Quest-10-Wealth-Builders

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "MPWR",
  "MC",
  "NVR",
  null,
  "POOL",
  null,
  "MORN",
  "TROW",
  "NLY",
  "RJF",
  "AFG",
  "PCG",
  null,
  "RF",
  "ALSN",
  "QSR",
  "SMCI",
  null,
  "BCE",
  null,
  "GATX",
  "SNOW",
  "MU",
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  null,
  null,
  "VONG",
  "ALL",
  "GOOGL",
  "VDE",
  null,
  "AXP",
  null,
  "AIG",
  null,
  null,
  "TEAM",
  "T",
  null,
  null,
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "BGS",
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  "CCI",
  "COF",
  "DUK",
  null,
  "D",
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  "EBAY",
  null,
  null,
  "FG",
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  "FERG",
  null,
  null,
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  "IBKR",
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  "GIS",
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  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  "AMAT",
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "MS",
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  "DBX",
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  "EQIX",
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  "EVR",
  null,
  "FTV",
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  null,
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  "NI",
  "HIG",
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  null,
  "OXY",
  null,
  "OMC",
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  "DG",
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  "ANET",
  "KKR",
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  "IWD",
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  "ORCL",
  "KHC",
  "OKE",
  "DASH",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DOC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
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  "PEP",
  "PNC",
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  "VGSH",
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  "IEMG",
  null,
  null,
  "IVV",
  null,
  null,
  null,
  null,
  null,
  "PHM",
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  "UNH",
  "AAPL",
  "SPY",
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  null,
  null,
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
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  "OGN",
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  "PLTR",
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  "PFE",
  "LMT",
  "PG",
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  "VZ",
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  "NOW",
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  "SRE",
  "O",
  "ROST",
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  "SHEL",
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  "STX",
  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "SSNC",
  null,
  "STLD",
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  "SBUX",
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  "TEL",
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  "TGT",
  "TMO",
  "TJX",
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  "TSN",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "PCH",
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  "RCL",
  "VOE",
  "OGE",
  "MRNA",
  "SCHW",
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  "PAG",
  "VWO",
  null,
  null,
  null,
  "SBAC",
  null,
  null,
  null,
  null,
  "TWO",
  null,
  null,
  null,
  null,
  "NGG",
  null,
  "VIG",
  null,
  null,
  null,
  null,
  "TTE",
  null,
  null,
  "TXT",
  "TSCO",
  "IWO",
  "XLB",
  null,
  "MTD",
  null,
  "GDDY",
  "SNY",
  "IEF",
  null,
  "GSK",
  null,
  null,
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  null,
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  "VTR",
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  null,
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  null,
  "EA",
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  "HASI",
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  "ARE",
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  "ADSK",
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  "THC",
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  "AMCR",
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  "HAL",
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  "AVY",
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  "AFL",
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  "AXON",
  "APH",
  "AMD",
  "EL",
  "FI",
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  "F",
  "WEC",
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  null,
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  null,
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  null,
  "IPG",
  null,
  "IFF",
  null,
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  "PEG",
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  "DHI",
  "AMZN",
  null,
  null,
  null,
  null,
  "CMS",
  null,
  "IVE",
  null,
  "PFG",
  "IVZ",
  null,
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  "FNB",
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  null,
  null,
  null,
  "HBAN",
  "RGA",
  null,
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  "VPL",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  null,
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  null,
  "VGLT",
  "VTWO",
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  "VT",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VTV",
  "VRSN",
  "VTRS",
  "V",
  "VIRT",
  "VST",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WDC",
  "WFC",
  "WELL",
  "WLY",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "XEL",
  "WDAY",
  "YUM",
  "XYL",
  "ZBRA",
  "IUSG",
  null,
  null,
  "LNT",
  null,
  "DTE",
  "FNF",
  "MTB",
  null,
  "BIIB",
  "DVY",
  "SCHG",
  "SCHF",
  "JBHT",
  "MSCI",
  "LVS",
  "EIX",
  "NSC",
  "KEY",
  "KDP",
  "MGM",
  "TRUP",
  "SO",
  null,
  "TTD",
  "SON",
  "SKM",
  "SPXC",
  "TRMB",
  "PPL",
  "TRP",
  "OTIS",
  "ONL",
  "CRM",
  "SWKS",
  "RVTY",
  "RPRX",
  "RBLX",
  null,
  null,
  null,
  "SYY",
  "DIA",
  "ORI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  null,
  null,
  null,
  null,
  "GEV",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  null,
  "EXR",
  "GWW",
  null,
  "ESGU",
  "NTAP",
  "PSA",
  "SYF",
  "NUE",
  "NRG",
  null,
  "FDX",
  null,
  "AME",
  "STLA",
  null,
  "KMB",
  "LULU",
  "ADP",
  "AVTR",
  "BALL",
  "BAC",
  "BKU",
  "BMO",
  "BK",
  "BRK-B",
  "BDX",
  "BBY",
  "TECH",
  null,
  "BA",
  null,
  "BWA",
  "BMY",
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  "CHRW",
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  "CDNS",
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  "CNC",
  "CNP",
  "CRL",
  "CVX",
  "CIM",
  "CHTR",
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  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CNA",
  "KO",
  "CMA",
  "COIN",
  "CMCSA",
  "CL",
  "STZ",
  "COO",
  "CEG",
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  "ED",
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  "DVN",
  "FANG",
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  null,
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  null,
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  "ELV",
  "ETN",
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  "XOM",
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  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 773
Total Value: 65248322
Accession Number: 0001437749-25-013988
Form Type: 13F-HR
CIK: quest-10-wealth-builders
Manager Name: Quest-10-Wealth-Builders

Data Enrichment

65% identified

505 identified268 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

773 positions • $65.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92206C771

Shares:—

Value:$745.4K

% of Portfolio:1.1% ($745.4K/$65.2M)

464287168

DVY|464287168

Shares:—

Value:$736.2K

% of Portfolio:1.1% ($736.2K/$65.2M)

46434V621

DGRO|46434V621

Shares:—

Value:$727.1K

% of Portfolio:1.1% ($727.1K/$65.2M)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$713.3K

% of Portfolio:1.1% ($713.3K/$65.2M)

922908736

VUG|922908736

Shares:—

Value:$706.8K

% of Portfolio:1.1% ($706.8K/$65.2M)

921946406

VYM|921946406

Shares:—

Value:$695.9K

% of Portfolio:1.1% ($695.9K/$65.2M)

464288620

Shares:—

Value:$693.3K

% of Portfolio:1.1% ($693.3K/$65.2M)

464287473

IWS|464287473

Shares:—

Value:$663.3K

% of Portfolio:1.0% ($663.3K/$65.2M)

922908744

VTV|922908744

Shares:—

Value:$648.7K

% of Portfolio:1.0% ($648.7K/$65.2M)

Duke Energy CORP

DUK|26441C204

Shares:—

Value:$646.6K

% of Portfolio:1.0% ($646.6K/$65.2M)

46435G326

Shares:—

Value:$638.2K

% of Portfolio:1.0% ($638.2K/$65.2M)

464287226

Shares:—

Value:$636.0K

% of Portfolio:1.0% ($636.0K/$65.2M)

Apple Inc.

AAPL|037833100

Shares:—

Value:$596.9K

% of Portfolio:0.9% ($596.9K/$65.2M)

464287762

Shares:—

Value:$586.5K

% of Portfolio:0.9% ($586.5K/$65.2M)

33734X200

Shares:—

Value:$563.7K

% of Portfolio:0.9% ($563.7K/$65.2M)

78463X459

Shares:—

Value:$562.5K

% of Portfolio:0.9% ($562.5K/$65.2M)

922908751

VB|922908751

Shares:—

Value:$521.4K

% of Portfolio:0.8% ($521.4K/$65.2M)

NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$520.4K

% of Portfolio:0.8% ($520.4K/$65.2M)

MICROSOFT CORP

MSFT|594918104

Shares:—

Value:$519.2K

% of Portfolio:0.8% ($519.2K/$65.2M)

92206C847

VGLT|92206C847

Shares:—

Value:$504.5K

% of Portfolio:0.8% ($504.5K/$65.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92206C771)✕	—	QoQ - YoY-	All Managers (Combined)	$745.4K	1.1% ($745.4K/$65.2M)	QoQ +3.85% (+$27.7K) YoY-
(DVYcusip464287168)	—	QoQ - YoY-	All Managers (Combined)	$736.2K	1.1% ($736.2K/$65.2M)	QoQ -28.97% (-$300.4K) YoY-
(DGROcusip46434V621)	—	QoQ - YoY-	All Managers (Combined)	$727.1K	1.1% ($727.1K/$65.2M)	QoQ -58.02% (-$1.0M) YoY-
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY-	All Managers (Combined)	$713.3K	1.1% ($713.3K/$65.2M)	QoQ -18.55% (-$162.5K) YoY-
(VUGcusip922908736)	—	QoQ - YoY-	All Managers (Combined)	$706.8K	1.1% ($706.8K/$65.2M)	QoQ -84.42% (-$3.8M) YoY-
(VYMcusip921946406)	—	QoQ - YoY-	All Managers (Combined)	$695.9K	1.1% ($695.9K/$65.2M)	QoQ -16.93% (-$141.9K) YoY-
(cusip464288620)✕	—	QoQ - YoY-	All Managers (Combined)	$693.3K	1.1% ($693.3K/$65.2M)	QoQ +3.45% (+$23.1K) YoY-
(IWScusip464287473)	—	QoQ - YoY-	All Managers (Combined)	$663.3K	1.0% ($663.3K/$65.2M)	QoQ -1.80% (-$12.2K) YoY-
(VTVcusip922908744)	—	QoQ - YoY-	All Managers (Combined)	$648.7K	1.0% ($648.7K/$65.2M)	QoQ -83.96% (-$3.4M) YoY-
Duke Energy CORP(DUKcusip26441C204)	—	QoQ - YoY-	All Managers (Combined)	$646.6K	1.0% ($646.6K/$65.2M)	QoQ +10.14% (+$59.6K) YoY-
(cusip46435G326)✕	—	QoQ - YoY-	All Managers (Combined)	$638.2K	1.0% ($638.2K/$65.2M)	QoQ +6.86% (+$41.0K) YoY-
(cusip464287226)✕	—	QoQ - YoY-	All Managers (Combined)	$636.0K	1.0% ($636.0K/$65.2M)	QoQ -41.98% (-$460.2K) YoY-
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY-	All Managers (Combined)	$596.9K	0.9% ($596.9K/$65.2M)	QoQ -23.94% (-$187.9K) YoY-
(cusip464287762)✕	—	QoQ - YoY-	All Managers (Combined)	$586.5K	0.9% ($586.5K/$65.2M)	QoQ -71.34% (-$1.5M) YoY-
(cusip33734X200)✕	—	QoQ - YoY-	All Managers (Combined)	$563.7K	0.9% ($563.7K/$65.2M)	QoQ +10.34% (+$52.9K) YoY-
(cusip78463X459)✕	—	QoQ - YoY-	All Managers (Combined)	$562.5K	0.9% ($562.5K/$65.2M)	QoQ +5.51% (+$29.4K) YoY-
(VBcusip922908751)	—	QoQ - YoY-	All Managers (Combined)	$521.4K	0.8% ($521.4K/$65.2M)	QoQ -21.78% (-$145.2K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY-	All Managers (Combined)	$520.4K	0.8% ($520.4K/$65.2M)	QoQ -36.70% (-$301.8K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	—	QoQ - YoY-	All Managers (Combined)	$519.2K	0.8% ($519.2K/$65.2M)	QoQ -4.28% (-$23.2K) YoY-
(VGLTcusip92206C847)	—	QoQ - YoY-	All Managers (Combined)	$504.5K	0.8% ($504.5K/$65.2M)	QoQ +9.93% (+$45.6K) YoY-