Quest-10-Wealth-Builders

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "MC",
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  null,
  "POOL",
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  null,
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  "XEL",
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  null,
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  null,
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]

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

Page 3 of 39

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92206C706

VGIT|92206C706

Shares:—

Value:$496.3K

% of Portfolio:0.8% ($496.3K/$65.2M)

45782C573

Shares:—

Value:$459.6K

% of Portfolio:0.7% ($459.6K/$65.2M)

45782C797

Shares:—

Value:$446.6K

% of Portfolio:0.7% ($446.6K/$65.2M)

46432F834

IXUS|46432F834

Shares:—

Value:$446.3K

% of Portfolio:0.7% ($446.3K/$65.2M)

37950E291

Shares:—

Value:$415.2K

% of Portfolio:0.6% ($415.2K/$65.2M)

46090A721

Shares:—

Value:$393.8K

% of Portfolio:0.6% ($393.8K/$65.2M)

00888H802

Shares:—

Value:$389.6K

% of Portfolio:0.6% ($389.6K/$65.2M)

464287481

IWP|464287481

Shares:—

Value:$387.9K

% of Portfolio:0.6% ($387.9K/$65.2M)

00888H794

Shares:—

Value:$362.5K

% of Portfolio:0.6% ($362.5K/$65.2M)

464288521

Shares:—

Value:$344.8K

% of Portfolio:0.5% ($344.8K/$65.2M)

78463X533

Shares:—

Value:$341.9K

% of Portfolio:0.5% ($341.9K/$65.2M)

72201R833

Shares:—

Value:$335.6K

% of Portfolio:0.5% ($335.6K/$65.2M)

210322509

Shares:—

Value:$333.7K

% of Portfolio:0.5% ($333.7K/$65.2M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:—

Value:$324.4K

% of Portfolio:0.5% ($324.4K/$65.2M)

45782C318

Shares:—

Value:$322.4K

% of Portfolio:0.5% ($322.4K/$65.2M)

464288513

Shares:—

Value:$318.3K

% of Portfolio:0.5% ($318.3K/$65.2M)

78463X889

SPDW|78463X889

Shares:—

Value:$299.7K

% of Portfolio:0.5% ($299.7K/$65.2M)

210322608

Shares:—

Value:$299.4K

% of Portfolio:0.5% ($299.4K/$65.2M)

Zoetis Inc.

ZTS|98978V103

Shares:—

Value:$299.3K

% of Portfolio:0.5% ($299.3K/$65.2M)

92189H748

Shares:—

Value:$296.2K

% of Portfolio:0.5% ($296.2K/$65.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGITcusip92206C706)	—	QoQ - YoY-	All Managers (Combined)	$496.3K	0.8% ($496.3K/$65.2M)	QoQ +7.75% (+$35.7K) YoY-
(cusip45782C573)✕	—	QoQ - YoY-	All Managers (Combined)	$459.6K	0.7% ($459.6K/$65.2M)	QoQ -22.08% (-$130.3K) YoY-
(cusip45782C797)✕	—	QoQ - YoY-	All Managers (Combined)	$446.6K	0.7% ($446.6K/$65.2M)	QoQ -20.83% (-$117.5K) YoY-
(IXUScusip46432F834)	—	QoQ - YoY-	All Managers (Combined)	$446.3K	0.7% ($446.3K/$65.2M)	QoQ -56.30% (-$575.2K) YoY-
(cusip37950E291)✕	—	QoQ - YoY-	All Managers (Combined)	$415.2K	0.6% ($415.2K/$65.2M)	QoQ +2.21% (+$9.0K) YoY-
(cusip46090A721)✕	—	QoQ - YoY-	All Managers (Combined)	$393.8K	0.6% ($393.8K/$65.2M)	QoQ +19.00% (+$62.9K) YoY-
(cusip00888H802)✕	—	QoQ - YoY-	All Managers (Combined)	$389.6K	0.6% ($389.6K/$65.2M)	QoQ +80.87% (+$174.2K) YoY-
(IWPcusip464287481)	—	QoQ - YoY-	All Managers (Combined)	$387.9K	0.6% ($387.9K/$65.2M)	QoQ -16.05% (-$74.2K) YoY-
(cusip00888H794)✕	—	QoQ - YoY-	All Managers (Combined)	$362.5K	0.6% ($362.5K/$65.2M)	QoQ +112.14% (+$191.6K) YoY-
(cusip464288521)✕	—	QoQ - YoY-	All Managers (Combined)	$344.8K	0.5% ($344.8K/$65.2M)	QoQ -67.57% (-$718.6K) YoY-
(cusip78463X533)✕	—	QoQ - YoY-	All Managers (Combined)	$341.9K	0.5% ($341.9K/$65.2M)	QoQ -4.73% (-$17.0K) YoY-
(cusip72201R833)✕	—	QoQ - YoY-	All Managers (Combined)	$335.6K	0.5% ($335.6K/$65.2M)	QoQ -29.07% (-$137.6K) YoY-
(cusip210322509)✕	—	QoQ - YoY-	All Managers (Combined)	$333.7K	0.5% ($333.7K/$65.2M)	QoQ +21.93% (+$60.0K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	—	QoQ - YoY-	All Managers (Combined)	$324.4K	0.5% ($324.4K/$65.2M)	QoQ -59.27% (-$472.2K) YoY-
(cusip45782C318)✕	—	QoQ - YoY-	All Managers (Combined)	$322.4K	0.5% ($322.4K/$65.2M)	QoQ -70.09% (-$755.6K) YoY-
(cusip464288513)✕	—	QoQ - YoY-	All Managers (Combined)	$318.3K	0.5% ($318.3K/$65.2M)	QoQ -32.20% (-$151.2K) YoY-
(SPDWcusip78463X889)	—	QoQ - YoY-	All Managers (Combined)	$299.7K	0.5% ($299.7K/$65.2M)	QoQ -35.94% (-$168.1K) YoY-
(cusip210322608)✕	—	QoQ NEW YoY-	All Managers (Combined)	$299.4K	0.5% ($299.4K/$65.2M)	QoQ NEW(+$299.4K) YoY-
Zoetis Inc.(ZTScusip98978V103)	—	QoQ - YoY-	All Managers (Combined)	$299.3K	0.5% ($299.3K/$65.2M)	QoQ +1.16% (+$3.5K) YoY-
(cusip92189H748)✕	—	QoQ - YoY-	All Managers (Combined)	$296.2K	0.5% ($296.2K/$65.2M)	QoQ +21.95% (+$53.3K) YoY-