L.K. Benson & Company, P.C. Reduced Holdings in Q1 2025

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

  • $144 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TROW
Price T Rowe Group Inc

Financial Services
-75
- 0.02%
$91.57 - $116.93 $6.87K - $8.77K
324K $29.8B
VXF
Vanguard Extended Market ETF

ETFs
-248
- 1.44%
$170.36 - $201.04 $42.2K - $49.9K
17K $2.93B
AVUV
American Centy ETF Tr Avantis

ETFs
-395
- 1.3%
$84.95 - $100.62 $33.6K - $39.7K
30.1K $2.62B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.2K
- 3.89%
$59.61 - $66.71 $131K - $147K
54.5K $3.3B
VTV
Vanguard Value ETF

ETFs
-1.72K
- 8.51%
$167.73 - $179.21 $289K - $308K
18.5K $3.2B
SCHP
Schwab Strategic Us Tips ETF

ETFs
-8.38K
- 15.93%
$25.69 - $26.89 $215K - $225K
44.2K $1.19B
VB
Vanguard Small Cap ETF

ETFs
-152
- 3.84%
$217.89 - $252.64 $33.1K - $38.4K
3.81K $844M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-288
- 0.34%
$21.75 - $24.28 $6.26K - $6.99K
84.7K $1.87B
IWP
Ishares Russell Mid Cap Growth

ETFs
-504
- 13.21%
$114.9 - $139.6 $57.9K - $70.4K
3.31K $389M
NMRK
Newmark Group, Inc.

Real Estate
-3.4K
- 10.94%
$11.84 - $14.69 $40.3K - $50K
27.7K $337M
Bgc Group Inc
-5.95K
- 9.66%
N/A
55.6K $510M
SUB
Ishares Short Term National Mu

ETFs
-449
- 3.03%
$105.3 - $106.24 $47.3K - $47.7K
14.4K $1.52B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-517
- 9.13%
$81.83 - $82.73 $42.3K - $42.8K
5.15K $426M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-553
- 3.32%
$50.87 - $51.09 $28.1K - $28.3K
16.1K $822M
BNDX
Vanguard Total International B

ETFs
-246
- 1.98%
$48.33 - $49.5 $11.9K - $12.2K
12.2K $595M
FNDX
Schwab Fundamental U S Large C

ETFs
-10
- 0.04%
$23.03 - $25.01 $230 - $250
26.4K $622M
VNQ
Vanguard Specialized Funds Van

ETFs
-1
- 0.01%
$85.55 - $94.34 $85.6 - $94.3
14.1K $1.28B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-269
- 0.78%
$25.81 - $28.52 $6.94K - $7.67K
34.4K $949M
AVDV
American Centy ETF Tr Avantis

ETFs
-7
- 0.04%
$63.74 - $71.96 $446 - $504
16.3K $1.13B
AVDE
American Centy ETF Tr Avantis

ETFs
-1.01K
- 3.17%
$60.63 - $68.55 $60.9K - $68.9K
30.7K $2.03B
FNDF
Schwab Fundamental Intl Large

ETFs
-459
- 0.93%
$32.9 - $37.45 $15.1K - $17.2K
48.7K $1.76B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.78K
- 0.64%
$18.36 - $20.51 $32.7K - $36.5K
276K $5.45B
Activity Summary
Buys All Purchases 59 New Holdings 5 Increased Positions 54 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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