Wealthquest Corp has filed its 13F form on November 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $897 Million distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $188M, Vanguard Russell 1000 Growth E with a value of $122M, Ishares Tr with a value of $96.1M, Spdr Portfolio S&P 1500 Compos with a value of $77.2M, and Innovator Etfs Tr with a value of $63.5M.
Examining the 13F form we can see an increase of $262M in the current position value, from $635M to 897M.
Wealthquest Corp is based out at Cincinnati, OH
Below you can find more details about Wealthquest Corp portfolio as well as his latest detailed transactions.
Portfolio value
$897 Million
ETFs: $692 Million
Financial Services: $53 Million
Consumer Defensive: $33.7 Million
Technology: $20.3 Million
Healthcare: $12.3 Million
Energy: $6.01 Million
Industrials: $5.3 Million
Consumer Cyclical: $4.91 Million
Other: $6.17 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
