QC

QUEST CAPITAL MANAGEMENT INC /ADV

13F
QUEST CAPITAL MANAGEMENT INC /ADV
Last update 2022-01-31 318 Stocks (35 new)
Value $582.00 Mil Turnover 8 %
Countries:
Top Holdings: RJF(27.35%)USMV(8.81%)VIG(3.30%)VUG(3.26%)MDYG(2.17%)
Summary Stock Picks Current Portfolio
QUEST CAPITAL MANAGEMENT INC /... Top Holdings of 2021-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RJF
Raymond James Financial Inc
1,585,261
159,160.0
-0.87%
27.350
-0.25%
0.760
+20.77%
+4.48%
32,413.9
Asset Management
USMV
iShares MSCI USA Min Vol Factor ETF
633,856
51,279.0
-1.85%
8.810
-0.17%
0.170
+3.59%
+5.42%
23,553.1
 
VIG
Vanguard Dividend Appreciation FTF
111,847
19,210.0
-4.65%
3.300
-0.16%
0.030
+12.58%
+6.21%
89,349.2
 
VUG
Vanguard Growth ETF
59,126
18,974.0
-2.56%
3.260
-0.09%
0.020
+27.48%
+9.52%
167,127.0
 
MDYG
SPDR S&P 400 Mid Cap Growth ETF
154,751
12,617.0
-5.29%
2.170
-0.13%
0.690
+17.15%
+2.35%
2,307.2
 
EFA
iShares MSCI EAFE ETF
150,750
11,861.0
+0.14%
2.040
0%
0.020
+10.84%
+18.89%
63,725.9
 
AAPL
Apple Inc
57,234
10,163.0
+2.59%
1.750
+0.04%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
GLDM
SPDR Gold MiniShares Trust
275,091
10,002.0
-14.74%
1.720
-0.33%
0.390
+0.81%
+27.54%
16,037.6
 
SCHX
Schwab U.S. Large-Cap ETF
152,556
8,682.0
+428.09%
1.490
+1.21%
0.010
+19.93%
+7.89%
56,889.6
 
MSFT
Microsoft Corp
24,116
8,111.0
-0.13%
1.390
0%
0.000
+38.94%
+21.47%
3,790,969.0
Software

QUEST CAPITAL MANAGEMENT INC /ADV's Historical Top Holdings Breakdowns

QUEST CAPITAL MANAGEMENT INC /ADV Total Holding History ($B)

To

QUEST CAPITAL MANAGEMENT INC /ADV's Asset Allocation

To

QUEST CAPITAL MANAGEMENT INC /ADV Past Portfolios

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

Top Ranked Articles

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QUEST CAPITAL MANAGEMENT INC /ADV's Hypothetical Growth since 2021-12-31

QUEST CAPITAL MANAGEMENT INC /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

QUEST CAPITAL MANAGEMENT INC /ADV's Holdings Heat Map

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QUEST CAPITAL MANAGEMENT INC /ADV's Holdings Bubble Chart

QUEST CAPITAL MANAGEMENT INC /ADV News

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