Wealthquest Corp Portfolio Holdings

Wealthquest Corp

$948 Million
Q4 2024

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 $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CODA Coda Octopus Group, Inc. Industrials	$89M	$114,000 0.01% of portfolio	14,603	Q3 2024 New

Summary

Portfolio
No. of Stocks 128
Current Value $948 Million
Prior Value $897 Million
Filing
Period Q4 2024
Filing Date January 16, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 8 stocks
Additional Purchases 57 stocks
Sold out of 0 stocks
Reduced holdings in 41 stocks

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Wealthquest Corp Portfolio Holdings