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QUEST INVESTMENT MANAGEMENT LLC13F | |
| QUEST INVESTMENT MANAGEMENT LLC | |
| Last update 2025-05-14 | 79 Stocks (5 new) |
| Value $712.00 Mil | Turnover 10 % |
QUEST INVESTMENT MANAGEMENT LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 347,035 | 37,611.7 | -6.36% | 5.280 | -0.42% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
MSFT | Microsoft Corp | 98,810 | 37,092.3 | -8.74% | 5.210 | -0.52% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AAPL | Apple Inc | 166,196 | 36,917.1 | -8.00% | 5.190 | -0.48% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
AMZN | Amazon.com Inc | 166,130 | 31,607.9 | -6.46% | 4.440 | -0.33% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
IVE | iShares S&P 500 Value ETF | 150,813 | 28,741.9 | +27.77% | 4.040 | +0.88% | 0.080 | +8.84% | +4.93% | 39,744.8 | ||
GOOG | Alphabet Inc | 182,300 | 28,480.7 | -4.25% | 4.000 | -0.20% | 0.000 | +18.43% | -4.97% | 2,184,120.1 | Interactive Media | |
EFA | iShares MSCI EAFE ETF | 314,106 | 25,671.9 | +53.69% | 3.610 | +1.26% | 0.040 | +13.38% | +20.45% | 64,562.5 | ||
VTV | Vanguard Value ETF | 133,685 | 23,092.8 | -0.55% | 3.240 | -0.02% | 0.020 | +8.26% | +7.31% | 131,767.6 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 132,763 | 22,998.5 | +74.92% | 3.230 | +1.38% | 0.030 | +11.65% | +6.62% | 73,305.4 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 274,823 | 22,087.5 | +9.35% | 3.100 | +0.27% | 0.070 | +24.65% | +9.61% | 38,088.9 |
QUEST INVESTMENT MANAGEMENT LLC's Historical Top Holdings Breakdowns
QUEST INVESTMENT MANAGEMENT LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 2025-03-31 | Reduce Reduce | -1.46% | 97.38 ($101.55) 104.52 | $102.92 | 1.35% | Reduce -42.05% | 154,524 | -112,116 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +1.38% | 169.43 ($177.82) 182.84 | $185.18 | 4.14% | Add 74.92% | 132,763 | 56,862 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Add Add | +1.26% | 74.85 ($80.6) 84.89 | $89.52 | 11.07% | Add 53.69% | 314,106 | 109,724 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | New Buy New Buy | +1.03% | 56.51 ($60.25) 62.98 | $67.57 | 12.15% | New holding | 120,636 | 120,636 | |
ANET | Arista Networks Inc | 2025-03-31 | Add Add | +0.88% | 77.48 ($101.39) 129.82 | $102.52 | 1.11% | Add 476.71% | 97,181 | 80,330 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Add Add | +0.88% | 185.78 ($193.5) 198.58 | $198.67 | 2.67% | Add 27.77% | 150,813 | 32,781 | |
MA | Mastercard Inc | 2025-03-31 | Add Add | +0.81% | 504.67 ($544.39) 576.31 | $569.24 | 4.56% | Add 177.85% | 16,307 | 10,438 | |
SPGI | S&P Global Inc | 2025-03-31 | Add Add | +0.80% | 478.26 ($510.97) 543.77 | $529.61 | 3.65% | Add 74.66% | 26,115 | 11,163 | |
MRK | Merck & Co Inc | 2025-03-31 | Reduce Reduce | -0.72% | 83.01 ($93.37) 101.02 | $80.93 | -13.32% | Reduce -75.44% | 18,000 | -55,298 | |
BX | Blackstone Inc | 2025-03-31 | Reduce Reduce | -0.69% | 136.53 ($162.31) 186.74 | $155.13 | -4.42% | Reduce -77.88% | 8,645 | -30,434 |
QUEST INVESTMENT MANAGEMENT LLC Total Holding History ($B)
QUEST INVESTMENT MANAGEMENT LLC's Asset Allocation
QUEST INVESTMENT MANAGEMENT LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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QUEST INVESTMENT MANAGEMENT LLC's Hypothetical Growth since 2025-03-31
QUEST INVESTMENT MANAGEMENT LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
QUEST INVESTMENT MANAGEMENT LLC's Holdings Heat Map
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QUEST INVESTMENT MANAGEMENT LLC's Holdings Bubble Chart
QUEST INVESTMENT MANAGEMENT LLC News
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