Asset Manager
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Benson Wealth Management INC
Market Value
$99M
+36.0%
Holdings
387
-4
New Purchases
37
Added To
40
Closed
21
Reduced
44
Top 10 Concentration
47.2%
Turnover
15.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| QQQ | 13.13% | 8.00% | +5.14% | $13M |
| AIRR | 7.32% | 3.18% | +4.14% | $7M |
| BUFB | 3.65% | 0.06% | +3.59% | $4M |
| BUFD | 2.48% | 0.67% | +1.81% | $2M |
| VOLT | 1.72% | 0.00% | +1.72% | $2M |
| DDFA | 1.62% | 0.00% | +1.62% | $2M |
| AMD | 1.60% | 0.26% | +1.33% | $2M |
| XAR | 1.22% | 0.06% | +1.16% | $1M |
| ACYN | 1.31% | 0.22% | +1.08% | $1M |
| GOOG | 2.18% | 1.30% | +0.88% | $2M |
| SMH | 2.22% | 1.46% | +0.75% | $2M |
| TDVI | 0.94% | 0.20% | +0.74% | $930K |
| DOGG | 0.81% | 0.17% | +0.64% | $801K |
| ROKT | 1.25% | 0.71% | +0.54% | $1M |
| AMZN | 3.39% | 2.97% | +0.42% | $3M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| QCJA | 0.24% | 2.98% | -2.74% | $243K |
| IBIT | 3.76% | 6.05% | -2.29% | $4M |
| DNOV | 2.96% | 5.24% | -2.28% | $3M |
| WMT | 2.71% | 4.69% | -1.98% | $3M |
| SHLD | 0.06% | 1.70% | -1.64% | $58K |
| BUFG | 0.03% | 1.59% | -1.56% | $30K |
| BUFQ | 0.02% | 1.51% | -1.50% | $16K |
| FNOV | 0.81% | 2.23% | -1.43% | $803K |
| BUFR | 1.47% | 2.68% | -1.21% | $1M |
| SPG | 4.60% | 5.64% | -1.04% | $5M |
| NVDA | 2.20% | 3.22% | -1.01% | $2M |
| GBTC | 1.13% | 1.93% | -0.80% | $1M |
| LEGR | 0.03% | 0.81% | -0.78% | $26K |
| XJUN | 0.29% | 1.05% | -0.77% | $284K |
| HYTI | 1.07% | 1.75% | -0.68% | $1M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 60 | $32M | 32.4% |
| Large Cap | 180 | $25M | 25.2% |
| Mid Cap | 42 | $13M | 13.5% |
| Small Cap | 57 | $15M | 15.3% |
| Micro Cap | 48 | $13M | 13.6% |
Portfolio Analytics
Avg Market Cap
$179.0B
Median Market Cap
$26.2B
Avg P/E
32.7
Median P/E
21.9
Avg Dividend Yield
0.02%
Avg Beta
1.10
# Stocks
235
# ETFs / Funds
152
Top Holdings (387 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | 13.13% | 17,725 | $13M | $736.40 | $7M | +7,600 | +75.1% | |
| 2 | AIRR | 7.32% | 54,608 | $7M | $133.25 | $5M | +33,646 | +160.5% | |
| 3 | SPG | 4.60% | 20,448 | $5M | $223.65 | $452K | -1,645 | -7.5% | |
| 4 | IBIT | 3.76% | 112,335 | $4M | $33.29 | -$683K | -2,779 | -2.4% | |
| 5 | BUFB | 3.65% | 92,290 | $4M | $39.31 | $4M | +91,109 | +7714.6% | |
| 6 | AMZN | 3.39% | 14,121 | $3M | $238.34 | $1M | +3,698 | +35.5% | |
| 7 | RDVY | 3.17% | 38,892 | $3M | $81.06 | $359K | -2,026 | -5.0% | |
| 8 | DNOV | 2.96% | 57,282 | $3M | $51.35 | -$889K | -22,678 | -28.4% | |
| 9 | WMT | 2.71% | 23,777 | $3M | $113.26 | -$736K | -3,816 | -13.8% | |
| 10 | TSLA | 2.50% | 5,901 | $2M | $420.60 | $241K | -128 | -2.1% | |
| 11 | BUFD | 2.48% | 82,790 | $2M | $29.72 | $2M | +65,334 | +374.3% | |
| 12 | SMH | 2.22% | 3,358 | $2M | $655.89 | $1M | +570 | +20.4% | |
| 13 | NVDA | 2.20% | 10,935 | $2M | $200.09 | -$162K | -2,542 | -18.9% | |
| 14 | GOOG | 2.18% | 6,139 | $2M | $353.33 | $1M | +2,822 | +85.1% | |
| 15 | BAPR | 2.08% | 38,843 | $2M | $53.26 | $158K | -175 | -0.5% | |
| 16 | AAPL | 1.90% | 6,532 | $2M | $289.36 | $718K | +1,912 | +41.4% | |
| 17 | AIQ | 1.83% | 27,752 | $2M | $65.61 | $495K | -663 | -2.3% | |
| 18 | VOLT | 1.72% | 40,797 | $2M | $41.89 | — | +40,797 | — | NEW |
| 19 | GRID | 1.65% | 8,574 | $2M | $191.75 | $244K | +14 | +0.2% | |
| 20 | DDFA | 1.62% | 79,641 | $2M | $20.20 | — | +79,641 | — | NEW |
| 21 | AMD | 1.60% | 2,732 | $2M | $580.91 | $1M | +1,783 | +187.9% | |
| 22 | BUFR | 1.47% | 40,019 | $1M | $36.53 | -$497K | -17,985 | -31.0% | |
| 23 | SFLR | 1.46% | 37,651 | $1M | $38.58 | $560K | +12,435 | +49.3% | |
| 24 | MSFT | 1.44% | 3,834 | $1M | $373.02 | $339K | +885 | +30.0% | |
| 25 | GLD | 1.37% | 3,706 | $1M | $368.38 | -$84K | +337 | +10.0% | |
| 26 | ACYN | 1.31% | 62,486 | $1M | $20.79 | $1M | +54,474 | +679.9% | |
| 27 | ROKT | 1.25% | 10,425 | $1M | $119.48 | $723K | +5,172 | +98.5% | |
| 28 | XAR | 1.22% | 4,271 | $1M | $283.79 | $1M | +4,108 | +2520.2% | |
| 29 | GBTC | 1.13% | 24,643 | $1M | $45.52 | -$290K | -2,114 | -7.9% | |
| 30 | URA | 1.12% | 25,440 | $1M | $43.70 | $515K | +13,112 | +106.4% | |
| 31 | PTF | 1.11% | 8,115 | $1M | $136.31 | $406K | — | — | |
| 32 | HYTI | 1.07% | 55,541 | $1M | $19.11 | -$218K | -10,891 | -16.4% | |
| 33 | TDVI | 0.94% | 29,294 | $930K | $31.76 | $787K | +23,902 | +443.3% | |
| 34 | FNOV | 0.81% | 13,730 | $803K | $58.49 | -$830K | -16,849 | -55.1% | |
| 35 | DOGG | 0.81% | 37,595 | $801K | $21.30 | $678K | +31,962 | +567.4% | |
| 36 | XSEP | 0.71% | 15,849 | $704K | $44.41 | $39K | -17 | -0.1% | |
| 37 | MTUM | 0.54% | 1,557 | $534K | $342.83 | $160K | — | — | |
| 38 | BTC | 0.50% | 19,114 | $496K | $25.95 | -$147K | -2,326 | -10.8% | |
| 39 | QDEC | 0.49% | 13,611 | $485K | $35.61 | $58K | +64 | +0.5% | |
| 40 | XOVR | 0.48% | 22,788 | $480K | $21.05 | $219K | +7,356 | +47.7% | |
| 41 | SLV | 0.46% | 8,470 | $453K | $53.47 | -$124K | — | — | |
| 42 | DFII | 0.44% | 39,635 | $441K | $11.12 | $404K | +36,852 | +1324.2% | |
| 43 | SPYG | 0.42% | 3,494 | $416K | $118.99 | $69K | -47 | -1.3% | |
| 44 | ETHE | 0.39% | 30,612 | $391K | $12.76 | — | +30,612 | — | NEW |
| 45 | SMAY | 0.32% | 11,349 | $322K | $28.38 | $13K | -416 | -3.5% | |
| 46 | FVD | 0.32% | 6,648 | $320K | $48.18 | $5K | -65 | -1.0% | |
| 47 | DDFZ | 0.29% | 14,922 | $289K | $19.39 | — | +14,922 | — | NEW |
| 48 | COWZ | 0.29% | 4,564 | $284K | $62.20 | $53K | +879 | +23.9% | |
| 49 | XJUN | 0.29% | 6,383 | $284K | $44.43 | -$486K | -11,528 | -64.4% | |
| 50 | COIN | 0.25% | 1,696 | $248K | $146.19 | -$48K | -1 | -0.1% | |
| 51 | VO | 0.25% | 3,052 | $246K | $80.57 | $27K | +2,289 | +300.0% | |
| 52 | QCJA | 0.24% | 10,403 | $243K | $23.36 | -$2M | -90,776 | -89.7% | |
| 53 | SOXX | 0.24% | 379 | $243K | $640.76 | $118K | — | — | |
| 54 | APLD | 0.24% | 6,358 | $237K | $37.30 | $81K | -200 | -3.0% | |
| 55 | DAPR | 0.20% | 4,779 | $195K | $40.88 | $5K | — | — | |
| 56 | BUFZ | 0.18% | 6,576 | $184K | $27.93 | $11K | — | — | |
| 57 | JAJL | 0.17% | 5,742 | $172K | $29.91 | $5K | — | — | |
| 58 | GOOGL | 0.17% | 468 | $167K | $357.37 | $78K | +156 | +50.0% | |
| 59 | GJAN | 0.16% | 3,642 | $164K | $45.02 | $11K | -1 | -0.0% | |
| 60 | DAUG | 0.16% | 3,397 | $159K | $46.85 | $11K | — | — | |
| 61 | NLR | 0.16% | 1,350 | $157K | $115.98 | -$47K | -181 | -11.8% | |
| 62 | GAUG | 0.16% | 3,773 | $156K | $41.42 | $10K | — | — | |
| 63 | CIBR | 0.15% | 1,714 | $154K | $89.85 | $47K | — | — | |
| 64 | VTR | 0.15% | 1,700 | $151K | $88.80 | $12K | — | — | |
| 65 | ETH | 0.15% | 10,040 | $151K | $15.03 | -$72K | -1,181 | -10.5% | |
| 66 | QSPT | 0.15% | 4,327 | $151K | $34.84 | $18K | — | — | |
| 67 | QFLR | 0.15% | 4,129 | $151K | $36.48 | $13K | — | — | |
| 68 | JUNM | 0.13% | 3,570 | $125K | $35.09 | $3K | — | — | |
| 69 | BUFF | 0.12% | 2,339 | $123K | $52.68 | -$54K | -1,249 | -34.8% | |
| 70 | ARWR | 0.12% | 1,455 | $119K | $81.51 | $27K | — | — | |
| 71 | DGAP | 0.11% | 3,708 | $113K | $30.47 | — | +3,708 | — | NEW |
| 72 | IVV | 0.11% | 146 | $109K | $748.89 | $14K | — | — | |
| 73 | QLD | 0.11% | 1,129 | $109K | $96.76 | $36K | -67 | -5.6% | |
| 74 | PAVE | 0.11% | 1,849 | $109K | $58.92 | — | +1,849 | — | NEW |
| 75 | XMAR | 0.11% | 2,500 | $107K | $42.74 | $6K | — | — | |
| 76 | GSEP | 0.10% | 2,491 | $102K | $40.96 | $7K | — | — | |
| 77 | GDLC | 0.10% | 3,847 | $102K | $26.39 | -$33K | -474 | -11.0% | |
| 78 | CEF | 0.10% | 2,468 | $99K | $40.23 | — | +2,468 | — | NEW |
| 79 | QMAR | 0.10% | 2,625 | $98K | $37.24 | $9K | — | — | |
| 80 | YSEP | 0.10% | 3,533 | $97K | $27.54 | $5K | — | — | |
| 81 | INTC | 0.10% | 694 | $97K | $139.63 | $66K | — | — | |
| 82 | DDEC | 0.10% | 2,000 | $95K | $47.38 | $6K | — | — | |
| 83 | BUFX | 0.09% | 4,219 | $94K | $22.17 | $5K | — | — | |
| 84 | DSEP | 0.09% | 1,962 | $93K | $47.44 | $7K | — | — | |
| 85 | TDV | 0.09% | 848 | $88K | $103.96 | $16K | — | — | |
| 86 | SAUG | 0.09% | 3,164 | $88K | $27.77 | $6K | — | — | |
| 87 | GJUN | 0.09% | 2,100 | $86K | $41.19 | $4K | — | — | |
| 88 | VB | 0.09% | 281 | $85K | $303.12 | $12K | — | — | |
| 89 | GNOV | 0.08% | 2,000 | $84K | $41.80 | $6K | — | — | |
| 90 | DFAU | 0.08% | 1,593 | $82K | $51.69 | $10K | — | — | |
| 91 | FAUG | 0.08% | 1,357 | $77K | $56.50 | $6K | — | — | |
| 92 | PEG | 0.08% | 936 | $76K | $81.16 | $197 | — | — | |
| 93 | COST | 0.07% | 77 | $72K | $935.47 | -$5K | — | — | |
| 94 | QCJL | 0.07% | 2,676 | $67K | $25.05 | $4K | — | — | |
| 95 | APP | 0.07% | 129 | $66K | $515.23 | $15K | — | — | |
| 96 | TSM | 0.07% | 137 | $65K | $477.57 | $21K | +5 | +3.8% | |
| 97 | META | 0.06% | 111 | $63K | $563.29 | -$981 | — | — | |
| 98 | DFEB | 0.06% | 1,196 | $60K | $50.49 | $4K | — | — | |
| 99 | SHLD | 0.06% | 973 | $58K | $59.71 | -$1M | -16,588 | -94.5% | |
| 100 | COMP | 0.05% | 4,400 | $54K | $12.33 | $22K | — | — |