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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 501 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 102.0 | $6K | 0.01% | +18.0 | +21.4% | $60.65 | -2.0% |
| 502 | SKYY | FIRST TR EXCHANGE-TRADED FD | — | 56.0 | $6K | 0.01% | — | — | $109.36 | +21.6% |
| 503 | XYL | XYLEM INC | Industrials | 51.0 | $6K | 0.01% | +48.0 | +1600.0% | $119.51 | -7.7% |
| 504 | RSP | INVESCO EXCHANGE TRADED FD T | — | 32.0 | $6K | 0.01% | — | — | $189.53 | +9.0% |
| 505 | GBDC | GOLUB CAP BDC INC | Financial Services | 473.0 | $6K | 0.01% | — | — | $12.66 | +1.9% |
| 506 | SUB | ISHARES TR | — | 56.0 | $6K | 0.01% | — | — | $106.50 | -0.3% |
| 507 | WDC | WESTERN DIGITAL CORP | Technology | 22.0 | $6K | 0.01% | — | — | $270.50 | +79.0% |
| 508 | MRVL | MARVELL TECHNOLOGY INC | Technology | 58.0 | $6K | 0.01% | — | — | $99.05 | +98.2% |
| 509 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 21.0 | $6K | 0.01% | — | — | $270.86 | +12.7% |
| 510 | KLAC | KLA CORP | Technology | 4.0 | $6K | 0.01% | +3.0 | +300.0% | $1421.00 | +32.9% |
| 511 | HYLS | FIRST TR EXCHANGE-TRADED FD | — | 140.0 | $6K | 0.01% | -2.0 | -1.4% | $40.57 | +0.4% |
| 512 | BAB | INVESCO EXCH TRADED FD TR II | — | 210.0 | $6K | 0.01% | — | — | $26.96 | -1.5% |
| 513 | HASI | HA SUSTAINABLE INFRA CAP INC | Financial Services | 154.0 | $6K | 0.01% | — | — | $36.75 | +10.5% |
| 514 | TER | TERADYNE INC | Technology | 19.0 | $6K | 0.01% | NEW | — | $296.47 | +20.9% |
| 515 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 146.0 | $6K | 0.01% | +20.0 | +15.9% | $38.42 | +11.8% |
| 516 | ADSK | AUTODESK INC | Technology | 23.0 | $6K | 0.01% | +22.0 | +2200.0% | $239.39 | +0.7% |
| 517 | — | FIDELITY COVINGTON TRUST | — | 78.0 | $5K | 0.01% | NEW | — | $70.36 | — |
| 518 | MDT | MEDTRONIC PLC | Healthcare | 62.0 | $5K | 0.01% | -2.0 | -3.1% | $86.65 | -9.3% |
| 519 | LQD | ISHARES TR | — | 49.0 | $5K | 0.01% | — | — | $109.00 | -0.6% |
| 520 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 66.0 | $5K | 0.01% | — | — | $80.56 | -13.5% |
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
38.4%
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%