Institutions / Ducere Wealth Management LLC / Holdings
Back to Ducere Wealth Management LLC

Ducere Wealth Management LLC

All holdings · as of Dec 31, 2025

122 positions

CompanyClassValueShares% of portfolio
ServiceNow Inc—$1.04M6,7890.4%
INTUIT INC.—$1.03M1,5610.4%
ISHARES TR—$999.1K10,0030.4%
VEEVA SYSTEMS INC—$902.5K4,0430.4%
Arista Networks, Inc.ANETCommon Stock$838.7K6,4010.3%
Hudson Pacific Properties, Inc.HPPREIT$833.2K76,9310.3%
SELECT SECTOR SPDR TR—$827.4K6,9290.3%
MercadoLibre, Inc.—$823.8K4090.3%
PIMCO ETF TR—$812.0K8,7240.3%
Phillips Edison & Company, Inc.—$770.2K21,6520.3%
INVESCO EXCH TRADED FD TR II—$752.8K32,4610.3%
MSCI Inc.—$727.7K1,2680.3%
VANECK ETF TRUST—$710.3K24,1870.3%
VANGUARD INDEX FDS—$665.2K2,2920.3%
ISHARES TR—$640.5K2,6020.3%
Booking Holdings Inc—$605.7K1130.2%
SCHWAB CHARLES CORP—$591.5K5,9200.2%
EXXON MOBIL CORP—$561.4K4,6650.2%
NUVEEN CALIFORNIA MUNICIPAL VALUE FUNDNCAClosed-End Fund$544.4K60,8220.2%
ISHARES TR—$534.7K5,5540.2%
Ulta Beauty, Inc.—$531.8K8790.2%
S&P Global Inc.—$501.9K9600.2%
ADOBE INC.—$501.5K1,4330.2%
SELECT SECTOR SPDR TR—$499.7K9,1230.2%
Paycom Software, Inc.—$484.5K3,0400.2%
Walmart Inc.—$483.3K4,3380.2%
ISHARES TR—$482.9K5,0220.2%
LINDE PLC—$478.3K1,1220.2%
CME Group Inc—$458.9K1,6800.2%
LABCORP HOLDINGS INC.—$437.5K1,7440.2%
ELI LILLY & Co—$414.1K3850.2%
Walt Disney Co—$400.6K3,5210.2%
VANGUARD INDEX FDS—$388.8K7970.2%
JOHNSON & JOHNSON—$384.8K1,8590.2%
INGERSOLL-RAND INC—$379.5K4,7910.1%
T ROWE PRICE ETF INC—$369.9K8,6460.1%
Palo Alto Networks Inc—$351.5K1,9080.1%
Aon plc—$350.1K9920.1%
LOCKHEED MARTIN CORP—$345.4K7140.1%
INVESCO QQQ TR—$337.9K5500.1%
DECKERS OUTDOOR CORP—$336.8K3,2490.1%
RTX Corp—$333.5K1,8190.1%
SSGA ACTIVE ETF TR—$322.5K6,5220.1%
CHEVRON CORP—$318.7K2,0910.1%
THE GOLDMAN SACHS GROUP, INC.—$316.2K3600.1%
TEXAS INSTRUMENTS INC—$313.0K1,8040.1%
First Foundation Inc.—$310.7K50,4460.1%
PIMCO CALIF MUN INCOME FD—$308.1K35,2880.1%
PIMCO ETF TR—$305.4K3,0440.1%
Visa Inc—$305.0K8700.1%
← PrevPage 2 of 3Next →