Quest 10 Wealth Builders

Latest statistics and disclosures from Quest 10 Wealth Builders's latest quarterly 13F-HR filing:

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Positions held by Quest 10 Wealth Builders consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Quest 10 Wealth Builders

Quest 10 Wealth Builders holds 714 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Quest 10 Wealth Builders has 714 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.1 $7.1M 13k 538.81
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Ishares Core S&p 500 Etf Iv Uie (IVV) 4.6 $4.6M 7.8k 588.68
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Vanguard Growth Etf Uie (VUG) 4.5 $4.5M 11k 410.44
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Vanguard Index Fds Value Etf (VTV) 4.0 $4.0M 24k 169.30
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Ishares Tr U.s. Tech Etf (IYW) 3.0 $3.0M 19k 159.52
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Ishares Russell Top 200 Growth Etf Uie (IWY) 2.7 $2.7M 12k 235.27
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Ishares Core S&p Small Cap Etf Uie (IJR) 2.6 $2.6M 22k 115.22
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Spdr Gold Shares Etf Uie (GLD) 2.5 $2.5M 10k 242.13
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Ishares Tr Us Hlthcare Etf (IYH) 2.0 $2.0M 35k 58.27
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Ishares Core Dividend Growth Etf Uie (DGRO) 1.7 $1.7M 28k 61.34
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $1.6M 3.1k 511.23
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Ishares Russell Top 200 Value Etf Uie (IWX) 1.5 $1.5M 19k 79.03
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.5 $1.5M 26k 58.18
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Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $1.5M 5.2k 289.79
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.3 $1.3M 16k 78.61
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Spdr Portfolio S&p 500 Etf Uie (SPLG) 1.2 $1.2M 18k 68.94
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Ishares Core Msci Emerging Etf Uie (IEMG) 1.2 $1.2M 23k 52.22
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Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 1.1 $1.1M 29k 39.09
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Ishares Core Us Aggregate Bond Etf Uie (AGG) 1.1 $1.1M 11k 96.90
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 1.1 $1.1M 30k 35.91
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Ishares Core Us Reit Etf Uie (USRT) 1.1 $1.1M 19k 57.31
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Ishares Select Dividend Etf Uie (DVY) 1.0 $1.0M 7.9k 131.29
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Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) 1.0 $1.0M 27k 38.22
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Ishares Core Msci Totl Intl Stck Etf Uie (IXUS) 1.0 $1.0M 15k 66.14
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Aim Etf Products Trust Us Lrgcp B10 Jan (JANT) 1.0 $1.0M 28k 36.08
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Aim Etf Products Trust Allianzim U S La (SIXD) 1.0 $959k 36k 26.55
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Amazon (AMZN) 0.9 $876k 4.0k 219.39
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.8 $844k 23k 36.70
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Vanguard High Dividend Yield Etf Uie (VYM) 0.8 $838k 6.6k 127.59
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NVIDIA Corporation (NVDA) 0.8 $822k 6.1k 134.29
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Ishares Msci Eafe Growthetf Uie (EFG) 0.8 $818k 8.5k 96.82
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Spdr S&p 500 Etf Iv Uie (SPY) 0.8 $797k 1.4k 586.61
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Ishares Msci Eafe Value Etf Uie (EFV) 0.8 $785k 15k 52.47
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Apple (AAPL) 0.8 $785k 3.1k 250.39
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Aim Etf Products Trust Us Lrgcp B10 Dec (DECT) 0.8 $775k 24k 31.87
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) 0.8 $772k 23k 33.73
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $718k 16k 45.34
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.7 $716k 19k 37.52
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Ishares Tips Bond Etf Uie (TIP) 0.7 $678k 6.4k 106.55
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $675k 5.2k 129.35
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Ishares Tr Usd Inv Grde Etf (USIG) 0.7 $670k 13k 50.28
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Vanguard Index Fds Small Cp Etf (VB) 0.7 $667k 2.8k 240.32
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Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.7 $656k 17k 38.42
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Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.6 $602k 16k 38.50
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.6 $601k 15k 41.17
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Ishares Tr Core Msci Intl (IDEV) 0.6 $597k 9.3k 64.47
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Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.6 $590k 16k 37.87
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Duke Energy Corp Com New (DUK) 0.6 $587k 5.4k 107.75
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Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.6 $564k 14k 39.57
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Microsoft Corporation (MSFT) 0.5 $542k 1.3k 421.48
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Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.5 $533k 8.6k 62.09
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First Tr Exchange Traded Dj Glbl Divid (FGD) 0.5 $511k 23k 22.24
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Ishares Russell 1000 Growth Etf Uie (IWF) 0.5 $478k 1.2k 401.58
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Pimco Enhanced Shrt Maturty Actv Etf Uie (MINT) 0.5 $473k 4.7k 100.34
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Ishares Iboxx High Yieldbond Etf Uie (HYG) 0.5 $470k 6.0k 78.65
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $468k 14k 34.13
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Ishares Russell Mid Cap Growth Etf Uie (IWP) 0.5 $462k 3.6k 126.76
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.5 $461k 12k 40.19
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.5 $461k 7.9k 58.00
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.5 $459k 8.3k 55.35
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Spdr Portfolio S&p 600 Small Cap Etf Uie (SPSM) 0.4 $445k 9.9k 44.92
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Global X Fds Globx Supdv Us (DIV) 0.4 $406k 23k 18.03
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Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.4 $401k 9.5k 42.25
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Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.4 $359k 10k 35.27
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Johnson & Johnson (JNJ) 0.3 $332k 2.3k 144.62
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Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 0.3 $331k 13k 25.64
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Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.3 $327k 8.9k 36.80
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $322k 1.7k 189.23
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Spdr Aggregate Bond Etf Uie (SPAB) 0.3 $297k 12k 24.99
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Zoetis Cl A (ZTS) 0.3 $296k 1.8k 162.93
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Ishares Short Duratn Bndactv Etf Uie (NEAR) 0.3 $292k 5.8k 50.50
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $291k 3.3k 89.34
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JPMorgan Chase & Co. (JPM) 0.3 $289k 1.2k 239.71
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $276k 650.00 425.17
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Elevation Series Trust Trueshares Quart (QBER) 0.3 $274k 11k 24.70
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Chevron Corporation (CVX) 0.3 $271k 1.9k 144.89
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Exxon Mobil Corporation (XOM) 0.3 $264k 2.5k 107.55
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Neuberger Berman Etf Trust Opt Strategy Etf (NBOS) 0.3 $260k 9.9k 26.35
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Costco Wholesale Corporation (COST) 0.3 $254k 278.00 914.48
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Ishares 20 Pls Year Treasury Bnd Etf Uie (TLT) 0.2 $247k 2.8k 87.29
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Listed Fd Tr Trueshares Dec (DECZ) 0.2 $246k 6.7k 37.01
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First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $246k 2.4k 104.30
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Vaneck Etf Trust Clo Etf (CLOI) 0.2 $243k 4.6k 52.77
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Altria (MO) 0.2 $240k 4.6k 52.29
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Ishares Tr U.s. Finls Etf (IYF) 0.2 $236k 2.1k 110.58
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $235k 8.2k 28.67
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Vanguard Small Cap Growth Index Admiral MFC (VSGAX) 0.2 $234k 2.4k 98.45
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CVS Caremark Corporation (CVS) 0.2 $228k 5.1k 44.89
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Vanguard Ftse Developed Markets Etf Uie (VEA) 0.2 $224k 4.7k 47.82
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $224k 1.7k 128.62
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Abbvie (ABBV) 0.2 $223k 1.3k 177.72
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F.N.B. Corporation (FNB) 0.2 $218k 15k 14.78
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Charles Schwab B 5.1525cd Fdic Ins Due 03/13/25us CDS 0.2 $217k 217k 1.00
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Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 0.2 $215k 6.4k 33.63
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Meta Platforms Cl A (META) 0.2 $207k 354.00 585.51
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $201k 2.0k 101.52
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Vanguard Information Technolo Etf Iv Uie (VGT) 0.2 $198k 318.00 621.75
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Broadcom (AVGO) 0.2 $193k 834.00 231.84
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Spx Corp (SPXC) 0.2 $188k 1.3k 145.52
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Ishares Tr U.s. Energy Etf (IYE) 0.2 $186k 4.1k 45.57
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Spdr Index Shares Emerg Markt Etf Uie (SPEM) 0.2 $175k 4.6k 38.37
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $175k 981.00 178.08
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Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 0.2 $171k 5.6k 30.42
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Philip Morris International (PM) 0.2 $163k 1.4k 120.47
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Ishares Tr National Mun Etf (MUB) 0.2 $157k 1.5k 106.55
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UnitedHealth (UNH) 0.2 $155k 305.00 506.47
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Wal-Mart Stores (WMT) 0.1 $151k 1.7k 90.35
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Wells Fargo Bank 4.4526cd Fdic Ins Due 01/30/26us CDS 0.1 $148k 147k 1.00
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Ishares Tr Large Cap Max Bu (SMAX) 0.1 $143k 5.7k 25.20
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Pimco Etf Tr Ultra Short Govt (BILZ) 0.1 $142k 1.4k 100.82
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Pepsi (PEP) 0.1 $141k 928.00 152.06
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Adobe Systems Incorporated (ADBE) 0.1 $137k 309.00 444.68
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Elevation Series Trust Trushares Bull (QBUL) 0.1 $136k 5.5k 24.72
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Eli Lilly & Co. (LLY) 0.1 $136k 176.00 770.27
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Vanguard Lifestrategy Cnsrv Gr Inv MFC (VSCGX) 0.1 $134k 6.5k 20.44
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $127k 641.00 198.18
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $122k 482.00 253.75
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Ishares Tr Us Consm Staples (IYK) 0.1 $122k 1.9k 65.59
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Verizon Communications (VZ) 0.1 $118k 3.0k 39.98
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Ishares Gold Tr Shares Represent (IAUM) 0.1 $118k 4.5k 26.17
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Tesla Motors (TSLA) 0.1 $115k 285.00 403.84
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $113k 961.00 117.48
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Lockheed Martin Corporation (LMT) 0.1 $111k 229.00 485.94
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Visa Com Cl A (V) 0.1 $105k 333.00 316.04
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Ishares Tr Short Treas Bd (SHV) 0.1 $104k 948.00 110.16
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $104k 395.00 264.13
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D.R. Horton (DHI) 0.1 $103k 738.00 139.82
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $103k 490.00 210.45
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $102k 2.0k 51.25
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $101k 1.2k 81.58
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Energy Select Sector Spdr Etf Uie (XLE) 0.1 $101k 1.2k 85.66
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Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $100k 2.0k 49.94
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Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.1 $99k 2.8k 35.56
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Spdr Long Term Treasury Etf Uie (SPTL) 0.1 $97k 3.7k 26.19
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Kimberly-Clark Corporation (KMB) 0.1 $96k 733.00 131.04
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Oracle Corporation (ORCL) 0.1 $93k 557.00 166.64
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $93k 1.6k 59.14
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Southern Company (SO) 0.1 $93k 1.1k 82.33
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PNC Financial Services (PNC) 0.1 $92k 478.00 192.85
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Bank of America Corporation (BAC) 0.1 $90k 2.0k 43.95
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $85k 249.00 342.16
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American Express Company (AXP) 0.1 $84k 284.00 296.79
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $84k 601.00 139.35
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Ishares Tr Dow Jones Us Etf (IYY) 0.1 $82k 573.00 143.09
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Spdr Portfolio S&p 400 Mid Cap Etf Uie (SPMD) 0.1 $77k 1.4k 54.69
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Ishares Core S&p Mid Capetf Uie (IJH) 0.1 $76k 1.2k 62.31
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Ishares Gold Tr Ishares New (IAU) 0.1 $75k 1.5k 49.51
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Spdr S&p Midcap 400 Etf Iv Uie (MDY) 0.1 $74k 129.00 569.59
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $73k 2.4k 30.99
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Coca-Cola Company (KO) 0.1 $71k 1.1k 62.27
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Consolidated Edison (ED) 0.1 $70k 788.00 89.23
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Listed Fd Tr Trueshares Strcd (JANZ) 0.1 $70k 2.0k 34.36
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $69k 959.00 71.43
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McKesson Corporation (MCK) 0.1 $68k 120.00 569.91
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Caterpillar (CAT) 0.1 $66k 181.00 362.76
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $65k 3.5k 18.50
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Interactive Brokers Group In Com Cl A (IBKR) 0.1 $65k 367.00 176.67
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $64k 1.3k 50.71
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Norfolk Southern (NSC) 0.1 $64k 274.00 234.70
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Listed Fd Tr Trueshares Struc (APRZ) 0.1 $63k 1.8k 34.22
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Mondelez Intl Cl A (MDLZ) 0.1 $63k 1.1k 59.73
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Listed Fd Tr Trueshares Strct (JULZ) 0.1 $63k 1.5k 41.62
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Truist Financial Corp equities (TFC) 0.1 $63k 1.4k 43.40
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Merck & Co (MRK) 0.1 $63k 629.00 99.49
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Cdw (CDW) 0.1 $62k 357.00 174.04
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Amgen (AMGN) 0.1 $62k 237.00 260.64
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At&t (T) 0.1 $57k 2.5k 22.77
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Select Sector Spdr Tr Technology (XLK) 0.1 $57k 244.00 232.52
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $56k 1.1k 49.05
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Innovator Us Small Cap Pwr Bffr Etf Uie (KJAN) 0.1 $56k 1.5k 37.35
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Wells Fargo & Company (WFC) 0.1 $56k 797.00 70.24
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Boston Scientific Corporation (BSX) 0.1 $56k 624.00 89.32
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Tbk Bank, Ssb 4.325cd Fdic Ins Due 08/18/25us CDS 0.1 $55k 55k 1.00
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Innovator Us Equity Buffer Etf Uie (BFEB) 0.1 $53k 1.2k 43.07
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Royal Caribbean Cruises (RCL) 0.1 $53k 230.00 230.69
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Qualcomm (QCOM) 0.1 $53k 344.00 153.67
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Advanced Micro Devices (AMD) 0.1 $52k 431.00 120.79
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Iron Mountain (IRM) 0.1 $52k 495.00 105.11
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First Tr Exchange Traded Tech Alphadex (FXL) 0.1 $52k 349.00 148.55
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $52k 114.00 453.28
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Bank Of America, 4.0525cd Fdic Ins Due 10/24/25us CDS 0.1 $51k 51k 1.00
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Parker-Hannifin Corporation (PH) 0.1 $51k 80.00 636.03
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International Business Machines (IBM) 0.1 $51k 230.00 219.81
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MasterCard Incorporated (MA) 0.0 $50k 94.00 526.57
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Vanguard Wellington Inv MFC (VWELX) 0.0 $49k 1.1k 42.85
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Reinsurance Grp Of America I Com New (RGA) 0.0 $49k 229.00 213.63
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Deere & Company (DE) 0.0 $49k 115.00 423.71
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Marriott Intl Cl A (MAR) 0.0 $49k 174.00 278.94
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Cisco Systems (CSCO) 0.0 $49k 819.00 59.20
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Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO) 0.0 $48k 1.5k 32.40
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $48k 1.8k 25.83
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $47k 625.00 75.69
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First Tr Mid Cap Core Alphad Com Shs (FNX) 0.0 $47k 405.00 115.72
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Bank of New York Mellon Corporation (BK) 0.0 $45k 591.00 76.84
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $45k 1.6k 27.87
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Intuit (INTU) 0.0 $45k 72.00 629.38
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Innovator Etfs Trust Invtor 2 Pls 5 (TFJL) 0.0 $45k 2.3k 19.96
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British Amern Tob Sponsored Adr (BTI) 0.0 $45k 1.2k 36.35
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.0 $44k 1.0k 42.97
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First Tr Exchange-traded Core Investment (FTCB) 0.0 $44k 2.1k 20.65
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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.0 $44k 741.00 59.06
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Oneok (OKE) 0.0 $43k 432.00 100.40
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First Tr Exchange-traded Lng Dur Oprtun (LGOV) 0.0 $42k 2.0k 20.84
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Citigroup Com New (C) 0.0 $42k 601.00 70.39
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Ennis (EBF) 0.0 $42k 2.0k 21.09
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Super Micro Computer Com New (SMCI) 0.0 $42k 1.4k 30.48
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $42k 220.00 190.88
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Lam Research Corp Com New (LRCX) 0.0 $40k 560.00 72.23
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Wells Fargo Bank, 4.526cd Fdic Ins Due 02/13/26us CDS 0.0 $40k 40k 1.00
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Ishares Msci Emrg Chn (EMXC) 0.0 $40k 724.00 55.45
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Victory Portfolios Ii Shares Free Cash (VFLO) 0.0 $39k 1.1k 34.09
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Marathon Petroleum Corp (MPC) 0.0 $39k 277.00 139.50
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Spdr Dow Jone Global Real Estate Etf Uie (RWO) 0.0 $38k 885.00 42.89
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.0 $38k 201.00 188.28
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Select Sector Spdr Tr Financial (XLF) 0.0 $38k 783.00 48.33
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $37k 191.00 195.83
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Intel Corporation (INTC) 0.0 $37k 1.8k 20.05
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Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $37k 179.00 206.92
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Vanguard World Mega Grwth Ind (MGK) 0.0 $36k 106.00 343.41
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $36k 160.00 224.35
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Axon Enterprise (AXON) 0.0 $36k 60.00 594.32
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Metropcs Communications (TMUS) 0.0 $34k 155.00 220.73
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Honeywell International (HON) 0.0 $34k 150.00 225.89
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Avery Dennison Corporation (AVY) 0.0 $34k 181.00 187.13
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American Tower Reit (AMT) 0.0 $34k 184.00 183.41
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Docusign (DOCU) 0.0 $34k 373.00 89.94
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Pimco Etf Tr Multisector Bd (PYLD) 0.0 $33k 1.3k 25.92
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Starbucks Corporation (SBUX) 0.0 $33k 365.00 91.17
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $33k 370.00 88.89
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Real Estate Select Sctr Spdr Etf Iv Uie (XLRE) 0.0 $33k 807.00 40.67
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Home Depot (HD) 0.0 $33k 84.00 388.99
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First Tr Exchange Traded Hlth Care Alph (FXH) 0.0 $33k 313.00 104.13
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Proshares S&p 500 Div Aristocrat Etf Uie (NOBL) 0.0 $32k 324.00 99.55
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $32k 2.5k 12.99
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $32k 556.00 57.41
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Ge Aerospace Com New (GE) 0.0 $32k 190.00 166.79
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salesforce (CRM) 0.0 $31k 94.00 334.32
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Universal Corporation (UVV) 0.0 $31k 573.00 54.84
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Vanguard World Energy Etf (VDE) 0.0 $31k 256.00 121.08
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Western Asset Hgh Yld Dfnd (HYI) 0.0 $31k 2.6k 11.82
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Packaging Corporation of America (PKG) 0.0 $31k 136.00 225.13
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Fidelity Covington Trust Momentum Factr (FDMO) 0.0 $31k 439.00 69.61
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $30k 625.00 48.68
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First Tr Exchange-traded Intermediate Dur (FIIG) 0.0 $30k 1.5k 20.45
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Spdr Bloombg Emg Mrkt Lcl Bnd Etf Uie (EBND) 0.0 $30k 1.5k 19.53
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Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.0 $30k 1.0k 29.42
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Pimco Etf Tr Sr Ln Active Etf (LONZ) 0.0 $29k 572.00 51.10
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Vici Pptys Inc Reit Ret (VICI) 0.0 $29k 1.0k 29.21
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Fidelity Select Retailing MFC (FSRPX) 0.0 $29k 1.4k 20.48
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Spdr Portfolio High Yield Bnd Etf Uie (SPHY) 0.0 $29k 1.2k 23.47
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Past Filings by Quest 10 Wealth Builders

SEC 13F filings are viewable for Quest 10 Wealth Builders going back to 2024