Benningfield Financial Advisors, LLC Portfolio Holdings

Benningfield Financial Advisors, LLC

  • $102 Billion
  • Q4 2024

Benningfield Financial Advisors, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $102 Billion distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $18.5B, Vanguard Sht Trm Inflt Prot Fd with a value of $16.8B, Palantir Technologies Inc. with a value of $15.9B, Ishares Barclays with a value of $14.9B, and Vanguard Total Stock Market Et with a value of $13.6B.

Examining the 13F form we can see an increase of $102B in the current position value.

Benningfield Financial Advisors, LLC is based out at San Francisco, CA

Below you can find more details about Benningfield Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $102 Billion
ETFs: $74 Billion
Technology: $15.9 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $102 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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