Wealthquest Corp New Holdings in Q1 2025

Wealthquest Corp

  • $938 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
9.69K
New
$84.5 - $105.05 $819K - $1.02M
9.69K $850K
MCD
Mcdonalds Corp

Consumer Cyclical
2.52K
New
$279.74 - $321.29 $704K - $808K
2.52K $785K
IWR
Ishares Russell Mid Cap ETF

ETFs
8.91K
New
$82.81 - $92.93 $738K - $828K
8.91K $757K
GABC
German American Bancorp, Inc.

Financial Services
19.6K
New
$37.21 - $41.71 $729K - $817K
19.6K $734K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5.39K
New
$126.86 - $146.45 $684K - $789K
5.39K $684K
AOA
Ishares Tr Core Aggressive All

ETFs
8.91K
New
$75.7 - $80.01 $674K - $712K
8.91K $681K
HD
Home Depot, Inc.

Consumer Cyclical
1.83K
New
$347.25 - $424.87 $637K - $779K
1.83K $671K
V
Visa Inc.

Financial Services
1.89K
New
$306.92 - $362.71 $581K - $687K
1.89K $663K
NEE
Nextera Energy Inc

Utilities
9.07K
New
$66.96 - $76.16 $607K - $691K
9.07K $642K
VIG
Vanguard Dividend Appreciation

ETFs
3.52K
New
N/A
3.52K $640K
HON
Honeywell International Inc

Industrials
2.89K
New
$202.75 - $226.52 $586K - $655K
2.89K $612K
GE
General Electric CO

Industrials
2.95K
New
$168.59 - $212.13 $498K - $627K
2.95K $591K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.71K
New
$333.37 - $384.99 $571K - $659K
1.71K $572K
DUK
Duke Energy Corp

Utilities
4.49K
New
$105.87 - $121.97 $475K - $547K
4.49K $547K
KR
Kroger CO

Consumer Defensive
7.21K
New
$58.36 - $67.72 $421K - $488K
7.21K $488K
AXP
American Express CO

Financial Services
1.77K
New
$255.39 - $325.87 $453K - $577K
1.77K $476K
IVW
Ishares S&P 500 Growth ETF

ETFs
4.99K
New
$92.45 - $106.69 $462K - $533K
4.99K $463K
FITB
Fifth Third Bancorp

Financial Services
11.4K
New
$37.48 - $44.96 $426K - $511K
11.4K $445K
KO
Coca Cola CO

Consumer Defensive
6.05K
New
$60.81 - $72.32 $368K - $437K
6.05K $432K
XLK
Technology Sector Spdr

ETFs
2.08K
New
$206.38 - $242.18 $429K - $503K
2.08K $428K
ELV
Elevance Health, Inc.

Healthcare
945
New
$365.9 - $436.25 $346K - $412K
945 $411K
META
Meta Platforms, Inc.

Communication Services
707
New
$576.36 - $736.67 $407K - $521K
707 $407K
SYK
Stryker Corp

Healthcare
1.07K
New
$355.18 - $399.9 $381K - $429K
1.07K $399K
IWM
Ishares Russell 2000 ETF

ETFs
1.99K
New
$198.1 - $229.79 $394K - $457K
1.99K $396K
DIS
Walt Disney CO

Communication Services
4.01K
New
$96.87 - $114.0 $388K - $457K
4.01K $395K
IBM
International Business Machines Corp

Technology
1.58K
New
$217.4 - $264.74 $343K - $418K
1.58K $392K
WEC
Wec Energy Group, Inc.

Utilities
3.42K
New
$92.12 - $108.98 $315K - $373K
3.42K $373K
VHT
Vanguard Health Care ETF

ETFs
1.4K
New
$254.06 - $273.83 $357K - $384K
1.4K $371K
PFE
Pfizer Inc

Healthcare
14.5K
New
$25.01 - $27.13 $363K - $394K
14.5K $368K
TSLA
Tesla, Inc.

Consumer Cyclical
1.4K
New
$222.15 - $428.22 $311K - $600K
1.4K $363K
MA
Mastercard Inc

Financial Services
654
New
$504.67 - $576.31 $330K - $377K
654 $358K
SHW
Sherwin Williams CO

Basic Materials
1.01K
New
$330.16 - $365.55 $332K - $367K
1.01K $350K
GOOG
Alphabet Inc.

Communication Services
2.19K
New
$156.06 - $207.71 $342K - $455K
2.19K $342K
IWF
Ishares Russell 1000 Gr ETF

ETFs
910
New
$360.07 - $417.26 $328K - $380K
910 $328K
PH
Parker Hannifin Corp

Industrials
539
New
$591.65 - $707.05 $319K - $381K
539 $327K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
3.53K
New
$89.89 - $100.28 $317K - $354K
3.53K $324K
GLD
Spdr Gold Trust

ETFs
1.1K
New
$243.19 - $288.14 $267K - $317K
1.1K $316K
IVE
Ishares S&P 500 Value ETF

ETFs
1.63K
New
$185.78 - $198.58 $302K - $323K
1.63K $310K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.7K
New
$168.16 - $186.21 $286K - $317K
1.7K $291K
AOR
Ishares Tr Core Growth Allocat

ETFs
5K
New
$56.63 - $59.39 $283K - $297K
5K $287K
BMY
Bristol Myers Squibb CO

Healthcare
4.67K
New
$53.9 - $63.11 $252K - $295K
4.67K $284K
T
At&T Inc.

Communication Services
9.39K
New
$21.56 - $28.28 $202K - $266K
9.39K $265K
WFC
Wells Fargo & Company

Financial Services
3.68K
New
$66.78 - $81.42 $245K - $299K
3.68K $263K
ORCL
Oracle Corp

Technology
1.86K
New
$139.81 - $186.47 $260K - $346K
1.86K $259K
ITW
Illinois Tool Works Inc

Industrials
1.04K
New
$244.9 - $274.48 $254K - $285K
1.04K $257K
SIXJ
Aim ETF Prods Tr Allianzim U S
8.56K
New
$29.68 - $31.19 $254K - $267K
8.56K $256K
NFLX
Netflix Inc

Communication Services
273
New
$828.4 - $1058.6 $226K - $289K
273 $254K
TJX
Tjx Companies Inc

Consumer Cyclical
2.09K
New
$112.81 - $126.16 $235K - $263K
2.09K $254K
UNP
Union Pacific Corp

Industrials
1.08K
New
$225.21 - $254.42 $242K - $274K
1.08K $253K
Activity Summary
Buys All Purchases 134 New Holdings 134 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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