Portfolio (Quarterly)
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Quest 10 Wealth Builders, Inc.
· CIK 0002035215| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 74.0 | $4K | 0.00% | +8.0 | +12.1% | $52.65 | +19.8% |
| 162 | ATR | APTARGROUP INC | Healthcare | 27.0 | $3K | 0.00% | +2.0 | +8.0% | $125.19 | +6.1% |
| 163 | RWR | SPDR SERIES TRUST | — | 28.0 | $3K | 0.00% | +15.0 | +115.4% | $112.96 | +0.4% |
| 164 | WMB | WILLIAMS COS INC | Energy | 42.0 | $3K | 0.00% | +26.0 | +162.5% | $74.31 | -0.2% |
| 165 | PSTG | EVERPURE INC | — | 36.0 | $3K | 0.00% | +7.0 | +24.1% | $78.78 | — |
| 166 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 10.0 | $3K | 0.00% | +5.0 | +100.0% | $264.70 | +11.0% |
| 167 | INTU | INTUIT | Technology | 9.0 | $2K | 0.00% | +1.0 | +12.5% | $261.00 | +33.3% |
| 168 | FPE | FIRST TR EXCH TRADED FD III | — | 111.0 | $2K | 0.00% | +62.0 | +126.5% | $17.88 | -1.0% |
| 169 | VRSK | VERISK ANALYTICS INC | Industrials | 11.0 | $2K | 0.00% | +2.0 | +22.2% | $179.55 | +6.4% |
| 170 | FTSL | FIRST TR EXCHANGE-TRADED FD | — | 34.0 | $2K | 0.00% | +25.0 | +277.8% | $44.50 | +0.8% |
| 171 | NOBL | PROSHARES TR | — | 26.0 | $1K | 0.00% | +13.0 | +100.0% | $56.15 | +3.9% |
| 172 | SNY | SANOFI SA | Healthcare | 33.0 | $1K | 0.00% | +2.0 | +6.5% | $42.67 | +5.1% |
| 173 | COLM | COLUMBIA SPORTSWEAR CO | Consumer Cyclical | 21.0 | $1K | 0.00% | +5.0 | +31.2% | $61.81 | -8.0% |
| 174 | TXT | TEXTRON INC | Industrials | 8.0 | $734.0 | 0.00% | +7.0 | +700.0% | $91.75 | -10.2% |
| 175 | EBND | SPDR SERIES TRUST | — | 26.0 | $544.0 | — | +2.0 | +8.3% | $20.92 | +1.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
35.6%
Technology
24.9%
Healthcare
7.8%
Consumer Cyclical
7.7%
Utilities
6.2%
Communication Services
5.2%
Industrials
5.0%
Consumer Defensive
4.3%
Energy
2.1%
Real Estate
0.8%