Benningfield Financial Advisors, LLC Portfolio Holdings by Sector
Benningfield Financial Advisors, LLC
- $104 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFUV VTIP IEF DFIV AVUV VGIT VTV QUAL 12 stocks |
$66.4 Million
71.13% of portfolio
|
5
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR 1 stocks |
$14.1 Million
15.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$12.8 Million
13.73% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|