BG

Benedetti & Gucer, Inc.

13F
Benedetti & Gucer, Inc.
Last update 2024-05-07 142 Stocks (12 new)
Value $200.00 Mil Turnover 6 %
Countries:
Top Holdings: IVV(18.67%)SHY(6.59%)NVDA(5.19%)RAAX(4.87%)TLH(4.04%)
Summary Stock Picks Current Portfolio
Benedetti & Gucer, Inc. Top Holdings of 2024-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
70,949
37,300.0
-10.73%
18.670
-2.16%
-
+19.72%
+7.85%
634,780.4
 
SHY
iShares 1-3 Year Treasury Bond ETF
160,974
13,170.0
+26.01%
6.590
+1.36%
-
+0.61%
+2.55%
23,689.8
 
NVDA
NVIDIA Corp
114,820
10,370.0
-1.40%
5.190
-0.04%
0.000
+70.47%
+28.85%
4,219,047.4
Semiconductors
RAAX
VanEck Inflation Allocation ETF
359,046
9,730.0
+7.85%
4.870
+0.35%
-
+7.53%
+13.33%
133.4
 
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
76,835
8,070.0
+9.56%
4.040
+0.35%
-
-0.88%
+1.11%
11,256.8
 
HDV
iShares Core High Dividend ETF
67,482
7,440.0
+25.90%
3.720
+0.77%
-
+6.33%
+8.09%
11,207.9
 
VO
Vanguard Mid-Cap ETF
24,219
6,050.0
+3.63%
3.030
+0.11%
-
+15.78%
+8.20%
80,175.4
 
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
85,026
4,900.0
+6.61%
2.450
+0.15%
-
+19.30%
+16.97%
13,816.3
 
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
65,457
4,200.0
-0.37%
2.100
-0.01%
-
+19.42%
+7.32%
10,701.9
 
DGRO
iShares Core Dividend Growth ETF
64,280
3,730.0
+3.65%
1.870
+0.07%
-
+12.09%
+6.92%
32,515.1
 

Benedetti & Gucer, Inc.'s Historical Top Holdings Breakdowns

Benedetti & Gucer, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2024-03-31
Reduce
Reduce
-2.16%
●
469.56 ($500.36) 525.73
$630.93
26.10%
Reduce -10.73%
70,949
-8,526
SHY
iShares 1-3 Year Treasury Bond ETF
2024-03-31
Add
Add
+1.36%
●
81.49 ($81.84) 82.34
$82.46
0.76%
Add 26.01%
160,974
33,229
TSLA
Tesla Inc
2024-03-31
Reduce
Reduce
-0.92%
●
162.5 ($195.37) 248.42
$319.41
63.49%
Reduce -40.6%
10,188
-6,964
GBTC
Grayscale Bitcoin Trust
2024-03-31
Reduce
Reduce
-0.81%
●
34.88 ($47.47) 65.58
$93.66
97.30%
Reduce -61.19%
27,897
-43,981
HDV
iShares Core High Dividend ETF
2024-03-31
Add
Add
+0.77%
●
101.8 ($105.12) 110.21
$119.61
13.78%
Add 25.9%
67,482
13,881
ETHE
Grayscale Ethereum Trust (ETH) Units
Grayscale Ethereum Trust (ETH) Units
2024-03-31
Reduce
Reduce
-0.65%
●
17.51 ($23.94) 34.49
$28.26
18.05%
Reduce -53.68%
54,629
-63,299
BITB
Bitwise Bitcoin ETF Beneficial Interest
Bitwise Bitcoin ETF Beneficial Interest
2024-03-31
New Buy
New Buy
+0.54%
●
21.39 ($29.84) 40.16
$64.76
117.02%
New holding
27,516
27,516
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2024-03-31
Add
Add
+0.35%
●
102.54 ($104.74) 108.16
$98.66
-5.80%
Add 9.56%
76,835
6,706
RAAX
VanEck Inflation Allocation ETF
2024-03-31
Add
Add
+0.35%
●
24.47 ($25.46) 27.1
$31.95
25.49%
Add 7.85%
359,046
26,149
SMCI
Super Micro Computer Inc
2024-03-31
New Buy
New Buy
+0.29%
●
28.06 ($73.27) 118.81
$52.75
-28.01%
New holding
5,770
577

Benedetti & Gucer, Inc. Total Holding History ($B)

To

Benedetti & Gucer, Inc.'s Asset Allocation

To

Benedetti & Gucer, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Benedetti & Gucer, Inc.'s Hypothetical Growth since 2024-03-31

Benedetti & Gucer, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Benedetti & Gucer, Inc.'s Holdings Heat Map

Size field:

Benedetti & Gucer, Inc.'s Holdings Bubble Chart

Benedetti & Gucer, Inc. News

  • 1

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