Portfolio (Quarterly)
Guide ↗
Quest 10 Wealth Builders, Inc.
· CIK 0002035215| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR | — | 197 | $26K | 0.02% | SOLD |
| 2 | SCHG | SCHWAB STRATEGIC TR | — | 591 | $19K | 0.02% | SOLD |
| 3 | PDP | INVESCO EXCHANGE TRADED FD T | — | 164 | $19K | 0.02% | SOLD |
| 4 | EMB | ISHARES TR | — | 185 | $18K | 0.02% | SOLD |
| 5 | APP | APPLOVIN CORP | Technology | 20 | $14K | 0.01% | SOLD |
| 6 | STE | STERIS PLC | Healthcare | 49 | $12K | 0.01% | SOLD |
| 7 | RNR | RENAISSANCERE HLDGS LTD | Financial Services | 44 | $12K | 0.01% | SOLD |
| 8 | TLH | ISHARES TR | — | 119 | $12K | 0.01% | SOLD |
| 9 | — | ASTRAZENECA PLC | — | 123 | $11K | 0.01% | SOLD |
| 10 | CDE | COEUR MNG INC | Basic Materials | 590 | $11K | 0.01% | SOLD |
| 11 | XHLF | BONDBLOXX ETF TRUST | — | 203 | $10K | 0.01% | SOLD |
| 12 | KR | KROGER CO | Consumer Defensive | 137 | $9K | 0.01% | SOLD |
| 13 | — | BLACKROCK ETF TRUST II | — | 167 | $8K | 0.01% | SOLD |
| 14 | AMP | AMERIPRISE FINL INC | Financial Services | 14 | $7K | 0.01% | SOLD |
| 15 | — | COMERICA INC | — | 79 | $7K | 0.01% | SOLD |
| 16 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 224 | $6K | 0.01% | SOLD |
| 17 | RPRX | ROYALTY PHARMA PLC | Healthcare | 141 | $5K | 0.01% | SOLD |
| 18 | CRDT | SIMPLIFY EXCHANGE TRADED FUN | — | 113 | $3K | 0.00% | SOLD |
| 19 | ERIE | ERIE INDTY CO | Financial Services | 9 | $3K | 0.00% | SOLD |
| 20 | AFG | AMERICAN FINL GROUP INC OHIO | Financial Services | 13 | $2K | 0.00% | SOLD |
Sector Allocation
Financial Services
38.4%
Technology
19.9%
Healthcare
7.9%
Consumer Cyclical
7.3%
Utilities
6.8%
Communication Services
4.9%
Industrials
4.9%
Consumer Defensive
4.6%
Energy
4.0%
Real Estate
0.8%