Wealthquest Corp has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $948 Million distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $194M, Vanguard Russell 1000 Growth E with a value of $132M, Innovator Etfs Tr with a value of $96.8M, Ishares Tr with a value of $90M, and Spdr Portfolio S&P 1500 Compos with a value of $79.5M.
Examining the 13F form we can see an increase of $50.5M in the current position value, from $897M to 948M.
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
$948 Million
ETFs: $708 Million
Financial Services: $54.3 Million
Consumer Defensive: $32.9 Million
Technology: $21.7 Million
Healthcare: $10.7 Million
Energy: $6.23 Million
Consumer Cyclical: $5.62 Million
Industrials: $5.03 Million
Other: $6.01 Million
Stock Holdings Table Market Cap. of $200 Billions or more
