| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TRUST CORE S&P500 ETF | 13 | Q1 2024 | 42.4% |
| TESLA INCORPORATED | 13 | Q1 2024 | 4.2% |
| VANGUARD MID-CAP ETF | 13 | Q1 2024 | 3.2% |
| APPLE INCORPORATED | 13 | Q1 2024 | 4.8% |
| SPDR SER TR | 13 | Q1 2024 | 3.0% |
| NVIDIA CORPORATION | 13 | Q1 2024 | 5.2% |
| ISHARES TRUST CORE DIV GRWTH ETF | 13 | Q1 2024 | 2.8% |
| VANGUARD SMALL CP ETF | 13 | Q1 2024 | 2.2% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 13 | Q1 2024 | 2.1% |
| ISHARES TRUST CORE S&P US GWT ETF | 13 | Q1 2024 | 2.3% |
View Benedetti & Gucer, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-23 |
| 13F-HR/A | 2022-10-27 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-22 |
View Benedetti & Gucer, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.