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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 401 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 80.0 | $13K | 0.01% | -4.0 | -4.8% | $166.68 | +11.4% |
| 402 | CATH | GLOBAL X FDS | — | 150.0 | $13K | 0.01% | NEW | — | $88.50 | +3.8% |
| 403 | CCI | CROWN CASTLE INC | Real Estate | 175.0 | $13K | 0.01% | — | — | $75.85 | -0.0% |
| 404 | AFL | AFLAC INC | Financial Services | 111.0 | $13K | 0.01% | — | — | $117.25 | -0.0% |
| 405 | EMR | EMERSON ELEC CO | Industrials | 90.0 | $13K | 0.01% | -3.0 | -3.2% | $143.16 | +6.8% |
| 406 | AVLC | AMERICAN CENTY ETF TR | — | 142.0 | $13K | 0.01% | NEW | — | $89.96 | +2.3% |
| 407 | ITA | ISHARES TR | — | 52.0 | $13K | 0.01% | -1.0 | -1.9% | $242.42 | -6.9% |
| 408 | UNP | UNION PAC CORP | Industrials | 46.0 | $13K | 0.01% | — | — | $272.35 | +6.3% |
| 409 | KBH | KB HOME | Consumer Cyclical | 200.0 | $13K | 0.01% | — | — | $62.59 | -16.5% |
| 410 | GSK | GSK PLC | Healthcare | 239.0 | $13K | 0.01% | — | — | $52.33 | -4.7% |
| 411 | URI | UNITED RENTALS INC | Industrials | 11.0 | $12K | 0.01% | — | — | $1132.91 | -10.9% |
| 412 | VST | VISTRA CORP | Utilities | 78.0 | $12K | 0.01% | — | — | $158.63 | -5.9% |
| 413 | INCY | INCYTE CORP | Healthcare | 109.0 | $12K | 0.01% | — | — | $113.36 | +11.8% |
| 414 | UBER | UBER TECHNOLOGIES INC | Technology | 170.0 | $12K | 0.01% | +6.0 | +3.7% | $72.16 | +5.0% |
| 415 | GILD | GILEAD SCIENCES INC | Healthcare | 97.0 | $12K | 0.01% | -11.0 | -10.2% | $126.13 | +19.7% |
| 416 | CI | THE CIGNA GROUP | Healthcare | 44.0 | $12K | 0.01% | NEW | — | $275.68 | +2.5% |
| 417 | LOW | LOWES COS INC | Consumer Cyclical | 55.0 | $12K | 0.01% | — | — | $220.49 | -7.3% |
| 418 | SNA | SNAP ON INC | Industrials | 30.0 | $12K | 0.01% | — | — | $402.40 | -4.8% |
| 419 | CNA | CNA FINL CORP | Financial Services | 248.0 | $12K | 0.01% | — | — | $48.61 | -0.3% |
| 420 | JCI | JOHNSON CONTROLS INTERNATION | Industrials | 82.0 | $12K | 0.01% | NEW | — | $146.11 | -0.8% |
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
35.6%
Technology
24.9%
Healthcare
7.8%
Consumer Cyclical
7.7%
Utilities
6.2%
Communication Services
5.2%
Industrials
5.0%
Consumer Defensive
4.3%
Energy
2.1%
Real Estate
0.8%