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| Name: |
Wealthquest Corp |
| City: |
CINCINNATI |
| State: |
OH |
| Zip: |
45241 |
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data |
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| Holdings
Found :
7 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
XLK |
SPDR Technology Sector |
78 |
New |
$227.67 |
$433,000 |
2,077 |
0.05% |
433,000 |
2,077 |
0.001 |
Closed - End Fund - E... |
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MSTR |
Microstrategy Inc |
90 |
New |
$1,495.54 |
$341,000 |
200 |
0.04% |
341,000 |
200 |
0.001 |
Business Software & S... |
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VGT |
Vanguard I T VIPERS |
105 |
New |
$579.41 |
$288,000 |
549 |
0.03% |
288,000 |
549 |
0 |
Closed - End Fund - E... |
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WFC |
Wells Fargo & Co |
125 |
New |
$57.40 |
$209,000 |
3,609 |
0.02% |
209,000 |
3,609 |
0 |
Domestic Money Center... |
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CSX |
CSX Corp |
128 |
New |
$32.18 |
$205,000 |
5,536 |
0.02% |
205,000 |
5,536 |
0 |
Railroads |
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TJX |
TJX Companies Inc |
127 |
New |
$108.50 |
$205,000 |
2,025 |
0.02% |
205,000 |
2,025 |
0 |
Discount, Variety Stores |
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BLK |
BlackRock Inc A |
129 |
New |
$769.33 |
$201,000 |
241 |
0.02% |
201,000 |
241 |
0 |
Investment Brokerage ... |
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