Portfolio (Quarterly)
Guide ↗
Quest 10 Wealth Builders, Inc.
· CIK 0002035215| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 401 | DE | DEERE & CO | Industrials | 23.0 | $11K | 0.01% | NEW | — | $468.83 | +25.9% |
| 402 | RTX | RTX CORPORATION | Industrials | 59.0 | $11K | 0.01% | NEW | — | $182.29 | +7.1% |
| 403 | CCL | CARNIVAL CORP | Consumer Cyclical | 349.0 | $11K | 0.01% | NEW | — | $30.57 | -13.4% |
| 404 | BOOT | BOOT BARN HLDGS INC | Consumer Cyclical | 60.0 | $11K | 0.01% | NEW | — | $176.47 | -11.7% |
| 405 | MGV | VANGUARD WORLD FD | — | 75.0 | $11K | 0.01% | NEW | — | $141.16 | +15.2% |
| 406 | CDE | COEUR MNG INC | Basic Materials | 590.0 | $11K | 0.01% | NEW | — | $17.83 | -14.6% |
| 407 | NGG | NATIONAL GRID PLC | Utilities | 135.0 | $10K | 0.01% | NEW | — | $77.47 | +6.2% |
| 408 | CSX | CSX CORP | Industrials | 288.0 | $10K | 0.01% | NEW | — | $36.25 | +38.7% |
| 409 | XHLF | BONDBLOXX ETF TRUST | — | 203.0 | $10K | 0.01% | NEW | — | $50.25 | -0.0% |
| 410 | SJNK | SPDR SERIES TRUST | — | 400.0 | $10K | 0.01% | NEW | — | $25.32 | -1.5% |
| 411 | FANG | DIAMONDBACK ENERGY INC | Energy | 67.0 | $10K | 0.01% | NEW | — | $150.31 | +27.6% |
| 412 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 33.0 | $10K | 0.01% | NEW | — | $303.88 | +34.2% |
| 413 | QSR | RESTAURANT BRANDS INTL INC | Consumer Cyclical | 145.0 | $10K | 0.01% | NEW | — | $68.23 | +11.3% |
| 414 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 116.0 | $10K | 0.01% | NEW | — | $85.25 | +4.3% |
| 415 | VRT | VERTIV HOLDINGS CO | Industrials | 61.0 | $10K | 0.01% | NEW | — | $162.02 | +81.3% |
| 416 | WDAY | WORKDAY INC | Technology | 46.0 | $10K | 0.01% | NEW | — | $213.33 | -32.9% |
| 417 | AXON | AXON ENTERPRISE INC | Industrials | 17.0 | $10K | 0.01% | NEW | — | $567.94 | -6.8% |
| 418 | SLB | SLB LIMITED | Energy | 250.0 | $10K | 0.01% | NEW | — | $38.38 | +24.2% |
| 419 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 134.0 | $10K | 0.01% | NEW | — | $71.45 | +28.2% |
| 420 | ARKF | ARK ETF TR | — | 200.0 | $10K | 0.01% | NEW | — | $47.67 | -11.9% |
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
42.2%
Technology
18.2%
Consumer Cyclical
7.7%
Healthcare
7.5%
Utilities
6.6%
Industrials
4.8%
Communication Services
4.5%
Consumer Defensive
4.3%
Energy
3.0%
Real Estate
0.9%