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

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

$144 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VXUS SCHF BND DFUS VTV DFIV VXF AVUV 73 stocks	$90.4 Million 67.35% of portfolio	44	20	4	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW HYT 2 stocks	$29.9 Million 22.25% of portfolio	1	1	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$6.13 Million 4.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$1.07 Million 0.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$826,294 0.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MTB 1 stocks	$799,585 0.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$721,114 0.54% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ 2 stocks	$660,374 0.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$651,345 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$597,621 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$515,054 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services MKL 1 stocks	$413,184 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$382,696 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$377,366 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate NMRK 1 stocks	$337,158 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$280,326 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$209,035 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts

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