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  Name: Wealthquest Corp
  City: CINCINNATI
  State: OH
  Zip: 45241
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $938,373,000
  Total Value Change : $5,197,000
  Securities Held Change : -9
   
All Securities Held : 122
  New Positions : 2
  Closed Positions : 11
  Increased Positions : 33
  Unchanged Positions : 39
  Decreased Positions : 48

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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (TXN)1 Year Chart         TXN Texas Instruments Inc 116 New $209.26 $224,000 1,153 0.02% 224,000 1,153 0    Semiconductor- Broad...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 120 New $167.49 $202,000 1,245 0.02% 202,000 1,245 0    Semiconductor- Broad...

      2 Records Found
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