Portfolio (Quarterly)
Guide ↗
Benson Wealth Management INC
· CIK 0002109863| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | NLR | VANECK URANIUM AND NUCLEAR ETF | — | 1,350.0 | $157K | 0.16% | NEW | — | $115.98 | +7.4% |
| 62 | GAUG | FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | — | 3,773.0 | $156K | 0.16% | NEW | — | $41.42 | +1.4% |
| 63 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | — | 1,714.0 | $154K | 0.15% | NEW | — | $89.85 | +2.4% |
| 64 | VTR | VENTAS INC REIT | Real Estate | 1,700.0 | $151K | 0.15% | NEW | — | $88.80 | +5.9% |
| 65 | ETH | GRAYSCALE ETHEREUM MINI STAKING ETF | Financial Services | 10,040.0 | $151K | 0.15% | NEW | — | $15.03 | +56.9% |
| 66 | QSPT | FT VEST NASDAQ-100 BUFFER ETF SEPTEMBER | — | 4,327.0 | $151K | 0.15% | NEW | — | $34.84 | +1.5% |
| 67 | QFLR | INNOVATOR NASDAQ-100 MANAGED FLOOR ETF | — | 4,129.0 | $151K | 0.15% | NEW | — | $36.48 | -4.3% |
| 68 | JUNM | FT VEST U.S. EQUITY MAX BUFFER ETF - JUNE | — | 3,570.0 | $125K | 0.13% | NEW | — | $35.09 | +0.8% |
| 69 | BUFF | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | — | 2,339.0 | $123K | 0.12% | NEW | — | $52.68 | +1.7% |
| 70 | ARWR | ARROWHEAD PHARMACEUTICAL | Healthcare | 1,455.0 | $119K | 0.12% | NEW | — | $81.51 | +9.0% |
| 71 | — | FT VEST U.S. EQUITY BUFFER & DIGITAL RETURN ETF - APRIL | — | 3,708.0 | $113K | 0.11% | NEW | — | $30.47 | — |
| 72 | IVV | ISHARES CORE S&P 500 ETF | — | 146.0 | $109K | 0.11% | NEW | — | $748.89 | +2.6% |
| 73 | QLD | PROSHARES ULTRA QQQ | — | 1,129.0 | $109K | 0.11% | NEW | — | $96.76 | -8.5% |
| 74 | PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | — | 1,849.0 | $109K | 0.11% | NEW | — | $58.92 | -5.6% |
| 75 | XMAR | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH | — | 2,500.0 | $107K | 0.11% | NEW | — | $42.74 | +1.4% |
| 76 | GSEP | FT VEST U.S. EQUITY MODERATE BUFFER ETF SEPTEMBER | — | 2,491.0 | $102K | 0.10% | NEW | — | $40.96 | +1.9% |
| 77 | GDLC | GRAYSCALE COINDESK CRYPTO 5 ETF | Financial Services | 3,847.0 | $102K | 0.10% | NEW | — | $26.39 | +37.2% |
| 78 | CEF | SPROTT PHYSICAL GLD SLVR | Financial Services | 2,468.0 | $99K | 0.10% | NEW | — | $40.23 | +17.8% |
| 79 | QMAR | FT VEST NASDAQ-100 BUFFER ETF MARCH | — | 2,625.0 | $98K | 0.10% | NEW | — | $37.23 | +1.2% |
| 80 | YSEP | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER | — | 3,533.0 | $97K | 0.10% | NEW | — | $27.54 | +3.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
48.8%
Technology
18.1%
Consumer Cyclical
13.6%
Real Estate
10.8%
Consumer Defensive
6.5%
Communication Services
0.7%
Healthcare
0.6%
Utilities
0.4%
Industrials
0.3%
Energy
0.2%