Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
QUANTUM PRIVATE WEALTH LLC 07-17-2024 06-30-2024 185 281,893,093
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 101 $594,777 7,861 0.00 0.00 0 0.00 06-30-2024
CHEVRON CORP NEW COM 102 $583,915 3,733 0.00 0.00 9 0.24 06-30-2024
PALANTIR TECHNOLOGIES INC CL A 103 $582,768 23,007 0.00 23,007 +Inf 06-30-2024
TORO CO COM 104 $581,913 6,223 0.00 0.00 0 0.00 06-30-2024
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