Benson Wealth Management INC
355 holdingsFiling period: 2026-03-31Current AUM: $79.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 10.1K | $5.8M | $7.0M | 8.76% | -12,304 | 2026-03-31 |
| 2 | IBIT | ISHARES BITCOIN TRUST ETF | 115.1K | $4.4M | $4.1M | 5.16% | -10,109 | 2026-03-31 |
| 3 | SPG | SIMON PPTY GROUP INC NEWREIT | 22.1K | $4.1M | $5.1M | 6.37% | -516 | 2026-03-31 |
| 4 | DNOV | FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER | 80.0K | $3.8M | $4.1M | 5.20% | -24,091 | 2026-03-31 |
| 5 | WMT | WALMART INC | 27.6K | $3.4M | $3.1M | 3.86% | +1.6K | 2026-03-31 |
| 6 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 40.9K | $2.8M | $3.3M | 4.17% | -1,189 | 2026-03-31 |
| 7 | NVDA | NVIDIA CORP | 13.5K | $2.4M | $2.7M | 3.40% | -378 | 2026-03-31 |
| 8 | AIRR | FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF | 21.0K | $2.3M | $2.5M | 3.09% | +12.5K | 2026-03-31 |
| 9 | TSLA | TESLA INC | 6.0K | $2.2M | $1.9M | 2.36% | -662 | 2026-03-31 |
| 10 | QCJA | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY | 101.2K | $2.2M | $2.4M | 2.96% | +4.6K | 2026-03-31 |
| 11 | AMZN | AMAZON.COM INC | 10.4K | $2.2M | $2.8M | 3.56% | -11,994 | 2026-03-31 |
| 12 | BUFR | FT VEST LADDERED BUFFER ETF | 58.0K | $2.0M | $2.1M | 2.68% | +26.0K | 2026-03-31 |
| 13 | BAPR | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | 39.0K | $1.9M | $2.1M | 2.64% | -27,546 | 2026-03-31 |
| 14 | FNOV | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | 30.6K | $1.6M | $1.8M | 2.26% | +2.9K | 2026-03-31 |
| 15 | GLD | SPDR GOLD SHARES | 3.4K | $1.4M | $1.3M | 1.57% | -387 | 2026-03-31 |
| 16 | GBTC | GRAYSCALE BITCOIN TRUST ETF | 26.8K | $1.4M | $1.3M | 1.64% | -2,515 | 2026-03-31 |
| 17 | GRID | FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN | 8.6K | $1.4M | $1.5M | 1.93% | -- | 2026-03-31 |
| 18 | AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 28.4K | $1.3M | $1.7M | 2.10% | -33,890 | 2026-03-31 |
| 19 | HYTI | FT VEST HIGH YIELD & TARGET INCOME ETF | 66.4K | $1.3M | $1.3M | 1.59% | +30.6K | 2026-03-31 |
| 20 | SHLD | GLOBAL X DEFENSE TECH ETF | 17.6K | $1.2M | $1.1M | 1.40% | -- | 2026-03-31 |
| 21 | AAPL | APPLE INC | 4.6K | $1.2M | $1.4M | 1.79% | -5,177 | 2026-03-31 |
| 22 | BUFG | FT VEST BUFFERED ALLOCATION GROWTH ETF | 43.2K | $1.2M | $1.3M | 1.60% | +42.1K | 2026-03-31 |
| 23 | BUFQ | FT VEST LADDERED NASDAQ BUFFER ETF | 31.3K | $1.1M | $1.2M | 1.52% | +30.6K | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 2.9K | $1.1M | $1.4M | 1.72% | +428 | 2026-03-31 |
| 25 | SMH | VANECK SEMICONDUCTOR ETF | 2.8K | $1.1M | $1.5M | 1.89% | -- | 2026-03-31 |
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