Quest 10 Wealth Builders, Inc.

données du 30/09/2025

Capitalisation

$ 108.466 M 5.59 %

Période de détention moyenne

3 ans

Performance

$ 11.801 M 12.12 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Quest 10 Wealth Builders, Inc.

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 VOO VANGUARD INDEX FDS 6.84% 7.414 M $ 12108 2024/12/31 565.019 K $ 7.81 %
2025/09/30 IVV ISHARES TR 4.63% 5.027 M $ 7511 2024/12/31 366.049 K $ 7.80 %
2025/09/30 VUG VANGUARD INDEX FDS 4.49% 4.873 M $ 10159 2024/12/31 432.787 K $ 9.40 %
2025/09/30 VTV VANGUARD INDEX FDS 3.66% 3.971 M $ 21295 2024/12/31 213.183 K $ 5.52 %
2025/09/30 IYW ISHARES TR 3.25% 3.529 M $ 18020 2024/12/31 418.750 K $ 13.04 %
2025/09/30 GLD SPDR GOLD TR 3.13% 3.391 M $ 9539 2024/12/31 496.474 K $ 16.61 %
2025/09/30 IWY ISHARES TR 3.07% 3.328 M $ 12161 2024/12/31 313.494 K $ 11.01 %
2025/09/30 SCEC CAPITOL SER TR 2.51% 2.726 M $ 106974 2025/06/30 19.914 K $ 0.83 %
2025/09/30 IJR ISHARES TR 2.35% 2.547 M $ 21433 2024/12/31 206.884 K $ 8.73 %
2025/09/30 IYH ISHARES TR 1.76% 1.911 M $ 32536 2024/12/31 75.143 K $ 3.97 %
2025/09/30 DGRO ISHARES TR 1.73% 1.881 M $ 27627 2024/12/31 119.546 K $ 6.47 %
2025/09/30 IWX ISHARES TR 1.69% 1.829 M $ 20814 2024/12/31 69.224 K $ 4.38 %
2025/09/30 QQQ INVESCO QQQ TR 1.66% 1.802 M $ 3002 2024/12/31 146.092 K $ 8.84 %
2025/09/30 IEMG ISHARES INC 1.65% 1.788 M $ 27117 2024/12/31 151.243 K $ 9.81 %
2025/09/30 AIM ETF PRODUCTS TRUST 1.49% 1.611 M $ 59941 2025/09/30 0.000 $ 0.00 %
2025/09/30 SIXP AIM ETF PRODUCTS TRUST 1.41% 1.525 M $ 49485 2025/06/30 6.044 K $ 5.30 %
2025/09/30 SPLG SPDR SERIES TRUST 1.27% 1.376 M $ 17559 2024/12/31 102.474 K $ 7.77 %
2025/09/30 VTI VANGUARD INDEX FDS 1.21% 1.310 M $ 3992 2024/12/31 96.887 K $ 7.97 %
2025/09/30 NVDA NVIDIA CORPORATION 1.18% 1.277 M $ 6846 2024/12/31 205.933 K $ 18.10 %
2025/09/30 IXUS ISHARES TR 1.13% 1.227 M $ 14854 2024/12/31 79.756 K $ 6.82 %
2025/09/30 XLP SELECT SECTOR SPDR TR 1.10% 1.191 M $ 15198 2024/12/31 -40.541 K $ -3.21 %
2025/09/30 VGSH VANGUARD SCOTTSDALE FDS 1.02% 1.104 M $ 18753 2024/12/31 1.404 K $ 0.12 %
2025/09/30 EFV ISHARES TR 1.00% 1.090 M $ 16062 2024/12/31 65.145 K $ 6.85 %
2025/09/30 PMAY INNOVATOR ETFS TRUST 0.98% 1.067 M $ 27444 2024/12/31 34.163 K $ 2.94 %
2025/09/30 AGG ISHARES TR 0.98% 1.061 M $ 10580 2024/12/31 11.607 K $ 1.06 %
2025/09/30 EFG ISHARES TR 0.95% 1.032 M $ 9065 2024/12/31 16.190 K $ 1.68 %
2025/09/30 DECT AIM ETF PRODUCTS TRUST 0.94% 1.025 M $ 28894 2024/12/31 57.659 K $ 6.20 %
2025/09/30 USRT ISHARES TR 0.94% 1.016 M $ 17308 2024/12/31 37.949 K $ 3.82 %
2025/09/30 IWS ISHARES TR 0.91% 992.331 K $ 7105 2024/12/31 49.329 K $ 5.70 %
2025/09/30 AMZN AMAZON COM INC 0.89% 967.004 K $ 4404 2024/12/31 777.000 $ 0.08 %
2025/09/30 PAPR INNOVATOR ETFS TRUST 0.81% 876.142 K $ 22840 2024/12/31 24.438 K $ 2.87 %
2025/09/30 SEPT AIM ETF PRODUCTS TRUST 0.79% 859.049 K $ 24921 2025/09/30 0.000 $ 0.00 %
2025/09/30 ELEVATION SERIES TRUST 0.79% 855.627 K $ 34725 2024/12/31 -704.000 $ -0.12 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.73% 795.945 K $ 5647 2024/12/31 45.098 K $ 5.73 %
2025/09/30 MINT PIMCO ETF TR 0.71% 768.164 K $ 7629 2024/12/31 1.082 K $ 0.15 %
2025/09/30 PJUN INNOVATOR ETFS TRUST 0.70% 755.141 K $ 18351 2024/12/31 25.040 K $ 3.50 %
2025/09/30 MSFT MICROSOFT CORP 0.69% 745.605 K $ 1440 2024/12/31 29.783 K $ 4.13 %
2025/09/30 ELEVATION SERIES TRUST 0.68% 736.103 K $ 27767 2025/03/31 23.550 K $ 4.91 %
2025/09/30 IDEV ISHARES TR 0.67% 724.039 K $ 9031 2024/12/31 37.512 K $ 5.43 %
2025/09/30 TIP ISHARES TR 0.66% 720.427 K $ 6478 2024/12/31 6.554 K $ 1.07 %
2025/09/30 PDEC INNOVATOR ETFS TRUST 0.66% 715.600 K $ 17030 2024/12/31 34.230 K $ 5.02 %
2025/09/30 AAPL APPLE INC 0.62% 676.179 K $ 2656 2024/12/31 137.746 K $ 24.10 %
2025/09/30 PSEP INNOVATOR ETFS TRUST 0.62% 675.561 K $ 15729 2024/12/31 32.401 K $ 5.04 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.62% 669.877 K $ 5413 2024/12/31 31.929 K $ 4.87 %
2025/09/30 PAUG INNOVATOR ETFS TRUST 0.61% 661.555 K $ 15577 2024/12/31 31.309 K $ 4.97 %
2025/09/30 PJUL INNOVATOR ETFS TRUST 0.61% 658.328 K $ 14437 2024/12/31 25.541 K $ 3.99 %
2025/09/30 PMAR INNOVATOR ETFS TRUST 0.57% 622.512 K $ 14177 2024/12/31 23.817 K $ 3.98 %
2025/09/30 DVY ISHARES TR 0.57% 614.043 K $ 4321 2024/12/31 42.055 K $ 6.99 %
2025/09/30 VB VANGUARD INDEX FDS 0.54% 581.386 K $ 2286 2024/12/31 40.291 K $ 7.30 %
2025/09/30 AIM ETF PRODUCTS TRUST 0.52% 568.697 K $ 19436 2025/03/31 1.548 K $ 6.25 %
2025/09/30 DECW AIM ETF PRODUCTS TRUST 0.51% 557.696 K $ 16905 2024/12/31 23.431 K $ 4.40 %
2025/09/30 BILZ PIMCO ETF TR 0.51% 548.450 K $ 5420 2024/12/31 -38.000 $ -0.01 %
2025/09/30 IWF ISHARES TR 0.48% 520.376 K $ 1111 2024/12/31 49.396 K $ 10.32 %
2025/09/30 FGD FIRST TR EXCHANGE TRADED FD 0.48% 519.254 K $ 18061 2024/12/31 25.203 K $ 4.39 %
2025/09/30 ICLO INVESCO ACTIVELY MANAGED EXC 0.48% 519.140 K $ 20271 2024/12/31 776.000 $ 0.20 %
2025/09/30 WDIV SPDR INDEX SHS FDS 0.48% 516.718 K $ 7108 2024/12/31 16.904 K $ 3.06 %
2025/09/30 GJUL FIRST TR EXCHNG TRADED FD VI 0.47% 511.502 K $ 12611 2025/09/30 0.000 $ 0.00 %
2025/09/30 SEPZ ELEVATION SERIES TRUST 0.47% 509.460 K $ 12034 2025/09/30 0.000 $ 0.00 %
2025/09/30 VTWO VANGUARD SCOTTSDALE FDS 0.47% 508.823 K $ 5202 2024/12/31 35.902 K $ 12.16 %
2025/09/30 PNOV INNOVATOR ETFS TRUST 0.47% 507.009 K $ 12348 2024/12/31 19.015 K $ 3.90 %
2025/09/30 POCT INNOVATOR ETFS TRUST 0.46% 495.434 K $ 11495 2024/12/31 20.691 K $ 4.36 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.44% 473.904 K $ 711 2024/12/31 50.069 K $ 7.82 %
2025/09/30 SPDW SPDR INDEX SHS FDS 0.40% 429.484 K $ 10037 2024/12/31 25.909 K $ 5.68 %
2025/09/30 DIV GLOBAL X FDS 0.34% 368.589 K $ 20836 2024/12/31 2.458 K $ 0.63 %
2025/09/30 SEPW AIM ETF PRODUCTS TRUST 0.32% 351.078 K $ 11179 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOGL ALPHABET INC 0.32% 349.848 K $ 1439 2024/12/31 98.365 K $ 37.94 %
2025/09/30 TSLA TESLA INC 0.32% 348.727 K $ 784 2024/12/31 40.532 K $ 39.98 %
2025/09/30 VNLA JANUS DETROIT STR TR 0.32% 343.897 K $ 6977 2024/12/31 582.000 $ 0.18 %
2025/09/30 SIXF AIM ETF PRODUCTS TRUST 0.29% 314.388 K $ 10109 2025/03/31 14.339 K $ 5.03 %
2025/09/30 HYG ISHARES TR 0.28% 306.752 K $ 3778 2024/12/31 2.062 K $ 0.67 %
2025/09/30 ABBV ABBVIE INC 0.28% 302.759 K $ 1308 2024/12/31 64.058 K $ 24.75 %
2025/09/30 SPAB SPDR SERIES TRUST 0.28% 298.852 K $ 11561 2024/12/31 2.863 K $ 0.98 %
2025/09/30 VGLT VANGUARD SCOTTSDALE FDS 0.26% 284.925 K $ 5011 2024/12/31 3.972 K $ 1.32 %
2025/09/30 AVGO BROADCOM INC 0.26% 279.401 K $ 847 2024/12/31 53.066 K $ 19.69 %
2025/09/30 DIA SPDR DOW JONES INDL AVERAGE 0.25% 276.157 K $ 596 2024/12/31 13.761 K $ 5.24 %
2025/09/30 CVS CVS HEALTH CORP 0.25% 275.963 K $ 3660 2024/12/31 23.608 K $ 9.29 %
2025/09/30 NBOS NEUBERGER BERMAN ETF TRUST 0.25% 274.563 K $ 10222 2024/12/31 9.048 K $ 3.15 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.25% 272.847 K $ 865 2024/12/31 23.325 K $ 8.80 %
2025/09/30 ZTS ZOETIS INC 0.25% 266.010 K $ 1818 2024/12/31 -17.507 K $ -6.18 %
2025/09/30 SPSM SPDR SERIES TRUST 0.24% 262.403 K $ 5665 2024/12/31 22.565 K $ 8.73 %
2025/09/30 IVW ISHARES TR 0.24% 255.661 K $ 2118 2024/12/31 21.962 K $ 9.65 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.24% 255.151 K $ 4258 2024/12/31 12.751 K $ 5.10 %
2025/09/30 IWP ISHARES TR 0.23% 251.683 K $ 1767 2024/12/31 11.122 K $ 2.69 %
2025/09/30 EDIV SPDR INDEX SHS FDS 0.23% 248.912 K $ 6407 2024/12/31 5.052 K $ 1.92 %
2025/09/30 SPXC SPX TECHNOLOGIES INC 0.22% 241.320 K $ 1292 2024/12/31 24.677 K $ 11.39 %
2025/09/30 FNB F N B CORP 0.22% 237.880 K $ 14766 2024/12/31 22.591 K $ 10.49 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.22% 235.150 K $ 1268 2024/12/31 40.837 K $ 21.39 %
2025/09/30 CLOI VANECK ETF TRUST 0.21% 233.109 K $ 4390 2024/12/31 633.000 $ 0.28 %
2025/09/30 NEAR ISHARES U S ETF TR 0.21% 227.822 K $ 4443 2024/12/31 808.000 $ 0.35 %
2025/09/30 VGT VANGUARD WORLD FD 0.21% 223.989 K $ 300 2024/12/31 26.171 K $ 12.57 %
2025/09/30 CVX CHEVRON CORP NEW 0.21% 223.139 K $ 1437 2024/12/31 17.871 K $ 8.45 %
2025/09/30 ANGL VANECK ETF TRUST 0.20% 220.311 K $ 7410 2024/12/31 3.585 K $ 1.54 %
2025/09/30 ITOT ISHARES TR 0.19% 201.871 K $ 1386 2024/12/31 14.705 K $ 7.86 %
2025/09/30 PJAN INNOVATOR ETFS TRUST 0.18% 197.331 K $ 4309 2024/12/31 9.665 K $ 3.97 %
2025/09/30 JANW AIM ETF PRODUCTS TRUST 0.17% 188.217 K $ 5208 2024/12/31 21.066 K $ 3.46 %
2025/09/30 PFEB INNOVATOR ETFS TRUST 0.17% 186.305 K $ 4694 2024/12/31 7.885 K $ 4.42 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.17% 182.988 K $ 198 2024/12/31 -14.276 K $ -6.51 %
2025/09/30 IYF ISHARES TR 0.16% 173.370 K $ 1369 2024/12/31 8.633 K $ 4.67 %
2025/09/30 FEX FIRST TR EXCHANGE-TRADED ALP 0.16% 170.208 K $ 1457 2024/12/31 9.995 K $ 6.24 %
2025/09/30 TUA SIMPLIFY EXCHANGE TRADED FUN 0.16% 169.055 K $ 7730 2024/12/31 -1.179 K $ -0.73 %