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Benson Wealth Management INC

Portfolio Manager
Benson Wealth Management INC
Performance
-7.05% (2026 Q1)
AUM (13F)
$73.10M
# of Holdings
354
Performance Rank
Allocation (Top 20)
67.46%

Benson Wealth Management INC Holdings Map

Top 50 Benson Wealth Management INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QQQ
INVESCO QQQ TR
7.99%10.1K$5.8M
-54.86%(-12.30K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 22.4K shares2026-Q1: 10.1K shares
$607.34(+17.33%)
2026-03-31
IBIT
ISHARES BITCOIN TRUST ETF
6.05%115.1K$4.4M
-8.07%(-10.11K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 125.2K shares2026-Q1: 115.1K shares
$57.33(-39.17%)
2026-03-31
SPG
SIMON PPTY GROUP INC NEWREIT
5.64%22.1K$4.1M
-2.28%(-516)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 22.6K shares2026-Q1: 22.1K shares
$186.39(+21.28%)
2026-03-31
DNOV
FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER
5.24%80.0K$3.8M
-23.15%(-24.09K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 104.1K shares2026-Q1: 80.0K shares
$47.83(+7.33%)
2026-03-31
WMT
WALMART INC
4.69%27.6K$3.4M
+6.14%(+1.60K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 26.0K shares2026-Q1: 27.6K shares
$107.85(+3.70%)
2026-03-31
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
3.82%40.9K$2.8M
-2.82%(-1.19K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 42.1K shares2026-Q1: 40.9K shares
$68.37(+17.22%)
2026-03-31
NVDA
NVIDIA CORP
3.22%13.5K$2.4M
-2.73%(-378)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 13.9K shares2026-Q1: 13.5K shares
$186.54(+4.44%)
2026-03-31
AIRR
FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF
3.18%21.0K$2.3M
+148.69%(+12.53K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 8.4K shares2026-Q1: 21.0K shares
$101.72(+23.79%)
2026-03-31
TSLA
TESLA INC
3.07%6.0K$2.2M
-9.89%(-662)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.7K shares2026-Q1: 6.0K shares
$447.22(-12.02%)
2026-03-31
QCJA
FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY
2.98%101.2K$2.2M
+4.76%(+4.59K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 96.6K shares2026-Q1: 101.2K shares
$21.75(+6.73%)
2026-03-31

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