Portfolio (Quarterly)
Guide ↗
Benson Wealth Management INC
· CIK 0002109863| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | BA | BOEING CO | Industrials | 4.0 | $866.0 | 0.00% | NEW | — | $216.50 | -2.5% |
| 342 | MSFU | DIREXION DAILY MSFT BULL2X SHARES | — | 35.0 | $773.0 | 0.00% | NEW | — | $22.09 | +65.8% |
| 343 | SE | SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | Consumer Cyclical | 8.0 | $767.0 | 0.00% | NEW | — | $95.88 | +25.1% |
| 344 | AXP | AMERICAN EXPRESS CO | Financial Services | 2.0 | $677.0 | 0.00% | NEW | — | $338.50 | -0.5% |
| 345 | — | ROBOSTRATEGY INC | — | 15.0 | $596.0 | 0.00% | NEW | — | $39.73 | — |
| 346 | USD | PROSHARES ULTRA SEMICONDUCTORS | — | 5.0 | $521.0 | 0.00% | NEW | — | $104.20 | -21.3% |
| 347 | ROK | ROCKWELL AUTOMATION INC | Industrials | 1.0 | $495.0 | — | NEW | — | $495.00 | -12.6% |
| 348 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 36.0 | $485.0 | — | NEW | — | $13.47 | +20.1% |
| 349 | SMR | NUSCALE PWR CORP CLASS A | Utilities | 48.0 | $481.0 | — | NEW | — | $10.02 | -4.3% |
| 350 | BITO | PROSHARES BITCOIN ETF | — | 60.0 | $479.0 | — | NEW | — | $7.98 | +33.8% |
| 351 | PYPL | PAYPAL HLDGS INC | Financial Services | 10.0 | $432.0 | — | NEW | — | $43.20 | +43.9% |
| 352 | FMB | FIRST TRUST MANAGED MUNICIPAL ETF | — | 8.0 | $411.0 | — | NEW | — | $51.38 | -2.2% |
| 353 | FSM | FORTUNA MNG CORP F | Basic Materials | 47.0 | $397.0 | — | NEW | — | $8.45 | +46.1% |
| 354 | SYM | SYMBOTIC INC CLASS A | Industrials | 8.0 | $360.0 | — | NEW | — | $45.00 | -9.3% |
| 355 | — | SUNPOWER INC | — | 500.0 | $344.0 | — | NEW | — | $0.69 | — |
| 356 | — | NEBIUS GROUP N V A FCLASS A | — | 1.0 | $276.0 | — | NEW | — | $276.00 | — |
| 357 | ITA | ISHARES U.S. AEROSPACE &DEFENSE ETF | — | 1.0 | $242.0 | — | NEW | — | $242.00 | -3.3% |
| 358 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 6.0 | $237.0 | — | NEW | — | $39.50 | +2.8% |
| 359 | — | HUT 8 CORP | — | 2.0 | $231.0 | — | NEW | — | $115.50 | — |
| 360 | SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E | — | 2.0 | $182.0 | — | NEW | — | $91.00 | +2.1% |
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%