Benedetti & Gucer, Inc. quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, Benedetti & Gucer, Inc. opened 33 positions, added to 16, reduced 7, sold out of 32 and left 1 unchanged. The largest increase in value was VO (+$6,051); the largest decrease was IVV (-$37,922,344).
- VO: Country of operation —; Class MID CAP ETF; Shares 2023-12-31 0; Shares 2024-03-31 24,219.
- NOBL: Country of operation —; Class COM; Shares 2023-12-31 0; Shares 2024-03-31 28,761.
- GBTC: Country of operation United States; Class SHS REP COM UT; Shares 2023-12-31 0; Shares 2024-03-31 27,897.
- AGG: Country of operation —; Class COM; Shares 2023-12-31 0; Shares 2024-03-31 12,379.
Two Form 13F-HR filings compared (SEC CIK 1859474): 2023-12-31 (filed 2024-02-12) and 2024-03-31 (filed 2024-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2023-12-31 | Shares 2024-03-31 | Share change | Value 2023-12-31 | Value 2024-03-31 | Value change |
|---|
VO
VANGUARD INDEX FDS | | MID CAP ETF | 0 | 24,219 | +24,219 | $0 | $6,051 | +$6,051 |
|---|
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | | COM | 0 | 28,761 | +28,761 | $0 | $2,917 | +$2,917 |
|---|
GBTC
GRAYSCALE BITCOIN TR BTC | United States | SHS REP COM UT | 0 | 27,897 | +27,897 | $0 | $1,762 | +$1,762 |
|---|
AGG
ISHARES TR CORE US AGGBD ET | | COM | 0 | 12,379 | +12,379 | $0 | $1,212 | +$1,212 |
|---|
QDEF
FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND | | COM | 0 | 17,564 | +17,564 | $0 | $1,128 | +$1,128 |
|---|
BITB
BITWISE BITCOIN ETF TRUST | United States | COM | 0 | 27,516 | +27,516 | $0 | $1,065 | +$1,065 |
|---|
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | | COM | 0 | 23,148 | +23,148 | $0 | $951 | +$951 |
|---|
SCZ
ISHARES TR EAFE SML CP ETF | | COM | 0 | 14,772 | +14,772 | $0 | $936 | +$936 |
|---|
QLV
FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND | | COM | 0 | 14,819 | +14,819 | $0 | $903 | +$903 |
|---|
REGL
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | | COM | 0 | 10,468 | +10,468 | $0 | $822 | +$822 |
|---|
COWZ
PACER US CASH COWS 100 ETF | | COM | 0 | 14,090 | +14,090 | $0 | $819 | +$819 |
|---|
CLOI
VANECK ETF TR CLO ETF | | COM | 0 | 14,402 | +14,402 | $0 | $761 | +$761 |
|---|
FLOT
ISHARES TR FLTG RATE NT ETF | | COM | 0 | 12,440 | +12,440 | $0 | $635 | +$635 |
|---|
VV
VANGUARD LARGE-CAP ETF | | COM | 0 | 2,355 | +2,355 | $0 | $565 | +$565 |
|---|
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | | COM | 0 | 17,939 | +17,939 | $0 | $534 | +$534 |
|---|
SMH
VANECK SEMICONDUCTOR ETF | | COM | 0 | 2,259 | +2,259 | $0 | $508 | +$508 |
|---|
BND
VANGUARD TOTAL BOND MARKET ETF | | COM | 0 | 6,603 | +6,603 | $0 | $480 | +$480 |
|---|
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF | | COM | 0 | 5,216 | +5,216 | $0 | $382 | +$382 |
|---|
XLE
SPDR ENERGY SELECT SECTOR FUND | | COM | 0 | 4,015 | +4,015 | $0 | $379 | +$379 |
|---|
XLG
INVESCO S&P 500 TOP 50 ETF | | COM | 0 | 8,827 | +8,827 | $0 | $372 | +$372 |
|---|
VTV
VANGUARD VALUE ETF | | COM | 0 | 2,108 | +2,108 | $0 | $343 | +$343 |
|---|
ITOT
ISHARES TR CORE S&P TTL STK | | COM | 0 | 2,956 | +2,956 | $0 | $341 | +$341 |
|---|
MUB
ISHARES TR NATIONAL MUN ETF | | COM | 0 | 2,841 | +2,841 | $0 | $306 | +$306 |
|---|
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF | | COM | 0 | 5,202 | +5,202 | $0 | $301 | +$301 |
|---|
SMDV
PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | | COM | 0 | 4,222 | +4,222 | $0 | $270 | +$270 |
|---|
DWM
WISDOMTREE TR | | INTL COM FD | 0 | 4,755 | +4,755 | $0 | $260 | +$260 |
|---|
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | | COM | 0 | 513 | +513 | $0 | $247 | +$247 |
|---|
SHV
ISHARES TR SHORT TREAS BD | | COM | 0 | 2,206 | +2,206 | $0 | $244 | +$244 |
|---|
XLP
SPDR CONSUMER STAPLES SELECT SECTOR FUND | | COM | 0 | 3,113 | +3,113 | $0 | $238 | +$238 |
|---|
XLK
SPDR TECHNOLOGY SELECT SECTOR FUND | | COM | 0 | 1,045 | +1,045 | $0 | $218 | +$218 |
|---|
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF | | COM | 0 | 2,834 | +2,834 | $0 | $216 | +$216 |
|---|
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | | COM | 0 | 5,909 | +5,909 | $0 | $212 | +$212 |
|---|
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF | | COM | 0 | 4,183 | +4,183 | $0 | $210 | +$210 |
|---|
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