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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | VEA | VANGUARD TAX-MANAGED FDS | — | 4,257.0 | $266K | 0.24% | NEW | — | $62.47 | +13.2% |
| 82 | CVX | CHEVRON CORP NEW | Energy | 1,705.0 | $260K | 0.23% | NEW | — | $152.45 | +25.3% |
| 83 | SPXC | SPX TECHNOLOGIES INC | Industrials | 1,292.0 | $258K | 0.23% | NEW | — | $200.06 | +2.7% |
| 84 | IWP | ISHARES TR | — | 1,877.0 | $257K | 0.23% | NEW | — | $136.96 | +0.6% |
| 85 | JPM | JPMORGAN CHASE & CO. | Financial Services | 794.0 | $256K | 0.23% | NEW | — | $322.22 | -6.0% |
| 86 | FNB | F N B CORP | Financial Services | 14,766.0 | $252K | 0.23% | NEW | — | $17.10 | +2.2% |
| 87 | CLOI | VANECK ETF TRUST | — | 4,744.0 | $251K | 0.22% | NEW | — | $52.81 | +0.2% |
| 88 | EDIV | SPDR INDEX SHS FDS | — | 6,235.0 | $244K | 0.22% | NEW | — | $39.15 | +5.2% |
| 89 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,172.0 | $243K | 0.22% | NEW | — | $206.99 | +12.0% |
| 90 | ZTS | ZOETIS INC | Healthcare | 1,904.0 | $240K | 0.21% | NEW | — | $125.82 | -36.6% |
| 91 | JANZ | ELEVATION SERIES TRUST | — | 6,054.0 | $231K | 0.21% | NEW | — | $38.11 | +6.9% |
| 92 | VGT | VANGUARD WORLD FD | — | 300.0 | $226K | 0.20% | NEW | — | $753.78 | -84.8% |
| 93 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 2,910.0 | $222K | 0.20% | NEW | — | $76.23 | -11.4% |
| 94 | VGLT | VANGUARD SCOTTSDALE FDS | — | 3,953.0 | $221K | 0.20% | NEW | — | $55.80 | -3.4% |
| 95 | ANGL | VANECK ETF TRUST | — | 7,210.0 | $212K | 0.19% | NEW | — | $29.37 | -1.2% |
| 96 | NEAR | ISHARES U S ETF TR | — | 4,097.0 | $209K | 0.19% | NEW | — | $51.10 | -0.8% |
| 97 | JANW | AIM ETF PRODUCTS TRUST | — | 5,618.0 | $208K | 0.19% | NEW | — | $37.01 | +3.8% |
| 98 | ITOT | ISHARES TR | — | 1,377.0 | $205K | 0.18% | NEW | — | $148.69 | +9.1% |
| 99 | PJAN | INNOVATOR ETFS TRUST | — | 4,309.0 | $203K | 0.18% | NEW | — | $47.02 | +4.6% |
| 100 | TLT | ISHARES TR | — | 2,298.0 | $200K | 0.18% | NEW | — | $87.16 | -3.4% |
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%