Quest 10 Wealth Builders, Inc. Portfolio Holdings

Quest 10 Wealth Builders, Inc.

  • $93.4 Billion
  • Q1 2025

Quest 10 Wealth Builders, Inc. has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $93.4 Billion distributed in 801 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $6.72B, Ishares Core S&P 500 ETF with a value of $4.34B, Vanguard Growth ETF with a value of $3.92B, Vanguard Value ETF with a value of $3.86B, and Ishares Dj Us Tech ETF with a value of $2.71B.

Examining the 13F form we can see an decrease of $7.1B in the current position value, from $101B to 93.4B.

Quest 10 Wealth Builders, Inc. is based out at Fuquay Varina, VA

Below you can find more details about Quest 10 Wealth Builders, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $93.4 Billion
ETFs: $73.7 Billion
Technology: $2.74 Billion
Healthcare: $1.72 Billion
Financial Services: $1.42 Billion
Consumer Cyclical: $1.38 Billion
Utilities: $1.04 Billion
Consumer Defensive: $1.01 Billion
Industrials: $856 Million
Other: $1.56 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$183,000 0.0% of portfolio
3
Q1 2025 Reduced 75.0%
$0
$153,000 0.0% of portfolio
4
Q4 2024 New
Invesco Exchange Traded Fd T
-
$64,000 0.0% of portfolio
-
Q1 2025 Reduced 83.33%
$0
$123,000 0.0% of portfolio
5
Q4 2024 New
$30.4B
$369,000 0.0% of portfolio
5
Q1 2025 New
$0
$338,000 0.0% of portfolio
9
Q4 2024 New
$73.7B
$590,000 0.0% of portfolio
2
Q1 2025 New
$0
$1.29 Million 0.0% of portfolio
13
Q4 2024 New
$0
$1.16 Million 0.0% of portfolio
44
Q1 2025 Reduced 94.78%
$0
$4.15 Million 0.0% of portfolio
73
Q4 2024 New
$0
$1.66 Million 0.0% of portfolio
24
Q4 2024 New
$0
$795,000 0.0% of portfolio
10
Q1 2025 Reduced 16.67%
$0
$361,000 0.0% of portfolio
18
Q1 2025 Reduced 98.83%
$0
$750,000 0.0% of portfolio
34
Q1 2025 Reduced 43.33%
$0
$710,000 0.0% of portfolio
29
Q1 2025 Reduced 67.78%
$0
$2.03 Million 0.0% of portfolio
70
Q1 2025 Reduced 50.0%
$0
$3.06 Million 0.0% of portfolio
61
Q1 2025 Reduced 42.45%
$182B
$961,000 0.0% of portfolio
2
Q1 2025 New
$16.2B
$2.67 Million 0.0% of portfolio
50
Q4 2024 New
$20B
$175,000 0.0% of portfolio
2
Q1 2025 New
$0
$135,000 0.0% of portfolio
6
Q1 2025 New
$0
$307,000 0.0% of portfolio
6
Q1 2025 Reduced 99.57%

Summary

  • Portfolio
  • No. of Stocks 801
  • Current Value $93.4 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 135 stocks
  • Additional Purchases 185 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 283 stocks
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