory
MAMastercard IncStock4,981$2.80M0.9%−26−0.5%ReducedHistory
MRVLMarvell Technology, Inc.COM34,950$2.71M0.9%+667+1.9%AddedHistory
EMEEMCOR Group, Inc.Stock4,860$2.60M0.8%−62−1.3%ReducedHistory
PANWPalo Alto Networks IncStock12,080$2.47M0.8%−51−0.4%ReducedHistory
ATOMAtomera IncCOM488,308$2.46M0.8%+32,211+7.1%AddedHistory
HUBSHubSpot IncCOM4,230$2.35M0.8%+20+0.5%AddedHistory
VKTXViking Therapeutics, Inc.COM86,716$2.30M0.7%+200+0.2%AddedHistory
POWLPowell Industries IncStock10,569$2.22M0.7%+1,548+17.2%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN116,515$2.11M0.7%+627+0.5%AddedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF7,709$2.08M0.7%−114−1.5%Reduced–
GOOGLAlphabet Inc.Stock11,510$2.03M0.7%−674−5.5%ReducedHistory
ARMArm Holdings PLCADR12,313$1.99M0.6%+874+7.6%AddedHistory
BRK.BBerkshire Hathaway IncStock4,064$1.97M0.6%00.0%UnchangedHistory
TSHATaysha Gene Therapies, Inc.COM SHS815,976$1.88M0.6%+24,500+3.1%AddedHistory
DELLDell Technologies Inc.Stock15,180$1.86M0.6%+5,178+51.8%AddedHistory
DDOGDatadog, Inc.CL A COM13,832$1.86M0.6%+10+0.1%AddedHistory
HONHoneywell International IncCOM7,311$1.70M0.6%+1,980+37.1%AddedHistory
RTXRTX CorpStock10,890$1.59M0.5%−799−6.8%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF2,852$1.57M0.5%−183−6.0%Reduced–
SFStifel Financial CorpCOM14,901$1.55M0.5%00.0%UnchangedHistory
EPDEnterprise Products Partners L.P.Stock48,282$1.50M0.5%+220+0.5%AddedHistory
PWRQuanta Services, Inc.COM3,850$1.46M0.5%+132+3.6%AddedHistory
NOCNorthrop Grumman CorpStock2,738$1.37M0.4%−25−0.9%ReducedHistory
CEGConstellation Energy CorpStock4,166$1.34M0.4%+1,899+83.8%AddedHistory
EWTXEdgewise Therapeutics, Inc.COM100,774$1.32M0.4%+10,050+11.1%AddedHistory
First Trust Cloud Computing ETF33734X192ETF10,737$1.31M0.4%−386−3.5%Reduced–
VVisa Inc.Stock3,574$1.27M0.4%00.0%UnchangedHistory
PRIPrimerica, Inc.Stock4,470$1.22M0.4%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock4,373$1.19M0.4%−192−4.2%ReducedHistory
ULTAUlta Beauty, Inc.Stock2,540$1.19M0.4%−100−3.8%ReducedHistory
AB Active ETFs Inc00039J707US LA CAP ST ETF16,558$1.18M0.4%00.0%Unchanged–
VRTVertiv Holdings CoCOM CL A9,058$1.16M0.4%+2,320+34.4%AddedHistory
NXPINXP Semiconductors N.V.COM4,982$1.09M0.4%−158−3.1%ReducedHistory
EXASExact Sciences CorpCOM19,986$1.06M0.3%−22,393−52.8%ReducedHistory
ORCLOracle CorpStock4,664$1.02M0.3%+532+12.9%AddedHistory
AMSCAmerican Superconductor CorpStock27,423$1.01M0.3%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF1,615$997.5K0.3%+25+1.6%AddedHistory
KRYSKrystal Biotech, Inc.COM7,205$990.4K0.3%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock3,411$988.9K0.3%00.0%UnchangedHistory
ROKRockwell Automation, IncStock2,787$925.8K0.3%−588−17.4%ReducedHistory
ADBEAdobe Inc.Stock2,360$912.9K0.3%+93+4.1%AddedHistory
AMGNAmgen IncStock3,268$912.6K0.3%−110−3.3%ReducedHistory
TDYTeledyne Technologies IncCOM1,730$886.3K0.3%00.0%UnchangedHistory
NEENextera Energy IncStock12,608$875.2K0.3%+70+0.6%AddedHistory
GOLFAcushnet Holdings Corp.COM11,683$850.8K0.3%00.0%UnchangedHistory
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH5,060$816.3K0.3%−1,823−26.5%Reduced–
CSXCSX CorpStock24,708$806.2K0.3%−39−0.2%ReducedHistory
First Tr Exchange Traded FD33738R845NASDQ OIL GAS28,985$788.7K0.3%−9,005−23.7%Reduced–
NRGNRG Energy, Inc.Stock4,867$781.5K0.3%00.0%UnchangedHistory
SSDSimpson Manufacturing Co., Inc.COM5,012$778.4K0.3%00.0%UnchangedHistory
AB Active ETFs Inc00039J103ULTRA SHORT INCM15,276$773.9K0.3%+2,002+15.1%Added–
iShares Tr464288752US HOME CONS ETF8,059$750.9K0.2%00.0%Unchanged–
MANHManhattan Associates IncStock3,795$749.4K0.2%00.0%UnchangedHistory
REALTheRealReal, Inc.COM154,439$739.8K0.2%−2,000−1.3%ReducedHistory
MCMoelis & CoCL A11,752$732.4K0.2%00.0%UnchangedHistory
FTNTFortinet, Inc.Stock6,805$719.4K0.2%00.0%UnchangedHistory
AXPAmerican Express CoStock2,190$698.6K0.2%00.0%UnchangedHistory
PGProcter & Gamble CoStock4,357$694.2K0.2%−300−6.4%ReducedHistory
GGGGraco IncCOM8,029$690.3K0.2%00.0%UnchangedHistory
Vanguard Information Technology ETF92204A702ETF1,030$683.2K0.2%00.0%Unchanged–
AB Active ETFs Inc00039J806CONSERVATIVE17,200$678.9K0.2%00.0%Unchanged–
TXNTexas Instruments IncStock3,261$677.0K0.2%00.0%UnchangedHistory
RBCRBC Bearings INCCOM1,750$673.4K0.2%−59−3.3%ReducedHistory
AB Active ETFs Inc00039J830SHOR DU YIEL ETF18,366$660.3K0.2%00.0%Unchanged–
ABTAbbott LaboratoriesStock4,738$644.4K0.2%−689−12.7%ReducedHistory
First Tr Exchange Traded FD33738R118NASD TECH DIV7,132$643.1K0.2%00.0%Unchanged–
KLACKLA CorpCOM NEW688$615.8K0.2%00.0%UnchangedHistory
FCXFreeport-McMoran IncStock14,093$610.9K0.2%−1,829−11.5%ReducedHistory
First Tr Exch Traded FD III33739E108PFD SECS INC ETF33,670$599.3K0.2%−5,999−15.1%Reduced–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,352$595.8K0.2%00.0%UnchangedHistory
NGGNational Grid PLCSPONSORED ADR NE7,841$583.4K0.2%−300−3.7%ReducedHistory
TTCToro CoCOM8,218$580.8K0.2%+376+4.8%AddedHistory
State Street SPDR S&P Software & Services ETF78464A599ETF3,053$579.5K0.2%00.0%Unchanged–
GWREGuidewire Software, Inc.COM2,406$566.5K0.2%00.0%UnchangedHistory
ALTGAlta Equipment Group Inc.COMMON STOCK89,240$564.0K0.2%00.0%UnchangedHistory
WTSWatts Water Technologies IncCL A2,269$557.9K0.2%00.0%UnchangedHistory
FDSFactset Research Systems IncStock1,202$537.6K0.2%00.0%UnchangedHistory
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF7,021$530.6K0.2%−100−1.4%Reduced–
CVXChevron CorpStock3,696$529.2K0.2%+97+2.7%AddedHistory
FHBFirst Hawaiian, Inc.COM20,953$523.0K0.2%+823+4.1%AddedHistory
CRVLCorvel CorpCOM5,085$522.6K0.2%00.0%UnchangedHistory
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE3,748$521.0K0.2%+3,748New–

Sold out since Q1 2025 (5)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Quantum Private Wealth, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
LLYEli Lilly & CoStock696$575.2K0.2%History
DHRDanaher CorpStock1,231$252.4K0.1%History
BMYBristol Myers Squibb CoStock4,124$251.5K0.1%History
BABAAlibaba Group Holding LtdADR1,547$204.6K0.1%History
EVTLVertical Aerospace Ltd.SHS NEW11,500$38.6K<0.1%History