Portfolio (Quarterly)
Guide ↗
Quest 10 Wealth Builders, Inc.
· CIK 0002035215| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | RJF | RAYMOND JAMES FINL INC | Financial Services | 24 | $3K | 0.00% | SOLD |
| 42 | HOOD | ROBINHOOD MKTS INC | Financial Services | 48 | $3K | 0.00% | SOLD |
| 43 | PAG | PENSKE AUTOMOTIVE GRP INC | Consumer Cyclical | 22 | $3K | 0.00% | SOLD |
| 44 | DES | WISDOMTREE TR | — | 88 | $3K | 0.00% | SOLD |
| 45 | EOG | EOG RES INC | Energy | 21 | $3K | 0.00% | SOLD |
| 46 | NVO | NOVO-NORDISK A S | Healthcare | 76 | $3K | 0.00% | SOLD |
| 47 | JANT | AIM ETF PRODUCTS TRUST | — | 68 | $3K | 0.00% | SOLD |
| 48 | CWB | SPDR SERIES TRUST | — | 25 | $2K | 0.00% | SOLD |
| 49 | PPTA | PERPETUA RESOURCES CORP | Basic Materials | 81 | $2K | 0.00% | SOLD |
| 50 | CINF | CINCINNATI FINL CORP | Financial Services | 14 | $2K | 0.00% | SOLD |
| 51 | SCHW | SCHWAB CHARLES CORP | Financial Services | 22 | $2K | 0.00% | SOLD |
| 52 | — | FORTINET INC | — | 25 | $2K | 0.00% | SOLD |
| 53 | USAR | USA RARE EARTH INC | Basic Materials | 135 | $2K | 0.00% | SOLD |
| 54 | MLI | MUELLER INDS INC | Industrials | 17 | $2K | 0.00% | SOLD |
| 55 | AIZ | ASSURANT INC | Financial Services | 7 | $2K | 0.00% | SOLD |
| 56 | TPH | TRI POINTE HOMES INC | Consumer Cyclical | 23 | $1K | 0.00% | SOLD |
| 57 | NFGC | NEW FOUND GOLD CORP | Basic Materials | 515 | $999.0 | 0.00% | SOLD |
| 58 | DD | DUPONT DE NEMOURS INC | Basic Materials | 19 | $870.0 | 0.00% | SOLD |
| 59 | RWO | SPDR INDEX SHS FDS | — | 12 | $549.0 | — | SOLD |
| 60 | BMO | BANK MONTREAL MEDIUM | Financial Services | 4 | $541.0 | — | 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%