L.K. Benson & Company, P.C. New Holdings in Q4 2024

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

  • $142 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
26.4K
New
$23.49 - $71.77 $619K - $1.89M
26.4K $624M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
23.2K
New
$26.55 - $27.32 $616K - $634K
23.2K $620M
BNDX
Vanguard Total International B

ETFs
12.4K
New
$48.91 - $50.61 $609K - $630K
12.4K $610M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.79K
New
$77.02 - $78.58 $600K - $612K
7.79K $602M
MSFT
Microsoft Corp

Technology
1.36K
New
$406.35 - $454.46 $551K - $617K
1.36K $572M
Bgc Group Inc
61.6K
New
N/A
61.6K $558M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.2K
New
$442.29 - $483.08 $530K - $579K
1.2K $543M
AVUS
American Centy ETF Tr Avantis

ETFs
5.47K
New
$94.36 - $102.06 $516K - $558K
5.47K $530M
Vanguard Wellington Fd
5.01K
New
N/A
5.01K $502M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
7K
New
$70.12 - $75.48 $491K - $528K
7K $494M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.82K
New
$116.4 - $138.52 $444K - $528K
3.82K $484M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.66K
New
$81.68 - $82.93 $463K - $470K
5.66K $464M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.76K
New
$90.42 - $94.5 $431K - $450K
4.76K $431M
GLD
Spdr Gold Trust

ETFs
1.68K
New
$236.59 - $257.5 $398K - $434K
1.68K $408M
NMRK
Newmark Group, Inc.

Real Estate
31.1K
New
$12.79 - $15.98 $398K - $497K
31.1K $398M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8.01K
New
$46.48 - $51.32 $372K - $411K
8.01K $386M
SCHO
Schwab Short Term Us Treasury

ETFs
14.5K
New
$24.06 - $48.88 $348K - $707K
14.5K $348M
ABBV
Abb Vie Inc.

Healthcare
1.95K
New
$164.99 - $203.87 $322K - $398K
1.95K $347M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
7.71K
New
$44.25 - $47.77 $341K - $368K
7.71K $344M
XOM
Exxon Mobil Corp

Energy
3.17K
New
$105.51 - $125.37 $335K - $398K
3.17K $341M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.57K
New
$126.68 - $134.74 $326K - $347K
2.57K $328M
ABT
Abbott Laboratories

Healthcare
2.89K
New
$111.93 - $119.39 $323K - $344K
2.89K $326M
VEA
Vanguard Ftse Developed Market

ETFs
6.74K
New
$47.57 - $52.44 $321K - $353K
6.74K $322M
Vanguard Malvern Fds
4.07K
New
N/A
4.07K $309M
LRGF
Ishares Tr

ETFs
4.95K
New
$58.25 - $63.26 $288K - $313K
4.95K $298M
PG
Procter & Gamble CO

Consumer Defensive
1.76K
New
$161.05 - $179.7 $283K - $316K
1.76K $295M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
8.92K
New
$32.68 - $36.28 $291K - $323K
8.92K $291M
DFAU
Dimensional ETF Tr

ETFs
7.18K
New
$39.27 - $42.38 $282K - $304K
7.18K $291M
DFAE
Dimensional ETF Tr

ETFs
11.4K
New
$25.36 - $28.15 $288K - $320K
11.4K $288M
Ea Series Trust
2.6K
New
N/A
2.6K $287M
TBUX
T Rowe Price Exchange Traded F

ETFs
5.57K
New
$49.52 - $49.88 $276K - $278K
5.57K $276M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
4.2K
New
$63.64 - $71.85 $267K - $301K
4.2K $269M
VUG
Vanguard Growth ETF

ETFs
627
New
$378.79 - $428.11 $238K - $268K
627 $257M
MKL
Markel Corp

Financial Services
146
New
$1542.01 - $1785.11 $225K - $261K
146 $252M
FTLS
First Tr Long/Short Equity ETF

ETFs
3.79K
New
$63.1 - $67.29 $239K - $255K
3.79K $249M
RLY
Ssga Active ETF Tr

ETFs
9.1K
New
$26.85 - $29.18 $244K - $265K
9.1K $246M
KO
Coca Cola CO

Consumer Defensive
3.91K
New
$61.74 - $71.71 $242K - $281K
3.91K $244M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.6K
New
$51.58 - $52.91 $237K - $243K
4.6K $238M
GOOG
Alphabet Inc.

Communication Services
1.18K
New
$163.08 - $198.16 $192K - $234K
1.18K $225M
JNJ
Johnson & Johnson

Healthcare
1.52K
New
$143.34 - $165.86 $217K - $251K
1.52K $219M
MRK
Merck & Co., Inc.

Healthcare
2.16K
New
$96.31 - $114.76 $208K - $248K
2.16K $215M
DFSV
Dimensional ETF Tr Dimensional

ETFs
6.83K
New
$30.18 - $33.87 $206K - $231K
6.83K $210M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.22K
New
$22.63 - $47.53 $209K - $438K
9.22K $209M
XLE
Energy Sector Spdr

ETFs
2.34K
New
$83.32 - $97.27 $195K - $228K
2.34K $201M
Activity Summary
Buys All Purchases 95 New Holdings 95 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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