Institutional Manager · CIK 0001859474
Benedetti & Gucer, Inc.
ATLANTA, GA · File #028-21157
Latest AUM
$201,339
Positions
143
Top-10 Concentration
62.5%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Mar 2024
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 70,949 | $37,300 | 22.23% |
| 2 | ISHARES TR | 464287457 | 160,974 | $13,165 | 7.84% |
| 3 | NVIDIA CORPORATION | NVDA | 11,482 | $10,374 | 6.18% |
| 4 | VANECK ETF TRUST | 92189F130 | 359,046 | $9,730 | 5.80% |
| 5 | ISHARES TR | 464288653 | 76,835 | $8,070 | 4.81% |
| 6 | ISHARES TR | 46429B663 | 67,482 | $7,437 | 4.43% |
| 7 | VANGUARD INDEX FDS | 922908629 | 24,219 | $6,051 | 3.61% |
| 8 | ISHARES INC | 46434G764 | 85,026 | $4,895 | 2.92% |
| 9 | SPDR SER TR | 78464A805 | 65,457 | $4,199 | 2.50% |
| 10 | ISHARES TR | 46434V621 | 64,280 | $3,732 | 2.22% |
| 11 | MICROSOFT CORPORATION | MSFT | 8,252 | $3,472 | 2.07% |
| 12 | VANGUARD INDEX FDS | 922908751 | 15,131 | $3,459 | 2.06% |
| 13 | APPLE INCORPORATED | AAPL | 19,804 | $3,396 | 2.02% |
| 14 | ISHARES TR | 464287671 | 25,682 | $3,010 | 1.79% |
| 15 | COSTCO WHSL CORP NEW | 22160K105 | 4,094 | $3,000 | 1.79% |
| 16 | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 74348A467 | 28,761 | $2,917 | 1.74% |
| 17 | ISHARES TR | 46432F842 | 34,934 | $2,592 | 1.54% |
| 18 | ELI LILLY & COMPANY | LLY | 3,214 | $2,500 | 1.49% |
| 19 | DISNEY WALT COMPANY | 254687106 | 15,730 | $1,925 | 1.15% |
| 20 | KINDER MORGAN INCORPORATED DEL | EP-PC | 99,916 | $1,832 | 1.09% |