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Benedetti & Gucer, Inc. Buys Procter & Gamble Co, iShares Core U.S. ...

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Investment company Benedetti & Gucer, Inc. (Current Portfolio) buys Procter & Gamble Co, iShares Core U.S. Aggregate Bond ETF, Vanguard Intermediate-Term Bond ETF, Schwab US Aggregate Bond ETF, Vanguard Short-Term Bond ETF, sells Chipotle Mexican Grill Inc, Citizens Bancshares Corp, Block Inc, FedEx Corp, Moderna Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Benedetti & Gucer, Inc.. As of 2021Q4, Benedetti & Gucer, Inc. owns 91 stocks with a total value of $148 million. These are the details of the buys and sells.

  • New Purchases: PG, AGG, BIV, SCHZ, BSV, GNR, SOFI, SOFI, ANGL, ALB, NUE, PCAR, XLP, VUG, EES,

  • Added Positions: IVV, AAPL, NVDA, ISRG, NFLX, FVD, NOBL, TSLA, USHY, TLRY, TLRY, ITOT, SPYG, VO, NVR, IEFA, QDEF, REGL, IDV, FDVV, MUB, DIS, MSFT, SMDV, AMZN, GOOG, PFF, IQLT, EFG, RSP, KO, BAC, VTV, FB, EMB, XOM,

  • Reduced Positions: HD, LRCX, AXP, VCIT, DGRO, JPST, AMP, LLY, DWM, WMT, PFE, MA, IUSG, COST, JQUA, IJR, MLM, IJH, IXUS, F, VCSH, AMAT, VYM,

  • Sold Out: CMG, CZBS, SQ, FDX, MRNA, ZM, SPEM, CROX, RH, BNTX, GSLC, XELA,


For the details of Benedetti & Gucer, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/benedetti+%26+gucer%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Benedetti & Gucer, Inc.

  1. iShares Core S&P 500 ETF (IVV) - 115,752 shares, 37.43% of the total portfolio. Shares added by 2.14%

  2. First Trust Value Line Dividend Index Fund (FVD) - 163,625 shares, 4.77% of the total portfolio. Shares added by 2.20%

  3. Tesla Inc (TSLA) - 5,857 shares, 4.20% of the total portfolio. Shares added by 1.63%

  4. Vanguard Mid-Cap ETF (VO) - 16,847 shares, 2.91% of the total portfolio. Shares added by 1.44%

  5. SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) - 69,370 shares, 2.75% of the total portfolio. Shares reduced by 0.19%

New Purchase: Procter & Gamble Co (PG)

Benedetti & Gucer, Inc. initiated holding in Procter & Gamble Co. The purchase prices were between $138.79 and $164.19, with an estimated average price of $148.79. The stock is now traded at around $163.210000. The impact to a portfolio due to this purchase was 0.9%. The holding were 8,121 shares as of 2021-12-31.

New Purchase: iShares Core U.S. Aggregate Bond ETF (AGG)

Benedetti & Gucer, Inc. initiated holding in iShares Core U.S. Aggregate Bond ETF. The purchase prices were between $113.17 and $115.05, with an estimated average price of $114.13. The stock is now traded at around $111.800000. The impact to a portfolio due to this purchase was 0.37%. The holding were 4,807 shares as of 2021-12-31.

New Purchase: Vanguard Intermediate-Term Bond ETF (BIV)

Benedetti & Gucer, Inc. initiated holding in Vanguard Intermediate-Term Bond ETF. The purchase prices were between $86.61 and $88.24, with an estimated average price of $87.57. The stock is now traded at around $85.710900. The impact to a portfolio due to this purchase was 0.36%. The holding were 6,075 shares as of 2021-12-31.

New Purchase: Schwab US Aggregate Bond ETF (SCHZ)

Benedetti & Gucer, Inc. initiated holding in Schwab US Aggregate Bond ETF. The purchase prices were between $53.44 and $54.33, with an estimated average price of $53.89. The stock is now traded at around $52.780000. The impact to a portfolio due to this purchase was 0.3%. The holding were 8,347 shares as of 2021-12-31.

New Purchase: Vanguard Short-Term Bond ETF (BSV)

Benedetti & Gucer, Inc. initiated holding in Vanguard Short-Term Bond ETF. The purchase prices were between $80.65 and $81.49, with an estimated average price of $80.98. The stock is now traded at around $80.142900. The impact to a portfolio due to this purchase was 0.26%. The holding were 4,688 shares as of 2021-12-31.

New Purchase: SPDR S&P Global Natural Resources ETF (GNR)

Benedetti & Gucer, Inc. initiated holding in SPDR S&P Global Natural Resources ETF. The purchase prices were between $50.17 and $54.15, with an estimated average price of $52.63. The stock is now traded at around $58.405000. The impact to a portfolio due to this purchase was 0.25%. The holding were 6,860 shares as of 2021-12-31.

Added: Intuitive Surgical Inc (ISRG)

Benedetti & Gucer, Inc. added to a holding in Intuitive Surgical Inc by 20.27%. The purchase prices were between $319.93 and $365.42, with an estimated average price of $344.41. The stock is now traded at around $302.755000. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,370 shares as of 2021-12-31.

Added: Netflix Inc (NFLX)

Benedetti & Gucer, Inc. added to a holding in Netflix Inc by 30.51%. The purchase prices were between $586.73 and $691.69, with an estimated average price of $639.23. The stock is now traded at around $521.630000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,232 shares as of 2021-12-31.

Added: iShares Core S&P Total U.S. Stock Market ETF (ITOT)

Benedetti & Gucer, Inc. added to a holding in iShares Core S&P Total U.S. Stock Market ETF by 29.11%. The purchase prices were between $97.9 and $107.61, with an estimated average price of $104.32. The stock is now traded at around $102.239100. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,508 shares as of 2021-12-31.

Sold Out: Chipotle Mexican Grill Inc (CMG)

Benedetti & Gucer, Inc. sold out a holding in Chipotle Mexican Grill Inc. The sale prices were between $1592.1 and $1863, with an estimated average price of $1758.68.

Sold Out: Citizens Bancshares Corp (CZBS)

Benedetti & Gucer, Inc. sold out a holding in Citizens Bancshares Corp. The sale prices were between $9.93 and $11.5, with an estimated average price of $10.52.

Sold Out: Block Inc (SQ)

Benedetti & Gucer, Inc. sold out a holding in Block Inc. The sale prices were between $158.3 and $265.08, with an estimated average price of $215.58.

Sold Out: FedEx Corp (FDX)

Benedetti & Gucer, Inc. sold out a holding in FedEx Corp. The sale prices were between $217.87 and $258.64, with an estimated average price of $240.55.

Sold Out: Moderna Inc (MRNA)

Benedetti & Gucer, Inc. sold out a holding in Moderna Inc. The sale prices were between $225.82 and $368.51, with an estimated average price of $290.69.

Sold Out: Zoom Video Communications Inc (ZM)

Benedetti & Gucer, Inc. sold out a holding in Zoom Video Communications Inc. The sale prices were between $181.81 and $285.66, with an estimated average price of $233.56.



Here is the complete portfolio of Benedetti & Gucer, Inc.. Also check out:

1. Benedetti & Gucer, Inc.'s Undervalued Stocks

2. Benedetti & Gucer, Inc.'s Top Growth Companies, and

3. Benedetti & Gucer, Inc.'s High Yield stocks

4. Stocks that Benedetti & Gucer, Inc. keeps buyingThis article first appeared on GuruFocus.