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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 521 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 12.0 | $4K | 0.00% | NEW | — | $324.00 | -3.9% |
| 522 | NVO | NOVO-NORDISK A S | Healthcare | 76.0 | $4K | 0.00% | NEW | — | $50.88 | -13.2% |
| 523 | PWV | INVESCO EXCHANGE TRADED FD T | — | 58.0 | $4K | 0.00% | NEW | — | $66.52 | +11.5% |
| 524 | ACGL | ARCH CAP GROUP LTD | Financial Services | 40.0 | $4K | 0.00% | NEW | — | $95.92 | -0.6% |
| 525 | RIGS | ALPS ETF TR | — | 166.0 | $4K | 0.00% | NEW | — | $23.05 | -0.9% |
| 526 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 60.0 | $4K | 0.00% | NEW | — | $63.72 | +53.9% |
| 527 | WDC | WESTERN DIGITAL CORP | Technology | 22.0 | $4K | 0.00% | NEW | — | $172.27 | +181.1% |
| 528 | PANW | PALO ALTO NETWORKS INC | Technology | 20.0 | $4K | 0.00% | NEW | — | $182.55 | +40.6% |
| 529 | ABT | ABBOTT LABS | Healthcare | 29.0 | $4K | 0.00% | NEW | — | $124.34 | -30.3% |
| 530 | CNC | CENTENE CORP DEL | Healthcare | 86.0 | $4K | 0.00% | NEW | — | $41.03 | +39.5% |
| 531 | — | ELME COMMUNITIES | — | 200.0 | $3K | 0.00% | NEW | — | $17.40 | — |
| 532 | IEI | ISHARES TR | — | 29.0 | $3K | 0.00% | NEW | — | $119.34 | -1.6% |
| 533 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 17.0 | $3K | 0.00% | NEW | — | $203.18 | -37.3% |
| 534 | DOCU | DOCUSIGN INC | Technology | 50.0 | $3K | 0.00% | NEW | — | $68.40 | -27.9% |
| 535 | DLR | DIGITAL RLTY TR INC | Real Estate | 22.0 | $3K | 0.00% | NEW | — | $153.45 | +26.2% |
| 536 | IGSB | ISHARES TR | — | 63.0 | $3K | 0.00% | NEW | — | $52.71 | -0.6% |
| 537 | FBT | FIRST TR EXCHANGE-TRADED FD | — | 16.0 | $3K | 0.00% | NEW | — | $206.50 | +3.2% |
| 538 | BA | BOEING CO | Industrials | 15.0 | $3K | 0.00% | NEW | — | $216.40 | +1.2% |
| 539 | HLN | HALEON PLC | Healthcare | 317.0 | $3K | 0.00% | NEW | — | $10.12 | -8.7% |
| 540 | XHB | SPDR SERIES TRUST | — | 31.0 | $3K | 0.00% | NEW | — | $102.97 | -0.6% |
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%