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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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