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

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

$142 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VXUS SCHF BND DFUS VTV VXF AVUV DFIV 70 stocks	$84.8 Million 63.12% of portfolio	70	-	70	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$36.6 Million 27.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$5.55 Million 4.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$1.1 Million 0.82% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MTB 1 stocks	$834,588 0.62% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$811,811 0.6% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ MRK 3 stocks	$780,971 0.58% of portfolio	3	-	3	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$637,507 0.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$571,976 0.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$543,483 0.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Real Estate Services \| Real Estate NMRK 1 stocks	$398,493 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$341,320 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$326,322 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$295,109 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services MKL 1 stocks	$252,030 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$243,690 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$224,719 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts

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