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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | SLV | ISHARES SILVER TR | Financial Services | 430.0 | $29K | 0.03% | — | — | $68.14 | -12.2% |
| 282 | WEC | WEC ENERGY GROUP INC | Utilities | 252.0 | $29K | 0.03% | +22.0 | +9.6% | $115.77 | -8.5% |
| 283 | XLF | SELECT SECTOR SPDR TR | — | 588.0 | $29K | 0.03% | — | — | $49.37 | +17.7% |
| 284 | BINC | BLACKROCK ETF TRUST II | — | 550.0 | $29K | 0.03% | -122.0 | -18.1% | $51.93 | -0.5% |
| 285 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 486.0 | $28K | 0.03% | — | — | $58.47 | -5.3% |
| 286 | GIS | GENERAL MILLS INC | Consumer Defensive | 762.0 | $28K | 0.03% | +25.0 | +3.4% | $37.22 | +2.9% |
| 287 | RTX | RTX CORPORATION | Industrials | 147.0 | $28K | 0.03% | +88.0 | +149.2% | $192.43 | +4.3% |
| 288 | TJX | TJX COS INC NEW | Consumer Cyclical | 176.0 | $28K | 0.03% | — | — | $159.97 | -17.4% |
| 289 | UUP | INVESCO DB US DLR INDEX TR | Financial Services | 1,007.0 | $28K | 0.03% | — | — | $27.78 | +1.1% |
| 290 | BBY | BEST BUY INC | Consumer Cyclical | 434.0 | $28K | 0.02% | -7.0 | -1.6% | $64.20 | +40.6% |
| 291 | LTPZ | PIMCO ETF TR | — | 544.0 | $28K | 0.02% | -23.0 | -4.1% | $51.03 | -5.7% |
| 292 | LAZ | LAZARD INC | Financial Services | 645.0 | $27K | 0.02% | -6.0 | -0.9% | $42.48 | +5.9% |
| 293 | PEG | PUBLIC SVC ENTERPRISE GROUP | Utilities | 338.0 | $27K | 0.02% | -9.0 | -2.6% | $80.95 | -9.0% |
| 294 | UTG | REAVES UTIL INCOME FD | Financial Services | 687.0 | $27K | 0.02% | — | — | $39.31 | -2.6% |
| 295 | PNW | PINNACLE WEST CAP CORP | Utilities | 268.0 | $27K | 0.02% | -4.0 | -1.5% | $100.75 | -3.2% |
| 296 | IWB | ISHARES TR | — | 75.0 | $27K | 0.02% | — | — | $356.56 | +18.2% |
| 297 | ORI | OLD REP INTL CORP | Financial Services | 667.0 | $27K | 0.02% | -6.0 | -0.9% | $39.90 | +3.8% |
| 298 | SPGI | S&P GLOBAL INC | Financial Services | 63.0 | $27K | 0.02% | +33.0 | +110.0% | $422.30 | +5.0% |
| 299 | LGOV | FIRST TR EXCHANGE-TRADED FD | — | 1,230.0 | $27K | 0.02% | -72.0 | -5.5% | $21.57 | -3.7% |
| 300 | XTEN | BONDBLOXX ETF TRUST | — | 578.0 | $27K | 0.02% | -33.0 | -5.4% | $45.86 | -3.8% |
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
38.5%
Technology
20.0%
Healthcare
8.0%
Consumer Cyclical
7.4%
Utilities
6.8%
Industrials
4.9%
Consumer Defensive
4.6%
Communication Services
4.5%
Energy
4.0%
Real Estate
0.8%