Benningfield Financial Advisors, LLC Portfolio Holdings by Sector
Benningfield Financial Advisors, LLC
- $102 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFUV VTIP IEF DFIV VGIT VTV QUAL DFAT 11 stocks |
$60.4 Million
67.16% of portfolio
|
11
|
- |
11
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR 1 stocks |
$15.9 Million
17.67% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$13.6 Million
15.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|