Wealthquest

Filing Details

13F-HR/A2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
134
Total Value
1198215829
Accession Number
0001632968-25-000004
Form Type
13F-HR/A
Manager Name
Wealthquest
Data Enrichment
81% identified
108 identified26 unidentified

Holdings

134 positions
Manager:
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464287671
Shares:5.4K
Value:$684.7K
921908844
Shares:3.5K
Value:$682.7K
464289859
Shares:8.9K
Value:$681.2K
HOME DEPOT, INC.
Shares:1.8K
Value:$671.8K
VISA INC.
Shares:1.9K
Value:$663.4K
74933W486
Shares:13.5K
Value:$655.1K
NEXTERA ENERGY INC
Shares:9.1K
Value:$642.8K
AbbVie Inc.
Shares:3.0K
Value:$620.6K
HONEYWELL INTERNATIONAL INC
Shares:2.9K
Value:$612.4K
GENERAL ELECTRIC CO
Shares:3.0K
Value:$591.3K
921932505
Shares:1.7K
Value:$572.6K
Duke Energy CORP
Shares:4.5K
Value:$547.3K
KROGER CO
Shares:7.2K
Value:$488.2K
AMERICAN EXPRESS CO
Shares:1.8K
Value:$476.8K
74933W460
Shares:9.4K
Value:$469.8K
464287309
Shares:5.0K
Value:$463.6K
FIFTH THIRD BANCORP
Shares:11.4K
Value:$445.4K
LINDE PLC
Shares:936
Value:$435.8K
COCA COLA CO
Shares:6.0K
Value:$432.9K
81369Y803
Shares:2.1K
Value:$428.9K