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CIK: 0001965941
Total reported value
$1.1B
$1.1B
164 檔
15.0%
In Q4 2024, Bensler, LLC's U.S. equity holdings reached a combined market value of $1.1B, distributed across 164 disclosed stock positions.
In Q4 2024, Bensler, LLC displayed an active expansion posture, initiating 6 new positions and adding to 32 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 15.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.47% | -0.47% | +10.37% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.54% | -0.11% | -2.35% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.06% | -0.04% | +2.81% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 3.18% | -0.36% | +10.71% | |
| 5 | PAVE | Global X US Infrastructure | ETF-Other | 2.94% | -0.01% | +3.23% | |
| 6 | IDU | Ishares US Utilities ETF | ETF-Other | 2.78% | — | +7.59% | |
| 7 | UCON | First Trust Smith Unconstrai | ETF-Other | 2.76% | -2.16% | EXIT | |
| 8 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.68% | -0.23% | +13.72% | |
| 9 | IDGT | Ishares US Dgtl Infra & R/e | ETF-Other | 2.56% | — | — | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.30% | +0.28% | +7.10% | |
| 11 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 2.29% | -0.26% | +8.62% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.29% | -0.81% | +11.99% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.20% | -0.26% | +8.68% | |
| 14 | CSQ | Calamos Strat Ttl Rtrn Fnd | Stock-Other | 2.03% | +0.13% | +1.90% | |
| 15 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.97% | — | +8.52% | |
| 16 | PGR | Progressive CORP | Stock-Financials | 1.79% | -0.05% | +4.08% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.72% | -0.02% | EXIT | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.04% | -0.52% | |
| 19 | ADX | Adams Diversified Equity | Stock-Other | 1.67% | +0.17% | +19.53% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.64% | +0.29% | +6.13% | |
| 21 | CPRT | Copart Inc | Stock-Industrials | 1.45% | — | +6.11% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.42% | +0.33% | +9.51% | |
| 23 | KLAC | Kla CORP | Stock-Tech | 1.42% | +2.30% | +3.54% | |
| 24 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.41% | -0.16% | +11.05% | |
| 25 | CTAS | Cintas CORP | Stock-Industrials | 1.34% | -1.30% | EXIT | |
| 26 | USA | Liberty All Star Equity Fund | Stock-Other | 1.32% | — | -1.46% | |
| 27 | USTB | Victoryshares Short-term Bon | ETF-Other | 1.29% | -0.14% | +8.27% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.21% | -0.15% | -1.75% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.16% | +0.16% | +7.08% | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.15% | +0.02% | +12.39% | |
| 31 | VST | Vistra CORP | Stock-Utilities | 1.14% | -0.05% | +8.67% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.09% | +0.03% | NEW | |
| 33 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.08% | +0.04% | +30.63% | |
| 34 | AXP | American Express Co | Stock-Financials | 1.08% | -0.02% | +3.42% | |
| 35 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.04% | — | +4.91% | |
| 36 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.97% | -0.06% | — | |
| 37 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.96% | -0.77% | +3.82% | |
| 38 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.94% | — | +1.87% | |
| 39 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.93% | +0.01% | +7.03% | |
| 40 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.88% | -0.04% | +1.40% | |
| 41 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.84% | — | -4.22% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.18% | +1.65% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.77% | -0.08% | +170.74% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.08% | +9.57% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.72% | — | -13.07% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.72% | -0.01% | -0.26% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | — | -3.39% | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.68% | +0.08% | +16.13% | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.67% | -0.01% | +16.01% | |
| 50 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.66% | -0.08% | -8.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IDGT | Ishares US Dgtl Infra & R/e | +2.6% | NEW | New buy |
| 2 | PREF | Pri Spe Pre Sec Acti-usd Inc | +1% | NEW | New buy |
| 3 | LNG | Cheniere Energy Inc | +0.5% | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +7.10% | Add |
| 5 | NFLX | Netflix Inc | +0.3% | +2.34% | Add |
| 6 | NOW | Servicenow Inc | +0.3% | NEW | New buy |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.2% | +30.63% | Add |
| 8 | VST | Vistra CORP | +0.2% | +8.67% | Add |
| 9 | AAPL | Apple Inc | +0.2% | +2.81% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | -0.52% | Trim |
| 11 | ISRG | Intuitive Surgical Inc | +0.2% | NEW | New buy |
| 12 | TSLA | Tesla Inc | +0.2% | -3.28% | Trim |
| 13 | PANW | Palo Alto Networks Inc | +0.1% | +127.67% | Add |
| 14 | CPRT | Copart Inc | +0.1% | +6.11% | Add |
| 15 | IAU | Ishares Gold Trust | +0.1% | NEW | New buy |
| 16 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +13.72% | Add |
| 17 | MSFT | Microsoft CORP | +0.1% | +10.37% | Add |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +11.99% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 20 | ULTA | Ulta Beauty Inc | +0.1% | +4.91% | Add |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +12.39% | Add |
| 22 | ADX | Adams Diversified Equity | +0.1% | +19.53% | Add |
| 23 | NVDA | Nvidia CORP | +0.1% | -2.35% | Trim |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +6.13% | Add |
| 25 | AXP | American Express Co | +0.1% | +3.42% | Add |
| 26 | FLTR | Vaneck Ig Floating Rate ETF | +0.1% | +11.05% | Add |
| 27 | WMT | Walmart Inc | +0.1% | +1.65% | Add |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +16.13% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +7.08% | Add |
| 30 | META | Meta Platforms Inc-class A | 0% | +9.57% | Add |
| 31 | USTB | Victoryshares Short-term Bon | 0% | +8.27% | Add |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | 0% | +10.71% | Add |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +8.68% | Add |
| 34 | XMHQ | Invesco S&p Midcap Qual ETF | 0% | +8.52% | Add |
| 35 | CSQ | Calamos Strat Ttl Rtrn Fnd | 0% | +1.90% | Add |
| 36 | UCON | First Trust Smith Unconstrai | -0.1% | +6.18% | Add |
| 37 | HTRB | Hartford Ttl Rtrn Bnd ETF | -0.1% | +8.62% | Add |
| 38 | NEE | Nextera Energy Inc | -0.1% | -3.17% | Trim |
| 39 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -3.50% | Trim |
| 40 | EOD | Allspring Global Dividend Op | -0.1% | -16.18% | Trim |
| 41 | SHW | Sherwin-williams Co/the | -0.2% | +1.87% | Add |
| 42 | SCHD | Schwab US Dvd Equity ETF | -0.2% | +170.74% | Add |
| 43 | GEHC | GE Healthcare Technology | -0.2% | EXIT | Sold out |
| 44 | CTAS | Cintas CORP | -0.2% | +3.49% | Add |
| 45 | MELI | Mercadolibre Inc | -0.2% | +3.82% | Add |
| 46 | ADBE | Adobe Inc | -0.4% | EXIT | Sold out |
| 47 | AMGN | Amgen Inc | -0.4% | -13.07% | Trim |
| 48 | KLAC | Kla CORP | -0.4% | +3.54% | Add |
| 49 | ZTS | Zoetis Inc | -0.4% | EXIT | Sold out |
| 50 | INDA | Ishares Msci India ETF | -2.6% | -90.50% | Trim |
According to official SEC Form 13F filings, Bensler, LLC reported a total U.S. public equity portfolio value of $1.1B across 164 disclosed positions in Q4 2024.
During Q4 2024, Bensler, LLC's top holdings by market value included MSFT (5.5%)、NVDA (4.5%)、AAPL (4.1%). The largest single position, MSFT, represented 5.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
IDGT
市值: $21.5M
Top Position Liquidated / Trimmed
ZTS
前期市值: $3.3M
In Q4 2024, Bensler, LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 32 positions, trimming 8 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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