TB
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Ted Buchan & Co13F | |
| Ted Buchan & Co | |
| Last update 2025-05-13 | 86 Stocks (5 new) |
| Value $211.00 Mil | Turnover 3 % |
Ted Buchan & Co Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 192,777 | 19,069.6 | -0.52% | 9.020 | -0.05% | 0.020 | +1.27% | +4.05% | 129,208.6 | ||
PRF | Invesco RAFI US 1000 ETF | 325,647 | 13,159.4 | -4.21% | 6.220 | -0.27% | 0.170 | +5.05% | +5.73% | 7,789.5 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 137,560 | 11,380.4 | +0.37% | 5.380 | +0.02% | 0.050 | +1.14% | +2.72% | 24,096.0 | ||
IVV | iShares Core S&P 500 ETF | 19,975 | 11,224.0 | +6.17% | 5.310 | +0.31% | 0.000 | +10.85% | +6.13% | 616,553.2 | ||
TIP | iShares TIPS Bond ETF | 98,553 | 10,948.3 | +1.71% | 5.180 | +0.09% | 0.080 | +0.43% | +4.71% | 14,041.5 | ||
COWZ | Pacer US Cash Cows 100 ETF | 171,541 | 9,393.6 | -5.07% | 4.440 | -0.24% | 0.040 | +0.93% | -1.74% | 20,665.3 | ||
SCHD | Schwab US Dividend Equity ETF | 302,099 | 8,446.7 | +4.97% | 3.990 | +0.19% | 0.010 | -4.29% | -1.17% | 69,036.5 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 91,715 | 8,304.0 | +3.47% | 3.930 | +0.13% | 0.020 | -0.67% | +2.00% | 33,433.8 | ||
XLE | The Energy Select Sector SPDR Fund | 80,012 | 7,477.2 | +3.88% | 3.540 | +0.13% | 0.020 | -8.51% | +0.59% | 26,861.7 | ||
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 71,797 | 7,336.2 | -11.32% | 3.470 | -0.43% | 0.060 | -0.91% | +2.18% | 11,369.3 |
Ted Buchan & Co's Historical Top Holdings Breakdowns
Ted Buchan & Co's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 2025-03-31 | Reduce Reduce | -0.43% | 97.38 ($101.55) 104.52 | $100.70 | -0.84% | Reduce -11.32% | 71,797 | -9,163 | |
RCL | Royal Caribbean Group | 2025-03-31 | New Buy New Buy | +0.37% | 203.38 ($236.05) 274.79 | $313.14 | 32.66% | New holding | 3,778 | 3,778 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.31% | 554.06 ($590.51) 615.85 | $620.90 | 5.15% | Add 6.17% | 19,975 | 1,161 | |
PRF | Invesco RAFI US 1000 ETF | 2025-03-31 | Reduce Reduce | -0.27% | 39.4 ($41.25) 42.61 | $42.27 | 2.47% | Reduce -4.21% | 325,647 | -14,313 | |
KMLM |
KraneShares Mount Lucas Managed Futures Index Strategy ETF
KraneShares Mount Lucas Managed Futures Index Strategy ETF
| 2025-03-31 | Add Add | +0.24% | 26.82 ($27.44) 28.55 | $26.37 | -3.88% | Add 7.94% | 253,382 | 18,645 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | Reduce Reduce | -0.24% | 53.6 ($56.92) 58.97 | $55.10 | -3.20% | Reduce -5.07% | 171,541 | -9,159 | |
MCO | Moodys Corp | 2025-03-31 | New Buy New Buy | +0.21% | 437.8 ($481.85) 527.48 | $501.59 | 4.10% | New holding | 955 | 955 | |
CNQ | Canadian Natural Resources Ltd | 2025-03-31 | Add Add | +0.19% | 26.72 ($30.31) 32.74 | $31.40 | 3.60% | Add 63.99% | 32,889 | 12,833 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.19% | 27.01 ($27.88) 28.54 | $26.50 | -4.95% | Add 4.97% | 302,099 | 14,317 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Add Add | +0.17% | 71.17 ($72.57) 73.66 | $73.63 | 1.46% | Add 26.68% | 22,862 | 4,815 |
Ted Buchan & Co Total Holding History ($B)
Ted Buchan & Co's Asset Allocation
Ted Buchan & Co Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Ted Buchan & Co's Hypothetical Growth since 2025-03-31
Ted Buchan & Co's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ted Buchan & Co's Holdings Heat Map
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Ted Buchan & Co's Holdings Bubble Chart
Ted Buchan & Co News
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