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 | 11 | Q3 2023 | 42.4% |
FIRST TST VALUE LI SHS ETF | 11 | Q3 2023 | 7.7% |
TESLA INCORPORATED | 11 | Q3 2023 | 4.2% |
VANGUARD MID-CAP ETF | 11 | Q3 2023 | 3.2% |
APPLE INCORPORATED | 11 | Q3 2023 | 4.8% |
SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF | 11 | Q3 2023 | 3.0% |
ISHARES TRUST CORE DIV GRWTH ETF | 11 | Q3 2023 | 2.8% |
NVIDIA CORPORATION | 11 | Q3 2023 | 2.6% |
VANGUARD SMALL CP ETF | 11 | Q3 2023 | 2.2% |
UNITED PARCEL SERVICE INCORPORATED CLASS B | 11 | Q3 2023 | 2.4% |
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.