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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | XYL | XYLEM INC | Industrials | 51.0 | $6K | 0.01% | +48.0 | +1600.0% | $119.51 | -9.4% |
| 162 | KLAC | KLA CORP | Technology | 4.0 | $6K | 0.01% | +3.0 | +300.0% | $1421.00 | +29.6% |
| 163 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 146.0 | $6K | 0.01% | +20.0 | +15.9% | $38.42 | +14.5% |
| 164 | ADSK | AUTODESK INC | Technology | 23.0 | $6K | 0.01% | +22.0 | +2200.0% | $239.39 | +0.3% |
| 165 | VLUE | ISHARES TR | — | 34.0 | $5K | 0.00% | +1.0 | +3.0% | $142.18 | +30.1% |
| 166 | FREL | FIDELITY COVINGTON TRUST | — | 177.0 | $5K | 0.00% | +103.0 | +139.2% | $26.91 | +9.1% |
| 167 | — | UNILEVER PLC | — | 80.0 | $5K | 0.00% | +5.0 | +6.7% | $56.98 | — |
| 168 | SEIX | VIRTUS ETF TR II | — | 186.0 | $4K | 0.00% | +178.0 | +2225.0% | $23.06 | +0.7% |
| 169 | ARM | ARM HOLDINGS PLC | Technology | 27.0 | $4K | 0.00% | +9.0 | +50.0% | $151.30 | +97.1% |
| 170 | ANET | ARISTA NETWORKS INC | Technology | 33.0 | $4K | 0.00% | +25.0 | +312.5% | $121.15 | +22.6% |
| 171 | DON | WISDOMTREE TR | — | 71.0 | $4K | 0.00% | +54.0 | +317.6% | $52.54 | +4.4% |
| 172 | RJF | RAYMOND JAMES FINL INC | Financial Services | 24.0 | $3K | 0.00% | +21.0 | +700.0% | $144.79 | +5.0% |
| 173 | INTU | INTUIT | Technology | 8.0 | $3K | 0.00% | +6.0 | +300.0% | $432.38 | -29.0% |
| 174 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 12.0 | $3K | 0.00% | +10.0 | +500.0% | $277.83 | +29.0% |
| 175 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 45.0 | $3K | 0.00% | +43.0 | +2150.0% | $72.47 | +19.1% |
| 176 | EOG | EOG RES INC | Energy | 21.0 | $3K | 0.00% | +19.0 | +950.0% | $144.57 | -3.2% |
| 177 | EMHC | SPDR SERIES TRUST | — | 117.0 | $3K | 0.00% | +5.0 | +4.5% | $24.80 | +0.6% |
| 178 | SRLN | SSGA ACTIVE ETF TR | — | 71.0 | $3K | 0.00% | +3.0 | +4.4% | $40.14 | +0.9% |
| 179 | COIN | COINBASE GLOBAL INC | Financial Services | 15.0 | $3K | 0.00% | +6.0 | +66.7% | $174.60 | +10.9% |
| 180 | SPHY | SPDR SERIES TRUST | — | 111.0 | $3K | 0.00% | +84.0 | +311.1% | $23.32 | +0.3% |
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%