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

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

  • $142 Billion
  • Q4 2024

L.K. Benson & Company, P.C. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 95 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 $36.6B, Vanguard Star Fd Vanguard Tota with a value of $7.22B, Vanguard Total Stock Market Et with a value of $5.55B, Schwab Strategic Tr Intl Eqty with a value of $5.13B, and Vanguard Bd Index Fd Inc Total with a value of $3.98B.

Examining the 13F form we can see an increase of $142B in the current position value.

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 $142 Billion
ETFs: $90.4 Billion
Financial Services: $38.3 Billion
Technology: $2.02 Billion
Consumer Defensive: $1.64 Billion
Healthcare: $1.11 Billion
Real Estate: $398 Million
Energy: $341 Million
Communication Services: $225 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$279B
$1.1 Billion 0.78% of portfolio
12,225
Q4 2024 New
$3.66T
$812 Million 0.57% of portfolio
3,242
Q4 2024 New
$223B
$638 Million 0.45% of portfolio
2,900
Q4 2024 New
$3.07T
$572 Million 0.4% of portfolio
1,357
Q4 2024 New
$614B
$543 Million 0.38% of portfolio
1,199
Q4 2024 New
$462B
$341 Million 0.24% of portfolio
3,173
Q4 2024 New
$337B
$347 Million 0.24% of portfolio
1,952
Q4 2024 New
$230B
$326 Million 0.23% of portfolio
2,885
Q4 2024 New
$397B
$295 Million 0.21% of portfolio
1,760
Q4 2024 New
$279B
$244 Million 0.17% of portfolio
3,914
Q4 2024 New
$1.15T
$225 Million 0.16% of portfolio
1,180
Q4 2024 New
$403B
$219 Million 0.15% of portfolio
1,516
Q4 2024 New
$219B
$215 Million 0.15% of portfolio
2,160
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $142 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 95 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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