L.K. Benson & Company, P.C. Purchases and Sells in Q1 2025

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

$144 Billion
Q1 2025

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HIDE	63.6K + 40.91%	N/A	219K $5B
BND	14.9K + 26.84%	$71.17 - $73.66 $1.06M - $1.1M	70.3K $5.16B
VXUS	12.4K + 10.12%	$58.01 - $64.46 $719K - $799K	135K $8.38B
SCHR	37.5K + 61.76%	$24.05 - $24.86 $901K - $931K	98.1K $2.44B
EA SERIES TRUST	9.58K + 85.44%	N/A	20.8K $1.83B
IVV	1.47K + 129.85%	$554.06 - $615.85 $812K - $903K	2.6K $1.46B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVAL	12.1K New	$23.44 - $26.38 $283K - $319K	12.1K $309M
IMOM	9.52K New	$26.36 - $29.81 $251K - $284K	9.52K $269M
EFA	2.54K New	$74.85 - $84.89 $190K - $216K	2.54K $208M
DFAI	6.49K New	$28.88 - $32.4 $187K - $210K	6.49K $203M
HYT	12.5K New	$9.49 - $9.97 $119K - $125K	12.5K $120M

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TROW	-75 - 0.02%	$91.57 - $116.93 $6.87K - $8.77K	324K $29.8B
VXF	-248 - 1.44%	$170.36 - $201.04 $42.2K - $49.9K	17K $2.93B
AVUV	-395 - 1.3%	$84.95 - $100.62 $33.6K - $39.7K	30.1K $2.62B
DFUS	-2.2K - 3.89%	$59.61 - $66.71 $131K - $147K	54.5K $3.3B
VTV	-1.72K - 8.51%	$167.73 - $179.21 $289K - $308K	18.5K $3.2B
SCHP	-8.38K - 15.93%	$25.69 - $26.89 $215K - $225K	44.2K $1.19B

Activity Summary All Purchases 59 New Holdings 5 Increased Positions 54 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of L.K. Benson & Company, P.C., based on Form 13F filings with the SEC.

News

Stay updated on L.K. Benson & Company, P.C. with notifications on news.