Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Benedetti & Gucer, Inc. (CIK 1859474) reported $201.3M across 143 reported positions in its SEC 13F filing for 2024-03-31. Largest positions: IVV ($37.3M, 18.53%), SHY ($13.2M, 6.54%), NVDA ($10.4M, 5.15%), RAAX ($9.7M, 4.83%), TLH ($8.1M, 4.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $37.3M | 18.53% | 70,949 | Trimmed |
| 2 | SHY | ISHARES TR | $13.2M | 6.54% | 160,974 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $10.4M | 5.15% | 11,482 | Trimmed |
| 4 | RAAX | VANECK ETF TRUST | $9.7M | 4.83% | 359,046 | Added |
| 5 | TLH | ISHARES TR | $8.1M | 4.01% | 76,835 | Added |
| 6 | HDV | ISHARES TR | $7.4M | 3.69% | 67,482 | Added |
| 7 | VO | VANGUARD INDEX FDS | $6.1M | 3.01% | 24,219 | Added |
| 8 | EMXC | ISHARES INC | $4.9M | 2.43% | 85,026 | Added |
| 9 | SPTM | SPDR SER TR | $4.2M | 2.09% | 65,457 | Trimmed |
| 10 | DGRO | ISHARES TR | $3.7M | 1.85% | 64,280 | Added |
| 11 | VB | VANGUARD INDEX FDS | $3.5M | 1.72% | 15,131 | Added |
| 12 | MSFT | MICROSOFT CORPORATION | $3.5M | 1.72% | 8,252 | Trimmed |
| 13 | AAPL | APPLE INCORPORATED | $3.4M | 1.69% | 19,804 | Trimmed |
| 14 | IUSG | ISHARES TR | $3.0M | 1.49% | 25,682 | Added |
| 15 | COST | COSTCO WHSL CORP NEW | $3.0M | 1.49% | 4,094 | Added |
| 16 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $2.9M | 1.45% | 28,761 | Trimmed |
| 17 | IEFA | ISHARES TR | $2.6M | 1.29% | 34,934 | Added |
| 18 | LLY | ELI LILLY & COMPANY | $2.5M | 1.24% | 3,214 | Added |
| 19 | DIS | DISNEY WALT COMPANY | $1.9M | 0.96% | 15,730 | Trimmed |
| 20 | KMI | KINDER MORGAN INCORPORATED DEL | $1.8M | 0.91% | 99,916 | Trimmed |
| 21 | TSLA | TESLA INCORPORATED | $1.8M | 0.89% | 10,188 | Trimmed |
| 22 | GBTC | GRAYSCALE BITCOIN TR BTC | $1.8M | 0.88% | 27,897 | Trimmed |
| 23 | BITW | BITWISE 10 CRYPTO INDEX FD UNIT BENEFICIAL | $1.6M | 0.82% | 48,221 | Trimmed |
| 24 | EFG | ISHARES TR | $1.6M | 0.79% | 15,243 | Added |
| 25 | META | META PLATFORMS INCORPORATED CLASS A | $1.6M | 0.78% | 3,233 | Added |
Source: SEC Form 13F filings · as of 2024-03-31