L.K. Benson & Company, P.C. Portfolio Holdings

L.K. Benson & Company, P.C.

  • $144 Billion
  • Q1 2025

L.K. Benson & Company, P.C. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Price T Rowe Group Inc with a value of $29.8B, Vanguard Star Fd Vanguard Tota with a value of $8.38B, Vanguard Total Stock Market Et with a value of $6.13B, Schwab Strategic Tr Intl Eqty with a value of $5.45B, and Vanguard Bd Index Fd Inc Total with a value of $5.16B.

Examining the 13F form we can see an increase of $2.52B in the current position value, from $142B to 144B.

L.K. Benson & Company, P.C. is based out at Baltimore, MD

Below you can find more details about L.K. Benson & Company, P.C. portfolio as well as his latest detailed transactions.

Portfolio value $144 Billion
ETFs: $96.6 Billion
Financial Services: $31.7 Billion
Technology: $2.15 Billion
Consumer Defensive: $1.87 Billion
Healthcare: $1.04 Billion
Energy: $377 Million
Real Estate: $337 Million
Communication Services: $209 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$501 Million 0.35% of portfolio
7,000
Q4 2024 New
$0
$476 Million 0.33% of portfolio
1,843
Q1 2025 Added 0.44%
$0
$441 Million 0.31% of portfolio
4,768
Q1 2025 Added 0.1%
$0
$443 Million 0.31% of portfolio
8,537
Q1 2025 Added 6.62%
$0
$426 Million 0.29% of portfolio
5,147
Q1 2025 Reduced 9.13%
$0
$426 Million 0.29% of portfolio
12,139
Q1 2025 Added 36.16%
$0
$389 Million 0.27% of portfolio
3,311
Q1 2025 Reduced 13.21%
$106B
$360 Million 0.25% of portfolio
1,249
Q1 2025 Reduced 25.83%
$0
$355 Million 0.25% of portfolio
2,751
Q1 2025 Added 6.96%
$0
$354 Million 0.25% of portfolio
14,541
Q1 2025 Added 0.48%
$0
$309 Million 0.21% of portfolio
12,086
Q1 2025 New
$0
$295 Million 0.2% of portfolio
11,389
Q1 2025 Added 0.22%
$0
$287 Million 0.2% of portfolio
4,951
Q1 2025 Added 0.1%
$0
$269 Million 0.19% of portfolio
9,523
Q1 2025 New
$0
$277 Million 0.19% of portfolio
5,571
Q4 2024 New
$0
$276 Million 0.19% of portfolio
7,187
Q1 2025 Added 0.1%
$0
$239 Million 0.17% of portfolio
4,635
Q1 2025 Added 0.8%
$0
$243 Million 0.17% of portfolio
3,791
Q4 2024 New
$0
$232 Million 0.16% of portfolio
627
Q4 2024 New
$0
$219 Million 0.15% of portfolio
2,344
Q4 2024 New
$0
$214 Million 0.15% of portfolio
7,588
Q1 2025 Added 11.1%
$0
$208 Million 0.14% of portfolio
2,542
Q1 2025 New
$0
$203 Million 0.14% of portfolio
6,491
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $144 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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