Wealthquest Corp Portfolio Holdings
Wealthquest Corp
- $911 Million
- Q1 2025
Wealthquest Corp has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $911 Million distributed in 132 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Essex Property Trust, Inc. with a value of $342M, Robinhood Markets, Inc. with a value of $156M, Masco Corp with a value of $103M, Robo Global Robotics And Autom with a value of $55.9M, and Firstenergy Corp with a value of $53.2M.
Examining the 13F form we can see an decrease of $36.9M in the current position value, from $948M to 911M.
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
$911 Million
Real Estate: $343 Million
Technology: $208 Million
Industrials: $155 Million
ETFs: $61.3 Million
Utilities: $55.4 Million
Healthcare: $44.5 Million
Communication Services: $18.3 Million
Financial Services: $8.07 Million
Other: $16.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 132
- Current Value $911 Million
- Prior Value $948 Million
- Filing
- Period Q1 2025
- Filing Date April 23, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 132 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks