Benningfield Financial Advisors, LLC Portfolio Holdings by Sector
Benningfield Financial Advisors, LLC
- $127 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFUV VTIP IEF AVUV DFIV VGIT VTV QUAL 14 stocks |
$77.2 Million
67.6% of portfolio
|
7
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR 1 stocks |
$21.4 Million
18.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$15.3 Million
13.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$238,575
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|