Portfolio (Quarterly)
Guide ↗
Benson Wealth Management INC
· CIK 0002109863| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | SNOV | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER | — | 1,213.0 | $33K | 0.03% | NEW | — | $27.09 | +1.6% |
| 122 | CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | — | 304.0 | $33K | 0.03% | NEW | — | $107.82 | -4.0% |
| 123 | GFEB | FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY | — | 732.0 | $32K | 0.03% | NEW | — | $44.03 | +1.6% |
| 124 | BALT | INNOVATOR DEFINED WEALTHSHIELD ETF | — | 923.0 | $32K | 0.03% | NEW | — | $34.27 | +1.3% |
| 125 | CIFR | CIPHER DIGITAL INC | Financial Services | 1,246.0 | $31K | 0.03% | NEW | — | $24.50 | -33.9% |
| 126 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | — | 730.0 | $30K | 0.03% | NEW | — | $41.25 | +5.3% |
| 127 | BUFG | FT VEST BUFFERED ALLOCATION GROWTH ETF | — | 1,024.0 | $30K | 0.03% | NEW | — | $29.32 | +1.8% |
| 128 | SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | — | 361.0 | $30K | 0.03% | NEW | — | $82.27 | +5.9% |
| 129 | FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | — | 488.0 | $29K | 0.03% | NEW | — | $59.95 | +1.8% |
| 130 | ROKU | ROKU INC CLASS A | Communication Services | 200.0 | $28K | 0.03% | NEW | — | $138.14 | +14.7% |
| 131 | LEGR | FIRST TR INDXX INNOVATIVE TRNS & PROC ETF | — | 407.0 | $26K | 0.03% | NEW | — | $64.25 | +3.5% |
| 132 | — | GOLDEN VY BANCSHARES INC | — | 1,000.0 | $26K | 0.03% | NEW | — | $25.73 | — |
| 133 | IVW | ISHARES S&P 500 GROWTH ETF | — | 184.0 | $25K | 0.03% | NEW | — | $137.53 | +0.7% |
| 134 | CRWV | COREWEAVE INC CLASS A | Technology | 251.0 | $25K | 0.03% | NEW | — | $99.54 | -10.9% |
| 135 | MU | MICRON TECHNOLOGY INC | Technology | 21.0 | $24K | 0.02% | NEW | — | $1154.29 | -19.9% |
| 136 | CLSK | CLEANSPARK INC | Technology | 1,621.0 | $24K | 0.02% | NEW | — | $14.55 | -12.6% |
| 137 | PEP | PEPSICO INC | Consumer Defensive | 173.0 | $23K | 0.02% | NEW | — | $135.40 | +5.2% |
| 138 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 58.0 | $23K | 0.02% | NEW | — | $397.67 | -6.8% |
| 139 | ALK | ALASKA AIR GROUP INC | Industrials | 422.0 | $22K | 0.02% | NEW | — | $52.20 | -18.0% |
| 140 | ESGU | ISHARES ESG AWARE MSCI USA ETF | — | 134.0 | $22K | 0.02% | NEW | — | $163.67 | +2.3% |
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%