Benchmark Financial Wealth Advisors
Latest statistics and disclosures from Benchmark Financial Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, SPY, SCHF, ITOT, COWZ, and represent 49.45% of Benchmark Financial Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH, IWY, SCHF, SCHD, MUNI, SPY, COWZ, LVHI, XLV, SMMD.
- Started 14 new stock positions in PKG, TXN, PG, XOM, MDLZ, CVS, DHR, MUNI, VZ, CMG. WSM, JNJ, MA, JPST.
- Reduced shares in these 10 stocks: FUTY, XLU, LVHD, IJR, RSP, WSO, VTI, IWM, VO, MDY.
- Sold out of its positions in FUTY, LVHD, WSO.
- Benchmark Financial Wealth Advisors was a net buyer of stock by $13M.
- Benchmark Financial Wealth Advisors has $262M in assets under management (AUM), dropping by 12.79%.
- Central Index Key (CIK): 0001757706
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Portfolio Holdings for Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors holds 90 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 12.5 | $33M | 126k | 259.90 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 12.1 | $32M | +4% | 60k | 523.07 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 11.6 | $30M | +5% | 776k | 39.02 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 8.7 | $23M | 198k | 115.30 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 4.6 | $12M | +9% | 207k | 58.11 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.4 | $12M | -5% | 105k | 110.52 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 4.1 | $11M | +5% | 72k | 147.73 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 3.2 | $8.5M | +29% | 43k | 195.10 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.7 | $7.0M | -2% | 28k | 249.86 |
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| Apple (AAPL) | 2.5 | $6.4M | 38k | 171.48 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.4 | $6.4M | +28% | 80k | 80.63 |
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| NVIDIA Corporation (NVDA) | 2.3 | $6.0M | +2% | 6.6k | 903.57 |
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| Ishares Tr Russell 2000 Etf (IWM) | 2.1 | $5.6M | -3% | 27k | 210.30 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.0 | $5.2M | -9% | 30k | 169.37 |
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| Microsoft Corporation (MSFT) | 1.7 | $4.5M | +2% | 11k | 420.71 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $4.5M | +360% | 74k | 60.74 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.7 | $4.3M | -3% | 7.8k | 556.37 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.5 | $4.0M | 69k | 58.65 |
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| Amazon (AMZN) | 1.4 | $3.8M | 21k | 180.38 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 1.3 | $3.5M | +18% | 54k | 65.61 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.9M | 13k | 150.92 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $1.8M | +3% | 3.4k | 525.79 |
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| Meta Platforms Cl A (META) | 0.6 | $1.6M | 3.3k | 485.62 |
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| Marriott Intl Cl A (MAR) | 0.6 | $1.6M | -5% | 6.3k | 252.30 |
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| Ishares Msci Equal Weite (EUSA) | 0.5 | $1.4M | -6% | 16k | 90.99 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.5 | $1.4M | NEW | 27k | 52.47 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $1.2M | 3.7k | 337.05 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.5 | $1.2M | 11k | 117.21 |
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| Select Sector Spdr Tr Technology (XLK) | 0.4 | $1.2M | +2% | 5.7k | 208.28 |
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| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.4 | $1.1M | +155% | 36k | 29.78 |
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| Visa Com Cl A (V) | 0.4 | $976k | -2% | 3.5k | 279.12 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $966k | 7.4k | 131.37 |
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| Bristol Myers Squibb (BMY) | 0.3 | $896k | +8% | 17k | 54.23 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $815k | -8% | 12k | 67.86 |
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| Bank of America Corporation (BAC) | 0.3 | $811k | +4% | 21k | 37.92 |
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| Home Depot (HD) | 0.3 | $808k | 2.1k | 383.64 |
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| American Intl Group Com New (AIG) | 0.3 | $722k | 9.2k | 78.17 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $721k | +43% | 1.5k | 480.65 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $714k | +134% | 12k | 57.86 |
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| Costco Wholesale Corporation (COST) | 0.3 | $691k | +9% | 943.00 | 732.67 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $690k | +12% | 14k | 50.17 |
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| Eli Lilly & Co. (LLY) | 0.3 | $685k | +7% | 880.00 | 777.93 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $659k | +5% | 1.6k | 420.52 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $655k | 3.7k | 179.11 |
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| Merck & Co (MRK) | 0.2 | $643k | +22% | 4.9k | 131.96 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $620k | +6% | 1.4k | 444.05 |
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| Waste Management (WM) | 0.2 | $549k | +8% | 2.6k | 213.16 |
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| Broadcom (AVGO) | 0.2 | $536k | 404.00 | 1325.89 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $530k | +16% | 2.6k | 200.33 |
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| Wal-Mart Stores (WMT) | 0.2 | $490k | +243% | 8.1k | 60.17 |
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| Ferrari Nv Ord (RACE) | 0.2 | $468k | 1.1k | 436.07 |
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| Wells Fargo & Company (WFC) | 0.2 | $434k | +6% | 7.5k | 57.96 |
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| Pfizer (PFE) | 0.2 | $428k | +89% | 15k | 27.75 |
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| Altria (MO) | 0.2 | $427k | +22% | 9.8k | 43.62 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $419k | +9% | 2.7k | 152.26 |
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| Union Pacific Corporation (UNP) | 0.2 | $417k | +80% | 1.7k | 245.87 |
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| Amgen (AMGN) | 0.1 | $384k | +18% | 1.4k | 284.37 |
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| UnitedHealth (UNH) | 0.1 | $383k | +11% | 775.00 | 494.55 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $353k | NEW | 7.0k | 50.45 |
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| Cisco Systems (CSCO) | 0.1 | $349k | +20% | 7.0k | 49.91 |
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| Boeing Company (BA) | 0.1 | $340k | 1.8k | 192.95 |
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| Flexshopper Com New (FPAY) | 0.1 | $334k | -2% | 224k | 1.49 |
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| Coca-Cola Company (KO) | 0.1 | $332k | +27% | 5.4k | 61.18 |
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| Williams-Sonoma (WSM) | 0.1 | $329k | NEW | 1.0k | 317.45 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $305k | 1.4k | 225.07 |
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| Qualcomm (QCOM) | 0.1 | $296k | +12% | 1.7k | 169.26 |
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| Abbvie (ABBV) | 0.1 | $292k | +9% | 1.6k | 182.15 |
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| Lowe's Companies (LOW) | 0.1 | $289k | +3% | 1.1k | 254.80 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $289k | 1.8k | 162.83 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $285k | -8% | 889.00 | 320.59 |
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| McDonald's Corporation (MCD) | 0.1 | $278k | +24% | 985.00 | 281.82 |
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| Procter & Gamble Company (PG) | 0.1 | $271k | NEW | 1.7k | 162.24 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $271k | 1.3k | 205.72 |
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| Corning Incorporated (GLW) | 0.1 | $269k | 8.2k | 32.96 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $251k | NEW | 1.4k | 174.19 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $249k | -33% | 2.8k | 90.43 |
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| Philip Morris International (PM) | 0.1 | $246k | +17% | 2.7k | 91.64 |
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| Packaging Corporation of America (PKG) | 0.1 | $243k | NEW | 1.3k | 189.75 |
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| Johnson & Johnson (JNJ) | 0.1 | $243k | NEW | 1.5k | 158.20 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $230k | NEW | 79.00 | 2906.77 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $227k | -20% | 1.8k | 128.40 |
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| Verizon Communications (VZ) | 0.1 | $225k | NEW | 5.3k | 41.96 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $218k | NEW | 454.00 | 481.13 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $218k | 416.00 | 523.81 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $217k | NEW | 1.9k | 116.26 |
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| Danaher Corporation (DHR) | 0.1 | $214k | NEW | 856.00 | 249.68 |
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| Ishares Tr Exponential Tech (XT) | 0.1 | $210k | 3.5k | 59.61 |
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| CVS Caremark Corporation (CVS) | 0.1 | $209k | NEW | 2.6k | 79.76 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $205k | -85% | 3.1k | 65.65 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $202k | NEW | 2.9k | 69.99 |
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Past Filings by Benchmark Financial Wealth Advisors
SEC 13F filings are viewable for Benchmark Financial Wealth Advisors going back to 2018
- Benchmark Financial Wealth Advisors 2024 Q1 filed April 22, 2024
- Benchmark Financial Wealth Advisors 2023 Q4 filed Jan. 23, 2024
- Benchmark Financial Wealth Advisors 2023 Q3 filed Oct. 13, 2023
- Benchmark Financial Wealth Advisors 2023 Q2 filed July 25, 2023
- Benchmark Financial Wealth Advisors 2023 Q1 filed April 28, 2023
- Benchmark Financial Wealth Advisors 2022 Q4 filed Jan. 23, 2023
- Benchmark Financial Wealth Advisors 2022 Q3 filed Nov. 1, 2022
- Benchmark Financial Wealth Advisors 2022 Q2 filed July 22, 2022
- Benchmark Financial Wealth Advisors 2022 Q1 filed April 22, 2022
- Benchmark Financial Wealth Advisors 2021 Q4 filed Jan. 26, 2022
- Benchmark Financial Wealth Advisors 2021 Q3 filed Oct. 26, 2021
- Benchmark Financial Wealth Advisors 2021 Q2 filed July 26, 2021
- Benchmark Financial Wealth Advisors 2021 Q1 filed April 26, 2021
- Benchmark Financial Wealth Advisors 2020 Q4 filed Jan. 20, 2021
- Benchmark Financial Wealth Advisors 2020 Q3 filed Oct. 15, 2020
- Benchmark Financial Wealth Advisors 2020 Q2 filed July 21, 2020