Ducere Wealth Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DW Ducere Wealth Management LLC | Institutional Filer | ▼ 1.03% | $251.5M | 126 |
Current Portfolio Holdings
Showing all 126 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 31K | $20.2M | 8.05% |
| 2 | GOOG | Alphabet Inc. | Technology | 56K | $16.1M | 6.41% |
| 3 | BINC | BLACKROCK ETF TRUST II | — | 243K | $12.6M | 5.02% |
| 4 | MSFT | Microsoft Corporation | Technology | 26K | $9.5M | 3.79% |
| 5 | FLXR | TCW ETF TRUST | — | 241K | $9.4M | 3.76% |
| 6 | GSLC | GOLDMAN SACHS ETF TR | — | 90K | $7.7M | 3.05% |
| 7 | NVDA | NVIDIA Corporation | Technology | 43K | $7.5M | 3.00% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 35K | $7.4M | 2.93% |
| 9 | BE | Bloom Energy Corporation | Industrials | 49K | $6.6M | 2.62% |
| 10 | SPY | SPDR S&P 500 ETF Trust | — | 10K | $6.5M | 2.60% |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 13K | $6.4M | 2.55% |
| 12 | GCAL | GOLDMAN SACHS ETF TR | — | 125K | $6.3M | 2.52% |
| 13 | PRFZ | INVESCO EXCHANGE TRADED FD T | — | 136K | $6.3M | 2.49% |
| 14 | IEFA | ISHARES TR | — | 67K | $6.0M | 2.40% |
| 15 | IWF | ISHARES TR | — | 13K | $5.6M | 2.21% |
Showing 1 to 15 of 126 holdings