Quest 10 Wealth Builders, Inc.

Q4 2024 13F Holdings

  • Location
    fuquay-varina, VA
  • Num holdings

    855

  • Value ($000)

    $100,514

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0002035215
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$6.21M
6 %

11,522

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$3.74M
4 %

9,109

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$3.31M
3 %

19,539

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$2.86M
3 %

4,850

IWY
IWY

ISHARES TR

RUS TP200 GR ETF
464289438
$2.68M
3 %

11,379

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$2.31M
2 %

9,523

IYW
IYW

ISHARES TR

U.S. TECH ETF
464287721
$1.85M
2 %

11,589

IVV
IVV

ISHARES CORE S&P 500 ETF IV

UIE
464287200
$1.76M
2 %

2,998

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$1.61M
2 %

13,959

VGSH
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$1.50M
2 %

25,791

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