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Ducere Wealth Management LLC

All holdings · as of Dec 31, 2025

122 positions

CompanyClassValueShares% of portfolio
TELA Bio, Inc.—$23.6K20,0000.0%
NOV Inc—$166.6K10,6580.1%
STARBUCKS CORP—$201.3K2,3910.1%
SCHWAB STRATEGIC TR—$202.3K7,5160.1%
AbbVie Inc.—$210.4K9210.1%
LAM RESEARCH CORP—$213.5K1,2470.1%
BROOKFIELD CORP—$217.6K4,7420.1%
ASTRAZENECA PLC—$218.7K2,3790.1%
GE Vernova Inc.—$219.6K3360.1%
CISCO SYSTEMS, INC.—$224.3K2,9110.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$224.9K7400.1%
GOLDMAN SACHS ETF TR—$230.3K4,4980.1%
GENERAL ELECTRIC CO—$230.3K7480.1%
INVESCO EXCHANGE TRADED FD T—$230.4K1,4710.1%
CATERPILLAR INC—$233.5K4080.1%
Philip Morris International Inc.—$254.0K1,5830.1%
Zoetis Inc.—$257.6K2,0470.1%
GSK PLC—$267.1K5,4460.1%
Nuveen California Quality Municipal Income FundNACClosed-End Fund$271.4K22,9770.1%
NEXTERA ENERGY INC—$281.1K3,5010.1%
ISHARES TR—$289.4K2,7010.1%
INVESCO EXCHANGE TRADED FD T—$293.7K1,5330.1%
Visa Inc—$305.0K8700.1%
PIMCO ETF TR—$305.4K3,0440.1%
PIMCO CALIF MUN INCOME FD—$308.1K35,2880.1%
First Foundation Inc.—$310.7K50,4460.1%
TEXAS INSTRUMENTS INC—$313.0K1,8040.1%
THE GOLDMAN SACHS GROUP, INC.—$316.2K3600.1%
CHEVRON CORP—$318.7K2,0910.1%
SSGA ACTIVE ETF TR—$322.5K6,5220.1%
RTX Corp—$333.5K1,8190.1%
DECKERS OUTDOOR CORP—$336.8K3,2490.1%
INVESCO QQQ TR—$337.9K5500.1%
LOCKHEED MARTIN CORP—$345.4K7140.1%
Aon plc—$350.1K9920.1%
Palo Alto Networks Inc—$351.5K1,9080.1%
T ROWE PRICE ETF INC—$369.9K8,6460.1%
INGERSOLL-RAND INC—$379.5K4,7910.1%
JOHNSON & JOHNSON—$384.8K1,8590.2%
VANGUARD INDEX FDS—$388.8K7970.2%
Walt Disney Co—$400.6K3,5210.2%
ELI LILLY & Co—$414.1K3850.2%
LABCORP HOLDINGS INC.—$437.5K1,7440.2%
CME Group Inc—$458.9K1,6800.2%
LINDE PLC—$478.3K1,1220.2%
ISHARES TR—$482.9K5,0220.2%
Walmart Inc.—$483.3K4,3380.2%
Paycom Software, Inc.—$484.5K3,0400.2%
SELECT SECTOR SPDR TR—$499.7K9,1230.2%
ADOBE INC.—$501.5K1,4330.2%
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