Benningfield Financial Advisors, LLC Portfolio Holdings by Sector
Benningfield Financial Advisors, LLC
- $116 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFUV VTIP IEF DFIV AVUV VGIT VTV QUAL 12 stocks |
$70.4 Million
67.29% of portfolio
|
  6  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PLTR 1 stocks |
$20.1 Million
19.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$14.1 Million
13.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|