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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20B
$29.8 Billion 20.61% of portfolio
323,945
Q1 2025 Reduced 0.02%
$0
$8.38 Billion 5.8% of portfolio
134,908
Q1 2025 Added 10.12%
$0
$6.13 Billion 4.24% of portfolio
22,303
Q1 2025 Added 16.51%
$0
$5.45 Billion 3.78% of portfolio
275,648
Q1 2025 Reduced 0.64%
$0
$5.16 Billion 3.57% of portfolio
70,255
Q1 2025 Added 26.84%
-
$5 Billion 3.46% of portfolio
-
Q1 2025 Added 40.91%
$0
$3.3 Billion 2.28% of portfolio
54,502
Q1 2025 Reduced 3.89%
$0
$3.2 Billion 2.21% of portfolio
18,511
Q1 2025 Reduced 8.51%
$0
$2.97 Billion 2.05% of portfolio
75,330
Q1 2025 Added 1.13%
$0
$2.93 Billion 2.03% of portfolio
16,992
Q1 2025 Reduced 1.44%
$0
$2.62 Billion 1.81% of portfolio
30,050
Q1 2025 Reduced 1.3%
$0
$2.44 Billion 1.69% of portfolio
98,135
Q1 2025 Added 61.76%
$0
$2.3 Billion 1.59% of portfolio
8,950
Q1 2025 Added 3.64%
$0
$2.3 Billion 1.59% of portfolio
4,481
Q1 2025 Added 0.29%
$0
$2.25 Billion 1.56% of portfolio
45,356
Q1 2025 Added 12.31%
$0
$2.08 Billion 1.44% of portfolio
88,949
Q1 2025 Added 0.09%
$0
$1.92 Billion 1.33% of portfolio
19,430
Q1 2025 Added 0.34%
$0
$1.87 Billion 1.3% of portfolio
84,744
Q1 2025 Reduced 0.34%
Ea Series Trust
-
$1.83 Billion 1.27% of portfolio
-
Q1 2025 Added 85.44%
$0
$1.76 Billion 1.22% of portfolio
48,697
Q1 2025 Reduced 0.93%
$0
$1.6 Billion 1.11% of portfolio
38,624
Q1 2025 Added 0.32%
$0
$1.52 Billion 1.05% of portfolio
14,385
Q1 2025 Reduced 3.03%
$0
$1.46 Billion 1.01% of portfolio
2,595
Q1 2025 Added 129.85%
Dimensional ETF Trust
-
$1.45 Billion 1.0% of portfolio
-
Q1 2025 Added 0.41%
$0
$1.42 Billion 0.98% of portfolio
31,215
Q1 2025 Added 0.34%
$0
$1.41 Billion 0.97% of portfolio
12,125
Q1 2025 Added 4.85%
$0
$1.28 Billion 0.89% of portfolio
21,357
Q1 2025 Added 0.23%
$0
$1.28 Billion 0.88% of portfolio
14,087
Q1 2025 Reduced 0.01%
$0
$1.19 Billion 0.82% of portfolio
44,199
Q1 2025 Reduced 15.93%
$0
$1.17 Billion 0.81% of portfolio
14,942
Q1 2025 Added 91.79%
$0
$1.13 Billion 0.78% of portfolio
16,251
Q1 2025 Reduced 0.04%
$264B
$1.07 Billion 0.74% of portfolio
12,225
Q4 2024 New
$0
$959 Million 0.66% of portfolio
44,542
Q1 2025 Added 1.49%
$0
$949 Million 0.66% of portfolio
34,413
Q1 2025 Reduced 0.78%
$0
$952 Million 0.66% of portfolio
18,482
Q1 2025 Added 0.25%
$0
$920 Million 0.64% of portfolio
7,539
Q1 2025 Added 2.32%
$0
$865 Million 0.6% of portfolio
8,200
Q4 2024 New
$0
$866 Million 0.6% of portfolio
17,362
Q4 2024 New
$0
$844 Million 0.58% of portfolio
3,806
Q1 2025 Reduced 3.84%
$0
$822 Million 0.57% of portfolio
16,094
Q1 2025 Reduced 3.32%
$3.42T
$826 Million 0.57% of portfolio
3,720
Q1 2025 Added 14.74%
$29.4B
$800 Million 0.55% of portfolio
4,473
Q1 2025 Added 0.77%
$0
$798 Million 0.55% of portfolio
15,703
Q1 2025 Added 133.05%
$0
$741 Million 0.51% of portfolio
1,324
Q4 2024 New
$0
$727 Million 0.5% of portfolio
16,064
Q1 2025 Added 2.37%
$0
$728 Million 0.5% of portfolio
11,637
Q1 2025 Added 0.44%
$217B
$721 Million 0.5% of portfolio
2,900
Q4 2024 New
$0
$700 Million 0.48% of portfolio
13,992
Q1 2025 Added 0.27%
$0
$658 Million 0.46% of portfolio
3,391
Q1 2025 Added 0.12%

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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