Top 50 Ducere Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.05% | 31.0K | $20.2M | +3.60%(+1.08K) | $676.84(+10.58%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 6.41% | 56.2K | $16.1M | -0.73%(-411) | $278.67(+27.81%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 5.02% | 243.0K | $12.6M | +11.93%(+25.91K) | $52.94(-1.52%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.79% | 25.8K | $9.5M | +9.82%(+2.30K) | $494.18(-20.98%) | 2026-03-31 | |
| FLXR | TCW ETF TRUST | 3.76% | 240.6K | $9.4M | +21.80%(+43.06K) | $39.65(-1.52%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 3.05% | 90.3K | $7.7M | +380.62%(+71.52K) | $129.29(+9.70%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3% | 43.2K | $7.5M | +28.58%(+9.61K) | $185.19(+5.21%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.93% | 35.4K | $7.4M | +0.09%(+31) | $225.19(+7.76%) | 2026-03-31 | |
| BE | BLOOM ENERGY CORP | 2.62% | 48.7K | $6.6M | -0.91%(-445) | $85.73(+215.98%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.6% | 10.0K | $6.5M | +39.29%(+2.83K) | $671.82(+10.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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