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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 561 | DON | WISDOMTREE TR | — | 71.0 | $4K | 0.00% | +54.0 | +317.6% | $52.54 | +8.2% |
| 562 | GGG | GRACO INC | Industrials | 44.0 | $4K | 0.00% | NEW | — | $84.66 | -13.2% |
| 563 | DLR | DIGITAL RLTY TR INC | Real Estate | 20.0 | $4K | 0.00% | -2.0 | -9.1% | $180.20 | -2.3% |
| 564 | ACGL | ARCH CAP GROUP LTD | Financial Services | 37.0 | $4K | 0.00% | -3.0 | -7.5% | $96.00 | +2.6% |
| 565 | RJF | RAYMOND JAMES FINL INC | Financial Services | 24.0 | $3K | 0.00% | +21.0 | +700.0% | $144.79 | +17.6% |
| 566 | INTU | INTUIT | Technology | 8.0 | $3K | 0.00% | +6.0 | +300.0% | $432.38 | -35.3% |
| 567 | IEI | ISHARES TR | — | 29.0 | $3K | 0.00% | — | — | $118.59 | -1.4% |
| 568 | EMLP | FIRST TR EXCHANGE-TRADED FD | — | 77.0 | $3K | 0.00% | — | — | $43.66 | +0.5% |
| 569 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 12.0 | $3K | 0.00% | +10.0 | +500.0% | $277.83 | +33.7% |
| 570 | HOOD | ROBINHOOD MKTS INC | Financial Services | 48.0 | $3K | 0.00% | -277.0 | -85.2% | $69.29 | +66.7% |
| 571 | PAG | PENSKE AUTOMOTIVE GRP INC | Consumer Cyclical | 22.0 | $3K | 0.00% | NEW | — | $149.50 | +34.0% |
| 572 | FXZ | FIRST TR EXCHANGE-TRADED FD | — | 43.0 | $3K | 0.00% | — | — | $76.21 | +1.0% |
| 573 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 45.0 | $3K | 0.00% | +43.0 | +2150.0% | $72.47 | +34.6% |
| 574 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 20.0 | $3K | 0.00% | — | — | $162.50 | -9.3% |
| 575 | WLY | WILEY JOHN & SONS INC | Communication Services | 85.0 | $3K | 0.00% | — | — | $38.11 | +29.3% |
| 576 | FBT | FIRST TR EXCHANGE-TRADED FD | — | 16.0 | $3K | 0.00% | — | — | $200.81 | +23.3% |
| 577 | IGSB | ISHARES TR | — | 61.0 | $3K | 0.00% | -2.0 | -3.2% | $52.39 | -0.3% |
| 578 | PANW | PALO ALTO NETWORKS INC | Technology | 20.0 | $3K | 0.00% | — | — | $158.90 | +122.8% |
| 579 | HLN | HALEON PLC | Healthcare | 317.0 | $3K | 0.00% | — | — | $10.02 | -2.7% |
| 580 | DES | WISDOMTREE TR | — | 88.0 | $3K | 0.00% | NEW | — | $35.94 | +12.8% |
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
38.4%
Technology
20.0%
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%