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Home > Institutional Investor > Benson Wealth Management Inc > Profile

Instuitional Investor - Benson Wealth Management Inc

Fund Profile
Filing Period:
Fund Name: Benson Wealth Management Inc
Portfolio Value $99,388,700
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 17,725 $13,052,690 13.13%
2.
First Trust Rba Americanindustrial Renaissancetmetf
 54,608 $7,276,516 7.32%
3.
Simon Property Group Inc.
 SPG 20,448 $4,573,195 4.6%
4.
Ishares Bitcoin Trust Etf
 112,335 $3,739,632 3.76%
5.
Blue Buffalo Pet Products Inc.
 BUFF 92,290 $3,627,920 3.65%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.