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 | — | AIM ETF PRODUCTS TRUST | — | 2,906.0 | $80K | 0.07% | +85.0 | +3.0% | $27.61 | — |
| 162 | BNDX | VANGUARD CHARLOTTE FDS | — | 1,667.0 | $80K | 0.07% | +87.0 | +5.5% | $48.05 | -1.2% |
| 163 | MTUM | ISHARES TR | — | 332.0 | $80K | 0.07% | -17.0 | -4.9% | $240.05 | +27.0% |
| 164 | KO | COCA COLA CO | Consumer Defensive | 1,019.0 | $78K | 0.07% | -6.0 | -0.6% | $76.07 | +15.8% |
| 165 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 198.0 | $77K | 0.07% | — | — | $97.62 | +118.3% |
| 166 | NSC | NORFOLK SOUTHN CORP | Industrials | 257.0 | $74K | 0.07% | -27.0 | -9.5% | $287.00 | +14.8% |
| 167 | MRK | MERCK & CO INC | Healthcare | 613.0 | $74K | 0.07% | -67.0 | -9.8% | $120.20 | +25.1% |
| 168 | FTCB | FIRST TR EXCHANGE-TRADED FD | — | 3,497.0 | $73K | 0.06% | -243.0 | -6.5% | $20.96 | -2.4% |
| 169 | IYK | ISHARES TR | — | 1,023.0 | $72K | 0.06% | — | — | $70.03 | +6.3% |
| 170 | CSCO | CISCO SYS INC | Technology | 921.0 | $71K | 0.06% | +439.0 | +91.1% | $77.63 | +40.7% |
| 171 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 292.0 | $71K | 0.06% | +6.0 | +2.1% | $242.09 | -3.0% |
| 172 | SPTM | SPDR SERIES TRUST | — | 893.0 | $71K | 0.06% | -10.0 | -1.1% | $79.06 | +18.1% |
| 173 | VBR | VANGUARD INDEX FDS | — | 318.0 | $69K | 0.06% | — | — | $217.25 | +13.7% |
| 174 | BK | BANK NEW YORK MELLON CORP | Financial Services | 577.0 | $68K | 0.06% | +69.0 | +13.6% | $118.71 | +19.5% |
| 175 | IUSG | ISHARES TR | — | 440.0 | $68K | 0.06% | — | — | $155.11 | +23.7% |
| 176 | BAC | BANK AMERICA CORP | Financial Services | 1,396.0 | $68K | 0.06% | +319.0 | +29.6% | $48.76 | +28.5% |
| 177 | GE | GE AEROSPACE | Industrials | 235.0 | $67K | 0.06% | +39.0 | +19.9% | $283.48 | +18.9% |
| 178 | WFC | WELLS FARGO & CO | Financial Services | 825.0 | $66K | 0.06% | +43.0 | +5.5% | $79.61 | +13.0% |
| 179 | PPL | PPL CORP | Utilities | 1,699.0 | $65K | 0.06% | — | — | $38.20 | -8.1% |
| 180 | VFLO | VICTORY PORTFOLIOS II | — | 1,600.0 | $63K | 0.06% | +243.0 | +17.9% | $39.48 | +40.0% |
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
38.5%
Technology
20.0%
Healthcare
8.0%
Consumer Cyclical
7.4%
Utilities
6.8%
Industrials
4.9%
Consumer Defensive
4.6%
Communication Services
4.5%
Energy
4.0%
Real Estate
0.8%