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Ducere Wealth Management LLC

Portfolio Manager
Ducere Wealth Management LLC
Performance
0% (N/A)
AUM (13F)
$251.46M
# of Holdings
126
Performance Rank
N/A
Allocation (Top 20)
63.13%

Ducere Wealth Management LLC Holdings Map

Top 50 Ducere Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
8.05%31.0K$20.2M
+3.60%(+1.08K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 29.9K shares2026-Q1: 31.0K shares
$676.84(+10.58%)
2026-03-31
GOOG
ALPHABET INC
6.41%56.2K$16.1M
-0.73%(-411)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 56.6K shares2026-Q1: 56.2K shares
$278.67(+27.81%)
2026-03-31
BINC
BLACKROCK ETF TRUST II
5.02%243.0K$12.6M
+11.93%(+25.91K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 217.1K shares2026-Q1: 243.0K shares
$52.94(-1.52%)
2026-03-31
MSFT
MICROSOFT CORP
3.79%25.8K$9.5M
+9.82%(+2.30K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 23.5K shares2026-Q1: 25.8K shares
$494.18(-20.98%)
2026-03-31
FLXR
TCW ETF TRUST
3.76%240.6K$9.4M
+21.80%(+43.06K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 197.5K shares2026-Q1: 240.6K shares
$39.65(-1.52%)
2026-03-31
GSLC
GOLDMAN SACHS ETF TR
3.05%90.3K$7.7M
+380.62%(+71.52K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 18.8K shares2026-Q1: 90.3K shares
$129.29(+9.70%)
2026-03-31
NVDA
NVIDIA CORPORATION
3%43.2K$7.5M
+28.58%(+9.61K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 33.6K shares2026-Q1: 43.2K shares
$185.19(+5.21%)
2026-03-31
AMZN
AMAZON COM INC
2.93%35.4K$7.4M
+0.09%(+31)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 35.4K shares2026-Q1: 35.4K shares
$225.19(+7.76%)
2026-03-31
BE
BLOOM ENERGY CORP
2.62%48.7K$6.6M
-0.91%(-445)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 49.1K shares2026-Q1: 48.7K shares
$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)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 7.2K shares2026-Q1: 10.0K shares
$671.82(+10.86%)
2026-03-31

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