$111 Million is the total value of Benedetti & Gucer, Inc.'s 95 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CZBS | CITIZENS BANCSHARES CORPORATION | $800,000 | +3.5% | 67,295 | 0.0% | 0.72% | +1.1% | |
| XOM | EXXON MOBIL CORPORATION | $546,000 | +13.0% | 8,658 | 0.0% | 0.49% | +10.4% | |
| SPMD | SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETFetf | $376,000 | +3.3% | 7,958 | 0.0% | 0.34% | +0.9% | |
| VYM | VANGUARD HIGH DIV YLD ETFetf | $337,000 | +3.7% | 3,221 | 0.0% | 0.30% | +1.3% | |
| SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $304,000 | +1.7% | 8,273 | 0.0% | 0.27% | -0.7% | |
| AMP | AMERIPRISE FINL INCORPORATED | $286,000 | +7.5% | 1,148 | 0.0% | 0.26% | +4.9% | |
| SPSB | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $274,000 | 0.0% | 8,764 | 0.0% | 0.25% | -2.4% | |
| PCAR | PACCAR INCORPORATED | $216,000 | -4.0% | 2,426 | 0.0% | 0.19% | -6.3% | |
| PMCB | PHARMACYTE BIOTECH INCORPORATED | $1,000 | 0.0% | 74,612 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-06
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.