News + Filings Holdings
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Wealthquest Corp
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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CIVISTA BANCSHARES, INC.
| CIVB | COM | 90,759 | 90,759 | 1,579,206,000 | 1,579,206,000 | 0.19 | 0.58 |
Hist
| 06/30/2023 |
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PUBLIC STORAGE INC /CA
| PSA/A | Common | 25,095 | 25,095 | 829,138,000 | 829,138,000 | 0.10 | |
Hist
| 06/30/2023 |
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VERIZON COMMUNICATIONS INC
| VZ | Common | 8,202 | 8,202 | 305,032,000 | 305,032,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
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COMCAST CORP
| CMCSA | Common | 6,372 | 6,372 | 264,756,000 | 264,756,000 | 0.03 | 0.00 |
Hist
| 06/30/2023 |
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ORACLE CORP
| ORCL | Common | 2,094 | 2,094 | 249,448,000 | 249,448,000 | 0.03 | 0.00 |
Hist
| 06/30/2023 |
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ADOBE INC.
| ADBE | Common | 448 | 448 | 219,067,000 | 219,067,000 | 0.03 | 0.00 |
Hist
| 06/30/2023 |
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Woodward, Inc.
| WWD | Common | 1,802 | 1,802 | 214,275,000 | 214,275,000 | 0.03 | 0.00 |
Hist
| 06/30/2023 |
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PARKER HANNIFIN CORP
| PH | Common | 528 | 528 | 205,941,000 | 205,941,000 | 0.02 | 0.00 |
Hist
| 06/30/2023 |
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CHECK POINT SOFTWARE TECHNOLOGIES LTD
| CHKP | common | 1,596 | 1,596 | 200,489,000 | 200,489,000 | 0.02 | |
Hist
| 06/30/2023 |
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Mastercard Inc
| MA | CL A | 509 | 509 | 200,189,000 | 200,189,000 | 0.02 | 0.00 |
Hist
| 06/30/2023 |
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