Benedetti & Gucer, Inc. Top Holdings and 13F Report (2024)

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About Benedetti & Gucer, Inc.

Investment Activity

Benedetti & Gucer, Inc. has $201.34 thousand in total holdings as of March 31, 2024.
Benedetti & Gucer, Inc. owns shares of 143 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
Approximately 6.33% of the portfolio was purchased this quarter.
About 1,100.12% of the portfolio was sold this quarter.
This quarter, Benedetti & Gucer, Inc. has purchased 141 new stocks and bought additional shares in 33 stocks.
Benedetti & Gucer, Inc. sold shares of 86 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $37,300
iShares 1-3 Year Treasury Bond ETF: $13,165
NVIDIA: $10,374
VanEck Inflation Allocation ETF: $9,730
iShares 10-20 Year Treasury Bond ETF: $8,070

Largest New Holdings this Quarter

BITWISE BITCOIN ETF TRUST: $1,065 Holding
Super Micro Computer: $583 Holding
CrowdStrike: $352 Holding
Advanced Micro Devices: $338 Holding
W. P. Carey: $323 Holding

Largest Purchases this Quarter

iShares 1-3 Year Treasury Bond ETF: 33,229 shares (about $2.72K)
iShares Core High Dividend ETF: 13,881 shares (about $1.53K)
BITWISE BITCOIN ETF TRUST: 27,516 shares (about $1.07K)
VanEck Inflation Allocation ETF: 26,149 shares (about $708.63)
iShares 10-20 Year Treasury Bond ETF: 6,706 shares (about $704.33)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 8,526 shares (about $4.48K)
GRAYSCALE BITCOIN TR BTC: 43,981 shares (about $2.78K)
Grayscale Ethereum Trust (ETH): 63,299 shares (about $1.66K)
BITWISE 10 CRYPTO INDEX FD UNIT BENEFICIAL: 48,267 shares (about $1.64K)
Tesla: 6,964 shares (about $1.22K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$37,300	$4,482 ▼	-10.7%	70,949	18.5%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$13,165	$2,718 ▲	26.0%	160,974	6.5%	Manufacturing
NVDA NVIDIA	$10,374	$147 ▼	-1.4%	11,482	5.2%	Computer and Technology
RAAX VanEck Inflation Allocation ETF	$9,730	$709 ▲	7.9%	359,046	4.8%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$8,070	$704 ▲	9.6%	76,835	4.0%	ETF
HDV iShares Core High Dividend ETF	$7,437	$1,530 ▲	25.9%	67,482	3.7%	ETF
VO Vanguard Mid-Cap ETF	$6,051	$212 ▲	3.6%	24,219	3.0%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$4,895	$304 ▲	6.6%	85,026	2.4%	Manufacturing
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$4,199	$16 ▼	-0.4%	65,457	2.1%	ETF
DGRO iShares Core Dividend Growth ETF	$3,732	$132 ▲	3.7%	64,280	1.9%	ETF
MSFT Microsoft	$3,472	$74 ▼	-2.1%	8,252	1.7%	Computer and Technology
VB Vanguard Small-Cap ETF	$3,459	$103 ▲	3.1%	15,131	1.7%	ETF
AAPL Apple	$3,396	$321 ▼	-8.6%	19,804	1.7%	Computer and Technology
IUSG iShares Core S&P U.S. Growth ETF	$3,010	$36 ▲	1.2%	25,682	1.5%	Manufacturing
COST Costco Wholesale	$3,000	$4 ▲	0.1%	4,094	1.5%	Retail/Wholesale
NOBL ProShares S&P 500 Aristocrats ETF	$2,917	$434 ▼	-13.0%	28,761	1.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$2,592	$131 ▲	5.3%	34,934	1.3%	ETF
LLY Eli Lilly and Company	$2,500	$121 ▲	5.1%	3,214	1.2%	Medical
DIS Walt Disney	$1,925	$125 ▼	-6.1%	15,730	1.0%	Consumer Discretionary
KMI Kinder Morgan	$1,832	$85 ▼	-4.4%	99,916	0.9%	Oils/Energy
TSLA Tesla	$1,791	$1,224 ▼	-40.6%	10,188	0.9%	Auto/Tires/Trucks
GRAYSCALE BITCOIN TR BTC	$1,762	$2,778 ▼	-61.2%	27,897	0.9%	SHS REP COM UT
BITWISE 10 CRYPTO INDEX FD UNIT BENEFICIAL	$1,641	$1,643 ▼	-50.0%	48,221	0.8%	COM
EFG iShares MSCI EAFE Growth ETF	$1,582	$24 ▲	1.5%	15,243	0.8%	ETF
META Meta Platforms	$1,570	$241 ▲	18.1%	3,233	0.8%	Computer and Technology
PG Procter & Gamble	$1,510	$134 ▼	-8.1%	9,309	0.7%	Consumer Staples
ETHE Grayscale Ethereum Trust (ETH)	$1,429	$1,656 ▼	-53.7%	54,629	0.7%	Miscellaneous
FDVV Fidelity High Dividend ETF	$1,369	$211 ▼	-13.4%	30,209	0.7%	ETF
AMZN Amazon.com	$1,366	$333 ▼	-19.6%	7,575	0.7%	Retail/Wholesale
XOM Exxon Mobil	$1,300	$291 ▼	-18.3%	11,182	0.6%	Oils/Energy
CMG Chipotle Mexican Grill	$1,288	$55 ▲	4.5%	443	0.6%	Retail/Wholesale
EFV iShares MSCI EAFE Value ETF	$1,246	$66 ▲	5.6%	22,904	0.6%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,212	$236 ▲	24.2%	12,379	0.6%	Finance
PCAR PACCAR	$1,208	$22 ▲	1.9%	9,752	0.6%	Auto/Tires/Trucks
QDEF FlexShares Quality Dividend Defensive Index Fund	$1,128	$212 ▼	-15.8%	17,564	0.6%	ETF
BITWISE BITCOIN ETF TRUST	$1,065	$1,065 ▲	New Holding	27,516	0.5%	COM
CVX Chevron	$1,023	$424 ▼	-29.3%	6,483	0.5%	Oils/Energy
EPD Enterprise Products Partners	$973	$53 ▼	-5.2%	33,342	0.5%	Oils/Energy
JPM JPMorgan Chase & Co.	$956	$167 ▼	-14.9%	4,774	0.5%	Finance
GOOG Alphabet	$952	$84 ▼	-8.1%	6,253	0.5%	Computer and Technology
GUNR FlexShares Global Upstream Natural Resources Index Fund	$951	$181 ▼	-16.0%	23,148	0.5%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$936	$55 ▲	6.2%	14,772	0.5%	ETF
QLV FlexShares US Quality Low Volatility Index Fund	$903	$67 ▼	-6.9%	14,819	0.4%	ETF
HD Home Depot	$879	$54 ▼	-5.8%	2,291	0.4%	Retail/Wholesale
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF	$822	$214 ▼	-20.6%	10,468	0.4%	ETF
COWZ Pacer US Cash Cows 100 ETF	$819	$50 ▲	6.5%	14,090	0.4%	ETF
BMY Bristol-Myers Squibb	$795	$260 ▼	-24.6%	14,668	0.4%	Medical
BAC Bank of America	$766	$242 ▼	-24.0%	20,191	0.4%	Finance
WMB Williams Companies	$766	$14 ▼	-1.8%	19,651	0.4%	Oils/Energy
CLOI VanEck CLO ETF	$761	$113 ▼	-12.9%	14,402	0.4%	ETF
ALL Allstate	$755	$9 ▼	-1.1%	4,364	0.4%	Finance
GE General Electric	$687	$242 ▼	-26.0%	3,916	0.3%	Transportation
NVR NVR	$640	$32 ▲	5.3%	79	0.3%	Construction
FLOT iShares Floating Rate Bond ETF	$635	$118 ▼	-15.7%	12,440	0.3%	ETF
AFL Aflac	$633	$9 ▲	1.5%	7,363	0.3%	Finance
GOOGL Alphabet	$627	$125 ▼	-16.7%	4,154	0.3%	Computer and Technology
SKX Skechers U.S.A.	$622	$104 ▼	-14.3%	10,148	0.3%	Consumer Discretionary
VTRS Viatris	$612	$8 ▼	-1.4%	51,229	0.3%	Medical
CAG Conagra Brands	$609	$3 ▲	0.5%	20,549	0.3%	Consumer Staples
SMCI Super Micro Computer	$583	$583 ▲	New Holding	577	0.3%	Computer and Technology
PFE Pfizer	$575	$37 ▼	-6.1%	20,719	0.3%	Medical
VV Vanguard Large-Cap ETF	$565		0.0%	2,355	0.3%	ETF
AXP American Express	$554		0.0%	2,432	0.3%	Finance
MRO Marathon Oil	$548	$9 ▼	-1.5%	19,340	0.3%	Oils/Energy
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$534	$38 ▼	-6.7%	17,939	0.3%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$531	$1 ▲	0.2%	9,945	0.3%	ETF
T AT&T	$531	$280 ▼	-34.5%	30,168	0.3%	Computer and Technology
ADM Archer-Daniels-Midland	$525	$8 ▼	-1.4%	8,360	0.3%	Consumer Staples
AMP Ameriprise Financial	$512		0.0%	1,167	0.3%	Finance
SMH VanEck Semiconductor ETF	$508	$81 ▲	19.0%	2,259	0.3%	Manufacturing
DUK Duke Energy	$499	$97 ▼	-16.2%	5,155	0.2%	Utilities
SSBI Summit State Bank	$492	$34 ▼	-6.4%	45,321	0.2%	Finance
BND Vanguard Total Bond Market ETF	$480	$286 ▼	-37.3%	6,603	0.2%	ETF
CAT Caterpillar	$476	$34 ▼	-6.6%	1,299	0.2%	Industrial Products
KR Kroger	$465	$57 ▼	-10.9%	8,146	0.2%	Retail/Wholesale
KHC Kraft Heinz	$464	$14 ▼	-2.9%	12,586	0.2%	Consumer Staples
WMT Walmart	$442	$287 ▲	185.0%	7,338	0.2%	Retail/Wholesale
KEY KeyCorp	$440	$16 ▼	-3.5%	27,850	0.2%	Finance
JNJ Johnson & Johnson	$438	$30 ▼	-6.3%	2,767	0.2%	Medical
QCOM QUALCOMM	$431	$124 ▼	-22.4%	2,547	0.2%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$410	$312 ▲	320.3%	6,738	0.2%	ETF
NFLX Netflix	$407	$133 ▲	48.6%	670	0.2%	Consumer Discretionary
TLT iShares 20+ Year Treasury Bond ETF	$394	$55 ▼	-12.3%	4,164	0.2%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$390	$40 ▼	-9.3%	4,125	0.2%	ETF
USB U.S. Bancorp	$389	$13 ▼	-3.3%	8,696	0.2%	Finance
V Visa	$386		0.0%	1,382	0.2%	Business Services
CSCO Cisco Systems	$383	$156 ▼	-28.9%	7,670	0.2%	Computer and Technology
SPYG SPDR Portfolio S&P 500 Growth ETF	$382	$23 ▼	-5.6%	5,216	0.2%	ETF
OGN Organon & Co.	$381	$13 ▲	3.4%	20,245	0.2%	Medical
VYM Vanguard High Dividend Yield ETF	$380	$61 ▼	-13.8%	3,137	0.2%	ETF
XLE Energy Select Sector SPDR Fund	$379	$143 ▼	-27.4%	4,015	0.2%	ETF
KO Coca-Cola	$374	$132 ▼	-26.1%	6,118	0.2%	Consumer Staples
XLG Invesco S&P 500 Top 50 ETF	$372	$15 ▼	-3.8%	8,827	0.2%	ETF
IAU iShares Gold Trust	$367	$119 ▼	-24.5%	8,725	0.2%	Finance
CRWD CrowdStrike	$352	$352 ▲	New Holding	1,099	0.2%	Computer and Technology
IBM International Business Machines	$350	$118 ▼	-25.3%	1,832	0.2%	Computer and Technology
VTV Vanguard Value ETF	$343	$17 ▼	-4.8%	2,108	0.2%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$341	$5 ▼	-1.5%	2,956	0.2%	ETF
AVGO Broadcom	$341	$50 ▼	-12.9%	257	0.2%	Computer and Technology
AMD Advanced Micro Devices	$338	$338 ▲	New Holding	1,872	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Benedetti & Gucer, Inc. Top Holdings and 13F Report (2024)

About Benedetti & Gucer, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

About MarketBeat

MarketBeat Products

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Terms & Info

Benedetti & Gucer, Inc. Top Holdings and 13F Report (2024)

About Benedetti & Gucer, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBenedetti & Gucer, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information