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Wealthquest Portfolio holdings

AUM $1.59B
1-Year Est. Return 18.1%
This Fund
S&P 500
This Quarter Est. Return
+5.11%
1 Year Est. Return
+18.1%
3 Year Est. Return
+52.09%
5 Year Est. Return
+52.9%
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$197M
Cap. Flow
+$306M
Cap. Flow %
27%
Top 10 Hldgs %
72.37%
Holding
143
New
21
Increased
36
Reduced
46
Closed
12

Sector Composition

Rank Sector Weight
1 Financials 4.67%
2 Consumer Staples 2.96%
3 Technology 1.74%
4 Healthcare 1.08%
5 Energy 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVOG icon
126
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.64B
$201K 0.02%
+1,760
New +$196K
DNP icon
127
DNP Select Income Fund
DNP
$4.15B
$180K 0.02%
+18,100
New +$165K
WBA
128
DELISTED
Walgreens Boots Alliance
WBA
$130K 0.01%
+14,885
New +$153K
CODA icon
129
Coda Octopus Group
CODA
$113M
$108K 0.01%
+14,603
New +$102K
FIRY
130
Firy Inc
FIRY
$130M
$68K 0.01%
+12,100
New +$74.7K
GRDI
131
DELISTED
GRIID Infrastructure Inc. Common Stock
GRDI
$12.5K ﹤0.01%
+16,404
New +$16.4K
AMD icon
132
Advanced Micro Devices
AMD
$807B
-1,245
Closed -$202K
BA icon
133
Boeing
BA
$167B
-1,881
Closed -$342K
CHKP icon
134
Check Point Software Technologies
CHKP
$13.6B
-1,389
Closed -$229K
COKE icon
135
Coca-Cola Consolidated
COKE
$12.4B
-59,770
Closed -$380K
ETN icon
136
Eaton
ETN
$155B
-844
Closed -$265K
LCNB icon
137
LCNB Corp
LCNB
$290M
-19,767
Closed -$275K
MSTR icon
138
Strategy Inc
MSTR
$36B
-2,000
Closed -$275K
SO icon
139
Southern Company
SO
$109B
-2,865
Closed -$222K
WFC icon
140
Wells Fargo
WFC
$264B
-3,548
Closed -$211K
PSA.A.CL
141
DELISTED
PUB STR DP SH INC(RP1/1000SR A EQT MD
PSA.A.CL
-26,095
Closed -$1.04M

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Wealthquest's Q3 2024 Portfolio in Review

As of Q3 2024, Wealthquest held 143 positions worth $1.14B, up 21% from $938M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Wealthquest deployed $306M of net new capital in Q3 2024, opening 21 new positions and adding to 36 existing holdings. Its largest new stake was Dimensional US Large Cap Vector ETF: 1,324,426 shares worth $86.6M.

By sector, the portfolio is most concentrated in Financials at 4.7% of assets, down from 5.1% a quarter earlier, followed by Consumer Staples and Technology.

On the sell side, the largest reduction was US Treasury 6 Month Bill ETF, an estimated $27.1M trimmed.

  • Wealthquest's largest Q3 2024 buy was Dimensional US Large Cap Vector ETF: 1,324,426 shares worth $86.6M.
  • Wealthquest added most to Vanguard Large-Cap ETF in Q3 2024, an estimated $164M increase.
  • Wealthquest's biggest Q3 2024 reduction was US Treasury 6 Month Bill ETF, cutting an estimated $27.1M.
  • Wealthquest fully exited PUB STR DP SH INC(RP1/1000SR A EQT MD in Q3 2024, selling an estimated $1.04M.
  • Wealthquest's ten largest holdings make up 72% of its $1.14B portfolio in Q3 2024.
  • Wealthquest opened 21 new positions and closed 12 in Q3 2024.
  • Wealthquest's portfolio value rose 21% quarter-over-quarter to $1.14B.

Based on Wealthquest's 13F filing for Q3 2024, filed 21 Nov 2024.