Sjbenen Advisory, LLC Portfolio Holdings by Sector
Sjbenen Advisory, LLC
- $107 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
ITOT SPY LTPZ TLT SCHB IXUS IEF IWM 15 stocks |
$47.3 Million
56.24% of portfolio
|
  15  
|
- |
  15  
|
- |
0
Calls
3
Puts
|
|
Software—Application | Technology
COIN 1 stocks |
$13.5 Million
16.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$7.7 Million
9.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5.23 Million
6.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR 1 stocks |
$5.23 Million
6.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$2.94 Million
3.5% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA TSLA 2 stocks |
$1.57 Million
1.87% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
1
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$558,947
0.67% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|