Portfolio (Quarterly)
Guide ↗
Quest 10 Wealth Builders, Inc.
· CIK 0002035215| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | AIM ETF PRODUCTS TRUST | — | 60,771 | $1.6M | 1.42% | SOLD |
| 2 | SIXO | AIM ETF PRODUCTS TRUST | — | 45,311 | $1.5M | 1.34% | SOLD |
| 3 | SEPT | AIM ETF PRODUCTS TRUST | — | 25,181 | $865K | 0.76% | SOLD |
| 4 | — | AIM ETF PRODUCTS TRUST | — | 19,826 | $566K | 0.50% | SOLD |
| 5 | GSEP | FIRST TR EXCHNG TRADED FD VI | — | 13,413 | $511K | 0.45% | SOLD |
| 6 | OCTW | AIM ETF PRODUCTS TRUST | — | 10,612 | $408K | 0.36% | SOLD |
| 7 | SEPW | AIM ETF PRODUCTS TRUST | — | 11,288 | $357K | 0.31% | SOLD |
| 8 | SIXZ | AIM ETF PRODUCTS TRUST | — | 10,924 | $317K | 0.28% | SOLD |
| 9 | XOM | EXXON MOBIL CORP | Energy | 1,738 | $295K | 0.26% | SOLD |
| 10 | JANZ | ELEVATION SERIES TRUST | — | 6,157 | $226K | 0.20% | SOLD |
| 11 | AUGZ | ELEVATION SERIES TRUST | — | 5,204 | $212K | 0.18% | SOLD |
| 12 | OCTZ | ELEVATION SERIES TRUST | — | 4,990 | $205K | 0.18% | SOLD |
| 13 | JULW | AIM ETF PRODUCTS TRUST | — | 3,711 | $144K | 0.13% | SOLD |
| 14 | DECZ | ELEVATION SERIES TRUST | — | 3,396 | $132K | 0.12% | SOLD |
| 15 | — | AIM ETF PRODUCTS TRUST | — | 3,322 | $93K | 0.08% | SOLD |
| 16 | — | AIM ETF PRODUCTS TRUST | — | 2,873 | $81K | 0.07% | SOLD |
| 17 | — | AIM ETF PRODUCTS TRUST | — | 2,906 | $80K | 0.07% | SOLD |
| 18 | HON | HONEYWELL INTL INC | Industrials | 192 | $43K | 0.04% | SOLD |
| 19 | MAIN | MAIN STR CAP CORP | Financial Services | 600 | $32K | 0.03% | SOLD |
| 20 | SPLV | INVESCO EXCH TRADED FD TR II | — | 335 | $25K | 0.02% | SOLD |
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%