Wealthquest Corp New Holdings in Q1 2025

Wealthquest Corp

  • $911 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ESS
Essex Property Trust, Inc.

Real Estate
1.25M
New
N/A
1.25M $342M
HOOD
Robinhood Markets, Inc.

Technology
3.75M
New
$35.63 - $65.28 $134M - $245M
3.75M $156M
MAS
Masco Corp

Industrials
1.48M
New
$68.67 - $81.85 $101M - $121M
1.48M $103M
ROBO
Robo Global Robotics And Autom

ETFs
1.09M
New
$51.5 - $60.89 $55.9M - $66.1M
1.09M $55.9M
FE
Firstenergy Corp

Utilities
1.32M
New
$37.95 - $43.5 $49.9M - $57.2M
1.32M $53.2M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3.44M
New
$9.19 - $12.93 $31.6M - $44.5M
3.44M $38.5M
NICE
Nice Ltd.

Technology
245K
New
$139.18 - $178.5 $34.2M - $43.8M
245K $37.8M
AVY
Avery Dennison Corp

Industrials
177K
New
$174.58 - $195.91 $30.9M - $34.7M
177K $31.5M
YY
Joyy Inc.

Communication Services
388K
New
$38.19 - $52.08 $14.8M - $20.2M
388K $16.3M
GXO
Gxo Logistics, Inc.

Industrials
143K
New
$36.31 - $46.18 $5.2M - $6.61M
143K $5.6M
ASR
Southeast Airport Group

Industrials
14.5K
New
$255.27 - $294.28 $3.71M - $4.28M
14.5K $3.98M
BALL
Ball Corp

Consumer Cyclical
73.7K
New
$49.04 - $56.53 $3.62M - $4.17M
73.7K $3.84M
VMI
Valmont Industries Inc

Industrials
12.6K
New
$285.37 - $376.98 $3.6M - $4.76M
12.6K $3.6M
TTC
Toro CO

Industrials
47.4K
New
$71.86 - $87.28 $3.41M - $4.14M
47.4K $3.45M
LSCC
Lattice Semiconductor Corp

Technology
62.8K
New
$52.45 - $68.78 $3.29M - $4.32M
62.8K $3.29M
SQ
Block, Inc.

Technology
50.3K
New
$54.04 - $92.95 $2.72M - $4.68M
50.3K $2.88M
MORN
Morningstar, Inc.

Financial Services
9.37K
New
$282.49 - $334.73 $2.65M - $3.13M
9.37K $2.81M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
20.2K
New
$125.01 - $201.52 $2.53M - $4.08M
20.2K $2.54M
AMKR
Amkor Technology, Inc.

Technology
134K
New
$18.06 - $26.73 $2.41M - $3.57M
134K $2.41M
SMG
Scotts Miracle Gro CO

Basic Materials
42.4K
New
$54.76 - $77.7 $2.32M - $3.29M
42.4K $2.32M
WFG
West Fraser Timber Co., LTD

Basic Materials
28.4K
New
$75.63 - $92.16 $2.15M - $2.62M
28.4K $2.19M
ALLE
Allegion PLC

Industrials
16.5K
New
$123.79 - $135.5 $2.04M - $2.24M
16.5K $2.15M
OLED
Universal Display Corp Pa

Technology
13.3K
New
$139.48 - $161.59 $1.85M - $2.15M
13.3K $1.85M
AWK
American Water Works Company, Inc.

Utilities
9.69K
New
$121.01 - $149.31 $1.17M - $1.45M
9.69K $1.43M
AMED
Amedisys Inc

Healthcare
13.5K
New
$90.44 - $92.9 $1.22M - $1.26M
13.5K $1.25M
TYL
Tyler Technologies Inc

Technology
1.83K
New
$553.41 - $646.74 $1.01M - $1.19M
1.83K $1.07M
MRNA
Moderna, Inc.

Healthcare
36.6K
New
$28.35 - $47.53 $1.04M - $1.74M
36.6K $1.04M
BOKF
Bok Financial Corp

Financial Services
8.79K
New
$98.85 - $114.26 $869K - $1M
8.79K $915K
THG
Hanover Insurance Group, Inc.

Financial Services
5K
New
$147.13 - $174.61 $735K - $873K
5K $869K
COIN
Coinbase Global, Inc.

Technology
5.02K
New
$172.23 - $301.3 $864K - $1.51M
5.02K $864K
ICLR
Icon PLC

Healthcare
4.93K
New
$174.99 - $222.58 $862K - $1.1M
4.93K $862K
SLB
Schlumberger Limited

Energy
19.6K
New
$38.4 - $43.74 $753K - $857K
19.6K $819K
TKR
Timken CO

Industrials
11.3K
New
$69.85 - $83.79 $791K - $949K
11.3K $813K
PB
Prosperity Bancshares Inc

Financial Services
11.4K
New
$69.3 - $80.69 $787K - $917K
11.4K $810K
OVV
Ovintiv Inc.

Energy
17.5K
New
$37.84 - $45.91 $662K - $803K
17.5K $749K
TTWO
Take Two Interactive Software Inc

Communication Services
3.52K
New
$178.61 - $217.95 $629K - $767K
3.52K $729K
BAP
Credicorp LTD

Financial Services
3.91K
New
$178.97 - $197.4 $700K - $772K
3.91K $728K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
3.53K
New
$186.55 - $250.04 $659K - $883K
3.53K $711K
RNR
Renaissancere Holdings LTD

Financial Services
2.59K
New
$226.55 - $263.22 $587K - $682K
2.59K $621K
NSA
National Storage Affiliates Trust

Real Estate
14.3K
New
$35.92 - $39.59 $515K - $568K
14.3K $565K
LVS
Las Vegas Sands Corp

Consumer Cyclical
14.6K
New
$38.18 - $50.93 $558K - $744K
14.6K $564K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.98K
New
$233.07 - $290.7 $460K - $574K
1.98K $533K
NYT
New York Times CO

Communication Services
9.39K
New
$46.9 - $55.89 $440K - $525K
9.39K $465K
CHK
Chesapeake Energy Corp

Energy
5.39K
New
N/A
5.39K $461K
OC
Owens Corning

Industrials
3.21K
New
$137.83 - $191.19 $442K - $613K
3.21K $457K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
4.99K
New
$73.71 - $87.55 $368K - $437K
4.99K $434K
WIX
Wix.Com Ltd.

Technology
2.47K
New
$163.38 - $246.76 $403K - $609K
2.47K $402K
ARW
Arrow Electronics Inc

Technology
3.45K
New
$101.93 - $119.3 $351K - $411K
3.45K $357K
UMBF
Umb Financial Corp

Financial Services
3.53K
New
$98.0 - $122.56 $346K - $432K
3.53K $356K
Activity Summary
Buys All Purchases 132 New Holdings 132 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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