Portfolio (Quarterly)
Guide ↗
Benson Wealth Management INC
· CIK 0002109863| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | GJUL | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | — | 1,200.0 | $52K | 0.05% | NEW | — | $43.49 | +2.1% |
| 102 | — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - MAY | — | 2,515.0 | $50K | 0.05% | NEW | — | $20.03 | — |
| 103 | XOM | EXXON MOBIL CORP | Energy | 363.0 | $50K | 0.05% | NEW | — | $136.72 | +17.5% |
| 104 | — | INNOVATOR INDEX AUTOCALLABLE INCOME STRATEGY ETF | — | 1,908.0 | $49K | 0.05% | NEW | — | $25.45 | — |
| 105 | — | FT VEST U.S. EQUITY DUALDIRECTIONAL BUFFER ETF -FEBRUARY | — | 1,497.0 | $47K | 0.05% | NEW | — | $31.73 | — |
| 106 | LLY | ELI LILLY AND CO | Healthcare | 39.0 | $47K | 0.05% | NEW | — | $1199.44 | +2.8% |
| 107 | PLTR | PALANTIR TECHNOLOGIES INCLASS A | Technology | 396.0 | $46K | 0.05% | NEW | — | $116.67 | +48.1% |
| 108 | — | INNOVATOR EQUITY DEFINEDPROTECTION ETF - 2 YR TOJANUARY 2028 | — | 1,579.0 | $45K | 0.04% | NEW | — | $28.38 | — |
| 109 | SMCI | SUPER MICRO COMPUTER INC | Technology | 1,524.0 | $45K | 0.04% | NEW | — | $29.33 | +31.1% |
| 110 | COKE | COCA COLA CONSOLIDAT | Consumer Defensive | 230.0 | $44K | 0.04% | NEW | — | $190.92 | +2.9% |
| 111 | AVGO | BROADCOM INC | Technology | 107.0 | $40K | 0.04% | NEW | — | $377.75 | -5.6% |
| 112 | BROS | DUTCH BROS INC CLASS A | Consumer Cyclical | 552.0 | $40K | 0.04% | NEW | — | $71.81 | -28.9% |
| 113 | XE | X-ENERGY INC CLASS A | Industrials | 2,143.0 | $39K | 0.04% | NEW | — | $18.36 | +4.1% |
| 114 | TEM | TEMPUS AI INC CLASS A | Healthcare | 661.0 | $38K | 0.04% | NEW | — | $57.93 | +18.6% |
| 115 | MVV | PROSHARES ULTRA MIDCAP400 | — | 400.0 | $37K | 0.04% | NEW | — | $92.06 | -3.6% |
| 116 | — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF FEBRUARY | — | 1,377.0 | $36K | 0.04% | NEW | — | $26.24 | — |
| 117 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | Financial Services | 48.0 | $36K | 0.04% | NEW | — | $746.77 | +2.6% |
| 118 | VST | VISTRA CORP | Utilities | 222.0 | $35K | 0.04% | NEW | — | $158.63 | -12.4% |
| 119 | HD | HOME DEPOT INC | Consumer Cyclical | 99.0 | $35K | 0.04% | NEW | — | $352.68 | -4.2% |
| 120 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | — | 489.0 | $33K | 0.03% | NEW | — | $68.01 | +1.6% |
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%