Q1

Quest 10 Wealth Builders, Inc.

13F
Quest 10 Wealth Builders, Inc.
Last update 2025-05-01 773 Stocks (137 new)
Value $93.00 Mil Turnover 5 %
Countries:
Top Holdings: VOO(7.20%)IVV(4.64%)VUG(4.19%)VTV(4.13%)IYW(2.90%)
Summary Stock Picks Current Portfolio
Quest 10 Wealth Builders, Inc.... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
12,986
6,723.3
-1.71%
7.200
-0.12%
0.000
+16.76%
+7.46%
616,819.8
 
IVV
iShares Core S&P 500 ETF
7,538
4,336.4
-3.95%
4.640
-0.18%
0.000
+16.68%
+7.37%
623,772.3
 
VUG
Vanguard Growth ETF
10,395
3,915.6
-5.97%
4.190
-0.27%
0.000
+24.44%
+7.95%
152,432.4
 
VTV
Vanguard Value ETF
22,246
3,862.4
-6.94%
4.130
-0.28%
0.000
+8.26%
+7.31%
131,767.6
 
IYW
iShares U.S. Technology ETF
18,508
2,705.4
-2.70%
2.900
-0.08%
0.010
+32.01%
+10.14%
21,710.7
 
GLD
SPDR Gold Shares ETF
9,067
2,612.5
-11.65%
2.800
-0.29%
0.000
+7.23%
+26.85%
102,309.8
 
IWY
iShares Russell Top 200 Growth ETF
11,302
2,384.2
-2.85%
2.550
-0.08%
0.020
+22.77%
+5.79%
14,044.9
 
IJR
iShares Core S&P Small-Cap ETF
21,708
2,330.1
-2.52%
2.490
-0.07%
0.000
+14.76%
-1.20%
81,565.8
 
IYH
iShares U.S. Healthcare ETF
34,353
2,106.2
-2.21%
2.250
-0.05%
0.070
-4.28%
-1.89%
2,743.1
 
DGRO
iShares Core Dividend Growth ETF
28,858
1,809.4
+2.20%
1.940
+0.04%
0.010
+9.81%
+7.41%
32,633.9
 

Quest 10 Wealth Builders, Inc.'s Historical Top Holdings Breakdowns

Quest 10 Wealth Builders, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SIXD
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
2025-03-31
New Buy
New Buy
+1.04%
●
25.98 ($26.71) 27.29
$27.54
3.12%
New holding
37,175
37,175
PSEP
Innovator U.S. Equity Power Buffer ETF - September
Innovator U.S. Equity Power Buffer ETF - September
2025-03-31
Reduce
Reduce
-0.53%
●
38.04 ($39.25) 40.01
$41.12
4.77%
Reduce -46.4%
15,729
-13,614
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.46%
●
551.42 ($587.78) 612.93
$625.34
6.39%
Reduce -57.32%
580
-779
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-0.36%
●
271.18 ($290.53) 303.12
$308.03
6.02%
Reduce -23.93%
3,935
-1,238
ONEZ
TrueShares Seasonality Laddered Buffered ETF
TrueShares Seasonality Laddered Buffered ETF
2025-03-31
New Buy
New Buy
+0.32%
●
23.51 ($24.4) 25.31
$25.45
4.32%
New holding
12,638
12,638
DVY
iShares Select Dividend ETF
2025-03-31
Reduce
Reduce
-0.32%
●
128.58 ($134.09) 138.1
$136.65
1.91%
Reduce -30.56%
5,482
-2,413
GLD
SPDR Gold Shares ETF
2025-03-31
Reduce
Reduce
-0.29%
●
243.19 ($264.45) 288.14
$307.14
16.14%
Reduce -11.65%
9,067
-1,196
VTV
Vanguard Value ETF
2025-03-31
Reduce
Reduce
-0.28%
●
167.73 ($174.39) 179.21
$179.63
3.00%
Reduce -6.94%
22,246
-1,658
VUG
Vanguard Growth ETF
2025-03-31
Reduce
Reduce
-0.27%
●
369.1 ($404.54) 427.61
$441.98
9.25%
Reduce -5.97%
10,395
-660
SIXF
AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF
AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF
2025-03-31
New Buy
New Buy
+0.26%
●
27.6 ($28.48) 29.1
$29.86
4.83%
New holding
8,723
8,723

Quest 10 Wealth Builders, Inc. Total Holding History ($B)

To

Quest 10 Wealth Builders, Inc.'s Asset Allocation

To

Quest 10 Wealth Builders, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Quest 10 Wealth Builders, Inc.'s Hypothetical Growth since 2025-03-31

Quest 10 Wealth Builders, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Quest 10 Wealth Builders, Inc.'s Holdings Heat Map

Size field:

Quest 10 Wealth Builders, Inc.'s Holdings Bubble Chart

Quest 10 Wealth Builders, Inc. News

  • 1

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