Titelia

Holdings of Benson Wealth Management INC

287 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 54.6 % of the equity sleeve

Sector breakdown

  • Funds 17.8 %
  • Technology 8.4 %
  • Consumer discretionary 7.4 %
  • Real estate 7.0 %
  • Consumer staples 5.9 %
  • Communication 1.9 %
  • Financials 0.7 %
  • Utilities 0.2 %
  • Health care 0.2 %
  • Energy 0.2 %
  • Industrials 0.1 %
  • Unattributed 50.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • GB 0.1 %
  • TW 0.1 %
  • JP 0.0 %
  • FR 0.0 %
  • CH 0.0 %
  • IT 0.0 %
  • HK 0.0 %
  • DK 0.0 %
  • IN 0.0 %
  • ES 0.0 %
  • BR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US24760.5M $99.67 %
2GB950.8K $0.08 %
3TW144.6K $0.07 %
4JP1029.4K $0.05 %
5FR523.3K $0.04 %
6CH420K $0.03 %
7IT17K $0.01 %
8HK36.7K $0.01 %
9DK16K $0.01 %
10IN14.2K $0.01 %
11ES14K $0.01 %
12BR12.1K $0.00 %

Positions

RankCompanySharesValueWeight
101First Trust Exchange Traded Fund VI 88420.3K $
102Verizon Communications Inc 39519.8K $
103iShares ESG Aware MSCI USA ETF 13419K $
104Roku Inc 20018.9K $
105KKR & Co Inc 20018.5K $
106iShares Core MSCI EAFE ETF 18316.6K $
107First Trust Exchange-Traded Fund VIII 51015.9K $
108First Trust Cloud Computing ETF 13614.9K $
109ProShares Ultra Silv 12414.8K $
110ProShares Bitcoin ETF 1,54514.4K $
111ProShares Trust 12212.9K $
112Southern Co/The 13212.7K $
113iShares U.S. Technology ETF 6912.5K $
114iShares Trust 5612K $
115iShares Trust 6211.9K $
116Amphenol Corp 9211.6K $
117AT&T Inc 40011.6K $
118Mastercard Inc 2311.5K $
119First Trust Exchange-Traded Fund VIII 26311.2K $
120Procter & Gamble Co/The 7510.8K $
121Philip Morris International Inc. 6410.6K $
122Broadcom Inc 3410.5K $
123Ishares S&p 100 Etf 3310.5K $
124Iron Mountain Inc 10210.4K $
125Invesco Variable Rate Investment Grade ETF 41110.3K $
126Citigroup Inc 9010.2K $
127Chipotle Mexican Grill Inc 31510.1K $
128JPMorgan Chase & Co 339.7K $
129BP PLC 2069.7K $
130First Trust Exchange-Traded Fund VIII 2058.9K $
131INVESCO BUILDING & CONSTR 918.9K $
132GE Vernova Inc 108.7K $
133First Trust Exchange-Traded Fund VI 598.7K $
134Vanguard Real Estate ETF 968.5K $
135Vanguard Scottsdale Funds 858.5K $
136SoFi Technologies Inc 5238.3K $
137Wells Fargo & Co 997.9K $
138ServiceNow Inc 757.8K $
139Intercontinental Exchange Inc 487.5K $
140Shell PLC 807.4K $
141Tennant Co 1117.4K $
142Roche Holding AG 1477.3K $
143British American Tobacco PLC 1237.2K $
144Cardinal Health, Inc. 347.2K $
145Owens Corning 667.1K $
146Barclays PLC 3347.1K $
147Eni SpA 1247K $
148NatWest Group PLC 4707K $
149Micron Technology Inc 206.8K $
150Sanofi SA 1386.6K $
151Schneider Electric SE 1186.4K $
152Hitachi Ltd 2206.4K $
153Cava Group Inc 796.4K $
154Cisco Systems, Inc. 826.4K $
155Mitsubishi UFJ Financial Group Inc 3716.3K $
156Western Digital Corp 236.2K $
157Novo Nordisk A/S 1636K $
158Annaly Capital Management Inc 2755.8K $
159Caterpillar Inc 85.7K $
160First Citizens BancShares Inc/NC 35.7K $
161CVS Health Corp 785.6K $
162Cintas Corp 335.6K $
163Vanguard S&P 500 ETF 95.4K $
164Nestle SA 545.4K $
165SS&C Technologies Holdings Inc 765.1K $
166General Electric Co 185.1K $
167National Grid PLC 605.1K $
168BNP Paribas SA 1004.8K $
169Glencore PLC 2934.4K $
170Fujitsu Ltd 2094.3K $
171Dollar General Corp 364.3K $
172HDFC Bank Ltd 1684.2K $
173KDDI Corp 2494.2K $
174Arista Networks Inc 344.2K $
175L3Harris Technologies Inc 124.1K $
176Amadeus IT Group SA 714K $
177London Stock Exchange Group PLC 1344K $
178ACV Auctions Inc 9203.9K $
179Hasbro Inc 403.7K $
180LVMH Moet Hennessy Louis Vuitton SE 343.7K $
181Dominion Energy Inc 603.7K $
182Mitsubishi Electric Corp 573.7K $
183Snowflake Inc 243.6K $
184Hewlett Packard Enterprise Co 1523.6K $
185PG&E Corp 2003.5K $
186Aemetis Inc 1,0983.5K $
187Vanguard Growth ETF 83.5K $
188Electronic Arts Inc 173.5K $
189Boston Scientific Corp 543.4K $
190Bank of America Corp 693.4K $
191Charles Schwab Corp/The 353.3K $
192CBRE Group Inc 243.3K $
193General Motors Co 433.2K $
194Lockheed Martin Corp 53K $
195WESCO International Inc 113K $
196Comcast Corp 1043K $
197Sealed Air Corp 713K $
198KLA Corp 22.9K $
199Cie Financiere Richemont SA 1622.9K $
200AIA Group Ltd 622.8K $