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
+23.47%
+6.60%
651,674.4
 
IVV
iShares Core S&P 500 ETF
7,538
4,336.4
-3.95%
4.640
-0.18%
0.000
+23.58%
+6.63%
619,462.7
 
VUG
Vanguard Growth ETF
10,395
3,915.6
-5.97%
4.190
-0.27%
0.000
+31.34%
+7.15%
163,393.2
 
VTV
Vanguard Value ETF
22,246
3,862.4
-6.94%
4.130
-0.28%
0.000
+15.11%
+6.45%
132,254.0
 
IYW
iShares U.S. Technology ETF
18,508
2,705.4
-2.70%
2.900
-0.08%
0.010
+39.38%
+9.33%
21,551.1
 
GLD
SPDR Gold Shares ETF
9,067
2,612.5
-11.65%
2.800
-0.29%
0.000
+12.30%
+26.94%
102,386.4
 
IWY
iShares Russell Top 200 Growth ETF
11,302
2,384.2
-2.85%
2.550
-0.08%
0.020
+29.60%
+5.13%
13,957.2
 
IJR
iShares Core S&P Small-Cap ETF
21,708
2,330.1
-2.52%
2.490
-0.07%
0.000
+19.54%
-2.87%
80,180.9
 
IYH
iShares U.S. Healthcare ETF
34,353
2,106.2
-2.21%
2.250
-0.05%
0.070
+0.83%
-2.87%
2,715.6
 
DGRO
iShares Core Dividend Growth ETF
28,858
1,809.4
+2.20%
1.940
+0.04%
0.010
+16.40%
+6.71%
32,418.7
 

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
$27.44
2.72%
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
$40.95
4.33%
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
$620.68
5.60%
Reduce -57.32%
580
-779
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-0.36%
●
271.18 ($290.53) 303.12
$305.60
5.19%
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
$25.29
3.64%
New holding
12,638
12,638
DVY
iShares Select Dividend ETF
2025-03-31
Reduce
Reduce
-0.32%
●
128.58 ($134.09) 138.1
$135.48
1.04%
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
$307.37
16.23%
Reduce -11.65%
9,067
-1,196
VTV
Vanguard Value ETF
2025-03-31
Reduce
Reduce
-0.28%
●
167.73 ($174.39) 179.21
$178.20
2.18%
Reduce -6.94%
22,246
-1,658
VUG
Vanguard Growth ETF
2025-03-31
Reduce
Reduce
-0.27%
●
369.1 ($404.54) 427.61
$438.71
8.45%
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
$29.71
4.33%
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

Discussions on Quest 10 Wealth Builders, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.