Quest 10 Wealth Builders, Inc. Portfolio Holdings by Sector
Quest 10 Wealth Builders, Inc.
- $101 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO IVV VUG VTV IYW IWY IJR GLD 300 stocks |
$77.1 Million
83.86% of portfolio
|
  300  
|
- |
  300  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI IXJ RWR 3 stocks |
$1.5 Million
1.63% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO QCOM AMD INTC MRVL TXN MCHP 9 stocks |
$1.2 Million
1.31% of portfolio
|
  9  
|
- |
  9  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
DUK SO ED PPL NEE D AEP EXC 21 stocks |
$908,557
0.99% of portfolio
|
  21  
|
- |
  21  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ADBE ORCL CRWD GDDY VRSN DBX DOX 9 stocks |
$885,273
0.96% of portfolio
|
  9  
|
- |
  9  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN EBAY 2 stocks |
$878,847
0.96% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ ABBV LLY MRK AMGN GILD AZN BMY 11 stocks |
$853,558
0.93% of portfolio
|
  11  
|
- |
  11  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$784,830
0.85% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM BP TTE SHEL 5 stocks |
$549,156
0.6% of portfolio
|
  5  
|
- |
  5  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$546,124
0.59% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC WFC C CM BMO 6 stocks |
$487,856
0.53% of portfolio
|
  6  
|
- |
  6  
|
- |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO PM BTI UVV IMBBY 5 stocks |
$486,892
0.53% of portfolio
|
  5  
|
- |
  5  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
FNB PNC TFC RF CFG HBAN USB KEY 14 stocks |
$448,854
0.49% of portfolio
|
  14  
|
- |
  14  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT BJ 3 stocks |
$404,975
0.44% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CVS UNH CNC ELV 4 stocks |
$390,760
0.42% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
SPXC PH GE DOV ETN EMR WTS 7 stocks |
$332,826
0.36% of portfolio
|
  7  
|
- |
  7  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS HLN EBS VTRS 4 stocks |
$300,761
0.33% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V AXP MA UPST 4 stocks |
$260,577
0.28% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T TMUS CMCSA VOD BCE SKM 7 stocks |
$236,656
0.26% of portfolio
|
  7  
|
- |
  7  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO KDP MNST 4 stocks |
$215,427
0.23% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
INTU DOCU CRM WDAY NCNO DUOL NOW CDNS 11 stocks |
$201,192
0.22% of portfolio
|
  11  
|
- |
  11  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT AXON RTX BA LHX TXT 6 stocks |
$169,337
0.18% of portfolio
|
  6  
|
- |
  6  
|
- |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
KMB PG ELF UL 4 stocks |
$154,669
0.17% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
CDW IBM ACN CTSH BR DXC 6 stocks |
$146,522
0.16% of portfolio
|
  6  
|
- |
  6  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA STLA F GM NIO 5 stocks |
$139,631
0.15% of portfolio
|
  5  
|
- |
  5  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT DE PCAR 3 stocks |
$123,436
0.13% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
IBKR MS GS SCHW EVR VIRT MC 7 stocks |
$116,846
0.13% of portfolio
|
  7  
|
- |
  7  
|
- |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
DHI PHM 2 stocks |
$113,098
0.12% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
BK HYI IVZ PFG BEN CRBG TROW FFC 9 stocks |
$111,570
0.12% of portfolio
|
  9  
|
- |
  9  
|
- |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
IRM AMT CCI GLPI HASI PCH 6 stocks |
$106,483
0.12% of portfolio
|
  6  
|
- |
  6  
|
- |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
MCK CAH ABC 3 stocks |
$91,865
0.1% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BSX EW ABT ZBH SYK MDT ZIMV 7 stocks |
$87,857
0.1% of portfolio
|
  7  
|
- |
  7  
|
- |
0
Calls
0
Puts
|
Business Equipment & Supplies | Industrials
EBF AVY 2 stocks |
$76,050
0.08% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
NSC UNP WAB 3 stocks |
$72,666
0.08% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$65,725
0.07% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO UI ZBRA HPE 4 stocks |
$63,060
0.07% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC VLO 2 stocks |
$56,785
0.06% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
OKE WMB ENB TRP 4 stocks |
$55,688
0.06% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
RCL 1 stocks |
$53,058
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$51,674
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX MCD QSR 3 stocks |
$50,520
0.05% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Insurance—Reinsurance | Financial Services
RGA 1 stocks |
$48,921
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$48,536
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Tools & Accessories | Industrials
LECO TKR 2 stocks |
$48,219
0.05% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
ALL CNA PGR AFG CINF 5 stocks |
$47,027
0.05% of portfolio
|
  5  
|
- |
  5  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$46,249
0.05% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
MET PRU UNM 3 stocks |
$44,765
0.05% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
PKG GPK IP SON AMCR 5 stocks |
$41,580
0.05% of portfolio
|
  5  
|
- |
  5  
|
- |
0
Calls
0
Puts
|
Computer Hardware | Technology
DELL HPQ NTAP STX WDC 5 stocks |
$41,574
0.05% of portfolio
|
  5  
|
- |
  5  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NVO ROIV RPRX 3 stocks |
$35,117
0.04% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
TSCO BBY GPC 3 stocks |
$35,069
0.04% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS NFLX WBD 3 stocks |
$34,095
0.04% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$33,884
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
VICI 1 stocks |
$29,210
0.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
LYB APD SHW DD 4 stocks |
$27,930
0.03% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
WELL VTR PEAK 3 stocks |
$27,802
0.03% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
URI GATX 2 stocks |
$26,341
0.03% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
GIS KHC CAG BGS 4 stocks |
$26,076
0.03% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$23,818
0.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
OMC IPG 2 stocks |
$23,479
0.03% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Airlines | Industrials
DAL 1 stocks |
$21,418
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diversified Machinery | Industrial Goods
XONE 1 stocks |
$20,758
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
IQV DHR TMO A 4 stocks |
$20,282
0.02% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$19,751
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$18,363
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$16,822
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
OXY FANG COP HES 4 stocks |
$16,397
0.02% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
WSO 1 stocks |
$15,164
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX LULU ROST 3 stocks |
$15,051
0.02% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM VPL 2 stocks |
$14,471
0.02% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
ALSN 1 stocks |
$14,372
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD PSA 2 stocks |
$12,947
0.01% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Specialty | Financial Services
FNF FAF TRUP 3 stocks |
$11,969
0.01% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
STWD NRZ AGNC 3 stocks |
$11,311
0.01% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$11,171
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC AON 2 stocks |
$10,829
0.01% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Electronics & Computer Distribution | Technology
SNX 1 stocks |
$10,555
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS CHRW FDX 3 stocks |
$9,444
0.01% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$9,080
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
MSCI ICE 2 stocks |
$8,818
0.01% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$8,501
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$8,336
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Steel | Basic Materials
STLD NUE 2 stocks |
$8,072
0.01% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Electronic Components | Technology
JBL APH 2 stocks |
$7,616
0.01% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
NSP ADP PAYX 3 stocks |
$6,521
0.01% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
PAG 1 stocks |
$5,488
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
O SPG 2 stocks |
$5,467
0.01% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
EHC EHAB 2 stocks |
$4,997
0.01% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Building Materials | Basic Materials
VMC 1 stocks |
$4,373
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$4,211
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Publishing | Communication Services
WLY 1 stocks |
$3,715
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
MAS 1 stocks |
$3,556
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$3,345
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$3,253
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Wineries & Distilleries | Consumer Defensive
STZ DEO 2 stocks |
$2,973
0.0% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$1,082
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
RIO 1 stocks |
$1,000
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
LVS 1 stocks |
$976
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Chemicals | Basic Materials
DOW 1 stocks |
$923
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Office | Real Estate
ARE EQC ONL 3 stocks |
$809
0.0% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CBRE DOUG 2 stocks |
$276
0.0% of portfolio
|
  2  
|
- |
  2  
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0
Calls
0
Puts
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