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

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

  • $142 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TROW
Price T Rowe Group Inc

Financial Services
324K
New
$106.48 - $124.69 $34.5M - $40.4M
324K $36.6B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
123K
New
$58.88 - $64.8 $7.21M - $7.94M
123K $7.22B
VTI
Vanguard Total Stock Market Et

ETFs
19.1K
New
$280.04 - $302.45 $5.36M - $5.79M
19.1K $5.55B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
277K
New
$18.41 - $40.87 $5.11M - $11.3M
277K $5.13B
BND
Vanguard Bd Index Fd Inc Total

ETFs
55.4K
New
$71.75 - $75.11 $3.97M - $4.16M
55.4K $3.98B
DFUS
Dimensional ETF Tr U S Equity

ETFs
56.7K
New
$61.52 - $66.5 $3.49M - $3.77M
56.7K $3.61B
HIDE
Ea Ser Tr Alpha Architect High
156K
New
N/A
156K $3.46B
VTV
Vanguard Value ETF

ETFs
20.2K
New
$168.32 - $181.87 $3.41M - $3.68M
20.2K $3.43B
VXF
Vanguard Extended Market ETF

ETFs
17.2K
New
$179.17 - $207.15 $3.09M - $3.57M
17.2K $3.28B
AVUV
American Centy ETF Tr Avantis

ETFs
30.4K
New
$94.37 - $106.41 $2.87M - $3.24M
30.4K $2.94B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.47K
New
$521.84 - $558.82 $2.33M - $2.5M
4.47K $2.41B
VV
Vanguard Large Cap ETF

ETFs
8.64K
New
$260.27 - $280.65 $2.25M - $2.42M
8.64K $2.33B
SCHA
Schwab Strategic Tr Us Small C

ETFs
88.9K
New
$25.33 - $51.16 $2.25M - $4.55M
88.9K $2.3B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
40.4K
New
$49.79 - $51.14 $2.01M - $2.07M
40.4K $2.02B
SCHX
Schwab Strategic Tr Us Large C

ETFs
85K
New
$22.4 - $68.28 $1.9M - $5.81M
85K $1.97B
AVDE
American Centy ETF Tr Avantis

ETFs
31.7K
New
$60.9 - $66.69 $1.93M - $2.11M
31.7K $1.94B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.4K
New
$96.64 - $101.23 $1.87M - $1.96M
19.4K $1.88B
FNDF
Schwab Fundamental Intl Large

ETFs
49.2K
New
$32.92 - $37.15 $1.62M - $1.83M
49.2K $1.63B
SUB
Ishares Short Term National Mu

ETFs
14.8K
New
$104.94 - $106.2 $1.56M - $1.58M
14.8K $1.56B
AVIG
American Centy ETF Tr Avantis

ETFs
38.5K
New
$40.48 - $42.48 $1.56M - $1.64M
38.5K $1.56B
SCHR
Schwab Intermediate Term Us Tr

ETFs
60.7K
New
$24.19 - $50.58 $1.47M - $3.07M
60.7K $1.47B
AVMU
American Centy ETF Travantis C

ETFs
31.1K
New
$45.75 - $46.94 $1.42M - $1.46M
31.1K $1.44B
Dimensional ETF Trust
47.1K
New
N/A
47.1K $1.42B
VT
Vanguard Total World Stk Index

ETFs
11.6K
New
$117.09 - $123.07 $1.35M - $1.42M
11.6K $1.36B
SCHP
Schwab Strategic Us Tips ETF

ETFs
52.6K
New
$25.74 - $53.78 $1.35M - $2.83M
52.6K $1.36B
VNQ
Vanguard Specialized Funds Van

ETFs
14.1K
New
$87.85 - $98.6 $1.24M - $1.39M
14.1K $1.25B
AVEM
American Centy ETF Tr Avantis

ETFs
21.3K
New
$58.59 - $66.14 $1.25M - $1.41M
21.3K $1.25B
WMT
Walmart Inc.

Consumer Defensive
12.2K
New
$79.1 - $95.7 $967K - $1.17M
12.2K $1.1B
AVDV
American Centy ETF Tr Avantis

ETFs
16.3K
New
$63.85 - $70.4 $1.04M - $1.14M
16.3K $1.06B
DFAT
Dimensional ETF Tr U S Target

ETFs
18.4K
New
$54.54 - $61.04 $1.01M - $1.13M
18.4K $1.03B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
43.9K
New
$22.01 - $66.82 $966K - $2.93M
43.9K $996M
Ea Series Trust
11.2K
New
N/A
11.2K $982M
VB
Vanguard Small Cap ETF

ETFs
3.96K
New
$233.76 - $261.58 $925K - $1.04M
3.96K $951M
ITOT
Ishares Core S&P Total U.S. St

ETFs
7.37K
New
$124.26 - $134.12 $916K - $988K
7.37K $948M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
34.7K
New
$26.63 - $30.23 $924K - $1.05M
34.7K $924M
MUB
Ishares National Muni Bond ETF

ETFs
8.2K
New
$105.78 - $108.7 $867K - $891K
8.2K $874M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
16.6K
New
$50.73 - $51.08 $845K - $850K
16.6K $847M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
17.4K
New
$48.33 - $49.08 $839K - $852K
17.4K $841M
MTB
M&T Bank Corp

Financial Services
4.44K
New
$172.48 - $221.95 $766K - $985K
4.44K $835M
AAPL
Apple Inc.

Technology
3.24K
New
$221.69 - $259.02 $719K - $840K
3.24K $812M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
11.6K
New
$66.67 - $74.08 $772K - $858K
11.6K $788M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.32K
New
$567.81 - $607.81 $752K - $805K
1.32K $776M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
14K
New
$49.74 - $50.43 $694K - $704K
14K $695M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.7K
New
$44.04 - $49.49 $691K - $777K
15.7K $691M
IVV
Ishares Core S&P 500 ETF

ETFs
1.13K
New
$570.51 - $610.59 $644K - $689K
1.13K $665M
VIG
Vanguard Dividend Appreciation

ETFs
3.39K
New
N/A
3.39K $663M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
13.6K
New
$47.26 - $48.18 $645K - $657K
13.6K $647M
VGSH
Vanguard

ETFs
11.1K
New
$58.02 - $58.88 $643K - $652K
11.1K $645M
IBM
International Business Machines Corp

Technology
2.9K
New
$204.9 - $238.04 $594K - $690K
2.9K $638M
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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