Quest 10 Wealth Builders, Inc.
Top Portfolio Positions
404 positions ·
$24,188,173 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
7,314 | $3,147,140 | 13.01% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,972 | $1,715,378 | 7.09% | |
| NVDA |
Nvidia Corp
Technology
|
7,041 | $1,227,949 | 5.08% | |
| AAPL |
Apple Inc.
Technology
|
4,040 | $1,025,310 | 4.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,564 | $950,543 | 3.93% | |
| MSFT |
Microsoft Corp
Technology
|
2,356 | $872,119 | 3.61% | |
| GLDM |
World Gold Trust
|
8,100 | $750,789 | 3.10% | |
| DUK |
Duke Energy CORP
Utilities
|
5,249 | $687,304 | 2.84% | |
| JNJ |
Johnson & Johnson
Healthcare
|
2,265 | $553,656 | 2.29% | |
| SPY |
Spdr S&P 500 ETF Trust
|
822 | $534,579 | 2.21% |
Portfolio Trend
6 quarters · across all stocks
Holdings in BMO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $541 | 4 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $778 | 6 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,042 | 8 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $995 | 9 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $859 | 9 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $873 | 9 | Shares | Other | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||