Asset Manager
← All Institutions
Benson Wealth Management INC
Market Value
$73M
Holdings
391
New Purchases
45
Added To
25
Closed
41
Reduced
57
Top 10 Concentration
45.9%
Turnover
22.0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 62 | $20M | 28.0% |
| Large Cap | 190 | $23M | 32.0% |
| Mid Cap | 41 | $7M | 9.6% |
| Small Cap | 53 | $14M | 19.6% |
| Micro Cap | 45 | $8M | 10.8% |
Portfolio Analytics
Avg Market Cap
$176.5B
Median Market Cap
$28.3B
Avg P/E
31.5
Median P/E
21.9
Avg Dividend Yield
0.02%
Avg Beta
1.06
# Stocks
241
# ETFs / Funds
150
Top Holdings (391 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | 8.00% | 10,125 | $6M | $577.18 | -$8M | -12,304 | -54.9% | |
| 2 | IBIT | 6.05% | 115,114 | $4M | $38.42 | -$2M | -10,109 | -8.1% | |
| 3 | SPG | 5.64% | 22,093 | $4M | $186.53 | -$64K | -516 | -2.3% | |
| 4 | DNOV | 5.24% | 79,960 | $4M | $47.91 | -$1M | -24,091 | -23.1% | |
| 5 | WMT | 4.69% | 27,593 | $3M | $124.28 | $533K | +1,596 | +6.1% | |
| 6 | RDVY | 3.82% | 40,918 | $3M | $68.28 | -$131K | -1,189 | -2.8% | |
| 7 | NVDA | 3.22% | 13,477 | $2M | $174.40 | -$234K | -378 | -2.7% | |
| 8 | AIRR | 3.18% | 20,962 | $2M | $110.78 | $1M | +12,533 | +148.7% | |
| 9 | TSLA | 3.07% | 6,029 | $2M | $371.75 | -$768K | -662 | -9.9% | |
| 10 | QCJA | 2.98% | 101,179 | $2M | $21.54 | $49K | +4,595 | +4.8% | |
| 11 | AMZN | 2.97% | 10,423 | $2M | $208.27 | -$3M | -11,994 | -53.5% | |
| 12 | BUFR | 2.68% | 58,004 | $2M | $33.77 | $864K | +26,034 | +81.4% | |
| 13 | BAPR | 2.61% | 39,018 | $2M | $48.98 | -$1M | -27,546 | -41.4% | |
| 14 | FNOV | 2.23% | 30,579 | $2M | $53.40 | $118K | +2,946 | +10.7% | |
| 15 | GLD | 1.98% | 3,369 | $1M | $430.29 | -$39K | -387 | -10.3% | |
| 16 | GBTC | 1.93% | 26,757 | $1M | $52.76 | -$589K | -2,515 | -8.6% | |
| 17 | GRID | 1.92% | 8,560 | $1M | $163.58 | — | +8,560 | — | NEW |
| 18 | AIQ | 1.81% | 28,415 | $1M | $46.67 | -$2M | -33,890 | -54.4% | |
| 19 | HYTI | 1.75% | 66,432 | $1M | $19.26 | $570K | +30,577 | +85.3% | |
| 20 | SHLD | 1.70% | 17,561 | $1M | $70.84 | — | +17,561 | — | NEW |
| 21 | AAPL | 1.60% | 4,620 | $1M | $253.79 | -$1M | -5,177 | -52.8% | |
| 22 | BUFG | 1.59% | 43,165 | $1M | $26.86 | $1M | +42,086 | +3900.5% | |
| 23 | BUFQ | 1.51% | 31,291 | $1M | $35.32 | $1M | +30,581 | +4307.2% | |
| 24 | MSFT | 1.49% | 2,949 | $1M | $370.17 | -$128K | +428 | +17.0% | |
| 25 | SMH | 1.46% | 2,788 | $1M | $383.40 | — | +2,788 | — | NEW |
| 26 | GOOG | 1.30% | 3,317 | $952K | $286.86 | -$2M | -5,037 | -60.3% | |
| 27 | SFLR | 1.22% | 25,216 | $893K | $35.41 | $791K | +22,443 | +809.3% | |
| 28 | XJUN | 1.05% | 17,911 | $770K | $42.96 | $41K | +957 | +5.6% | |
| 29 | PTF | 0.96% | 8,115 | $701K | $86.32 | $80K | — | — | |
| 30 | XSEP | 0.91% | 15,866 | $665K | $41.88 | $69K | +1,815 | +12.9% | |
| 31 | BTC | 0.88% | 21,440 | $643K | $29.99 | -$458K | -6,998 | -24.6% | |
| 32 | URA | 0.82% | 12,328 | $597K | $48.43 | — | +12,328 | — | NEW |
| 33 | LEGR | 0.81% | 10,191 | $589K | $57.76 | — | +10,191 | — | NEW |
| 34 | SLV | 0.79% | 8,470 | $577K | $68.14 | -$156K | -2,912 | -25.6% | |
| 35 | ROKT | 0.71% | 5,253 | $522K | $99.46 | — | +5,253 | — | NEW |
| 36 | BUFD | 0.67% | 17,456 | $489K | $28.00 | $126K | +4,621 | +36.0% | |
| 37 | FFEB | 0.63% | 8,254 | $461K | $55.85 | -$843K | -14,774 | -64.2% | |
| 38 | QDEC | 0.58% | 13,547 | $426K | $31.46 | $57K | +2,191 | +19.3% | |
| 39 | MTUM | 0.51% | 1,557 | $374K | $239.99 | -$17K | -5 | -0.3% | |
| 40 | SPYG | 0.47% | 3,541 | $347K | $97.91 | -$19K | +109 | +3.2% | |
| 41 | FVD | 0.43% | 6,713 | $316K | $47.03 | $6K | +1 | +0.0% | |
| 42 | SMAY | 0.42% | 11,765 | $310K | $26.31 | -$768K | -29,736 | -71.7% | |
| 43 | COIN | 0.41% | 1,697 | $296K | $174.61 | -$966K | -3,883 | -69.6% | |
| 44 | XOVR | 0.36% | 15,432 | $261K | $16.89 | -$14K | +1,810 | +13.3% | |
| 45 | COWZ | 0.32% | 3,685 | $231K | $62.56 | $6K | -50 | -1.3% | |
| 46 | ETH | 0.30% | 11,221 | $223K | $19.86 | -$187K | -3,400 | -23.2% | |
| 47 | VO | 0.30% | 763 | $219K | $287.18 | -$2K | — | — | |
| 48 | NLR | 0.28% | 1,531 | $204K | $133.19 | -$982K | -8,019 | -84.0% | |
| 49 | AMD | 0.26% | 949 | $193K | $203.43 | -$568K | -2,605 | -73.3% | |
| 50 | DAPR | 0.26% | 4,779 | $190K | $39.76 | -$6K | -214 | -4.3% | |
| 51 | BUFF | 0.24% | 3,588 | $177K | $49.41 | — | +3,588 | — | NEW |
| 52 | BUFZ | 0.24% | 6,576 | $173K | $26.27 | -$2K | — | — | |
| 53 | JAJL | 0.23% | 5,742 | $167K | $29.07 | $57 | — | — | |
| 54 | ACYN | 0.22% | 8,012 | $163K | $20.38 | — | +8,012 | — | NEW |
| 55 | APLD | 0.21% | 6,558 | $156K | $23.74 | -$5K | — | — | |
| 56 | GJAN | 0.21% | 3,643 | $153K | $41.91 | -$3K | — | — | |
| 57 | DAUG | 0.20% | 3,397 | $148K | $43.55 | -$3K | — | — | |
| 58 | GAUG | 0.20% | 3,773 | $146K | $38.71 | -$2K | — | — | |
| 59 | TDVI | 0.20% | 5,392 | $143K | $26.56 | -$104K | -3,503 | -39.4% | |
| 60 | VTR | 0.19% | 1,700 | $139K | $81.78 | $7K | — | — | |
| 61 | QFLR | 0.19% | 4,129 | $137K | $33.30 | -$4K | — | — | |
| 62 | GDLC | 0.18% | 4,321 | $135K | $31.19 | -$133K | -2,156 | -33.3% | |
| 63 | QSPT | 0.18% | 4,327 | $132K | $30.62 | -$5K | — | — | |
| 64 | SOXX | 0.17% | 379 | $125K | $328.66 | $10K | — | — | |
| 65 | JUNM | 0.17% | 3,570 | $122K | $34.30 | $207 | — | — | |
| 66 | DOGG | 0.17% | 5,633 | $122K | $21.71 | — | +5,633 | — | NEW |
| 67 | CIBR | 0.15% | 1,714 | $107K | $62.68 | -$15K | — | — | |
| 68 | XMAR | 0.14% | 2,500 | $101K | $40.49 | $1K | — | — | |
| 69 | IVV | 0.13% | 146 | $95K | $653.21 | -$5K | — | — | |
| 70 | GSEP | 0.13% | 2,491 | $95K | $38.11 | -$8K | -157 | -5.9% | |
| 71 | YSEP | 0.13% | 3,533 | $92K | $26.17 | $549 | — | — | |
| 72 | ARWR | 0.12% | 1,455 | $91K | $62.70 | -$5K | — | — | |
| 73 | GOOGL | 0.12% | 312 | $90K | $287.56 | -$9K | -3 | -0.9% | |
| 74 | BUFX | 0.12% | 4,219 | $89K | $21.10 | — | +4,219 | — | NEW |
| 75 | DDEC | 0.12% | 2,000 | $89K | $44.28 | -$2K | — | — | |
| 76 | QMAR | 0.12% | 2,625 | $88K | $33.62 | $2K | — | — | |
| 77 | DSEP | 0.12% | 1,962 | $86K | $43.96 | -$4K | -48 | -2.4% | |
| 78 | GJUN | 0.11% | 2,100 | $83K | $39.42 | -$378 | — | — | |
| 79 | SAUG | 0.11% | 3,164 | $81K | $25.75 | $744 | — | — | |
| 80 | GNOV | 0.11% | 2,000 | $78K | $38.94 | -$2K | — | — | |
| 81 | COST | 0.10% | 77 | $77K | $996.43 | -$71K | -94 | -55.0% | |
| 82 | PEG | 0.10% | 936 | $76K | $80.95 | $608 | — | — | |
| 83 | CLSK | 0.10% | 8,839 | $75K | $8.51 | $22K | +3,541 | +66.8% | |
| 84 | VB | 0.10% | 281 | $74K | $261.92 | $1K | — | — | |
| 85 | QLD | 0.10% | 1,196 | $73K | $61.00 | -$39K | -398 | -25.0% | |
| 86 | DFAU | 0.10% | 1,593 | $72K | $45.12 | -$3K | — | — | |
| 87 | TDV | 0.10% | 848 | $72K | $84.71 | — | +848 | — | NEW |
| 88 | FAUG | 0.10% | 1,357 | $70K | $51.78 | -$3K | -29 | -2.1% | |
| 89 | META | 0.09% | 111 | $64K | $572.13 | -$14K | -7 | -5.9% | |
| 90 | QCJL | 0.09% | 2,676 | $63K | $23.40 | -$880 | — | — | |
| 91 | XONA.DE | 0.08% | 363 | $62K | $169.66 | $18K | — | — | |
| 92 | PLTR | 0.08% | 396 | $58K | $146.28 | -$84K | -405 | -50.6% | |
| 93 | DFEB | 0.08% | 1,196 | $57K | $47.37 | -$420 | — | — | |
| 94 | APP | 0.07% | 129 | $51K | $398.00 | -$36K | — | — | |
| 95 | GJUL | 0.07% | 1,200 | $49K | $40.78 | -$665 | — | — | |
| 96 | DJUN | 0.06% | 960 | $45K | $47.04 | -$291 | — | — | |
| 97 | TSM | 0.06% | 132 | $45K | $337.95 | -$16K | -67 | -33.7% | |
| 98 | DLFE | 0.06% | 1,497 | $44K | $29.43 | — | +1,497 | — | NEW |
| 99 | AJAN | 0.06% | 1,579 | $44K | $27.64 | -$2K | -47 | -2.9% | |
| 100 | BUFB | 0.06% | 1,181 | $42K | $35.91 | — | +1,181 | — | NEW |