BG
| |
Benedetti & Gucer, Inc.13F | |
| Benedetti & Gucer, Inc. | |
| Last update 2024-05-07 | 142 Stocks (12 new) |
| Value $200.00 Mil | Turnover 6 % |
Benedetti & Gucer, Inc. Top Holdings of 2024-03-31
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| 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% | - | +6.02% | +4.18% | 585,499.6 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 160,974 | 13,170.0 | +26.01% | 6.590 | +1.36% | - | +1.29% | +2.54% | 23,970.5 | ||
NVDA | NVIDIA Corp | 114,820 | 10,370.0 | -1.40% | 5.190 | -0.04% | 0.000 | +21.83% | +10.15% | 3,606,919.7 | Semiconductors | |
RAAX | VanEck Inflation Allocation ETF | 359,046 | 9,730.0 | +7.85% | 4.870 | +0.35% | - | +3.17% | +11.08% | 131.5 | ||
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% | - | -0.56% | +3.01% | 11,398.6 | ||
HDV | iShares Core High Dividend ETF | 67,482 | 7,440.0 | +25.90% | 3.720 | +0.77% | - | -1.30% | +5.39% | 10,956.4 | ||
VO | Vanguard Mid-Cap ETF | 24,219 | 6,050.0 | +3.63% | 3.030 | +0.11% | - | +5.18% | +5.64% | 76,326.2 | ||
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% | - | +11.58% | +13.67% | 13,705.4 | ||
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% | - | +5.67% | +3.65% | 10,357.3 | ||
DGRO | iShares Core Dividend Growth ETF | 64,280 | 3,730.0 | +3.65% | 1.870 | +0.07% | - | +2.25% | +4.14% | 32,285.8 |
Benedetti & Gucer, Inc.'s Historical Top Holdings Breakdowns
Benedetti & Gucer, Inc.'s Top Stock Picks
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| 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 | $609.51 | 21.81% | 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 | $82.72 | 1.07% | Add 26.01% | 160,974 | 33,229 | |
TSLA | Tesla Inc | 2024-03-31 | Reduce Reduce | -0.92% | 162.5 ($195.37) 248.42 | $340.47 | 74.27% | Reduce -40.6% | 10,188 | -6,964 | |
GBTC | Grayscale Bitcoin Trust | 2024-03-31 | Reduce Reduce | -0.81% | 34.88 ($47.47) 65.58 | $83.24 | 75.35% | 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 | $116.62 | 10.94% | 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 | $20.15 | -15.83% | 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 | $57.49 | 92.66% | 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 | $100.87 | -3.69% | 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 | $31.31 | 22.99% | 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 | $42.84 | -41.53% | New holding | 5,770 | 577 |
Benedetti & Gucer, Inc. Total Holding History ($B)
Benedetti & Gucer, Inc.'s Asset Allocation
Benedetti & Gucer, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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Benedetti & Gucer, Inc.'s Holdings Bubble Chart
Benedetti & Gucer, Inc. News
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