Wealthquest Corp Portfolio Holdings by Sector
Wealthquest Corp
- $1.11 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VV IEFA SPTM VONG IJH VO VB BSV 22 stocks |
$903,839
88.49% of portfolio
|
12
|
9
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
AFG 1 stocks |
$50,034
4.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$26,634
2.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12,538
1.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$6,260
0.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
APA 1 stocks |
$4,303
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$3,858
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3,430
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$3,023
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB GABC FITB 3 stocks |
$2,495
0.24% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK PFE 2 stocks |
$1,864
0.18% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1,480
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$1,079
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$310
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
DNP 1 stocks |
$175
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
CODA 1 stocks |
$116
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|