Benedetti & Gucer, Inc. at 2023-06-30

Filling information for Benedetti & Gucer, Inc. as Treemap, investor disclosed 156 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
816851109 816851109 SEMPRA Equity 357 2450
92189F676 92189F676 VANECK SEMICONDUCTOR ETF Equity 280 1840
580135101 580135101 MCDONALDS CORPORATION Equity 235 789
025816109 025816109 AMERICAN EXPRESS COMPANY Equity 402 2307
81369Y506 81369Y506 SPDR ENERGY SELECT SECTOR FUND Equity 482 5932
464287457 464287457 ISHARES TR 1 3 YR TREAS BD 1 3 YR TREAS BD 9488 117019
125896100 125896100 CMS ENERGY CORPORATION Equity 298 5064
459200101 459200101 INTERNATIONAL BUSINESS MACHINES Equity 267 1998
34354P105 34354P105 FLOWSERVE CORPORATION Equity 296 7975
293792107 293792107 ENTERPRISE PRODS PARTNERS L P COM UNITS REP LIM PART INT COM UNITS REP LIM PART INT 973 36912
464287804 464287804 ISHARES TR CORE S&P SCP ETF Equity 1462 14676
09248X100 09248X100 BLACKROCK TAX MUNICPAL BD TR SHS SHS 177 10645
464287150 464287150 ISHARES TR CORE S&P TTL STK Equity 330 3368
001055102 001055102 AFLAC INC COM COM 507 7257
902973304 902973304 US BANCORP DEL COM NEW Equity 300 9084
57636Q104 57636Q104 MASTERCARD INCORPORATED CLASS A Equity 273 694
78464A409 78464A409 SPDR PORTFOLIO S&P 500 GROWTH ETF Equity 345 5661
46137V233 46137V233 INVESCO S&P 500 TOP 50 ETF Equity 327 936
78463X541 78463X541 SPDR S&P GLOBAL NATURAL RESOURCES ETF Equity 385 7142
47109U104 47109U104 JAPAN SMALLER CAPITALIZATION F COM 341 47300
718172109 718172109 PHILIP MORRIS INTERNATIONAL INCORPORATED Equity 249 2547
29273V100 29273V100 ENERGY TRANSFER L P COM UT LTD PTN COM UT LTD PTN 377 29680
693718108 693718108 PACCAR INCORPORATED Equity 801 9572
550241103 550241103 LUMEN TECHNOLOGIES INCORPORATED Equity 76 33587
87612E106 87612E106 TARGET CORPORATION Equity 218 1656
78464A805 78464A805 SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF PORTFOLI S&P 1500 COMP STK ETF 3441 63214
33939L407 33939L407 FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND Equity 1144 28539
68622V106 68622V106 ORGANON & CO COM COM 372 17865
92343V104 92343V104 VERIZON COMMUNICATIONS INCORPORATED Equity 337 9064
97717W703 97717W703 WISDOMTREE TRUST INTL EQUITY FD ETF INTL EQUITY FD ETF 246 4841
92189F130 92189F130 VANECK INFLATION ALLOCATION ETF INFLATION ALLOCA 6787 271566
110122108 110122108 BRISTOL-MYERS SQUIBB COMPANY Equity 1281 20025
037833100 037833100 APPLE INC COM COM 9394 48429
89417E109 89417E109 TRAVELERS COMPANIES INCORPORATED Equity 357 2053
808524839 808524839 SCHWAB US AGGREGATE BOND ETF Equity 776 16822
02079K107 02079K107 ALPHABET INCORPORATED CAP STK CLASS C Equity 869 7184
464287507 464287507 ISHARES TRUST CORE S&P MCP ETF CORE S&P MCP ETF 416 1591
46432F842 46432F842 ISHARES TR CORE MSCI EAFE Equity 1524 22585
254687106 254687106 DISNEY WALT COMPANY Equity 1552 17386
149123101 149123101 CATERPILLAR INCORPORATED Equity 336 1366
172967424 172967424 CITIGROUP INCORPORATED COM NEW Equity 231 5008
866264203 866264203 SUMMIT ST BK SANTA ROSA CALIF Equity 720 47620
67066G104 67066G104 NVIDIA CORPORATION Equity 4527 10700
46434V621 46434V621 ISHARES TR CORE DIV GRWTH Equity 2339 45405
46432F842 46432F842 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE ETF 386 5711
92556V106 92556V106 VIATRIS INC COM COM 510 51036
478160104 478160104 JOHNSON & JOHNSON COM COM 576 3485
88554D205 88554D205 3-D SYSTEMS CORPORATION DEL COM NEW Equity 252 25353
166764100 166764100 CHEVRON CORPORATION COM COM 1583 10061
26441C204 26441C204 DUKE ENERGY CORPORATION NEW COM NEW Equity 511 5690
500754106 500754106 KRAFT HEINZ COMPANY Equity 487 13726
30231G102 30231G102 EXXON MOBIL CORPORATION COM COM 1597 14889
85207K107 85207K107 SPROTT PHYSICAL SILVER TR TR UNIT TR UNIT 88 11276
713448108 713448108 PEPSICO INCORPORATED Equity 338 1823
62944T105 62944T105 NVR INCORPORATED Equity 559 88
464288414 464288414 ISHARES TR NATIONAL MUN ETF Equity 484 4534
46434G103 46434G103 ISHARES INC CORE MSCI EMKT ETF CORE MSCI EMKT ETF 437 8816
969457100 969457100 WILLIAMS COMPANIES INC COM COM 683 20923
464288273 464288273 ISHARES TR EAFE SML CP ETF Equity 724 12275
464287226 464287226 ISHARES TRUST CORE US AGGBD ET ETF CORE US AGGBD ET ETF 448 4565
921937827 921937827 VANGUARD SHORT-TERM BOND ETF Equity 444 5876
369604301 369604301 GENERAL ELECTRIC COMPANY COM NEW Equity 720 6555
464288679 464288679 ISHARES TR SHORT TREAS BD Equity 244 2206
33734H106 33734H106 FIRST TST VALUE LI SHS ETF SHS ETF 5240 130639
437076102 437076102 HOME DEPOT INC COM COM 793 2553
842587107 842587107 SOUTHERN CO COM COM 358 5100
091749101 091749101 BITWISE 10 CRYPTO INDEX FD COM COM 1246 109747
922908751 922908751 VANGUARD SMALL CP ETF SMALL CP ETF 2600 13071
023135106 023135106 AMAZON COM INCORPORATED Equity 1382 10601
389638107 389638107 GRAYSCALE ETHEREUM TR ETH COM COM 1300 130733
747525103 747525103 QUALCOMM INCORPORATED Equity 385 3230
205887102 205887102 CONAGRA BRANDS INCORPORATED Equity 722 21416
49456B101 49456B101 KINDER MORGAN INCORPORATED DEL Equity 1784 103605
81369Y308 81369Y308 SPDR CONSUMER STAPLES SELECT SECTOR FUND Equity 285 3844
493267108 493267108 KEYCORP Equity 281 30432
79466L302 79466L302 SALESFORCE INCORPORATED Equity 229 1083
74347B680 74347B680 PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF Equity 1067 15178
464287234 464287234 ISHARES TR MSCI EMG MKT ETF Equity 1481 37436
03076C106 03076C106 AMERIPRISE FINL INCORPORATED Equity 388 1167
345370860 345370860 FORD MTR COMPANY DEL Equity 287 19001
46429B697 46429B697 ISHARES TRUST MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL FACTOR ETF 226 3045
921946406 921946406 VANGUARD HIGH DIV YLD ETF HIGH DIV YLD ETF 414 3899
92189F130 92189F130 VANECK ETF TRUST INFLATION ALLOCATION ETF INFLATION ALLOCATION ETF 1167 46639
33939L654 33939L654 FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND Equity 860 16102
30303M102 30303M102 META PLATFORMS INCORPORATED CLASS A Equity 555 1934
464288885 464288885 ISHARES TRUST EAFE GRWTH ETF EAFE GRWTH ETF 280 2902
74348A467 74348A467 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF Equity 3257 34546
150837607 150837607 CEL-SCI CORPORATION COM PAR NEW Equity 86 35524
22160K105 22160K105 COSTCO WHOLESALE CORP COM COM 2318 4306
46429B655 46429B655 ISHARES TR FLTG RATE NT ETF Equity 902 17750
00973N102 00973N102 AKOUSTIS TECHNOLOGIES INCORPORATED Equity 81 25532
58933Y105 58933Y105 MERCK & CO INC COM COM 485 4202
539830109 539830109 LOCKHEED MARTIN CORPORATION Equity 357 775
020002101 020002101 ALLSTATE CORPORATION Equity 495 4544
922908744 922908744 VANGUARD VALUE ETF Equity 315 2215
464288877 464288877 ISHARES TR EAFE VALUE ETF Equity 676 13819
78464A847 78464A847 SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF PORTFOLIO S&P 400 MID CAP ETF 360 7843
191216100 191216100 COCA-COLA CO COM COM 511 8501
91688R108 91688R108 UR-ENERGY INCORPORATED COM 31 29230
830566105 830566105 SKECHERS U S A INCORPORATED CLASS A Equity 780 14817
084670702 084670702 BERKSHIRE HATHAWAY INC COM CL B COM CL B 358 1052
921937819 921937819 VANGUARD INTERMEDIATE-TERM BOND ETF Equity 445 5916
911312106 911312106 UNITED PARCEL SERVICE INCORPORATED CLASS B Equity 2255 12581
87807B107 87807B107 TC ENERGY CORPORATION COM 212 5250
464288653 464288653 ISHARES TRUST 10-20 YR TRS ETF 10-20 YR TRS ETF 946 8500
12468P104 12468P104 C3 AI INCORPORATED CLASS A Equity 360 9890
464287226 464287226 ISHARES TR CORE US AGGBD ET Equity 2412 24626
464285204 464285204 ISHARES GOLD TRUST ISHARES NEW ETF ISHARES NEW ETF 439 12064
78468R853 78468R853 SPDR PORTFOLIO S&P 600 SM CAP ETF PORTFOLIO S&P 600 SM CAP ETF 248 6376
389637109 389637109 GRAYSCALE BITCOIN TRUST BTC COM COM 1537 80202
92936U109 92936U109 WP CAREY INCORPORATED REIT COM 410 6074
45782B104 45782B104 INSEEGO CORPORATION Equity 117 181624
594918104 594918104 MICROSOFT CORPORATION Equity 2692 7905
060505104 060505104 BANK OF AMERICA CORPORATION COM COM 1228 42810
458140100 458140100 INTEL CORPORATION Equity 467 13977
401664107 401664107 GUGGENHEIM TAXABLE MUNICP BOND COM 196 12000
92826C839 92826C839 VISA INCORPORATED COM CLASS A Equity 340 1432
33939L845 33939L845 FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND Equity 1167 20881
565849106 565849106 MARATHON OIL CORPORATION Equity 461 20040
88688T100 88688T100 TILRAY BRANDS INCORPORATED Equity 21 13231
912318300 912318300 UNITED STATES NATURAL GAS FUND, LP Equity 166 22322
46625H100 46625H100 JPMORGAN CHASE & COMPANY Equity 1304 8967
039483102 039483102 ARCHER DANIELS MIDLAND COMPANY Equity 603 7982
02079K305 02079K305 ALPHABET INCORPORATED CAP STK CLASS A Equity 571 4774
98389B100 98389B100 XCEL ENERGY INCORPORATED Equity 303 4873
V7780T103 V7780T103 ROYAL CARIBBEAN GROUP COM 244 2353
532457108 532457108 LILLY ELI & COMPANY Equity 1334 2844
674599105 674599105 OCCIDENTAL PETE CORPORATION Equity 337 5724
316092840 316092840 FIDELITY HIGH DIVIDEND ETF Equity 1392 35034
17275R102 17275R102 CISCO SYSTEMS INC COM COM 757 14635
949746101 949746101 WELLS FARGO COMPANY NEW Equity 200 4693
464287457 464287457 ISHARES TRUST 1 3 YR TREAS BD ETF 1 3 YR TREAS BD ETF 1615 19922
65339F101 65339F101 NEXTERA ENERGY INCORPORATED Equity 419 5649
88160R101 88160R101 TESLA INCORPORATED Equity 5084 19420
169656105 169656105 CHIPOTLE MEXICAN GRILL INCORPORATED Equity 864 404
717081103 717081103 PFIZER INC COM COM 886 24139
464288653 464288653 ISHARES TR 10-20 YR TRS ETF Equity 5543 50042
649445103 649445103 NEW YORK CMNTY BANCORP INCORPORATED Equity 291 25894
00175J107 00175J107 AMMO INCORPORATED Equity 209 98329
742718109 742718109 PROCTER AND GAMBLE COMPANY Equity 1608 10599
922908629 922908629 VANGUARD MID CAP ETF MID CAP ETF 4695 21326
464287671 464287671 ISHARES TR CORE S&P US GWT Equity 1701 17422
464287671 464287671 ISHARES TRUST CORE S&P US GWT ETF CORE S&P US GWT ETF 516 5277
67092P201 67092P201 NUVEEN ESG LARGE-CAP GROWTH ETF Equity 263 4230
464287200 464287200 ISHARES TRUST CORE S&P500 ETF CORE S&P500 ETF 5649 12671
931142103 931142103 WALMART INCORPORATED Equity 401 2550
464287200 464287200 ISHARES TR CORE S&P500 ETF CORE S&P500 ETF 35753 80216
464288885 464288885 ISHARES TR EAFE GRWTH ETF Equity 915 9585
760911107 760911107 RESEARCH FRONTIERS INCORPORATED Equity 75 46965
69374H881 69374H881 PACER US CASH COWS 100 ETF Equity 543 11352
74347B698 74347B698 PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF Equity 303 5127
071734107 071734107 BAUSCH HEALTH COMPANIES INCORPORATED COM 120 15037
00206R102 00206R102 AT&T INCORPORATED Equity 999 62610
46434V621 46434V621 ISHARES TRUST CORE DIV GRWTH ETF CORE DIV GRWTH ETF 536 10417
501044101 501044101 KROGER COMPANY Equity 400 8507
68389X105 68389X105 ORACLE CORP COM COM 461 3871

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